CIK: 0000035442
申報總市值
US$84.6億
僅顯示前 200 大持股（共 847 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 | 11.96% | -0.42% | +0.17% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.50% | -0.07% | +0.16% | |
| 3 | TJX | Tjx Companies INC | 股票-循環性消費 | 4.81% | +0.29% | -0.21% | |
| 4 | CPNG | Coupang INC | 股票-循環性消費 | 4.62% | -0.71% | -0.39% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.50% | -0.29% | -0.95% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.49% | +0.29% | +0.97% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.96% | -0.83% | +1.37% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.31% | +0.20% | -1.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.06% | -0.25% | -1.16% | |
| 10 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.65% | -0.03% | -5.98% | |
| 11 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 1.58% | +0.36% | -0.09% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.56% | -0.12% | -0.54% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | -0.10% | +1.02% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.36% | — | -1.42% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.24% | -0.13% | -1.99% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.09% | -1.21% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.10% | — | +0.36% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.07% | -0.01% | +0.38% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | -0.11% | -2.13% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 0.87% | -0.05% | +0.95% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.35% | -0.26% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.77% | — | -12.08% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | +0.14% | +2.57% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +1.50% | |
| 25 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.69% | -0.16% | -16.08% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | +3.10% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.64% | — | +8.14% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.64% | -0.03% | -0.31% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -1.10% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | -0.09% | +1.63% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | — | -2.69% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.08% | +2.75% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.07% | +2.07% | |
| 34 | KLAC | Kla CORP | 股票-科技 | 0.52% | +0.12% | -1.25% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | -2.52% | |
| 36 | CBT | Cabot CORP | 股票-原物料 | 0.46% | +0.08% | +0.01% | |
| 37 | APH | Amphenol Corp-cl A | 股票-科技 | 0.46% | -0.04% | -3.04% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | +0.08% | -0.71% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.46% | — | +0.99% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.44% | — | -2.74% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.43% | +0.29% | +11595.20% | |
| 42 | WCMI | Ft Wcm International ETF | ETF-其他 | 0.42% | +0.20% | — | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.41% | +0.07% | +0.65% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.40% | — | +16.52% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.39% | -0.03% | +5.32% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.36% | — | -0.96% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.36% | — | -1.78% | |
| 48 | RTX | Rtx CORP | 股票-工業 | 0.36% | — | -0.32% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.35% | -0.07% | +0.34% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.35% | +0.11% | +0.28% |