CIK: 0000315014
申報總市值
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僅顯示前 200 大持股（共 696 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 | 8.33% | — | -32.56% | |
| 2 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 3.55% | — | -29.17% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | — | -10.14% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | — | -10.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.59% | — | +3.93% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 2.32% | — | -28.68% | |
| 7 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 2.14% | — | -29.60% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.97% | — | +0.51% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.95% | — | -8.89% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.91% | — | -11.11% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.82% | — | -11.49% | |
| 12 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.59% | — | -28.87% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.48% | — | -8.21% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.47% | — | -3.27% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.09% | — | -4.27% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.87% | — | -9.40% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | -7.25% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.80% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | -10.44% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | — | -17.80% | |
| 21 | NFLX | Netflix INC | 股票-通訊服務 | 0.74% | — | -7.75% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | -3.20% | |
| 23 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.67% | — | -3.89% | |
| 24 | NOW | Servicenow INC | 股票-科技 | 0.66% | — | -13.58% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.59% | — | -14.98% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.59% | — | +17.11% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | +0.41% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | — | -5.56% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | — | -7.04% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | — | -18.15% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | -11.44% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.51% | — | -10.71% | |
| 33 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.50% | — | -14.91% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | -25.61% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | — | -25.37% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | — | -4.15% | |
| 37 | INTU | Intuit INC | 股票-科技 | 0.49% | — | -17.58% | |
| 38 | UBER | Uber Technologies INC | 股票-工業 | 0.45% | — | -17.59% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | -0.40% | |
| 40 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.44% | — | -10.20% | |
| 41 | C | Citigroup INC | 股票-金融 | 0.43% | — | +31.29% | |
| 42 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.42% | — | -18.27% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | — | -9.87% | |
| 44 | NTRS | Northern Trust CORP | 股票-金融 | 0.40% | — | +6.36% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | -9.36% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | — | -14.94% | |
| 47 | CTAS | Cintas CORP | 股票-工業 | 0.36% | — | -15.18% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | -5.12% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | — | -8.93% | |
| 50 | INGR | Ingredion INC | 股票-非循環性消費 | 0.33% | — | -0.39% |