CIK: 0000039263
申報總市值
US$88.1億
僅顯示前 200 大持股（共 1241 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 | MSFT | Microsoft CORP | 股票-科技 | 6.22% | -0.99% | -0.29% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.03% | -0.20% | -0.68% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.13% | -0.02% | +4.56% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.75% | -0.13% | -3.36% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.73% | -0.06% | +893.35% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.21% | -0.21% | -1.88% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.73% | -0.09% | +1.58% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.68% | +0.16% | -0.29% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.54% | -0.11% | -2.00% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.53% | +0.25% | +274.68% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.47% | -0.14% | -3.73% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.46% | — | +0.65% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.43% | — | +0.36% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.35% | -0.16% | -0.41% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | -0.15% | -1.33% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.34% | — | +11.61% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.29% | -0.16% | +12.49% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.23% | — | +6.35% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.22% | +0.14% | -1.42% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.18% | -0.32% | +0.06% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.08% | -2.28% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.14% | — | +0.45% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.07% | -0.11% | -2.40% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.06% | — | -1.62% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 1.00% | -0.06% | +29.29% | |
| 26 | ABBV | Abbvie INC | 股票-醫療保健 | 0.99% | — | +8.23% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | +22.91% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.35% | +25.41% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.83% | +0.13% | +0.03% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.83% | +0.25% | -21.26% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.79% | — | -0.88% | |
| 32 | NOW | Servicenow INC | 股票-科技 | 0.78% | -0.16% | -0.93% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.14% | -1.48% | |
| 34 | UNP | Union Pacific CORP | 股票-工業 | 0.67% | — | -0.10% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.66% | -0.18% | -0.43% | |
| 36 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.61% | — | -45.45% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.60% | — | -4.57% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | — | -7.20% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | +0.93% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.49% | +6.93% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.58% | — | -16.01% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | +0.16% | -2.68% | |
| 43 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 0.55% | — | +4862.71% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | — | +7.39% | |
| 45 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.50% | — | -6.11% | |
| 46 | DHR | Danaher CORP | 股票-醫療保健 | 0.49% | — | -7.47% | |
| 47 | HON | Honeywell International INC | 股票-工業 | 0.49% | — | -5.90% | |
| 48 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.48% | -0.09% | -3.52% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.47% | -0.09% | -4.23% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.46% | — | +13.12% |