CIK: 0001158970
申報總市值
US$18.1億
僅顯示前 200 大持股（共 228 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 | MMM | 3m Co | 股票-工業 | 8.09% | -0.24% | -7.59% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.52% | -0.31% | +4.16% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 5.84% | — | +4.54% | |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 5.56% | — | — | |
| 5 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 5.47% | -0.18% | — | |
| 6 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 3.48% | — | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.46% | -0.04% | -3.97% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.19% | — | -8.01% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.64% | -0.36% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.09% | +0.03% | +1.16% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.92% | — | -1.44% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.80% | -0.09% | -20.58% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.72% | -0.08% | +2.61% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 1.69% | — | +256.41% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.33% | — | +3.93% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.31% | — | +2.30% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.08% | -0.01% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.21% | — | -2.23% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 1.08% | — | -7.22% | |
| 20 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.07% | — | -7.42% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | -0.03% | +38.27% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | +0.08% | +1.33% | |
| 23 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.93% | -0.02% | — | |
| 24 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.89% | — | +1.23% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.84% | — | — | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.84% | — | — | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | -0.09% | +1.76% | |
| 28 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.80% | +0.08% | — | |
| 29 | KBA | Kraneshares Bosera Msci Chin | ETF-其他 | 0.77% | — | +92.05% | |
| 30 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-其他 | 0.77% | — | — | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.73% | — | +0.90% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.72% | — | — | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.07% | -1.25% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.68% | -0.04% | +16.87% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | -0.02% | -3.21% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.59% | — | +2.90% | |
| 37 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.56% | — | -7.40% | |
| 38 | CCI | Crown Castle INC | 股票-房地產 | 0.55% | — | +2.90% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.07% | +83.08% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.53% | — | +7.55% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.52% | — | -0.81% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | -1.08% | |
| 43 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.51% | — | +7.96% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.51% | — | -6.85% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | — | -1.64% | |
| 46 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.49% | — | +0.66% | |
| 47 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.49% | — | +2.54% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.49% | — | +3.86% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.47% | -0.07% | EXIT | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.45% | -0.07% | +2.59% |