CIK: 0001830817
申報總市值
US$5.2億
僅顯示前 200 大持股（共 201 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 | AAPL | Apple INC | 股票-科技 | 9.42% | -0.93% | -1.95% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.38% | -0.94% | +6.50% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.90% | +0.21% | -1.77% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.74% | — | +2271.71% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.02% | -0.30% | +4.72% | |
| 6 | PFE | Pfizer INC | 股票-醫療保健 | 1.82% | — | +1.58% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.80% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.77% | — | +0.69% | |
| 9 | APO | Apollo Global Management INC | 股票-金融 | 1.75% | -0.53% | -2.32% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | +0.17% | +1.01% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | — | +2.64% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.39% | +0.17% | -5.21% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.36% | — | +3.07% | |
| 14 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.31% | — | — | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 1.19% | +0.03% | +5.76% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | — | +4.33% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.16% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | — | -0.89% | |
| 19 | FMHI | First Trust Municipal High I | ETF-其他 | 1.15% | — | +38.19% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.13% | — | -1.77% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | — | +10.21% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.07% | — | -1.00% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.05% | — | +2.71% | |
| 24 | DRVN | Driven Brands Holdings INC | 股票-其他 | 1.03% | — | — | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.00% | -0.01% | -0.10% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.00% | — | +1.56% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | +0.03% | +3.09% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | -0.22% | +38.67% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.90% | — | +0.75% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.90% | +0.20% | +0.59% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | +2.10% | |
| 32 | BX | Blackstone INC | 股票-金融 | 0.82% | +0.02% | +8.99% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.82% | — | +1.60% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.80% | — | +1.83% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.80% | +0.08% | +10.85% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.79% | — | -12.52% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | -9.02% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.78% | — | -0.28% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.26% | +56.11% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | — | +15.09% | |
| 41 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.68% | — | -3.89% | |
| 42 | GS | Goldman Sachs Group INC | 股票-金融 | 0.67% | — | +1.31% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | — | +4.38% | |
| 44 | WMB | Williams Cos INC | 股票-能源 | 0.65% | +0.06% | +0.32% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.64% | +0.05% | +0.57% | |
| 46 | HON | Honeywell International INC | 股票-工業 | 0.63% | — | +6.09% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.63% | +0.03% | +6.71% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.61% | — | — | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.59% | — | -0.33% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.58% | — | +10.50% |