CIK: 0001677501
申報總市值
US$7.1億
僅顯示前 200 大持股（共 481 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 | 10.36% | -0.75% | -0.15% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.15% | -1.16% | +0.20% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.94% | +3.66% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.75% | -0.44% | +53.04% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.43% | -0.66% | -7.86% | |
| 6 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 2.25% | — | -4.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | -0.59% | +3.43% | |
| 8 | ITT | Itt INC | 股票-工業 | 1.72% | -0.05% | -0.07% | |
| 9 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.63% | -1.44% | EXIT | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.37% | -1.38% | EXIT | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.20% | -0.42% | -8.10% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.17% | — | +9.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | +2.05% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | -0.19% | -2.63% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.87% | — | +697.18% | |
| 16 | IQLT | Ishares Msci International Q | ETF-其他 | 0.81% | +0.15% | +6.94% | |
| 17 | NFLX | Netflix INC | 股票-通訊服務 | 0.80% | — | +6.61% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | — | +6.72% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.78% | — | -3.26% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.76% | — | -3.73% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 0.73% | — | +16.31% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.73% | — | +5.91% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | -0.21% | +6.92% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | — | +14.17% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.63% | — | -16.21% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | +0.03% | -7.63% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.05% | +3.09% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.59% | — | +1.12% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.59% | — | -9.87% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +11.39% | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | — | -24.90% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.54% | — | +8.03% | |
| 33 | MO | Altria Group INC | 股票-非循環性消費 | 0.52% | — | -1.89% | |
| 34 | GD | General Dynamics CORP | 股票-工業 | 0.51% | — | -4.26% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.10% | +1.28% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.47% | — | +122.02% | |
| 37 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.46% | -0.15% | -1.22% | |
| 38 | CBRE | Cbre Group INC - A | 股票-房地產 | 0.45% | — | -0.63% | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.44% | — | +0.79% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.44% | -0.16% | -0.81% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.43% | — | -3.93% | |
| 42 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.43% | — | +3.77% | |
| 43 | NOW | Servicenow INC | 股票-科技 | 0.43% | — | +14.68% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.42% | -0.15% | +1.16% | |
| 45 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.41% | — | +2.71% | |
| 46 | SHOP | Shopify INC - Class A | 股票-科技 | 0.39% | — | +4.22% | |
| 47 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.37% | -0.29% | +0.61% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | -1.00% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.37% | — | -53.38% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.36% | — | +112.09% |