CIK: 0001091370
申報總市值
US$16.7億
僅顯示前 200 大持股（共 573 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 | 6.35% | -0.28% | +20.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.01% | -0.63% | +29.17% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.46% | -0.19% | +30.90% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.02% | -0.09% | +15.14% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | -0.30% | +9.34% | |
| 6 | ESCA | Escalade INC | 股票-其他 | 1.68% | — | — | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.63% | — | +26.62% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.52% | — | +30.94% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | -0.10% | +43.67% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.13% | +51.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | — | +43.59% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.22% | -0.12% | +29.93% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.22% | — | +6.41% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | +40.12% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.10% | +0.16% | +39.36% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.94% | — | +21.58% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.92% | — | -6.53% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.17% | +55.20% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 0.87% | — | +22.57% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.83% | -0.21% | -0.54% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.83% | -0.08% | +16.55% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.82% | — | +54.67% | |
| 23 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 0.82% | — | +23.62% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | +35.84% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.78% | — | +20.88% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.77% | +0.13% | +18.95% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | -0.10% | +28.50% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.76% | +0.24% | +27.79% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.10% | +68.40% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.08% | +49.13% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +0.08% | +22.92% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.70% | — | +39.91% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.67% | — | +18.71% | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.62% | -0.07% | +19.67% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | +0.07% | +7.49% | |
| 36 | SHOP | Shopify INC - Class A | 股票-科技 | 0.58% | -0.24% | +12.91% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.56% | — | +6.39% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.54% | -0.08% | +7.72% | |
| 39 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.54% | — | +25.60% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.53% | -0.10% | +17.39% | |
| 41 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.52% | -0.06% | +27.73% | |
| 42 | VLO | Valero Energy CORP | 股票-能源 | 0.51% | +0.16% | +26.23% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.49% | — | +43.67% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | +63.05% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.48% | — | +103.76% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.48% | — | +33.79% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.47% | +0.15% | +24.12% | |
| 48 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.45% | — | +48.26% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.45% | — | +17.32% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.44% | — | +30.52% |