CIK: 0000315014
申報總市值
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僅顯示前 200 大持股（共 713 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 | 10.39% | — | -1.42% | |
| 2 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 3.26% | — | +2.92% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | — | +2.66% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | — | -9.83% | |
| 5 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 2.21% | — | -0.06% | |
| 6 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.09% | — | +17.89% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.85% | — | — | |
| 8 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 1.80% | — | +5.51% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.80% | — | -1.04% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.74% | — | +1.23% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.37% | — | +10.55% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.24% | — | +2.66% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | — | -0.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.95% | — | +9.74% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 0.92% | — | +0.28% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | — | -3.07% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | — | +6.15% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | — | +1.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +4.92% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.69% | — | -0.49% | |
| 22 | NOW | Servicenow INC | 股票-科技 | 0.69% | — | -7.85% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | -0.12% | |
| 24 | INTU | Intuit INC | 股票-科技 | 0.62% | — | -0.96% | |
| 25 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.61% | — | -3.47% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.60% | — | +2.82% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +10.81% | |
| 28 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.58% | — | -8.20% | |
| 29 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | +2.34% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | +2.90% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | — | +0.36% | |
| 32 | ADBE | Adobe INC | 股票-科技 | 0.54% | — | -10.06% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | -11.22% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | — | |
| 35 | UBER | Uber Technologies INC | 股票-工業 | 0.49% | — | -11.43% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | — | |
| 38 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.46% | — | -16.24% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | — | -3.35% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | — | +32.59% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | -2.48% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | — | -37.81% | |
| 43 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.42% | — | +0.08% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.40% | — | — | |
| 45 | CTAS | Cintas CORP | 股票-工業 | 0.40% | — | -2.52% | |
| 46 | ZTS | Zoetis INC | 股票-醫療保健 | 0.38% | — | +7.76% | |
| 47 | KR | Kroger Co | 股票-非循環性消費 | 0.36% | — | +26.55% | |
| 48 | PGR | Progressive CORP | 股票-金融 | 0.35% | — | +4.13% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.34% | — | -6.76% | |
| 50 | CSGP | Costar Group INC | 股票-房地產 | 0.33% | — | +0.48% |