CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3677 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 | 4.59% | -0.10% | +1.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.61% | -0.41% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.97% | +0.12% | +1.24% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.63% | -0.16% | -0.45% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.30% | +0.02% | +71.32% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.97% | +0.24% | +1.95% | |
| 7 | MMM | 3m Co | 股票-工業 | 1.92% | — | -1.61% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.69% | -0.07% | +3.14% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.63% | — | -1.51% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.58% | — | -4.34% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.56% | +0.22% | +31.85% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | +0.14% | -1.29% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.38% | — | +6.43% | |
| 14 | USB | US Bancorp | 股票-金融 | 1.28% | — | -0.94% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | -0.05% | +82.39% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.12% | — | +3.65% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.12% | — | -1.41% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.10% | — | -0.08% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | — | +4.48% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.13% | +5.68% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.09% | +2.20% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | -0.21% | +0.26% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.92% | — | -5.07% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.90% | -0.07% | -1.73% | |
| 25 | CPRT | Copart INC | 股票-工業 | 0.89% | — | -5.71% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.87% | — | -2.85% | |
| 27 | WMT | Walmart INC | 股票-非循環性消費 | 0.86% | +0.10% | -0.84% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.83% | — | -1.61% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.76% | -0.07% | +1.24% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.74% | -0.07% | +2.74% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.71% | — | -3.12% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.68% | — | -0.91% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | +1.69% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | — | -1.83% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.65% | — | -0.89% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.08% | -1.23% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | +0.20% | -4.56% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.62% | — | -1.35% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | -0.05% | -3.28% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | — | -2.07% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.56% | — | +1.37% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.06% | -1.83% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.53% | — | +2147.04% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | -0.06% | +7.37% | |
| 45 | PCAR | Paccar INC | 股票-工業 | 0.51% | — | -0.09% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.50% | — | +46.27% | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.50% | — | +5.20% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | +3.81% | |
| 49 | TGT | Target CORP | 股票-循環性消費 | 0.49% | — | +10.87% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | -0.35% |