CIK: 0001033324
申報總市值
US$17.2億
僅顯示前 200 大持股（共 305 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 | 4.20% | — | — | |
| 2 | AVGO | Broadcom INC | 股票-科技 | 3.64% | +0.44% | — | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.60% | — | — | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 3.57% | — | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.39% | — | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.26% | — | — | |
| 7 | CSCO | Cisco Systems INC | 股票-科技 | 3.00% | +1.06% | — | |
| 8 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.95% | -0.16% | -0.09% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.89% | — | — | |
| 10 | IDV | Ishares International Select | ETF-其他 | 2.72% | -0.46% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.24% | +8.02% | |
| 12 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.40% | -0.17% | -1.70% | |
| 13 | NEE | Nextera Energy INC | 股票-公用事業 | 2.19% | -0.42% | — | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-其他 | 2.15% | -1.50% | EXIT | |
| 15 | VZ | Verizon Communications INC | 股票-通訊服務 | 2.09% | -0.34% | +19.55% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.07% | +0.05% | +8.69% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | +0.04% | -0.81% | |
| 18 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.96% | — | — | |
| 19 | MET | Metlife INC | 股票-金融 | 1.77% | +0.13% | +0.45% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.75% | -1.48% | -0.17% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.71% | — | — | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 1.68% | -0.33% | -1.13% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.65% | +0.07% | — | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.65% | — | — | |
| 25 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.60% | — | — | |
| 26 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.45% | — | — | |
| 27 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 1.39% | — | — | |
| 28 | SO | Southern Co/the | 股票-公用事業 | 1.39% | — | — | |
| 29 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.39% | — | — | |
| 30 | T | At&t INC | 股票-通訊服務 | 1.37% | -0.54% | -0.28% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.03% | -0.61% | |
| 32 | AEP | American Electric Power | 股票-公用事業 | 1.30% | -0.15% | — | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 1.28% | — | — | |
| 34 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 1.28% | — | — | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 1.28% | +0.38% | -1.32% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 1.14% | -0.29% | — | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-其他 | 1.10% | — | — | |
| 38 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.04% | — | — | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | -0.48% | -1.04% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 1.01% | -0.06% | -0.34% | |
| 41 | PPL | Ppl CORP | 股票-公用事業 | 1.01% | — | — | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.97% | — | — | |
| 43 | AAPL | Apple INC | 股票-科技 | 0.91% | +0.07% | -3.36% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.86% | +0.06% | — | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.85% | — | — | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.83% | +0.07% | +1.66% | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.69% | — | — | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.68% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.64% | — | -0.66% | |
| 50 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.42% | -0.23% | -0.44% |