CIK: 0001162170
申報總市值
US$103.9億
僅顯示前 200 大持股（共 806 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 | SYK | Stryker CORP | 股票-醫療保健 | 58.15% | -5.30% | -4.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.10% | +0.72% | +4.13% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.81% | +0.01% | -0.02% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.62% | +0.15% | +1.04% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | +0.06% | -3.35% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | — | -1.47% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | +0.12% | +0.51% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | +0.11% | +0.28% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | +0.06% | -4.55% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.80% | +0.09% | -8.27% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | +0.12% | -1.40% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.09% | +0.01% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | — | -0.69% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | +0.02% | -0.64% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | +0.03% | -0.61% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | +0.18% | +2.57% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.48% | +0.10% | -7.58% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.35% | +0.06% | +0.15% | |
| 19 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.33% | +0.07% | +2.71% | |
| 20 | SPGI | S&p Global INC | 股票-金融 | 0.33% | — | -1.05% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.33% | +0.07% | -0.48% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.32% | — | -1.43% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.31% | — | +4.92% | |
| 24 | CRM | Salesforce INC | 股票-科技 | 0.30% | -0.04% | -2.44% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.02% | +0.86% | |
| 26 | AMT | American Tower CORP | 股票-房地產 | 0.27% | — | -1.14% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.27% | — | +0.36% | |
| 28 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.24% | — | -3.35% | |
| 29 | HON | Honeywell International INC | 股票-工業 | 0.24% | -0.25% | EXIT | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.24% | +0.07% | +5.42% | |
| 31 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.22% | — | +14.34% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | — | +9.79% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.21% | — | -1.06% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.21% | — | -1.20% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | +0.12% | -0.85% | |
| 36 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.20% | +0.02% | +0.01% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.18% | +0.05% | -8.33% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.18% | — | +5.73% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.18% | — | -0.76% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.17% | — | +14.14% | |
| 41 | ROP | Roper Technologies INC | 股票-科技 | 0.17% | — | -0.05% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.17% | — | +1.62% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.17% | — | -1.23% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.16% | — | +1.35% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.16% | +0.07% | +3.17% | |
| 46 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.16% | — | -3.18% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.15% | — | +0.03% | |
| 48 | PYPL | Paypal Holdings INC | 股票-金融 | 0.15% | — | -2.87% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.14% | — | +3.49% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.14% | — | +10.02% |