CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1213 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 8.19% | — | +3.72% | |
| 2 | MTB | M & T Bank CORP | 股票-金融 | 7.03% | -0.53% | -0.40% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.55% | +0.31% | -2.80% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.34% | +0.24% | -1.55% | |
| 5 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 2.09% | — | -2.50% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.99% | +0.21% | -1.77% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.98% | — | -4.23% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.82% | -0.15% | -1.38% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.80% | -0.05% | -9.69% | |
| 10 | PEP | Pepsico INC | 股票-非循環性消費 | 1.47% | — | -1.80% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.41% | +0.03% | -2.31% | |
| 12 | PFE | Pfizer INC | 股票-醫療保健 | 1.39% | — | -0.79% | |
| 13 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.31% | — | -1.71% | |
| 14 | PM | Philip Morris International | 股票-非循環性消費 | 1.17% | — | -0.88% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | -0.10% | +5.27% | |
| 16 | SLB | Slb LTD | 股票-能源 | 1.08% | — | -3.94% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.07% | — | -1.80% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.11% | -0.50% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.06% | — | -3.20% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.06% | — | +7.67% | |
| 21 | T | At&t INC | 股票-通訊服務 | 1.03% | +0.08% | -1.72% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | -0.01% | +5.07% | |
| 23 | MMM | 3m Co | 股票-工業 | 0.98% | — | -2.65% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.95% | — | -2.10% | |
| 25 | GOOG | Alphabet A | 股票-通訊服務 | 0.86% | — | +0.45% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.65% | -2.18% | |
| 27 | AXP | American Express Company | 股票-金融 | 0.82% | — | -3.14% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.80% | — | -1.89% | |
| 29 | COP | Conocophillips | 股票-能源 | 0.79% | +0.15% | +0.35% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.78% | — | +8.78% | |
| 31 | UTXZ | United Tech CORP | 股票-其他 | 0.73% | — | -1.14% | |
| 32 | AMGN | Amgen INC | 股票-醫療保健 | 0.70% | — | -0.68% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.70% | — | +40.59% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.68% | — | -1.74% | |
| 35 | TROW | T Rowe Price Group INC | 股票-金融 | 0.65% | — | +0.18% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.65% | — | -9.49% | |
| 37 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.63% | — | +0.79% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.61% | — | +42.72% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.60% | — | +0.04% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.56% | — | -0.67% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | — | -1.18% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.51% | — | +0.32% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | -1.75% | |
| 44 | EMR | Emerson Electric Co | 股票-工業 | 0.49% | — | -3.03% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | -0.11% | -12.52% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +5.78% | |
| 47 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.45% | — | -3.40% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.45% | — | -3.73% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | -6.87% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | -0.10% | -1.71% |