CIK: 0001158274
申報總市值
US$4.3億
僅顯示前 200 大持股（共 427 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 | XOM | Exxon Mobil CORP | 股票-能源 | 3.97% | — | -2.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.13% | — | +66.68% | |
| 3 | HD | Home Depot INC | 股票-循環性消費 | 3.06% | — | -2.10% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.82% | — | +1.35% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.45% | — | -6.68% | |
| 6 | MMM | 3m Co | 股票-工業 | 2.06% | — | -0.60% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | — | +0.68% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | — | -2.74% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.86% | — | -1.59% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.79% | — | +9.64% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.69% | — | +46.32% | |
| 12 | MO | Altria Group INC | 股票-非循環性消費 | 1.61% | — | -4.57% | |
| 13 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.61% | — | -2.85% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.60% | — | -1.19% | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 1.59% | — | -7.80% | |
| 16 | T | At&t INC | 股票-通訊服務 | 1.51% | — | -1.25% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.44% | — | -0.48% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 1.35% | — | -2.62% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.33% | — | +0.38% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.33% | — | -0.06% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.31% | — | +11.25% | |
| 22 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.31% | — | -2.10% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.29% | — | -1.53% | |
| 24 | PPG | Ppg Industries INC | 股票-原物料 | 1.23% | — | -3.51% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.18% | — | +11.66% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 1.15% | — | -6.24% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.10% | — | +2.62% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.07% | — | -0.78% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 1.07% | — | -0.49% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.98% | — | -2.03% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.96% | — | -0.63% | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.94% | — | -3.51% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.91% | — | -1.52% | |
| 34 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.91% | — | -1.36% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.90% | — | +7.38% | |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.81% | — | +6.96% | |
| 37 | DOW | Dow Chem Co | 股票-原物料 | 0.80% | — | -2.54% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.79% | — | +8.10% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | — | +0.81% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.77% | — | -0.58% | |
| 41 | D | Dominion Energy INC | 股票-公用事業 | 0.77% | — | -5.05% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | — | +5.67% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | — | +4.33% | |
| 44 | OMC | Omnicom Group | 股票-通訊服務 | 0.71% | — | +0.57% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | — | -1.30% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | — | +1.20% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.67% | — | +10.03% | |
| 48 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.67% | — | -7.99% | |
| 49 | UBSI | United Bankshares INC | 股票-金融 | 0.67% | — | -0.37% | |
| 50 | BLKCHF | Blackrock INC | 股票-其他 | 0.67% | — | +3.95% |