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 | 5.78% | -0.39% | -1.47% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.65% | -0.25% | +0.05% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.45% | -0.02% | +9.20% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.10% | -0.07% | +1.21% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.25% | +6.69% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.21% | +0.08% | +0.20% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.15% | -0.12% | +2.47% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | — | -3.14% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.65% | +0.78% | -9.14% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.59% | -0.07% | -21.20% | |
| 11 | CATY | Cathay General Bancorp | 股票-其他 | 1.56% | +0.07% | -1.10% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.53% | +1.50% | +3.60% | |
| 13 | GS | Goldman Sachs Group INC | 股票-金融 | 1.46% | +0.01% | -1.24% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.44% | — | +0.78% | |
| 15 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.40% | +0.60% | +10.26% | |
| 16 | AMAT | Applied Materials INC | 股票-科技 | 1.39% | +0.69% | -11.18% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | — | +16.71% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.24% | -0.40% | +14.04% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.24% | +0.02% | -0.26% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | +0.07% | +4.90% | |
| 21 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 1.16% | — | +0.59% | |
| 22 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 1.15% | — | -0.86% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.13% | — | +1.79% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.97% | +0.03% | +0.16% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 0.95% | +0.22% | -10.26% | |
| 26 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.95% | +0.03% | +3.09% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.94% | — | -0.10% | |
| 28 | DFAT | Dimensional US Target Value | ETF-其他 | 0.88% | — | +6.39% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.88% | +0.13% | -1.86% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | — | +2.31% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.85% | +0.01% | -3.19% | |
| 32 | BBSI | Barrett Business Svcs INC | 股票-其他 | 0.82% | +0.02% | +8.66% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.80% | — | +0.24% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.79% | — | -1.30% | |
| 35 | FAD | First Trust Multi Cap Growth | ETF-其他 | 0.77% | +0.04% | +8.23% | |
| 36 | NOW | Servicenow INC | 股票-科技 | 0.76% | -0.76% | EXIT | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.75% | — | -3.68% | |
| 38 | JSML | Janus Hender Sm Cap Grw Alph | ETF-其他 | 0.74% | +0.02% | -0.50% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.68% | — | -0.26% | |
| 40 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.67% | +0.05% | +13.64% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | +0.27% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | — | +0.10% | |
| 43 | VUSE | Vident US Eqty Strat ETF | ETF-其他 | 0.65% | — | +1.43% | |
| 44 | PAVE | Global X US Infrastructure | ETF-其他 | 0.65% | — | +3.85% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.63% | — | -1.07% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | +0.07% | -0.44% | |
| 47 | FTNT | Fortinet INC | 股票-科技 | 0.61% | +0.35% | -3.90% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.60% | +0.11% | +3.90% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | — | -4.18% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | — | +5.79% |