CIK: 0001650717
申報總市值
US$33.4億
僅顯示前 200 大持股（共 2674 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 | 5.04% | -0.18% | +0.51% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.96% | -0.10% | +4.99% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.90% | -0.17% | +12.62% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.62% | +4.53% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.69% | -0.33% | -0.11% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.48% | +0.57% | -9.78% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.27% | -0.11% | +5.91% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.20% | +0.07% | +2.76% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.93% | -0.30% | +4.68% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.47% | — | +4.34% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.35% | -0.09% | +3.43% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | -0.08% | +2.21% | |
| 13 | TSLA | Tesla INC | 股票-循環性消費 | 1.09% | -0.16% | +4.85% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.07% | +0.06% | -0.08% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.89% | — | -1.19% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | — | +0.84% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | +14.79% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.82% | — | -4.21% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | — | -2.34% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.66% | -0.14% | +0.42% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +0.69% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.51% | — | -5.96% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | — | +0.03% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +2.47% | |
| 25 | NFLX | Netflix INC | 股票-通訊服務 | 0.49% | — | +0.65% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | -0.09% | +1.98% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | +0.10% | +15.25% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | — | +1.61% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.44% | -0.09% | +0.15% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | +0.06% | +4.12% | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.42% | +0.12% | +0.85% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.41% | — | +3.11% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.40% | — | +27.12% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.19% | -10.98% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | +1.05% | |
| 36 | TGT | Target CORP | 股票-循環性消費 | 0.37% | +0.15% | -0.96% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.36% | — | +0.25% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | +0.07% | -4.23% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.31% | — | +84.26% | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.29% | -0.08% | +206.62% | |
| 41 | GE | General Electric | 股票-工業 | 0.28% | — | +1.78% | |
| 42 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.28% | -0.10% | -6.75% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.28% | — | -7.85% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.27% | +0.08% | +12.61% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | -1.22% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.25% | — | +6.52% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.25% | — | +6.63% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.25% | — | +3.94% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.25% | — | +65.22% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.24% | — | -11.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +4.99% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.1% | +4.53% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | +5.91% | 加碼 |
| 4 | AVGO | Broadcom INC | +0.7% | +3.43% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -1.19% | 加碼 |
| 6 | AAPL | Apple INC | +0.5% | +12.62% | 加碼 |
| 7 | TSLA | Tesla INC | +0.5% | +4.85% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.4% | +0.42% | 加碼 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.69% | 加碼 |
| 10 | AMZN | Amazon.com INC | +0.3% | +4.68% | 加碼 |
| 11 | VV | Vanguard Large-cap ETF | +0.3% | -7.85% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +2.21% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +1.61% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.84% | 加碼 |
| 15 | AXP | American Express Co | +0.2% | +0.25% | 加碼 |
| 16 | HD | Home Depot INC | +0.2% | -5.96% | 加碼 |
| 17 | VGT | Vanguard Info Tech ETF | +0.2% | -7.37% | 加碼 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.2% | +6.63% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +15.25% | 加碼 |
| 20 | PEP | Pepsico INC | +0.1% | +206.62% | 加碼 |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +65.22% | 加碼 |
| 22 | BAC | Bank Of America CORP | +0.1% | +1.05% | 加碼 |
| 23 | RDY | Dr. Reddy's Laboratories-adr | +0.1% | +54.59% | 加碼 |
| 24 | ASX | Ase Technology Holding -adr | +0.1% | +69.46% | 加碼 |
| 25 | GE | General Electric | +0.1% | +1.78% | 加碼 |
| 26 | PFE | Pfizer INC | +0.1% | +1.81% | 加碼 |
| 27 | ASML | ASML Holding N.V. | +0.1% | +0.85% | 減碼 |
| 28 | IWB | Ishares Russell 1000 ETF | +0.1% | +27.12% | 加碼 |
| 29 | MRK | Merck & Co. INC. | +0.1% | +27.64% | 加碼 |
| 30 | COF | Capital One Financial CORP | +0.1% | +0.44% | 加碼 |
| 31 | KB | Kb Financial Group Inc-adr | +0.1% | +77.36% | 加碼 |
| 32 | GEV | GE Vernova INC | +0.1% | +0.92% | 加碼 |
| 33 | WFC | Wells Fargo & Co | +0.1% | +6.52% | 加碼 |
| 34 | INFY | Infosys Ltd-sp Adr | +0.1% | +32.13% | 加碼 |
| 35 | AMD | Advanced Micro Devices | +0.1% | +1.94% | 加碼 |
| 36 | VO | Vanguard Mid-cap ETF | +0.1% | -6.07% | 加碼 |
| 37 | NFLX | Netflix INC | +0.1% | +0.65% | 加碼 |
| 38 | GS | Goldman Sachs Group INC | +0.1% | +0.54% | 加碼 |
| 39 | AMAT | Applied Materials INC | +0.1% | -0.45% | 加碼 |
| 40 | WMT | Walmart INC | +0.1% | +4.12% | 加碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -29.98% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -0.2% | +1.98% | 減碼 |
| 43 | HSBC | Hsbc Holdings Plc-spons Adr | -0.2% | -71.16% | 減碼 |
| 44 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | +2.76% | 減碼 |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.6% | -2.34% | 減碼 |
| 46 | SCZ | Ishares Msci Eafe Small-cap | -0.6% | -33.36% | 減碼 |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | -1.2% | -0.11% | 減碼 |
| 48 | IEMG | Ishares Core Msci Emerging | -2.6% | -4.21% | 減碼 |
| 49 | AGG | Ishares Core U.s. Aggregate | -3% | +20.42% | 減碼 |
| 50 | JPST | Jpmorgan Ultra-short Income | -3.1% | -9.78% | 減碼 |