CIK: 0000315066
申報總市值
US$1.9兆
僅顯示前 200 大持股（共 5525 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 | NVDA | Nvidia CORP | 股票-科技 | 8.05% | -0.10% | +0.67% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.11% | -0.15% | -6.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.97% | -1.25% | -6.67% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.76% | -0.61% | -1.46% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.30% | +0.04% | +0.53% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.81% | -0.12% | +9.77% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.41% | -0.13% | -7.57% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.36% | -0.31% | +0.16% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.34% | -0.10% | +2.78% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.29% | -0.15% | +3.18% | |
| 11 | NFLX | Netflix INC | 股票-通訊服務 | 1.11% | — | +1.83% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.12% | -2.86% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.45% | -3.79% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.91% | — | -7.32% | |
| 15 | MRVL | Marvell Technology INC | 股票-科技 | 0.86% | +0.13% | -0.07% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 0.85% | -0.20% | +3.63% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.84% | -0.20% | +40.10% | |
| 18 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.71% | -0.22% | -2.04% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 0.70% | -0.09% | +4.27% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | +0.13% | +4.60% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.10% | -0.25% | |
| 22 | GE | General Electric | 股票-工業 | 0.67% | -0.08% | +1.47% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | — | +1.60% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.09% | +1.45% | |
| 25 | GEV | GE Vernova INC | 股票-工業 | 0.49% | +0.13% | +3.39% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.46% | — | -11.27% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 0.43% | -0.07% | +2.60% | |
| 28 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.39% | — | +1.00% | |
| 29 | ANET | Arista Networks INC | 股票-科技 | 0.38% | — | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.38% | -0.11% | +0.41% | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.37% | — | +4.86% | |
| 32 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.35% | — | -20.87% | |
| 33 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.34% | — | -1.36% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.33% | — | -1.73% | |
| 35 | SHEL | Shell Plc-adr | 股票-能源 | 0.32% | +0.11% | +32.34% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 0.32% | — | +38.52% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.32% | — | -4.67% | |
| 38 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.31% | — | +0.35% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.31% | — | -10.72% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.30% | — | +1.21% | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.28% | — | -13.11% | |
| 42 | SHOP | Shopify INC - Class A | 股票-科技 | 0.28% | -0.10% | +3.37% | |
| 43 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.28% | — | -0.36% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | +20.78% | |
| 45 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.27% | — | -0.98% | |
| 46 | APP | Applovin Corp-class A | 股票-科技 | 0.27% | -0.12% | +75.48% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | +0.14% | -5.78% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.26% | — | -0.40% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.26% | — | +0.59% | |
| 50 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.26% | — | -11.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +0.67% | 加碼 |
| 2 | AMZN | Amazon.com INC | +0.6% | +0.53% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +9.77% | 加碼 |
| 4 | TSLA | Tesla INC | +0.5% | +40.10% | 加碼 |
| 5 | ANET | Arista Networks INC | +0.4% | NEW | 新建倉 |
| 6 | AVGO | Broadcom INC | +0.3% | +3.18% | 加碼 |
| 7 | MRVL | Marvell Technology INC | +0.3% | -0.07% | 減碼 |
| 8 | NFLX | Netflix INC | +0.2% | +1.83% | 加碼 |
| 9 | APP | Applovin Corp-class A | +0.2% | +75.48% | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.2% | +3.63% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +2.78% | 加碼 |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 13 | BLK | Blackrock INC | +0.2% | NEW | 新建倉 |
| 14 | BA | Boeing Co/the | +0.1% | +38.52% | 加碼 |
| 15 | GEV | GE Vernova INC | +0.1% | +3.39% | 加碼 |
| 16 | ALAB | Astera Labs INC | +0.1% | -0.40% | 減碼 |
| 17 | FSEC | Fidelity Invest Grd Secur | +0.1% | +186.90% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.60% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -2.86% | 減碼 |
| 20 | RBLX | Roblox CORP -class A | +0.1% | +89.37% | 加碼 |
| 21 | RDDT | Reddit Inc-cl A | +0.1% | +7.51% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.25% | 減碼 |
| 23 | SHOP | Shopify INC - Class A | +0.1% | +3.37% | 加碼 |
| 24 | NOW | Servicenow INC | +0.1% | +4.86% | 加碼 |
| 25 | MA | Mastercard INC - A | +0.1% | +4.27% | 加碼 |
| 26 | CSCO | Cisco Systems INC | +0.1% | +20.78% | 加碼 |
| 27 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -44.11% | 減碼 |
| 28 | CEG | Constellation Energy | -0.1% | -15.63% | 減碼 |
| 29 | VRTX | Vertex Pharmaceuticals INC | -0.1% | -12.41% | 減碼 |
| 30 | LEN | Lennar Corp-a | -0.1% | -46.28% | 減碼 |
| 31 | CI | THE Cigna Group | -0.1% | -12.40% | 減碼 |
| 32 | MPWR | Monolithic Power Systems INC | -0.1% | -11.40% | 減碼 |
| 33 | GE | General Electric | -0.1% | +1.47% | 加碼 |
| 34 | ELV | Elevance Health INC | -0.1% | -52.53% | 減碼 |
| 35 | TMO | Thermo Fisher Scientific INC | -0.1% | -19.55% | 減碼 |
| 36 | KO | Coca-cola Co/the | -0.1% | -10.72% | 減碼 |
| 37 | AMAT | Applied Materials INC | -0.1% | -42.55% | 減碼 |
| 38 | ADBE | Adobe INC | -0.1% | -20.88% | 減碼 |
| 39 | MRK | Merck & Co. INC. | -0.1% | -24.84% | 減碼 |
| 40 | DHR | Danaher CORP | -0.1% | -13.11% | 減碼 |
| 41 | BLKCHF | Blackrock INC | -0.1% | EXIT | 清倉 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -3.79% | 減碼 |
| 43 | AMD | Advanced Micro Devices | -0.2% | -49.46% | 減碼 |
| 44 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 45 | UNH | Unitedhealth Group INC | -0.3% | -7.32% | 減碼 |
| 46 | UBER | Uber Technologies INC | -0.3% | -57.12% | 減碼 |
| 47 | ANETEUR | Arista Networks INC | -0.3% | EXIT | 清倉 |
| 48 | REGN | Regeneron Pharmaceuticals | -0.3% | -20.87% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -0.4% | -7.57% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.6% | -6.67% | 減碼 |