CIK: 0001033324
申報總市值
US$17.2億
僅顯示前 200 大持股（共 302 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 | PFF | Ishares Preferred & Income S | ETF-其他 | 4.45% | — | — | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.40% | — | — | |
| 3 | CSCO | Cisco Systems INC | 股票-科技 | 3.22% | +1.06% | -0.28% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.99% | — | — | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.99% | — | +48.89% | |
| 6 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.93% | -0.16% | +30.01% | |
| 7 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.93% | -0.17% | +2.85% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.90% | — | +42.34% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.55% | +0.44% | +1.85% | |
| 10 | IDV | Ishares International Select | ETF-其他 | 2.55% | -0.46% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.24% | +185.31% | |
| 12 | IYR | Ishares US Real Estate ETF | ETF-其他 | 2.17% | -1.50% | EXIT | |
| 13 | NEE | Nextera Energy INC | 股票-公用事業 | 2.10% | -0.42% | +3.07% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.10% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.03% | +0.05% | +24.98% | |
| 16 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.91% | — | +44.85% | |
| 17 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.87% | — | — | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.83% | +0.07% | -1.62% | |
| 19 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.80% | -0.34% | +2.20% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 1.79% | -0.33% | — | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.78% | -1.48% | — | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.70% | — | — | |
| 23 | T | At&t INC | 股票-通訊服務 | 1.65% | -0.54% | — | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 1.53% | +0.38% | +1952.91% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | +0.04% | +64.57% | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 1.43% | -0.15% | — | |
| 27 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.41% | — | — | |
| 28 | SO | Southern Co/the | 股票-公用事業 | 1.36% | — | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.03% | +45.04% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 1.30% | — | +4.43% | |
| 31 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 1.26% | — | — | |
| 32 | MET | Metlife INC | 股票-金融 | 1.23% | +0.13% | — | |
| 33 | AAPL | Apple INC | 股票-科技 | 1.16% | +0.07% | +29.73% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事業 | 1.11% | -0.29% | — | |
| 35 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.08% | — | — | |
| 36 | PPL | Ppl CORP | 股票-公用事業 | 1.06% | — | — | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-其他 | 1.06% | — | — | |
| 38 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 1.01% | — | — | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | -0.48% | +1.05% | |
| 40 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.99% | — | — | |
| 41 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.98% | — | — | |
| 42 | MO | Altria Group INC | 股票-非循環性消費 | 0.91% | -0.06% | — | |
| 43 | TROW | T Rowe Price Group INC | 股票-金融 | 0.85% | — | — | |
| 44 | EWM | Ishares Msci Malaysia ETF | ETF-其他 | 0.80% | — | — | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.78% | — | — | |
| 46 | THD | Ishares Msci Thailand ETF | ETF-其他 | 0.75% | — | — | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.72% | — | — | |
| 48 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.72% | -0.23% | +13.82% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.71% | — | — | |
| 50 | USB | US Bancorp | 股票-金融 | 0.67% | +0.06% | -2.87% |