CIK: 0000092230
申報總市值
US$741.8億
僅顯示前 200 大持股（共 2617 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 | 5.07% | -0.25% | +6.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | -0.63% | -12.32% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.81% | -0.08% | +1.49% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.15% | -0.13% | -16.33% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.04% | +0.15% | -0.49% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.93% | +0.13% | -1.58% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.58% | -0.80% | +2.71% | |
| 8 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.56% | +0.13% | -9.52% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.07% | -0.15% | +2.17% | |
| 10 | HD | Home Depot INC | 股票-循環性消費 | 1.03% | — | -10.47% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.01% | — | +15.16% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | -0.15% | -16.06% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.95% | — | -1.46% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | — | -16.73% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.89% | — | +3.57% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.89% | — | +14.41% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.88% | +0.08% | -1.88% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.87% | -0.06% | -13.89% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | +0.24% | -5.75% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.06% | -2.66% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | -0.13% | -16.66% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | -0.09% | +2.31% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | +0.09% | -1.78% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.09% | -9.77% | |
| 25 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | -8.02% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | +15.35% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.69% | — | +4.46% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.65% | — | -7.13% | |
| 29 | ADI | Analog Devices INC | 股票-科技 | 0.62% | +0.22% | -3.90% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | -6.19% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | +0.11% | -12.24% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | -0.10% | -16.18% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.57% | — | +2.68% | |
| 34 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.57% | — | -2.12% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | -0.09% | +5.32% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.54% | -0.18% | -9.83% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | -0.71% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.54% | — | -11.89% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.10% | -14.47% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.50% | — | -12.06% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | — | -3.29% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | -0.17% | -15.13% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.48% | — | -0.99% | |
| 44 | MBB | Ishares Mbs ETF | ETF-其他 | 0.48% | +0.24% | -0.10% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.47% | — | -2.56% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | +16.63% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.47% | — | -1.34% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.45% | — | +0.76% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.45% | — | +7.46% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -7.17% |