CIK: 0000315189
申報總市值
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僅顯示前 200 大持股（共 912 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 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.82% | — | +0.66% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.29% | — | -14.59% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 1.92% | — | -15.32% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.64% | — | +25.73% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | — | -14.84% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | — | -14.56% | |
| 7 | GOOG | Alphabet A | 股票-通訊服務 | 1.29% | — | -7.70% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.25% | — | +0.67% | |
| 9 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.21% | — | -7.24% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | -14.20% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 1.08% | — | -14.95% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | -14.94% | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 1.04% | — | -14.57% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.93% | — | -15.40% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | — | -14.49% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.91% | — | -18.44% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.90% | — | +21.74% | |
| 18 | T | At&t INC | 股票-通訊服務 | 0.86% | — | -13.90% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.86% | — | -15.15% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | — | -15.39% | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 0.68% | — | -7.11% | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.68% | — | -14.33% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | — | -15.39% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.62% | — | -15.22% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.62% | — | -15.38% | |
| 26 | C | Citigroup INC | 股票-金融 | 0.62% | — | -15.39% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | — | -15.39% | |
| 28 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | — | -15.43% | |
| 29 | SLB | Slb LTD | 股票-能源 | 0.55% | — | -15.39% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.55% | — | -15.40% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.55% | — | — | |
| 32 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.54% | — | -12.57% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.53% | — | -15.37% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | — | -15.41% | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.52% | — | -15.18% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | -25.80% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | — | -4.21% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | -33.88% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.48% | — | +28.37% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | -15.41% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.47% | — | -25.57% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | -14.02% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.46% | — | -15.15% | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.46% | — | -15.15% | |
| 45 | BIIB | Biogen INC | 股票-醫療保健 | 0.46% | — | -15.52% | |
| 46 | DOW | Dow Chem Co | 股票-原物料 | 0.45% | — | +1.28% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.45% | — | -14.27% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | — | -15.13% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | — | -15.42% | |
| 50 | HPE | Hewlett-Packard Company | 股票-科技 | 0.39% | — | -18.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | +0.5% | +0.66% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +25.73% | 加碼 |
| 3 | TMO | Thermo Fisher Scientific INC | +0.2% | +246.58% | 加碼 |
| 4 | VZ | Verizon Communications INC | +0.2% | +21.74% | 加碼 |
| 5 | ERFGBP | Enerplus CORP | +0.1% | +870.67% | 加碼 |
| 6 | CMI | Cummins INC | +0.1% | +661.59% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.1% | -14.84% | 減碼 |
| 8 | GOOG | Alphabet A | 0% | -7.70% | 減碼 |
| 9 | JNJ | Johnson & Johnson | 0% | -14.56% | 減碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -14.20% | 減碼 |
| 11 | PFE | Pfizer INC | — | -14.57% | 減碼 |
| 12 | JPM | Jpmorgan Chase & Co | 0% | -14.94% | 減碼 |
| 13 | IBM | Intl Business Machines CORP | 0% | -14.49% | 減碼 |
| 14 | INTC | Intel CORP | 0% | -14.33% | 減碼 |
| 15 | T | At&t INC | 0% | -13.90% | 減碼 |
| 16 | AEP | American Electric Power Company, Inc. | -0.1% | -7.24% | 減碼 |
| 17 | GILD | Gilead Sciences INC | -0.1% | -12.57% | 減碼 |
| 18 | WMT | Walmart INC | -0.1% | -15.37% | 減碼 |
| 19 | PG | Procter & Gamble Co/the | -0.1% | -15.40% | 減碼 |
| 20 | CMCSA | Comcast Corp-class A | -0.1% | -15.22% | 減碼 |
| 21 | CELG | Celgene CORP | -0.1% | -8.13% | 減碼 |
| 22 | MA | Mastercard INC - A | -0.1% | +746.07% | 加碼 |
| 23 | KO | Coca-cola Co/the | -0.1% | -15.39% | 減碼 |
| 24 | TEO | Telecom Argentina Sa-sp Adr | -0.1% | -85.20% | 減碼 |
| 25 | C | Citigroup INC | -0.1% | -15.39% | 減碼 |
| 26 | AMZN | Amazon.com INC | -0.1% | -15.41% | 減碼 |
| 27 | HD | Home Depot INC | -0.1% | -25.80% | 減碼 |
| 28 | CVX | Chevron CORP | -0.1% | -18.44% | 減碼 |
| 29 | BA | Boeing Co/the | -0.2% | -25.57% | 減碼 |
| 30 | ACN | Accenture plc | -0.2% | -65.89% | 減碼 |
| 31 | MDLZ | Mondelez International Inc-a | -0.2% | -55.51% | 減碼 |
| 32 | ✓ | -0.2% | -83.93% | 減碼 | |
| 33 | CSCO | Cisco Systems INC | -0.2% | -33.88% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.2% | -15.32% | 減碼 |
| 35 | GM | General Motors Co | -0.2% | -80.52% | 減碼 |
| 36 | MCK | Mckesson CORP | -0.2% | -75.48% | 減碼 |
| 37 | AAPL | Apple INC | -0.2% | -14.59% | 減碼 |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | 新建倉 |
| 39 | BKR | Baker Hughes Company | — | EXIT | 清倉 |
| 40 | RDS-A | Shell Plc-spon Adr-a | — | EXIT | 清倉 |
| 41 | BXUSD | Blackstone Group Lp/the | — | NEW | 新建倉 |
| 42 | DK | Delek US Holdings, Inc. | — | EXIT | 清倉 |
| 43 | ✓ | Lorillard INC | — | EXIT | 清倉 |
| 44 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 45 | NFE | New Fortress Energy Inc. | — | NEW | 新建倉 |
| 46 | VMWEUR | Vmware Inc-class A | — | NEW | 新建倉 |
| 47 | MOS | Mosaic Co/the | — | NEW | 新建倉 |
| 48 | FCN | Fti Consulting INC | — | EXIT | 清倉 |
| 49 | NUVAGBP | Nuvasive INC | — | EXIT | 清倉 |
| 50 | CRUS | Cirrus Logic INC | — | EXIT | 清倉 |