CIK: 0000012600
申報總市值
US$68.2億
僅顯示前 200 大持股（共 3679 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 | USMC | Principal US Mega-cap ETF | ETF-其他 | 4.71% | — | -8.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.44% | — | +48.75% | |
| 3 | PSC | Principal US Small-cap ETF | ETF-其他 | 2.25% | +0.06% | +32.29% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.25% | — | +14.70% | |
| 5 | BCHP | Principal Foc Blue Chip ETF | ETF-其他 | 1.80% | -0.21% | +40.46% | |
| 6 | GSUS | Goldman Sachs Marketbeta US | ETF-避險與商品 | 1.80% | -0.20% | +10.64% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.29% | +16.97% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.37% | — | +24.53% | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.30% | +0.06% | +117.52% | |
| 10 | PIEQ | Principal Intl Eqty ETF | ETF-其他 | 1.30% | +0.17% | +100.72% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.25% | — | +12.52% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.14% | — | +7.82% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | — | +12.91% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 1.04% | — | +104.55% | |
| 15 | IG | Prin Invest Grad CORP Etf-ui | ETF-其他 | 1.00% | +0.13% | +19.66% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | +0.13% | -10.19% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.95% | — | +11.07% | |
| 18 | GCOR | Goldman Sachs Access US Agg | ETF-避險與商品 | 0.93% | +0.04% | +58.26% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.86% | -0.22% | +117.67% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.85% | — | +6.55% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | — | +18.13% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | — | +15.61% | |
| 23 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.81% | — | -6.00% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.80% | -0.13% | +14.17% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.73% | — | +66.90% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.71% | +0.11% | +4.09% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.68% | — | +12.68% | |
| 28 | APUE | Activepassive US Equity ETF | ETF-其他 | 0.65% | — | +78.45% | |
| 29 | PY | Principal Value ETF | ETF-其他 | 0.64% | +0.15% | -21.90% | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.63% | — | -36.55% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | — | +5.95% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.60% | -0.13% | +40.50% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.57% | — | +26.93% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.55% | — | +13.66% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | +0.05% | -18.19% | |
| 36 | PSET | Principal Quality ETF | ETF-其他 | 0.54% | — | +40.58% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | — | +8.90% | |
| 38 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 0.53% | +0.09% | +69.76% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | +8.73% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.48% | — | -6.31% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | +13.79% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | — | -13.34% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | -6.11% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | — | -2.98% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | +5.00% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.41% | -0.41% | -67.40% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.41% | — | +16.30% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.40% | — | +188.94% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.40% | — | +33.52% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | — | +5.41% |