CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 617 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 | 7.09% | +0.84% | -8.91% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.63% | +0.44% | -8.59% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.23% | -9.81% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.47% | +1.35% | -2.02% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.26% | — | -4.06% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.26% | +0.64% | -0.13% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.16% | — | -8.70% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.98% | — | +9.15% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.84% | -0.17% | +1.25% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.64% | -0.93% | +6.23% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.14% | -5.10% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | +0.44% | -12.04% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | — | -6.96% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.05% | — | -1.18% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.05% | -0.18% | -6.83% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.98% | — | -16.27% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.92% | — | +4.40% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.89% | — | +8.60% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.85% | -0.26% | +9.07% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -16.36% | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 0.72% | -0.21% | +21.68% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.62% | — | +0.97% | |
| 23 | TSLA | Tesla INC | 股票-循環性消費 | 0.61% | +0.21% | -6.88% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.60% | +0.26% | +4.42% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.54% | — | +8.19% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | -1.49% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | — | -0.08% | |
| 28 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | -0.19% | -4.44% | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 0.51% | -0.16% | -5.98% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | -14.65% | |
| 31 | UBER | Uber Technologies INC | 股票-工業 | 0.47% | — | -1.77% | |
| 32 | AMGN | Amgen INC | 股票-醫療保健 | 0.46% | — | -4.08% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.45% | -0.27% | +126.29% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.14% | +6.82% | |
| 35 | PCY | Invesco Emerging Markets Sov | ETF-新興市場 | 0.41% | — | +254.47% | |
| 36 | GEV | GE Vernova INC | 股票-工業 | 0.41% | — | -0.70% | |
| 37 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.41% | -0.38% | EXIT | |
| 38 | GE | General Electric | 股票-工業 | 0.40% | — | +1.85% | |
| 39 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.40% | — | +19.05% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | — | -5.13% | |
| 41 | CAT | Caterpillar INC | 股票-工業 | 0.39% | — | -4.84% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.17% | -34.62% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.39% | — | +19.09% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.39% | — | -11.01% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | — | -1.79% | |
| 46 | WM | Waste Management INC | 股票-工業 | 0.38% | — | -2.35% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.37% | — | -12.00% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | — | -3.73% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.37% | — | -0.78% | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.36% | — | +59.71% |