CIK: 0001677501
申報總市值
US$7.1億
僅顯示前 200 大持股（共 457 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | 股票-金融 | 10.53% | -0.75% | -0.02% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.40% | -1.16% | +3.38% | |
| 3 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 3.01% | — | — | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.91% | -0.66% | -5.42% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | -0.94% | +1.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.09% | -0.59% | -4.92% | |
| 7 | ITT | Itt INC | 股票-工業 | 1.67% | -0.05% | -0.10% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.57% | -0.42% | -1.22% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.44% | +1.33% | |
| 10 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 1.34% | — | +5.98% | |
| 11 | UITB | Victoryshares Core Intermedi | ETF-其他 | 1.14% | — | -0.80% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.08% | — | +205.01% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.06% | — | -5.16% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | — | +3.64% | |
| 15 | IQLT | Ishares Msci International Q | ETF-其他 | 0.93% | +0.15% | +14.71% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | +2.08% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.19% | -1.14% | |
| 18 | TSLA | Tesla INC | 股票-循環性消費 | 0.83% | — | -39.46% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 0.78% | — | -1.97% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.73% | — | +2.06% | |
| 21 | AXP | American Express Co | 股票-金融 | 0.66% | — | +4.79% | |
| 22 | NFLX | Netflix INC | 股票-通訊服務 | 0.65% | — | -4.83% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | +0.03% | +3.23% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.59% | — | +1.27% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | — | +4.51% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.05% | -8.48% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.58% | — | +3.27% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.57% | — | +26.83% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | +2.49% | |
| 30 | NOW | Servicenow INC | 股票-科技 | 0.52% | — | -25.82% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 0.51% | — | -0.18% | |
| 32 | ADBE | Adobe INC | 股票-科技 | 0.51% | -0.15% | -0.79% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | -0.21% | +20.51% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.10% | +3.07% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.50% | — | +87.97% | |
| 36 | MO | Altria Group INC | 股票-非循環性消費 | 0.50% | — | -3.51% | |
| 37 | CBRE | Cbre Group INC - A | 股票-房地產 | 0.49% | — | +9.50% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.49% | — | -3.42% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.46% | — | -12.20% | |
| 40 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.45% | -0.15% | +93.54% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -2.28% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.44% | — | -4.19% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.42% | — | +68.14% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.42% | +0.09% | -47.69% | |
| 45 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.41% | — | -0.36% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.41% | — | -12.13% | |
| 47 | SHOP | Shopify INC - Class A | 股票-科技 | 0.40% | — | -1.35% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.39% | — | -0.97% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.39% | -0.16% | -0.82% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.38% | — | -0.81% |