CIK: 0001542153
申報總市值
US$899.1億
僅顯示前 200 大持股（共 1237 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 | MSFT | Microsoft CORP | 股票-科技 | 5.65% | -0.26% | +234.51% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.22% | -0.12% | +160.48% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.72% | — | +106.39% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.99% | — | +293.75% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.67% | — | +131.55% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.66% | — | +114.55% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.66% | -0.40% | +103.13% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | -0.21% | +269.09% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.47% | — | +205.77% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.27% | -0.20% | +215.97% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.27% | — | +3.35% | |
| 12 | PEP | Pepsico INC | 股票-非循環性消費 | 1.25% | +0.16% | +309.07% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | +112.20% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.07% | +0.11% | +329.56% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | — | +119.03% | |
| 16 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.89% | — | +4.38% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 0.88% | -0.08% | +266.40% | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 0.88% | — | +2007.18% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.87% | — | +2.68% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | +125.11% | |
| 21 | HON | Honeywell International INC | 股票-工業 | 0.84% | — | +479.30% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | -0.23% | +261.65% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | +0.11% | +50.41% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | — | +99.27% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.07% | +261.33% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | — | +2499.55% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | — | +113.35% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.75% | — | +1568.98% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.73% | — | +266.62% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.73% | — | +113.19% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | -0.06% | +265.68% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.64% | — | +101.78% | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.63% | — | +100.72% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | +0.16% | +109.11% | |
| 35 | INTU | Intuit INC | 股票-科技 | 0.62% | — | +227.39% | |
| 36 | SO | Southern Co/the | 股票-公用事業 | 0.61% | — | +840.50% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.57% | — | +162.24% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | +60.48% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +114.61% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.54% | — | +0.45% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.52% | — | +111.27% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | -0.15% | +426.60% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.51% | — | +119.58% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | — | +271.47% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.50% | — | +617.58% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | — | +335.33% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.48% | — | +458.54% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | — | +107.56% | |
| 49 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.48% | — | +157.82% | |
| 50 | FICO | Fair Isaac CORP | 股票-科技 | 0.48% | — | +4379.72% |