CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 840 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 | 8.86% | -2.20% | -0.31% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.63% | +0.90% | -1.23% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.14% | -0.18% | -2.43% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 6.30% | -1.57% | +0.16% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.54% | -0.04% | -1.28% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | +0.42% | -1.10% | |
| 7 | SYU1 | Synovus Financial CORP | 股票-其他 | 1.92% | -0.24% | +0.61% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.83% | +0.13% | -3.38% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.78% | +0.04% | -2.36% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.52% | — | -2.00% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | +1.14% | -11.47% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.31% | +0.12% | +0.16% | |
| 13 | SO | Southern Co/the | 股票-公用事業 | 1.31% | -0.41% | +0.54% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.17% | -0.02% | +4.26% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.13% | — | -3.63% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.06% | — | -3.10% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.01% | +0.02% | +0.82% | |
| 18 | AFL | Aflac INC | 股票-金融 | 0.95% | — | -1.86% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.89% | — | -2.29% | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 0.86% | — | -0.25% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | -0.25% | -1.61% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.77% | — | -2.57% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | +0.02% | -2.31% | |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.75% | — | -2.54% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.71% | — | -2.19% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.69% | +0.08% | -1.41% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | -3.99% | |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.68% | — | +0.64% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | +0.64% | +2.31% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | +0.30% | -1.87% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.15% | +0.69% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.63% | — | -0.16% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.54% | — | -0.36% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | +0.26% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | +0.07% | |
| 36 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.53% | — | -1.89% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | +0.80% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.49% | — | -1.82% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | +0.53% | |
| 40 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.49% | — | -0.72% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | +0.04% | -3.66% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | +0.11% | -6.19% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.42% | — | -1.20% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | — | +1.92% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.41% | — | +3.34% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.38% | — | +1.64% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.37% | — | +26.76% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | -2.56% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.35% | -0.17% | +2.96% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.34% | +0.34% | +6.60% |