CIK: 0002050130
申報總市值
US$37.6億
僅顯示前 200 大持股（共 694 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.67% | +5.33% | +0.61% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.97% | -0.07% | +16.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.58% | +4.05% | +2.35% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | -0.41% | +28.04% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.62% | -0.70% | +49.28% | |
| 6 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.45% | — | -0.01% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | — | +21.79% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.87% | +2.52% | -1.70% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.47% | -0.04% | +4.64% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.25% | — | -0.60% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | -0.57% | +29.50% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.15% | -0.36% | +0.84% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.13% | — | +2.09% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.11% | -0.60% | +6.83% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.11% | — | +2.86% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.11% | -0.45% | +27.02% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.00% | +0.41% | +36.38% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.99% | -0.27% | +36.77% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.96% | — | +75.96% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.83% | — | -0.15% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.83% | -0.83% | -4.95% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.83% | — | -3.42% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | +18.56% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.79% | — | -3.78% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.78% | +0.19% | -2.64% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.77% | -0.23% | +2.24% | |
| 27 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.72% | — | +1.53% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.69% | -0.18% | +14.38% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | +9.24% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | — | -1.13% | |
| 31 | TSLA | Tesla INC | 股票-循環性消費 | 0.67% | -0.09% | +17.24% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.62% | — | +7.11% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | — | -1.14% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.61% | — | +70.94% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | +1.41% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.59% | — | -27.36% | |
| 37 | LRGG | Nomura Focused Large Growth | ETF-其他 | 0.55% | -0.64% | EXIT | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.52% | — | +0.63% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.49% | — | +1.42% | |
| 40 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.48% | — | +5.03% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | +0.50% | +6.19% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.48% | — | +9.07% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.47% | -0.31% | +92.31% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | — | +28.11% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | +0.10% | -44.00% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | +0.03% | +17.84% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.43% | — | +45.36% | |
| 48 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.43% | — | +0.69% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.42% | — | +35.54% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.41% | +0.77% | -0.07% |