CIK: 0000012600
申報總市值
US$68.2億
僅顯示前 200 大持股（共 1345 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 | 4.72% | — | +2.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.12% | — | +9.84% | |
| 3 | BCHP | Principal Foc Blue Chip ETF | ETF-其他 | 2.25% | -0.21% | +14.91% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.14% | — | +5.84% | |
| 5 | PSC | Principal US Small-cap ETF | ETF-其他 | 2.07% | +0.06% | +4.50% | |
| 6 | PIEQ | Principal Intl Eqty ETF | ETF-其他 | 1.89% | +0.17% | +18.80% | |
| 7 | GSUS | Goldman Sachs Marketbeta US | ETF-避險與商品 | 1.72% | -0.20% | +3.76% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.29% | +5.61% | |
| 9 | IG | Prin Invest Grad CORP Etf-ui | ETF-其他 | 1.34% | +0.13% | +33.75% | |
| 10 | LCAP | Principal Cptl Apprec S3 ETF | ETF-其他 | 1.34% | +0.71% | +265.94% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.23% | — | +9.78% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.22% | — | +10.45% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.15% | — | +2.48% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | — | +2.14% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.03% | — | -10.64% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.99% | +0.06% | -14.79% | |
| 17 | PY | Principal Value ETF | ETF-其他 | 0.93% | +0.15% | +24.03% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | — | -1.25% | |
| 19 | GCOR | Goldman Sachs Access US Agg | ETF-避險與商品 | 0.84% | +0.04% | +0.37% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.84% | — | +1.56% | |
| 21 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 0.84% | +0.09% | +35.93% | |
| 22 | APUE | Activepassive US Equity ETF | ETF-其他 | 0.84% | — | +10.70% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.83% | -0.13% | +3.95% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | +1.65% | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.80% | -0.22% | -12.07% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | +0.13% | -7.67% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | — | +5.53% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.68% | — | +6.18% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | +0.05% | +36.60% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.65% | +0.11% | +5.42% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.64% | — | +6.44% | |
| 32 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.63% | — | -6.33% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.61% | — | +6.46% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | — | +10.43% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.56% | — | -5.58% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.52% | — | +1.34% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.52% | +0.13% | +72.01% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | +5.40% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | -1.44% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | -0.13% | -15.11% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | — | +7.67% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | — | +1.62% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +5.79% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.44% | -0.41% | +5.11% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.42% | — | +1.54% | |
| 46 | MBB | Ishares Mbs ETF | ETF-其他 | 0.41% | +0.11% | +20.60% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | — | -3.82% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.39% | — | +3.55% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.38% | — | +27.79% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | +5.34% |