CIK: 0000046392
申報總市值
US$3.2億
僅顯示前 200 大持股（共 724 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 | 6.51% | -0.50% | -13.55% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.28% | — | +2.97% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.10% | -0.31% | +14.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.61% | +2.23% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.41% | -0.28% | +2.70% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.85% | +0.55% | -14.22% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 1.85% | -0.21% | — | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.77% | — | +0.31% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.68% | +0.15% | -0.45% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.66% | — | +2.41% | |
| 11 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.64% | — | +2.33% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | — | +1.05% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.34% | — | +57.17% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.26% | — | +0.54% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.23% | — | +7.11% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.10% | -1.89% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.17% | — | +0.74% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.08% | — | -2.75% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.03% | — | -10.50% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.90% | — | +257.62% | |
| 21 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.78% | +0.06% | +1.06% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.09% | +2.29% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | -0.12% | +1.13% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.68% | — | +426.69% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.11% | +0.86% | |
| 26 | AMGN | Amgen INC | 股票-醫療保健 | 0.65% | — | +6.45% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | -0.17% | +0.90% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | — | +3.74% | |
| 29 | CAT | Caterpillar INC | 股票-工業 | 0.60% | +0.17% | -0.34% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.58% | — | +285.97% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.57% | — | +2.30% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | -0.29% | +8.94% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.53% | +0.11% | +5.25% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.53% | — | — | |
| 35 | FULT | Fulton Financial CORP | 股票-金融 | 0.52% | — | -14.71% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | +0.11% | +0.41% | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | +3.67% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | — | +28.82% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.50% | — | -18.95% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.49% | -0.14% | +4.20% | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.49% | — | +2.63% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | +4.22% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.47% | — | +6.51% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | — | +28.10% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.42% | -0.11% | +14.92% | |
| 46 | DE | Deere & Co | 股票-工業 | 0.42% | — | +0.34% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.22% | +0.02% | |
| 48 | MU | Micron Technology INC | 股票-科技 | 0.41% | +0.10% | -2.39% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | +1.01% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.41% | — | — |