CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 839 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 | 10.19% | -2.20% | -0.10% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 7.97% | -1.57% | -4.08% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.48% | -0.18% | +0.54% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.26% | +0.90% | +0.42% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 3.03% | -0.24% | -0.80% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.68% | -0.04% | -0.36% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.43% | +0.42% | -3.80% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.16% | +1.14% | +17.72% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.87% | +0.13% | -4.74% | |
| 10 | SO | Southern Co/the | 股票-公用事業 | 1.83% | -0.41% | -2.35% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.83% | +0.12% | +0.14% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | +0.64% | +854.83% | |
| 13 | AFL | Aflac INC | 股票-金融 | 1.54% | — | -0.79% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.39% | -0.25% | -0.75% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.11% | +0.02% | -0.94% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.07% | +0.12% | +0.69% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.05% | +0.02% | -0.96% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.96% | — | -1.60% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.92% | +0.08% | +0.04% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | +0.30% | -0.74% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.15% | -1.22% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | -0.02% | -3.23% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.61% | — | -1.56% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.59% | +0.04% | -6.73% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | -0.95% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.54% | -0.14% | -0.62% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | +0.11% | +7.40% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.50% | +0.34% | +1.44% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | -3.06% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | -2.28% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.48% | — | +1.27% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | +0.04% | +8.16% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.42% | — | +1.18% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | — | +4.62% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | +0.12% | -5.14% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.38% | — | -1.19% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | -4.79% | |
| 38 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.37% | — | -1.14% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | — | +1.08% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.36% | +0.30% | -33.15% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.35% | — | +2.00% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.34% | +0.05% | +99.37% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.34% | -0.17% | -7.65% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.33% | — | -7.94% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | +7.86% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.30% | — | -0.97% | |
| 47 | VFH | Vanguard Financials ETF | ETF-其他 | 0.30% | — | -1.43% | |
| 48 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 0.29% | +0.06% | +2.97% | |
| 49 | GD | General Dynamics CORP | 股票-工業 | 0.29% | — | +90.72% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | -6.15% |