CIK: 0000757657
申報總市值
US$79.9億
僅顯示前 200 大持股（共 1321 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.93% | -0.17% | -1.75% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.67% | -0.24% | +2.03% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.41% | +3.39% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.98% | -0.15% | +3.77% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | — | +3.80% | |
| 6 | WMT | Walmart INC | 股票-非循環性消費 | 1.82% | +0.40% | +2.39% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.68% | -0.14% | +1.76% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.64% | -0.31% | -1.73% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.63% | -0.07% | +0.78% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | -0.11% | +3.38% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.58% | — | +8.76% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.52% | -0.10% | +3.25% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.50% | -0.23% | +0.95% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | -0.17% | -0.90% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | -0.10% | +5.90% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.99% | -0.10% | +0.45% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | — | +2.05% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | — | +7.42% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | — | -1.38% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | -5.11% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.72% | — | +5.57% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.71% | — | -0.61% | |
| 23 | GS | Goldman Sachs Group INC | 股票-金融 | 0.69% | — | +9.13% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.66% | -0.08% | +0.46% | |
| 25 | BX | Blackstone INC | 股票-金融 | 0.66% | -0.15% | +0.44% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.65% | +0.08% | +0.85% | |
| 27 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.64% | — | +23.74% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | -0.09% | -10.45% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.62% | — | -1.84% | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.57% | — | +0.53% | |
| 31 | KRUS | Kura Sushi USA Inc-class A | 股票-其他 | 0.55% | +0.42% | -1.50% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.54% | — | -5.22% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.20% | +2.85% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.52% | — | +2.90% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.51% | — | -0.30% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.51% | +0.12% | +10.09% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.13% | -0.73% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.08% | +1.09% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.49% | — | +2.23% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | +4.31% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.47% | — | -4.63% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | — | +4.98% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | — | +47.60% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | +0.11% | +0.49% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | -1.21% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.46% | — | -2.46% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +6.32% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.45% | — | +4.12% | |
| 49 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.45% | — | +2.22% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.44% | — | -6.92% |