CIK: 0001158274
申報總市值
US$4.3億
僅顯示前 200 大持股（共 412 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 | 6.58% | — | +98.48% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.90% | — | -0.77% | |
| 3 | HD | Home Depot INC | 股票-循環性消費 | 3.46% | — | -1.83% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.21% | — | -55.90% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.83% | — | +0.69% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.78% | — | +3.73% | |
| 7 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 2.35% | — | -0.03% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.76% | — | +0.13% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.75% | — | +0.61% | |
| 10 | PYPL | Paypal Holdings INC | 股票-金融 | 1.57% | — | +1.38% | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.54% | — | +3.74% | |
| 12 | APD | Air Products & Chemicals INC | 股票-原物料 | 1.51% | — | -1.26% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.50% | — | -0.51% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.47% | — | -0.22% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | — | +1.22% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.36% | — | +0.96% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.36% | — | +1.09% | |
| 18 | MMM | 3m Co | 股票-工業 | 1.34% | — | +1.30% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.33% | — | +0.22% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | — | +0.70% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.24% | — | -0.04% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.18% | — | +1.29% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 1.17% | — | +2.23% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.17% | — | +0.26% | |
| 25 | CRM | Salesforce INC | 股票-科技 | 1.08% | — | +2.89% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.08% | — | -3.15% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | — | +1.46% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.06% | — | +0.72% | |
| 29 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.05% | — | — | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.03% | — | +0.39% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | — | +4.67% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 1.03% | — | — | |
| 33 | PPG | Ppg Industries INC | 股票-原物料 | 0.92% | — | -0.61% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.92% | — | -4.13% | |
| 35 | BLKCHF | Blackrock INC | 股票-其他 | 0.90% | — | +2.35% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.88% | — | +1.35% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.87% | — | +3.19% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.83% | — | +1.67% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.82% | — | +0.15% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.80% | — | +0.33% | |
| 41 | CAT | Caterpillar INC | 股票-工業 | 0.75% | — | -0.14% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.75% | — | +1.39% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.74% | — | +7.05% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.73% | — | -1.01% | |
| 45 | AMGN | Amgen INC | 股票-醫療保健 | 0.72% | — | +5.18% | |
| 46 | ROP | Roper Technologies INC | 股票-科技 | 0.70% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | — | +1.21% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | — | +4.00% | |
| 49 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.68% | — | -0.68% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.68% | — | -10.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.9% | +98.48% | 加碼 |
| 2 | TMO | Thermo Fisher Scientific INC | +0.3% | -0.03% | 減碼 |
| 3 | CRM | Salesforce INC | +0.2% | +2.89% | 加碼 |
| 4 | AMZN | Amazon.com INC | +0.2% | +0.69% | 加碼 |
| 5 | APD | Air Products & Chemicals INC | +0.2% | -1.26% | 減碼 |
| 6 | QCOM | Qualcomm INC | +0.2% | +7.05% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.73% | 加碼 |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +0.13% | 加碼 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | +23.28% | 加碼 |
| 10 | DIS | Walt Disney Co/the | +0.1% | +3.74% | 加碼 |
| 11 | UNP | Union Pacific CORP | +0.1% | +2.23% | 加碼 |
| 12 | PYPL | Paypal Holdings INC | +0.1% | +1.38% | 加碼 |
| 13 | VAREUR | Varian Medical Systems INC | +0.1% | — | 不變 |
| 14 | FDX | Fedex CORP | +0.1% | -2.25% | 減碼 |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.61% | 加碼 |
| 16 | MA | Mastercard INC - A | +0.1% | +0.22% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +1.46% | 加碼 |
| 18 | ABT | Abbott Laboratories | +0.1% | +0.15% | 加碼 |
| 19 | LOW | Lowe's Cos INC | +0.1% | -0.68% | 減碼 |
| 20 | HD | Home Depot INC | +0.1% | -1.83% | 減碼 |
| 21 | ADBE | Adobe INC | +0.1% | +3.19% | 加碼 |
| 22 | CAT | Caterpillar INC | +0.1% | -0.14% | 減碼 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +3.10% | 加碼 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +3.66% | 加碼 |
| 25 | PPG | Ppg Industries INC | +0.1% | -0.61% | 減碼 |
| 26 | NVDA | Nvidia CORP | +0.1% | -2.11% | 減碼 |
| 27 | PFE | Pfizer INC | +0.1% | +1.67% | 加碼 |
| 28 | EEM | Ishares Msci Emerging Market | 0% | -0.04% | 減碼 |
| 29 | AMGN | Amgen INC | 0% | +5.18% | 加碼 |
| 30 | ZBH | Zimmer Biomet Holdings INC | 0% | -0.13% | 減碼 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +4.67% | 加碼 |
| 32 | ORCL | Oracle CORP | 0% | +1.35% | 加碼 |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +0.39% | 加碼 |
| 34 | PEP | Pepsico INC | 0% | +0.96% | 加碼 |
| 35 | JNJ | Johnson & Johnson | 0% | -0.22% | 減碼 |
| 36 | V | Visa Inc-class A Shares | 0% | +1.22% | 加碼 |
| 37 | EFA | Ishares Msci Eafe ETF | -0.1% | -55.90% | 減碼 |
| 38 | OTIS | Otis Worldwide CORP | -0.1% | -40.44% | 減碼 |
| 39 | COP | Conocophillips | -0.1% | +2.34% | 加碼 |
| 40 | CB | Chubb Limited | -0.1% | -6.71% | 減碼 |
| 41 | ABBV | Abbvie INC | -0.1% | +1.39% | 加碼 |
| 42 | EBAY | Ebay INC | -0.2% | -35.03% | 減碼 |
| 43 | GILD | Gilead Sciences INC | -0.2% | +0.56% | 加碼 |
| 44 | T | At&t INC | -0.2% | -10.87% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.2% | -0.77% | 減碼 |
| 46 | ADP | Automatic Data Processing | -0.2% | -0.51% | 減碼 |
| 47 | CVX | Chevron CORP | -0.3% | -5.95% | 減碼 |
| 48 | CSCO | Cisco Systems INC | -0.3% | — | 不變 |
| 49 | INTC | Intel CORP | -0.3% | +1.09% | 加碼 |
| 50 | XOM | Exxon Mobil CORP | -0.7% | -33.25% | 減碼 |