CIK: 0001281761
申報總市值
US$154.0億
僅顯示前 200 大持股（共 817 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.66% | — | +0.08% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.34% | +0.24% | -0.01% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.06% | +0.16% | -0.11% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.91% | -1.55% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.09% | -0.90% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.73% | -0.15% | +1.42% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | +0.53% | +0.28% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.63% | +0.18% | +2.94% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.52% | -0.57% | -1.98% | |
| 10 | SNA | Snap-on INC | 股票-工業 | 1.48% | +0.10% | +0.03% | |
| 11 | GL | Globe Life INC | 股票-金融 | 1.47% | — | -9.79% | |
| 12 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.45% | +0.17% | -0.90% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.44% | +0.28% | -1.06% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.32% | -1.00% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | +1.93% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事業 | 1.31% | +0.12% | -0.70% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.26% | -0.13% | -2.03% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.23% | — | -1.84% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | +0.13% | -0.95% | |
| 20 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工業 | 1.08% | — | +0.51% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.08% | — | +0.68% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 1.06% | — | -0.88% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.03% | — | -0.70% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | — | -1.80% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 1.02% | +0.18% | -8.95% | |
| 26 | WM | Waste Management INC | 股票-工業 | 1.01% | — | -2.02% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.91% | +0.86% | -2.61% | |
| 28 | VMC | Vulcan Materials Co | 股票-原物料 | 0.89% | — | +0.24% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.85% | -0.06% | +0.04% | |
| 30 | D | Dominion Energy INC | 股票-公用事業 | 0.85% | — | -0.41% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.81% | — | -0.13% | |
| 32 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.80% | -0.10% | -2.36% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | -0.11% | +1892.73% | |
| 34 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.79% | — | -3.87% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.77% | — | -1.57% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.77% | +0.11% | -1.79% | |
| 37 | HON | Honeywell International INC | 股票-工業 | 0.76% | — | -0.17% | |
| 38 | BLKCHF | Blackrock INC | 股票-其他 | 0.74% | — | -1.49% | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.73% | — | -0.71% | |
| 40 | RY | Royal Bank Of Canada | 股票-金融 | 0.72% | — | — | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.71% | — | -0.96% | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.70% | -0.17% | -15.25% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.69% | — | +1.63% | |
| 44 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.68% | — | +0.39% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.68% | +0.12% | -2.35% | |
| 46 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.66% | — | -0.46% | |
| 47 | TFC | Truist Financial CORP | 股票-金融 | 0.63% | — | -0.93% | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.63% | -0.09% | +0.51% | |
| 49 | SYK | Stryker CORP | 股票-醫療保健 | 0.61% | — | +7.30% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.60% | -0.08% | -1.70% |