CIK: 0001277303
申報總市值
US$29.3億
僅顯示前 200 大持股（共 316 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.86% | -0.09% | -0.17% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -0.68% | +3.07% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.30% | — | -8.04% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.17% | -0.24% | +75.50% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.15% | -0.33% | +3.78% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.95% | +0.17% | +4.82% | |
| 7 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.83% | +0.12% | +0.43% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.15% | +5.03% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.79% | +0.33% | +6.82% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.61% | — | -4.45% | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.54% | — | +7.19% | |
| 12 | NEE | Nextera Energy INC | 股票-公用事業 | 1.48% | +0.11% | +21.82% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.44% | — | -17.26% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.44% | -0.06% | +71.74% | |
| 15 | FNB | Fnb CORP | 股票-金融 | 1.42% | — | -1.23% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 1.41% | -0.24% | +1.49% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.28% | — | +0.95% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.27% | -0.21% | +8.55% | |
| 19 | HON | Honeywell International INC | 股票-工業 | 1.17% | +0.12% | +13.84% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.10% | — | +8.80% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.09% | — | -0.42% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | — | -7.96% | |
| 23 | AMGN | Amgen INC | 股票-醫療保健 | 1.05% | — | +14.63% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 1.04% | — | +0.79% | |
| 25 | MMM | 3m Co | 股票-工業 | 1.01% | — | -0.68% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | — | +2.00% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.01% | — | +12.89% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | +0.40% | -7.66% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.96% | — | -2.28% | |
| 30 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.93% | — | +21.43% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | -0.12% | +8.71% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.92% | — | +14.29% | |
| 33 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.89% | — | +11.28% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.87% | — | +15.08% | |
| 35 | VLO | Valero Energy CORP | 股票-能源 | 0.86% | — | +11.17% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.83% | — | +86.29% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | -0.36% | +10.55% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.77% | — | -6.13% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.77% | -0.15% | +8.30% | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.76% | — | -6.68% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | -0.02% | +49.25% | |
| 42 | BBTUSD | Bb&t CORP | 股票-其他 | 0.75% | — | +19.17% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | -10.50% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.12% | +10.36% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.74% | — | +5.54% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | — | -3.88% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | +3.72% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.66% | — | +23.65% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.64% | — | +100.22% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.63% | — | +6.05% |