CIK: 0001137881
申報總市值
US$88.6億
僅顯示前 200 大持股（共 1534 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 | 4.31% | — | -1.88% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.04% | -0.19% | +2.06% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -1.03% | +3.78% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.68% | -0.14% | +5.53% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.45% | -0.22% | +16.89% | |
| 6 | EMR | Emerson Electric Co | 股票-工業 | 2.42% | — | -0.49% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.35% | -0.33% | +3.38% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.94% | — | — | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.82% | -0.14% | -1.28% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.77% | -0.14% | +3.08% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.52% | — | -4.70% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.47% | — | +4.19% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.39% | — | +12.83% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | — | +2.29% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.16% | — | +2.26% | |
| 16 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.11% | — | +5.03% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -1.28% | +0.30% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.05% | +0.17% | +7.35% | |
| 19 | HON | Honeywell International INC | 股票-工業 | 1.05% | +0.14% | +7.38% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | — | +11.25% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.94% | +0.15% | +21.14% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.06% | — | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.92% | -0.34% | +1.66% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +7.48% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.82% | — | -0.58% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 0.81% | — | +0.09% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.14% | +1.62% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | — | +3.31% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.74% | — | +3.49% | |
| 30 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.73% | — | +3.68% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.73% | — | +3.20% | |
| 32 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.71% | — | +17.49% | |
| 33 | ELV | Elevance Health INC | 股票-醫療保健 | 0.68% | — | +4.19% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.68% | — | +8.96% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工業 | 0.67% | — | +3.04% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.65% | -0.11% | +7.65% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.60% | +0.14% | +4.44% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.16% | +2.38% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.57% | — | +4.58% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.57% | — | +3.55% | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.57% | — | +2.64% | |
| 42 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.55% | — | +5.95% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | — | +3.16% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.54% | — | -0.79% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.52% | — | +0.56% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.51% | — | +3.93% | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.50% | — | +3.29% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +13.50% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.49% | — | +2.61% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | — | +1.97% |