CIK: 0002000314
申報總市值
US$3.0億
僅顯示前 200 大持股（共 552 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.93% | -1.76% | -18.96% | |
| 2 | IAUM | Ishares Gold Trust Micro | ETF-避險與商品 | 6.33% | -0.47% | +2.03% | |
| 3 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 4.15% | -0.62% | -10.72% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.51% | — | -2.33% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.37% | -1.20% | -7.68% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.11% | -0.82% | -55.47% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.96% | -0.05% | +6.62% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.69% | +0.31% | +22.68% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.69% | — | +14.46% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.62% | — | -11.08% | |
| 11 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.56% | -0.36% | +3.84% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | — | +6.56% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.31% | +0.16% | +36.26% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.27% | +0.28% | +26.77% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | — | -10.01% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.18% | — | +8.57% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.11% | +0.40% | +33.10% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | -0.31% | -8.00% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | — | -25.83% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 0.94% | -0.30% | -2.42% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.91% | — | -28.98% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.90% | +0.19% | -22.53% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 0.86% | — | -5.48% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.85% | — | +220.15% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.20% | -27.20% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.83% | — | +3.34% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.79% | — | -11.08% | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.78% | +0.03% | -27.55% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | +0.22% | +31.44% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.76% | — | -3.54% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | -0.22% | -5.54% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | — | -45.16% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.69% | — | +1.51% | |
| 34 | BLK | Blackrock INC | 股票-金融 | 0.68% | — | +1.39% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.67% | — | -20.67% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.25% | -35.31% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | — | +90.12% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | — | +45.98% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.60% | — | -0.14% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.57% | — | -23.62% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | — | -15.20% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | — | -0.06% | |
| 43 | PNC | Pnc Financial Services Group | 股票-金融 | 0.53% | — | -26.25% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | +0.11% | -2.98% | |
| 45 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.53% | — | +4.30% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | -0.17% | -1.76% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | -0.41% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | -26.32% | |
| 49 | OKE | Oneok INC | 股票-能源 | 0.47% | +0.06% | -20.94% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.45% | +0.09% | -14.81% |