CIK: 0000757657
申報總市值
US$79.9億
僅顯示前 200 大持股（共 870 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 | 5.29% | -0.23% | +10.35% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.05% | -0.07% | +10.59% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.62% | — | +12.89% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.79% | -0.10% | +9.56% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.65% | -0.10% | +4.30% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.83% | — | -1.82% | |
| 7 | T | At&t INC | 股票-通訊服務 | 1.38% | — | +7.25% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.18% | -0.24% | +3.39% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.15% | — | +0.04% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | -0.31% | -0.21% | |
| 11 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.99% | — | +6.31% | |
| 12 | MO | Altria Group INC | 股票-非循環性消費 | 0.94% | — | -0.24% | |
| 13 | ABBV | Abbvie INC | 股票-醫療保健 | 0.91% | — | -3.06% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.13% | +8.82% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.41% | +1.68% | |
| 16 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.81% | — | +0.18% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | — | +18.47% | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 0.76% | +0.40% | +7.12% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.75% | — | +3.55% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | — | +2.71% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | — | +1.07% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | -0.17% | +0.58% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | — | +4.34% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.65% | — | +7.34% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | -6.59% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.20% | +3.06% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.11% | +1.74% | |
| 28 | PM | Philip Morris International | 股票-非循環性消費 | 0.61% | — | -14.41% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.60% | — | -5.51% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | — | -27.50% | |
| 31 | CCI | Crown Castle INC | 股票-房地產 | 0.59% | — | +0.49% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.57% | — | +3.58% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.56% | +0.10% | +1.42% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.53% | — | +9.72% | |
| 35 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 0.51% | — | +8.40% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | — | +13.77% | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.47% | — | +1.18% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事業 | 0.46% | +0.12% | +1.16% | |
| 39 | BCE | Bce INC | 股票-通訊服務 | 0.46% | — | +0.37% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | — | -6.56% | |
| 41 | ET | Energy Transfer LP | 股票-能源 | 0.42% | — | -0.37% | |
| 42 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.41% | — | +4.78% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | +7.32% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.41% | — | +6.26% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.40% | — | +112.54% | |
| 46 | D | Dominion Energy INC | 股票-公用事業 | 0.40% | — | +12.77% | |
| 47 | ALGN | Align Technology INC | 股票-醫療保健 | 0.40% | — | -5.04% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | — | +1.47% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.39% | — | -6.02% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.39% | — | +8.79% |