CIK: 0001932342
申報總市值
US$3.1億
僅顯示前 200 大持股（共 211 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 | 5.08% | — | -0.29% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.51% | +1.52% | -4.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | +0.37% | -0.91% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.08% | +1.55% | +0.07% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | +0.70% | -1.48% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.84% | — | +2.08% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.83% | +0.40% | -0.96% | |
| 8 | WMT | Walmart INC | 股票-非循環性消費 | 2.67% | +1.27% | -2.65% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.51% | +0.45% | -0.64% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.11% | -3.29% | EXIT | |
| 11 | DE | Deere & Co | 股票-工業 | 2.09% | +1.00% | -0.22% | |
| 12 | RSG | Republic Services INC | 股票-工業 | 2.07% | — | -0.73% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.02% | — | +0.54% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.98% | +1.41% | +1.87% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.96% | — | -0.77% | |
| 16 | HON | Honeywell International INC | 股票-工業 | 1.87% | — | +4.02% | |
| 17 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.74% | — | +3.35% | |
| 18 | ITW | Illinois Tool Works | 股票-工業 | 1.73% | — | +4.35% | |
| 19 | BKR | Baker Hughes Co | 股票-能源 | 1.54% | +1.34% | — | |
| 20 | DASH | Doordash INC - A | 股票-循環性消費 | 1.47% | -0.03% | — | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.40% | +0.39% | +3.72% | |
| 22 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.37% | +0.79% | — | |
| 23 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.33% | -1.21% | EXIT | |
| 24 | DFIV | Dimensional International Va | ETF-其他 | 1.30% | -3.32% | EXIT | |
| 25 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.29% | — | — | |
| 26 | BLK | Blackrock INC | 股票-金融 | 1.28% | — | +640.40% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | -0.57% | EXIT | |
| 28 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.00% | -0.39% | EXIT | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.97% | -0.29% | EXIT | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.96% | -0.87% | EXIT | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | -1.02% | EXIT | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.90% | -1.24% | EXIT | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 0.89% | — | +0.04% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.86% | -0.71% | EXIT | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | — | +2.43% | |
| 36 | CAT | Caterpillar INC | 股票-工業 | 0.77% | +1.15% | +0.19% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.73% | -0.62% | EXIT | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | — | +4.37% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.87% | -0.05% | |
| 40 | EMO | Clearbridge Energy Midstream | 股票-其他 | 0.66% | — | -0.59% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | — | +1.99% | |
| 42 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.53% | -2.15% | EXIT | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -3.44% | |
| 44 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.50% | -0.41% | EXIT | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +0.46% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | -0.49% | EXIT | |
| 47 | TFC | Truist Financial CORP | 股票-金融 | 0.48% | — | -1.13% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.46% | -0.42% | EXIT | |
| 49 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.44% | -0.46% | EXIT | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | — | -1.03% |