CIK: 0001082020
申報總市值
—
僅顯示前 200 大持股（共 266 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 | 6.12% | -7.07% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.72% | -5.74% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.49% | -8.17% | EXIT | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.50% | -6.19% | EXIT | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.16% | -1.65% | EXIT | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.00% | -0.59% | EXIT | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.98% | -1.81% | EXIT | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.76% | -1.44% | EXIT | |
| 9 | UTXZ | United Tech CORP | 股票-其他 | 1.72% | — | -8.46% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.34% | -1.08% | EXIT | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.33% | -1.31% | EXIT | |
| 12 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.32% | -1.38% | EXIT | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.29% | -1.55% | EXIT | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.26% | — | -10.02% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.17% | — | -1.21% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -1.09% | EXIT | |
| 17 | T | At&t INC | 股票-通訊服務 | 1.13% | -0.59% | EXIT | |
| 18 | MMM | 3m Co | 股票-工業 | 1.10% | — | +1.61% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.06% | -1.35% | EXIT | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.06% | -1.01% | EXIT | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.01% | -1.06% | EXIT | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.99% | -0.64% | EXIT | |
| 23 | ✓ | 股票-其他 | 0.99% | — | -2.11% | ||
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.98% | -0.78% | EXIT | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.95% | -0.92% | EXIT | |
| 26 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.93% | -0.53% | EXIT | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.92% | -1.25% | EXIT | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | -0.50% | EXIT | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.88% | -0.68% | EXIT | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.83% | -0.67% | EXIT | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.83% | -0.59% | EXIT | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.79% | — | +0.31% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | -0.35% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.77% | -1.19% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | -0.84% | EXIT | |
| 36 | SUB | Ishares Short-term National | ETF-其他 | 0.74% | -1.46% | EXIT | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.73% | -1.61% | EXIT | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | -0.89% | EXIT | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.73% | EXIT | |
| 40 | AXP | American Express Co | 股票-金融 | 0.67% | -0.61% | EXIT | |
| 41 | NEE | Nextera Energy INC | 股票-公用事業 | 0.66% | — | -8.71% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | -1.31% | EXIT | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | -0.93% | EXIT | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.62% | -0.60% | EXIT | |
| 45 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.59% | -0.67% | EXIT | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.50% | EXIT | |
| 47 | USB | US Bancorp | 股票-金融 | 0.57% | — | -2.40% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.56% | — | -0.65% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.55% | -0.60% | EXIT | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | -0.70% | EXIT |