CIK: 0001158274
申報總市值
US$4.3億
僅顯示前 200 大持股（共 373 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 | 3.53% | — | +2.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | — | +2.16% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.21% | — | -1.04% | |
| 4 | HD | Home Depot INC | 股票-循環性消費 | 2.98% | — | +2.05% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.94% | — | -0.25% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.55% | — | -14.77% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.09% | — | +6.26% | |
| 8 | MMM | 3m Co | 股票-工業 | 1.97% | — | +3.42% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.85% | — | +0.81% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.75% | — | +0.81% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.70% | — | +6.58% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.68% | — | -3.28% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.66% | — | +15.85% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.63% | — | +4.04% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.58% | — | +0.29% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | — | +4.49% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.41% | — | +2.65% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.40% | — | +6.18% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.37% | — | -0.82% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.34% | — | +0.63% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.34% | — | +2.63% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.33% | — | +14.35% | |
| 23 | UTXZ | United Tech CORP | 股票-其他 | 1.26% | — | +7.12% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.25% | — | +12.03% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.22% | — | +12.60% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | — | +0.08% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.19% | — | -0.76% | |
| 28 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.12% | — | +4.26% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 1.11% | — | +2.14% | |
| 30 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.09% | — | +2.80% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 1.06% | — | +2.44% | |
| 32 | PPG | Ppg Industries INC | 股票-原物料 | 1.01% | — | +4.81% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.00% | — | +11.13% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.98% | — | +9.99% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.97% | — | +5.41% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.93% | — | +1.08% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.93% | — | -3.21% | |
| 38 | PYPL | Paypal Holdings INC | 股票-金融 | 0.92% | — | +7.47% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.86% | — | +6.04% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | — | +0.88% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.82% | — | +4.67% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | — | +15.10% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.77% | — | -1.81% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.77% | — | +8.38% | |
| 45 | CAT | Caterpillar INC | 股票-工業 | 0.76% | — | +3.81% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | +4.20% | |
| 47 | ROP | Roper Technologies INC | 股票-科技 | 0.75% | — | — | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.74% | — | +5.46% | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.73% | — | +3.74% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | — | +2.46% |