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即時揭露

2026年第3季的投資組合揭露目前正在進行,並將於11月16日截止。 截至目前,已有6,416檔基金(占~72%)揭露其持股。 基金向監管機關提交申報資料後,下方資料會即時更新。

股票 基金 部位價值 股數 狀態
VEEV圖示
2001
Veeva Systems
VEEV
US$487億
Principal Financial Group
Principal Financial Group
Iowa
US$1.71億 729,846 減碼
IJR圖示
2002
iShares Core S&P Small-Cap ETF
IJR
US$1052億
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$1.71億 1,184,816 減碼
NOC圖示
2003
Northrop Grumman
NOC
US$774億
Capital Research Global Investors
Capital Research Global Investors
California
US$1.71億 318,285 減碼
TRV圖示
2004
Travelers Companies
TRV
US$828億
ClearBridge Investments
ClearBridge Investments
New York
US$1.71億 468,037 減碼
RVMD圖示
2005
Revolution Medicines
RVMD
US$368億
UBS Group
UBS Group
Switzerland
US$1.71億 863,855 減碼
AVB圖示
2006
已下市
AvalonBay Communities
AVB
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
US$1.71億 907,436 已平倉
LYV圖示
2007
Live Nation Entertainment
LYV
US$420億
State Street
State Street
Massachusetts
US$1.71億 958,587 減碼
AXP圖示
2008
American Express
AXP
US$2141億
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$1.71億 512,107 減碼
APO圖示
2009
Apollo Global Management
APO
US$722億
Capital World Investors
Capital World Investors
California
US$1.71億 1,347,156 減碼
CVX圖示
2010
Chevron
CVX
US$4264億
Capital Research Global Investors
Capital Research Global Investors
California
US$1.71億 868,086 減碼
CVX圖示
2011
Chevron
CVX
US$4264億
JP Morgan Chase
JP Morgan Chase
New York
US$1.71億 867,845 減碼
BA圖示
2012
Boeing
BA
US$1348億
Fidelity Investments
Fidelity Investments
Massachusetts
US$1.71億 796,097 減碼
AMAT圖示
2013
Applied Materials
AMAT
US$2853億
Rafferty Asset Management
Rafferty Asset Management
New York
US$1.71億 336,056 減碼
MCK圖示
2014
McKesson
MCK
US$1256億
Invesco
Invesco
Georgia
US$1.71億 198,232 減碼
USIG圖示
2015
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
US$178億
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$1.71億 3,400,000 減碼
ORCL圖示
2016
Oracle
ORCL
US$3818億
ClearBridge Investments
ClearBridge Investments
New York
US$1.7億 1,207,932 減碼
CHRW圖示
2017
C.H. Robinson
CHRW
US$155億
Boston Partners
Boston Partners
Massachusetts
US$1.7億 1,045,636 減碼
ROST圖示
2018
Ross Stores
ROST
US$741億
Canoe Financial
Canoe Financial
Alberta, Canada
US$1.7億 800,488 已平倉
IEX圖示
2019
IDEX
IEX
US$175億
Fisher Asset Management
Fisher Asset Management
Washington
US$1.7億 747,262 減碼
NET圖示
2020
Cloudflare
NET
US$1101億
Deutsche Bank
Deutsche Bank
Germany
US$1.7億 575,103 減碼
ANET圖示
2021
Arista Networks
ANET
US$2500億
Franklin Resources
Franklin Resources
California
US$1.7億 905,105 減碼
MKSI圖示
2022
MKS Inc
MKSI
US$142億
Victory Capital Management
Victory Capital Management
Texas
US$1.7億 576,494 減碼
HONA
2023
Honeywell Aerospace
HONA
US$521億
Boston Partners
Boston Partners
Massachusetts
US$1.7億 936,163 減碼
FOXA圖示
2024
Fox Class A
FOXA
US$282億
State Street
State Street
Massachusetts
US$1.7億 2,735,154 減碼
MRK圖示
2025
Merck
MRK
US$3599億
Capital Research Global Investors
Capital Research Global Investors
California
US$1.7億 1,231,196 減碼