CIK: 0001912339
申報總市值
US$2.8億
僅顯示前 200 大持股（共 498 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 | 5.50% | -0.51% | -0.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.27% | -0.52% | -9.14% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.42% | — | -14.30% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.04% | — | +5.45% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.99% | +1.67% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.96% | -0.28% | -0.18% | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 1.88% | — | -1.12% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.72% | +0.55% | NEW | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.71% | +0.06% | +1.10% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.60% | — | -3.35% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.58% | — | +11.91% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.42% | +0.47% | +1.80% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.33% | +0.30% | -41.11% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.32% | +0.32% | -0.19% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | +1.91% | -7.38% | |
| 16 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.27% | — | -2.46% | |
| 17 | COP | Conocophillips | 股票-能源 | 1.21% | -0.04% | +6.85% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.04% | — | +3.09% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.04% | — | +3.59% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.03% | — | +1.59% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 0.96% | -0.25% | +5.44% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.14% | -1.01% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事業 | 0.86% | — | -6.06% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.86% | — | -0.34% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | +1.58% | -28.92% | |
| 26 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.85% | +0.04% | -0.21% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | — | +9.15% | |
| 28 | SYBT | Stock Yards Bancorp INC | 股票-其他 | 0.82% | — | — | |
| 29 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.79% | +0.22% | — | |
| 30 | PBT | Permian Basin Royalty Trust | 股票-其他 | 0.79% | — | — | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.77% | +0.05% | -0.87% | |
| 32 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.74% | — | -13.26% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | — | +55.18% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +1.00% | +10.71% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.67% | — | +9.22% | |
| 36 | DHR | Danaher CORP | 股票-醫療保健 | 0.67% | — | -7.78% | |
| 37 | PWR | Quanta Services INC | 股票-工業 | 0.64% | — | -11.35% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.62% | — | -1.07% | |
| 39 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.62% | — | +56.83% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.61% | — | +56.77% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.57% | — | +10.03% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.56% | — | +6.37% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | — | -0.95% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | -5.52% | |
| 45 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.52% | — | +22.41% | |
| 46 | MS | Morgan Stanley | 股票-金融 | 0.52% | — | +6.53% | |
| 47 | MSI | Motorola Solutions INC | 股票-科技 | 0.51% | — | +0.04% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.50% | — | -10.26% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | -1.13% | |
| 50 | AMGN | Amgen INC | 股票-醫療保健 | 0.49% | — | -3.59% |