CIK: 0000914933
申報總市值
US$10.2億
僅顯示前 200 大持股（共 215 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 22.27% | -0.42% | +1.36% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.38% | — | +1.09% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 5.28% | +0.25% | -0.07% | |
| 4 | SYK | Stryker CORP | 股票-醫療保健 | 4.74% | -2.90% | +880.96% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-其他 | 3.82% | +0.28% | +8.93% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.34% | +1.83% | +2.14% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-其他 | 3.18% | +1.30% | +0.62% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.12% | -0.06% | -6.15% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.50% | — | -0.99% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.98% | — | -4.49% | |
| 11 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.83% | — | +4.40% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.73% | +0.71% | +33.41% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.65% | -1.80% | EXIT | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.27% | +4.73% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.04% | +1069.30% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.43% | — | -5.55% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.33% | -0.05% | +1.39% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.27% | — | +1.59% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.19% | -0.08% | -4.32% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.12% | — | -1.01% | |
| 21 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.79% | — | +2.22% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | — | -4.61% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | -2.45% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.09% | -12.24% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.04% | -4.53% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.05% | -4.55% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | — | -4.62% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | — | -4.54% | |
| 29 | COP | Conocophillips | 股票-能源 | 0.54% | +0.15% | -4.58% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | -0.04% | -4.60% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.53% | +0.16% | -13.58% | |
| 32 | LIN | Linde plc | 股票-原物料 | 0.49% | +0.11% | -2.95% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | — | -2.14% | |
| 34 | HON | Honeywell International INC | 股票-工業 | 0.44% | — | +15.53% | |
| 35 | PANW | Palo Alto Networks INC | 股票-科技 | 0.42% | — | -0.29% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.42% | — | -14.95% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | — | -14.22% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.40% | — | -0.11% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.38% | — | -2.42% | |
| 40 | MCO | Moody's CORP | 股票-金融 | 0.38% | — | -0.12% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.37% | — | -3.56% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.37% | -0.11% | -0.70% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.36% | — | -2.67% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.35% | — | -2.30% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | — | — | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.33% | — | -5.27% | |
| 47 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.32% | — | -0.16% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.31% | — | -17.14% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | -0.04% | -0.37% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.30% | — | -0.28% |