CIK: 0001846991
申報總市值
US$6.5億
僅顯示前 200 大持股（共 327 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.67% | -0.42% | +3.26% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 7.07% | — | -25.63% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.77% | +0.45% | +2.11% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.65% | +0.31% | +0.10% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.48% | +0.18% | +5.76% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.36% | — | +5.37% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.83% | -0.14% | -16.23% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -0.52% | -5.83% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.68% | +0.20% | +1.27% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.43% | +0.31% | +3.22% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.39% | -0.07% | — | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.20% | — | +9.33% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.16% | — | -3.90% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.55% | -0.13% | -0.25% | |
| 15 | SDSI | Amer Cent Sh Dur Strat INC | ETF-其他 | 1.37% | +0.41% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.36% | -0.12% | -1.49% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | -0.37% | +22.49% | |
| 18 | NBSD | Neuberger Short Duration INC | ETF-其他 | 1.36% | +0.18% | — | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.31% | -0.25% | +0.14% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | +0.11% | +5.88% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.72% | — | -1.56% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 0.72% | — | -4.52% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.18% | +2.48% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | — | +0.69% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.69% | — | -0.42% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | — | +0.15% | |
| 27 | ITT | Itt INC | 股票-工業 | 0.58% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.24% | -4.89% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | -0.11% | +0.10% | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.54% | — | -0.83% | |
| 31 | COF | Capital One Financial CORP | 股票-金融 | 0.49% | -0.16% | -0.01% | |
| 32 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.47% | — | -0.01% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.44% | -0.33% | -12.96% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.43% | — | +10.07% | |
| 35 | WMB | Williams Cos INC | 股票-能源 | 0.43% | — | +0.39% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.42% | — | +0.08% | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.42% | — | -2.87% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.39% | — | +0.34% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.38% | — | +12.22% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.36% | — | — | |
| 41 | HON | Honeywell International INC | 股票-工業 | 0.33% | — | -20.37% | |
| 42 | ELV | Elevance Health INC | 股票-醫療保健 | 0.33% | — | -5.51% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.33% | — | -1.19% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.32% | — | -1.07% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.32% | — | -0.70% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.31% | — | -1.59% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | -0.08% | -15.65% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.30% | — | +0.12% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.29% | — | +0.43% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | — | +0.38% |