CIK: 0001626116
申報總市值
US$15.2億
僅顯示前 200 大持股（共 889 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 | ✓ | AppLovin Corporation | 股票-其他 | 6.80% | — | -9.89% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.69% | -0.27% | -47.00% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | -0.75% | -11.29% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.46% | — | -40.38% | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 2.14% | -0.01% | -38.42% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.06% | — | -54.38% | |
| 7 | ✓ | 10x Genomics, Inc. | 股票-其他 | 1.97% | — | +92.07% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.79% | -0.28% | -48.81% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.74% | — | +71.68% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.59% | +0.07% | +0.59% | |
| 11 | ✓ | Broadcom Inc. | 股票-其他 | 1.29% | -0.73% | +10.68% | |
| 12 | ✓ | AbbVie Inc. | 股票-其他 | 1.10% | -0.08% | -9.58% | |
| 13 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.10% | -0.08% | -20.30% | |
| 14 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 1.07% | — | -28.66% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.98% | -0.20% | -55.13% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.95% | -0.16% | -18.81% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | -0.06% | +1319.63% | |
| 18 | ✓ | iShares Ultra Short Duration Bond Active ETF | ETF-其他 | 0.91% | — | -60.72% | |
| 19 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-其他 | 0.90% | — | -59.83% | |
| 20 | ✓ | Alphabet Inc. | 股票-其他 | 0.89% | +0.06% | -12.67% | |
| 21 | ✓ | Accenture plc | 股票-其他 | 0.89% | -0.18% | -23.98% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.83% | -0.11% | -14.19% | |
| 23 | ✓ | Alphabet Inc. | 股票-其他 | 0.77% | -0.08% | -5.74% | |
| 24 | SNOW | Snowflake INC | 股票-科技 | 0.72% | — | +86.77% | |
| 25 | ✓ | Ishares 0-3 Month Treasury Bon | 股票-其他 | 0.71% | — | -12.91% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | -14.05% | |
| 27 | ✓ | Visa Inc. | 股票-其他 | 0.68% | -0.09% | -14.62% | |
| 28 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.65% | +0.21% | +155.23% | |
| 29 | ✓ | Ishares Edge Msci USA Value Fa | 股票-其他 | 0.65% | — | -23.23% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.64% | — | -37.06% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 0.62% | — | -25.23% | |
| 32 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.61% | -0.47% | +2410.94% | |
| 33 | ✓ | Tesla, Inc. | 股票-其他 | 0.61% | — | +45.22% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.60% | — | -32.61% | |
| 35 | ✓ | Meta Platforms, Inc. | 股票-其他 | 0.59% | -0.09% | +33.56% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | -20.63% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | -0.20% | -19.25% | |
| 38 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.56% | — | -13.94% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | — | -39.22% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.55% | — | -1.55% | |
| 41 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.55% | -0.04% | -23.16% | |
| 42 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新興市場 | 0.51% | — | +26.54% | |
| 43 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.50% | — | -18.05% | |
| 44 | ✓ | Comcast Corporation | 股票-其他 | 0.50% | — | -21.35% | |
| 45 | ✓ | Broadridge Financial Solutions, Inc. | 股票-其他 | 0.47% | -0.14% | -24.75% | |
| 46 | ✓ | Ishares Tr Msci Intl Qualty | 股票-其他 | 0.47% | — | -13.62% | |
| 47 | ✓ | Spdr Portfolio S&p 500 Value E | 股票-其他 | 0.47% | -0.10% | -54.31% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.47% | — | -22.82% | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.47% | — | -18.69% | |
| 50 | LHX | L3harris Technologies INC | 股票-工業 | 0.46% | — | -17.19% |