CIK: 0001907254
申報總市值
US$2.8億
僅顯示前 200 大持股（共 217 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 | ✓ | Avadel Pharmaceu | 股票-其他 | 10.26% | -12.75% | EXIT | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.52% | +0.47% | -8.54% | |
| 3 | AAPL | Apple INC | 股票-科技 | 7.40% | +0.28% | -1.46% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.99% | +0.22% | +0.74% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | -0.28% | -1.54% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.89% | +0.26% | +10.57% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.34% | -0.01% | +0.78% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | +0.12% | -0.12% | |
| 9 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 2.23% | -0.34% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.96% | +0.12% | -4.44% | |
| 11 | BX | Blackstone INC | 股票-金融 | 1.34% | — | -0.46% | |
| 12 | PI | Impinj INC | 股票-科技 | 1.15% | — | -0.17% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | -0.01% | +5.00% | |
| 14 | ARWR | Arrowhead Pharmaceuticals In | 股票-醫療保健 | 1.09% | +0.20% | +0.27% | |
| 15 | URI | United Rentals INC | 股票-工業 | 1.02% | — | +1.52% | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.91% | — | -0.02% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.89% | — | — | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 0.89% | — | -0.17% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | +2.35% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.84% | — | +5.75% | |
| 21 | ENVX | Enovix CORP | 股票-其他 | 0.80% | — | +7.21% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | — | +0.83% | |
| 23 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.80% | +0.27% | +1.68% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.79% | +0.06% | +1559.72% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.37% | -1.57% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | — | -9.34% | |
| 27 | GIS | General Mills INC | 股票-非循環性消費 | 0.73% | — | -1.58% | |
| 28 | DOCN | Digitalocean Holdings INC | 股票-科技 | 0.72% | +0.68% | +0.20% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.72% | — | -0.27% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.67% | +0.20% | -4.27% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.66% | — | -4.16% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.66% | — | +14.60% | |
| 33 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.65% | — | -0.99% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.63% | -0.15% | +15.12% | |
| 35 | S | Sentinelone INC -class A | 股票-科技 | 0.63% | — | -0.40% | |
| 36 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.62% | -0.36% | +35.44% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | +0.55% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.60% | — | +1.60% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.22% | -2.98% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | — | +1.10% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | — | +0.69% | |
| 43 | MU | Micron Technology INC | 股票-科技 | 0.52% | +0.76% | +152.51% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | -4.67% | |
| 45 | EXP | Eagle Materials INC | 股票-原物料 | 0.49% | — | -25.94% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | -11.23% | |
| 47 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.45% | — | -0.36% | |
| 48 | GNRC | Generac Holdings INC | 股票-工業 | 0.45% | +0.15% | -3.01% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | — | +4.58% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.43% | — | +2.11% |