CIK: 0001962382
申報總市值
US$2.3億
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 9.87% | -1.90% | +0.11% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.28% | -1.71% | -0.04% | |
| 3 | CMI | Cummins INC | 股票-工業 | 7.93% | -1.44% | +0.13% | |
| 4 | DHI | Dr Horton INC | 股票-循環性消費 | 7.80% | +0.06% | +0.44% | |
| 5 | AAPL | Apple INC | 股票-科技 | 6.90% | -0.01% | -0.68% | |
| 6 | PH | Parker Hannifin CORP | 股票-工業 | 5.22% | -0.81% | +0.58% | |
| 7 | ETN | Eaton Corporation plc | 股票-工業 | 4.84% | +0.92% | +0.07% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 4.84% | -1.01% | -4.11% | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 4.35% | +0.31% | -0.78% | |
| 10 | J | Jacobs Solutions INC | 股票-工業 | 4.13% | +0.12% | -0.13% | |
| 11 | ACN | Accenture plc | 股票-科技 | 3.82% | -0.95% | -0.60% | |
| 12 | HON | Honeywell International INC | 股票-工業 | 3.27% | +0.75% | +0.75% | |
| 13 | MDT | Medtronic plc | 股票-醫療保健 | 2.86% | -0.10% | +1.61% | |
| 14 | FISV | Fiserv INC | 股票-其他 | 2.77% | +2.91% | +49.41% | |
| 15 | PAYX | Paychex INC | 股票-科技 | 2.72% | -0.31% | +0.75% | |
| 16 | SYK | Stryker CORP | 股票-醫療保健 | 2.59% | +0.01% | +0.82% | |
| 17 | KNX | Knight-swift Transportation | 股票-工業 | 2.48% | +0.37% | -2.66% | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.40% | -0.24% | +1.24% | |
| 19 | DOV | Dover CORP | 股票-工業 | 2.37% | +0.23% | +0.91% | |
| 20 | APD | Air Products & Chemicals INC | 股票-原物料 | 2.30% | +0.56% | +1.23% | |
| 21 | GLW | Corning INC | 股票-科技 | 2.13% | +0.13% | -0.84% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.88% | +0.15% | -3.39% | |
| 23 | INTU | Intuit INC | 股票-科技 | 1.48% | -0.45% | +0.84% | |
| 24 | DOX | Amdocs Limited | 股票-科技 | 0.95% | -0.17% | +0.66% | |
| 25 | ARW | Arrow Electronics INC | 股票-科技 | 0.84% | +0.30% | -1.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.2% | +0.11% | 加碼 |
| 2 | CMI | Cummins INC | +1.4% | +0.13% | 加碼 |
| 3 | PH | Parker Hannifin CORP | +0.8% | +0.58% | 加碼 |
| 4 | KNX | Knight-swift Transportation | +0.6% | -2.66% | 減碼 |
| 5 | CSCO | Cisco Systems INC | +0.5% | -0.78% | 減碼 |
| 6 | AAPL | Apple INC | +0.5% | -0.68% | 減碼 |
| 7 | TMO | Thermo Fisher Scientific INC | +0.4% | +1.24% | 加碼 |
| 8 | DOV | Dover CORP | +0.4% | +0.91% | 加碼 |
| 9 | ACN | Accenture plc | +0.3% | -0.60% | 減碼 |
| 10 | GLW | Corning INC | +0.1% | -0.84% | 減碼 |
| 11 | MDT | Medtronic plc | +0.1% | +1.61% | 加碼 |
| 12 | DOX | Amdocs Limited | — | +0.66% | 加碼 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.39% | 減碼 |
| 14 | INTU | Intuit INC | 0% | +0.84% | 加碼 |
| 15 | ARW | Arrow Electronics INC | -0.1% | -1.16% | 減碼 |
| 16 | SYK | Stryker CORP | -0.1% | +0.82% | 加碼 |
| 17 | APD | Air Products & Chemicals INC | -0.2% | +1.23% | 加碼 |
| 18 | HON | Honeywell International INC | -0.2% | +0.75% | 加碼 |
| 19 | PAYX | Paychex INC | -0.3% | +0.75% | 加碼 |
| 20 | J | Jacobs Solutions INC | -0.5% | -0.13% | 減碼 |
| 21 | MSFT | Microsoft CORP | -0.6% | -0.04% | 減碼 |
| 22 | FISV | Fiserv INC | -0.8% | +49.41% | 加碼 |
| 23 | ETN | Eaton Corporation plc | -0.8% | +0.07% | 加碼 |
| 24 | DHI | Dr Horton INC | -1.3% | +0.44% | 加碼 |
| 25 | ORCL | Oracle CORP | -2.4% | -4.11% | 減碼 |