CIK: 0001575581
申報總市值
US$19.3億
僅顯示前 200 大持股（共 212 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 | 5.92% | +0.24% | -1.04% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.74% | -0.36% | -1.16% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.73% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.42% | +0.36% | -0.85% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.92% | +0.04% | -0.82% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 2.30% | +0.20% | -1.57% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | — | -2.50% | |
| 8 | ASML | ASML Holding N.V. | 股票-科技 | 1.62% | +0.65% | -0.13% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.53% | +0.02% | -1.41% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.49% | — | -1.61% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 1.44% | — | -2.28% | |
| 12 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.40% | — | -2.01% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.37% | -0.22% | -2.09% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.35% | +0.04% | -1.02% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.33% | — | -1.06% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.31% | — | +0.51% | |
| 17 | INTU | Intuit INC | 股票-科技 | 1.29% | -0.60% | EXIT | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 1.27% | -0.36% | -1.72% | |
| 19 | MCK | Mckesson CORP | 股票-醫療保健 | 1.26% | -0.35% | -2.18% | |
| 20 | CTAS | Cintas CORP | 股票-工業 | 1.22% | — | -1.49% | |
| 21 | NEE | Nextera Energy INC | 股票-公用事業 | 1.22% | — | +0.94% | |
| 22 | TXN | Texas Instruments INC | 股票-科技 | 1.22% | +0.34% | -0.64% | |
| 23 | WM | Waste Management INC | 股票-工業 | 1.21% | — | -4.76% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 1.20% | — | +1.27% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.19% | — | -1.22% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.19% | +0.05% | -0.40% | |
| 27 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.19% | — | -0.10% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.19% | — | +0.06% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | — | -0.26% | |
| 30 | EOG | Eog Resources INC | 股票-能源 | 1.17% | -0.22% | +0.40% | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.15% | — | -3.37% | |
| 32 | HON | Honeywell International INC | 股票-工業 | 1.14% | — | -2.63% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.10% | — | -2.49% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 1.09% | — | -2.10% | |
| 35 | GRMN | Garmin Ltd. | 股票-科技 | 1.06% | — | -1.59% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.05% | — | -1.11% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.04% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | — | -2.98% | |
| 39 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.01% | — | +0.87% | |
| 40 | MSI | Motorola Solutions INC | 股票-科技 | 1.00% | — | — | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.99% | +0.01% | +0.56% | |
| 42 | SPGI | S&p Global INC | 股票-金融 | 0.95% | — | -0.41% | |
| 43 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.91% | +0.03% | -1.84% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.05% | +0.64% | |
| 45 | AMT | American Tower CORP | 股票-房地產 | 0.86% | — | -0.22% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.86% | — | -1.78% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.85% | — | -1.76% | |
| 48 | CARR | Carrier Global CORP | 股票-工業 | 0.85% | +0.12% | -1.29% | |
| 49 | ALL | Allstate CORP | 股票-金融 | 0.85% | +0.03% | +0.19% | |
| 50 | PLD | Prologis INC | 股票-房地產 | 0.82% | — | -0.88% |