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 | 5.22% | — | -5.13% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.74% | — | -2.33% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | — | +0.77% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.92% | — | +10.43% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.60% | — | -0.50% | |
| 6 | ABBV | Abbvie INC | 股票-醫療保健 | 2.17% | — | +0.63% | |
| 7 | HON | Honeywell International INC | 股票-工業 | 2.02% | — | +0.41% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.89% | — | -5.13% | |
| 9 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.82% | — | +0.38% | |
| 10 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.82% | — | -1.00% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.81% | — | -1.26% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.56% | — | -0.54% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.51% | — | -3.01% | |
| 14 | QCOM | Qualcomm INC | 股票-科技 | 1.49% | — | -11.02% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | — | -0.21% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.28% | — | -4.68% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 1.27% | — | +2.31% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | — | +1.34% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | — | +127.84% | |
| 20 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 1.10% | — | -66.93% | |
| 21 | TRTN-PA | Triton International Limited | 股票-其他 | 1.05% | — | +0.06% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.04% | — | +6.98% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.00% | — | -0.57% | |
| 24 | PFE | Pfizer INC | 股票-醫療保健 | 0.92% | — | +23.29% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | — | +17.04% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.88% | — | +1153.89% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.85% | — | -0.93% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | — | +15.79% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +1.51% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.75% | — | -11.64% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.74% | — | +34.35% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.74% | — | +20.24% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -2.13% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.70% | — | -1.63% | |
| 35 | J | Jacobs Solutions INC | 股票-工業 | 0.68% | — | +0.10% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | -5.29% | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | — | +0.05% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.64% | — | -2.68% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | — | -12.96% | |
| 40 | PYPL | Paypal Holdings INC | 股票-金融 | 0.62% | — | +9.32% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | +2.57% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.59% | — | +33.26% | |
| 43 | WMT | Walmart INC | 股票-非循環性消費 | 0.58% | — | +39.14% | |
| 44 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.57% | — | -0.62% | |
| 45 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.57% | — | -1.47% | |
| 46 | ELV | Elevance Health INC | 股票-醫療保健 | 0.57% | — | — | |
| 47 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.57% | — | -1.71% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事業 | 0.56% | — | +15.47% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.55% | — | -9.53% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.53% | — | +0.86% |