CIK: 0000913760
申報總市值
US$18.6億
僅顯示前 200 大持股（共 374 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 | T | At&t INC | 股票-通訊服務 | 1.49% | — | +103.05% | |
| 2 | AAPL | Apple INC | 股票-科技 | 1.43% | -0.34% | +171.08% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.36% | — | — | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | — | +183.46% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工業 | 1.13% | — | — | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.10% | — | +133.60% | |
| 7 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.02% | — | +282.96% | |
| 8 | BCE | Bce INC | 股票-通訊服務 | 0.97% | — | — | |
| 9 | MO | Altria Group INC | 股票-非循環性消費 | 0.93% | — | +268.06% | |
| 10 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.91% | — | +132.11% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.55% | +220.95% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 0.88% | +0.32% | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.14% | — | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.83% | — | +133.28% | |
| 15 | WEC | Wec Energy Group INC | 股票-公用事業 | 0.81% | — | +259.03% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.80% | — | — | |
| 17 | NEE | Nextera Energy INC | 股票-公用事業 | 0.79% | — | — | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.78% | — | +61.19% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.78% | — | — | |
| 20 | DWM | Wisdomtree International Equ | ETF-其他 | 0.75% | — | +278.99% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.73% | -0.16% | — | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.72% | — | +25.89% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.71% | — | — | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.70% | — | — | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | -0.13% | +188.38% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 0.69% | — | — | |
| 27 | VFC | Vf CORP | 股票-循環性消費 | 0.66% | — | — | |
| 28 | CCI | Crown Castle INC | 股票-房地產 | 0.65% | — | +89.37% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.63% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | +110.14% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.62% | -0.17% | — | |
| 33 | MMM | 3m Co | 股票-工業 | 0.62% | — | — | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.62% | — | +132.86% | |
| 35 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.61% | — | — | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.61% | — | +188.17% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.60% | — | — | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.59% | — | +457.92% | |
| 39 | BR | Broadridge Financial Solutio | 股票-科技 | 0.59% | — | — | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | +444.26% | |
| 41 | UTXZ | United Tech CORP | 股票-其他 | 0.59% | — | — | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.59% | — | — | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.58% | -0.18% | — | |
| 44 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.58% | — | +70.07% | |
| 45 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.58% | — | — | |
| 46 | GIS | General Mills INC | 股票-非循環性消費 | 0.56% | — | +158.67% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.55% | — | — | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.53% | — | +16.38% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | — | — | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.51% | — | — |