CIK: 0001610520
申報總市值
US$6663.2億
僅顯示前 200 大持股（共 7224 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.81% | -0.02% | -5.53% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.22% | — | +321.83% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.80% | +0.06% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.47% | +0.42% | +43.24% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.45% | -0.20% | -0.77% | |
| 6 | TSLA | Tesla INC | 股票-循環性消費 | 2.43% | — | +422.04% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.82% | -0.10% | -10.07% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.62% | +0.18% | +7.20% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.40% | -0.18% | +8.83% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | — | -7.26% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.10% | +0.63% | +0.59% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.10% | — | +118.49% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | — | -0.87% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 0.90% | — | -2.12% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.83% | +0.32% | +1.74% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.83% | — | -15.42% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | — | -1.75% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | — | +6.24% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | — | -5.23% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.76% | — | -15.33% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.20% | -0.24% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.75% | +0.24% | -6.89% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.15% | -8.08% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | +0.13% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.63% | — | -6.11% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.62% | — | +95.75% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.61% | — | -0.63% | |
| 28 | UBS | UBS Group AG | 股票-金融 | 0.60% | -0.41% | +0.37% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | -3.54% | |
| 30 | ADBE | Adobe INC | 股票-科技 | 0.59% | — | -4.34% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.53% | -0.25% | -8.42% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.52% | — | +0.26% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.51% | — | -4.99% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | — | -6.09% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | -1.96% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.49% | — | +11.26% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | — | -5.19% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.48% | — | -4.36% | |
| 39 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.47% | +0.40% | +0.22% | |
| 40 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.46% | — | -2.85% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | — | +0.69% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.44% | — | -7.38% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.43% | — | +0.23% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | — | -16.06% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | -3.63% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.18% | +14.58% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.39% | +0.13% | +37.14% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.37% | — | +3.34% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +18.87% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.36% | — | -1.73% |