CIK: 0000943442
申報總市值
US$8.2億
僅顯示前 200 大持股（共 212 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 | MSFT | Microsoft CORP | 股票-科技 | 4.50% | -0.28% | -0.00% | |
| 2 | OBT | Orange County Bancorp INC | 股票-其他 | 3.78% | +0.34% | +0.62% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.52% | -0.02% | +6.93% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.93% | — | -7.65% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.65% | — | -6.90% | |
| 6 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 2.64% | -0.79% | — | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.61% | +0.93% | +1.42% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.48% | -0.25% | +19.27% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.32% | -0.15% | -0.45% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.26% | — | -1.12% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.95% | +0.10% | +5454.72% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.91% | +0.99% | +3.69% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.85% | — | -2.52% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.80% | +0.13% | +1.32% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.79% | — | -2.67% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.72% | +0.02% | +104.85% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.02% | +2.37% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.45% | — | +21.38% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.43% | — | -6.28% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.46% | +2.58% | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 1.27% | -0.17% | -2.44% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 1.24% | -0.14% | -1.74% | |
| 23 | ADBE | Adobe INC | 股票-科技 | 1.17% | — | -2.14% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 1.16% | -0.78% | +3.37% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.11% | — | +84.51% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.09% | +0.01% | +4.66% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.03% | — | +4.42% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.03% | -0.01% | -1.26% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 1.00% | +0.62% | +3.16% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.99% | — | +1.14% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.94% | +0.10% | -1.50% | |
| 32 | CSX | Csx CORP | 股票-工業 | 0.90% | — | -1.50% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | — | +2.04% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.87% | +0.24% | +6.09% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.83% | — | -0.58% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.82% | -0.20% | +31.32% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.80% | +0.03% | +3.82% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.78% | — | +95.92% | |
| 39 | WBS | Webster Financial CORP | 股票-金融 | 0.77% | — | +97.11% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.72% | — | -6.42% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.71% | +0.08% | +10.90% | |
| 42 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.69% | — | +37.22% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.69% | +0.01% | +3.59% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.68% | +0.07% | +3.43% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.67% | +1.25% | +24.72% | |
| 46 | WY | Weyerhaeuser Co | 股票-房地產 | 0.66% | -0.29% | EXIT | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.13% | +23.50% | |
| 48 | DG | Dollar General CORP | 股票-非循環性消費 | 0.66% | — | -10.82% | |
| 49 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.65% | — | +39.83% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.63% | -0.01% | +33.27% |