CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 657 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 | 8.79% | +0.84% | -0.95% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.40% | +0.44% | -7.76% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.24% | +1.35% | -0.05% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.23% | -1.32% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.14% | — | -0.90% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.08% | +0.64% | -2.86% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | -0.14% | -0.45% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.60% | — | +4.41% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.50% | +0.44% | -3.16% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.49% | — | -4.88% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.48% | -0.17% | +0.16% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.38% | -0.93% | -4.72% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | — | -1.69% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.12% | -0.18% | +1.27% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.01% | — | -5.70% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.00% | — | -8.16% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.86% | — | +5.90% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.83% | — | +3.25% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | +5.01% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.17% | -2.55% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | +1.17% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | — | -4.21% | |
| 23 | AMGN | Amgen INC | 股票-醫療保健 | 0.56% | — | -2.68% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | +0.21% | -11.84% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | -0.19% | +7.91% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +3.40% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | — | -1.94% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.50% | -0.16% | -23.17% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.26% | -17.46% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | — | +0.17% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | +0.26% | +6.17% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | -0.08% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | — | -0.22% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.14% | -2.06% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | -0.16% | -1.96% | |
| 36 | NFLX | Netflix INC | 股票-通訊服務 | 0.43% | -0.21% | +6.01% | |
| 37 | WM | Waste Management INC | 股票-工業 | 0.41% | — | +3.06% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.39% | — | -0.85% | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.39% | — | -3.11% | |
| 40 | UBER | Uber Technologies INC | 股票-工業 | 0.39% | — | +1.69% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | — | +3.93% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.38% | — | -4.42% | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.37% | — | -1.72% | |
| 44 | CAT | Caterpillar INC | 股票-工業 | 0.36% | — | +1.28% | |
| 45 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.36% | -0.43% | EXIT | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.36% | — | -6.41% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | — | +42.48% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | — | -0.90% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.33% | — | -7.70% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.33% | — | +0.58% |