CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股(共 2898 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 | 3.82% | — | +4.20% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.63% | -0.19% | -1.09% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.66% | +5.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.88% | +0.43% | +38.39% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.44% | -0.15% | +5.33% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.14% | -0.82% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | +1.83% | +12.41% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.23% | -10.36% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.96% | — | +0.15% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.83% | -0.08% | +0.90% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.10% | +5.08% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.80% | — | +4.92% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | +0.20% | -2.79% | |
| 14 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.75% | — | -0.23% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.11% | +3.39% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | -0.18% | +4.56% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.70% | — | -5.59% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | +1.08% | |
| 19 | SCL | Stepan Co | 股票-其他 | 0.69% | — | — | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | -0.06% | +10.21% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | +3.32% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | -0.07% | +0.82% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | +9.55% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | -0.10% | +0.10% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.14% | +2.76% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.60% | +0.07% | +10.60% | |
| 27 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.59% | +0.04% | +6.11% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | -0.35% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | -0.08% | +1.68% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.55% | — | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | +2.90% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.53% | — | +2.21% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | +11.42% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 0.52% | — | -6.44% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | +3.32% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.48% | — | +4.06% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.45% | — | +9.03% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.21% | +3.18% | |
| 39 | ARKK | Ark Innovation ETF | ETF-其他 | 0.43% | — | +6.18% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.43% | — | +4.64% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.42% | — | -8.08% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.41% | — | +12.19% | |
| 43 | BX | Blackstone INC | 股票-金融 | 0.41% | — | -3.02% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.41% | — | +3.75% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | +0.03% | -5.06% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | +0.06% | -1.28% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.40% | — | -1.28% | |
| 48 | TSLA | Tesla INC | 股票-循環性消費 | 0.39% | -0.08% | +11.91% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | — | +4.06% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.38% | — | +6.14% |