CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3655 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 | 4.72% | -0.10% | -1.34% | |
| 2 | MMM | 3m Co | 股票-工業 | 2.86% | — | -1.71% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.03% | -0.16% | -3.00% | |
| 4 | USB | US Bancorp | 股票-金融 | 2.02% | — | -3.46% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.02% | — | -2.46% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.92% | +0.12% | +5.26% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.61% | +0.06% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.60% | +0.24% | +0.44% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.59% | +0.20% | -3.10% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.53% | — | -3.87% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | +0.14% | -0.22% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.31% | — | -2.63% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.26% | -0.07% | -0.26% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | — | -6.89% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.18% | — | -4.82% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | -1.13% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.09% | -0.89% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.98% | — | -0.30% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.14% | -0.76% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 0.91% | — | -3.08% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.86% | — | +0.50% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.83% | -0.07% | -0.41% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | -0.13% | +1.35% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.82% | — | -1.40% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.82% | — | +6.52% | |
| 26 | ABBV | Abbvie INC | 股票-醫療保健 | 0.80% | — | -1.26% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.77% | — | -1.88% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.73% | +0.22% | +5.21% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.72% | — | -0.99% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.72% | — | -2.76% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.08% | -1.20% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.07% | -3.03% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.63% | — | -2.58% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.62% | — | -4.22% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | -0.05% | — | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | -0.21% | +0.21% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | -0.05% | -4.44% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | -1.67% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.59% | — | -2.68% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.58% | +0.10% | +7.94% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | -0.07% | -1.69% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.04% | +1.23% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.53% | -0.07% | +33.76% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | -1.07% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.02% | +2.64% | |
| 46 | PCAR | Paccar INC | 股票-工業 | 0.51% | — | -0.39% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | -0.06% | +0.94% | |
| 48 | CPRT | Copart INC | 股票-工業 | 0.48% | — | -4.35% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | — | +5.41% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.06% | -3.85% |