CIK: 0001911900
申報總市值
US$1.3億
僅顯示前 200 大持股（共 269 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 | 13.80% | +0.49% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.20% | +0.18% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.49% | +0.14% | — | |
| 4 | NOW | Servicenow INC | 股票-科技 | 3.47% | +0.30% | — | |
| 5 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.41% | — | — | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.37% | +0.11% | — | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.07% | -0.33% | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.06% | -0.03% | — | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.66% | +0.03% | — | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | +0.03% | — | |
| 11 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.62% | -0.10% | — | |
| 12 | ELV | Elevance Health INC | 股票-醫療保健 | 1.32% | -0.05% | — | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 1.21% | — | — | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.18% | -0.03% | — | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.14% | -0.01% | — | |
| 16 | BIIB | Biogen INC | 股票-醫療保健 | 1.11% | — | — | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.10% | — | — | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | — | — | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.94% | — | — | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.93% | — | — | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.92% | — | — | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.90% | — | — | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | — | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.02% | — | |
| 25 | GD | General Dynamics CORP | 股票-工業 | 0.84% | -0.07% | — | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.83% | — | — | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | — | — | |
| 28 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.80% | — | — | |
| 29 | NOC | Northrop Grumman CORP | 股票-工業 | 0.80% | — | — | |
| 30 | ISCB | Ishares Morningstar Sm Cap | ETF-其他 | 0.79% | -0.02% | — | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 0.77% | -0.12% | — | |
| 32 | WELL | Welltower INC | 股票-房地產 | 0.75% | — | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | — | |
| 34 | JLL | Jones Lang Lasalle INC | 股票-房地產 | 0.73% | — | — | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.72% | -0.07% | — | |
| 36 | CLX | Clorox Company | 股票-非循環性消費 | 0.70% | -0.04% | — | |
| 37 | SNA | Snap-on INC | 股票-工業 | 0.64% | -0.01% | — | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.61% | — | — | |
| 39 | COF | Capital One Financial CORP | 股票-金融 | 0.60% | -0.07% | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.27% | — | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | +0.15% | — | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.58% | — | — | |
| 43 | LMT | Lockheed Martin CORP | 股票-工業 | 0.57% | — | — | |
| 44 | LEA | Lear CORP | 股票-循環性消費 | 0.55% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.04% | — | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.53% | -0.11% | — | |
| 47 | ECL | Ecolab INC | 股票-原物料 | 0.53% | — | — | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.52% | — | — | |
| 49 | WM | Waste Management INC | 股票-工業 | 0.52% | — | — | |
| 50 | UPS | United Parcel Service-cl B | 股票-工業 | 0.52% | -0.04% | — |