CIK: 0001846991
申報總市值
US$6.5億
僅顯示前 200 大持股（共 326 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 | 7.49% | -0.42% | +0.64% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.86% | — | +2.41% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.64% | +0.45% | +1.52% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.78% | +0.31% | -1.87% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.37% | +0.18% | +1.45% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.14% | — | +1.18% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.74% | -0.14% | -4.45% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.59% | +0.20% | +1.26% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.40% | — | +3.27% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.35% | +0.31% | +2.66% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.52% | -5.91% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.16% | -0.07% | -5.00% | |
| 13 | SDSI | Amer Cent Sh Dur Strat INC | ETF-其他 | 1.85% | +0.41% | +42.21% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.76% | -0.13% | -7.28% | |
| 15 | NBSD | Neuberger Short Duration INC | ETF-其他 | 1.75% | +0.18% | +35.11% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | -0.25% | +2.32% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.29% | — | -37.59% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.29% | -0.12% | +94.50% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | -0.37% | -6.57% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | +0.11% | +113.63% | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | +0.17% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | — | +1.04% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | — | -4.32% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.63% | — | +0.03% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | -0.18% | -15.03% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.58% | — | +0.40% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.24% | +0.46% | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 0.53% | -0.16% | +0.17% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.53% | — | +0.24% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.50% | -0.11% | -0.22% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | — | +2.04% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.41% | — | +0.11% | |
| 33 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.41% | — | +0.09% | |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.40% | — | +0.16% | |
| 35 | FEIM | Frequency Electronics INC | 股票-其他 | 0.39% | -0.08% | +152.47% | |
| 36 | WMB | Williams Cos INC | 股票-能源 | 0.39% | — | +0.04% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | -0.08% | +28.62% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.37% | -0.33% | +74.82% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.34% | — | +0.18% | |
| 40 | ELV | Elevance Health INC | 股票-醫療保健 | 0.34% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.33% | — | -1.59% | |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.32% | — | +12.31% | |
| 43 | EZBC | Franklin Bitcoin ETF | ETF-加密貨幣 | 0.31% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | — | -0.42% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.31% | — | +2.47% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.30% | — | -0.19% | |
| 47 | C | Citigroup INC | 股票-金融 | 0.30% | — | +0.15% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.30% | — | +0.42% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.29% | +0.13% | +8.70% | |
| 50 | HON | Honeywell International INC | 股票-工業 | 0.29% | — | +0.06% |