CIK: 0000315014
申報總市值
—
僅顯示前 200 大持股（共 582 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 12.89% | — | -5.93% | |
| 2 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 4.83% | — | -2.24% | |
| 3 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.19% | — | -14.40% | |
| 4 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 2.22% | — | -0.37% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.10% | — | — | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.05% | — | +0.70% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | — | -1.82% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.63% | — | +0.03% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.57% | — | -1.95% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.47% | — | +3.17% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.12% | — | +414.55% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.01% | — | +83.88% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.94% | — | -3.44% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.87% | — | +2514.63% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.80% | — | +4.65% | |
| 16 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-其他 | 0.79% | — | — | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.69% | — | -1.29% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | — | -10.15% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | — | +1.92% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.68% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +2.26% | |
| 22 | NOW | Servicenow INC | 股票-科技 | 0.67% | — | +2.47% | |
| 23 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.66% | — | +2.04% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | — | +16.07% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | +1.23% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.62% | — | +0.47% | |
| 27 | INTU | Intuit INC | 股票-科技 | 0.61% | — | -0.42% | |
| 28 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.60% | — | -0.05% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | +8.95% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | — | -12.01% | |
| 31 | DXCM | Dexcom INC | 股票-醫療保健 | 0.55% | — | +0.25% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | +3.43% | |
| 33 | FICO | Fair Isaac CORP | 股票-科技 | 0.47% | — | +26.66% | |
| 34 | TOLZ | Proshares Glb Infrastructure | ETF-其他 | 0.47% | — | +88.31% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.46% | — | +4.59% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | — | -1.31% | |
| 37 | AMGN | Amgen INC | 股票-醫療保健 | 0.46% | — | +4.23% | |
| 38 | CTAS | Cintas CORP | 股票-工業 | 0.44% | — | -0.47% | |
| 39 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.41% | — | -0.85% | |
| 40 | AZO | Autozone INC | 股票-循環性消費 | 0.40% | — | -10.54% | |
| 41 | ZTS | Zoetis INC | 股票-醫療保健 | 0.39% | — | — | |
| 42 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.39% | — | +3.45% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.38% | — | — | |
| 44 | ROP | Roper Technologies INC | 股票-科技 | 0.38% | — | +0.07% | |
| 45 | DG | Dollar General CORP | 股票-非循環性消費 | 0.37% | — | +0.91% | |
| 46 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.37% | — | +381.36% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.36% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | +1.01% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.36% | — | -4.20% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.34% | — | +21.75% |