CIK: 0000757657
申報總市值
US$79.9億
僅顯示前 200 大持股（共 687 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 | 3.63% | -0.23% | -40.46% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.26% | -0.07% | -30.58% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.82% | -0.10% | -12.48% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.26% | — | -45.63% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.92% | -0.10% | -42.81% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.24% | -0.18% | |
| 7 | T | At&t INC | 股票-通訊服務 | 1.43% | — | -8.69% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.36% | — | -32.70% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.34% | — | -3.14% | |
| 10 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.24% | — | -3.59% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | -0.31% | -20.70% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | -0.41% | -5.82% | |
| 13 | WMT | Walmart INC | 股票-非循環性消費 | 1.17% | +0.40% | +3.95% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | +0.13% | -0.89% | |
| 15 | MO | Altria Group INC | 股票-非循環性消費 | 1.03% | — | -0.72% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.01% | — | +13.48% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 0.98% | — | -2.44% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 0.94% | — | -18.67% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.20% | +2.81% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.11% | -2.55% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.84% | — | -1.89% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.84% | — | +232.49% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.82% | — | +1.41% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | — | -3.09% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.78% | — | +6.58% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | -0.17% | -0.19% | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.75% | — | -0.50% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | — | +0.76% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | -2.05% | |
| 30 | CCI | Crown Castle INC | 股票-房地產 | 0.66% | — | -9.42% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.66% | — | +4.78% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.65% | +0.10% | -0.12% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | — | +14.87% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.63% | — | -0.31% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | — | +0.27% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | — | -3.53% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | — | +7.30% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.54% | — | -0.70% | |
| 39 | BCE | Bce INC | 股票-通訊服務 | 0.53% | — | -2.42% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | -5.79% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | +5.35% | |
| 42 | WM | Waste Management INC | 股票-工業 | 0.50% | — | +3.29% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.50% | — | +35.20% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.49% | +0.12% | -4.12% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.47% | — | +1.66% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.08% | -2.81% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | +5.38% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.46% | — | -0.09% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.46% | — | +5.10% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | -4.26% |