CIK: 0001055290
申報總市值
US$16.3億
僅顯示前 200 大持股（共 287 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 | 7.47% | -0.11% | -0.74% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.62% | — | -17.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.87% | — | +2.58% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 3.41% | — | -3.20% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.76% | +0.06% | -4.37% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.32% | -0.02% | +1.60% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.26% | -0.02% | -1.61% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | -0.10% | +0.53% | |
| 9 | HD | Home Depot INC | 股票-循環性消費 | 2.09% | — | -0.58% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.83% | — | -4.82% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.72% | +0.21% | +5.46% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.51% | +0.05% | +6.39% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.49% | -0.44% | +20.08% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工業 | 1.41% | — | +5.09% | |
| 15 | ZTS | Zoetis INC | 股票-醫療保健 | 1.36% | — | +2.79% | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.35% | +0.25% | +10.90% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.24% | +0.01% | +0.48% | |
| 18 | INTU | Intuit INC | 股票-科技 | 1.21% | -0.12% | -1.89% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 1.14% | -0.05% | -0.51% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 1.13% | -0.32% | +1.71% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.06% | +0.06% | +5.21% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 1.05% | — | -0.19% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.03% | — | -4.79% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.02% | -0.01% | -0.25% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | — | -1.62% | |
| 26 | AMT | American Tower CORP | 股票-房地產 | 0.96% | — | -4.97% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.93% | +0.05% | +8.05% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.91% | — | +2.65% | |
| 29 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.89% | — | +11.16% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.88% | — | -0.23% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | — | +0.47% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.85% | — | +34.88% | |
| 33 | PANW | Palo Alto Networks INC | 股票-科技 | 0.83% | +0.30% | -6.93% | |
| 34 | EQIX | Equinix INC | 股票-房地產 | 0.81% | — | +14.44% | |
| 35 | RSG | Republic Services INC | 股票-工業 | 0.81% | — | -0.28% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.79% | — | +173.27% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.78% | — | -0.09% | |
| 38 | ROP | Roper Technologies INC | 股票-科技 | 0.76% | — | -0.59% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | — | -9.45% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.06% | +0.87% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.70% | +0.04% | +0.21% | |
| 42 | DHI | Dr Horton INC | 股票-循環性消費 | 0.69% | — | -1.44% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.69% | +0.01% | +3.63% | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.69% | — | +251.58% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.67% | — | +12.86% | |
| 46 | VMC | Vulcan Materials Co | 股票-原物料 | 0.66% | — | +6.52% | |
| 47 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.62% | -0.59% | -0.80% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.61% | — | -0.10% | |
| 49 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 0.58% | -0.57% | +1.44% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.58% | — | +2.16% |