CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 854 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 | 11.10% | -2.20% | -0.35% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.07% | +0.90% | +4.39% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.87% | -0.18% | +5.81% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 5.99% | -1.57% | -0.56% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.80% | -0.24% | -1.29% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.18% | -0.04% | +0.00% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.17% | +0.13% | -3.67% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.85% | +0.04% | +249.21% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.83% | — | +0.73% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | +0.42% | -0.76% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.59% | — | +1.54% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.33% | — | +2298.69% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.30% | +1.14% | +4.57% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.26% | +0.12% | -4.99% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.18% | — | -0.57% | |
| 16 | SO | Southern Co/the | 股票-公用事業 | 1.04% | -0.41% | +0.67% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.02% | — | +2.56% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 1.01% | — | -0.47% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.96% | — | +1180.38% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.86% | +0.02% | +3.63% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.82% | +0.02% | -12.65% | |
| 22 | AFL | Aflac INC | 股票-金融 | 0.75% | — | -0.60% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | — | +1.62% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.71% | — | -8.93% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | +0.30% | +27.56% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.15% | +24.02% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.54% | — | +962.30% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | — | -8.46% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | — | +1.49% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.47% | — | +0.43% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | -0.25% | +1.42% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | +0.11% | +0.95% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | +1.61% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | +0.04% | +31.85% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.40% | +0.04% | +1.11% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.39% | — | +1.21% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | +0.64% | +22.69% | |
| 38 | DHR | Danaher CORP | 股票-醫療保健 | 0.37% | — | +7.01% | |
| 39 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.37% | — | -0.17% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | +1.93% | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.37% | — | -0.12% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.33% | — | +33.46% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.33% | -0.17% | +26.57% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.33% | — | +39.97% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | — | +26.03% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.32% | +0.08% | -8.27% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.32% | — | +0.76% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.32% | — | -0.06% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.31% | — | +1.99% | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.31% | — | -0.33% |