CIK: 0001766510
申報總市值
US$7.1億
僅顯示前 200 大持股（共 277 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 | 5.62% | — | -1.45% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.58% | — | +1.99% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | — | +2.72% | |
| 4 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.93% | — | +15.65% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.55% | — | -0.39% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.47% | — | +1480.12% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.33% | — | +29.86% | |
| 8 | ABBV | Abbvie INC | 股票-醫療保健 | 1.98% | — | +8.18% | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 1.98% | — | -1.81% | |
| 10 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.73% | — | -1.13% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.71% | — | +14.40% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.59% | — | -0.16% | |
| 13 | HON | Honeywell International INC | 股票-工業 | 1.58% | — | +0.84% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.50% | — | +7.00% | |
| 15 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.42% | — | +0.50% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | — | -1.64% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.33% | — | -4.95% | |
| 18 | ABMDEUR | Abiomed INC | 股票-其他 | 1.30% | — | +6.00% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工業 | 1.29% | — | -5.69% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.13% | — | +1.48% | |
| 21 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-其他 | 1.11% | — | +1.76% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.04% | — | +49.27% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.95% | — | +1.64% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | — | +0.44% | |
| 25 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.90% | — | +0.62% | |
| 26 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.89% | — | -0.06% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.88% | — | +0.09% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.88% | — | +1.65% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.85% | — | +591.41% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.79% | — | -11.68% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.74% | — | -1.74% | |
| 32 | TRTN-PA | Triton International Limited | 股票-其他 | 0.73% | — | +1.18% | |
| 33 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.71% | — | +0.08% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | — | +0.55% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.71% | — | — | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.70% | — | -8.20% | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 0.70% | — | -0.09% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | — | -41.83% | |
| 39 | FDX | Fedex CORP | 股票-工業 | 0.67% | — | -19.56% | |
| 40 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.66% | — | -0.97% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.64% | — | -27.90% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | — | +6.39% | |
| 43 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.61% | — | -33.29% | |
| 44 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.60% | — | +11.39% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.60% | — | +9.13% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | -7.58% | |
| 47 | MU | Micron Technology INC | 股票-科技 | 0.57% | — | -13.72% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.57% | — | +0.67% | |
| 49 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.57% | — | +57.96% | |
| 50 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.56% | — | -5.72% |