CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 827 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 | 9.76% | -2.20% | +0.06% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.27% | -0.18% | -7.80% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.98% | +0.90% | +0.00% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 6.66% | -1.57% | -0.59% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.25% | -0.04% | +0.42% | |
| 6 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.00% | -0.24% | -0.63% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.93% | +0.04% | -6.74% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.85% | +0.13% | -15.13% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | +0.42% | +1.00% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.50% | — | +0.26% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.46% | +1.14% | -3.38% | |
| 12 | SO | Southern Co/the | 股票-公用事業 | 1.33% | -0.41% | +0.83% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | +0.12% | -1.90% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.22% | — | -0.41% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.16% | — | -3.20% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.12% | -0.02% | +618.33% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.99% | +0.02% | -0.82% | |
| 18 | AFL | Aflac INC | 股票-金融 | 0.92% | — | +1.01% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.85% | — | -0.90% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 0.84% | — | -0.04% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.83% | — | -0.11% | |
| 22 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.81% | — | -1.80% | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.80% | — | -9.06% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.71% | — | +0.31% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | -6.03% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.67% | +0.08% | +10.31% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.64% | — | +6.66% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.63% | +0.02% | -7.04% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | -0.25% | -2.32% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | +0.30% | -0.92% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.15% | +0.04% | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.54% | — | +0.63% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.54% | — | — | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.53% | — | +0.57% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.52% | +0.04% | +10.25% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | +0.42% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.52% | — | -0.89% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | — | -0.82% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | +0.11% | -6.91% | |
| 40 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.50% | — | -0.74% | |
| 41 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.50% | — | -0.80% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.64% | -2.15% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.43% | — | -3.22% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.39% | — | +1.37% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.39% | — | +3.97% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | — | +1.14% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | -4.53% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.35% | -0.17% | -2.57% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.34% | — | +0.23% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.34% | — | -4.81% |