CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 3350 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 | 4.02% | — | +1.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.66% | +4.65% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.82% | -0.19% | -0.10% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.76% | +0.20% | +3.36% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | +0.43% | +41.61% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | -0.14% | -1.07% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.43% | -0.15% | +1.73% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.31% | — | +3.58% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | +1.83% | +1.86% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.18% | +3.95% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.23% | +1.04% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.11% | +1.04% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | — | +2.55% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | -0.08% | +5.76% | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 0.74% | +0.07% | +1.62% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.10% | -6.56% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | +0.03% | +9.59% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | — | +19.04% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | -0.10% | +6.88% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +43.07% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.63% | — | +9.51% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | +0.89% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | — | +5.78% | |
| 24 | SIXH | Etc 6 Meridian Hedged Equity | ETF-其他 | 0.60% | — | +0.66% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.08% | +0.89% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | — | -2.47% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.08% | +0.71% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.57% | — | +2.28% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | -4.19% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | -3.46% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | -0.08% | +2.90% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | -0.14% | -5.19% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.51% | — | +9.99% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.51% | — | +0.05% | |
| 35 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.46% | — | +5.56% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.46% | — | +1.66% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | -4.59% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | +0.06% | +21.93% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.21% | -0.88% | |
| 40 | TSLA | Tesla INC | 股票-循環性消費 | 0.43% | -0.08% | +12.09% | |
| 41 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.42% | — | -0.65% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | -0.14% | +22.37% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.40% | — | -0.17% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | -0.11% | +7.11% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.39% | — | +10.53% | |
| 46 | BX | Blackstone INC | 股票-金融 | 0.39% | — | +1.83% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | -0.07% | +4.47% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.38% | — | +21.86% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.07% | +5.98% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | -2.09% |