CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 4829 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 | AAPL | Apple INC | 股票-科技 | 3.80% | +0.07% | +15.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.37% | — | +7.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.38% | +7.57% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.44% | -0.04% | +25.54% | |
| 5 | EMR | Emerson Electric Co | 股票-工業 | 2.30% | — | +0.87% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | — | -1.21% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.50% | +0.16% | +6.73% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.26% | — | +2.05% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | -0.22% | +161.86% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.00% | — | +10.64% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.97% | — | +27.59% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | — | +8.76% | |
| 13 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.91% | — | +3.37% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.91% | — | +218.57% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | — | +37.47% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.81% | -0.01% | +117.10% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | +1.99% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | +0.03% | +23.99% | |
| 19 | MBB | Ishares Mbs ETF | ETF-其他 | 0.76% | — | +12.10% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | -0.21% | +43.26% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.11% | +9.09% | |
| 22 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.74% | — | +4.05% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.69% | — | -11.11% | |
| 24 | WMT | Walmart INC | 股票-非循環性消費 | 0.65% | — | +7.13% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | — | +5.52% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.64% | -0.06% | +13.83% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.64% | +0.07% | +6.24% | |
| 28 | JEF | Jefferies Financial Group In | 股票-金融 | 0.64% | — | +2.18% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.63% | — | -12.09% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | +0.05% | +4.79% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | +0.09% | +15.95% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | — | +4.65% | |
| 33 | AMGN | Amgen INC | 股票-醫療保健 | 0.60% | — | +7.10% | |
| 34 | WAL | Western Alliance Bancorp | 股票-金融 | 0.60% | — | +13012.41% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.59% | — | +8.60% | |
| 36 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.59% | — | +4.30% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.58% | — | +2.14% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | +5.99% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.07% | +10.62% | |
| 40 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.55% | — | +9.68% | |
| 41 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.54% | — | +0.15% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | — | +14.86% | |
| 43 | HPQ | Hp INC | 股票-科技 | 0.51% | — | +4.67% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +87.18% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | — | +20.61% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | — | -38.95% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | -40.64% | |
| 48 | C | Citigroup INC | 股票-金融 | 0.47% | — | +4.25% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.16% | +9.80% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | -6.15% |