CIK: 0001457833
申報總市值
US$23.8億
僅顯示前 200 大持股（共 988 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 | 5.98% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.69% | +5.70% | NEW | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.85% | +4.37% | NEW | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | +3.17% | NEW | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.99% | +2.06% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.99% | +3.06% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.86% | +2.51% | NEW | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.09% | +2.09% | NEW | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.74% | +1.41% | NEW | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.62% | — | -1.29% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.62% | +1.24% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | +1.64% | NEW | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.36% | +0.68% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.33% | +1.35% | NEW | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 1.21% | +0.58% | NEW | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.16% | +1.08% | NEW | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.15% | +0.58% | NEW | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.07% | — | +4.14% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.07% | +1.00% | NEW | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.03% | +0.70% | NEW | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | +0.99% | NEW | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.96% | +0.79% | NEW | |
| 23 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.96% | — | +1.84% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | +0.89% | NEW | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.81% | +0.90% | NEW | |
| 26 | BLKCHF | Blackrock INC | 股票-其他 | 0.80% | — | -0.47% | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 0.76% | — | +1.81% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.72% | +0.61% | NEW | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | +2.17% | NEW | |
| 30 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.70% | +0.54% | NEW | |
| 31 | ADBE | Adobe INC | 股票-科技 | 0.66% | — | +34.04% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事業 | 0.65% | +0.60% | NEW | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | — | -4.23% | |
| 34 | MCHP | Microchip Technology INC | 股票-科技 | 0.61% | — | -4.48% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.60% | — | -1.94% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -18.36% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -1.03% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.58% | +0.57% | NEW | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.56% | — | +4.74% | |
| 40 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.55% | — | -2.06% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | +3.26% | NEW | |
| 42 | AXP | American Express Co | 股票-金融 | 0.54% | +0.56% | NEW | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.62% | NEW | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | — | -5.56% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | — | -2.31% | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.52% | — | -1.53% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.52% | — | +3.91% | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.50% | +0.63% | NEW | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.48% | — | -1.06% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.47% | — | -0.52% |