CIK: 0001904677
申報總市值
US$1.2億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 16.91% | +1.39% | +100.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.75% | -0.21% | +100.13% | |
| 3 | TSLA | Tesla INC | 股票-循環性消費 | 5.32% | -0.27% | +82.62% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.65% | -0.05% | +94.25% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.61% | -0.01% | +97.61% | |
| 6 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 4.35% | -0.35% | +96.78% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.22% | +1.37% | +92.98% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.56% | +100.37% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.68% | +0.01% | +97.09% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.26% | -0.13% | +94.87% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.15% | +0.11% | +98.82% | |
| 12 | BX | Blackstone INC | 股票-金融 | 2.10% | -0.33% | +93.93% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.95% | +0.42% | +498.18% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | -0.08% | +94.35% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.60% | — | +126.88% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.55% | -0.10% | +94.37% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.47% | +0.04% | +82.44% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 1.47% | -0.13% | +100.03% | |
| 19 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.37% | -0.07% | +101.44% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.33% | +0.04% | +104.55% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 1.19% | — | — | |
| 22 | MELI | Mercadolibre INC | 股票-循環性消費 | 1.16% | — | +96.38% | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 0.96% | — | +65.83% | |
| 24 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-其他 | 0.94% | -0.18% | +98.05% | |
| 25 | ENB | Enbridge INC | 股票-能源 | 0.91% | — | +100.20% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | +97.37% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.79% | — | +95.17% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.74% | — | +100.00% | |
| 29 | AMGN | Amgen INC | 股票-醫療保健 | 0.72% | — | +149.45% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.71% | — | +134.09% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | — | +90.06% | |
| 32 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.69% | — | +96.45% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.68% | — | +100.00% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | -0.19% | EXIT | |
| 35 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.56% | -0.11% | +72.20% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.56% | — | +96.62% | |
| 37 | DVN | Devon Energy CORP | 股票-能源 | 0.54% | — | +79.44% | |
| 38 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.52% | — | +86.46% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.50% | -0.38% | EXIT | |
| 40 | PYPL | Paypal Holdings INC | 股票-金融 | 0.49% | — | +69.45% | |
| 41 | NEM | Newmont CORP | 股票-原物料 | 0.49% | — | +389.71% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.49% | -0.07% | — | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.48% | -0.03% | +92.01% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.48% | — | +101.26% | |
| 45 | XYZ | Block INC | 股票-金融 | 0.43% | — | +98.52% | |
| 46 | CCI | Crown Castle INC | 股票-房地產 | 0.43% | — | +104.52% | |
| 47 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.40% | — | — | |
| 48 | VALE | Vale Sa-sp Adr | 股票-原物料 | 0.39% | — | +124.59% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | — | +89.59% | |
| 50 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.38% | — | +95.52% |