CIK: 0001911497
申報總市值
US$1.2億
僅顯示前 200 大持股（共 267 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.99% | -0.50% | +0.81% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.90% | -0.10% | -8.42% | |
| 3 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 5.79% | — | -44.57% | |
| 4 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 5.65% | -0.30% | +1.05% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.36% | -0.06% | +0.39% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.22% | -0.19% | -20.64% | |
| 7 | SIVBEUR | Svb Financial Group | 股票-其他 | 3.29% | — | — | |
| 8 | EEFT | Euronet Worldwide INC | 股票-科技 | 3.13% | — | +0.95% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.06% | -0.47% | -9.02% | |
| 10 | SKY | Champion Homes INC | 股票-循環性消費 | 3.03% | -0.14% | +15.17% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.94% | -0.09% | +0.72% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.78% | -0.01% | -24.83% | |
| 13 | AXON | Axon Enterprise INC | 股票-工業 | 2.77% | -0.98% | -0.96% | |
| 14 | LOW | Lowe's Cos INC | 股票-循環性消費 | 2.68% | +0.06% | — | |
| 15 | ICE | Intercontinental Exchange In | 股票-金融 | 2.64% | +0.03% | +1.13% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.59% | +0.19% | -18.13% | |
| 17 | PSI | Invesco Semiconductors ETF | ETF-其他 | 2.56% | +0.07% | -1.80% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.55% | -0.18% | +2.03% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.92% | — | +82.19% | |
| 20 | PTH | Invesco Dorsey Wright Health | ETF-其他 | 1.62% | — | -20.81% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.59% | +0.04% | — | |
| 22 | FIS | Fidelity National Info Serv | 股票-科技 | 1.57% | — | -1.35% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.39% | -0.02% | -14.46% | |
| 24 | CLF | Cleveland-cliffs INC | 股票-原物料 | 1.28% | — | +3443.60% | |
| 25 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 1.15% | — | +4.96% | |
| 26 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 1.04% | — | +139.94% | |
| 27 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.03% | -0.28% | -2.36% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 1.01% | +0.12% | — | |
| 29 | INTU | Intuit INC | 股票-科技 | 0.95% | -0.12% | +2.93% | |
| 30 | BUG | Global X Cybersecurity ETF | ETF-其他 | 0.94% | — | -15.47% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.93% | — | — | |
| 32 | EA | Electronic Arts INC | 股票-通訊服務 | 0.83% | — | -56.02% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.77% | — | — | |
| 34 | STEM | Stem, Inc. | 股票-其他 | 0.74% | — | +32.63% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | -1.78% | |
| 36 | JUST | Goldman Sachs Just US Lrg | ETF-避險與商品 | 0.69% | — | — | |
| 37 | AAP | Advance Auto Parts INC | 股票-循環性消費 | 0.62% | — | +5.11% | |
| 38 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.55% | — | -0.57% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | +3.49% | |
| 40 | NZAC | State Street Spdr Msci Acwi | ETF-其他 | 0.49% | — | — | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | -0.32% | -15.97% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.39% | — | -32.68% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.39% | — | -5.22% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | — | -50.24% | |
| 45 | VFH | Vanguard Financials ETF | ETF-其他 | 0.33% | — | -57.60% | |
| 46 | MSOS | Advisorshares Pure US Cann | ETF-其他 | 0.31% | — | +3.00% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.31% | — | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.31% | — | +0.51% | |
| 49 | ECL | Ecolab INC | 股票-原物料 | 0.30% | — | -4.28% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.25% | — | +0.90% |