CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 874 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 | 10.72% | -2.20% | -0.68% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.87% | -0.18% | +2.29% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.56% | +0.90% | -0.31% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 6.47% | -1.57% | -1.92% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 3.48% | -0.24% | -4.81% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.04% | -2.37% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.38% | +1.14% | -15.21% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.11% | +0.42% | -11.64% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.06% | +0.13% | +0.20% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.80% | +0.64% | -13.15% | |
| 11 | SO | Southern Co/the | 股票-公用事業 | 1.78% | -0.41% | -44.74% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.74% | +0.12% | -0.50% | |
| 13 | AFL | Aflac INC | 股票-金融 | 1.45% | — | -7.93% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.17% | +0.02% | -0.44% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.12% | +0.12% | +0.90% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.11% | +0.02% | -2.13% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | -0.25% | -2.52% | |
| 18 | HD | Home Depot INC | 股票-循環性消費 | 0.92% | — | -5.07% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | +0.15% | -0.97% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.91% | +0.08% | +0.67% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.87% | +0.30% | -0.38% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | -0.02% | -6.64% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.66% | +0.34% | +0.66% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.61% | — | -0.19% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.61% | +0.04% | -32.44% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.55% | -0.14% | +2.67% | |
| 27 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.53% | — | +4.62% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | -47.05% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | +0.04% | -10.50% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | +0.11% | -5.15% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | — | +1.95% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | -8.21% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | -5.95% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | -1.77% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.40% | +0.30% | -45.84% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.39% | — | -7.27% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | +0.12% | -1.82% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.37% | — | -2.37% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.36% | — | +129.32% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | -8.50% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.36% | — | +0.03% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.35% | — | -10.03% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.35% | +0.26% | -5.56% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.33% | — | -18.77% | |
| 45 | VFH | Vanguard Financials ETF | ETF-其他 | 0.33% | — | -51.06% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.32% | -0.17% | -1.63% | |
| 47 | QGRO | American Century US Quality | ETF-其他 | 0.30% | +0.04% | +0.02% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | -3.55% | |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.30% | — | -21.83% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.30% | — | -21.43% |