CIK: 0001682266
申報總市值
US$16.5億
僅顯示前 200 大持股（共 261 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 | POWL | Powell Industries INC | 股票-工業 | 20.02% | +16.79% | NEW | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.08% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | +3.43% | NEW | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.35% | +3.67% | NEW | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.34% | +1.73% | NEW | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | +1.92% | NEW | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.90% | +1.85% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.85% | — | -21.87% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | +1.41% | NEW | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.55% | +1.35% | NEW | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.49% | +1.91% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.46% | +1.39% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | +1.64% | NEW | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.37% | +1.41% | NEW | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.18% | +1.64% | NEW | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 1.10% | +1.18% | NEW | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.08% | +1.29% | NEW | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 1.06% | +1.26% | NEW | |
| 19 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.05% | +0.71% | NEW | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.00% | +0.97% | NEW | |
| 21 | CRM | Salesforce INC | 股票-科技 | 1.00% | +0.90% | NEW | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | +1.08% | NEW | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 0.96% | +1.05% | NEW | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.93% | +1.15% | NEW | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +1.08% | NEW | |
| 26 | CEG | Constellation Energy | 股票-公用事業 | 0.90% | +0.90% | NEW | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.88% | — | +62.95% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | +0.93% | NEW | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.82% | +0.91% | NEW | |
| 30 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.82% | +1.08% | NEW | |
| 31 | HON | Honeywell International INC | 股票-工業 | 0.81% | +0.68% | NEW | |
| 32 | MCK | Mckesson CORP | 股票-醫療保健 | 0.75% | +0.98% | NEW | |
| 33 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.75% | +0.92% | NEW | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.74% | +0.93% | NEW | |
| 35 | PWR | Quanta Services INC | 股票-工業 | 0.74% | +0.66% | NEW | |
| 36 | CMI | Cummins INC | 股票-工業 | 0.74% | +0.80% | NEW | |
| 37 | WELL | Welltower INC | 股票-房地產 | 0.72% | +0.97% | NEW | |
| 38 | OKE | Oneok INC | 股票-能源 | 0.70% | +0.77% | NEW | |
| 39 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.68% | +0.75% | NEW | |
| 40 | AER | AerCap Holdings N.V. | 股票-工業 | 0.68% | +0.91% | NEW | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | +0.86% | NEW | |
| 42 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.67% | +0.84% | NEW | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | — | +15.19% | |
| 44 | CRH | CRH plc | 股票-原物料 | 0.65% | +0.70% | NEW | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.63% | — | +8.07% | |
| 46 | CB | Chubb Limited | 股票-金融 | 0.62% | +0.75% | NEW | |
| 47 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.59% | +0.77% | NEW | |
| 48 | LONZ | Pimco Senior Loan Active ETF | ETF-其他 | 0.58% | — | +351.80% | |
| 49 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.56% | — | +6.52% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 0.56% | +0.73% | NEW |