CIK: 0001810099
申報總市值
US$10.5億
僅顯示前 200 大持股（共 252 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 | 3.34% | — | +22.29% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.14% | — | +174.17% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.22% | -2.22% | EXIT | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | — | +4.40% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.93% | -1.34% | +17.94% | |
| 6 | WMT | Walmart INC | 股票-非循環性消費 | 1.90% | -0.80% | +244.48% | |
| 7 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.68% | -1.12% | +117.42% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.17% | +10.74% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.60% | — | +76.35% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.60% | +0.39% | — | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.59% | — | -42.01% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | — | +19.87% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.47% | -0.46% | -8.02% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.39% | -1.39% | EXIT | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | -1.33% | EXIT | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.29% | +0.69% | — | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.14% | -1.14% | EXIT | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.09% | — | +6.51% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.08% | -0.41% | -25.66% | |
| 20 | HOOD | Robinhood Markets INC - A | 股票-金融 | 1.07% | -0.42% | +47.09% | |
| 21 | WM | Waste Management INC | 股票-工業 | 1.06% | -0.46% | +138.44% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.06% | -1.05% | EXIT | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.05% | — | +4.68% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | — | +27.98% | |
| 25 | AAPL | Apple INC | 股票-科技 | 1.02% | — | +26.57% | |
| 26 | QCOM | Qualcomm INC | 股票-科技 | 1.00% | -0.33% | +17.42% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.98% | — | +38.35% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | — | +16.99% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.93% | — | +64.18% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.92% | — | +176.84% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.92% | — | +29.51% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.91% | +0.34% | +52.29% | |
| 33 | BX | Blackstone INC | 股票-金融 | 0.87% | -0.29% | +39.48% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.86% | -0.28% | +195.92% | |
| 35 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.82% | — | — | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.82% | — | +32.81% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.81% | — | +22.60% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.81% | — | +36.48% | |
| 39 | INDA | Ishares Msci India ETF | ETF-其他 | 0.77% | — | +36.12% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | — | +4.13% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.73% | — | +3.34% | |
| 42 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.72% | — | +42.27% | |
| 43 | UBER | Uber Technologies INC | 股票-工業 | 0.72% | — | -5.24% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | — | +61.02% | |
| 45 | VST | Vistra CORP | 股票-公用事業 | 0.70% | -0.30% | — | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.69% | — | +186.54% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | — | +272.45% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.68% | -0.55% | -53.73% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.68% | — | +4.72% | |
| 50 | DDOG | Datadog INC - Class A | 股票-科技 | 0.67% | — | -0.82% |