CIK: 0001927796
申報總市值
US$1.6億
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 5.47% | -0.39% | -2.53% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.25% | +0.06% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.45% | -0.07% | -9.01% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.41% | -0.25% | -1.63% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.02% | -0.02% | -0.83% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.48% | -0.12% | -2.00% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 2.04% | — | -0.88% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | — | -0.79% | |
| 9 | CATY | Cathay General Bancorp | 股票-其他 | 1.66% | +0.07% | -1.14% | |
| 10 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 1.57% | — | -5.94% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.55% | +0.08% | -3.37% | |
| 12 | GS | Goldman Sachs Group INC | 股票-金融 | 1.48% | +0.01% | +0.40% | |
| 13 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.37% | +0.60% | +21.42% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.36% | +0.02% | -0.32% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.30% | — | -6.54% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | +0.07% | -3.60% | |
| 17 | BBSI | Barrett Business Svcs INC | 股票-其他 | 1.25% | +0.02% | -2.93% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | — | -0.91% | |
| 19 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.19% | -0.07% | +22.25% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 1.18% | — | -10.27% | |
| 21 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 1.18% | — | -6.22% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | — | -1.19% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.07% | +1.50% | +6.99% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.03% | -0.40% | +50.88% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 1.03% | +0.78% | +12.08% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.01% | +0.03% | -1.85% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.96% | +0.13% | +0.05% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.93% | +0.01% | -4.05% | |
| 29 | AMAT | Applied Materials INC | 股票-科技 | 0.91% | +0.69% | -9.39% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.84% | — | -8.68% | |
| 31 | FTNT | Fortinet INC | 股票-科技 | 0.84% | +0.35% | — | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.80% | — | -21.11% | |
| 33 | JSML | Janus Hender Sm Cap Grw Alph | ETF-其他 | 0.79% | +0.02% | +2.74% | |
| 34 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.77% | +0.27% | -4.54% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.74% | +0.22% | +5.97% | |
| 36 | VUSE | Vident US Eqty Strat ETF | ETF-其他 | 0.74% | — | +11.01% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | — | -5.81% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | — | -5.28% | |
| 39 | AMGN | Amgen INC | 股票-醫療保健 | 0.72% | — | +2.14% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.72% | — | -3.02% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | — | — | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.69% | -0.34% | -2.61% | |
| 43 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.67% | — | +2.34% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.66% | — | -2.87% | |
| 45 | BX | Blackstone INC | 股票-金融 | 0.64% | — | +0.67% | |
| 46 | FAD | First Trust Multi Cap Growth | ETF-其他 | 0.63% | +0.04% | +6.02% | |
| 47 | CZA | Invesco Zacks Mid-cap ETF | ETF-其他 | 0.62% | — | -4.00% | |
| 48 | ELV | Elevance Health INC | 股票-醫療保健 | 0.62% | — | -2.42% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.62% | — | -5.30% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.61% | — | +1.20% |