CIK: 0001091370
申報總市值
US$16.7億
僅顯示前 200 大持股（共 598 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 | 6.16% | -0.28% | +4.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | -0.63% | +3.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.12% | -0.30% | +65.53% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.54% | -0.19% | +4.58% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.87% | -0.09% | -1.44% | |
| 6 | ESCA | Escalade INC | 股票-其他 | 1.82% | — | — | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.61% | — | +14.32% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.40% | — | +0.07% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.37% | — | +75.16% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.13% | +3.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.35% | -0.10% | +9.93% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | — | +14.39% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.14% | -0.12% | +5.57% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.05% | — | +28.90% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | — | +2.44% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.99% | — | -8.89% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 0.99% | -0.21% | +6.80% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.98% | -0.08% | +26.06% | |
| 19 | WMT | Walmart INC | 股票-非循環性消費 | 0.97% | +0.16% | +8.62% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.08% | +23.17% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.84% | — | +173.66% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | -0.10% | +21.57% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.83% | — | -2.20% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.81% | — | +13.10% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.10% | +10.75% | |
| 26 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 0.80% | — | +8.46% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | +0.24% | +5.88% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | +2.82% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.74% | — | +5.05% | |
| 30 | SHOP | Shopify INC - Class A | 股票-科技 | 0.71% | -0.24% | +4.62% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | +0.17% | +8.66% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | +0.07% | +14.60% | |
| 33 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.66% | -0.06% | +24.26% | |
| 34 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.63% | — | +0.08% | |
| 35 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.62% | -0.07% | +14.13% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | +0.08% | -0.64% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.57% | — | -3.95% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.13% | -1.54% | |
| 39 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.55% | -0.10% | +10.08% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.55% | — | +12.74% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.52% | -0.08% | +4.96% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.52% | — | +64.21% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.48% | — | +4.76% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.48% | — | +6.04% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.46% | — | +28.59% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | — | -7.22% | |
| 47 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.44% | — | +6.15% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.43% | — | -0.38% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | — | +11.42% | |
| 50 | DIVI | Franklin International Core | ETF-其他 | 0.42% | — | +25.05% |