CIK: 0000009634
申報總市值
US$65.4億
僅顯示前 200 大持股（共 1066 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 | 6.26% | -0.39% | -0.51% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 4.15% | +1.38% | -0.58% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | -0.65% | -2.42% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.28% | -1.68% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.80% | — | +0.12% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | — | -4.51% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.28% | — | -2.16% | |
| 8 | BOKF | Bok Financial Corporation | 股票-其他 | 1.18% | — | +5.96% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | -0.18% | -10.63% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.11% | +0.10% | +1.70% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | — | -5.04% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | -1.09% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | — | +0.96% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | — | -3.17% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | -0.15% | -5.98% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 0.96% | — | -3.11% | |
| 17 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.95% | — | -3.05% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.94% | -0.27% | -7.34% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.90% | — | +2.88% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | -0.17% | -4.27% | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 0.86% | -0.10% | -4.86% | |
| 22 | AAON | Aaon INC | 股票-工業 | 0.86% | — | -0.09% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | -0.19% | +26.15% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | — | +1.04% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.77% | — | -2.48% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.77% | — | -5.31% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.76% | — | +0.88% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +12.12% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.74% | — | -3.76% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.73% | — | -2.37% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | — | -4.83% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.71% | — | -26.39% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.17% | -3.19% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.64% | — | -0.73% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -2.19% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.61% | -0.11% | -7.17% | |
| 37 | OKE | Oneok INC | 股票-能源 | 0.60% | +0.10% | -1.41% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.59% | -0.13% | -0.58% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | -0.14% | -5.57% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.29% | -0.64% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | -0.09% | -1.54% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.56% | — | +1.12% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | -2.20% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | — | -5.83% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.51% | -0.20% | +4.31% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.09% | -1.77% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.49% | — | +4.05% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | +0.08% | -12.20% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | -0.11% | +6.03% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.44% | +0.33% | +4.50% |