CIK: 0002067339
申報總市值
US$3.6億
僅顯示前 200 大持股（共 230 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 | AAPL | Apple INC | 股票-科技 | 5.67% | +7.23% | -2.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.47% | -0.35% | -0.36% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.09% | — | -6.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | +0.29% | -0.49% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.34% | -0.18% | -8.73% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.29% | -0.19% | +0.10% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.09% | -0.82% | -3.70% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.96% | -0.51% | +1.73% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.16% | -0.34% | +0.15% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.99% | -0.14% | +3.45% | |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.97% | -0.05% | -1.42% | |
| 12 | IDV | Ishares International Select | ETF-其他 | 1.91% | — | -0.87% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.87% | -0.73% | +2.48% | |
| 14 | KMI | Kinder Morgan INC | 股票-能源 | 1.54% | — | -2.95% | |
| 15 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.32% | +0.15% | +14.93% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.28% | -0.05% | +5.17% | |
| 17 | AXON | Axon Enterprise INC | 股票-工業 | 1.28% | -0.01% | -0.10% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.24% | — | +5.59% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.19% | — | +6.47% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | +0.73% | -13.02% | |
| 21 | T | At&t INC | 股票-通訊服務 | 1.03% | -0.45% | +0.62% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | — | -1.94% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | +0.39% | +1.17% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | +0.04% | -0.75% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.99% | — | +5.15% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.99% | — | +5.57% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | -0.46% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | +0.56% | +0.13% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.85% | +0.07% | -0.15% | |
| 30 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.84% | -0.30% | -0.67% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.84% | — | +13.23% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.83% | +0.26% | -0.42% | |
| 33 | APLD | Applied Digital CORP | 股票-科技 | 0.77% | +0.20% | +0.11% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.76% | — | +0.04% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | +0.03% | +2.49% | |
| 36 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.73% | — | +5.69% | |
| 37 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.68% | — | +1.62% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | +0.07% | +2.41% | |
| 39 | SOUN | Soundhound Ai Inc-a | 股票-科技 | 0.63% | — | -1.59% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | -1.13% | |
| 41 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.58% | — | +74.04% | |
| 42 | GE | General Electric | 股票-工業 | 0.56% | +0.04% | -9.15% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | +0.06% | +8.83% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.53% | — | +0.08% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | — | -2.18% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.49% | -0.27% | -0.82% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.48% | — | -5.24% | |
| 48 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.46% | — | +0.06% | |
| 49 | VFH | Vanguard Financials ETF | ETF-其他 | 0.45% | — | -0.29% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | — | -12.43% |