CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股(共 2148 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.73% | -0.08% | +50528.99% | |
| 2 | EBAY | Ebay INC | 股票-循環性消費 | 3.57% | — | +101152.62% | |
| 3 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 3.31% | — | +3053.77% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.86% | +0.31% | +480.39% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.68% | — | +3740.33% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.38% | — | +137.51% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.90% | +0.24% | +410.80% | |
| 8 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.88% | — | +1052.85% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.86% | -0.01% | +810.47% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.47% | -0.15% | +347.13% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.44% | — | +19106.83% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.43% | — | +372.64% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.26% | -0.10% | +932.28% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.16% | +0.15% | +1090.26% | |
| 15 | MTB | M & T Bank CORP | 股票-金融 | 1.13% | -0.53% | +2.40% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.10% | +0.21% | +276.59% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.98% | +0.03% | +450.51% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | -0.07% | +1302.81% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.95% | — | +228477.75% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.92% | — | +199.66% | |
| 21 | PEP | Pepsico INC | 股票-非循環性消費 | 0.90% | — | +295.79% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.11% | +425.53% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | -0.05% | +191.72% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.75% | — | +3962.95% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.69% | — | +452.89% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.67% | — | +422.00% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.66% | — | +308.71% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.65% | +362.91% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.66% | — | +1985.94% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 0.60% | — | +264.15% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | — | +291.01% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | — | +273.15% | |
| 33 | SLB | Slb LTD | 股票-能源 | 0.57% | — | +264.40% | |
| 34 | UTXZ | United Tech CORP | 股票-其他 | 0.57% | — | +531.90% | |
| 35 | MMM | 3m Co | 股票-工業 | 0.56% | — | +261.17% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | — | +453.49% | |
| 37 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | +218.85% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.52% | — | +3106.24% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.51% | — | +274.68% | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.51% | +0.10% | +3920.00% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.50% | — | +309.87% | |
| 42 | T | At&t INC | 股票-通訊服務 | 0.49% | +0.08% | +205.58% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.47% | — | +8629.36% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | +4226.26% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | -0.11% | +720.90% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.45% | — | +22619.38% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.45% | — | +3511.33% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.43% | — | +24739.67% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.42% | — | +2906.09% | |
| 50 | MO | Altria Group INC | 股票-非循環性消費 | 0.42% | — | +300.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +3.7% | +50528.99% | 加碼 |
| 2 | EBAY | Ebay INC | +3.6% | +101152.62% | 加碼 |
| 3 | DUK | Du Pont E I De Nemour&Co | +2.7% | +3053.77% | 加碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | +2.2% | +3740.33% | 加碼 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +1.4% | +19106.83% | 加碼 |
| 6 | IVE | Ishares S&p 500 Value ETF | +1% | +228477.75% | 加碼 |
| 7 | MRK | Merck & Co. INC. | +0.8% | +1052.85% | 加碼 |
| 8 | SCZ | Ishares Msci Eafe Small-cap | +0.6% | +3962.95% | 加碼 |
| 9 | IWF | Ishares Russell 1000 Growth | +0.5% | +810.47% | 加碼 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.5% | +1302.81% | 加碼 |
| 11 | IWP | Ishares Russell Mid-cap Grow | +0.5% | +1985.94% | 加碼 |
| 12 | COP | Conocophillips | +0.4% | +1090.26% | 加碼 |
| 13 | DVY | Ishares Select Dividend ETF | +0.4% | +22619.38% | 加碼 |
| 14 | PSX | Phillips 66 | +0.4% | +3920.00% | 加碼 |
| 15 | IWR | Ishares Russell Mid-cap ETF | +0.4% | +8629.36% | 加碼 |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | +0.4% | +24739.67% | 加碼 |
| 17 | TIP | Ishares Tips Bond ETF | +0.4% | +3106.24% | 加碼 |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +4226.26% | 加碼 |
| 19 | EFV | Ishares Msci Eafe Value ETF | +0.4% | +27891.40% | 加碼 |
| 20 | EFG | Ishares Msci Eafe Growth ETF | +0.4% | +3511.33% | 加碼 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.4% | +5020.67% | 加碼 |
| 22 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +2906.09% | 加碼 |
| 23 | EEM | Ishares Msci Emerging Market | +0.3% | +6864.62% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +932.28% | 加碼 |
| 25 | QCOM | Qualcomm INC | +0.1% | +720.90% | 加碼 |
| 26 | UTXZ | United Tech CORP | -0.1% | +531.90% | 加碼 |
| 27 | CSCO | Cisco Systems INC | -0.1% | +453.49% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | +425.53% | 加碼 |
| 29 | KO | Coca-cola Co/the | -0.2% | +452.89% | 加碼 |
| 30 | MSFT | Microsoft CORP | -0.2% | +362.91% | 加碼 |
| 31 | IWD | Ishares Russell 1000 Value E | -0.2% | +450.51% | 加碼 |
| 32 | IWO | Ishares Russell 2000 Growth | -0.2% | +422.00% | 加碼 |
| 33 | INTC | Intel CORP | -0.3% | +274.68% | 加碼 |
| 34 | BMY | Bristol-myers Squibb Co | -0.3% | +291.01% | 加碼 |
| 35 | IWN | Ishares Russell 2000 Value E | -0.4% | +309.87% | 加碼 |
| 36 | PFE | Pfizer INC | -0.4% | +308.71% | 加碼 |
| 37 | WFC | Wells Fargo & Co | -0.5% | +273.15% | 加碼 |
| 38 | MMM | 3m Co | -0.5% | +261.17% | 加碼 |
| 39 | PM | Philip Morris International | -0.5% | +264.15% | 加碼 |
| 40 | JNJ | Johnson & Johnson | -0.5% | +410.80% | 加碼 |
| 41 | AAPL | Apple INC | -0.5% | +347.13% | 加碼 |
| 42 | VZ | Verizon Communications INC | -0.5% | +218.85% | 加碼 |
| 43 | PEP | Pepsico INC | -0.6% | +295.79% | 加碼 |
| 44 | AEP | American Electric Power Company, Inc. | -0.6% | +372.64% | 加碼 |
| 45 | SLB | Slb LTD | -0.6% | +264.40% | 加碼 |
| 46 | XOM | Exxon Mobil CORP | -0.8% | +480.39% | 加碼 |
| 47 | IBM | Intl Business Machines CORP | -0.9% | +191.72% | 加碼 |
| 48 | CVX | Chevron CORP | -1% | +276.59% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | -1% | +199.66% | 加碼 |
| 50 | EFA | Ishares Msci Eafe ETF | -4.7% | +137.51% | 加碼 |