CIK: 0002054798
申報總市值
US$8256.7萬
| # | 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 | AAPL | Apple INC | 股票-科技 | 9.62% | -0.66% | +2.29% | |
| 2 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 8.08% | -0.51% | -1.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.10% | -0.55% | -1.11% | |
| 4 | ARKK | Ark Innovation ETF | ETF-其他 | 6.42% | +0.10% | -1.65% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.27% | +0.80% | +0.13% | |
| 6 | URTY | Proshares Ultrapro Russ2000 | ETF-其他 | 5.97% | -6.73% | EXIT | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 5.26% | +0.85% | -1.49% | |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 5.05% | +0.28% | -1.51% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.49% | +0.35% | +17.10% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.15% | +0.45% | -1.62% | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 4.08% | -1.02% | -0.60% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.77% | +0.79% | -1.38% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.72% | +0.71% | -1.72% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 3.34% | -0.42% | -0.34% | |
| 15 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 2.46% | +0.21% | -3.20% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 2.38% | +1.49% | -0.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.94% | +0.28% | -1.53% | |
| 18 | NAIL | Dire Dail Hb & Sb 3x Etf-usd | ETF-其他 | 1.66% | -0.13% | -1.25% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.37% | -0.45% | -0.28% | |
| 20 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.23% | — | -2.37% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.15% | -0.65% | — | |
| 22 | SNOW | Snowflake INC | 股票-科技 | 1.09% | -0.24% | -0.97% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.04% | -0.65% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | +0.10% | +0.09% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.93% | +0.20% | -0.21% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.89% | +0.10% | -1.19% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | +0.01% | +0.09% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | +0.06% | +0.08% | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.72% | -0.03% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.68% | +0.09% | +0.27% | |
| 31 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.53% | +0.02% | -2.22% | |
| 32 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.46% | +0.38% | +0.52% | |
| 33 | CACI | Caci International INC -cl A | 股票-科技 | 0.41% | +0.02% | -2.18% | |
| 34 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.27% | +4.99% | NEW | |
| 35 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.26% | +0.05% | +0.55% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.24% | -0.29% | EXIT | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.23% | +0.01% | +0.69% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | +0.04% | — |