CIK: 0000714562
申報總市值
US$2.9億
僅顯示前 200 大持股（共 469 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 | THFF | First Financial CORP | 股票-其他 | 23.78% | +1.01% | -0.72% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 2.17% | -0.28% | -1.02% | |
| 3 | ✓ | 股票-其他 | 2.14% | — | -0.44% | ||
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.81% | -0.11% | -3.04% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.73% | -0.10% | -2.94% | |
| 6 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.63% | — | +0.17% | |
| 7 | T | At&t INC | 股票-通訊服務 | 1.40% | — | +0.17% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.35% | -0.01% | -4.03% | |
| 9 | PFE | Pfizer INC | 股票-醫療保健 | 1.33% | — | +0.73% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.17% | -0.12% | +21.63% | |
| 11 | MO | Altria Group INC | 股票-非循環性消費 | 1.17% | — | -2.68% | |
| 12 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.15% | — | +4.78% | |
| 13 | BP | Bp Plc-spons Adr | 股票-能源 | 1.14% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | — | -0.50% | |
| 15 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.99% | — | -0.32% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 0.98% | — | -2.29% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.93% | — | +1.66% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 0.92% | — | -0.07% | |
| 19 | INTC | Intel CORP | 股票-科技 | 0.91% | +0.21% | -3.41% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.03% | +0.16% | |
| 21 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.84% | — | +0.74% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.77% | — | -2.14% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | — | -36.86% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.74% | — | -1.12% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 0.72% | — | — | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.72% | — | — | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | — | +7.14% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.71% | — | +0.73% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | — | -8.50% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | — | +0.52% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | — | — | |
| 32 | ✓ | Trw Automotive Hldgs CORP | 股票-其他 | 0.65% | — | -0.97% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.63% | — | -1.52% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.63% | — | +1.40% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | — | +1.89% | |
| 36 | SLB | Slb LTD | 股票-能源 | 0.61% | — | -0.05% | |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.61% | — | +1.96% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.60% | +0.01% | -15.93% | |
| 39 | AXP | American Express Company | 股票-金融 | 0.60% | — | — | |
| 40 | DHR | Danaher CORP | 股票-醫療保健 | 0.60% | — | -0.94% | |
| 41 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.58% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.57% | +0.05% | — | |
| 43 | ✓ | 股票-其他 | 0.57% | — | — | ||
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.57% | — | -0.94% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | +0.02% | +2.12% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | -0.03% | -14.01% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.54% | — | -1.17% | |
| 48 | EG | Everest Group, Ltd. | 股票-金融 | 0.54% | — | — | |
| 49 | SPG | Simon Property Group INC | 股票-房地產 | 0.50% | — | -1.55% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | +0.09% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PFE | Pfizer INC | +0.2% | +0.73% | 加碼 |
| 2 | CVX | Chevron CORP | +0.2% | +21.63% | 加碼 |
| 3 | HCA | Hca Healthcare INC | +0.1% | +557.27% | 加碼 |
| 4 | PSX | Phillips 66 | +0.1% | +177.25% | 加碼 |
| 5 | AAPL | Apple INC | +0.1% | -4.03% | 減碼 |
| 6 | VZ | Verizon Communications INC | +0.1% | +4.78% | 加碼 |
| 7 | TEL | TE Connectivity plc | +0.1% | +36.93% | 加碼 |
| 8 | MPC | Marathon Petroleum CORP | +0.1% | +0.73% | 加碼 |
| 9 | UNH | Unitedhealth Group INC | +0.1% | — | 不變 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +92.00% | 加碼 |
| 11 | VLO | Valero Energy CORP | +0.1% | — | 不變 |
| 12 | CVS | Cvs Health CORP | +0.1% | -0.32% | 減碼 |
| 13 | CTSH | Cognizant Tech Solutions-a | +0.1% | -0.48% | 減碼 |
| 14 | BA | Boeing Co/the | +0.1% | -1.17% | 減碼 |
| 15 | CAH | Cardinal Health INC | +0.1% | — | 不變 |
| 16 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +1.96% | 加碼 |
| 17 | HD | Home Depot INC | +0.1% | — | 不變 |
| 18 | GOOG | Alphabet A | +0.1% | +14.31% | 加碼 |
| 19 | TDS | Telephone And Data Systems | +0.1% | +247.76% | 加碼 |
| 20 | LYB | LyondellBasell Industries N.V. | +0.1% | +236.56% | 加碼 |
| 21 | PRU | Prudential Financial INC | 0% | +0.88% | 加碼 |
| 22 | ABBV | Abbvie INC | 0% | +2.12% | 加碼 |
| 23 | IWD | Ishares Russell 1000 Value E | -0.1% | -2.94% | 減碼 |
| 24 | EFA | Ishares Msci Eafe ETF | -0.1% | -14.01% | 減碼 |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -75.67% | 減碼 |
| 26 | TGT | Target CORP | -0.1% | -49.67% | 減碼 |
| 27 | PM | Philip Morris International | -0.1% | -0.94% | 減碼 |
| 28 | IBM | Intl Business Machines CORP | -0.1% | -8.50% | 減碼 |
| 29 | CAT | Caterpillar INC | -0.1% | -0.26% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | +1.66% | 加碼 |
| 31 | NOVEUR | National Oilwell Varco INC | -0.1% | -10.90% | 減碼 |
| 32 | ✓ | -0.1% | -0.44% | 減碼 | |
| 33 | MDY | State Street Spdr S&p Midcap | -0.1% | -15.93% | 減碼 |
| 34 | IWM | Ishares Russell 2000 ETF | -0.1% | -23.10% | 減碼 |
| 35 | BWX | State Street Spdr Bloomberg | -0.1% | -83.29% | 減碼 |
| 36 | ✓ | -0.1% | — | 不變 | |
| 37 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -0.1% | -46.04% | 減碼 |
| 38 | MSFT | Microsoft CORP | -0.2% | -0.50% | 減碼 |
| 39 | INTC | Intel CORP | -0.2% | -3.41% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -1.02% | 減碼 |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.4% | -36.86% | 減碼 |
| 42 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 43 | ✓ | — | EXIT | 清倉 | |
| 44 | MDT | Medtronic plc | — | EXIT | 清倉 |
| 45 | ✓ | — | EXIT | 清倉 | |
| 46 | ✓ | WP GLIMCHER Inc | — | NEW | 新建倉 |
| 47 | ✓ | Washington Prime Group INC | — | EXIT | 清倉 |
| 48 | WBA | Walgreens Boots Alliance INC | — | NEW | 新建倉 |
| 49 | SNBR | Sleep Number Corporation | — | EXIT | 清倉 |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | — | EXIT | 清倉 |