CIK: 0000035527
申報總市值
US$547.2億
僅顯示前 200 大持股（共 2753 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 | AAPL | Apple INC | 股票-科技 | 4.96% | -0.91% | -2.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.98% | -1.32% | -1.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.47% | -0.32% | -7.15% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.09% | -0.22% | -1.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | -1.18% | -0.78% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.72% | — | +2.26% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.64% | -0.71% | +0.27% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.54% | -1.51% | -2.14% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.54% | -0.07% | -0.70% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.53% | -0.41% | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.38% | -0.12% | -1.96% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.37% | — | -1.86% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | +0.10% | -5.25% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.26% | — | -0.25% | |
| 15 | ABBV | Abbvie INC | 股票-醫療保健 | 1.22% | -0.21% | -1.88% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | -0.06% | -4.93% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.20% | — | -9.18% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | -0.12% | -10.63% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.11% | -1.61% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.03% | — | -4.53% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.00% | — | +11.96% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.93% | — | -5.70% | |
| 23 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.86% | — | +205.97% | |
| 24 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.84% | — | +0.76% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.83% | — | +1.38% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | — | -1.68% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.23% | -0.07% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.82% | -0.92% | -3.11% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | -0.03% | -4.63% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | +0.26% | +1.20% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事業 | 0.80% | -0.01% | -2.71% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.79% | — | +13.01% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.76% | — | -2.40% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | +0.30% | +5.43% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.67% | — | -2.82% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | -0.07% | -3.10% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.11% | +0.74% | |
| 38 | DHR | Danaher CORP | 股票-醫療保健 | 0.60% | — | -1.81% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | — | +13.09% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | -0.01% | +2.26% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | -0.03% | -14.40% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.58% | — | -1.37% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.58% | — | -3.57% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | -2.75% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | +0.19% | -3.53% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.54% | +0.14% | +0.38% | |
| 47 | HON | Honeywell International INC | 股票-工業 | 0.54% | — | -0.53% | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.54% | — | +0.40% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.53% | — | +19.30% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | +0.28% | +0.27% |