CIK: 0000046392
申報總市值
US$3.2億
僅顯示前 200 大持股（共 822 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% | -0.50% | +7.33% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.93% | -0.31% | -0.36% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.94% | — | -3.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.61% | +3.71% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.94% | -0.28% | +7.34% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.87% | -0.29% | +5.72% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.71% | +0.55% | +10.32% | |
| 8 | MA | Mastercard INC - A | 股票-金融 | 1.64% | -0.21% | +4.24% | |
| 9 | PNC | Pnc Financial Services Group | 股票-金融 | 1.36% | — | +227.73% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | — | +2.12% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.10% | -2.82% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | +0.15% | +2.42% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.22% | -0.99% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工業 | 1.11% | +0.22% | +0.36% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.09% | -0.14% | -12.33% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.08% | — | -0.66% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.05% | — | -0.84% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.05% | — | -4.90% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.05% | — | -1.58% | |
| 20 | SDHY | Pgim Shrt Durat Hi Yld | 股票-其他 | 1.02% | — | +10.96% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.93% | — | -10.99% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | +0.11% | +2.92% | |
| 23 | PAVE | Global X US Infrastructure | ETF-其他 | 0.85% | +0.07% | +6.58% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.85% | — | -2.99% | |
| 25 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.83% | +0.07% | +4.85% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.09% | +2.82% | |
| 27 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.80% | — | -4.67% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.79% | — | +15.30% | |
| 29 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.79% | — | +16.92% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.78% | — | -0.01% | |
| 31 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.77% | +0.06% | -1.13% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | -0.17% | +19.24% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.12% | +10.75% | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.73% | — | -6.30% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | +1.17% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.70% | — | -1.99% | |
| 37 | NFLX | Netflix INC | 股票-通訊服務 | 0.66% | — | +15.06% | |
| 38 | CAT | Caterpillar INC | 股票-工業 | 0.65% | +0.17% | +16.14% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.63% | +0.36% | -1.69% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.62% | — | +4.21% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.61% | +0.26% | -2.13% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | -0.11% | +20.73% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.58% | — | -1.24% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | — | +1.92% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.54% | -0.11% | +38400.00% | |
| 46 | ALL | Allstate CORP | 股票-金融 | 0.53% | — | — | |
| 47 | GD | General Dynamics CORP | 股票-工業 | 0.53% | — | -1.93% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.53% | -0.09% | -0.23% | |
| 49 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 0.52% | — | -4.64% | |
| 50 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 0.52% | — | +3503.51% |