CIK: 0001810099
申報總市值
US$10.5億
僅顯示前 200 大持股（共 250 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.09% | — | +2.54% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.87% | — | -75.72% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 2.23% | +1.35% | NEW | |
| 4 | XLF | Ss Financial Select Sector | ETF-其他 | 2.20% | -0.41% | +2.45% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.16% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | — | -2.88% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.17% | -0.45% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | — | -5.94% | |
| 9 | SNOW | Snowflake INC | 股票-科技 | 1.43% | — | +281.96% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.43% | — | — | |
| 11 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 1.40% | — | +50.81% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.37% | -0.46% | — | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.11% | — | +1.56% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.07% | -1.39% | EXIT | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.06% | — | +21.09% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 1.04% | — | -1.21% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.95% | — | +8.20% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.93% | — | -72.32% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.93% | — | -1.96% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.91% | — | +9.75% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 0.90% | +0.34% | -2.68% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | — | +39.20% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | — | -0.05% | |
| 24 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.86% | — | -49.88% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | — | +4.32% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.84% | — | +1.38% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | — | -1.53% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.82% | — | -49.17% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.81% | -2.22% | EXIT | |
| 30 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.81% | — | +0.40% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.81% | -0.33% | -10.92% | |
| 32 | INDA | Ishares Msci India ETF | ETF-其他 | 0.80% | — | +1.92% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.80% | — | +7.68% | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.80% | -1.14% | EXIT | |
| 35 | OKTA | Okta INC | 股票-科技 | 0.79% | — | +476.07% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.77% | — | -51.05% | |
| 37 | OKE | Oneok INC | 股票-能源 | 0.77% | — | -16.17% | |
| 38 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.77% | — | +5.04% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.74% | — | +3.73% | |
| 40 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.74% | -1.12% | +14.05% | |
| 41 | BX | Blackstone INC | 股票-金融 | 0.74% | -0.29% | +11.71% | |
| 42 | T | At&t INC | 股票-通訊服務 | 0.73% | — | +1.74% | |
| 43 | IOT | Samsara Inc-cl A | 股票-科技 | 0.73% | — | +926.95% | |
| 44 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.72% | — | — | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.71% | -0.80% | -50.77% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.71% | — | +4.47% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.70% | — | -1.40% | |
| 48 | TOST | Toast Inc-class A | 股票-科技 | 0.70% | — | — | |
| 49 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.69% | — | -1.12% | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.68% | — | -55.25% |