CIK: 0001082020
申報總市值
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僅顯示前 200 大持股(共 260 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 | LOW | Lowe's Cos INC | 股票-循環性消費 | 6.56% | -7.07% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.62% | -5.74% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.63% | -8.17% | EXIT | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.74% | -0.59% | EXIT | |
| 5 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 2.12% | — | +85.76% | |
| 6 | UTXZ | United Tech CORP | 股票-其他 | 1.80% | — | +406.14% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.80% | -1.44% | EXIT | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.71% | -1.81% | EXIT | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.70% | -6.19% | EXIT | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.66% | -1.65% | EXIT | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.57% | -1.08% | EXIT | |
| 12 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.51% | -1.38% | EXIT | |
| 13 | T | At&t INC | 股票-通訊服務 | 1.37% | -0.59% | EXIT | |
| 14 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.32% | -0.53% | EXIT | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.26% | -1.19% | EXIT | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.22% | — | +277.13% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.19% | -0.92% | EXIT | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.18% | -1.55% | EXIT | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.18% | -0.50% | EXIT | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.15% | -1.01% | EXIT | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 1.08% | -1.31% | EXIT | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.05% | -0.78% | EXIT | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 1.00% | -0.68% | EXIT | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.99% | -1.61% | EXIT | |
| 25 | MMM | 3m Co | 股票-工業 | 0.98% | — | — | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.94% | -0.67% | EXIT | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.92% | -1.06% | EXIT | |
| 28 | ✓ | 股票-其他 | 0.92% | — | — | ||
| 29 | ADP | Automatic Data Processing | 股票-科技 | 0.91% | -0.59% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -1.09% | EXIT | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.87% | -1.35% | EXIT | |
| 32 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.84% | — | +74.68% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.78% | -1.25% | EXIT | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.77% | — | — | |
| 35 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.74% | -0.67% | EXIT | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.74% | -0.93% | EXIT | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.71% | — | — | |
| 38 | SLB | Slb LTD | 股票-能源 | 0.71% | — | +130.68% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.69% | -0.64% | EXIT | |
| 40 | NEE | Nextera Energy INC | 股票-公用事業 | 0.68% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | -0.84% | EXIT | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | +10.39% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.58% | -0.60% | EXIT | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.57% | -0.56% | EXIT | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.56% | -1.46% | EXIT | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | -1.31% | EXIT | |
| 47 | AXP | American Express Co | 股票-金融 | 0.53% | -0.61% | EXIT | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.53% | — | +160.25% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | -0.48% | EXIT | |
| 50 | DUK | Duke Energy CORP | 股票-公用事業 | 0.52% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UTXZ | United Tech CORP | +1% | +406.14% | 加碼 |
| 2 | ADP | Automatic Data Processing | +0.6% | +539.25% | 加碼 |
| 3 | CVX | Chevron CORP | +0.5% | +277.13% | 加碼 |
| 4 | GVI | Ishares Intermediate Governm | +0.4% | +209.43% | 加碼 |
| 5 | CPB | THE Campbell's Company | +0.4% | +1023.81% | 加碼 |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +620.57% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.3% | +342.88% | 加碼 |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +190.71% | 加碼 |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +182.13% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +115.92% | 加碼 |
| 11 | PEP | Pepsico INC | +0.1% | +142.79% | 加碼 |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +137.68% | 加碼 |
| 13 | SLB | Slb LTD | +0.1% | +130.68% | 加碼 |
| 14 | PFE | Pfizer INC | 0% | +96.25% | 加碼 |
| 15 | HD | Home Depot INC | -0.1% | +128.66% | 加碼 |
| 16 | MUB | Ishares National Muni Bond E | -0.2% | +86.66% | 加碼 |
| 17 | PG | Procter & Gamble Co/the | -0.2% | +97.39% | 加碼 |
| 18 | IBM | Intl Business Machines CORP | -0.3% | +80.72% | 加碼 |
| 19 | EFA | Ishares Msci Eafe ETF | -0.4% | +91.75% | 加碼 |
| 20 | DIS | Walt Disney Co/the | -0.4% | +75.58% | 加碼 |
| 21 | AEP | American Electric Power Company, Inc. | -0.5% | +85.76% | 加碼 |
| 22 | CVS | Cvs Health CORP | -0.6% | +71.67% | 加碼 |
| 23 | AAPL | Apple INC | -0.6% | +90.20% | 加碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | -0.8% | +85.41% | 加碼 |
| 25 | IWM | Ishares Russell 2000 ETF | -0.8% | +49.01% | 加碼 |
| 26 | LOW | Lowe's Cos INC | -7.6% | +1.83% | 加碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建倉 |
| 28 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 29 | ✓ | Exxon Mobil Corporation | — | EXIT | 清倉 |
| 30 | T | At&t INC | — | NEW | 新建倉 |
| 31 | XLF | Ss Financial Select Sector | — | NEW | 新建倉 |
| 32 | MMM | 3m Co | — | NEW | 新建倉 |
| 33 | ✓ | — | NEW | 新建倉 | |
| 34 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 35 | XLK | Ss Technology Select Sector | — | NEW | 新建倉 |
| 36 | PM | Philip Morris International | — | NEW | 新建倉 |
| 37 | NEE | Nextera Energy INC | — | NEW | 新建倉 |
| 38 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 39 | MRK | Merck & Co. INC. | — | NEW | 新建倉 |
| 40 | ✓ | AT & T, Inc. New | — | EXIT | 清倉 |
| 41 | DUK | Duke Energy CORP | — | NEW | 新建倉 |
| 42 | VZ | Verizon Communications INC | — | NEW | 新建倉 |
| 43 | ✓ | Aetna Inc | — | EXIT | 清倉 |
| 44 | ✓ | Select Sector Spdr Tr | — | EXIT | 清倉 |
| 45 | DUK | Du Pont E I De Nemour&Co | — | NEW | 新建倉 |
| 46 | AXP | American Express Company | — | NEW | 新建倉 |
| 47 | ✓ | J P Morgan Chase And Co | — | EXIT | 清倉 |
| 48 | SHW | Sherwin-williams Co/the | — | NEW | 新建倉 |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新建倉 |
| 50 | XLP | Ss Consumer Staples Sel Sect | — | NEW | 新建倉 |