CIK: 0001457833
申報總市值
US$23.8億
僅顯示前 200 大持股（共 892 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 | 5.13% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.09% | +5.70% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | +3.17% | NEW | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.30% | +4.37% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.16% | +2.51% | NEW | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.72% | +2.06% | NEW | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.51% | +3.06% | NEW | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.99% | +2.09% | NEW | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.84% | +1.24% | NEW | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.74% | +1.41% | NEW | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | +0.68% | NEW | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.42% | — | +1.84% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | +1.64% | NEW | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.31% | — | +4.45% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.26% | +1.08% | NEW | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 1.25% | +0.58% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.18% | +1.35% | NEW | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.11% | +0.58% | NEW | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.08% | +0.79% | NEW | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.06% | — | -4.08% | |
| 21 | MA | Mastercard INC - A | 股票-金融 | 1.05% | +1.00% | NEW | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 1.01% | +0.70% | NEW | |
| 23 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.92% | — | -4.25% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | +0.93% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | +0.99% | NEW | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.80% | — | -5.22% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.79% | — | -3.55% | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 0.79% | — | -5.26% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | +2.17% | NEW | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.75% | +0.90% | NEW | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | +0.89% | NEW | |
| 32 | UTXZ | United Tech CORP | 股票-其他 | 0.70% | — | -0.89% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | -2.23% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.69% | — | -3.91% | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.68% | — | +2.48% | |
| 36 | AMT | American Tower CORP | 股票-房地產 | 0.68% | — | +1.58% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事業 | 0.68% | +0.60% | NEW | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | -6.39% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.61% | +0.61% | NEW | |
| 40 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.61% | — | -1.95% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.59% | — | -0.89% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.62% | NEW | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.55% | — | -2.00% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.55% | +0.57% | NEW | |
| 45 | AXP | American Express Co | 股票-金融 | 0.51% | +0.56% | NEW | |
| 46 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.51% | — | -0.55% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.49% | — | +3.21% | |
| 48 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.49% | — | -4.32% | |
| 49 | PYPL | Paypal Holdings INC | 股票-金融 | 0.48% | — | +14.53% | |
| 50 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 0.47% | — | +1.75% |