CIK: 0000009634
申報總市值
US$65.4億
僅顯示前 200 大持股（共 1162 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 | 6.73% | -0.39% | +8.89% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.93% | +1.38% | -1.78% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.53% | -0.28% | -0.73% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.65% | -0.82% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.61% | -0.19% | +878.26% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.82% | +0.10% | +72.23% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.71% | -0.18% | +3.93% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.65% | — | -0.99% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.34% | — | -14.94% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.30% | — | +1.99% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.15% | — | +5.71% | |
| 12 | BOKF | Bok Financial Corporation | 股票-其他 | 1.11% | — | -4.89% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.17% | -1.94% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | -0.17% | +1.40% | |
| 15 | AAON | Aaon INC | 股票-工業 | 1.07% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | -0.15% | +2.88% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | — | +2.55% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | -0.80% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.98% | -0.27% | -9.86% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | — | +0.84% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | -0.14% | -0.88% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | -1.53% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | — | +5.61% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.82% | -0.10% | +1.92% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | -0.13% | +3.28% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.76% | — | -1.36% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | -0.11% | +11.05% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.75% | — | -3.44% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +7.40% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | — | -0.53% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.67% | -0.09% | +0.56% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | — | -1.27% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | +0.11% | +8.66% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.61% | — | +2.89% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.58% | — | -8.78% | |
| 36 | OKE | Oneok INC | 股票-能源 | 0.58% | +0.10% | -1.95% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.58% | — | -3.42% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | -0.20% | -0.96% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.29% | -6.96% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.55% | — | +0.32% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | -0.11% | +2.11% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | -20.53% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | +5.10% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | +0.08% | -2.58% | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.50% | — | -2.71% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | — | -7.02% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | — | -6.30% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.46% | — | -5.36% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | -16.83% | |
| 50 | AMAT | Applied Materials INC | 股票-科技 | 0.44% | +0.08% | -0.69% |