CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 859 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 | 9.32% | -2.20% | +0.04% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.05% | -0.18% | -0.19% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.08% | +0.90% | -0.94% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 6.96% | -1.57% | -1.15% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.48% | -0.24% | -1.13% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.16% | +0.13% | +0.36% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.94% | +0.04% | -0.89% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.79% | -0.04% | -0.45% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | +0.42% | +0.73% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.43% | +1.14% | +4.90% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.39% | — | -1.11% | |
| 12 | SO | Southern Co/the | 股票-公用事業 | 1.37% | -0.41% | -0.32% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.26% | +0.12% | -0.16% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.23% | — | -2.00% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.14% | — | -1.42% | |
| 16 | AFL | Aflac INC | 股票-金融 | 1.03% | — | -1.89% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.98% | +0.02% | +0.87% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.91% | — | -0.52% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.88% | — | +0.30% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | — | -2.07% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.82% | — | -3.05% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.80% | — | +19230.77% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.75% | — | -0.29% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.74% | — | +2722.46% | |
| 25 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.70% | — | -0.46% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | -0.25% | -0.57% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.60% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.15% | +0.80% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | -1.03% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.58% | — | -2.85% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +1.36% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | +0.08% | -0.37% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.56% | +0.02% | +6.19% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | +1.10% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | — | +0.13% | |
| 36 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.53% | — | +0.67% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.52% | — | -3.30% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | +0.30% | -2.63% | |
| 39 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.51% | — | +2.56% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | +0.11% | +5.26% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | +0.04% | +571.24% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.44% | — | -0.84% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | +1.65% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.40% | -0.17% | +1.00% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.40% | — | +1.11% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.38% | — | +4.17% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.37% | — | +5.77% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.37% | — | -0.54% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +3.37% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.35% | — | -1.22% |