CIK: 0000898413
申報總市值
US$15.3億
僅顯示前 200 大持股（共 221 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 | GUNR | Flexshares Global Upstream N | ETF-其他 | 6.93% | +0.64% | -3.16% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.56% | -0.31% | +0.77% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | -1.46% | -1.12% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.78% | — | +39.90% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.68% | -0.25% | +2.34% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.20% | — | -2.47% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.19% | +0.27% | -0.01% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | +0.57% | -2.10% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.76% | — | — | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.72% | — | -0.43% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.69% | — | -1.53% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.56% | +0.30% | -1.65% | |
| 13 | UTXZ | United Tech CORP | 股票-其他 | 1.54% | — | +1.98% | |
| 14 | PEP | Pepsico INC | 股票-非循環性消費 | 1.53% | — | -3.14% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.51% | — | -1.95% | |
| 16 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.47% | — | -0.64% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.36% | -0.08% | -2.17% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.29% | — | +2.26% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.28% | — | -1.92% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.21% | -0.16% | -1.62% | |
| 21 | UNP | Union Pacific CORP | 股票-工業 | 1.14% | — | -0.30% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.12% | — | +6.55% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 1.11% | — | -0.42% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.07% | — | +2.58% | |
| 25 | NBTB | N B T Bancorp INC | 股票-其他 | 1.03% | — | +0.10% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | -0.32% | +4.95% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 0.94% | -0.12% | -2.80% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.94% | +0.09% | -1.71% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | — | -0.87% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.90% | — | +2.30% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.89% | -0.15% | -3.17% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.86% | +0.06% | +4.37% | |
| 33 | TROW | T Rowe Price Group INC | 股票-金融 | 0.83% | — | -2.44% | |
| 34 | TGT | Target CORP | 股票-循環性消費 | 0.76% | — | -1.91% | |
| 35 | HON | Honeywell International INC | 股票-工業 | 0.74% | +0.05% | +3.48% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.05% | +4.48% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | — | +0.91% | |
| 38 | NFRA | Flexshares Stoxx Global Broa | ETF-其他 | 0.72% | — | +1.71% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.71% | — | +3.33% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.70% | — | -3.34% | |
| 41 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.69% | — | +7.67% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.69% | — | +3.35% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.68% | -0.06% | +5.03% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | -0.04% | +0.96% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | — | -1.03% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | +0.07% | +0.49% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.64% | — | -4.50% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事業 | 0.63% | +0.07% | +8.73% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.62% | +0.06% | -0.42% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | — | -7.35% |