CIK: 0001132699
申報總市值
US$13.8億
僅顯示前 200 大持股（共 245 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 | AAPL | Apple INC | 股票-科技 | 9.80% | -2.20% | +9.93% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.66% | -3.22% | +12.25% | |
| 3 | ✓ | NVIDIA Corporation | 股票-其他 | 7.17% | — | -8.24% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 5.40% | -2.20% | +979.99% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.80% | -1.06% | -11.83% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 4.53% | — | +31072.51% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.39% | -4.65% | -24.46% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.32% | -0.49% | -36.48% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.19% | -1.01% | -20.73% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.51% | -1.06% | +21.92% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.15% | — | +1.19% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.70% | +0.46% | -1.60% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.61% | — | -1.13% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.59% | — | +538.45% | |
| 15 | FISV | Fiserv INC | 股票-其他 | 1.47% | — | +1.58% | |
| 16 | ✓ | Standard BioTools Inc. | 股票-其他 | 1.45% | — | -1.75% | |
| 17 | PANW | Palo Alto Networks INC | 股票-科技 | 1.41% | — | -30.49% | |
| 18 | CAH | Cardinal Health INC | 股票-醫療保健 | 1.38% | +0.75% | +196.96% | |
| 19 | FTI | TechnipFMC plc | 股票-能源 | 1.24% | — | +31.61% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.20% | — | +37.72% | |
| 21 | PEP | Pepsico INC | 股票-非循環性消費 | 1.14% | — | +100.23% | |
| 22 | WM | Waste Management INC | 股票-工業 | 1.12% | — | +109.29% | |
| 23 | UBER | Uber Technologies INC | 股票-工業 | 1.08% | — | +1.66% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 1.04% | — | +102.03% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.99% | — | +222.06% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.95% | — | +16.18% | |
| 27 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.90% | — | +195.96% | |
| 28 | ✓ | Salesforce, Inc. | 股票-其他 | 0.90% | — | +5663.00% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.87% | — | -0.05% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | — | -66.67% | |
| 31 | JLL | Jones Lang Lasalle INC | 股票-房地產 | 0.85% | — | +0.90% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | — | +1129.63% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.74% | — | -64.59% | |
| 34 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | — | +557.48% | |
| 35 | CWK | Cushman & Wakefield Limited | 股票-其他 | 0.72% | — | +124.72% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.71% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | — | -0.83% | |
| 38 | NFLX | Netflix INC | 股票-通訊服務 | 0.67% | — | +37.48% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.67% | -0.69% | -0.89% | |
| 40 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.65% | — | +30.44% | |
| 41 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.63% | — | +1.57% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.61% | — | -2.42% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.59% | — | -2.53% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.58% | +3.84% | -0.24% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | — | -1.40% | |
| 46 | SPGI | S&p Global INC | 股票-金融 | 0.52% | -1.35% | -1.03% | |
| 47 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.44% | — | +1.10% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | +0.72% | -3.33% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.39% | +0.82% | +4939.83% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.38% | — | -1.36% |