CIK: 0000757657
申報總市值
US$79.9億
僅顯示前 200 大持股（共 801 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 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 6.15% | -0.23% | +1.71% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.28% | -0.07% | +9.26% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.74% | — | +17.49% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.63% | -0.10% | +3.25% | |
| 5 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工業 | 2.57% | — | -1.51% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.29% | -0.10% | -23.17% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 2.03% | — | — | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.47% | — | +2.22% | |
| 9 | T | At&t INC | 股票-通訊服務 | 1.09% | — | -5.05% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | — | +17.89% | |
| 11 | ET | Energy Transfer LP | 股票-能源 | 0.83% | — | +0.07% | |
| 12 | AAPL | Apple INC | 股票-科技 | 0.83% | -0.24% | +3.02% | |
| 13 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.79% | — | -2.12% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.77% | — | -4.12% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | -0.17% | +4.63% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.75% | — | +0.42% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.74% | — | +4.71% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.70% | — | -7.26% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | — | -1.61% | |
| 20 | MO | Altria Group INC | 股票-非循環性消費 | 0.65% | — | -5.48% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.61% | — | -52.94% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.60% | — | +1.35% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | +8.61% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.56% | — | -1.58% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | -0.31% | +12.52% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | -0.41% | -0.51% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | — | -8.54% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.20% | +1.23% | |
| 29 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 0.52% | — | +6.41% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.49% | — | +0.35% | |
| 31 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.49% | — | +4.53% | |
| 32 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.48% | — | +92.40% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | +7.27% | |
| 34 | IYC | Ishares US Consumer Discreti | ETF-其他 | 0.47% | — | +65.50% | |
| 35 | KHC | The Kraft Heinz Company | 股票-非循環性消費 | 0.46% | — | -26.07% | |
| 36 | WMT | Walmart INC | 股票-非循環性消費 | 0.45% | +0.40% | +3.18% | |
| 37 | KMI | Kinder Morgan INC | 股票-能源 | 0.45% | — | -7.76% | |
| 38 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.45% | — | -5.61% | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | — | +0.92% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.43% | — | +5.54% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.42% | — | +13.74% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | +0.10% | -0.62% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.13% | +4.59% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | -0.11% | +3.96% | |
| 45 | FXH | First Trust Health Care Alph | ETF-其他 | 0.40% | — | +31.02% | |
| 46 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.40% | — | +11.93% | |
| 47 | COP | Conocophillips | 股票-能源 | 0.37% | — | -13.74% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事業 | 0.37% | +0.12% | -5.62% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.37% | — | -1.37% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.36% | — | -0.34% |