CIK: 0000899051
申報總市值
US$93.5億
僅顯示前 200 大持股（共 597 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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 8.31% | -1.01% | +41.03% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.60% | -8.08% | +438.99% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 5.71% | +0.97% | +823.56% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.53% | -1.38% | +75.03% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 4.48% | +0.16% | +44.16% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.99% | -3.39% | +1077.75% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.77% | -2.21% | +1731.61% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.31% | +5.60% | +32.93% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.15% | -1.65% | +1753.66% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -1.05% | +1721.46% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.03% | — | +99.39% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.68% | -2.44% | -63.79% | |
| 13 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 2.31% | — | — | |
| 14 | LIF | Life360 INC | 股票-其他 | 1.76% | -0.32% | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.74% | -0.12% | +1747.36% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.32% | -0.12% | +1701.94% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.23% | -0.09% | +1725.65% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | -0.51% | +1758.08% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.12% | — | +2.26% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 1.07% | -0.17% | +1744.91% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | — | +1751.82% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.04% | +1749.23% | |
| 23 | MBB | Ishares Mbs ETF | ETF-其他 | 0.69% | -0.22% | +46.50% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.63% | +0.42% | -52.92% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +1702.59% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | -0.09% | +1665.98% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.03% | +1643.34% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 0.42% | +0.03% | +1685.73% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.42% | — | +257.78% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.24% | +1745.58% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.40% | -0.01% | +1805.39% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.40% | — | +1710.32% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.38% | +0.08% | +1736.88% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | +0.12% | +1554.70% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | +0.09% | NEW | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.34% | — | +2438.28% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | +0.09% | +1760.14% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.34% | — | +1710.01% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.33% | +0.03% | +2109.02% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | +2645.76% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | +0.03% | +1859.52% | |
| 42 | GE | General Electric | 股票-工業 | 0.27% | — | +2251.72% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.26% | — | +1783.10% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.25% | +0.13% | +1942.24% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.23% | — | +1628.83% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.23% | +0.04% | +1563.57% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.23% | — | +1753.28% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.22% | — | +1698.21% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.22% | — | +2094.51% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.21% | — | +2087.98% |