CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股(共 1649 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 | 2.90% | -0.08% | -7.97% | |
| 2 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 2.65% | — | -3.40% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 2.64% | +0.31% | +3.86% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | — | -9.94% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.36% | — | -0.13% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.11% | -0.01% | -7.40% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | +0.24% | -1.54% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.83% | — | +1.75% | |
| 9 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.56% | — | -1.81% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.50% | -0.15% | -3.99% | |
| 11 | PYPL | Paypal Holdings INC | 股票-金融 | 1.15% | — | -35.75% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.13% | -0.10% | -10.29% | |
| 13 | MTB | M & T Bank CORP | 股票-金融 | 1.06% | -0.53% | -0.14% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | -0.07% | -7.93% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | — | +4.12% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.02% | +0.03% | -0.21% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.11% | +2.19% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 0.97% | — | -0.72% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.95% | +0.21% | +9.29% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.94% | — | +6.50% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.65% | -3.58% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.90% | — | -6.04% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.87% | — | +16.21% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.81% | — | +3.73% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.80% | — | -17.21% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.79% | — | +0.48% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.77% | — | +7.85% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +0.50% | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.72% | +0.08% | +7.42% | |
| 30 | EBAY | Ebay INC | 股票-循環性消費 | 0.71% | — | -35.95% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.69% | — | +2.81% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | -0.02% | +12.38% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.66% | — | -5.58% | |
| 34 | MMM | 3m Co | 股票-工業 | 0.63% | — | -1.22% | |
| 35 | HEZU | Ishares Currency Hedged Msci | ETF-其他 | 0.63% | — | +29.06% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | — | -5.20% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.59% | — | -12.13% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | — | -0.37% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.58% | — | -12.78% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.56% | — | +7.52% | |
| 41 | MO | Altria Group INC | 股票-非循環性消費 | 0.56% | — | +1.37% | |
| 42 | VFH | Vanguard Financials ETF | ETF-其他 | 0.54% | — | +5.66% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.54% | +0.10% | -1.04% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.53% | +0.15% | -14.78% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | +5.17% | |
| 46 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.52% | — | +15.86% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.51% | — | +0.15% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | -0.05% | -7.32% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.50% | — | +0.83% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.48% | — | +4.68% |