CIK: 0001731446
申報總市值
US$86.5億
僅顯示前 200 大持股（共 340 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 11.28% | — | -4.62% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.57% | -0.64% | -0.07% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.51% | +0.07% | -0.32% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.11% | -0.44% | -0.07% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.43% | — | -1.26% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.25% | — | -0.41% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.19% | -1.75% | -0.04% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.36% | -0.37% | -3.92% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.87% | — | -8.97% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.56% | -5.35% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.19% | -0.25% | -4.92% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.13% | — | -1.19% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | -0.27% | -5.26% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.06% | -0.57% | -1.61% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | — | -3.89% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.98% | — | -1.10% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.92% | +0.19% | -0.03% | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 0.79% | — | -0.06% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.76% | — | -24.68% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.75% | — | -6.56% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | -1.19% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.72% | — | -0.07% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.71% | — | -1.35% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.71% | — | — | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.67% | — | -26.57% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | — | -4.52% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.66% | — | -0.86% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | — | -0.89% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | -0.21% | -0.66% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.60% | — | -0.49% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.59% | — | -0.50% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | -0.51% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.54% | — | -1.20% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | -0.56% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | -0.13% | — | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.53% | — | -1.73% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.21% | -14.46% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | -10.19% | |
| 39 | SPG | Simon Property Group INC | 股票-房地產 | 0.45% | — | -10.55% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.43% | +0.13% | — | |
| 41 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.42% | — | -0.70% | |
| 42 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.42% | — | -0.63% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | — | -1.30% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | -13.20% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | — | -5.24% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | — | — | |
| 47 | MU | Micron Technology INC | 股票-科技 | 0.40% | — | -0.85% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.38% | — | -0.15% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | — | -12.91% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.37% | — | -9.38% |