CIK: 0001766510
申報總市值
US$7.1億
僅顯示前 200 大持股（共 308 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 | 4.43% | — | -9.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | — | -1.22% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.74% | — | -13.72% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.48% | — | +7.00% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.00% | — | -3.78% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.78% | — | +0.49% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | — | +0.23% | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 2.15% | — | +7.25% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 1.77% | — | +1.13% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.68% | — | +2.79% | |
| 11 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.62% | — | +0.57% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.47% | — | -0.58% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | — | +50.83% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.41% | — | +5.24% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.35% | — | -6.11% | |
| 16 | HON | Honeywell International INC | 股票-工業 | 1.35% | — | -3.06% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.22% | — | +4.04% | |
| 18 | MU | Micron Technology INC | 股票-科技 | 1.10% | — | +62.96% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.03% | — | +7.72% | |
| 20 | ZTS | Zoetis INC | 股票-醫療保健 | 1.00% | — | +60.70% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | — | -6.85% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.89% | — | +46.37% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | -0.84% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.80% | — | -2.95% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | +12.50% | |
| 26 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.77% | — | -36.02% | |
| 27 | COF | Capital One Financial CORP | 股票-金融 | 0.74% | — | +0.03% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.74% | — | +2.52% | |
| 29 | MRVL | Marvell Technology INC | 股票-科技 | 0.73% | — | +78.98% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.70% | — | +33.84% | |
| 31 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.69% | — | -52.34% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | — | -1.57% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.66% | — | +19.19% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | — | +5.03% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.64% | — | -0.55% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.64% | — | +4.01% | |
| 37 | IQLT | Ishares Msci International Q | ETF-其他 | 0.63% | — | +24.83% | |
| 38 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.63% | — | +82.30% | |
| 39 | J | Jacobs Solutions INC | 股票-工業 | 0.63% | — | -0.29% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.62% | — | +3.14% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | — | +209.13% | |
| 42 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.58% | — | +6.52% | |
| 43 | PRU | Prudential Financial INC | 股票-金融 | 0.58% | — | -1.67% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | +0.92% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.57% | — | +2.90% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.56% | — | +1190.76% | |
| 47 | FDX | Fedex CORP | 股票-工業 | 0.56% | — | +0.26% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.55% | — | -6.92% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.55% | — | -3.57% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +2.74% |