CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 214 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 7.02% | -0.65% | +1.29% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.19% | — | +2.20% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-其他 | 4.97% | -0.12% | +1.43% | |
| 4 | VFH | Vanguard Financials ETF | ETF-其他 | 3.60% | -0.17% | +6.12% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.12% | — | -0.93% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.09% | -0.15% | +3.23% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.89% | +0.18% | +9.51% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.93% | +0.07% | -2.48% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.87% | — | -0.38% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.68% | — | +0.14% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.67% | -0.06% | -1.14% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.56% | — | +0.70% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.56% | — | -1.81% | |
| 14 | PEP | Pepsico INC | 股票-非循環性消費 | 1.44% | — | -0.60% | |
| 15 | VOX | Vanguard Communication Servi | ETF-其他 | 1.10% | — | +0.26% | |
| 16 | CMI | Cummins INC | 股票-工業 | 1.07% | — | -1.87% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.06% | — | -2.84% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.03% | — | -1.18% | |
| 19 | NSC | Norfolk Southern CORP | 股票-工業 | 1.00% | — | +1.91% | |
| 20 | MMM | 3m Co | 股票-工業 | 0.96% | — | +0.29% | |
| 21 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.91% | — | -0.22% | |
| 22 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.84% | — | -1.51% | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.82% | — | -0.88% | |
| 24 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.82% | — | -1.38% | |
| 25 | COP | Conocophillips | 股票-能源 | 0.79% | — | -0.18% | |
| 26 | MO | Altria Group INC | 股票-非循環性消費 | 0.79% | — | -3.22% | |
| 27 | CAT | Caterpillar INC | 股票-工業 | 0.77% | — | -1.01% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.74% | — | +9.49% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.73% | — | -0.23% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | — | +0.13% | |
| 31 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.70% | — | -0.10% | |
| 32 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.68% | — | +1.64% | |
| 33 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.67% | — | +20.55% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.66% | — | -17.59% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.64% | — | -1.31% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | -0.07% | -1.28% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.60% | — | -0.51% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.34% | -0.38% | |
| 39 | UTXZ | United Tech CORP | 股票-其他 | 0.58% | — | -0.72% | |
| 40 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.57% | — | +0.15% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.56% | — | +3.71% | |
| 42 | MET | Metlife INC | 股票-金融 | 0.55% | — | -0.75% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | — | +4.70% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | — | -3.80% | |
| 45 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.09% | +609.59% | |
| 46 | PRU | Prudential Financial INC | 股票-金融 | 0.51% | — | +0.09% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | -2.77% | |
| 48 | ✓ | Marathon Oil | 股票-其他 | 0.49% | — | +2.03% | |
| 49 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.48% | — | +6.30% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.47% | — | +3.16% |