CIK: 0001575581
申報總市值
US$19.3億
僅顯示前 200 大持股（共 308 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 | 6.03% | +0.24% | -0.64% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.61% | -0.36% | +0.34% | |
| 3 | GEV | GE Vernova INC | 股票-工業 | 3.14% | +0.49% | -6.33% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 3.13% | +0.20% | -1.18% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.57% | +0.36% | -2.06% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.47% | +0.05% | +0.72% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.26% | +0.04% | +0.35% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | -0.57% | -0.74% | |
| 9 | ASML | ASML Holding N.V. | 股票-科技 | 1.97% | +0.65% | -1.47% | |
| 10 | WMT | Walmart INC | 股票-非循環性消費 | 1.85% | -0.36% | +0.09% | |
| 11 | CAT | Caterpillar INC | 股票-工業 | 1.72% | +0.53% | -2.08% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.64% | — | -7.14% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | — | +2.28% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.55% | +0.13% | -0.84% | |
| 15 | MCK | Mckesson CORP | 股票-醫療保健 | 1.54% | -0.35% | -0.19% | |
| 16 | PH | Parker Hannifin CORP | 股票-工業 | 1.46% | -0.05% | -1.04% | |
| 17 | GRMN | Garmin Ltd. | 股票-科技 | 1.42% | — | +0.79% | |
| 18 | SPGI | S&p Global INC | 股票-金融 | 1.34% | — | -38.85% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.34% | +0.13% | -20.01% | |
| 20 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.29% | — | +1710.53% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.29% | +0.02% | -1.13% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.26% | — | +1.32% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | +0.04% | +2.97% | |
| 24 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.14% | +0.01% | -1.81% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | +0.28% | +0.72% | |
| 26 | GS | Goldman Sachs Group INC | 股票-金融 | 1.09% | +0.07% | +9.23% | |
| 27 | EOG | Eog Resources INC | 股票-能源 | 1.09% | -0.22% | +8.84% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 1.07% | +0.03% | +0.79% | |
| 29 | SYK | Stryker CORP | 股票-醫療保健 | 1.06% | — | +2.73% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | -0.22% | +2.24% | |
| 31 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.02% | — | +0.36% | |
| 32 | MSI | Motorola Solutions INC | 股票-科技 | 1.02% | — | +5.14% | |
| 33 | CTAS | Cintas CORP | 股票-工業 | 1.00% | — | +2.05% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.01% | +186.31% | |
| 35 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.96% | +0.07% | -0.55% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.95% | — | +3.77% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.95% | +0.34% | +4.67% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.94% | +0.03% | -0.56% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.88% | — | +5.71% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.88% | +0.01% | +3.99% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | — | +3.28% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.85% | — | +6.96% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | +0.15% | +2.94% | |
| 44 | CEG | Constellation Energy | 股票-公用事業 | 0.78% | — | +1150.97% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.07% | -0.69% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.73% | +0.05% | -1.92% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | — | +2.42% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.71% | — | +27.69% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | — | +6.43% | |
| 50 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.68% | — | — |