CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 5324 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 | 4.37% | +0.07% | +5.79% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.32% | — | +2.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.38% | +10.65% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.54% | -0.04% | +14.73% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.19% | -0.06% | +246.65% | |
| 6 | EMR | Emerson Electric Co | 股票-工業 | 1.87% | — | +0.34% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.77% | — | +3.08% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.42% | — | +1321.54% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.32% | +0.16% | +8.33% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.26% | -0.28% | +2.88% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.14% | — | +1.10% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | +0.11% | +16.39% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | — | -0.94% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.02% | — | +288.81% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | +0.05% | +27.79% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | — | +16.65% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | +0.03% | -5.97% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.91% | — | -1.16% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | — | -0.72% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.81% | -0.01% | +14.16% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.78% | -0.22% | -5.61% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.76% | +0.07% | +10.41% | |
| 23 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.75% | — | +4.15% | |
| 24 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.65% | — | +10.57% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.16% | +5.24% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | -0.21% | -12.71% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | — | +3.25% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.60% | — | -14.36% | |
| 29 | HPQ | Hp INC | 股票-科技 | 0.59% | — | +6.00% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | — | +12.08% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | +63.41% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | — | -6.79% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.05% | +81.12% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | +16.08% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | — | -12.41% | |
| 36 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.54% | — | +3.84% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | +7.11% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | +0.09% | -5.15% | |
| 39 | AMGN | Amgen INC | 股票-醫療保健 | 0.49% | — | +4.20% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.47% | — | +0.68% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.47% | — | -0.59% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | -21.74% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | -11.09% | |
| 44 | JEF | Jefferies Financial Group In | 股票-金融 | 0.46% | — | +1.60% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | — | -4.34% | |
| 46 | NTR | Nutrien LTD | 股票-原物料 | 0.46% | — | +1.22% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | — | +11.44% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | — | +78.94% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.45% | — | +5.43% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.45% | — | +28.78% |