CIK: 0000035527
申報總市值
US$547.2億
僅顯示前 200 大持股（共 2520 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 | 5.18% | -0.91% | -0.48% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.25% | -1.51% | -0.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -1.32% | +0.73% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.61% | -0.32% | -0.96% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.79% | -0.71% | +2.66% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.52% | — | +3.55% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.34% | -1.18% | -0.74% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | -0.53% | -0.73% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.88% | -0.92% | +0.48% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.65% | -0.42% | +2.20% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.46% | -0.22% | -0.48% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.46% | — | -1.23% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | +1.71% | +1.24% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.33% | -0.12% | +0.02% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.15% | — | -12.03% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 1.15% | -0.21% | -1.89% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.10% | — | +0.34% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.08% | -0.07% | -1.73% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | +0.10% | -3.36% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.11% | +4.00% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.26% | +0.22% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.93% | — | -1.81% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | — | +1.67% | |
| 24 | PANW | Palo Alto Networks INC | 股票-科技 | 0.89% | — | -0.31% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.87% | — | +2.64% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | -0.06% | -2.20% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | +0.01% | +0.12% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.79% | — | +3.48% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | -0.12% | +7.19% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | -0.07% | -2.53% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.69% | — | -1.17% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.11% | -4.33% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.67% | — | +0.54% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.66% | — | +3.68% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | +0.20% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | — | -1.06% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.64% | — | +2.36% | |
| 38 | CAT | Caterpillar INC | 股票-工業 | 0.64% | -0.15% | -0.24% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | -1.23% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | -0.03% | -0.16% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | +0.19% | -2.84% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.06% | +0.38% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.23% | -1.50% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.53% | — | -3.01% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事業 | 0.53% | -0.01% | -3.76% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.52% | — | +0.93% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | -0.03% | -4.24% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.50% | — | +5.27% | |
| 49 | CTAS | Cintas CORP | 股票-工業 | 0.47% | — | +0.96% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.47% | — | +10.45% |