CIK: 0001091370
申報總市值
US$16.7億
僅顯示前 200 大持股（共 418 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% | +0.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | -0.63% | -1.10% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.58% | -0.19% | +1.04% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.42% | -0.09% | -8.88% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | -0.30% | +3.25% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.67% | — | +9.04% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.61% | — | +2.44% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.57% | — | -1.27% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.37% | — | +183.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.13% | +1.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | -0.10% | +0.41% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.17% | -0.21% | +8.38% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.16% | -0.12% | +1.73% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | — | +5.85% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.10% | — | +2.37% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.08% | — | +1.50% | |
| 17 | WMT | Walmart INC | 股票-非循環性消費 | 1.04% | +0.16% | +1.21% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.98% | -0.08% | +29.62% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 0.97% | — | -0.02% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.92% | +0.24% | -3.70% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.90% | — | +52.71% | |
| 22 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 0.90% | — | +49.92% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | +0.08% | -0.26% | |
| 24 | SHOP | Shopify INC - Class A | 股票-科技 | 0.81% | -0.24% | -0.29% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.81% | +0.13% | +0.27% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.80% | — | +9.28% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.80% | — | +2.59% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.74% | — | +4.49% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | +0.07% | +3.06% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.70% | -0.08% | +1.22% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.17% | +2.91% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | -0.10% | +21.52% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.69% | — | +2.25% | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.69% | -0.07% | +35.17% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.08% | -0.26% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.67% | — | +4.27% | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.62% | -0.10% | +29.54% | |
| 38 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.59% | — | +14.83% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.10% | +8.34% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | -1.40% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.54% | — | +5.21% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.52% | — | +16.63% | |
| 43 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.51% | -0.06% | +2.65% | |
| 44 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.50% | — | -7.47% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | +1.18% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.49% | — | -0.65% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.48% | — | +0.17% | |
| 48 | AMAT | Applied Materials INC | 股票-科技 | 0.48% | — | +0.31% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.47% | — | -10.60% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.47% | — | -1.43% |