CIK: 0001634556
申報總市值
US$8.8億
僅顯示前 200 大持股（共 215 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 | LII | Lennox International INC | 股票-工業 | 14.93% | -1.80% | -2.13% | |
| 2 | AAPL | Apple INC | 股票-科技 | 12.32% | -1.93% | +173.78% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.39% | -2.00% | -0.48% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.84% | -0.92% | +431.29% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.09% | -0.83% | +561.45% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.80% | -0.47% | +288.96% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.32% | -0.66% | +52.90% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.68% | -0.74% | +398.66% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.18% | -0.42% | +287.10% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.90% | -0.29% | +9.83% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.45% | +0.11% | +2.01% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.34% | +0.96% | NEW | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.24% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | +0.20% | +5.41% | |
| 15 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.20% | -1.07% | EXIT | |
| 16 | FAST | Fastenal Co | 股票-工業 | 1.08% | — | -1.67% | |
| 17 | GE | General Electric | 股票-工業 | 1.03% | — | -12.76% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.20% | +12.60% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | — | +12.30% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.89% | — | +0.05% | |
| 21 | KMX | Carmax INC | 股票-循環性消費 | 0.88% | +0.41% | NEW | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 0.75% | -0.62% | EXIT | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 0.69% | — | +4.95% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | +5.88% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 0.66% | -0.20% | -8.17% | |
| 26 | CTVA | Corteva INC | 股票-原物料 | 0.65% | +0.05% | +0.16% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | -0.08% | |
| 28 | MLM | Martin Marietta Materials | 股票-原物料 | 0.54% | — | +0.88% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.53% | — | -5.37% | |
| 30 | GEV | GE Vernova INC | 股票-工業 | 0.51% | +0.08% | -12.52% | |
| 31 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.51% | — | +0.09% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 0.50% | — | +6.84% | |
| 33 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.50% | -0.37% | EXIT | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.49% | -0.21% | — | |
| 35 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.48% | -0.45% | EXIT | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.44% | -0.22% | EXIT | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.43% | — | +7.58% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.42% | — | +17.19% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | — | +17.05% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | — | -1.49% | |
| 41 | ALL | Allstate CORP | 股票-金融 | 0.40% | — | +0.79% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.39% | — | -1.98% | |
| 43 | CAT | Caterpillar INC | 股票-工業 | 0.39% | — | +2.49% | |
| 44 | DHI | Dr Horton INC | 股票-循環性消費 | 0.39% | — | -8.06% | |
| 45 | KR | Kroger Co | 股票-非循環性消費 | 0.39% | — | -7.46% | |
| 46 | SPGI | S&p Global INC | 股票-金融 | 0.39% | — | +5.70% | |
| 47 | DOW | Dow INC | 股票-原物料 | 0.35% | +0.17% | -0.08% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.34% | — | -5.01% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.34% | +0.11% | +42.63% | |
| 50 | PAYX | Paychex INC | 股票-科技 | 0.34% | — | -4.06% |