CIK: 0000035442
申報總市值
US$84.6億
僅顯示前 200 大持股（共 627 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 11.32% | -0.42% | -1.31% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.62% | -0.29% | -2.55% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.20% | +0.20% | +4.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.06% | -0.83% | -2.23% | |
| 5 | CPNG | Coupang INC | 股票-循環性消費 | 3.63% | -0.71% | -0.08% | |
| 6 | TJX | Tjx Companies INC | 股票-循環性消費 | 2.50% | +0.29% | -0.10% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.21% | — | +11.21% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.69% | — | -6.44% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.66% | -0.25% | +0.52% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.55% | — | +1.34% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | +0.14% | -2.22% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | -0.12% | +1894.05% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.30% | -0.01% | -1.48% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | — | -1.11% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.35% | -0.60% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | +1.67% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.06% | — | -0.44% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 1.04% | -0.05% | -3.15% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.85% | — | +13488.26% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.85% | -0.11% | -1.13% | |
| 21 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.85% | -0.07% | -2.68% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.82% | +0.07% | +0.38% | |
| 23 | MRNA | Moderna INC | 股票-醫療保健 | 0.82% | — | +0.05% | |
| 24 | CBT | Cabot CORP | 股票-原物料 | 0.79% | +0.08% | -0.00% | |
| 25 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.79% | — | -10.01% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.09% | -0.36% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.76% | -0.09% | -1.38% | |
| 28 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.73% | — | -1.34% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | -0.06% | -1.18% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -0.78% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | — | +0.55% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | -1.18% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.62% | — | +0.61% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.61% | -0.03% | +0.12% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.09% | -0.79% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.58% | -0.07% | -3.25% | |
| 37 | CTRA | Coterra Energy INC | 股票-能源 | 0.57% | +0.11% | -0.16% | |
| 38 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.54% | — | -3.41% | |
| 39 | APLSUSD | Apellis Pharmaceuticals INC | 股票-其他 | 0.54% | — | — | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.54% | — | -2.53% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.53% | — | -0.26% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.53% | — | -1.45% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.51% | — | +4.53% | |
| 44 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.50% | — | -2.75% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.48% | — | +27.71% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事業 | 0.47% | — | -2.04% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.46% | — | -12.32% | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.46% | — | +15.60% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.08% | +3.24% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.42% | — | -0.43% |