CIK: 0001158970
申報總市值
US$18.1億
僅顯示前 200 大持股（共 252 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 | 7.77% | -0.24% | -1.70% | |
| 2 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 6.79% | -0.18% | +4.42% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 5.53% | — | +1.79% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.25% | -0.31% | -1.07% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 4.10% | — | -16.60% | |
| 6 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 3.61% | — | +1.15% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.59% | — | +81.12% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.42% | -0.04% | -0.83% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.64% | +0.96% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.14% | +0.03% | +2.36% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.99% | -0.03% | +3.27% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.99% | -0.09% | -1.36% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.72% | -0.08% | -1.12% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.58% | — | +5.99% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | -0.08% | -0.23% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.55% | — | -7.50% | |
| 17 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 1.55% | — | -6.69% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.45% | — | -1.30% | |
| 19 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.25% | — | +13.68% | |
| 20 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.16% | — | +11.72% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 1.10% | — | +2.60% | |
| 22 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 1.03% | -0.02% | +4.42% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.97% | — | +3.25% | |
| 24 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.96% | +0.08% | +0.87% | |
| 25 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.93% | — | +7.40% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | -0.09% | +0.27% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.92% | — | +3.16% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.82% | — | +6.81% | |
| 29 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-其他 | 0.80% | — | +0.72% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.79% | — | +19.82% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.07% | +1.34% | |
| 32 | KBA | Kraneshares Bosera Msci Chin | ETF-其他 | 0.74% | — | -7.02% | |
| 33 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.72% | — | +2.64% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.72% | — | +3.48% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | -0.02% | -0.21% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.64% | — | +0.24% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.62% | — | +2.78% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | -0.07% | +2.91% | |
| 39 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.61% | — | +4.78% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.61% | — | +2.64% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.08% | +1.41% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.59% | — | -37.37% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.56% | -0.07% | EXIT | |
| 44 | CCI | Crown Castle INC | 股票-房地產 | 0.55% | — | +20.43% | |
| 45 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.54% | — | -1.84% | |
| 46 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.51% | — | +1.14% | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.51% | -0.04% | -0.37% | |
| 48 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.50% | — | +0.63% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | -0.12% | +2.09% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.49% | +0.12% | -0.04% |