CIK: 0001281761
申報總市值
US$154.0億
僅顯示前 200 大持股（共 838 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 | 4.87% | — | +266718.75% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.21% | +0.24% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.91% | -0.84% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.21% | +0.18% | +1.82% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.08% | +0.16% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.93% | -0.25% | -0.58% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.78% | -0.09% | -0.50% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.65% | +0.29% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | -0.32% | -1.12% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.33% | -0.57% | -1.23% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.13% | -0.15% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.76% | +0.21% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.73% | -0.11% | +17.94% | |
| 14 | SNA | Snap-on INC | 股票-工業 | 1.60% | +0.10% | -0.09% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.56% | +0.18% | -2.27% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.54% | -0.26% | -79.46% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.38% | +0.53% | -0.58% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.36% | -0.13% | — | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.30% | -0.06% | +0.15% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.29% | — | — | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | +0.13% | +0.24% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.17% | +0.86% | — | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 1.08% | -0.06% | +7.61% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 1.04% | — | +0.76% | |
| 25 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.96% | — | -0.79% | |
| 26 | RY | Royal Bank Of Canada | 股票-金融 | 0.86% | — | -0.35% | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.86% | +0.17% | -0.45% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事業 | 0.80% | +0.12% | -1.25% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.09% | +0.84% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.77% | +0.28% | -2.59% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.74% | — | -0.50% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 0.72% | — | +6.37% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | — | |
| 34 | GL | Globe Life INC | 股票-金融 | 0.68% | — | -2.37% | |
| 35 | WM | Waste Management INC | 股票-工業 | 0.68% | — | -2.30% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | — | — | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.58% | -0.10% | -2.33% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.16% | +0.40% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | -0.07% | -76.13% | |
| 40 | BLK | Blackrock INC | 股票-金融 | 0.55% | — | -1.80% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.51% | — | — | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | — | -2.89% | |
| 43 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.51% | — | +0.71% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | +0.07% | -1.34% | |
| 45 | XEL | Xcel Energy INC | 股票-公用事業 | 0.49% | — | +0.83% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.49% | — | +14.74% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.49% | -0.08% | -0.32% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | -11.83% | |
| 49 | ETN | Eaton Corporation plc | 股票-工業 | 0.47% | -0.19% | +0.15% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.46% | — | +1.31% |