CIK: 0000035527
申報總市值
US$547.2億
僅顯示前 200 大持股（共 2117 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.80% | -0.22% | -2.43% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.54% | — | +1.47% | |
| 3 | UBS | UBS Group AG | 股票-金融 | 2.71% | — | +12.32% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.68% | -0.32% | +34.77% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.27% | -0.91% | -5.91% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | +0.10% | +4.55% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | -0.07% | +27.57% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.53% | +0.14% | -1.53% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.53% | +3.58% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.47% | -0.03% | +2.51% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.45% | +0.30% | +11.30% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -1.32% | +2.32% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | +0.26% | -2.97% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.33% | +0.11% | +0.13% | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.29% | — | +1.28% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.18% | -0.06% | +178.98% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 1.09% | -0.12% | +1.38% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.02% | — | +0.13% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | -1.18% | +4.77% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.42% | -6.37% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.89% | +0.23% | +10.76% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.83% | — | -0.86% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 0.82% | — | +0.90% | |
| 24 | CELG | Celgene CORP | 股票-其他 | 0.78% | — | +5.83% | |
| 25 | USB | US Bancorp | 股票-金融 | 0.76% | — | +3.84% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | -0.03% | -1.80% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | — | +3.15% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | — | +2.85% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.72% | -0.71% | -2.47% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.72% | — | +1.44% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | -0.21% | +11.62% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.69% | — | -3.11% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.65% | — | -0.90% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.65% | — | +13.40% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.64% | — | -1.41% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.64% | — | +28.80% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.64% | — | +59.59% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | -0.01% | +5.26% | |
| 39 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.62% | — | -3.56% | |
| 40 | AMGN | Amgen INC | 股票-醫療保健 | 0.62% | — | +5.03% | |
| 41 | MMM | 3m Co | 股票-工業 | 0.61% | — | +0.42% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | -0.07% | -1.08% | |
| 43 | SLB | Slb LTD | 股票-能源 | 0.58% | — | -2.47% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | +2.27% | |
| 45 | HON | Honeywell International INC | 股票-工業 | 0.58% | — | -1.16% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.57% | — | +97.49% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.54% | — | -11.95% | |
| 48 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.53% | — | -1.35% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.52% | — | -1.34% | |
| 50 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.50% | — | +3.29% |