CIK: 0001911497
申報總市值
US$1.2億
僅顯示前 200 大持股（共 222 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 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 8.64% | -0.30% | -1.54% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.70% | -0.06% | -4.04% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.44% | -0.50% | -2.97% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.15% | -0.10% | -22.59% | |
| 5 | AXON | Axon Enterprise INC | 股票-工業 | 4.65% | -0.98% | -6.80% | |
| 6 | EXE | Expand Energy CORP | 股票-能源 | 4.35% | — | +9.51% | |
| 7 | SKY | Champion Homes INC | 股票-循環性消費 | 3.84% | -0.14% | -4.22% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.66% | -0.18% | -2.51% | |
| 9 | LOW | Lowe's Cos INC | 股票-循環性消費 | 3.60% | +0.06% | -12.92% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.08% | -0.19% | -6.05% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.96% | +0.19% | -11.90% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | -0.09% | -6.75% | |
| 13 | RRC | Range Resources CORP | 股票-能源 | 2.51% | — | +6.34% | |
| 14 | EEFT | Euronet Worldwide INC | 股票-科技 | 2.24% | — | -35.22% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.24% | +0.04% | — | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.16% | -0.47% | -13.45% | |
| 17 | DVN | Devon Energy CORP | 股票-能源 | 2.14% | — | +9.32% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.14% | -0.01% | -19.12% | |
| 19 | PTH | Invesco Dorsey Wright Health | ETF-其他 | 1.96% | — | -3.62% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.47% | — | -24.71% | |
| 21 | STEM | Stem, Inc. | 股票-其他 | 1.45% | — | -1.17% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 1.40% | +0.12% | +2.22% | |
| 23 | ICE | Intercontinental Exchange In | 股票-金融 | 1.39% | +0.03% | -36.48% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.38% | -0.02% | -20.57% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.22% | — | — | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 1.07% | — | +25.30% | |
| 27 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 1.00% | — | -15.40% | |
| 28 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.00% | -0.28% | -12.90% | |
| 29 | JUST | Goldman Sachs Just US Lrg | ETF-避險與商品 | 0.94% | — | — | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.87% | — | -14.66% | |
| 31 | FIS | Fidelity National Info Serv | 股票-科技 | 0.83% | — | -42.12% | |
| 32 | EA | Electronic Arts INC | 股票-通訊服務 | 0.79% | — | -4.18% | |
| 33 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 0.72% | — | -38.21% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +0.16% | |
| 35 | CLF | Cleveland-cliffs INC | 股票-原物料 | 0.62% | — | -44.99% | |
| 36 | NZAC | State Street Spdr Msci Acwi | ETF-其他 | 0.58% | — | -11.89% | |
| 37 | ACES | Alps Clean Energy ETF | ETF-其他 | 0.57% | — | -8.61% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.32% | — | |
| 39 | INTU | Intuit INC | 股票-科技 | 0.54% | -0.12% | -29.36% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | +3.49% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | +0.06% | — | |
| 42 | ECL | Ecolab INC | 股票-原物料 | 0.38% | — | — | |
| 43 | HON | Honeywell International INC | 股票-工業 | 0.34% | — | — | |
| 44 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.33% | — | — | |
| 45 | AAP | Advance Auto Parts INC | 股票-循環性消費 | 0.33% | — | -32.86% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | +0.09% | +1.71% | |
| 48 | MMM | 3m Co | 股票-工業 | 0.32% | — | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.31% | — | -2.01% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.28% | — | — |