CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 3305 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 | 4.01% | — | +4.92% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.66% | +5.34% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.99% | -0.19% | -1.63% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | -0.14% | +17.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.71% | +0.20% | +9.92% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.67% | +0.43% | +0.45% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.33% | -0.15% | +7.42% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | +1.81% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | +0.23% | +3.29% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | +1.83% | -4.27% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | -0.18% | +6.18% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.11% | +21.88% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 0.81% | +0.07% | +9.77% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | — | +2.35% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.10% | +14.51% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | -0.08% | — | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | +0.58% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | +0.03% | +0.98% | |
| 19 | SIXH | Etc 6 Meridian Hedged Equity | ETF-其他 | 0.64% | — | -0.79% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | +4.85% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | — | +0.64% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | +17.72% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | -0.10% | +4.80% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | — | +3.13% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.59% | — | -6.73% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.08% | +8.70% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | — | +2.39% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | -0.14% | +2.53% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | +7.11% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.21% | +6.92% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | -0.08% | +3.91% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.54% | — | +1.07% | |
| 33 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.50% | — | +0.16% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +19.53% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | +1.86% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.48% | -0.08% | -4.41% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | +10.51% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.45% | — | +3.45% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | +6.78% | |
| 40 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | -0.08% | +7.36% | |
| 41 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.43% | — | — | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | +16.85% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | +0.06% | -0.14% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | -0.06% | +5.32% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | — | +6.15% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | -0.14% | +1.92% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.37% | — | +5.61% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.37% | — | +1.28% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.37% | — | +2.94% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | -0.11% | -2.85% |