CIK: 0001457833
申報總市值
US$23.8億
僅顯示前 200 大持股（共 839 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.77% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.09% | +5.70% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.27% | +2.51% | NEW | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.20% | +2.06% | NEW | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.10% | +4.37% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.93% | +3.06% | NEW | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | +3.17% | NEW | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.70% | +1.41% | NEW | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | +1.64% | NEW | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.58% | +1.24% | NEW | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.51% | — | +2.06% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.45% | +2.09% | NEW | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | +0.68% | NEW | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.27% | +1.08% | NEW | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.15% | — | +9.87% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 1.14% | +0.58% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.08% | +1.35% | NEW | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 1.06% | +1.00% | NEW | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | +0.79% | NEW | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 0.99% | +0.70% | NEW | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.98% | — | -3.35% | |
| 22 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.95% | — | +0.26% | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.95% | +0.58% | NEW | |
| 24 | UTXZ | United Tech CORP | 股票-其他 | 0.91% | — | -0.14% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | — | -0.16% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.77% | — | -4.62% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | +0.99% | NEW | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 0.76% | — | -6.09% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | — | +5.70% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.89% | NEW | |
| 31 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.67% | — | +1.89% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.67% | — | -1.95% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.66% | — | +1.39% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | -2.90% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | — | -2.30% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.63% | — | -4.73% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | +2.17% | NEW | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.59% | +0.90% | NEW | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.57% | — | — | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.57% | — | +0.51% | |
| 41 | AMT | American Tower CORP | 股票-房地產 | 0.57% | — | +1.81% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.57% | — | -0.95% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.55% | NEW | |
| 44 | AXP | American Express Co | 股票-金融 | 0.55% | +0.56% | NEW | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.62% | NEW | |
| 46 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.54% | — | -1.39% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事業 | 0.54% | +0.60% | NEW | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.54% | +0.61% | NEW | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.54% | — | -1.50% | |
| 50 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.53% | — | -1.03% |