CIK: 0001218583
申報總市值
US$1.2億
僅顯示前 200 大持股（共 228 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.96% | — | +0.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.09% | -0.08% | +9.88% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.43% | — | — | |
| 4 | CRCEUR | California Resources CORP | 股票-其他 | 5.08% | — | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.01% | -0.05% | +32.60% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.80% | -0.06% | +187.16% | |
| 7 | RHLD | Resolute Holdings Management, Inc. | 股票-其他 | 1.80% | — | — | |
| 8 | CPRT | Copart INC | 股票-工業 | 1.78% | — | +8.04% | |
| 9 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.42% | — | +789.80% | |
| 10 | NBL2EUR | Noble Energy INC | 股票-其他 | 1.35% | — | — | |
| 11 | DVA | Davita INC | 股票-醫療保健 | 1.31% | — | +10.24% | |
| 12 | WPXUSD | Wpx Energy INC | 股票-其他 | 1.27% | — | — | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.18% | — | +80.45% | |
| 14 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 1.15% | — | — | |
| 15 | CPE3EUR | Callon Petroleum Co | 股票-其他 | 1.14% | — | — | |
| 16 | AXP | American Express Co | 股票-金融 | 1.12% | — | — | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.12% | — | +10.87% | |
| 18 | WLLEUR | Whiting Petroleum CORP | 股票-其他 | 1.07% | — | — | |
| 19 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.07% | — | — | |
| 20 | DAL | Delta Air Lines INC | 股票-工業 | 0.98% | — | — | |
| 21 | MEOH | Methanex CORP | 股票-其他 | 0.91% | — | — | |
| 22 | SPGI | S&p Global INC | 股票-金融 | 0.90% | — | — | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.88% | — | — | |
| 24 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.84% | -0.47% | — | |
| 25 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.83% | — | — | |
| 26 | MQ8 | Mag Silver CORP | 股票-其他 | 0.81% | — | +173.17% | |
| 27 | ✓ | Esterline Technologies CORP | 股票-其他 | 0.78% | — | — | |
| 28 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.75% | — | +86.27% | |
| 29 | ELV | Elevance Health INC | 股票-醫療保健 | 0.70% | — | — | |
| 30 | C | Citigroup INC | 股票-金融 | 0.65% | — | — | |
| 31 | ✓ | Energen CORP | 股票-其他 | 0.65% | — | — | |
| 32 | GFF | Griffon CORP | 股票-工業 | 0.63% | — | -2.70% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.63% | — | — | |
| 34 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.61% | — | — | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.61% | -0.21% | EXIT | |
| 36 | GPOR1EUR | Gulfport Energy CORP | 股票-其他 | 0.60% | — | -2.35% | |
| 37 | PEGIEUR | Pattern Energy Group INC -a | 股票-其他 | 0.58% | — | +3.63% | |
| 38 | PE1EUR | Parsley Energy Inc-class A | 股票-其他 | 0.57% | — | — | |
| 39 | CAR | Avis Budget Group INC | 股票-其他 | 0.56% | — | +2.11% | |
| 40 | AIG | American International Group | 股票-金融 | 0.55% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | — | -2.71% | |
| 42 | UAL | United Airlines Holdings INC | 股票-工業 | 0.55% | — | — | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.55% | — | +101.55% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | — | — | |
| 45 | HPREUR | Highpoint Resources CORP | 股票-其他 | 0.54% | — | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.54% | — | +131.96% | |
| 47 | CXOEUR | Concho Resources INC | 股票-其他 | 0.53% | — | +4.88% | |
| 48 | KRNY | Kearny Financial Corp/md | 股票-其他 | 0.52% | — | +10.83% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | -0.02% | +11.85% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | -0.06% | — |