CIK: 0000046392
申報總市值
US$3.2億
僅顯示前 200 大持股（共 610 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 | 7.87% | -0.50% | -0.78% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.62% | — | +6.32% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.76% | -0.31% | +5.30% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.61% | +2.42% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.51% | +0.55% | -6.34% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.28% | +0.15% | -1.94% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.18% | — | +0.09% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.03% | -0.28% | +1948.19% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 1.81% | -0.21% | -1.85% | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.72% | — | +4.34% | |
| 11 | HD | Home Depot INC | 股票-循環性消費 | 1.40% | — | +4.54% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | — | — | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | — | +6.83% | |
| 14 | PEP | Pepsico INC | 股票-非循環性消費 | 1.19% | — | +1.70% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.10% | -1.77% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.09% | — | +1.51% | |
| 17 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 1.03% | — | -2.48% | |
| 18 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.02% | +0.06% | -0.94% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.01% | — | +59.40% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 0.90% | — | +3.25% | |
| 21 | FULT | Fulton Financial CORP | 股票-金融 | 0.83% | — | +0.87% | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.83% | — | +1.84% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.09% | -0.80% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.12% | — | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | — | +0.11% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 0.73% | — | — | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.72% | — | -0.49% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.71% | — | +0.12% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.71% | — | +0.50% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.69% | — | -0.28% | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 0.68% | — | -0.84% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.11% | +1.29% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | -0.17% | +2.00% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.61% | -0.11% | +2.32% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.59% | — | -1.68% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.57% | — | +3.18% | |
| 37 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.57% | — | +1.72% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.53% | — | +70.39% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.53% | — | +0.23% | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.52% | +0.17% | -1.19% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.51% | — | +3.26% | |
| 42 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.49% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.47% | — | +2.28% | |
| 44 | MU | Micron Technology INC | 股票-科技 | 0.45% | +0.10% | -38.70% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.44% | — | +5.04% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.43% | — | — | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.42% | -0.14% | +3.84% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.42% | — | +1.57% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.41% | — | -6.06% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | +0.11% | -4.11% |