CIK: 0000315014
申報總市值
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僅顯示前 200 大持股（共 702 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 10.89% | — | -1.32% | |
| 2 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 4.02% | — | +35.43% | |
| 3 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 3.16% | — | -1.67% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.86% | — | -3.50% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | — | -1.80% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 2.30% | — | +3.81% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.28% | — | -0.88% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.11% | — | -3.16% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.87% | — | -1.96% | |
| 10 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.83% | — | -5.02% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.81% | — | — | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.69% | — | +10.17% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.34% | — | -1.26% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | — | -3.97% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | -3.10% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | — | +5.04% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | — | -0.81% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | — | -0.55% | |
| 19 | NOW | Servicenow INC | 股票-科技 | 0.74% | — | -8.59% | |
| 20 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.69% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | -6.85% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -7.02% | |
| 23 | APP | Applovin Corp-class A | 股票-科技 | 0.59% | — | +8.64% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | -3.04% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.56% | — | -5.46% | |
| 26 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.55% | — | -4.65% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | — | -2.43% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | — | -10.59% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.51% | — | +0.35% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | — | |
| 31 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.50% | — | +10.23% | |
| 32 | INTU | Intuit INC | 股票-科技 | 0.49% | — | -12.73% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | — | -4.12% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | — | -4.94% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +0.44% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | — | — | |
| 37 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.43% | — | -7.14% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.43% | — | -48.86% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | — | +26.16% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.40% | — | +0.32% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | — | -2.70% | |
| 42 | MRVL | Marvell Technology INC | 股票-科技 | 0.39% | — | +13.96% | |
| 43 | TSLA | Tesla INC | 股票-循環性消費 | 0.39% | — | +11.72% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.37% | — | -1.51% | |
| 45 | INGR | Ingredion INC | 股票-非循環性消費 | 0.37% | — | — | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.36% | — | -27.48% | |
| 47 | ZTS | Zoetis INC | 股票-醫療保健 | 0.36% | — | -2.12% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.35% | — | -1.03% | |
| 49 | NFLX | Netflix INC | 股票-通訊服務 | 0.35% | — | +26.32% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.34% | — | -3.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QAI | Nyli Hdg Multi-str Trk ETF | +1% | +35.43% | 加碼 |
| 2 | APP | Applovin Corp-class A | +0.4% | +8.64% | 加碼 |
| 3 | AVGO | Broadcom INC | +0.3% | -1.26% | 減碼 |
| 4 | AMZN | Amazon.com INC | +0.3% | -1.96% | 減碼 |
| 5 | BCI | Abrdn Bloomberg All Commodit | +0.2% | NEW | 新建倉 |
| 6 | IWB | Ishares Russell 1000 ETF | +0.2% | +10.17% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.2% | -3.50% | 減碼 |
| 8 | MRVL | Marvell Technology INC | +0.2% | +13.96% | 加碼 |
| 9 | TSLA | Tesla INC | +0.2% | +11.72% | 加碼 |
| 10 | AAPL | Apple INC | +0.1% | -0.88% | 減碼 |
| 11 | NFLX | Netflix INC | +0.1% | +26.32% | 加碼 |
| 12 | BLK | Blackrock INC | +0.1% | NEW | 新建倉 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +26.16% | 加碼 |
| 14 | BKNG | Booking Holdings INC | +0.1% | +10.23% | 加碼 |
| 15 | HPE | Hewlett Packard Enterprise | +0.1% | +81.66% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.81% | 減碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.55% | 減碼 |
| 18 | IWV | Ishares Russell 3000 ETF | +0.1% | -1.32% | 減碼 |
| 19 | VVX | V2x INC | +0.1% | NEW | 新建倉 |
| 20 | TTD | Trade Desk Inc/the -class A | +0.1% | +313.93% | 加碼 |
| 21 | WRB | Wr Berkley CORP | +0.1% | NEW | 新建倉 |
| 22 | WFC | Wells Fargo & Co | +0.1% | +16.88% | 加碼 |
| 23 | AZO | Autozone INC | +0.1% | +46.46% | 加碼 |
| 24 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +3.81% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +5.04% | 加碼 |
| 26 | NTRS | Northern Trust CORP | +0.1% | +53.71% | 加碼 |
| 27 | KLAC | Kla CORP | -0.1% | -45.78% | 減碼 |
| 28 | KO | Coca-cola Co/the | -0.1% | -7.38% | 減碼 |
| 29 | VZ | Verizon Communications INC | -0.1% | -25.87% | 減碼 |
| 30 | NKE | Nike INC -cl B | -0.1% | -43.14% | 減碼 |
| 31 | LLY | Eli Lilly & Co | -0.1% | -2.70% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -3.10% | 減碼 |
| 33 | LOW | Lowe's Cos INC | -0.1% | -10.33% | 減碼 |
| 34 | INTU | Intuit INC | -0.1% | -12.73% | 減碼 |
| 35 | ZTS | Zoetis INC | -0.1% | -2.12% | 減碼 |
| 36 | AMGN | Amgen INC | -0.1% | -8.12% | 減碼 |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -5.46% | 減碼 |
| 38 | SUB | Ishares Short-term National | -0.1% | EXIT | 清倉 |
| 39 | UNH | Unitedhealth Group INC | -0.1% | -4.94% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.1% | -1.80% | 減碼 |
| 41 | ADBE | Adobe INC | -0.1% | -16.37% | 減碼 |
| 42 | EPD | Enterprise Products Partners | -0.1% | -90.24% | 減碼 |
| 43 | VXF | Vanguard Extended Market ETF | -0.1% | -37.36% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -3.97% | 減碼 |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.2% | EXIT | 清倉 |
| 46 | TMO | Thermo Fisher Scientific INC | -0.2% | -27.48% | 減碼 |
| 47 | VUSB | Vanguard Ultra Short Bond Et | -0.3% | EXIT | 清倉 |
| 48 | CWI | State Street Spdr Msci Acwi | -0.3% | -5.02% | 減碼 |
| 49 | COM | Direxion Auspice Brd Cmdty | -0.3% | -1.67% | 減碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.4% | -48.86% | 減碼 |