CIK: 0001144492
申報總市值
US$29.3億
僅顯示前 200 大持股（共 224 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 61.28% | +10.17% | — | |
| 2 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 13.40% | -13.28% | EXIT | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 6.33% | +1.00% | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | +0.12% | +1.32% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.08% | -0.66% | EXIT | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.10% | +1.81% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.01% | +0.07% | +1.23% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.84% | +0.12% | +0.11% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | +0.06% | -0.10% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.58% | -0.59% | EXIT | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | +0.02% | +1.98% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.46% | +0.30% | +54.26% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | — | +1.12% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 0.39% | +0.04% | -2.66% | |
| 15 | TSLA | Tesla INC | 股票-循環性消費 | 0.29% | -0.01% | +0.57% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.03% | -1.46% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.26% | +0.23% | +110.98% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.21% | -0.44% | EXIT | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.20% | +0.01% | +6.09% | |
| 20 | WMT | Walmart INC | 股票-非循環性消費 | 0.19% | — | -2.75% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.16% | — | +0.34% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.16% | -0.01% | +6.15% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.15% | — | +1.87% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.15% | +0.06% | +5.25% | |
| 25 | NFLX | Netflix INC | 股票-通訊服務 | 0.15% | — | +3.41% | |
| 26 | GE | General Electric | 股票-工業 | 0.13% | -0.04% | +0.66% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.13% | — | -5.65% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | — | +0.41% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.12% | — | -1.39% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.12% | — | -3.61% | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.12% | -0.03% | +6.27% | |
| 32 | LIN | Linde plc | 股票-原物料 | 0.11% | — | -7.43% | |
| 33 | C | Citigroup INC | 股票-金融 | 0.11% | — | +1.99% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | — | +24.53% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.11% | — | +3.68% | |
| 36 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.11% | — | +1.28% | |
| 37 | BLK | Blackrock INC | 股票-金融 | 0.10% | — | +0.30% | |
| 38 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.10% | — | +3.49% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.10% | — | -12.10% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.09% | -0.08% | -5.00% | |
| 41 | ANET | Arista Networks INC | 股票-科技 | 0.09% | — | -18.02% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.09% | — | +0.89% | |
| 43 | WELL | Welltower INC | 股票-房地產 | 0.09% | — | +3.47% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.09% | — | +0.17% | |
| 45 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.09% | -0.02% | +0.20% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.09% | — | +35.23% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.09% | — | +0.37% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.09% | +0.06% | -4.77% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.09% | — | +5.30% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.08% | -0.02% | -19.08% |