CIK: 0001082020
申報總市值
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僅顯示前 200 大持股（共 258 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 | 7.15% | -7.07% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.41% | -8.17% | EXIT | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.81% | -6.19% | EXIT | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.60% | -5.74% | EXIT | |
| 5 | UTXZ | United Tech CORP | 股票-其他 | 1.92% | — | -0.17% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.84% | -1.81% | EXIT | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.66% | -1.65% | EXIT | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | -0.59% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | -1.44% | EXIT | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 1.42% | -1.31% | EXIT | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.29% | -1.08% | EXIT | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.18% | -1.61% | EXIT | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -1.09% | EXIT | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.12% | -1.01% | EXIT | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.11% | -1.55% | EXIT | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.08% | — | -4.89% | |
| 17 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.07% | -1.38% | EXIT | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.02% | -0.92% | EXIT | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 0.98% | -0.78% | EXIT | |
| 20 | SUB | Ishares Short-term National | ETF-其他 | 0.98% | -1.46% | EXIT | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 0.96% | -0.59% | EXIT | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.95% | -1.19% | EXIT | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 0.95% | -0.67% | EXIT | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -1.31% | EXIT | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -1.53% | EXIT | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.89% | -0.68% | EXIT | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.87% | -1.17% | EXIT | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | -1.25% | EXIT | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.87% | -1.06% | EXIT | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.83% | -1.35% | EXIT | |
| 31 | MMM | 3m Co | 股票-工業 | 0.83% | — | -0.50% | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.82% | -0.53% | EXIT | |
| 33 | NEE | Nextera Energy INC | 股票-公用事業 | 0.79% | — | -0.04% | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.79% | -0.59% | EXIT | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.78% | -0.64% | EXIT | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.77% | -0.89% | EXIT | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.84% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.73% | EXIT | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.74% | — | +13.12% | |
| 40 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.73% | -0.60% | EXIT | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.72% | -0.70% | EXIT | |
| 42 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.70% | -0.67% | EXIT | |
| 43 | AXP | American Express Co | 股票-金融 | 0.68% | -0.61% | EXIT | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | -0.50% | EXIT | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | -0.93% | EXIT | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.61% | -0.60% | EXIT | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.58% | — | +98.27% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | -0.50% | EXIT | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | — | +29.01% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | -0.78% | EXIT |