CIK: 0000046392
申報總市值
US$3.2億
僅顯示前 200 大持股（共 767 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 | 6.19% | -0.50% | +6.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.89% | -0.31% | +3.10% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.55% | — | +200.86% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.61% | +2.96% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.93% | -0.28% | +8.83% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | +0.55% | +2.65% | |
| 7 | MA | Mastercard INC - A | 股票-金融 | 1.57% | -0.21% | +0.79% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | -0.29% | +23.02% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | — | -0.13% | |
| 10 | LMT | Lockheed Martin CORP | 股票-工業 | 1.24% | +0.22% | +0.19% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | +0.15% | +0.24% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.21% | — | +3.98% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.20% | — | -0.95% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.16% | — | -1.60% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.10% | -2.36% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.10% | -0.14% | +2.75% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.08% | — | +0.08% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.08% | — | +1.84% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 0.98% | — | -0.39% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.95% | -0.22% | — | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.87% | — | -6.01% | |
| 22 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.85% | +0.06% | +0.34% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 0.84% | — | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | +0.11% | +5.36% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.79% | — | -1.03% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | -0.12% | +1.02% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.09% | +9.59% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.74% | — | +12.59% | |
| 29 | PAVE | Global X US Infrastructure | ETF-其他 | 0.74% | +0.07% | +6.14% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | -1.48% | |
| 31 | SDHY | Pgim Shrt Durat Hi Yld | 股票-其他 | 0.73% | — | +193.09% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | -0.17% | +11.20% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.70% | — | -10.23% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.67% | -0.09% | +0.09% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.66% | — | -3.58% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.62% | — | +0.40% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.61% | +0.36% | +81.58% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.61% | +0.07% | +12.52% | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.58% | — | -2.01% | |
| 40 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.57% | — | +18.56% | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.57% | — | +45.44% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.57% | — | +8.44% | |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 0.56% | — | +14.52% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.56% | — | +0.13% | |
| 45 | CAT | Caterpillar INC | 股票-工業 | 0.56% | +0.17% | +9.49% | |
| 46 | ALL | Allstate CORP | 股票-金融 | 0.55% | — | — | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | -0.11% | +2.74% | |
| 48 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 0.49% | — | +63.80% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | -0.25% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | +0.26% | +29.87% |