CIK: 0001766510
申報總市值
US$7.1億
僅顯示前 200 大持股（共 279 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 | 5.88% | — | -0.00% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.16% | — | +1899.61% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | — | +2.06% | |
| 4 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.96% | — | +0.14% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.69% | — | -1.11% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.46% | — | -2.05% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.34% | — | +4.45% | |
| 8 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.87% | — | +1.31% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 1.80% | — | +0.28% | |
| 10 | QCOM | Qualcomm INC | 股票-科技 | 1.73% | — | -4.08% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.64% | — | +12.40% | |
| 12 | HON | Honeywell International INC | 股票-工業 | 1.57% | — | +0.33% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.51% | — | -8.73% | |
| 14 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.43% | — | +29.91% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.38% | — | -5.23% | |
| 16 | ABMDEUR | Abiomed INC | 股票-其他 | 1.33% | — | +0.12% | |
| 17 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.31% | — | -0.59% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | — | +2.98% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | — | +2019.42% | |
| 20 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.21% | — | +42.97% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 1.16% | — | -1.48% | |
| 22 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-其他 | 1.01% | — | -1.80% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.96% | — | +2.86% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.87% | — | +1.91% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.85% | — | — | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.85% | — | -0.02% | |
| 27 | TRTN-PA | Triton International Limited | 股票-其他 | 0.84% | — | +6.62% | |
| 28 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.79% | — | -7.18% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | — | +490.90% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.70% | — | -24.22% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.70% | — | -2.04% | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | 0.69% | — | -0.31% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.68% | — | -5.36% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.66% | — | -30.81% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.64% | — | +0.04% | |
| 36 | MDT | Medtronic plc | 股票-醫療保健 | 0.64% | — | +77.97% | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | — | +0.33% | |
| 38 | J | Jacobs Solutions INC | 股票-工業 | 0.62% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | — | -18.13% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | — | +5.93% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.58% | — | -1.25% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -33.32% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.57% | — | +5.40% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.55% | — | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | +177.22% | |
| 46 | BX | Blackstone INC | 股票-金融 | 0.54% | — | +0.27% | |
| 47 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.54% | — | -5.11% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.53% | — | -17.16% | |
| 49 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.53% | — | — | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.51% | — | -37.90% |