CIK: 0002051491
申報總市值
US$4.6億
僅顯示前 200 大持股（共 246 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 | 9.23% | +0.92% | -0.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.85% | — | +0.96% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.82% | +0.46% | -21.09% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 3.64% | +0.34% | -0.22% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.23% | +0.30% | -10.72% | |
| 6 | CACI | Caci International INC -cl A | 股票-科技 | 2.85% | -0.88% | -2.93% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.51% | +0.27% | +0.91% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.38% | +0.12% | +2.38% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | — | +0.26% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.13% | — | +43.03% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.99% | +0.10% | -0.45% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.84% | +0.13% | +6.46% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | +0.08% | +81.64% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.55% | +0.06% | +0.36% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.48% | -0.33% | +0.04% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | -0.03% | +1.12% | |
| 17 | ILMN | Illumina INC | 股票-醫療保健 | 1.25% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | +0.08% | -0.58% | |
| 19 | MASI* | Masimo CORP | 股票-其他 | 1.19% | -1.06% | EXIT | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.12% | — | -0.78% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.11% | — | +3.95% | |
| 22 | NFLX | Netflix INC | 股票-通訊服務 | 1.09% | -0.26% | -6.63% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.94% | — | +0.49% | |
| 24 | KFY | Korn Ferry | 股票-工業 | 0.84% | — | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | +0.08% | +188.10% | |
| 26 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.74% | +0.13% | -47.78% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | +0.15% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | -0.09% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | — | +0.05% | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.70% | — | — | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | — | -1.74% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | -3.53% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +0.14% | +1.76% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | — | -7.80% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | +0.53% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | — | -1.63% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | -1.16% | |
| 38 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.59% | — | -0.64% | |
| 39 | ASTH | Astrana Health INC | 股票-其他 | 0.59% | +0.32% | -2.15% | |
| 40 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.57% | — | +0.08% | |
| 41 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 0.56% | — | — | |
| 42 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.56% | — | +1.35% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.54% | — | — | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | -2.58% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.52% | — | +220.94% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | +0.11% | +9.84% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.46% | — | -3.52% | |
| 48 | CUSD | Crossingbridge Ultra-short D | ETF-其他 | 0.46% | — | -2.35% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | — | +31.16% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.44% | — | +0.02% |