CIK: 0000007789
申報總市值
US$37.8億
僅顯示前 200 大持股（共 340 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 | MSFT | Microsoft CORP | 股票-科技 | 5.98% | -1.13% | +1.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.80% | -0.16% | -0.83% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.47% | -0.54% | -6.07% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.98% | -0.20% | -2.13% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.28% | -0.24% | -0.13% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.23% | -0.21% | +10.29% | |
| 7 | LRCX | Lam Research CORP | 股票-科技 | 2.95% | -0.01% | -13.63% | |
| 8 | PM | Philip Morris International | 股票-非循環性消費 | 2.40% | +0.19% | +2.37% | |
| 9 | NOW | Servicenow INC | 股票-科技 | 1.89% | -0.35% | +7.05% | |
| 10 | ASB | Associated Banc-corp | 股票-金融 | 1.66% | — | -0.62% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.59% | +0.75% | +2.28% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 1.56% | -0.80% | +1.41% | |
| 13 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.49% | -0.02% | +1.12% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.43% | +0.19% | +6.92% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.42% | -0.19% | -3.00% | |
| 16 | UBER | Uber Technologies INC | 股票-工業 | 1.33% | — | +5.27% | |
| 17 | FISV | Fiserv INC | 股票-其他 | 1.33% | — | +0.15% | |
| 18 | COF | Capital One Financial CORP | 股票-金融 | 1.33% | -0.39% | -4.01% | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.22% | -0.03% | +0.90% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.22% | — | +8.83% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | -0.17% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.14% | -0.16% | +2.30% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.12% | -0.28% | +97.83% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | — | -0.48% | |
| 25 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.00% | — | +0.47% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.96% | -0.14% | +0.42% | |
| 27 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.96% | -0.11% | +0.10% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.94% | — | -1.03% | |
| 29 | CI | THE Cigna Group | 股票-醫療保健 | 0.90% | -0.05% | +2.07% | |
| 30 | BLK | Blackrock INC | 股票-金融 | 0.89% | -0.05% | -0.32% | |
| 31 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 0.85% | -0.20% | +0.11% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.84% | -0.08% | -1.85% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.83% | — | -3.84% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.80% | — | +0.30% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | +0.15% | +2.45% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.73% | +0.09% | +3.00% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.71% | +0.14% | +12.19% | |
| 38 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.69% | +0.12% | -1.67% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.25% | -0.45% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | -0.04% | -7.97% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | -0.07% | -1.02% | |
| 42 | NOC | Northrop Grumman CORP | 股票-工業 | 0.64% | +0.10% | -0.20% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | -0.04% | -1.02% | |
| 44 | ALL | Allstate CORP | 股票-金融 | 0.62% | — | -0.43% | |
| 45 | XEL | Xcel Energy INC | 股票-公用事業 | 0.61% | — | -1.06% | |
| 46 | AMP | Ameriprise Financial INC | 股票-金融 | 0.60% | -0.05% | -2.91% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.56% | — | +9.49% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +0.52% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.55% | -0.08% | -2.18% | |
| 50 | CMI | Cummins INC | 股票-工業 | 0.55% | — | +0.64% |