CIK: 0000315014
申報總市值
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僅顯示前 200 大持股（共 606 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 | 12.16% | — | -4.09% | |
| 2 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 4.61% | — | +52.65% | |
| 3 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 4.36% | — | +0.26% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | — | +3.23% | |
| 5 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.34% | — | +0.51% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.14% | — | -4.30% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.06% | — | — | |
| 8 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 2.06% | — | -0.54% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.69% | — | -0.34% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.52% | — | -3.26% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.46% | — | +0.57% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.42% | — | -1.13% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.37% | — | -0.46% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.98% | — | -1.80% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.97% | — | +0.57% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | — | -2.43% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | +71.08% | |
| 18 | NOW | Servicenow INC | 股票-科技 | 0.76% | — | -4.80% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | — | -8.22% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | +4.00% | |
| 21 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.65% | — | -1.54% | |
| 22 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.64% | — | -4.51% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.63% | — | — | |
| 24 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.63% | — | -3.48% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.62% | — | +3.41% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | -9.46% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.56% | — | -0.30% | |
| 28 | INTU | Intuit INC | 股票-科技 | 0.55% | — | -9.13% | |
| 29 | FICO | Fair Isaac CORP | 股票-科技 | 0.54% | — | -0.97% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -3.00% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.52% | — | -2.85% | |
| 32 | DXCM | Dexcom INC | 股票-醫療保健 | 0.51% | — | -2.01% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | — | +10.82% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | — | -0.59% | |
| 35 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.46% | — | +5.37% | |
| 36 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.42% | — | +1.66% | |
| 37 | CTAS | Cintas CORP | 股票-工業 | 0.40% | — | -5.20% | |
| 38 | ZTS | Zoetis INC | 股票-醫療保健 | 0.39% | — | -3.17% | |
| 39 | CSGP | Costar Group INC | 股票-房地產 | 0.38% | — | +49.30% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | -2.28% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.35% | — | -7.80% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.34% | — | -0.08% | |
| 43 | SPGI | S&p Global INC | 股票-金融 | 0.33% | — | +29.61% | |
| 44 | SHOP | Shopify INC - Class A | 股票-科技 | 0.32% | — | -10.27% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.32% | — | -10.03% | |
| 46 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.31% | — | +8.62% | |
| 47 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | — | +5.87% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | — | -0.04% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.31% | — | +10.66% | |
| 50 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.31% | — | +24.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CWI | State Street Spdr Msci Acwi | +1.5% | +52.65% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.4% | -3.26% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.4% | +3.23% | 加碼 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +71.08% | 加碼 |
| 5 | AMZN | Amazon.com INC | +0.2% | -0.46% | 減碼 |
| 6 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | NEW | 新建倉 |
| 7 | CSGP | Costar Group INC | +0.2% | +49.30% | 加碼 |
| 8 | KLAC | Kla CORP | +0.2% | +105.63% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +10.82% | 加碼 |
| 10 | AAPL | Apple INC | +0.1% | -4.30% | 減碼 |
| 11 | ADBE | Adobe INC | +0.1% | +3.41% | 加碼 |
| 12 | JBL | Jabil INC | +0.1% | NEW | 新建倉 |
| 13 | ISRG | Intuitive Surgical INC | +0.1% | -4.51% | 減碼 |
| 14 | SPGI | S&p Global INC | +0.1% | +29.61% | 加碼 |
| 15 | BLDR | Builders Firstsource INC | +0.1% | +45.16% | 加碼 |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不變 |
| 17 | AVGO | Broadcom INC | +0.1% | +10.66% | 加碼 |
| 18 | GNRC | Generac Holdings INC | +0.1% | +23.66% | 加碼 |
| 19 | PGR | Progressive CORP | +0.1% | +82.51% | 加碼 |
| 20 | VTRS | Viatris INC | +0.1% | +46.81% | 加碼 |
| 21 | STT | State Street CORP | +0.1% | +66.36% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.1% | -0.04% | 減碼 |
| 23 | SYK | Stryker CORP | +0.1% | +41.38% | 加碼 |
| 24 | FTNT | Fortinet INC | +0.1% | +86.96% | 加碼 |
| 25 | NOW | Servicenow INC | +0.1% | -4.80% | 減碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.00% | 加碼 |
| 27 | TSLA | Tesla INC | +0.1% | +5.87% | 加碼 |
| 28 | MTCH | Match Group INC | +0.1% | +33.89% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | -2.43% | 減碼 |
| 30 | LOW | Lowe's Cos INC | +0.1% | +5.37% | 加碼 |
| 31 | IWB | Ishares Russell 1000 ETF | 0% | +0.57% | 加碼 |
| 32 | JNJ | Johnson & Johnson | — | -0.34% | 減碼 |
| 33 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.1% | EXIT | 清倉 |
| 34 | WY | Weyerhaeuser Co | -0.1% | -47.69% | 減碼 |
| 35 | TSN | Tyson Foods Inc-cl A | -0.1% | EXIT | 清倉 |
| 36 | AMGN | Amgen INC | -0.1% | -17.77% | 減碼 |
| 37 | MPC | Marathon Petroleum CORP | -0.1% | -22.44% | 減碼 |
| 38 | XLK | Ss Technology Select Sector | -0.1% | EXIT | 清倉 |
| 39 | SUB | Ishares Short-term National | -0.1% | EXIT | 清倉 |
| 40 | BMY | Bristol-myers Squibb Co | -0.1% | -30.48% | 減碼 |
| 41 | ABBV | Abbvie INC | -0.1% | -10.03% | 減碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | EXIT | 清倉 |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.1% | EXIT | 清倉 |
| 44 | TMO | Thermo Fisher Scientific INC | -0.1% | -3.48% | 減碼 |
| 45 | ROP | Roper Technologies INC | -0.2% | -61.88% | 減碼 |
| 46 | VTWO | Vanguard Russell 2000 ETF | -0.2% | EXIT | 清倉 |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | EXIT | 清倉 |
| 48 | VEA | Vanguard Ftse Developed ETF | -0.2% | EXIT | 清倉 |
| 49 | IWV | Ishares Russell 3000 ETF | -0.3% | -4.09% | 減碼 |
| 50 | COM | Direxion Auspice Brd Cmdty | -0.5% | +0.26% | 加碼 |