CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 5033 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 | 4.45% | +0.07% | +12.96% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.61% | — | +17.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | -0.38% | +3.08% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.33% | -0.04% | +6.63% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.92% | — | +24.73% | |
| 6 | EMR | Emerson Electric Co | 股票-工業 | 1.87% | — | -0.03% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.44% | -0.28% | +1788.43% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.32% | +0.16% | +4.93% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.27% | — | +138.38% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.25% | — | +3.81% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.11% | +0.03% | +73.64% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | +0.11% | +54.36% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.01% | — | +27.56% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | — | +5.38% | |
| 15 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.98% | — | +1.85% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | — | +36.85% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.92% | -0.22% | -10.66% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | -0.21% | +18.91% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.80% | -0.01% | +15.08% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.77% | +0.07% | +5.60% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 0.76% | — | +21.00% | |
| 22 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.74% | — | -3.54% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.74% | — | -9.51% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.71% | — | +23.01% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | — | +1.29% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | -0.06% | +30.58% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.68% | — | -15.86% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | +0.05% | +19.04% | |
| 29 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.66% | — | +18536.74% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.64% | — | +46.66% | |
| 31 | HPQ | Hp INC | 股票-科技 | 0.61% | — | +5.74% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | — | +7.09% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | — | +1.82% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | +2.45% | |
| 35 | JEF | Jefferies Financial Group In | 股票-金融 | 0.57% | — | +4.18% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.09% | +1.46% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.53% | — | -15.57% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | — | +4.34% | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.52% | — | +159.80% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.51% | — | +8.47% | |
| 41 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.49% | — | +4.73% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.49% | — | +3.65% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.07% | +7.24% | |
| 44 | WAL | Western Alliance Bancorp | 股票-金融 | 0.48% | — | -1.45% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | +0.36% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.16% | +3.17% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.46% | — | -12.81% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | — | +15.54% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | +12.62% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | +2.33% |