CIK: 0001055980
申報總市值
US$32.5億
僅顯示前 200 大持股（共 3129 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 | AAPL | Apple INC | 股票-科技 | 3.42% | -0.22% | -0.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.70% | +0.97% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.86% | -0.22% | -2.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.01% | -0.12% | +2.61% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.82% | -0.19% | -0.61% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.54% | +0.08% | -1.26% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.38% | -0.16% | +900.21% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | -0.06% | -2.47% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | — | -5.11% | |
| 10 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 1.25% | — | +4.45% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.25% | -0.16% | -0.24% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.14% | -0.15% | -6.91% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.88% | — | +1.18% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | — | -5.79% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.75% | — | -9.95% | |
| 16 | TSLA | Tesla INC | 股票-循環性消費 | 0.74% | -0.12% | +0.58% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | -0.09% | -0.36% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | +0.16% | +32.64% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | +0.11% | -0.52% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | -0.09% | -9.19% | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 0.59% | — | -5.03% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | -0.07% | -15.43% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.51% | — | +8.26% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | — | -0.87% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | -0.07% | +38.96% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | -6.21% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | -12.13% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.46% | — | +0.47% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -7.37% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.08% | -4.36% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | -0.51% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.41% | — | +2.50% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.41% | -0.08% | -1.80% | |
| 34 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 0.39% | — | +8.32% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.37% | -0.09% | +1.95% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.37% | — | -0.39% | |
| 37 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.36% | -0.07% | -3.27% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | — | -4.75% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.35% | — | +58.12% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +0.28% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.33% | — | -12.58% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | — | -5.95% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.31% | — | +5.50% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | — | -4.26% | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.30% | — | +0.57% | |
| 46 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.28% | — | +16.04% | |
| 47 | HON | Honeywell International INC | 股票-工業 | 0.27% | — | +5.12% | |
| 48 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.27% | — | +1.56% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.08% | -11.10% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | — | -5.82% |