CIK: 0000312272
申報總市值
US$715.9億
僅顯示前 200 大持股（共 4234 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 | 3.49% | -0.32% | -6.60% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | -0.23% | -13.18% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.47% | -0.08% | -0.34% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.47% | -5.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.77% | -0.20% | -6.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.58% | -0.11% | -4.86% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.52% | -0.17% | -2.20% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | — | -6.82% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.21% | -0.13% | -4.92% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | -0.16% | +4.29% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.08% | -0.02% | -9.79% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.06% | -0.10% | -4.51% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.19% | -2.17% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | — | -3.44% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.79% | -0.04% | -5.16% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | -0.08% | -8.21% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.72% | -0.02% | +2.19% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.67% | — | -4.47% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.09% | -8.23% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.60% | +0.08% | +11.08% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | -0.08% | -6.75% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.07% | -9.92% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | -0.03% | -7.48% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.51% | -0.10% | -7.44% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.50% | — | -10.54% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.50% | -0.03% | -3.01% | |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.49% | -0.06% | +6.17% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | — | -6.77% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | -4.03% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.48% | -0.07% | -6.60% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.48% | — | -4.11% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | +0.08% | -9.02% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.44% | — | -4.24% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | -2.62% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.43% | — | -3.81% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.43% | — | -1.15% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.42% | — | -7.38% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | — | -0.68% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.41% | — | -17.93% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.40% | — | -1.41% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.39% | — | -6.89% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | -0.07% | -5.69% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.38% | — | -5.53% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.35% | — | -6.60% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | +0.07% | -8.96% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.35% | -0.06% | -4.94% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.35% | — | +4.52% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.35% | — | -4.46% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.34% | — | -7.28% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | -0.06% | -3.68% |