CIK: 0001766510
申報總市值
US$7.1億
僅顯示前 200 大持股（共 206 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 | 6.26% | — | -0.01% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 6.00% | — | -0.29% | |
| 3 | PYPL | Paypal Holdings INC | 股票-金融 | 5.16% | — | -3.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.10% | — | +0.32% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.59% | — | +1.25% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.39% | — | -0.74% | |
| 7 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.97% | — | -1.60% | |
| 8 | ABMDEUR | Abiomed INC | 股票-其他 | 1.85% | — | — | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | — | +2.74% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.37% | — | +18.66% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.35% | — | +163.01% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.26% | — | +0.38% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | — | +3.72% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.22% | — | +1.44% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.20% | — | +8.17% | |
| 16 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 1.15% | — | +10.50% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.15% | — | -4.46% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | — | -5.01% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.99% | — | -13.57% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.95% | — | +23.22% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | -0.67% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.93% | — | +25.84% | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 0.91% | — | -68.25% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.88% | — | -0.21% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.88% | — | -6.97% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.84% | — | +48.05% | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 0.83% | — | +97.28% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.81% | — | — | |
| 29 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.79% | — | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | — | -4.87% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.78% | — | -2.45% | |
| 32 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.76% | — | -1.71% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.75% | — | +21.12% | |
| 34 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.74% | — | — | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 0.72% | — | +1.23% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -1.13% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.70% | — | +3.06% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.70% | — | +138.43% | |
| 39 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.68% | — | +58.20% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.65% | — | +8.06% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.64% | — | +6.61% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.64% | — | +11.99% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.61% | — | -36.31% | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.61% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | +11.57% | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.57% | — | +65.35% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.56% | — | -9.89% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.55% | — | +8.41% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.53% | — | +39.11% | |
| 50 | LITE | Lumentum Holdings INC | 股票-科技 | 0.52% | — | — |