CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 1870 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 | 2.65% | — | — | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.51% | +1.83% | +8.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.66% | +16.76% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | +0.23% | +35.91% | |
| 5 | T | At&t INC | 股票-通訊服務 | 1.41% | — | +46.30% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | +0.43% | -45.75% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | — | -0.44% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.04% | — | +25.37% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.03% | — | +6.79% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.99% | — | +63.05% | |
| 11 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.97% | — | +22.78% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.14% | — | |
| 13 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.91% | +0.04% | +11.71% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | +23.46% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | -0.11% | +16.13% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工業 | 0.87% | — | +1.42% | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 0.84% | — | +12.71% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | -0.08% | +2.14% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.77% | — | +107.98% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | +0.07% | +11.93% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.11% | +28.16% | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.68% | — | +38.88% | |
| 23 | EPD | Enterprise Products Partners | 股票-能源 | 0.64% | — | +2.41% | |
| 24 | MO | Altria Group INC | 股票-非循環性消費 | 0.59% | — | — | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | -0.08% | -1.18% | |
| 26 | WMB | Williams Cos INC | 股票-能源 | 0.56% | — | +5.67% | |
| 27 | C | Citigroup Inc. | 股票-金融 | 0.53% | — | — | |
| 28 | WEP | Magellan Midstream Partners | 股票-其他 | 0.52% | — | +4.14% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | — | +212.15% | |
| 30 | AWK | American Water Works Co INC | 股票-公用事業 | 0.50% | — | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.21% | +127.28% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.49% | — | +318.02% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.48% | — | +1.91% | |
| 34 | ✓ | Proshares | 股票-其他 | 0.47% | — | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | -0.10% | +14.40% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +16.88% | |
| 37 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.46% | — | +12.37% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.45% | — | — | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | +15.31% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.43% | +0.04% | +8.66% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.41% | — | +12.23% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | -0.07% | -0.02% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | — | +13.24% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | -0.14% | +23.31% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | -0.06% | +32.16% | |
| 46 | ET | Energy Transfer LP | 股票-能源 | 0.38% | — | +106.45% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | — | +20.36% | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.37% | — | +34.82% | |
| 49 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.37% | — | +1.79% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.36% | — | +7.93% |