CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 1480 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.22% | +0.43% | +161.69% | |
| 2 | AAPL | Apple INC | 股票-科技 | 1.71% | — | -14.72% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | +0.23% | +8.95% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | +1.83% | -97.72% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工業 | 1.33% | — | -1.58% | |
| 6 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.08% | — | +22.35% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.66% | +6.23% | |
| 8 | VOD | Vodafone Group Public Limited Company | 股票-通訊服務 | 1.06% | — | -98.93% | |
| 9 | EPD | Enterprise Products Partners | 股票-能源 | 1.04% | — | +2.76% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.04% | — | +10.52% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | +9.24% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.21% | +19.33% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.84% | — | +11.31% | |
| 14 | T | At&t INC | 股票-通訊服務 | 0.84% | — | +33.83% | |
| 15 | WEP | Magellan Midstream Partners | 股票-其他 | 0.81% | — | +0.57% | |
| 16 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.81% | — | +1.99% | |
| 17 | QCOM | Qualcomm INC | 股票-科技 | 0.80% | -0.07% | +24.36% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | -0.11% | -4.10% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.11% | +14.68% | |
| 20 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.73% | — | +11.63% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.68% | — | +6.49% | |
| 22 | GOOG | Alphabet A | 股票-通訊服務 | 0.68% | — | +41.68% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 0.65% | — | +2.87% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.64% | +0.07% | +8.18% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.62% | — | +4.95% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | -0.08% | +11.44% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.08% | +17.49% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | — | +40.98% | |
| 29 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.57% | — | +43.45% | |
| 30 | ET | Energy Transfer LP | 股票-能源 | 0.56% | — | -0.58% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.14% | +5.47% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.51% | — | +2.07% | |
| 33 | FDX | Fedex CORP | 股票-工業 | 0.49% | — | -5.68% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.49% | +0.04% | +25.08% | |
| 35 | MO | Altria Group INC | 股票-非循環性消費 | 0.48% | — | +61.98% | |
| 36 | OKE | Oneok INC | 股票-能源 | 0.48% | — | +0.86% | |
| 37 | ✓ | Tesoro Logistics LP | 股票-其他 | 0.47% | — | +9.33% | |
| 38 | AWK | American Water Works Co INC | 股票-公用事業 | 0.47% | — | +2.48% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.46% | — | -33.33% | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.46% | — | +3.90% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.46% | — | +5.44% | |
| 42 | WMB | Williams Cos INC | 股票-能源 | 0.45% | — | +25.82% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | +98.06% | |
| 44 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.44% | — | +28.61% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.42% | — | -99.06% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.40% | — | -98.94% | |
| 47 | EP-PC | El Paso Energy Capital Trust I PFD CV TR SECS | 股票-其他 | 0.40% | — | +0.07% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.40% | — | +8.05% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | -20.01% | |
| 50 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.39% | — | +8.13% |