CIK: 0001766510
申報總市值
US$7.1億
僅顯示前 200 大持股（共 330 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 | 5.18% | — | -0.86% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.67% | — | +6.70% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.65% | — | -0.30% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.58% | — | -1.31% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.70% | — | +2.10% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.62% | — | -0.97% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 2.41% | — | +21.07% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | — | +0.52% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 1.64% | — | +0.05% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.37% | — | +0.12% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.36% | — | +4.24% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.24% | — | -5.05% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.17% | — | +7.73% | |
| 14 | HON | Honeywell International INC | 股票-工業 | 1.17% | — | -1.22% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工業 | 1.15% | — | +179.44% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | — | +0.63% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | — | +36.13% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.08% | — | +73.46% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.07% | — | -10.03% | |
| 20 | ZTS | Zoetis INC | 股票-醫療保健 | 1.04% | — | -4.96% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.99% | — | +0.11% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | — | -0.39% | |
| 23 | MU | Micron Technology INC | 股票-科技 | 0.86% | — | +3.50% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.86% | — | +0.11% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | — | +46.83% | |
| 26 | WMT | Walmart INC | 股票-非循環性消費 | 0.84% | — | -2.05% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.80% | — | +85.45% | |
| 28 | IQLT | Ishares Msci International Q | ETF-其他 | 0.78% | — | +18.75% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | — | +0.66% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.70% | — | +0.84% | |
| 31 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.70% | — | -1.60% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.68% | — | +0.48% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | — | +2.10% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.66% | — | +0.68% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | -1.00% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.65% | — | — | |
| 37 | MRVL | Marvell Technology INC | 股票-科技 | 0.64% | — | -0.48% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +0.80% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.63% | — | -46.78% | |
| 40 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.60% | — | -5.00% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | +0.82% | |
| 42 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.57% | — | +0.96% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.57% | — | +7.18% | |
| 44 | MDT | Medtronic plc | 股票-醫療保健 | 0.57% | — | +0.15% | |
| 45 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.53% | — | +658.50% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.52% | — | -31.34% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | +8.01% | |
| 48 | PRU | Prudential Financial INC | 股票-金融 | 0.51% | — | -0.10% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.51% | — | -0.44% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.51% | — | +30.92% |