Portfolio

TOP 3 by 12M Momentum

動態前 3 名動能策略 · 每月第一個交易日再平衡 · 起始資金 NT$200,000(US/TW 各半)

US TOP 3 by 12M Momentum
2026-05-13 · 下次再平衡 2026-08-01
Ticker權重買進價目前價未實現
ASML33.3%$1,843.04$1,747.28-5.20%
GOOGL33.3%$361.21$367.03+1.61%
TSM33.3%$444.23$432.57-2.62%
起始 NT$100,000 · 當前 NT$87,341
-12.66%vs SPY+0.82%·-13.48%
TW TOP 3 by 12M Momentum
2026-05-13 · 下次再平衡 2026-08-01
Ticker權重買進價目前價未實現
230833.3%NT$1,990.00NT$1,890.00-5.03%
371133.3%NT$703.00NT$651.00-7.40%
245433.3%NT$4,335.00NT$4,030.00-7.04%
起始 NT$100,000 · 當前 NT$104,499
+4.50%vs 0050+11.77%·-7.27%
累積走勢 (rebased to 100)
自 2026-05-13 · 40 snapshots
累積走勢 (rebased to 100)
自 2026-05-13 · 40 snapshots
US 12M 動能排行榜
24 檔候選 · 點擊展開
#Ticker公司12M 前當前Momentum
1ASMLASML Holding794.501747.28+119.9%
2GOOGLAlphabet179.53367.03+104.4%
3TSMTaiwan Semiconductor (ADR)234.80432.57+84.2%
4JNJJohnson & Johnson156.01267.24+71.3%
5LLYEli Lilly780.671235.56+58.3%
6AAPLApple213.55310.66+45.5%
7UNHUnitedHealth308.55428.19+38.8%
8AVGOBroadcom275.18370.78+34.7%
9TSLATesla315.35402.90+27.8%
10XOMExxon Mobil112.20141.69+26.3%
11NVDANVIDIA159.34196.93+23.6%
12JPMJPMorgan296.00339.22+14.6%
13WMTWalmart98.36111.54+13.4%
14AMZNAmazon223.41245.98+10.1%
15BRK-BBerkshire B485.00504.00+3.9%
16VVisa358.86352.20-1.9%
17COSTCostco987.02947.50-4.0%
18PGProcter & Gamble160.83152.75-5.0%
19MAMastercard569.24531.62-6.6%
20HDHome Depot371.68345.21-7.1%
21METAMeta719.01615.58-14.4%
22MSFTMicrosoft498.84388.84-22.1%
23NVONovo Nordisk (ADR)69.1749.64-28.2%
24ORCLOracle237.32141.60-40.3%
紅底 = 當前持有的 top 3,下方為落榜。每月第一個交易日重新排序、自動換股。
TW 12M 動能排行榜
16 檔候選 · 點擊展開
#Ticker公司12M 前當前Momentum
12308台達電400.001890.00+372.5%
23711日月光投控147.00651.00+342.9%
32454聯發科1255.004030.00+221.1%
42330台積電1020.002440.00+139.2%
53008大立光2305.003890.00+68.8%
61301台塑34.7557.30+64.9%
72891中信金42.9570.20+63.4%
82317鴻海156.00237.00+51.9%
92881富邦金82.63123.00+48.8%
102882國泰金65.9097.00+47.2%
112382廣達282.00373.00+32.3%
122884玉山金31.2934.50+10.3%
132412中華電136.50141.00+3.3%
141216統一79.2078.00-1.5%
152912統一超257.00240.00-6.6%
162603長榮205.00188.00-8.3%
紅底 = 當前持有的 top 3,下方為落榜。每月第一個交易日重新排序、自動換股。
US 換手歷史
3 次再平衡 · 點擊展開
日期賣出買進新組合當時 NAV
2026-07-01AVGONVDAASMLTSMASML · GOOGL · TSM89.19
2026-06-01(初始)GOOGL · AVGO · NVDA101.22
2026-05-13GOOGLAVGONVDAGOOGL · AVGO · NVDA100.00
TW 換手歷史
3 次再平衡 · 點擊展開
日期賣出買進新組合當時 NAV
2026-07-01(初始)2308 · 3711 · 2454111.75
2026-06-01(初始)2308 · 3711 · 2454113.88
2026-05-132308371124542308 · 3711 · 2454100.00

Data source: Yahoo Finance · NAV rebased to 100 at start date · Benchmark rebased same way

Snapshots daily at 22:00 UTC (weekdays) by Vercel Cron · First-of-month auto-rebalance

Momentum signal = (today close / close 252 trading days ago) − 1 · Equal weight within top 3