CIK: 0001091370
申報總市值
US$16.7億
僅顯示前 200 大持股（共 236 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 | 6.78% | -0.28% | +11.02% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.09% | -0.09% | -5.34% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-其他 | 4.86% | — | +40.30% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.64% | -0.19% | +5.04% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.63% | +6.79% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.37% | — | +7.83% | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 1.56% | — | +29.54% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.53% | — | -2.86% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.45% | — | +5.36% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.41% | — | +17.81% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | — | -0.76% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.22% | — | +0.58% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.19% | — | -2.50% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.30% | +0.74% | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 1.13% | — | +6.85% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.07% | — | +3.79% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.13% | -6.49% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.08% | +8.27% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | — | -3.92% | |
| 20 | BA | Boeing Co/the | 股票-工業 | 1.00% | — | +17.15% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 0.94% | +0.16% | +27.58% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | +0.08% | +8.22% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.90% | — | +10.10% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.88% | — | +11.92% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.86% | +0.24% | +7.27% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | -0.10% | +12.17% | |
| 27 | UBER | Uber Technologies INC | 股票-工業 | 0.84% | — | +2.58% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.83% | — | +69.22% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | — | +6.25% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.76% | — | +15.41% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.10% | +17.62% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | +2.65% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.73% | — | +24.55% | |
| 34 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.72% | — | +5.94% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.71% | — | +10.02% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | +2.96% | |
| 37 | RBNC | Reliant Bancorp INC | 股票-其他 | 0.69% | — | — | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.66% | -0.21% | +5.16% | |
| 39 | WORK | Slack Technologies Inc- Cl A | 股票-其他 | 0.64% | — | +0.71% | |
| 40 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.63% | — | -4.79% | |
| 41 | FMB | First Trust Managed Municipa | ETF-其他 | 0.63% | — | — | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | — | +0.29% | |
| 43 | DG | Dollar General CORP | 股票-非循環性消費 | 0.60% | — | +3.27% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.08% | +4.42% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.56% | — | +199.99% | |
| 46 | HON | Honeywell International INC | 股票-工業 | 0.55% | — | +2.54% | |
| 47 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.52% | — | +0.28% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | — | +16.40% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | +14.20% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | -0.12% | +8.79% |