CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 1335 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.15% | -0.18% | -16.50% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.53% | -0.10% | +14.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | -0.62% | +16.32% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.09% | -0.17% | +1.62% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.04% | +0.57% | -43.93% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.78% | -0.33% | -28.27% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.27% | +0.07% | -21.01% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.04% | -0.30% | +12.44% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.72% | -0.11% | +12.06% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.48% | — | -9.60% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.46% | -0.08% | +6.94% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.23% | +0.06% | +5.10% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.21% | -0.09% | +17.26% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +10.52% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.86% | — | -76.70% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 0.83% | -0.16% | +13.04% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.81% | — | +86.53% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +0.02% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | -42.16% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | +89.33% | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 0.60% | — | +2.19% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | +19.76% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.14% | +24.85% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | +68.32% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | — | -19.63% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | -0.09% | -10.85% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.48% | -0.09% | +4.64% | |
| 28 | TGT | Target CORP | 股票-循環性消費 | 0.46% | +0.15% | +0.45% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.19% | +14.63% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | +0.06% | +5.67% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | +0.07% | +18.70% | |
| 32 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.38% | -0.10% | -0.83% | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.38% | +0.12% | -1.82% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.38% | — | +80.57% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | +32.34% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.36% | +0.10% | +26.71% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.35% | — | +27.42% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.35% | — | -0.98% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.32% | — | -3.47% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | +52.72% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.31% | — | +3533.41% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | +30.63% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.30% | -0.08% | +11.72% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.27% | +0.08% | -18.49% | |
| 45 | GE | General Electric | 股票-工業 | 0.26% | — | +15.21% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.26% | +0.06% | -2.79% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.25% | — | -11.61% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.25% | — | +33.61% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.25% | — | +20.06% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.24% | — | -1.44% |