CIK: 0000821197
申報總市值
US$123.7億
僅顯示前 200 大持股（共 601 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.30% | -0.38% | -0.92% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 5.11% | -0.15% | +0.02% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.16% | -0.19% | -4.08% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.76% | -0.37% | -7.74% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.72% | +1.71% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.80% | -0.16% | +2.32% | |
| 7 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.72% | — | +0.34% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.68% | +0.07% | +1.77% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.57% | -0.35% | +5.08% | |
| 10 | ZTS | Zoetis INC | 股票-醫療保健 | 1.56% | — | -0.01% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.55% | +0.06% | +2.08% | |
| 12 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.55% | — | +0.94% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.51% | -0.14% | -1.56% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.45% | — | +3.71% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 1.36% | -0.20% | -1.21% | |
| 16 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 1.36% | — | +2.63% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.23% | -0.09% | +3.63% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.22% | +0.11% | +2.96% | |
| 19 | CSL | Carlisle Cos INC | 股票-工業 | 1.22% | — | +0.22% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.22% | — | -6.60% | |
| 21 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.14% | — | +6.57% | |
| 22 | AMT | American Tower CORP | 股票-房地產 | 1.13% | — | +48.90% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.08% | — | -0.87% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | +0.10% | -1.29% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.05% | — | -1.01% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.05% | — | -0.75% | |
| 27 | SPGI | S&p Global INC | 股票-金融 | 1.04% | -0.09% | -2.76% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.23% | +0.73% | |
| 29 | FIS | Fidelity National Info Serv | 股票-科技 | 1.02% | — | +0.91% | |
| 30 | HUBB | Hubbell INC | 股票-工業 | 0.99% | — | -10.93% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.96% | — | +3.25% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.96% | — | +0.07% | |
| 33 | PCAR | Paccar INC | 股票-工業 | 0.93% | — | +1.42% | |
| 34 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.92% | — | +36.38% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事業 | 0.87% | — | -22.95% | |
| 36 | WM | Waste Management INC | 股票-工業 | 0.85% | — | +4.04% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.84% | — | -1.07% | |
| 38 | FHB | First Hawaiian INC | 股票-其他 | 0.83% | — | +4.19% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | — | -0.60% | |
| 40 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.81% | — | +1.71% | |
| 41 | XYL | Xylem INC | 股票-工業 | 0.80% | — | +4.79% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.80% | — | -0.73% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | — | -4.01% | |
| 44 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.72% | -0.08% | — | |
| 45 | ALC | Alcon Inc. | 股票-醫療保健 | 0.69% | — | -2.84% | |
| 46 | FRTEUR | Federal Realty Invs Trust | 股票-其他 | 0.69% | — | +1.23% | |
| 47 | ✓ | Iberiabank CORP | 股票-其他 | 0.68% | — | +3.17% | |
| 48 | UL | Unilever PLC | 股票-非循環性消費 | 0.67% | — | +63.05% | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.64% | -0.13% | +18.34% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.64% | — | -1.35% |