CIK: 0001091370
申報總市值
US$16.7億
僅顯示前 200 大持股（共 336 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 | AAPL | Apple INC | 股票-科技 | 7.71% | -0.28% | +3.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | -0.63% | +2.15% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.31% | -0.09% | +0.53% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.90% | -0.19% | +6.20% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.76% | — | +7.09% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | -0.30% | +7.88% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.38% | — | +7.82% | |
| 8 | HD | Home Depot INC | 股票-循環性消費 | 1.36% | — | +2.69% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.35% | — | +4.52% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.24% | — | +1.15% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.24% | — | +4.68% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.18% | — | +36.58% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | — | +1.39% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | -0.10% | +8.67% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.13% | +7.92% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.06% | — | +0.09% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | +1.61% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.02% | — | +45.18% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.96% | — | +1.69% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.95% | — | +3.28% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.08% | +2.27% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 0.93% | +0.16% | +7.76% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | +0.08% | +2.46% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.88% | — | +27.09% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.81% | -0.08% | +12.57% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.12% | +12.40% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.10% | +11.39% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.74% | — | +2.68% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | +0.24% | +7.73% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.74% | — | +13.29% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.73% | -0.21% | +7.06% | |
| 32 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.68% | — | +211.40% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.65% | — | +7.96% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | +0.07% | +6.47% | |
| 35 | DG | Dollar General CORP | 股票-非循環性消費 | 0.58% | — | +0.85% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.57% | — | +16.06% | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | +6.85% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.53% | — | — | |
| 39 | PYPL | Paypal Holdings INC | 股票-金融 | 0.53% | — | -25.65% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.17% | +2.22% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | — | +9.62% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | +5.75% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | +17.17% | |
| 44 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.48% | — | +35.31% | |
| 45 | INTU | Intuit INC | 股票-科技 | 0.46% | — | +8.31% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | +8.11% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.46% | — | +7.20% | |
| 48 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.46% | — | +0.92% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.45% | — | +5.18% | |
| 50 | CAT | Caterpillar INC | 股票-工業 | 0.45% | +0.08% | +230.59% |