CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 2111 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 | 2.51% | — | -3.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.09% | +0.43% | +52.64% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | -0.66% | -4.24% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | +1.83% | -0.26% | |
| 5 | T | At&t INC | 股票-通訊服務 | 1.28% | — | +4.04% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | +0.23% | -6.19% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.04% | -0.08% | +4.79% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.14% | +0.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.11% | +20452.45% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.90% | — | +2.00% | |
| 11 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.89% | — | +2.79% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工業 | 0.82% | — | +2.40% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | — | -14.00% | |
| 14 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.74% | +0.04% | -9.08% | |
| 15 | INTC | Intel CORP | 股票-科技 | 0.70% | — | +11.85% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +2.66% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.68% | — | -20.84% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.14% | +2.27% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.65% | — | +6.29% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.64% | — | -3.04% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 0.63% | — | -15.67% | |
| 22 | AMGN | Amgen INC | 股票-醫療保健 | 0.62% | — | +9.25% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.62% | +0.07% | +1.29% | |
| 24 | PNC | Pnc Financial Services Group | 股票-金融 | 0.61% | — | +0.33% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.21% | -2.03% | |
| 26 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.57% | — | — | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | — | -0.42% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.55% | — | -19.91% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | -0.18% | +5.33% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.55% | — | +9.86% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | — | -0.87% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.54% | — | +27.48% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.53% | — | +3.07% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | -25.98% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.50% | -0.15% | -1.90% | |
| 36 | MO | Altria Group INC | 股票-非循環性消費 | 0.50% | — | +5.54% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | -0.10% | -0.39% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.48% | — | +2.90% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | +5.29% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | +0.20% | -4.75% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | -3.98% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.42% | -0.19% | -6.22% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.40% | — | +0.25% | |
| 44 | WEP | Magellan Midstream Partners | 股票-其他 | 0.39% | — | -1.31% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | -0.08% | +10.14% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.39% | — | -11.14% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | — | -31.51% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | -0.61% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.38% | — | +6.84% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | -0.11% | -17.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.9% | +20452.45% | 加碼 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.1% | +111.56% | 加碼 |
| 3 | VT | Vanguard Tot World Stk ETF | +0.1% | +785.30% | 加碼 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +73.72% | 加碼 |
| 5 | INTC | Intel CORP | +0.1% | +11.85% | 加碼 |
| 6 | SCL | Stepan Co | +0.1% | +112.93% | 加碼 |
| 7 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +27.48% | 加碼 |
| 8 | OUT | OUTFRONT Media Inc. | +0.1% | +68.24% | 加碼 |
| 9 | GILD | Gilead Sciences INC | +0.1% | +30.00% | 加碼 |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +59.57% | 加碼 |
| 11 | ACWI | Ishares Msci Acwi ETF | +0.1% | +403.83% | 加碼 |
| 12 | AMGN | Amgen INC | +0.1% | +9.25% | 加碼 |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | -3.04% | 減碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +2.27% | 加碼 |
| 15 | XLF | Ss Financial Select Sector | +0.1% | +22.20% | 加碼 |
| 16 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +32.89% | 加碼 |
| 17 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +30.42% | 加碼 |
| 18 | SLB | Slb LTD | +0.1% | +28.92% | 加碼 |
| 19 | ✓ | Claymore Exchange Trd Fd Tr | +0.1% | +65.64% | 加碼 |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +4.79% | 加碼 |
| 21 | UPS | United Parcel Service-cl B | +0.1% | +2.40% | 加碼 |
| 22 | SCHF | Schwab Intl Equity ETF | +0.1% | +9.86% | 加碼 |
| 23 | ABBV | Abbvie INC | +0.1% | -3.98% | 減碼 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +13.69% | 加碼 |
| 25 | T | At&t INC | 0% | +4.04% | 加碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.91% | 加碼 |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +5.33% | 加碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +52.64% | 加碼 |
| 29 | AAPL | Apple INC | 0% | -3.97% | 減碼 |
| 30 | MDT | Medtronic plc | -0.1% | -29.58% | 減碼 |
| 31 | MET | Metlife INC | -0.1% | -29.14% | 減碼 |
| 32 | UTXZ | United Tech CORP | -0.1% | -19.52% | 減碼 |
| 33 | DY | Dycom Industries INC | -0.1% | -38.86% | 減碼 |
| 34 | FDX | Fedex CORP | -0.1% | -20.26% | 減碼 |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | -21.15% | 減碼 |
| 36 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -74.71% | 減碼 |
| 37 | QCOM | Qualcomm INC | -0.1% | -12.44% | 減碼 |
| 38 | IEUR | Ishares Core Msci Europe ETF | -0.1% | -82.41% | 減碼 |
| 39 | IBM | Intl Business Machines CORP | -0.1% | -17.31% | 減碼 |
| 40 | PFE | Pfizer INC | -0.1% | -19.91% | 減碼 |
| 41 | TWXCHF | Time Warner INC | -0.1% | -60.71% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -14.00% | 減碼 |
| 43 | HD | Home Depot INC | -0.2% | -25.98% | 減碼 |
| 44 | SNI | Scripps Networks Inter-cl A | -0.2% | -99.08% | 減碼 |
| 45 | AEP | American Electric Power Company, Inc. | -0.3% | -20.84% | 減碼 |
| 46 | DD | DuPont de Nemours, Inc. | — | NEW | 新建倉 |
| 47 | DOW | Dow Chem Co | — | EXIT | 清倉 |
| 48 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 清倉 |
| 49 | REYN | Reynolds Consumer Products Inc. | — | EXIT | 清倉 |
| 50 | ANDX | Andeavor Logistics LP | — | NEW | 新建倉 |