CIK: 0001575581
申報總市值
US$19.3億
僅顯示前 200 大持股（共 250 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.85% | +0.24% | +2.56% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.78% | +0.36% | +1.10% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.62% | -0.36% | +1.48% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.31% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.75% | +0.04% | +6.20% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | — | +6.85% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.85% | +0.02% | +6.37% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.66% | +0.20% | +2.50% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.59% | — | +0.01% | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 1.50% | — | +2.20% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.48% | +0.05% | +1.49% | |
| 12 | INTU | Intuit INC | 股票-科技 | 1.48% | -0.60% | EXIT | |
| 13 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.39% | -0.29% | +2.13% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 1.37% | — | +0.91% | |
| 15 | NEE | Nextera Energy INC | 股票-公用事業 | 1.32% | — | +2.71% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 1.29% | — | +3.64% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.28% | — | +3.14% | |
| 18 | BX | Blackstone INC | 股票-金融 | 1.27% | — | -0.32% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.20% | — | +2.88% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.19% | — | +1.71% | |
| 21 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.14% | — | -1.35% | |
| 22 | TXN | Texas Instruments INC | 股票-科技 | 1.11% | +0.34% | +3.03% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.11% | +0.68% | +2.04% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.11% | -0.22% | +2.22% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.01% | +4.58% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 1.11% | — | +1.87% | |
| 27 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.10% | — | -1.98% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.08% | — | +0.33% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | +0.04% | +5.56% | |
| 30 | EOG | Eog Resources INC | 股票-能源 | 1.07% | -0.22% | -0.71% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.06% | — | +5.28% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | — | +4.06% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.01% | +0.01% | +2.78% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 1.00% | — | +0.45% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.98% | -0.36% | +2.54% | |
| 36 | AMT | American Tower CORP | 股票-房地產 | 0.98% | — | +1.46% | |
| 37 | GRMN | Garmin Ltd. | 股票-科技 | 0.98% | — | -0.38% | |
| 38 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.97% | — | -0.51% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.94% | — | -0.20% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.94% | — | -0.38% | |
| 41 | HON | Honeywell International INC | 股票-工業 | 0.93% | — | +0.60% | |
| 42 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.93% | — | -0.87% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.92% | — | -3.88% | |
| 44 | ECL | Ecolab INC | 股票-原物料 | 0.91% | — | +1.11% | |
| 45 | EQIX | Equinix INC | 股票-房地產 | 0.90% | — | +1.60% | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.89% | -0.11% | -12.35% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.88% | — | +1.77% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | +0.03% | — | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.88% | — | +3.25% | |
| 50 | CTAS | Cintas CORP | 股票-工業 | 0.87% | — | -0.49% |