CIK: 0001035350
申報總市值
US$27.8億
僅顯示前 200 大持股（共 935 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 | AAPL | Apple INC | 股票-科技 | 4.59% | +0.68% | -1.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.16% | -1.67% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.06% | -0.16% | -2.40% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.90% | -0.21% | -2.89% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.48% | — | -4.90% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.21% | +0.10% | — | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 2.06% | -0.10% | — | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.81% | -0.05% | — | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.74% | +0.13% | -1.82% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | — | +0.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | +0.14% | -0.86% | |
| 12 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.17% | +0.11% | +1.68% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | +0.12% | -1.72% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.08% | — | +2.07% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | -0.76% | EXIT | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.02% | -1.03% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.14% | -1.04% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | — | +1.58% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | +0.02% | +1.89% | |
| 20 | TSLA | Tesla INC | 股票-循環性消費 | 0.78% | — | +0.29% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.76% | — | -1.15% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.75% | — | +2.45% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.74% | — | -0.44% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.70% | — | +1.06% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.11% | -0.40% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.68% | — | +1.43% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | +0.02% | +1.46% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | — | +3.83% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.62% | — | +9.54% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | +0.02% | -4.58% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.59% | — | +1.76% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | +2.72% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | +0.03% | -1.14% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.53% | +0.10% | +0.30% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.51% | — | -0.32% | |
| 36 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.48% | — | +3.71% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.47% | +0.29% | +0.34% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | — | +0.31% | |
| 39 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | -0.10% | -0.14% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +0.08% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | +0.09% | -1.85% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.45% | — | -0.30% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | +0.03% | — | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.41% | — | +0.99% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.39% | — | -0.70% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事業 | 0.38% | — | +2.03% | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.38% | — | +0.88% | |
| 48 | IDV | Ishares International Select | ETF-其他 | 0.38% | — | — | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.38% | — | -0.52% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.37% | — | +2.42% |