CIK: 0000009634
申報總市值
US$65.4億
僅顯示前 200 大持股（共 1181 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.20% | -0.39% | -2.81% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 4.46% | +1.38% | +0.84% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.47% | -0.28% | +9.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.65% | -5.62% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.73% | — | -3.81% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.68% | — | -0.58% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.39% | -0.18% | +11.14% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.26% | — | -3.60% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.12% | +0.10% | -0.07% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | -0.78% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | -0.19% | +17.81% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.03% | — | -1.23% | |
| 13 | BOKF | Bok Financial Corporation | 股票-其他 | 1.02% | — | -1.34% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | — | -0.50% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | -0.15% | -12.55% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 0.95% | -0.10% | -3.58% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | — | +2.86% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.89% | — | -3.92% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | — | -8.30% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.88% | — | -3.77% | |
| 21 | PEP | Pepsico INC | 股票-非循環性消費 | 0.88% | — | -3.16% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.86% | -0.27% | -13.00% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.84% | — | +1.00% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | -0.17% | -16.34% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工業 | 0.81% | — | -0.17% | |
| 26 | AAON | Aaon INC | 股票-工業 | 0.80% | — | +50.01% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.17% | +14.21% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.79% | — | +9.20% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.77% | — | -5.25% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.76% | — | -0.18% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | -0.14% | -1.86% | |
| 32 | OKE | Oneok INC | 股票-能源 | 0.72% | +0.10% | +5.97% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | — | +2.93% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.70% | — | -1.46% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.69% | — | -5.07% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -0.68% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | -0.13% | +7.41% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.29% | +6.74% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.09% | -0.80% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | — | +23.77% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -2.91% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.55% | — | -22.08% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.53% | -0.11% | -11.63% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.52% | — | -1.75% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.09% | -3.58% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | -7.58% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.50% | +0.11% | +19.75% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | +0.08% | -0.40% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.50% | -0.20% | -5.23% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.49% | +0.33% | -8.39% |