CIK: 0001941369
申報總市值
US$3013.4萬
僅顯示前 200 大持股（共 214 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 | VUG | Vanguard Growth ETF | ETF-其他 | 26.21% | — | -2.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.84% | -13.41% | +1.41% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.49% | +2.73% | NEW | |
| 4 | XLF | Ss Financial Select Sector | ETF-其他 | 2.24% | — | +0.12% | |
| 5 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.99% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | +0.89% | NEW | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.68% | — | +1.23% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.49% | — | — | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.44% | +1.67% | NEW | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.36% | — | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | +0.27% | -3.15% | |
| 12 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.20% | — | — | |
| 13 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 1.19% | — | — | |
| 14 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.18% | — | — | |
| 15 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.90% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | +1.37% | NEW | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | — | -0.95% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | -0.12% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.72% | — | +11.80% | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.72% | -2.38% | EXIT | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.71% | -0.06% | +1.08% | |
| 22 | BFOR | Barron's 400 ETF | ETF-其他 | 0.70% | -0.90% | — | |
| 23 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 0.69% | — | — | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.67% | -4.81% | EXIT | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | -6.03% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.65% | -1.77% | -9.85% | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.62% | — | — | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.61% | — | +5.05% | |
| 29 | NFLX | Netflix INC | 股票-通訊服務 | 0.56% | +1.28% | NEW | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | -2.17% | +16.24% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | -0.05% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.48% | — | -8.88% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | — | +29.21% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | — | — | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.44% | +0.27% | — | |
| 36 | KKR | Kkr & Co INC | 股票-金融 | 0.44% | — | +1.86% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | — | — | |
| 38 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.42% | -1.80% | — | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | — | +1.40% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | — | +17.39% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.39% | — | +1.11% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | +1.30% | |
| 43 | IEV | Ishares Europe ETF | ETF-其他 | 0.38% | — | — | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.37% | +0.90% | NEW | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.36% | -0.22% | -0.91% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.35% | — | +12.85% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | — | -3.23% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.34% | +0.80% | — | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | — | +10.31% | |
| 50 | NOW | Servicenow INC | 股票-科技 | 0.33% | — | -2.87% |