CIK: 0000714562
申報總市值
US$2.9億
僅顯示前 200 大持股（共 466 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 | 13.83% | +1.01% | -0.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 11.85% | -0.20% | +1.08% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.31% | +0.90% | -1.05% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.95% | — | -4.05% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.00% | -0.05% | +20.17% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.50% | +0.20% | +22.73% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.30% | -0.01% | -4.89% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.75% | -0.05% | -1.84% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | — | +786.95% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.41% | +0.02% | -2.36% | |
| 11 | VFH | Vanguard Financials ETF | ETF-其他 | 1.34% | -0.07% | -1.07% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.26% | -0.03% | -23.51% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.03% | +0.78% | |
| 14 | VOX | Vanguard Communication Servi | ETF-其他 | 1.23% | — | -1.51% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -0.28% | +7.72% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.17% | — | +17.37% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.14% | -0.06% | +0.28% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.02% | -0.01% | +13.37% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | — | -6.51% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 0.90% | +0.02% | -7.04% | |
| 21 | WCN | Waste Connections INC | 股票-工業 | 0.87% | — | — | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | -0.18% | -4.11% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.85% | +0.09% | — | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.81% | — | — | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.78% | — | -1.69% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.08% | -3.99% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.72% | — | -0.68% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.70% | +0.01% | — | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.66% | -0.18% | -2.05% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | +0.02% | -0.19% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.62% | +0.11% | +18.15% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | — | -15.53% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.61% | +0.04% | -32.19% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | -5.84% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.60% | — | +0.52% | |
| 36 | VDE | Vanguard Energy ETF | ETF-其他 | 0.60% | -0.11% | -3.85% | |
| 37 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.59% | -0.03% | +7.99% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.57% | — | -5.38% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.56% | — | -12.88% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事業 | 0.55% | — | +8.70% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.54% | — | -1.10% | |
| 42 | PANW | Palo Alto Networks INC | 股票-科技 | 0.54% | +0.32% | -7.29% | |
| 43 | BP | Bp Plc-spons Adr | 股票-能源 | 0.52% | — | -3.87% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.51% | +0.05% | -1.75% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.50% | — | -2.46% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.49% | — | -1.52% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.48% | — | +1.05% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | -0.10% | -1.93% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.48% | — | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | -0.11% | -4.62% |