CIK: 0001333986
申報總市值
US$155.4億
僅顯示前 200 大持股（共 1527 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.03% | -2.31% | -2.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.18% | -1.61% | +3.39% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.05% | -1.13% | +1.80% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.59% | +0.01% | +5.60% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.59% | — | -2.60% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.98% | — | -0.16% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.92% | +0.02% | -1.78% | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.79% | -1.00% | -3.90% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.69% | -0.87% | +9.27% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.68% | +0.21% | -3.73% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.54% | +0.36% | -3.79% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.42% | +0.40% | +3.67% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | +0.28% | +2.56% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | — | +3.54% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.28% | -0.60% | +6.79% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.95% | +0.16% | +9.41% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | +0.37% | +5.79% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | — | +5.68% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.90% | — | +4.93% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.76% | — | +2.33% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.74% | — | +3.12% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.73% | +0.37% | +15.78% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | — | +4.88% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.71% | — | -0.35% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +5.68% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.70% | — | +12.41% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | — | +5.14% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.67% | — | -1.30% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.64% | — | +5.17% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.62% | — | +23.77% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | -0.42% | +0.79% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.57% | +0.35% | +2.58% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.54% | -0.49% | +1.22% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | +0.09% | +5.97% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.53% | — | +7.02% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | — | +6.06% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.51% | -0.15% | +3.54% | |
| 38 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 0.50% | — | +7.99% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | +0.12% | +3.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | — | +5.15% | |
| 41 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.48% | — | -19.45% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.13% | +1.55% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | -0.41% | +4.96% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.46% | +0.20% | +7.13% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.46% | — | +8.71% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.45% | — | +10.43% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | — | +2.33% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.43% | — | -1.89% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.42% | +0.28% | -8.51% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.41% | — | +14.27% |