CIK: 0000035442
申報總市值
US$84.6億
僅顯示前 200 大持股（共 687 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 | 12.16% | -0.42% | +1.14% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.79% | -0.07% | +6340.00% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.25% | -0.29% | -0.80% | |
| 4 | TJX | Tjx Companies INC | 股票-循環性消費 | 4.61% | +0.29% | +5.25% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.99% | +0.29% | +2.22% | |
| 6 | CPNG | Coupang INC | 股票-循環性消費 | 3.83% | -0.71% | +0.09% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -0.83% | +0.27% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.31% | +0.20% | -1.32% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.88% | -0.25% | +1.13% | |
| 10 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.83% | -0.03% | +5.92% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.80% | -0.12% | +1.60% | |
| 12 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 1.75% | +0.36% | +0.74% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | — | +1.39% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.38% | — | -12.77% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | -0.10% | +3.91% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.08% | -0.13% | -1.55% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.09% | +2.61% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.02% | -0.01% | -1.45% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.94% | — | +6.11% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | -0.11% | +1.38% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.35% | -0.69% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | — | +1.32% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +0.06% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.71% | -0.05% | +1.23% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | -1.55% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.69% | — | -20.89% | |
| 27 | CBT | Cabot CORP | 股票-原物料 | 0.67% | +0.08% | +0.06% | |
| 28 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.64% | -0.16% | +61.13% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | -0.77% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | +9.52% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.14% | -2.01% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.59% | -0.03% | -3.70% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.08% | +1.15% | |
| 34 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.55% | — | -0.26% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.55% | +0.07% | -3.11% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | — | -7.76% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.53% | — | +5.75% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | +0.08% | +3.84% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.47% | -0.06% | +1.07% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.09% | +2.24% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.46% | — | -30.12% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.46% | -0.07% | -0.53% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | -2.72% | |
| 44 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.42% | — | -1.87% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.40% | -0.07% | -2.94% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.39% | — | +0.94% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | — | -0.80% | |
| 48 | KLAC | Kla CORP | 股票-科技 | 0.38% | +0.12% | -0.65% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.36% | -0.03% | +4.27% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.07% | +3.57% |