CIK: 0001575581
申報總市值
US$19.3億
僅顯示前 200 大持股（共 262 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 | 6.09% | +0.24% | +1.09% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.68% | -0.36% | +1.02% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.30% | — | — | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 3.21% | +0.20% | -2.40% | |
| 5 | SPGI | S&p Global INC | 股票-金融 | 3.04% | — | -5.23% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.81% | +0.36% | -0.25% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.53% | +0.04% | +0.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | — | -0.01% | |
| 9 | GEV | GE Vernova INC | 股票-工業 | 1.60% | +0.49% | -1.45% | |
| 10 | WMT | Walmart INC | 股票-非循環性消費 | 1.59% | -0.36% | -0.31% | |
| 11 | GRMN | Garmin Ltd. | 股票-科技 | 1.47% | — | -0.17% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.44% | +0.02% | +0.33% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | +0.04% | +0.32% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.33% | — | +0.41% | |
| 15 | INTU | Intuit INC | 股票-科技 | 1.33% | -0.60% | EXIT | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | -0.57% | -0.07% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.05% | -0.25% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.27% | — | +0.56% | |
| 19 | CTAS | Cintas CORP | 股票-工業 | 1.25% | — | +0.25% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.25% | — | +0.36% | |
| 21 | MCK | Mckesson CORP | 股票-醫療保健 | 1.23% | -0.35% | +1.17% | |
| 22 | PH | Parker Hannifin CORP | 股票-工業 | 1.23% | -0.05% | +0.18% | |
| 23 | MSI | Motorola Solutions INC | 股票-科技 | 1.21% | — | +0.03% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.18% | +0.65% | +2.71% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.16% | — | -0.07% | |
| 26 | ALL | Allstate CORP | 股票-金融 | 1.16% | +0.03% | +0.62% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.15% | — | +0.55% | |
| 28 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.11% | +0.01% | +0.40% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.06% | -0.22% | -0.19% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.13% | +315.25% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.06% | — | +1.81% | |
| 32 | USMC | Principal US Mega-cap ETF | ETF-其他 | 1.04% | +0.07% | +0.88% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.03% | — | — | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.03% | — | +0.49% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.02% | +0.03% | +1.44% | |
| 36 | BX | Blackstone INC | 股票-金融 | 1.02% | — | +607.21% | |
| 37 | CAT | Caterpillar INC | 股票-工業 | 1.01% | +0.53% | +0.16% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.99% | +0.05% | -1.17% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.98% | +0.34% | +0.40% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | — | +0.79% | |
| 41 | EOG | Eog Resources INC | 股票-能源 | 0.98% | -0.22% | +0.50% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.97% | — | +1.54% | |
| 43 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.89% | — | +1.26% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.88% | — | +1.46% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.88% | +0.01% | +1.01% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.87% | — | +0.64% | |
| 47 | CARR | Carrier Global CORP | 股票-工業 | 0.86% | +0.12% | +0.20% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.84% | — | +1.53% | |
| 49 | ZTS | Zoetis INC | 股票-醫療保健 | 0.84% | — | +0.88% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.80% | +0.07% | -0.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone INC | +0.9% | +607.21% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +315.25% | 加碼 |
| 3 | AVGO | Broadcom INC | +0.7% | -2.40% | 減碼 |
| 4 | MGC | Vanguard Mega Cap ETF | +0.7% | NEW | 新建倉 |
| 5 | TRGP | Targa Resources CORP | +0.7% | +2753.43% | 加碼 |
| 6 | GEV | GE Vernova INC | +0.3% | -1.45% | 減碼 |
| 7 | ANET | Arista Networks INC | +0.2% | NEW | 新建倉 |
| 8 | GRMN | Garmin Ltd. | +0.2% | -0.17% | 減碼 |
| 9 | APP | Applovin Corp-class A | +0.2% | -3.13% | 減碼 |
| 10 | APO | Apollo Global Management INC | +0.2% | +4.83% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +0.32% | 加碼 |
| 12 | MCK | Mckesson CORP | +0.2% | +1.17% | 加碼 |
| 13 | AAPL | Apple INC | +0.2% | +0.18% | 加碼 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +1.09% | 加碼 |
| 15 | WMT | Walmart INC | +0.2% | -0.31% | 減碼 |
| 16 | AXON | Axon Enterprise INC | +0.2% | NEW | 新建倉 |
| 17 | EQT | Eqt CORP | +0.1% | NEW | 新建倉 |
| 18 | MAR | Marriott International -cl A | +0.1% | +0.40% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | -0.25% | 減碼 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.25% | 減碼 |
| 21 | GS | Goldman Sachs Group INC | +0.1% | -0.01% | 減碼 |
| 22 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +0.08% | 加碼 |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +1.44% | 加碼 |
| 25 | ADP | Automatic Data Processing | +0.1% | -0.07% | 減碼 |
| 26 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | EXIT | 清倉 |
| 27 | BSJP | Invesco Bulletshares 2025 Hy | -0.1% | EXIT | 清倉 |
| 28 | CAT | Caterpillar INC | -0.1% | +0.16% | 加碼 |
| 29 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.1% | EXIT | 清倉 |
| 31 | TXN | Texas Instruments INC | -0.1% | +0.40% | 加碼 |
| 32 | LIN | Linde plc | -0.1% | +0.64% | 加碼 |
| 33 | SHW | Sherwin-williams Co/the | -0.1% | +0.49% | 加碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -0.07% | 減碼 |
| 35 | UNH | Unitedhealth Group INC | -0.2% | +1.81% | 加碼 |
| 36 | ZTS | Zoetis INC | -0.2% | +0.88% | 加碼 |
| 37 | CARR | Carrier Global CORP | -0.2% | +0.20% | 加碼 |
| 38 | CTAS | Cintas CORP | -0.2% | +0.25% | 加碼 |
| 39 | ANETEUR | Arista Networks INC | -0.2% | EXIT | 清倉 |
| 40 | IMTM | Ishares Msci Intl Momentum F | -0.2% | -20.19% | 減碼 |
| 41 | DHR | Danaher CORP | -0.2% | +1.54% | 加碼 |
| 42 | TMO | Thermo Fisher Scientific INC | -0.2% | -69.15% | 減碼 |
| 43 | ASML | ASML Holding N.V. | -0.2% | +2.71% | 加碼 |
| 44 | SPGI | S&p Global INC | -0.3% | -5.23% | 減碼 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +1.46% | 加碼 |
| 46 | VTWO | Vanguard Russell 2000 ETF | -0.5% | EXIT | 清倉 |
| 47 | NKE | Nike INC -cl B | -0.7% | -91.80% | 減碼 |
| 48 | FANG | Diamondback Energy INC | -0.8% | -91.36% | 減碼 |
| 49 | PWR | Quanta Services INC | -0.8% | -67.29% | 減碼 |
| 50 | PHM | Pultegroup INC | -0.8% | -94.56% | 減碼 |