CIK: 0000092230
申報總市值
US$741.8億
僅顯示前 200 大持股（共 2613 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.21% | -0.25% | +2.19% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.59% | -0.08% | +0.72% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | -0.63% | -4.68% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.22% | +0.13% | -3.83% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.13% | -3.47% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.53% | +0.15% | +3.90% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.37% | +0.13% | +18.06% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.11% | — | -7.52% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.08% | +0.11% | -0.79% | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 1.06% | — | +0.41% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.92% | — | +7.70% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.92% | -0.06% | -3.59% | |
| 13 | ABBV | Abbvie INC | 股票-醫療保健 | 0.92% | — | -4.31% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.91% | +0.08% | -15.53% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | — | +87.30% | |
| 16 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.86% | — | -0.89% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.84% | -0.15% | -0.86% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | -0.15% | +1867.06% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.83% | — | +15.79% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | -0.09% | +16.73% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.74% | +0.24% | -2.27% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.09% | -3.30% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.71% | — | -1.57% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | — | -1.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.71% | -0.80% | -1.53% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | +0.09% | -1.80% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.67% | — | +1.57% | |
| 28 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.64% | — | +9.92% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.10% | -4.99% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.59% | — | +3651.80% | |
| 31 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.58% | — | -0.01% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.06% | -2.17% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | — | -1.09% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | -0.10% | -3.06% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 0.56% | — | +1.17% | |
| 36 | ADI | Analog Devices INC | 股票-科技 | 0.55% | +0.22% | +10.97% | |
| 37 | ELV | Elevance Health INC | 股票-醫療保健 | 0.53% | — | -3.08% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +2.52% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.51% | — | +1.57% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.49% | — | +44.02% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | +0.09% | -10.20% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.49% | — | -0.19% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.49% | +0.24% | +8.29% | |
| 44 | CCI | Crown Castle INC | 股票-房地產 | 0.48% | — | +0.30% | |
| 45 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.48% | — | -0.80% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.48% | — | +85.48% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | — | -1.72% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.48% | — | +10.69% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.46% | — | +0.29% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | +182.62% |