CIK: 0002051715
申報總市值
US$1.2億
僅顯示前 200 大持股（共 1040 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 9.57% | -0.11% | — | |
| 2 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 8.79% | +0.48% | — | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 6.90% | — | — | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 6.55% | +0.18% | — | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 5.58% | -0.15% | — | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 5.36% | -0.37% | — | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.09% | +0.07% | — | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.06% | +0.14% | — | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 3.67% | +0.10% | — | |
| 10 | LVHI | Franklin International Low V | ETF-其他 | 3.62% | +0.94% | — | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 3.36% | — | — | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.02% | -0.38% | — | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | -0.16% | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.38% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.29% | -0.06% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.07% | -0.21% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | -0.04% | — | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.74% | -0.04% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | -0.05% | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.59% | -0.08% | — | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | -0.09% | — | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.15% | — | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | +0.06% | — | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | +0.01% | — | |
| 25 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.43% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | +0.01% | — | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.37% | +0.01% | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | -0.04% | — | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.37% | +0.07% | — | |
| 30 | TSLA | Tesla INC | 股票-循環性消費 | 0.36% | -0.07% | — | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.34% | -0.05% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.33% | -0.04% | — | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.33% | -0.02% | — | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.33% | — | — | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.32% | -0.05% | — | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.31% | — | — | |
| 37 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.30% | -0.01% | — | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.29% | — | — | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.29% | -0.04% | — | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.29% | -0.02% | — | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.29% | -0.02% | — | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.26% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | +0.04% | — | |
| 44 | UL | Unilever PLC | 股票-非循環性消費 | 0.26% | — | — | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.25% | -0.03% | — | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | -0.02% | — | |
| 47 | RVT | Royce Small-cap Trust INC | 股票-其他 | 0.25% | — | — | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.24% | — | — | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.24% | +0.05% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.22% | — | — |