CIK: 0000035442
申報總市值
US$84.6億
僅顯示前 200 大持股（共 629 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 | 12.64% | -0.42% | +3.02% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.04% | -0.29% | -1.54% | |
| 3 | TJX | Tjx Companies INC | 股票-循環性消費 | 4.53% | +0.29% | -1.50% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.48% | -0.83% | -1.67% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.40% | +0.29% | +4.99% | |
| 6 | CPNG | Coupang INC | 股票-循環性消費 | 4.16% | -0.71% | -0.19% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.98% | +0.20% | -0.91% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.13% | — | -23.80% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.99% | -0.25% | +0.21% | |
| 10 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 1.87% | +0.36% | -0.23% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.76% | -0.12% | -1.70% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.58% | — | -2.91% | |
| 13 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.45% | -0.03% | +104.39% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.18% | — | +2.80% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | -0.10% | +925.48% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | +0.35% | -0.44% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 1.04% | -0.01% | -0.44% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | -0.11% | -1.82% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.94% | — | -7.81% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.09% | +1.32% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | -0.38% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.89% | — | +6.27% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.87% | -0.13% | -1.89% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.77% | -0.05% | -0.52% | |
| 25 | CBT | Cabot CORP | 股票-原物料 | 0.77% | +0.08% | -0.00% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.77% | +0.07% | +0.84% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -1.08% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | -1.58% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | -1.50% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | +0.14% | -4.26% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | — | +2.01% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | -0.25% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.56% | +0.12% | -0.29% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.56% | — | +3.01% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.55% | -0.07% | -0.20% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.55% | -0.03% | -0.56% | |
| 37 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.53% | — | +0.76% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | +0.08% | +2.75% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.52% | -0.06% | -2.51% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.08% | -0.55% | |
| 41 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.50% | — | -2.97% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.48% | -0.09% | -0.29% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.09% | -1.71% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.43% | — | -3.09% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | — | -0.71% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.41% | — | -48.80% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | -3.73% | |
| 48 | CTRA | Coterra Energy INC | 股票-能源 | 0.40% | +0.11% | +2.11% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | — | -2.09% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.39% | -0.07% | -0.87% |