CIK: 0000035527
申報總市值
US$547.2億
僅顯示前 200 大持股（共 2212 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 | 3.93% | -0.32% | +11.98% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.87% | -0.91% | -1.56% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.78% | — | +1.97% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.69% | -0.22% | -1.44% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -1.32% | +0.10% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.10% | -0.07% | +10.15% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.76% | -0.06% | +12.55% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | +0.10% | +5.52% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.73% | -0.03% | +2.13% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.72% | -0.71% | +0.19% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.53% | +0.04% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.44% | -0.12% | +7.05% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.44% | +0.14% | +3.26% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.37% | -0.12% | -0.28% | |
| 15 | IGF | Ishares Global Infrastructur | ETF-其他 | 1.35% | — | +8.06% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | -1.18% | +1.71% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.17% | +0.30% | -5.82% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | +0.11% | -1.94% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | +0.26% | -0.73% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 1.06% | — | -0.23% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.96% | — | +0.58% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | — | +0.73% | |
| 23 | BA | Boeing Co/the | 股票-工業 | 0.94% | — | +3.35% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.42% | -0.98% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.84% | — | -5.48% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.82% | — | -1.21% | |
| 27 | UBS | UBS Group AG | 股票-金融 | 0.79% | — | -1.50% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | -0.01% | -0.49% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | -0.21% | -9.07% | |
| 30 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.77% | — | +2.30% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.77% | +0.23% | +0.31% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.71% | +0.10% | -3.59% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | -0.03% | +0.26% | |
| 34 | C | Citigroup INC | 股票-金融 | 0.67% | — | +2.60% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | -0.07% | -1.11% | |
| 36 | AMGN | Amgen INC | 股票-醫療保健 | 0.63% | — | -1.11% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.62% | — | +10.13% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.61% | — | +0.62% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.60% | — | -5.16% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.60% | — | -3.10% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | — | +0.13% | |
| 42 | HON | Honeywell International INC | 股票-工業 | 0.58% | — | -1.41% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.56% | — | +1.24% | |
| 44 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.54% | — | -0.07% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.54% | — | +2.78% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.54% | — | -17.92% | |
| 47 | MMM | 3m Co | 股票-工業 | 0.53% | — | +0.01% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.53% | — | +4.04% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.53% | — | -0.80% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | — | +16.31% |