CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3676 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.84% | -0.10% | +1.87% | |
| 2 | MMM | 3m Co | 股票-工業 | 3.54% | — | -0.89% | |
| 3 | USB | US Bancorp | 股票-金融 | 2.75% | — | -1.02% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.46% | +0.20% | -2.73% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.06% | — | +1.20% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.93% | — | -0.93% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.91% | -0.16% | +1.24% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.56% | +0.14% | +1.27% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.37% | — | +0.97% | |
| 10 | PFE | Pfizer INC | 股票-醫療保健 | 1.31% | — | -2.00% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.28% | — | -1.50% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.25% | — | +1.26% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | +0.12% | +1.27% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.08% | — | -10.07% | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 1.04% | — | -1.09% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.61% | +2.15% | |
| 17 | GIS | General Mills INC | 股票-非循環性消費 | 0.94% | — | -2.97% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.14% | -1.24% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.09% | +0.68% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | +11.25% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | -0.21% | +0.15% | |
| 22 | EMR | Emerson Electric Co | 股票-工業 | 0.77% | — | -5.81% | |
| 23 | ✓ | 股票-其他 | 0.76% | — | -0.42% | ||
| 24 | INTC | Intel CORP | 股票-科技 | 0.75% | — | -4.45% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | +1.40% | |
| 26 | TGT | Target CORP | 股票-循環性消費 | 0.70% | — | -0.87% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | — | -2.96% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | -3.13% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.65% | — | -3.61% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.62% | — | -5.40% | |
| 31 | SLB | Slb LTD | 股票-能源 | 0.62% | — | +0.90% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.62% | — | -8.10% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.61% | — | +7.60% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.60% | — | -2.33% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | — | -4.59% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.08% | -0.80% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | — | +0.75% | |
| 38 | PCAR | Paccar INC | 股票-工業 | 0.54% | — | +0.62% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | -0.06% | -5.13% | |
| 40 | ECL | Ecolab INC | 股票-原物料 | 0.53% | — | -3.37% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | -2.49% | |
| 42 | GOOG | Alphabet A | 股票-通訊服務 | 0.52% | — | +14.75% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | — | -4.90% | |
| 44 | UTXZ | United Tech CORP | 股票-其他 | 0.51% | — | -8.05% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.50% | — | -12.37% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | -0.07% | -0.23% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | +1.14% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +3.56% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | -0.05% | +2.47% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.47% | — | +4.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet A | +0.2% | +14.75% | 加碼 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +64.59% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.87% | 加碼 |
| 4 | AMZN | Amazon.com INC | +0.1% | +25.63% | 加碼 |
| 5 | UNP | Union Pacific CORP | +0.1% | +32.42% | 加碼 |
| 6 | IEMG | Ishares Core Msci Emerging | +0.1% | +56.07% | 加碼 |
| 7 | BKNG | Booking Hldgs INC | +0.1% | +16.36% | 加碼 |
| 8 | USB | US Bancorp | 0% | -1.02% | 減碼 |
| 9 | AEP | American Electric Power Company, Inc. | 0% | -1.50% | 減碼 |
| 10 | WFC | Wells Fargo & Co | — | +1.26% | 加碼 |
| 11 | IJR | Ishares Core S&p Small-cap E | — | +1.40% | 加碼 |
| 12 | MDY | State Street Spdr S&p Midcap | 0% | +0.97% | 加碼 |
| 13 | PFE | Pfizer INC | 0% | -2.00% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | 0% | +0.68% | 加碼 |
| 15 | VZ | Verizon Communications INC | 0% | -2.33% | 減碼 |
| 16 | DVY | Ishares Select Dividend ETF | 0% | -8.10% | 減碼 |
| 17 | EFA | Ishares Msci Eafe ETF | 0% | +1.20% | 加碼 |
| 18 | PG | Procter & Gamble Co/the | 0% | -0.93% | 減碼 |
| 19 | IYR | Ishares US Real Estate ETF | 0% | -12.37% | 減碼 |
| 20 | MDT | Medtronic plc | 0% | -5.05% | 減碼 |
| 21 | IBM | Intl Business Machines CORP | 0% | -4.90% | 減碼 |
| 22 | MCK | Mckesson CORP | 0% | -5.26% | 減碼 |
| 23 | DUK | Du Pont E I De Nemour&Co | 0% | -0.47% | 減碼 |
| 24 | ✓ | 0% | -19.03% | 減碼 | |
| 25 | BMY | Bristol-myers Squibb Co | -0.1% | -3.61% | 減碼 |
| 26 | DIS | Walt Disney Co/the | -0.1% | -2.96% | 減碼 |
| 27 | MRK | Merck & Co. INC. | -0.1% | -2.49% | 減碼 |
| 28 | GILD | Gilead Sciences INC | -0.1% | -0.70% | 減碼 |
| 29 | PNR | Pentair plc | -0.1% | +1.37% | 加碼 |
| 30 | PPG | Ppg Industries INC | -0.1% | -2.89% | 減碼 |
| 31 | DJP | Ipath Bloomberg Commodity In | -0.1% | -15.07% | 減碼 |
| 32 | BAX | Baxter International INC | -0.1% | -6.21% | 減碼 |
| 33 | MMM | 3m Co | -0.1% | -0.89% | 減碼 |
| 34 | ABT | Abbott Laboratories | -0.1% | -0.23% | 減碼 |
| 35 | AAPL | Apple INC | -0.1% | +1.24% | 加碼 |
| 36 | QCOM | Qualcomm INC | -0.1% | -5.13% | 減碼 |
| 37 | PCAR | Paccar INC | -0.1% | +0.62% | 加碼 |
| 38 | CAT | Caterpillar INC | -0.1% | -15.32% | 減碼 |
| 39 | COP | Conocophillips | -0.1% | -4.97% | 減碼 |
| 40 | SLB | Slb LTD | -0.1% | +0.90% | 加碼 |
| 41 | KR | Kroger Co | -0.1% | +7.29% | 加碼 |
| 42 | ABBV | Abbvie INC | -0.1% | -3.13% | 減碼 |
| 43 | UTXZ | United Tech CORP | -0.1% | -8.05% | 減碼 |
| 44 | CVX | Chevron CORP | -0.1% | -1.24% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -2.73% | 減碼 |
| 46 | EMR | Emerson Electric Co | -0.2% | -5.81% | 減碼 |
| 47 | EEM | Ishares Msci Emerging Market | -0.3% | -10.07% | 減碼 |
| 48 | KHC | The Kraft Heinz Company | — | EXIT | 清倉 |
| 49 | KHC | Kraft Heinz Co/the | — | NEW | 新建倉 |
| 50 | ✓ | Directv | — | EXIT | 清倉 |