CIK: 0000714562
申報總市值
US$2.9億
僅顯示前 200 大持股（共 368 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 | 18.32% | +1.01% | -3.94% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.52% | -0.20% | -12.59% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.52% | +0.90% | -2.27% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.64% | -0.01% | +291.01% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | — | -1.04% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.59% | -0.05% | -1.46% | |
| 7 | VOX | Vanguard Communication Servi | ETF-其他 | 2.07% | — | -3.41% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 1.98% | -0.07% | -1.03% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.62% | -0.18% | -1.14% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.56% | — | +1.16% | |
| 11 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.50% | -0.06% | -4.52% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.14% | -0.01% | -3.81% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.05% | — | — | |
| 14 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.03% | — | -2.42% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.01% | — | -2.50% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.96% | — | +6.03% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | +0.02% | +2.30% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | — | -1.79% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.20% | -4.74% | |
| 20 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.92% | — | +1.07% | |
| 21 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.91% | — | +0.88% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.03% | -2.21% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | — | -6.40% | |
| 24 | WCN | Waste Connections INC | 股票-工業 | 0.86% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | -1.35% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | -0.11% | -1.12% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.80% | -0.18% | +4.35% | |
| 28 | HON | Honeywell International INC | 股票-工業 | 0.79% | -0.06% | EXIT | |
| 29 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.77% | — | -3.64% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.77% | — | +4.94% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.76% | — | +4.12% | |
| 32 | ALL | Allstate CORP | 股票-金融 | 0.75% | — | +0.18% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.74% | +0.21% | +1.70% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.73% | — | +1.26% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.72% | +0.02% | -0.31% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.69% | — | -2.04% | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | — | -4.56% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事業 | 0.64% | — | +3.47% | |
| 39 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.62% | — | -2.71% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.61% | — | -1.10% | |
| 41 | BP | Bp Plc-spons Adr | 股票-能源 | 0.59% | — | -0.75% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.57% | — | — | |
| 43 | PANW | Palo Alto Networks INC | 股票-科技 | 0.55% | +0.32% | -3.39% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.54% | — | -2.41% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.54% | — | -1.09% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.28% | +0.19% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.53% | — | +0.19% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.53% | — | +7.33% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.52% | — | -3.48% | |
| 50 | SYY | Sysco CORP | 股票-非循環性消費 | 0.52% | — | -0.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | +291.01% | 加碼 |
| 2 | VGT | Vanguard Info Tech ETF | +0.4% | -2.27% | 減碼 |
| 3 | ABT | Abbott Laboratories | +0.2% | -1.14% | 減碼 |
| 4 | PG | Procter & Gamble Co/the | +0.2% | +1.16% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.2% | -6.40% | 減碼 |
| 6 | NKE | Nike INC -cl B | +0.2% | -2.42% | 減碼 |
| 7 | VCR | Vanguard Consumer Discre ETF | +0.2% | -4.52% | 減碼 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.2% | -2.50% | 減碼 |
| 9 | CMCSA | Comcast Corp-class A | +0.2% | +1.07% | 加碼 |
| 10 | HD | Home Depot INC | +0.1% | +6.03% | 加碼 |
| 11 | SBUX | Starbucks CORP | +0.1% | +0.88% | 加碼 |
| 12 | AMZN | Amazon.com INC | +0.1% | — | 不變 |
| 13 | CRM | Salesforce INC | +0.1% | -2.41% | 減碼 |
| 14 | MCD | Mcdonald's CORP | +0.1% | +1.26% | 加碼 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.30% | 加碼 |
| 16 | WMT | Walmart INC | +0.1% | +14.94% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | -1.79% | 減碼 |
| 18 | PFE | Pfizer INC | +0.1% | +4.12% | 加碼 |
| 19 | VOX | Vanguard Communication Servi | +0.1% | -3.41% | 減碼 |
| 20 | VHT | Vanguard Health Care ETF | +0.1% | -1.46% | 減碼 |
| 21 | NEE | Nextera Energy INC | +0.1% | +3.47% | 加碼 |
| 22 | HON | Honeywell International INC | +0.1% | -0.86% | 減碼 |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.12% | 減碼 |
| 24 | MRK | Merck & Co. INC. | +0.1% | +4.94% | 加碼 |
| 25 | WCN | Waste Connections INC | +0.1% | — | 不變 |
| 26 | VIS | Vanguard Industrials ETF | +0.1% | -3.81% | 減碼 |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +7.33% | 加碼 |
| 28 | LMT | Lockheed Martin CORP | +0.1% | +4.35% | 加碼 |
| 29 | MSFT | Microsoft CORP | +0.1% | -1.04% | 減碼 |
| 30 | SYY | Sysco CORP | +0.1% | -0.89% | 減碼 |
| 31 | MDLZ | Mondelez International Inc-a | +0.1% | -3.64% | 減碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +19.69% | 加碼 |
| 33 | PYPL | Paypal Holdings INC | 0% | -4.56% | 減碼 |
| 34 | LOW | Lowe's Cos INC | 0% | -1.88% | 減碼 |
| 35 | LIN | Linde plc | 0% | -0.57% | 減碼 |
| 36 | AMT | American Tower CORP | -0.1% | -5.77% | 減碼 |
| 37 | BA | Boeing Co/the | -0.1% | -1.06% | 減碼 |
| 38 | SU | Suncor Energy INC | -0.1% | -2.99% | 減碼 |
| 39 | VDE | Vanguard Energy ETF | -0.1% | -3.43% | 減碼 |
| 40 | VO | Vanguard Mid-cap ETF | -0.1% | -35.60% | 減碼 |
| 41 | ABBV | Abbvie INC | -0.1% | -0.31% | 減碼 |
| 42 | INTC | Intel CORP | -0.1% | +1.70% | 加碼 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +0.19% | 加碼 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -4.74% | 減碼 |
| 45 | BP | Bp Plc-spons Adr | -0.2% | -0.75% | 減碼 |
| 46 | VOO | Vanguard S&p 500 ETF | -0.5% | -12.59% | 減碼 |
| 47 | THFF | First Financial CORP | -4.2% | -3.94% | 減碼 |
| 48 | IACIEUR | Iac/interactivecorp | — | EXIT | 清倉 |
| 49 | MTCH | Match Group INC | — | NEW | 新建倉 |
| 50 | VT | Vanguard Tot World Stk ETF | — | EXIT | 清倉 |