CIK: 0001050743
申報總市值
US$78.2億
僅顯示前 200 大持股（共 332 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 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.69% | — | +0.13% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 2.68% | +0.47% | +0.38% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.51% | -0.18% | +0.72% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.36% | -0.08% | +1.39% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.14% | -0.36% | +0.93% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.98% | +0.19% | -1.39% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.94% | — | +4.65% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.87% | +0.23% | +3.38% | |
| 9 | PEP | Pepsico INC | 股票-非循環性消費 | 1.87% | — | +1.53% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.82% | -0.09% | +0.05% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.70% | — | -0.25% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.62% | — | +12.47% | |
| 13 | BLKCHF | Blackrock INC | 股票-其他 | 1.61% | — | +1.01% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 1.52% | — | +0.98% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.43% | — | +0.55% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.59% | -0.42% | |
| 17 | PGC | Peapack Gladstone Finl CORP | 股票-其他 | 1.30% | — | +3.04% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.24% | — | +5.27% | |
| 19 | DD | DuPont de Nemours, Inc. | 股票-其他 | 1.21% | — | -0.54% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.19% | — | +1.60% | |
| 21 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.18% | +0.12% | +2.16% | |
| 22 | UTXZ | United Tech CORP | 股票-其他 | 1.18% | — | -1.41% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.18% | — | -17.18% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | -0.32% | +1.59% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.16% | -0.07% | -11.98% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 1.10% | — | -0.23% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.04% | — | -0.07% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | — | +2.52% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | — | +0.76% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.02% | — | +6.39% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.98% | — | +5.55% | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | 0.96% | — | -0.32% | |
| 33 | MMM | 3m Co | 股票-工業 | 0.94% | — | -1.28% | |
| 34 | VFC | Vf CORP | 股票-循環性消費 | 0.94% | — | +1.22% | |
| 35 | WM | Waste Management INC | 股票-工業 | 0.93% | — | -0.18% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.91% | +0.14% | -2.25% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.90% | — | +23.49% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.85% | — | +3.44% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.84% | — | -0.87% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.80% | -0.10% | +8.80% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.79% | — | -1.07% | |
| 42 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.79% | — | +0.52% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | +0.97% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | -0.11% | +2.01% | |
| 45 | BBTUSD | Bb&t CORP | 股票-其他 | 0.74% | — | +1.04% | |
| 46 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.73% | -0.05% | +0.26% | |
| 47 | SYY | Sysco CORP | 股票-非循環性消費 | 0.73% | — | +3.43% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.73% | -0.11% | -2.35% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事業 | 0.71% | +0.10% | -0.43% | |
| 50 | IP | International Paper Co | 股票-循環性消費 | 0.71% | — | +2.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International INC | +0.2% | +90.27% | 加碼 |
| 2 | INTC | Intel CORP | +0.2% | +1.60% | 加碼 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +23.49% | 加碼 |
| 4 | GIS | General Mills INC | +0.2% | +27.16% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | +0.72% | 加碼 |
| 6 | HD | Home Depot INC | +0.1% | +0.98% | 加碼 |
| 7 | PWR | Quanta Services INC | +0.1% | +210.15% | 加碼 |
| 8 | BLKCHF | Blackrock INC | +0.1% | +1.01% | 加碼 |
| 9 | UNP | Union Pacific CORP | +0.1% | +0.55% | 加碼 |
| 10 | VGK | Vanguard Ftse Europe ETF | +0.1% | +12.47% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.1% | -0.42% | 減碼 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | -0.07% | 減碼 |
| 13 | VFC | Vf CORP | +0.1% | +1.22% | 加碼 |
| 14 | QCOM | Qualcomm INC | +0.1% | -2.35% | 減碼 |
| 15 | BA | Boeing Co/the | +0.1% | -0.23% | 減碼 |
| 16 | CSCO | Cisco Systems INC | +0.1% | +7.63% | 加碼 |
| 17 | AMZN | Amazon.com INC | +0.1% | +3.03% | 加碼 |
| 18 | AAPL | Apple INC | +0.1% | +0.93% | 加碼 |
| 19 | WMT | Walmart INC | +0.1% | +9.62% | 加碼 |
| 20 | MLM | Martin Marietta Materials | +0.1% | +309.05% | 加碼 |
| 21 | PYPL | Paypal Holdings INC | +0.1% | -0.32% | 減碼 |
| 22 | LOW | Lowe's Cos INC | +0.1% | +0.26% | 加碼 |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +8.80% | 加碼 |
| 24 | SYY | Sysco CORP | +0.1% | +3.43% | 加碼 |
| 25 | CVX | Chevron CORP | +0.1% | +3.38% | 加碼 |
| 26 | VB | Vanguard Small-cap ETF | +0.1% | +4.65% | 加碼 |
| 27 | VO | Vanguard Mid-cap ETF | +0.1% | +5.27% | 加碼 |
| 28 | BAC | Bank Of America CORP | +0.1% | +4.31% | 加碼 |
| 29 | PEP | Pepsico INC | 0% | +1.53% | 加碼 |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | +1.59% | 加碼 |
| 31 | MCD | Mcdonald's CORP | 0% | +0.76% | 加碼 |
| 32 | COST | Costco Wholesale CORP | 0% | -2.25% | 減碼 |
| 33 | MMM | 3m Co | 0% | -1.28% | 減碼 |
| 34 | AVY | Avery Dennison CORP | 0% | -3.62% | 減碼 |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +1.39% | 加碼 |
| 36 | UTXZ | United Tech CORP | 0% | -1.41% | 減碼 |
| 37 | WM | Waste Management INC | 0% | -0.18% | 減碼 |
| 38 | ADP | Automatic Data Processing | 0% | +2.01% | 加碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.97% | 加碼 |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 0% | +0.13% | 加碼 |
| 41 | PGC | Peapack Gladstone Finl CORP | — | +3.04% | 加碼 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.05% | 加碼 |
| 43 | JNJ | Johnson & Johnson | 0% | -1.39% | 減碼 |
| 44 | MDY | State Street Spdr S&p Midcap | 0% | -0.25% | 減碼 |
| 45 | SLB | Slb LTD | -0.1% | -7.41% | 減碼 |
| 46 | CVS | Cvs Health CORP | -0.2% | -6.26% | 減碼 |
| 47 | MRK | Merck & Co. INC. | -0.2% | +2.16% | 加碼 |
| 48 | BSV | Vanguard Short-term Bond ETF | -0.4% | -17.18% | 減碼 |
| 49 | AEP | American Electric Power Company, Inc. | -0.9% | -36.68% | 減碼 |
| 50 | CERNCHF | Cerner CORP | — | EXIT | 清倉 |