CIK: 0001810099
申報總市值
US$10.5億
僅顯示前 200 大持股（共 236 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 | 10.49% | — | +573.45% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.97% | — | +3.30% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.57% | — | -3.51% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.88% | — | +32.86% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.17% | +3.41% | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.77% | -0.29% | EXIT | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.70% | — | -1.95% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.61% | — | -1.11% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.45% | — | -0.99% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.28% | — | +3.83% | |
| 11 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.25% | — | -6.27% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.21% | — | +336.55% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.15% | — | -40.16% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | — | +0.63% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 1.08% | — | -1.01% | |
| 16 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.04% | — | +3.42% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.99% | -0.55% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | -1.34% | -16.92% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.95% | — | +0.10% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 0.92% | — | -16.92% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.90% | +1.35% | NEW | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.89% | -1.39% | EXIT | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.89% | — | — | |
| 24 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.89% | — | +2.06% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | — | +0.60% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.88% | — | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.88% | — | -0.43% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.87% | — | +5.61% | |
| 29 | PSX | Phillips 66 | 股票-能源 | 0.83% | — | +1.82% | |
| 30 | TSLA | Tesla INC | 股票-循環性消費 | 0.79% | — | -5.25% | |
| 31 | CAVA | Cava Group INC | 股票-循環性消費 | 0.76% | -0.31% | EXIT | |
| 32 | ALB | Albemarle CORP | 股票-原物料 | 0.76% | — | — | |
| 33 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.73% | — | -8.53% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.71% | — | +1.53% | |
| 35 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.70% | — | — | |
| 36 | MNDY | monday.com Ltd. | 股票-科技 | 0.69% | — | -5.16% | |
| 37 | UBER | Uber Technologies INC | 股票-工業 | 0.67% | — | -12.47% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | -0.33% | -26.37% | |
| 39 | BX | Blackstone INC | 股票-金融 | 0.66% | -0.29% | -16.08% | |
| 40 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.65% | — | -4.82% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | -3.12% | |
| 42 | OKE | Oneok INC | 股票-能源 | 0.65% | — | +0.13% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | — | +2.09% | |
| 44 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.64% | — | -8.17% | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.62% | — | -5.05% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.62% | +0.34% | +6.60% | |
| 47 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.62% | — | -5.98% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +9.35% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | — | +1.98% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.61% | — | +6.01% |