CIK: 0001158274
申報總市值
US$4.3億
僅顯示前 200 大持股（共 367 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.61% | — | -3.05% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | — | -0.34% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.11% | — | -0.86% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.07% | — | — | |
| 5 | HD | Home Depot INC | 股票-循環性消費 | 3.02% | — | -0.81% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.88% | — | -4.03% | |
| 7 | MMM | 3m Co | 股票-工業 | 2.02% | — | -1.52% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 1.87% | — | +0.02% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.79% | — | -0.56% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.77% | — | -1.34% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.70% | — | -8.16% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | — | -6.38% | |
| 13 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.64% | — | -1.50% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.60% | — | +1.17% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.58% | — | -1.90% | |
| 16 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.50% | — | -2.51% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.46% | — | -13.95% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.43% | — | -2.63% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.41% | — | +0.45% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.35% | — | +1.88% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.33% | — | -4.70% | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 1.29% | — | +7.28% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.22% | — | -9.11% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | — | -0.06% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.17% | — | +0.59% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.16% | — | +1.57% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.15% | — | -0.80% | |
| 28 | UTXZ | United Tech CORP | 股票-其他 | 1.12% | — | -1.79% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.12% | — | +3.44% | |
| 30 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.06% | — | -0.35% | |
| 31 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.04% | — | +0.63% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 1.03% | — | -0.92% | |
| 33 | CB | Chubb Limited | 股票-金融 | 1.02% | — | -1.75% | |
| 34 | PPG | Ppg Industries INC | 股票-原物料 | 1.01% | — | -3.69% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.97% | — | -16.76% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.95% | — | — | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.91% | — | +0.94% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.91% | — | +0.02% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.91% | — | +5.67% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.87% | — | -0.40% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.80% | — | +1.03% | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.79% | — | -0.24% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.79% | — | -0.05% | |
| 44 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.78% | — | -2.07% | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.75% | — | -3.25% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.75% | — | -2.19% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.74% | — | -0.93% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.73% | — | -0.35% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.72% | — | -2.00% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.70% | — | +0.03% |