CIK: 0001575581
申報總市值
US$19.3億
僅顯示前 200 大持股（共 213 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 | 5.69% | +0.24% | -2.00% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.73% | -0.36% | -1.90% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.80% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.82% | +0.36% | -2.37% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.58% | +0.02% | +70.63% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.24% | +0.04% | -0.09% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | — | -0.28% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.69% | +0.20% | -0.16% | |
| 9 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.64% | — | +1.37% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.60% | +0.03% | -5.50% | |
| 11 | NEE | Nextera Energy INC | 股票-公用事業 | 1.52% | — | +0.55% | |
| 12 | EOG | Eog Resources INC | 股票-能源 | 1.51% | -0.22% | +0.21% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.47% | — | +1.00% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.43% | — | +0.73% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 1.43% | — | +0.74% | |
| 16 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.41% | — | +2.06% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | — | +2.01% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.38% | -0.22% | +0.30% | |
| 19 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.36% | — | +0.41% | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.36% | +0.65% | +467.36% | |
| 21 | HON | Honeywell International INC | 股票-工業 | 1.34% | — | +1.17% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.04% | -0.53% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.31% | — | +1.78% | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 1.30% | — | +3.12% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 1.30% | -0.36% | +1.71% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.01% | +0.59% | |
| 27 | CTAS | Cintas CORP | 股票-工業 | 1.26% | — | +2.93% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 1.26% | — | -1.61% | |
| 29 | MCK | Mckesson CORP | 股票-醫療保健 | 1.26% | -0.35% | +2.65% | |
| 30 | WM | Waste Management INC | 股票-工業 | 1.26% | — | -1.38% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.25% | — | +3.65% | |
| 32 | TXN | Texas Instruments INC | 股票-科技 | 1.23% | +0.34% | -0.52% | |
| 33 | INTU | Intuit INC | 股票-科技 | 1.21% | -0.60% | EXIT | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.21% | +0.05% | -2.65% | |
| 35 | ALL | Allstate CORP | 股票-金融 | 1.17% | +0.03% | +2.45% | |
| 36 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.16% | — | +3.26% | |
| 37 | ACN | Accenture plc | 股票-科技 | 1.15% | — | -0.80% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.12% | — | -4.88% | |
| 39 | UNP | Union Pacific CORP | 股票-工業 | 1.08% | +0.01% | -0.18% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.06% | — | -3.09% | |
| 41 | GRMN | Garmin Ltd. | 股票-科技 | 1.03% | — | +0.16% | |
| 42 | AMT | American Tower CORP | 股票-房地產 | 1.02% | — | +5.14% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | — | -1.37% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | — | -1.19% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.57% | +0.22% | |
| 46 | SPGI | S&p Global INC | 股票-金融 | 0.87% | — | -0.81% | |
| 47 | PLD | Prologis INC | 股票-房地產 | 0.83% | — | -1.27% | |
| 48 | ROP | Roper Technologies INC | 股票-科技 | 0.79% | — | +0.61% | |
| 49 | CARR | Carrier Global CORP | 股票-工業 | 0.78% | +0.12% | -3.76% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.77% | — | -2.32% |