CIK: 0001766510
申報總市值
US$7.1億
僅顯示前 200 大持股（共 304 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 | 6.00% | — | +2.71% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.92% | — | -2.97% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.76% | — | -0.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | — | -8.58% | |
| 5 | PYPL | Paypal Holdings INC | 股票-金融 | 3.27% | — | +15.67% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.69% | — | +0.64% | |
| 7 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.19% | — | -0.41% | |
| 8 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.17% | — | +10.74% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.75% | — | -2.68% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.50% | — | +4.48% | |
| 11 | ABMDEUR | Abiomed INC | 股票-其他 | 1.44% | — | -0.53% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.44% | — | +6.03% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | — | -0.72% | |
| 14 | ABBV | Abbvie INC | 股票-醫療保健 | 1.21% | — | +0.29% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.19% | — | +6.70% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工業 | 1.19% | — | -1.19% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.18% | — | -0.51% | |
| 18 | HON | Honeywell International INC | 股票-工業 | 1.17% | — | -0.40% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 1.07% | — | -1.17% | |
| 20 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-其他 | 1.04% | — | +10.50% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.00% | — | +5.16% | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.96% | — | +1.51% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | — | -0.93% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.90% | — | -5.21% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.89% | — | -3.09% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.86% | — | +8.57% | |
| 27 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.86% | — | +42.04% | |
| 28 | MU | Micron Technology INC | 股票-科技 | 0.85% | — | -12.13% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.80% | — | +0.14% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.80% | — | +2.61% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.79% | — | +0.96% | |
| 32 | COF | Capital One Financial CORP | 股票-金融 | 0.78% | — | +0.19% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.76% | — | +197.57% | |
| 34 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.76% | — | -23.57% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.73% | — | +2.73% | |
| 36 | FDX | Fedex CORP | 股票-工業 | 0.72% | — | +1.74% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.69% | — | -0.05% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.68% | — | -1.93% | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.68% | — | +20.85% | |
| 40 | TRTN-PA | Triton International Limited | 股票-其他 | 0.66% | — | -0.58% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | — | -1.14% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | — | +0.72% | |
| 43 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.64% | — | +54.30% | |
| 44 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.63% | — | -0.61% | |
| 45 | BX | Blackstone INC | 股票-金融 | 0.62% | — | -1.16% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.61% | — | -5.99% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | — | -1.41% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | -1.48% | |
| 49 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.59% | — | +456.27% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | — | -2.34% |