CIK: 0001462284
申報總市值
US$750.8億
僅顯示前 200 大持股（共 3231 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 | AAPL | Apple INC | 股票-科技 | 2.85% | — | -0.92% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | — | +0.31% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.35% | — | +0.66% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.03% | — | +2.03% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | — | -1.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.28% | — | +5.98% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | — | +0.90% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.12% | — | +3.25% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.01% | — | +3.15% | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | +0.78% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | — | -4.05% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | -0.42% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | — | +2.51% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.81% | — | -6.50% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | — | +7.61% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | — | -0.88% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.79% | — | -0.97% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.79% | — | -1.16% | |
| 19 | WMT | Walmart INC | 股票-非循環性消費 | 0.75% | — | +1.59% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +2.19% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | +4.64% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | — | -3.83% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.69% | — | +1.70% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | +2.68% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | -3.16% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | +2.88% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | — | +1.89% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.65% | — | +2.53% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | +2.24% | |
| 30 | ETN | Eaton Corporation plc | 股票-工業 | 0.63% | — | -1.70% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.63% | — | +2.72% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | — | -1.83% | |
| 33 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.60% | — | +0.54% | |
| 34 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.59% | — | -2.31% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | — | -15.17% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.54% | — | +5.97% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.52% | — | -2.20% | |
| 38 | MSI | Motorola Solutions INC | 股票-科技 | 0.51% | — | +2.70% | |
| 39 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.51% | — | +3.31% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.50% | — | +2.29% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | — | +1.46% | |
| 42 | FTCS | First Trust Capital Strength | ETF-其他 | 0.46% | — | -6.13% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.46% | — | +3.37% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +9.92% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.44% | — | -3.92% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.44% | — | +0.12% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.44% | — | +5.34% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.43% | — | +0.92% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.41% | — | -1.44% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.40% | — | +3.62% |