CIK: 0000757657
申報總市值
US$79.9億
僅顯示前 200 大持股（共 1158 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 | 2.70% | -0.23% | +0.44% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.31% | -0.07% | +1.52% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.91% | -0.10% | +0.25% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.86% | -0.10% | -5.56% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.77% | — | -5.63% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.44% | — | +120.03% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.39% | -0.24% | +0.17% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.41% | +4.51% | |
| 9 | T | At&t INC | 股票-通訊服務 | 1.01% | — | +4.77% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | — | +16.35% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.93% | — | +18.43% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.91% | — | -12.80% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.87% | — | -7.98% | |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.83% | — | -0.15% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.82% | — | +23.06% | |
| 16 | WMT | Walmart INC | 股票-非循環性消費 | 0.80% | +0.40% | -3.40% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.13% | +3.73% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.70% | — | -5.00% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | — | +0.40% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | — | — | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.61% | — | +3.68% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | +2.86% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.60% | — | -5.34% | |
| 24 | DXPE | Dxp Enterprises INC | 股票-其他 | 0.60% | — | — | |
| 25 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.58% | — | -1.74% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.11% | +1.72% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.57% | — | +1.63% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.17% | +2.57% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.55% | +0.20% | +0.11% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | -0.31% | -4.92% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.52% | — | +3.48% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.51% | — | +4.04% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.51% | — | -4.38% | |
| 34 | MO | Altria Group INC | 股票-非循環性消費 | 0.51% | — | -0.50% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | — | -1.12% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.49% | — | -12.04% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | — | -3.74% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.48% | — | +2.22% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.08% | +7.45% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工業 | 0.47% | — | -6.09% | |
| 41 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.47% | — | +22.77% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.47% | — | +4.31% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.46% | — | +10.07% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.46% | — | +9.51% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.46% | — | +1.42% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +9.87% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | -0.17% | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | +0.10% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.42% | — | -10.28% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.41% | +0.10% | +1.57% |