CIK: 0001728121
申報總市值
US$9.0億
僅顯示前 200 大持股（共 635 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 | 7.98% | +0.84% | -0.76% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.37% | +1.35% | -2.36% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.59% | +0.64% | -0.02% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | +0.44% | -4.13% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.23% | -5.35% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 1.85% | — | -13.63% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.84% | — | -0.05% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.68% | — | +1.60% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.67% | -0.93% | -1.27% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.36% | +0.44% | -1.17% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.26% | -0.17% | -2.07% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.14% | -0.55% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.07% | — | +5.04% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | — | -3.73% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | -0.18% | +0.50% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.85% | -0.19% | +2.83% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.83% | — | -0.11% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | — | -5.65% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.79% | — | -0.74% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | — | -5.29% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | -5.01% | |
| 22 | GEV | GE Vernova INC | 股票-工業 | 0.64% | — | -7.38% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.63% | +0.26% | -2.93% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.62% | +0.21% | +0.15% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.17% | +6.51% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | -1.42% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | — | +1.61% | |
| 28 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.57% | -0.15% | -18.73% | |
| 29 | CAT | Caterpillar INC | 股票-工業 | 0.57% | — | -5.05% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.14% | -3.83% | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 0.54% | — | +1.16% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.54% | — | +0.30% | |
| 33 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.54% | — | -1.22% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.52% | -0.27% | -2.11% | |
| 35 | NFLX | Netflix INC | 股票-通訊服務 | 0.47% | -0.21% | +4.14% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.47% | — | -10.30% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.44% | -0.13% | -3.95% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | -0.29% | -21.66% | |
| 39 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.43% | -0.43% | EXIT | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.42% | -0.26% | -8.14% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | +1.87% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.41% | — | +20.86% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.41% | — | +3.60% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | — | +3.70% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.39% | -0.16% | +1.33% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.39% | — | -1.59% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | -0.32% | +8.95% | |
| 48 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.38% | -0.38% | EXIT | |
| 49 | WM | Waste Management INC | 股票-工業 | 0.36% | — | -3.16% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.35% | -0.16% | -0.18% |