CIK: 0000035527
申報總市值
US$547.2億
僅顯示前 200 大持股（共 2507 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 | 5.59% | -0.91% | -0.37% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.03% | -1.51% | -1.83% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.41% | -1.32% | +0.77% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.64% | -0.32% | +1.58% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.99% | -0.71% | +0.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.76% | -1.18% | -0.07% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.48% | — | -0.11% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.47% | -0.92% | -0.23% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | -0.53% | -1.85% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.56% | -0.42% | +3.55% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.38% | -0.22% | -2.26% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.35% | — | -0.24% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.34% | -0.12% | +0.28% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.31% | — | -6.59% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.25% | +1.71% | -1.58% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | -0.07% | -1.81% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.11% | +0.10% | -5.98% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.05% | — | -0.55% | |
| 19 | ABBV | Abbvie INC | 股票-醫療保健 | 0.95% | -0.21% | -9.33% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.91% | -0.06% | +5.84% | |
| 21 | PANW | Palo Alto Networks INC | 股票-科技 | 0.91% | — | +100.62% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | — | -0.03% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.87% | — | +0.40% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.87% | -0.07% | -0.92% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.84% | — | +0.91% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.11% | +0.87% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.26% | +1.00% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.80% | — | -22.73% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.76% | +0.01% | -2.97% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.71% | — | +0.32% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.69% | — | -2.28% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.69% | — | -0.54% | |
| 33 | CAT | Caterpillar INC | 股票-工業 | 0.67% | -0.15% | -1.58% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.63% | — | +11.63% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | -0.12% | -3.64% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | +0.19% | -1.61% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.11% | -3.55% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | — | +0.19% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | -0.03% | -4.44% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.56% | — | -3.12% | |
| 41 | TSLA | Tesla INC | 股票-循環性消費 | 0.55% | -0.07% | +5.56% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.53% | -0.01% | -2.39% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.53% | — | +0.01% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | -0.03% | -2.86% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.51% | — | -0.17% | |
| 46 | PNC | Pnc Financial Services Group | 股票-金融 | 0.49% | — | -0.10% | |
| 47 | ETN | Eaton Corporation plc | 股票-工業 | 0.49% | — | +4.68% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.06% | -3.63% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | +0.14% | -1.94% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.45% | +0.23% | -7.49% |