CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3665 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 | 4.49% | -0.10% | -1.79% | |
| 2 | MMM | 3m Co | 股票-工業 | 3.53% | — | -4.21% | |
| 3 | USB | US Bancorp | 股票-金融 | 2.22% | — | -2.85% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.16% | — | -0.06% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.16% | +0.01% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.70% | +0.20% | -1.78% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.63% | +0.14% | -0.52% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.61% | — | -1.93% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.61% | +0.41% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.57% | — | -0.18% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.45% | +0.24% | +7.53% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.40% | +0.12% | -15.87% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.25% | — | +8.91% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.09% | -0.54% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | — | +2.95% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.98% | — | +10.40% | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 0.95% | — | -2.63% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 0.93% | — | -0.40% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.14% | -1.66% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 0.89% | — | -2.42% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.88% | -0.07% | +1.59% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 0.86% | — | -0.05% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.81% | — | +0.55% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.77% | — | +1.80% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | -0.13% | -0.32% | |
| 26 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.75% | -0.07% | -3.06% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.73% | +0.22% | +6.25% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.72% | — | -3.41% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.72% | — | +2.63% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.72% | — | +0.60% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | — | -0.92% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.66% | — | -1.03% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.66% | — | -1.97% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.08% | -2.15% | |
| 35 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.62% | — | -0.19% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.62% | — | -0.05% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | -0.05% | -1.98% | |
| 38 | GIS | General Mills INC | 股票-非循環性消費 | 0.60% | — | -8.37% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | -0.21% | -1.02% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.59% | +0.10% | +0.24% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.59% | — | -4.72% | |
| 42 | PCAR | Paccar INC | 股票-工業 | 0.58% | — | +10.17% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.55% | — | -2.03% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.07% | -1.17% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.04% | +2.80% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.07% | -2.08% | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | — | -0.92% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +0.69% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | -1.31% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.47% | +0.02% | +0.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.2% | +0.41% | 加碼 |
| 2 | SCHP | Schwab U.s. Tips ETF | +0.2% | +12872028.57% | 加碼 |
| 3 | AMZN | Amazon.com INC | +0.1% | +1.59% | 加碼 |
| 4 | INTC | Intel CORP | +0.1% | +1.80% | 加碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.91% | 加碼 |
| 6 | WMT | Walmart INC | +0.1% | +0.24% | 加碼 |
| 7 | AAPL | Apple INC | +0.1% | +0.01% | 加碼 |
| 8 | MMM | 3m Co | +0.1% | -4.21% | 減碼 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.53% | 加碼 |
| 10 | HD | Home Depot INC | +0.1% | +0.60% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.54% | 減碼 |
| 12 | BAC | Bank Of America CORP | +0.1% | +2.80% | 加碼 |
| 13 | HRL | Hormel Foods CORP | +0.1% | +33.21% | 加碼 |
| 14 | ✓ | Mylan N V | +0.1% | +16.62% | 加碼 |
| 15 | VNQ | Vanguard Real Estate ETF | +0.1% | +10.40% | 加碼 |
| 16 | IEMG | Ishares Core Msci Emerging | +0.1% | +6.25% | 加碼 |
| 17 | CPRT | Copart INC | +0.1% | -1.92% | 減碼 |
| 18 | WDC | Western Digital CORP | +0.1% | +124.77% | 加碼 |
| 19 | BA | Boeing Co/the | 0% | -2.03% | 減碼 |
| 20 | DAL | Delta Air Lines INC | 0% | +4.11% | 加碼 |
| 21 | JNJ | Johnson & Johnson | 0% | -0.52% | 減碼 |
| 22 | ABBV | Abbvie INC | 0% | -0.05% | 減碼 |
| 23 | UNH | Unitedhealth Group INC | 0% | -3.06% | 減碼 |
| 24 | ACN | Accenture plc | 0% | -2.15% | 減碼 |
| 25 | WFC | Wells Fargo & Co | 0% | -2.42% | 減碼 |
| 26 | MCD | Mcdonald's CORP | 0% | -0.92% | 減碼 |
| 27 | EMR | Emerson Electric Co | 0% | -1.97% | 減碼 |
| 28 | CSCO | Cisco Systems INC | 0% | -1.31% | 減碼 |
| 29 | IWB | Ishares Russell 1000 ETF | 0% | +5.83% | 加碼 |
| 30 | UNP | Union Pacific CORP | 0% | -2.09% | 減碼 |
| 31 | MUB | Ishares National Muni Bond E | 0% | +17.36% | 加碼 |
| 32 | PEP | Pepsico INC | 0% | -0.40% | 減碼 |
| 33 | IWR | Ishares Russell Mid-cap ETF | 0% | +2.63% | 加碼 |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | -0.32% | 減碼 |
| 35 | MDY | State Street Spdr S&p Midcap | 0% | -0.18% | 減碼 |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | +2.95% | 加碼 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.79% | 減碼 |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.06% | 減碼 |
| 39 | GBF | Ishares Government/credit Bo | -0.1% | -92.51% | 減碼 |
| 40 | CVS | Cvs Health CORP | -0.1% | -7.53% | 減碼 |
| 41 | MRK | Merck & Co. INC. | -0.1% | -2.64% | 減碼 |
| 42 | BCRUSD | Cr Bard INC | -0.1% | -99.96% | 減碼 |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -38.73% | 減碼 |
| 44 | GVI | Ishares Intermediate Governm | -0.1% | -37.69% | 減碼 |
| 45 | CELG | Celgene CORP | -0.1% | -3.21% | 減碼 |
| 46 | TIP | Ishares Tips Bond ETF | -0.1% | -20.90% | 減碼 |
| 47 | USB | US Bancorp | -0.2% | -2.85% | 減碼 |
| 48 | AEP | American Electric Power Company, Inc. | -0.3% | -4.72% | 減碼 |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.3% | -15.87% | 減碼 |
| 50 | ✓ | Level 3 Communications INC | — | EXIT | 清倉 |