CIK: 0001138486
申報總市值
US$8.0億
僅顯示前 200 大持股（共 412 檔）
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.83% | -0.81% | +0.55% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.27% | -0.12% | +1.73% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.14% | — | +0.34% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.39% | — | +3.64% | |
| 5 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 2.09% | — | +8.16% | |
| 6 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 1.99% | — | +14.52% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.94% | — | +2.01% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | — | +0.39% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.92% | — | +2.69% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.75% | -0.46% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.90% | -0.33% | +12.34% | |
| 12 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.75% | — | +1.97% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.62% | -0.12% | +0.39% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | +0.16% | +0.85% | |
| 15 | BA | Boeing Co/the | 股票-工業 | 1.54% | — | +2.02% | |
| 16 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.54% | — | +7.21% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.52% | — | +1.23% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.48% | — | +55.35% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.44% | — | -2.20% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.43% | — | +51070.16% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.41% | +0.21% | -13.44% | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 1.41% | +0.14% | -16.99% | |
| 23 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.40% | — | +5.09% | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.34% | — | +13.10% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.32% | — | -7.43% | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.22% | — | -3.01% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.19% | — | -6.87% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.19% | — | +38.45% | |
| 29 | ✓ | 股票-其他 | 1.17% | — | -1.42% | ||
| 30 | MO | Altria Group INC | 股票-非循環性消費 | 1.11% | +0.14% | -2.07% | |
| 31 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.11% | — | -2.07% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.10% | — | -16.63% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.09% | — | +3.56% | |
| 34 | FDX | Fedex CORP | 股票-工業 | 1.06% | — | — | |
| 35 | HON | Honeywell International INC | 股票-工業 | 1.05% | — | -1.89% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 1.04% | — | +5.29% | |
| 37 | MMM | 3m Co | 股票-工業 | 1.03% | — | +351.66% | |
| 38 | T | At&t INC | 股票-通訊服務 | 1.03% | — | -9.58% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | — | -2.97% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.99% | +0.45% | -2.05% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.98% | — | -4.06% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.97% | — | -2.81% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.97% | — | -26.42% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.94% | -0.23% | -6.17% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.94% | -0.17% | -15.46% | |
| 46 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.88% | — | -8.04% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.85% | +0.12% | -22.74% | |
| 48 | IP | International Paper Co | 股票-循環性消費 | 0.83% | — | -17.79% | |
| 49 | KSS | Kohls CORP | 股票-循環性消費 | 0.80% | — | +440.90% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | — | +1.62% |