CIK: 0001911497
申報總市值
US$1.2億
僅顯示前 200 大持股（共 223 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 | NVDA | Nvidia CORP | 股票-科技 | 9.48% | -0.12% | +918.89% | |
| 2 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 8.70% | — | +1068.92% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 6.69% | -0.50% | +2.27% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.03% | -0.10% | -0.58% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.18% | -0.06% | -0.08% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.97% | -0.47% | +0.52% | |
| 7 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 4.54% | -0.30% | -1.47% | |
| 8 | AXON | Axon Enterprise INC | 股票-工業 | 4.53% | -0.98% | -0.09% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.13% | -0.19% | +0.42% | |
| 10 | VRT | Vertiv Holdings Co-a | 股票-工業 | 3.55% | +1.16% | +3.14% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.15% | -0.09% | -0.20% | |
| 12 | SKY | Champion Homes INC | 股票-循環性消費 | 2.50% | -0.14% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.40% | -0.18% | -0.81% | |
| 14 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 2.38% | — | +4.20% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.32% | +6.41% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.88% | +0.19% | -0.79% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.70% | +0.04% | — | |
| 18 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.61% | +0.06% | -5.59% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.36% | -0.21% | -12.21% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.21% | — | -3.48% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | -0.02% | -0.66% | |
| 22 | PSI | Invesco Semiconductors ETF | ETF-其他 | 1.06% | +0.07% | -2.89% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.03% | — | — | |
| 24 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.00% | -0.17% | +0.66% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.89% | — | -3.46% | |
| 26 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.85% | -0.28% | — | |
| 27 | JUST | Goldman Sachs Just US Lrg | ETF-避險與商品 | 0.77% | — | — | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.69% | — | — | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.61% | -0.01% | -0.44% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.21% | +1504.66% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +0.20% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.57% | +0.03% | -5.10% | |
| 33 | LNTH | Lantheus Holdings INC | 股票-醫療保健 | 0.47% | — | +133.37% | |
| 34 | CVLT | Commvault Systems INC | 股票-科技 | 0.47% | -0.29% | +212.49% | |
| 35 | INTU | Intuit INC | 股票-科技 | 0.41% | -0.12% | — | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | +0.09% | +1.05% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.38% | +0.12% | — | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.37% | — | -1.72% | |
| 39 | ECL | Ecolab INC | 股票-原物料 | 0.35% | — | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.34% | — | +1.54% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.33% | +0.10% | +2.22% | |
| 42 | NZAC | State Street Spdr Msci Acwi | ETF-其他 | 0.32% | — | -16.87% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.31% | — | +71.43% | |
| 44 | EEFT | Euronet Worldwide INC | 股票-科技 | 0.30% | — | -17.54% | |
| 45 | DGII | Digi International INC | 股票-其他 | 0.26% | — | -46.87% | |
| 46 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.23% | — | — | |
| 47 | LH | Labcorp Holdings INC | 股票-醫療保健 | 0.22% | — | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.21% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | — | — | |
| 50 | SCCO | Southern Copper CORP | 股票-原物料 | 0.18% | — | +86.00% |