CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1590 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 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 2.73% | — | -5.97% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.69% | -0.01% | +33.53% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.68% | — | -1.21% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.16% | -0.08% | -4.68% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.11% | +0.31% | -7.11% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.93% | +0.24% | -6.89% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.68% | — | +15.50% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.66% | — | -1.99% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.63% | -0.15% | -3.74% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.62% | +0.03% | +28.40% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.48% | -0.02% | +20.47% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.47% | — | -1.84% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.21% | -0.10% | -3.90% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.11% | -7.04% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.17% | -0.07% | -2.41% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | -0.65% | +17.83% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | +0.16% | +36.59% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.13% | — | -1.45% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.12% | -0.53% | -0.12% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.10% | — | +4.68% | |
| 21 | PYPL | Paypal Holdings INC | 股票-金融 | 1.00% | — | -39.23% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.98% | — | +3.68% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.93% | +0.21% | -0.50% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.92% | — | -14.33% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 0.89% | — | -2.02% | |
| 26 | T | At&t INC | 股票-通訊服務 | 0.85% | +0.08% | +0.17% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | — | -4.06% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.84% | — | +5.37% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | — | -0.84% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.80% | — | +9.75% | |
| 31 | EBAY | Ebay INC | 股票-循環性消費 | 0.78% | — | -39.26% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.76% | — | +0.21% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | — | -6.42% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.75% | — | +8.73% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.69% | +0.03% | +43.82% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.65% | — | -1.04% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.60% | — | -3.29% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | — | -8.60% | |
| 39 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.58% | — | +11.12% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.57% | — | -1.95% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.56% | — | +3.91% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.52% | — | +9.67% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.52% | +0.15% | -4.93% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.50% | — | -3.87% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | -0.39% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.49% | — | -8.48% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | -0.05% | -3.96% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.48% | — | -5.55% | |
| 49 | VFH | Vanguard Financials ETF | ETF-其他 | 0.47% | — | +0.40% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.46% | — | -3.07% |