CIK: 0001033324
申報總市值
US$17.2億
僅顯示前 200 大持股（共 326 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 | 3.44% | — | — | |
| 2 | AVGO | Broadcom INC | 股票-科技 | 3.10% | +0.44% | +0.39% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.05% | — | — | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.94% | — | — | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.93% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.24% | +8.63% | |
| 7 | MRK | Merck & Co. INC. | 股票-醫療保健 | 2.75% | -0.17% | +0.52% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.71% | — | — | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 2.58% | +1.06% | +0.45% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.39% | -0.16% | +0.41% | |
| 11 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.33% | — | — | |
| 12 | MET | Metlife INC | 股票-金融 | 2.16% | +0.13% | +0.19% | |
| 13 | IDV | Ishares International Select | ETF-其他 | 2.14% | -0.46% | — | |
| 14 | ABBV | Abbvie INC | 股票-醫療保健 | 2.11% | +0.07% | +1.08% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.03% | -0.48% | +0.62% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.99% | +0.05% | +5.31% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.95% | -1.50% | EXIT | |
| 18 | NEE | Nextera Energy INC | 股票-公用事業 | 1.86% | -0.42% | +0.71% | |
| 19 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.85% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +0.04% | +0.98% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 1.71% | +0.38% | +0.98% | |
| 22 | T | At&t INC | 股票-通訊服務 | 1.66% | -0.54% | +25.39% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 1.63% | -0.33% | +0.95% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.58% | -0.34% | +0.65% | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.56% | — | — | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 1.48% | +0.46% | +0.49% | |
| 27 | USB | US Bancorp | 股票-金融 | 1.45% | +0.06% | +0.48% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.39% | — | — | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.38% | -1.48% | +0.50% | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.37% | — | — | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.33% | — | — | |
| 32 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.24% | — | +0.38% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | +0.03% | +2.08% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 1.14% | — | +2.03% | |
| 35 | SO | Southern Co/the | 股票-公用事業 | 1.13% | — | +0.43% | |
| 36 | INTC | Intel CORP | 股票-科技 | 1.12% | +0.07% | +0.56% | |
| 37 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 1.11% | — | — | |
| 38 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 1.07% | — | — | |
| 39 | AAPL | Apple INC | 股票-科技 | 1.06% | +0.07% | +11.52% | |
| 40 | AEP | American Electric Power | 股票-公用事業 | 1.01% | -0.15% | +0.45% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事業 | 0.94% | -0.29% | +0.59% | |
| 42 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.93% | — | +0.50% | |
| 43 | DOW | Dow INC | 股票-原物料 | 0.91% | — | +0.31% | |
| 44 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.90% | — | — | |
| 45 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.89% | — | — | |
| 46 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.84% | — | — | |
| 47 | PPL | Ppl CORP | 股票-公用事業 | 0.79% | — | — | |
| 48 | APOEUR | Apollo Asset Management INC | 股票-其他 | 0.77% | — | +100.00% | |
| 49 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.76% | — | — | |
| 50 | MO | Altria Group INC | 股票-非循環性消費 | 0.74% | -0.06% | +0.79% |