CIK: 0001091370
申報總市值
US$16.7億
僅顯示前 200 大持股（共 366 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 | 8.02% | -0.28% | +35.72% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.67% | -0.63% | +50.75% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.44% | -0.19% | +55.93% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.11% | -0.09% | +1.53% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.18% | — | +7.51% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.58% | -0.30% | +6.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.34% | -0.10% | +60.53% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | — | +39.28% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.13% | +74.23% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | -0.12% | +99.77% | |
| 11 | WMT | Walmart INC | 股票-非循環性消費 | 1.19% | +0.16% | +59.74% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.18% | — | +15.60% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.14% | — | +12.40% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.13% | — | +47.64% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | +0.08% | +51.11% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.11% | — | +23.20% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.09% | +0.24% | +116.31% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.08% | +45.03% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.05% | — | +39.54% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.98% | — | +4.08% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.93% | — | +5.51% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.91% | +0.13% | +98.72% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.87% | — | +169.76% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | +0.07% | +73.07% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.81% | — | +3.94% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.79% | — | +5.09% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.73% | — | -16.44% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.10% | +87.85% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.72% | -0.08% | +19.54% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.71% | — | +9.45% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.71% | — | +0.02% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.70% | — | +93.63% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.69% | — | +43.34% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.61% | — | +21.31% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.60% | — | +109.11% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.17% | +9.75% | |
| 37 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.57% | — | +28.33% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.56% | -0.21% | +5.00% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.56% | — | +3.32% | |
| 40 | DG | Dollar General CORP | 股票-非循環性消費 | 0.55% | — | +28.85% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.55% | — | +107.98% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | — | +82.36% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | — | +108.19% | |
| 44 | FAST | Fastenal Co | 股票-工業 | 0.52% | — | +104.91% | |
| 45 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.52% | — | +41.19% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | +14.31% | |
| 47 | HON | Honeywell International INC | 股票-工業 | 0.50% | — | +74.84% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.49% | — | +139.69% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.45% | — | +33.91% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | — | +43.28% |