CIK: 0000733444
申報總市值
US$3.6億
僅顯示前 200 大持股（共 226 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 | NVDA | Nvidia CORP | 股票-科技 | 5.59% | — | +949.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.04% | -0.46% | +4.06% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.30% | +0.37% | +1.73% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.02% | -0.06% | +3.87% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.57% | -0.02% | -6.01% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.01% | -0.16% | +0.65% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 2.12% | -0.01% | -13.86% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.87% | +0.02% | +6.33% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.79% | — | +0.71% | |
| 10 | CI | THE Cigna Group | 股票-醫療保健 | 1.72% | — | +27.45% | |
| 11 | WMT | Walmart INC | 股票-非循環性消費 | 1.49% | +0.29% | +0.43% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.44% | -0.05% | +3.06% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.39% | — | +1.37% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.39% | — | +2.33% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | -0.60% | +2.40% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 1.31% | — | -3.25% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | — | -0.24% | |
| 18 | EOI | Eaton Vance Enhanced Eq Incm | 股票-其他 | 1.19% | — | +3.46% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | — | -32.89% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | +1.28% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | -0.13% | +0.97% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 1.03% | -0.07% | -0.80% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.98% | +0.37% | +13.02% | |
| 24 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.96% | — | -2.02% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.93% | — | -2.99% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.90% | — | +20.45% | |
| 27 | NFLX | Netflix INC | 股票-通訊服務 | 0.88% | -0.19% | +298.91% | |
| 28 | GE | General Electric | 股票-工業 | 0.82% | — | +201.22% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | — | +0.07% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | +1.30% | |
| 31 | ANETEUR | Arista Networks INC | 股票-其他 | 0.76% | — | +1.43% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.74% | — | — | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.72% | — | +12.81% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.72% | -0.65% | +21.39% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.72% | — | -0.93% | |
| 36 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.67% | — | -24.02% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.07% | +0.17% | |
| 38 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.65% | — | -4.08% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.63% | -0.15% | +14.56% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | -1.08% | |
| 41 | NOW | Servicenow INC | 股票-科技 | 0.60% | — | +19.64% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.60% | — | — | |
| 43 | EOS | Eaton Vance Enh Eqt INC Ii | 股票-其他 | 0.58% | — | +4.04% | |
| 44 | ETW | Eaton Vance T/m Glbl Buy-wr | 股票-其他 | 0.56% | — | +0.81% | |
| 45 | EME | Emcor Group INC | 股票-工業 | 0.50% | — | -12.28% | |
| 46 | CAT | Caterpillar INC | 股票-工業 | 0.49% | +0.23% | +8.21% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | — | — | |
| 48 | PH | Parker Hannifin CORP | 股票-工業 | 0.48% | — | -7.44% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.48% | -0.20% | -0.10% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.48% | — | -1.58% |