CIK: 0001729045
申報總市值
US$1.9億
僅顯示前 200 大持股（共 203 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.26% | +0.62% | -7.98% | |
| 2 | KSUEUR | Kansas City Southern | 股票-其他 | 2.78% | — | -1.69% | |
| 3 | HD | Home Depot INC | 股票-循環性消費 | 2.65% | -0.32% | +0.56% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.51% | — | -1.17% | |
| 5 | PYPL | Paypal Holdings INC | 股票-金融 | 2.39% | — | -11.20% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.98% | -0.14% | |
| 7 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 2.37% | — | +1.42% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.33% | — | -1.13% | |
| 9 | ADBE | Adobe INC | 股票-科技 | 2.32% | — | +1.44% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.30% | -0.43% | +0.97% | |
| 11 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.28% | -1.59% | +2.20% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.26% | -0.02% | -7.72% | |
| 13 | LHX | L3harris Technologies INC | 股票-工業 | 2.24% | — | +0.25% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.17% | -0.30% | +1.50% | |
| 15 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 股票-其他 | 2.14% | — | +0.03% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.14% | — | +2.07% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.10% | — | +0.15% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.09% | — | +3.80% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.07% | -0.86% | -15.53% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.95% | -0.21% | -0.29% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.92% | — | +0.87% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 1.92% | -0.08% | +37.87% | |
| 23 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 1.88% | — | +0.37% | |
| 24 | LRLCY | L'oreal-unsponsored Adr | 股票-其他 | 1.85% | — | +0.97% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.69% | -0.13% | +2.89% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 1.63% | -0.27% | -22.29% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.62% | — | -2.75% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 1.61% | +0.23% | +6.25% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 1.57% | — | +3132.19% | |
| 30 | XYZ | Block INC | 股票-金融 | 1.50% | — | -6.94% | |
| 31 | HESAY | Hermes Intl-unsponsored Adr | 股票-其他 | 1.47% | — | +1.46% | |
| 32 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.41% | — | +2.46% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | +0.41% | +58850.00% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 1.33% | -0.10% | -34.35% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | -0.17% | +2.55% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事業 | 1.32% | — | +1353.68% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 1.25% | — | +1612.27% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | -0.23% | +2.63% | |
| 39 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 1.10% | — | +18640.00% | |
| 40 | QGEN | Qiagen N.V. | 股票-醫療保健 | 1.06% | — | +3.56% | |
| 41 | NVMI | Nova Ltd. | 股票-其他 | 1.05% | +0.35% | +1.18% | |
| 42 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.99% | — | +17.94% | |
| 43 | ADDYY | Adidas Ag-sponsored Adr | 股票-其他 | 0.97% | — | +11.69% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.90% | — | -4.11% | |
| 45 | WDAY | Workday Inc-class A | 股票-科技 | 0.87% | — | +12.89% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.85% | — | -1.38% | |
| 47 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.77% | — | +3.60% | |
| 48 | PTON | Peloton Interactive Inc-a | 股票-循環性消費 | 0.76% | — | +19.46% | |
| 49 | ZLNDY | Zalando Se - Unsponsored Adr | 股票-其他 | 0.74% | — | +19.93% | |
| 50 | ROKU | Roku INC | 股票-通訊服務 | 0.74% | — | -15.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm INC | +1.5% | +3132.19% | 加碼 |
| 2 | COST | Costco Wholesale CORP | +1.4% | +58850.00% | 加碼 |
| 3 | NEE | Nextera Energy INC | +1.2% | +1353.68% | 加碼 |
| 4 | DHR | Danaher CORP | +1.2% | +1612.27% | 加碼 |
| 5 | LULU | Lululemon Athletica INC | +1.1% | +18640.00% | 加碼 |
| 6 | UNP | Union Pacific CORP | +0.6% | +37.87% | 加碼 |
| 7 | KSUEUR | Kansas City Southern | +0.5% | -1.69% | 減碼 |
| 8 | SMG | Scotts Miracle-gro Co | +0.3% | +0.37% | 加碼 |
| 9 | HD | Home Depot INC | +0.3% | +0.56% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.29% | 減碼 |
| 11 | NVMI | Nova Ltd. | +0.2% | +1.18% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.63% | 加碼 |
| 13 | NUVAGBP | Nuvasive INC | +0.1% | +7.37% | 加碼 |
| 14 | UNH | Unitedhealth Group INC | +0.1% | +3.80% | 加碼 |
| 15 | JAMF | Jamf Holding CORP | +0.1% | +7.28% | 加碼 |
| 16 | REGN | Regeneron Pharmaceuticals | +0.1% | +17.94% | 加碼 |
| 17 | WDAY | Workday Inc-class A | +0.1% | +12.89% | 加碼 |
| 18 | CLX | Clorox Company | +0.1% | +44.58% | 加碼 |
| 19 | LHX | L3harris Technologies INC | +0.1% | +0.25% | 加碼 |
| 20 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +0.1% | +0.03% | 加碼 |
| 21 | MRSH | Marsh & Mclennan Cos | +0.1% | +2.20% | 加碼 |
| 22 | MSFT | Microsoft CORP | 0% | -0.14% | 減碼 |
| 23 | SBUX | Starbucks CORP | 0% | +2.07% | 加碼 |
| 24 | SPOT | Spotify Technology S.A. | -0.1% | +4.09% | 加碼 |
| 25 | CRWD | Crowdstrike Holdings INC - A | -0.1% | +3.89% | 加碼 |
| 26 | PTON | Peloton Interactive Inc-a | -0.1% | +19.46% | 加碼 |
| 27 | AMZN | Amazon.com INC | -0.2% | +1.50% | 加碼 |
| 28 | ROKU | Roku INC | -0.2% | -15.01% | 減碼 |
| 29 | ADBE | Adobe INC | -0.2% | +1.44% | 加碼 |
| 30 | NSRGY | Nestle Sa-spons Adr | -0.2% | +1.42% | 加碼 |
| 31 | LLY | Eli Lilly & Co | -0.2% | -15.53% | 減碼 |
| 32 | EW | Edwards Lifesciences CORP | -0.2% | +0.87% | 加碼 |
| 33 | PYPL | Paypal Holdings INC | -0.3% | -11.20% | 減碼 |
| 34 | AAPL | Apple INC | -0.3% | -1.13% | 減碼 |
| 35 | VAREUR | Varian Medical Systems INC | -0.5% | -97.69% | 減碼 |
| 36 | VUG | Vanguard Growth ETF | -0.5% | -22.29% | 減碼 |
| 37 | PEP | Pepsico INC | -0.9% | -34.35% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | -1.6% | -88.84% | 減碼 |
| 39 | MRK | Merck & Co., Inc. | -1.6% | -89.64% | 減碼 |
| 40 | LDOS | Leidos Holdings INC | — | EXIT | 清倉 |
| 41 | AXON | Axon Enterprise INC | — | EXIT | 清倉 |
| 42 | JD | Jd.com Inc-adr | — | EXIT | 清倉 |
| 43 | DOV | Dover CORP | — | NEW | 新建倉 |
| 44 | ADYEY | Adyen Nv-unspon Adr | — | NEW | 新建倉 |
| 45 | ✓ | Axovant Sciences LTD | — | NEW | 新建倉 |
| 46 | CHGG | Chegg INC | — | NEW | 新建倉 |
| 47 | ETSY | Etsy INC | — | NEW | 新建倉 |
| 48 | ESLT | Elbit Systems Ltd. | — | EXIT | 清倉 |
| 49 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | 新建倉 |
| 50 | AMWL | American Well Corporation | — | EXIT | 清倉 |