CIK: 0000746504
申報總市值
US$14.9億
僅顯示前 200 大持股（共 739 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.17% | — | -1.19% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.99% | — | -8.39% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.90% | — | -10.96% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.81% | — | -0.47% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.04% | — | — | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.01% | — | +1266.46% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.98% | — | — | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.91% | — | +24.63% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.88% | — | -34.18% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.82% | — | -15.64% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.77% | — | -3.02% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.69% | — | +252.31% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | — | -5.40% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.09% | — | +117.73% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | — | -5.58% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.05% | — | — | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.00% | — | -0.43% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.90% | — | -19.94% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.90% | — | -11.89% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.83% | — | +5.25% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.82% | — | +155.43% | |
| 22 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.81% | — | +17.49% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.80% | — | +19.09% | |
| 24 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.79% | — | -18.65% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | — | -0.32% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.74% | — | +1696.91% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.72% | — | +9.82% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.71% | — | +17.18% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.65% | — | -8.95% | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.65% | — | -6.75% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.64% | — | -1.73% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | +20.94% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | — | -4.92% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | -1.78% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.57% | — | +432.90% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.50% | — | -5.89% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.49% | — | -15.00% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.49% | — | +3.46% | |
| 39 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.48% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | -10.28% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | -15.18% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | -37.48% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.45% | — | -21.11% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | — | +10.41% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.42% | — | +55.35% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.42% | — | +4.68% | |
| 47 | T | At&t INC | 股票-通訊服務 | 0.41% | — | -9.77% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.41% | — | -6.66% | |
| 49 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.41% | — | +4.94% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.40% | — | -24.97% |