CIK: 0000750577
申報總市值
US$57.5億
僅顯示前 200 大持股（共 666 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 | AAPL | Apple INC | 股票-科技 | 4.94% | -0.30% | -0.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.00% | -0.03% | +8.43% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.93% | +0.40% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 3.69% | — | -5.64% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.93% | +0.11% | +0.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | +0.22% | +10.71% | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 1.68% | -0.77% | -1.16% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.55% | -0.17% | -0.35% | |
| 9 | HWC | Hancock Whitney CORP | 股票-金融 | 1.47% | — | -0.02% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | — | -9.44% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.38% | +0.23% | +7.84% | |
| 12 | POOL | Pool CORP | 股票-工業 | 1.25% | — | -6.03% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.25% | -7.03% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | — | +1.30% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.02% | +302.91% | |
| 16 | MET | Metlife INC | 股票-金融 | 1.09% | — | +79.77% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.04% | — | +0.37% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | — | +2.37% | |
| 19 | SYY | Sysco CORP | 股票-非循環性消費 | 0.91% | — | -6.14% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 0.88% | +0.13% | +0.79% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 0.86% | — | -0.17% | |
| 22 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.84% | -0.13% | -3.33% | |
| 23 | AMAT | Applied Materials INC | 股票-科技 | 0.82% | +0.19% | -28.42% | |
| 24 | SYNA | Synaptics INC | 股票-其他 | 0.81% | — | +1.95% | |
| 25 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.81% | — | -3.56% | |
| 26 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.80% | — | +0.51% | |
| 27 | RF | Regions Financial CORP | 股票-金融 | 0.78% | — | +9.79% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.78% | — | -0.18% | |
| 29 | CSL | Carlisle Cos INC | 股票-工業 | 0.77% | — | +2.15% | |
| 30 | ZTS | Zoetis INC | 股票-醫療保健 | 0.77% | — | -3.31% | |
| 31 | MSCI | Msci INC | 股票-金融 | 0.75% | — | -1.50% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.72% | — | -0.73% | |
| 33 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.71% | — | +0.15% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.71% | — | +20.12% | |
| 35 | LSTR | Landstar System INC | 股票-工業 | 0.70% | — | +1.47% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.31% | +0.91% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | — | -6.38% | |
| 38 | WY | Weyerhaeuser Co | 股票-房地產 | 0.63% | — | +3894.06% | |
| 39 | TGT | Target CORP | 股票-循環性消費 | 0.60% | — | -0.32% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.60% | — | -1.28% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.60% | — | +115.62% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.59% | — | +0.87% | |
| 43 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.58% | — | -5.11% | |
| 44 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.58% | — | -2.43% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.20% | +0.56% | |
| 46 | KEY | Keycorp | 股票-金融 | 0.57% | — | +0.71% | |
| 47 | SYF | Synchrony Financial | 股票-金融 | 0.57% | — | -2.51% | |
| 48 | EBAY | Ebay INC | 股票-循環性消費 | 0.56% | — | +8.68% | |
| 49 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 0.54% | — | +309.11% | |
| 50 | OSK | Oshkosh CORP | 股票-工業 | 0.51% | — | -5.27% |