CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 1580 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 | GPN | Global Payments INC | 股票-工業 | 22.78% | -2.20% | -1.51% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.76% | +0.90% | +2.16% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 6.58% | -1.57% | -0.25% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.43% | -0.18% | +3.48% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 3.24% | -0.24% | -0.36% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.11% | +0.11% | +4.71% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.41% | -0.04% | -1.00% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.38% | — | +2.46% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.17% | — | +0.21% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | +0.42% | -0.18% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.03% | — | +21.01% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.99% | — | +0.13% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | -0.02% | +3.88% | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.95% | — | +22952.90% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.94% | — | +0.55% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.94% | — | +8.18% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.90% | +1.14% | -12.53% | |
| 18 | AFL | Aflac INC | 股票-金融 | 0.90% | — | -0.59% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.82% | +0.02% | +3.76% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.80% | — | -5.28% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | — | +1.53% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | +0.74% | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.69% | — | +1.08% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | — | — | |
| 25 | SO | Southern Co/the | 股票-公用事業 | 0.68% | -0.41% | -1.48% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | -0.96% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.15% | -1.14% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | -1.69% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | +0.02% | +4.47% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.52% | — | +8.86% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -1.80% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.50% | — | +7.55% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | +0.11% | +6.94% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.49% | — | +7.23% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.48% | — | -0.19% | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.47% | — | +2.11% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | +0.30% | +0.10% | |
| 38 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.41% | — | -0.02% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.38% | — | +0.33% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.38% | — | -0.59% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | — | +0.45% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.36% | — | +1.05% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.35% | — | -0.34% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | — | +0.32% | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.35% | — | +17.64% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | +0.81% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.33% | — | -0.87% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.32% | +0.08% | +0.53% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.32% | — | +8.51% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.32% | — | -0.06% |