CIK: 0001162170
申報總市值
US$103.9億
僅顯示前 200 大持股（共 804 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 | 55.93% | -5.30% | -0.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 12.37% | +0.72% | -0.89% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.16% | +0.01% | -1.08% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.50% | +0.15% | -3.60% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | — | -7.33% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.34% | +0.06% | -0.74% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.12% | -16.72% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | +0.11% | -4.05% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | +0.06% | -1.37% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.76% | +0.09% | -6.87% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.12% | -9.82% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | +0.09% | +0.67% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | — | -0.84% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | +0.18% | -0.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | +0.02% | +3.22% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | +0.10% | -1.56% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.44% | +0.06% | -1.74% | |
| 18 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.41% | +0.07% | +0.51% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.37% | +0.07% | -0.70% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | -4.79% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.33% | +0.07% | +0.15% | |
| 22 | SPGI | S&p Global INC | 股票-金融 | 0.33% | — | +0.91% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.33% | — | +2.71% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.32% | +0.12% | -0.05% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.31% | +1.12% | +942.31% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.30% | — | -1.69% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.02% | -16.32% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.26% | +0.03% | -58.40% | |
| 29 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.23% | +0.02% | +4.63% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.21% | -0.04% | +0.07% | |
| 31 | HON | Honeywell International INC | 股票-工業 | 0.21% | -0.25% | EXIT | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | — | -1.13% | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.21% | — | +0.93% | |
| 34 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.20% | — | +16.13% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.19% | +0.07% | +4.00% | |
| 36 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.18% | — | -1.19% | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.17% | — | -1.82% | |
| 38 | ROP | Roper Technologies INC | 股票-科技 | 0.17% | — | +0.65% | |
| 39 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.17% | — | — | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.16% | — | -6.66% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.16% | — | +16.12% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.15% | — | +1.90% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.15% | — | +2.13% | |
| 44 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.15% | — | -1.70% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.15% | — | -9.31% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.14% | — | -3.22% | |
| 47 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.14% | — | -7.91% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.14% | — | -7.82% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.14% | +0.05% | -15.94% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.14% | — | -6.38% |