CIK: 0002062680
申報總市值
US$491.9億
僅顯示前 200 大持股（共 533 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 76.44% | +10.83% | +2.29% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 13.02% | +1.49% | +0.21% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | +0.14% | +2.68% | |
| 4 | AAPL | Apple INC | 股票-科技 | 0.56% | -2.06% | EXIT | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | — | +1243.07% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.38% | -1.16% | EXIT | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.27% | +0.05% | +12.67% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | -0.34% | +1217.14% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.23% | +0.05% | +13.22% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.20% | — | -0.72% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.20% | — | +1133.96% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 0.19% | — | +1692.29% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.17% | — | +1146.04% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.17% | +0.03% | +1.18% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.15% | +0.03% | -28.31% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.14% | +0.03% | +20.53% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | -0.37% | EXIT | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.12% | — | +969.30% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 0.12% | -0.33% | +1249.54% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | — | +985.75% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | -0.25% | EXIT | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.09% | -0.01% | +980.19% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.09% | +0.01% | -22.60% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.09% | — | +987.06% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.09% | — | +976.96% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.09% | -0.05% | +1378.26% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.09% | +0.01% | -20.71% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.08% | — | +983.71% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.08% | — | +2197.42% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.08% | — | +986.26% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.08% | — | +982.21% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.08% | -0.04% | +987.40% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.07% | -0.03% | +2018.05% | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.07% | — | +1357.64% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.07% | — | +3.34% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.07% | — | +986.94% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.06% | — | +1376.68% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.06% | — | +1365.99% | |
| 39 | AMAT | Applied Materials INC | 股票-科技 | 0.06% | -0.15% | EXIT | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.06% | — | +983.46% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.05% | -0.01% | +974.67% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.05% | — | +1378.60% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.05% | -0.17% | EXIT | |
| 44 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.05% | — | -4.06% | |
| 45 | INTU | Intuit INC | 股票-科技 | 0.05% | — | +1373.59% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.05% | — | +989.20% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.05% | — | +1354.57% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.04% | — | +989.95% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.04% | — | +992.55% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.04% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +1243.07% | 加碼 |
| 2 | AAPL | Apple INC | +0.5% | +1117.85% | 加碼 |
| 3 | AMZN | Amazon.com INC | +0.4% | +1163.19% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +1217.14% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1133.96% | 加碼 |
| 6 | AVGO | Broadcom INC | +0.2% | +1692.29% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1146.04% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +978.19% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +969.30% | 加碼 |
| 10 | TSLA | Tesla INC | +0.1% | +1249.54% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.1% | +1986.86% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +985.75% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +980.19% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +1378.26% | 加碼 |
| 15 | UNH | Unitedhealth Group INC | +0.1% | +987.06% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +976.96% | 加碼 |
| 17 | QCOM | Qualcomm INC | +0.1% | +2197.42% | 加碼 |
| 18 | MA | Mastercard INC - A | +0.1% | +983.71% | 加碼 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +986.26% | 加碼 |
| 20 | HD | Home Depot INC | +0.1% | +982.21% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +987.40% | 加碼 |
| 22 | INTC | Intel CORP | +0.1% | +2018.05% | 加碼 |
| 23 | NFLX | Netflix INC | +0.1% | +1357.64% | 加碼 |
| 24 | MRK | Merck & Co. INC. | +0.1% | +986.94% | 加碼 |
| 25 | AMAT | Applied Materials INC | +0.1% | +1844.08% | 加碼 |
| 26 | PEP | Pepsico INC | +0.1% | +1376.68% | 加碼 |
| 27 | ADBE | Adobe INC | +0.1% | +1365.99% | 加碼 |
| 28 | CRM | Salesforce INC | +0.1% | +983.46% | 加碼 |
| 29 | CSCO | Cisco Systems INC | +0.1% | +1378.60% | 加碼 |
| 30 | INTU | Intuit INC | +0.1% | +1373.59% | 加碼 |
| 31 | KO | Coca-cola Co/the | +0.1% | +989.20% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +1354.57% | 加碼 |
| 33 | CVX | Chevron CORP | 0% | +974.67% | 加碼 |
| 34 | BAC | Bank Of America CORP | 0% | +989.03% | 加碼 |
| 35 | DIS | Walt Disney Co/the | 0% | +992.55% | 加碼 |
| 36 | TMO | Thermo Fisher Scientific INC | 0% | +989.95% | 加碼 |
| 37 | AMGN | Amgen INC | 0% | +1374.85% | 加碼 |
| 38 | KLAC | Kla CORP | 0% | +2172.70% | 加碼 |
| 39 | ORCL | Oracle CORP | 0% | +992.46% | 加碼 |
| 40 | MCD | Mcdonald's CORP | 0% | +986.02% | 加碼 |
| 41 | ISRG | Intuitive Surgical INC | 0% | +1377.13% | 加碼 |
| 42 | ABT | Abbott Laboratories | 0% | +987.67% | 加碼 |
| 43 | GE | General Electric | 0% | +987.15% | 加碼 |
| 44 | HON | Honeywell International INC | 0% | +1371.77% | 加碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | +12.67% | 加碼 |
| 46 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.68% | 加碼 |
| 47 | VCIT | Vanguard Int-term Corporate | -0.1% | -28.31% | 減碼 |
| 48 | VT | Vanguard Tot World Stk ETF | -1.5% | +0.21% | 加碼 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -5.5% | +2.29% | 加碼 |
| 50 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 清倉 |