CIK: 0001158970
申報總市值
US$18.1億
僅顯示前 200 大持股（共 261 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 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 6.26% | — | +7.31% | |
| 2 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 6.13% | -0.18% | -11.48% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.04% | -0.31% | +0.06% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.73% | — | +568.94% | |
| 5 | MMM | 3m Co | 股票-工業 | 4.66% | -0.24% | -0.57% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.42% | — | +40.71% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.87% | — | +311.93% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 2.87% | — | +9.68% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.77% | -0.04% | +1.02% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.68% | +0.03% | -1.08% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -0.64% | -0.36% | |
| 12 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.98% | — | +2.12% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | -0.08% | +2.46% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | -0.03% | -2.77% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.57% | -0.08% | +0.36% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.56% | — | +85.05% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.24% | — | +0.79% | |
| 18 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.10% | +0.23% | -25.51% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 1.05% | — | +1.12% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.98% | — | +1.68% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.96% | — | +0.08% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.91% | — | — | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.91% | — | +2.61% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.91% | -0.09% | +1911.36% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | -0.12% | +1.06% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | -0.09% | -0.53% | |
| 27 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 0.78% | — | +4.71% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.77% | -0.02% | +5.03% | |
| 29 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 0.72% | — | -9.51% | |
| 30 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.72% | +0.08% | +1.35% | |
| 31 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.71% | -0.02% | +0.49% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.70% | — | +2.96% | |
| 33 | NEE | Nextera Energy INC | 股票-公用事業 | 0.67% | — | +0.81% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | +0.08% | -1.01% | |
| 35 | FXY | Invesco Currencyshares Japan | ETF-其他 | 0.63% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.07% | +3.31% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.62% | — | +0.26% | |
| 38 | TXN | Texas Instruments INC | 股票-科技 | 0.62% | — | +2.22% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | -0.07% | -5.57% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.17% | -4.82% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.58% | -0.07% | EXIT | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | -0.04% | +2.07% | |
| 43 | BLKCHF | Blackrock INC | 股票-其他 | 0.58% | — | +0.86% | |
| 44 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.58% | — | +2.04% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | — | -0.46% | |
| 46 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 0.57% | — | +0.24% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.57% | — | -0.28% | |
| 48 | CCI | Crown Castle INC | 股票-房地產 | 0.56% | — | +2.18% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.55% | — | +2.11% | |
| 50 | DE | Deere & Co | 股票-工業 | 0.53% | +0.11% | +0.14% |