CIK: 0002051343
申報總市值
US$1.8億
| # | 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 | 12.51% | — | +0.77% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 7.71% | -0.07% | -0.34% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 6.82% | -0.25% | +15.74% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.65% | -0.82% | +2.42% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.99% | -0.29% | +1.60% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.59% | +0.41% | +6.84% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | +0.32% | -41.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.56% | -0.32% | +0.08% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.25% | — | -1.11% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.17% | -0.06% | +23.39% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.39% | — | +1.40% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 2.21% | -0.17% | +0.87% | |
| 13 | TSLA | Tesla INC | 股票-循環性消費 | 2.02% | -0.26% | +39.25% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.93% | -0.12% | -2.86% | |
| 15 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.60% | — | +29.21% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 1.57% | +0.34% | -1.54% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.38% | +0.17% | +4.69% | |
| 18 | NFLX | Netflix INC | 股票-通訊服務 | 1.35% | +0.14% | +0.26% | |
| 19 | PROF | Profound Medical CORP | 股票-其他 | 1.34% | -0.10% | +10.47% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | — | +8.32% | |
| 21 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.14% | +0.01% | +72.10% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.14% | -0.03% | -1.78% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 1.13% | -0.05% | +6.99% | |
| 24 | MRVL | Marvell Technology INC | 股票-科技 | 1.06% | +0.24% | +4.11% | |
| 25 | GM | General Motors Co | 股票-循環性消費 | 0.87% | -0.01% | -5.74% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.80% | -0.02% | -11.14% | |
| 27 | UBER | Uber Technologies INC | 股票-工業 | 0.80% | -0.08% | -73.14% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | -0.06% | -7.76% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | +1.75% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +3.30% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.01% | -1.18% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.54% | -0.01% | +3.16% | |
| 33 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.54% | -0.02% | -3.24% | |
| 34 | MU | Micron Technology INC | 股票-科技 | 0.50% | +0.06% | -1.22% | |
| 35 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.50% | -0.26% | EXIT | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.46% | — | +4.27% | |
| 37 | WM | Waste Management INC | 股票-工業 | 0.45% | — | — | |
| 38 | XLB | Ss Materials Select Sector | ETF-其他 | 0.44% | — | +0.19% | |
| 39 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.44% | — | -4.60% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +10.54% | |
| 41 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.42% | +0.41% | +38.29% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | — | -2.60% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | -0.04% | — | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.40% | — | -0.81% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | -0.03% | +101.72% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.39% | — | -0.82% | |
| 47 | BLDR | Builders Firstsource INC | 股票-工業 | 0.36% | -0.08% | -1.30% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.36% | — | — | |
| 49 | RRR | Red Rock Resorts Inc-class A | 股票-其他 | 0.34% | -0.03% | -1.43% | |
| 50 | NET | Cloudflare INC - Class A | 股票-科技 | 0.33% | — | -71.04% |