CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 1625 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 | AAPL | Apple INC | 股票-科技 | 7.79% | +0.84% | -0.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.23% | +3.94% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.45% | +1.35% | +5.08% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.00% | +0.64% | +10.98% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.58% | — | +2128.50% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | — | -0.12% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.17% | +3.74% | |
| 8 | ABBV | Abbvie INC | 股票-醫療保健 | 1.00% | — | -0.60% | |
| 9 | PFE | Pfizer INC | 股票-醫療保健 | 0.93% | — | +1.83% | |
| 10 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.91% | — | +11.94% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.44% | +11.29% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | — | +10.40% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.83% | — | +13.44% | |
| 14 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | -0.16% | +33.26% | |
| 15 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.74% | — | -17.16% | |
| 16 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.74% | -0.13% | +2.17% | |
| 17 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.73% | — | +6.37% | |
| 18 | QCOM | Qualcomm INC | 股票-科技 | 0.72% | — | -4.05% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.70% | — | +11.92% | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.69% | — | +2.67% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.44% | +1.88% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.68% | -0.93% | +1.89% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.14% | -6.21% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | -0.18% | +25.44% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | -11.52% | |
| 26 | SFST | Southern First Bancshares | 股票-其他 | 0.58% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | +3.75% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.56% | — | +0.31% | |
| 29 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.54% | — | +2512.92% | |
| 30 | AMGN | Amgen INC | 股票-醫療保健 | 0.53% | — | -0.40% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.52% | — | -15.93% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.49% | — | +4.21% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +0.35% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | -0.68% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.47% | — | +2.25% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.44% | — | -15.45% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.43% | — | -1.06% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.42% | +0.21% | +16.03% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.40% | — | -0.80% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.40% | — | -4.80% | |
| 41 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.40% | — | -0.51% | |
| 42 | VDE | Vanguard Energy ETF | ETF-其他 | 0.39% | -0.24% | EXIT | |
| 43 | SHEL | Shell Plc-adr | 股票-能源 | 0.38% | — | +52.13% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.36% | — | -1.63% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.35% | — | -3.31% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.37% | -2.80% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | -1.35% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.33% | -0.17% | -7.22% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.33% | — | -0.76% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.32% | — | -0.90% |