CIK: 0002067339
申報總市值
US$2.9億
僅顯示前 200 大持股（共 235 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 | 5.38% | — | -9.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.42% | -0.17% | -1.33% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.23% | +0.15% | +8.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.75% | -0.50% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.24% | -0.16% | -1.61% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.21% | -0.22% | -1.83% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.93% | -0.55% | -0.64% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.88% | +0.26% | +0.03% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.15% | +0.17% | +0.06% | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.02% | +0.34% | -1.37% | |
| 11 | IDV | Ishares International Select | ETF-其他 | 2.00% | +0.16% | -0.90% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.99% | — | -0.22% | |
| 13 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.87% | — | -1.55% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | — | +4.94% | |
| 15 | KMI | Kinder Morgan INC | 股票-能源 | 1.44% | +0.31% | -1.73% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.38% | -0.51% | +0.14% | |
| 17 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.34% | — | +0.82% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.28% | — | +5.63% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.25% | — | -4.82% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.18% | — | +2.00% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | -0.15% | -1.31% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | +0.38% | -0.35% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.04% | -0.13% | +0.85% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.01% | — | +4.56% | |
| 25 | AXON | Axon Enterprise INC | 股票-工業 | 0.99% | -0.26% | -0.20% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.99% | +0.11% | +2.17% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | — | -4.27% | |
| 28 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.91% | — | -1.31% | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.87% | +0.14% | -2.05% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.83% | — | -1.83% | |
| 31 | APLD | Applied Digital CORP | 股票-科技 | 0.81% | — | +0.69% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.77% | -0.15% | -0.27% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | — | +0.99% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +0.12% | +0.83% | |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.71% | — | -2.62% | |
| 36 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.68% | — | -4.56% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | -3.10% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.29% | +7.68% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.60% | +0.13% | -1.71% | |
| 40 | GE | General Electric | 股票-工業 | 0.54% | — | -3.42% | |
| 41 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.54% | -0.35% | -5.12% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | +15.33% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.53% | -0.30% | -16.15% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.52% | — | +0.08% | |
| 45 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.50% | — | -0.56% | |
| 46 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.50% | -0.28% | — | |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.48% | — | +1.70% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | +2.35% | |
| 49 | VFH | Vanguard Financials ETF | ETF-其他 | 0.45% | — | +0.67% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.45% | — | -5.35% |