CIK: 0001846138
申報總市值
US$2.7億
僅顯示前 200 大持股（共 431 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 | AAPL | Apple INC | 股票-科技 | 17.65% | -2.21% | -0.23% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 12.16% | — | -3.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.17% | -0.26% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.47% | -0.58% | — | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.44% | -0.12% | +2.17% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.08% | +0.22% | +3.37% | |
| 7 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.07% | -0.21% | +2.00% | |
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 1.86% | -0.09% | -0.42% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.76% | +0.32% | +2.55% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.73% | -0.01% | -0.68% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.71% | -0.23% | +0.07% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.68% | -0.21% | +104.86% | |
| 13 | AVAV | Aerovironment INC | 股票-工業 | 1.52% | -0.44% | -0.73% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.44% | -0.19% | -0.33% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.40% | — | +2.50% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.11% | -0.17% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.33% | -0.02% | -0.42% | |
| 18 | GBX | Greenbrier Companies INC | 股票-其他 | 1.18% | -0.02% | -0.53% | |
| 19 | FAST | Fastenal Co | 股票-工業 | 1.14% | -0.04% | -0.39% | |
| 20 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.12% | -0.13% | +7.62% | |
| 21 | AMGN | Amgen INC | 股票-醫療保健 | 1.05% | -0.06% | -1.57% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | — | -1.56% | |
| 23 | WY | Weyerhaeuser Co | 股票-房地產 | 0.98% | -0.05% | -4.84% | |
| 24 | LIN | Linde plc | 股票-原物料 | 0.86% | +0.08% | -0.62% | |
| 25 | TKR | Timken Co | 股票-工業 | 0.82% | — | -0.44% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | -0.78% | |
| 27 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.73% | — | +3.04% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.70% | — | -7.01% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.13% | +8.23% | |
| 30 | CGUS | Cap Group Core Equity | ETF-其他 | 0.67% | — | +42.83% | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 0.66% | -0.12% | -1.05% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | -0.17% | — | |
| 33 | TRMB | Trimble INC | 股票-科技 | 0.57% | — | -0.96% | |
| 34 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.56% | — | +11.42% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | -0.05% | -1.19% | |
| 36 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 0.52% | +0.51% | — | |
| 37 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.52% | — | — | |
| 38 | USB | US Bancorp | 股票-金融 | 0.49% | -0.06% | +5.86% | |
| 39 | CAT | Caterpillar INC | 股票-工業 | 0.48% | — | -0.86% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | -1.92% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | — | |
| 42 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.44% | — | -2.74% | |
| 43 | COLB | Columbia Banking System INC | 股票-金融 | 0.44% | — | -5.06% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.40% | — | — | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | -0.06% | -5.96% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.39% | — | +39.42% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.38% | — | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | — | -17.61% | |
| 50 | ILMN | Illumina INC | 股票-醫療保健 | 0.36% | — | — |