CIK: 0001158274
申報總市值
US$4.3億
僅顯示前 200 大持股（共 409 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 | 5.64% | — | +1.33% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.10% | — | +0.43% | |
| 3 | HD | Home Depot INC | 股票-循環性消費 | 3.39% | — | +0.42% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.30% | — | +2.34% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.63% | — | +3.84% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.63% | — | -0.66% | |
| 7 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.06% | — | +0.58% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 1.71% | — | +0.08% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.66% | — | +4.46% | |
| 10 | INTC | Intel CORP | 股票-科技 | 1.65% | — | +0.48% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.61% | — | -0.39% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.49% | — | -0.10% | |
| 13 | PYPL | Paypal Holdings INC | 股票-金融 | 1.46% | — | -0.71% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | — | -0.79% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.42% | — | +6.35% | |
| 16 | MMM | 3m Co | 股票-工業 | 1.38% | — | +1.48% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.37% | — | +0.57% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | — | -2.37% | |
| 19 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.32% | — | +0.35% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.30% | — | -3.19% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | — | +0.36% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.24% | — | -0.36% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.20% | — | +0.30% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.20% | — | +0.90% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.19% | — | +5.21% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.10% | — | +0.86% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.09% | — | -1.38% | |
| 28 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.06% | — | -0.51% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 1.05% | — | -0.04% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.02% | — | +0.83% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | — | +1.02% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.00% | — | +0.75% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | — | +0.78% | |
| 34 | BLKCHF | Blackrock INC | 股票-其他 | 0.90% | — | +0.18% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.89% | — | +1.28% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.87% | — | +0.91% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.86% | — | +0.66% | |
| 38 | PPG | Ppg Industries INC | 股票-原物料 | 0.86% | — | -0.37% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.86% | — | +2.08% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.84% | — | +0.98% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.84% | — | +3.10% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.80% | — | +2.88% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | +1.70% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.74% | — | +2.87% | |
| 45 | ROP | Roper Technologies INC | 股票-科技 | 0.73% | — | — | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | — | +1.94% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | — | -0.08% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.69% | — | -0.12% | |
| 49 | CAT | Caterpillar INC | 股票-工業 | 0.68% | — | +2.57% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.68% | — | +1.58% |