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 | 16.61% | +1.39% | +1.43% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.81% | -0.21% | +1.10% | |
| 3 | TSLA | Tesla INC | 股票-循環性消費 | 5.69% | -0.27% | +3.30% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.27% | -0.01% | +3.31% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.16% | -0.05% | +6.61% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.95% | +1.37% | +0.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.36% | +0.01% | -5.88% | |
| 8 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 3.22% | -0.35% | +2.95% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.09% | +0.11% | +0.01% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.56% | +7.33% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 2.06% | — | +1.01% | |
| 12 | BX | Blackstone INC | 股票-金融 | 1.94% | -0.33% | +30.67% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.92% | -0.13% | +6.45% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.82% | +0.42% | +19.20% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.50% | +0.04% | -0.05% | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.28% | — | — | |
| 17 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.23% | -0.75% | -5.64% | |
| 18 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.20% | -0.07% | +10.84% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.18% | +0.04% | +16.22% | |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 1.18% | -0.13% | -0.04% | |
| 21 | MELI | Mercadolibre INC | 股票-循環性消費 | 1.14% | — | +10.32% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | -0.08% | +4.54% | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.07% | — | +55.83% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.98% | — | +1.15% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.91% | — | -8.10% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.10% | +304.99% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.85% | -0.03% | -5.88% | |
| 28 | AMGN | Amgen INC | 股票-醫療保健 | 0.84% | — | -12.02% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.83% | -0.07% | +13.85% | |
| 30 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-其他 | 0.81% | -0.18% | +4.78% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.76% | — | +39.16% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | -0.10% | +16.18% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.71% | — | -1.92% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | +25.04% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | — | — | |
| 36 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.58% | -0.12% | +5.28% | |
| 37 | CEG | Constellation Energy | 股票-公用事業 | 0.56% | — | +10.99% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | — | +35.18% | |
| 39 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.55% | — | +29.36% | |
| 40 | ARKK | Ark Innovation ETF | ETF-其他 | 0.54% | — | -1.87% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.54% | -0.15% | — | |
| 42 | APLD | Applied Digital CORP | 股票-科技 | 0.54% | — | +7.65% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.52% | — | -0.10% | |
| 44 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.52% | -0.52% | EXIT | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.52% | — | +0.90% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | — | +2.48% | |
| 47 | DVN | Devon Energy CORP | 股票-能源 | 0.50% | — | -5.38% | |
| 48 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.48% | — | -0.55% | |
| 49 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.48% | — | -31.49% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.46% | — | +68.46% |