CIK: 0001803848
申報總市值
US$12.7億
僅顯示前 200 大持股（共 799 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 13.15% | -0.45% | +137.35% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.27% | — | +159.11% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.29% | — | +181.72% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.70% | — | +144.96% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.58% | -0.34% | +139.95% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.51% | — | +156.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -0.42% | +21.31% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.45% | -0.11% | +17.84% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.33% | +0.20% | +140.84% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.47% | — | +152.49% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.25% | — | +155.26% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | -0.06% | +111.62% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.07% | +42.91% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.11% | -0.06% | +63.19% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 0.88% | -0.17% | -0.24% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.75% | — | +15.75% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.74% | — | +55.73% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | — | +137.54% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | — | +62.41% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.66% | — | +197.30% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.65% | +0.07% | +31.37% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | — | — | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.60% | — | +2.29% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.08% | +15.72% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 0.54% | — | +4.68% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +48.24% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.52% | — | +1.24% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.51% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | — | +11.90% | |
| 30 | HUM | Humana INC | 股票-醫療保健 | 0.47% | — | +3.05% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | -0.34% | +140.21% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.11% | +82.14% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 0.44% | — | +8.94% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | +0.04% | +158.99% | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.44% | — | +81.81% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.43% | — | +8.37% | |
| 37 | CME | Cme Group INC | 股票-金融 | 0.42% | — | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | — | +110.33% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.38% | — | +1.69% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.37% | — | +241.85% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.37% | -0.07% | +318.47% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.36% | — | +17.95% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.36% | — | -0.44% | |
| 44 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.35% | -0.25% | +12.55% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | — | +9.21% | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.31% | — | +0.38% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.30% | — | +89.31% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.30% | — | +206.16% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.30% | — | +9.37% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.30% | — | +28.22% |