CIK: 0001858740
申報總市值
US$29.3億
僅顯示前 200 大持股（共 2499 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 | 4.57% | -0.20% | -15.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.75% | -0.28% | +13.07% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.75% | -0.28% | -9.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.55% | -12.23% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.61% | — | +517.02% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | -0.14% | -8.42% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.36% | -0.34% | -12.39% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | -0.26% | -17.58% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.28% | — | +3.75% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.27% | — | -23.50% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.19% | — | +1.58% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.19% | — | +25.22% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.01% | — | -4.17% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.00% | +0.19% | -14.29% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 0.95% | — | -11.03% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | — | +1.85% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.89% | -0.25% | +2.09% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.89% | — | +2.76% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.88% | — | -2.39% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.87% | — | +4.18% | |
| 21 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.83% | — | +5.05% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.78% | — | -22.05% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.77% | — | -6.39% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.76% | — | -10.85% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.72% | — | +11.34% | |
| 26 | ✓ | Exchange Listed Fds Tr | 股票-其他 | 0.71% | — | +22.00% | |
| 27 | NEE | Nextera Energy INC | 股票-公用事業 | 0.69% | — | -11.82% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.68% | — | -23.29% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | -5.10% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.65% | — | +19.42% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.65% | — | +6.05% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | -0.12% | -12.52% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.62% | -0.18% | -16.57% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.56% | — | -6.39% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.56% | — | +4.01% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | — | -6.31% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | — | -2.53% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.52% | +0.67% | +49.96% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.52% | — | +1643.66% | |
| 40 | PWR | Quanta Services INC | 股票-工業 | 0.51% | +0.15% | -10.96% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.50% | — | -24.71% | |
| 42 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.50% | — | -11.94% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.48% | — | -2.83% | |
| 44 | ASML | ASML Holding N.V. | 股票-科技 | 0.48% | — | -9.25% | |
| 45 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.46% | — | -17.19% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | -0.18% | -20.18% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.46% | — | +13.25% | |
| 48 | PANW | Palo Alto Networks INC | 股票-科技 | 0.45% | — | +105.29% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.45% | — | +0.56% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.44% | — | +161.90% |