CIK: 0002094435
申報總市值
US$3.0億
僅顯示前 200 大持股（共 257 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 | BAC | Bank Of America CORP | 股票-金融 | 5.77% | -1.13% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | -0.88% | +11.05% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.83% | -0.34% | +5.14% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.65% | -0.29% | +8.08% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.81% | -1.17% | +3.44% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.44% | -0.22% | +12.22% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.14% | -0.17% | +23.90% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.02% | +0.38% | +8.44% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | -0.23% | -1.82% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | -0.12% | +6.53% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.40% | — | -13.36% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.39% | -0.13% | +0.18% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | -0.17% | -0.77% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.16% | — | +1.98% | |
| 15 | GBDC | Golub Capital Bdc INC | 股票-金融 | 1.07% | — | +1.64% | |
| 16 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.01% | -0.17% | +1.41% | |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.99% | -0.21% | -0.02% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.09% | +20.03% | |
| 19 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.97% | -0.10% | +16.73% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | +0.39% | -0.29% | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 0.84% | -0.17% | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | — | +4.33% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事業 | 0.82% | +0.14% | -20.54% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.81% | +0.18% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | +0.50% | +4.21% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.77% | — | -16.86% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 0.75% | — | — | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.74% | — | +14.98% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.74% | — | +1.04% | |
| 30 | BAFE | Brown Flex Equity ETF | ETF-其他 | 0.71% | — | — | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.64% | — | — | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | — | +9.74% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | — | -4.52% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | +7.40% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.58% | — | -2.16% | |
| 36 | RSG | Republic Services INC | 股票-工業 | 0.57% | — | +0.02% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | +5.22% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +8.23% | |
| 39 | BASG | Brown Adviso Sustain Gro ETF | ETF-其他 | 0.55% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | — | +3.57% | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.53% | — | +30.51% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.53% | -0.26% | +17.24% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | +0.01% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.51% | -0.12% | +2.01% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | -7.75% | |
| 46 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.50% | — | +14.90% | |
| 47 | BLK | Blackrock INC | 股票-金融 | 0.49% | — | — | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.48% | — | +9.05% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | — | +39.24% | |
| 50 | TT | Trane Technologies plc | 股票-工業 | 0.46% | — | — |