XLY | Consumer Discretionary Select Sector SPDR Fund | 22.02% | 6.6% | 0.19 | -39.7% |
00757 | 統一FANG+ | 9.65% | 18.3% | 0.69 | -41.9% |
00903 | 富邦元宇宙 | 9.34% | - | - | - |
00916 | 國泰全球品牌50 | 8.71% | - | - | - |
VWUAX | Vanguard U.S. Growth Fund Admiral Shares | 8.33% | 13.2% | 0.42 | -45.1% |
009801 | 中信美國創新科技 | 8.19% | - | - | - |
00971 | 野村美國研發龍頭 | 7.65% | - | - | - |
009815 | 大華美國MAG7+ | 7.48% | - | - | - |
00980T | 平衡凱基美國TOP | 7.32% | - | - | - |
MGK | Vanguard Mega Cap Growth Index Fund | 7.23% | 13.2% | 0.45 | -36% |
IWF | iShares Russell 1000 Growth ETF | 6.45% | 12.9% | 0.45 | -32.7% |
VOOG | Vanguard S&P 500 Growth Index Fund | 6.34% | 17.3% | 0.6 | -32.7% |
VONG | Vanguard Russell 1000 Growth Index Fund | 6.32% | 13% | 0.46 | -32.7% |
VUG | Vanguard Growth Index Fund | 6.17% | 12.2% | 0.42 | -35.6% |
VIGAX | Vanguard Growth Index Fd Admiral Shs | 6.17% | 17.1% | 0.59 | -35.6% |
VIGIX | Vanguard Growth Index Institutional | 6.17% | 17.1% | 0.59 | -35.6% |
009813 | 貝萊德標普卓越50 | 6.04% | - | - | - |
SCHG | Schwab U.S. Large-Cap Growth ETF | 5.92% | 13.3% | 0.46 | -34.6% |
009810 | 保德信全球藍籌 | 5.7% | - | - | - |
009811 | 統一美國50 | 5.62% | - | - | - |
QQQ | Invesco QQQ Trust | 5.49% | 13.8% | 0.48 | -35.1% |
VWELX | Vanguard Wellington Fund | 5.49% | 12.3% | 0.64 | -20.9% |
QQQM | Invesco NASDAQ 100 ETF | 5.47% | 13.8% | 0.48 | -35% |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 4.78% | - | - | - |
VWENX | Vanguard Wellington Fund Admiral Shares | 4.74% | 9.7% | 0.44 | -20.8% |
009806 | 台新標普500 | 4.7% | - | - | - |
00662 | 富邦NASDAQ | 4.46% | 15% | 0.68 | -28.7% |
009800 | 中信NASDAQ | 4.44% | - | - | - |
VIIIX | Vanguard Institutional Index Fund | 4.35% | 20.6% | 0.85 | -24.5% |
VFINX | Vanguard 500 Index Fund | 4.35% | 20.5% | 0.84 | -24.6% |
00926 | 凱基全球菁英55 | 4.26% | - | - | - |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 4.25% | 13% | 0.46 | -32.7% |
IVW | iShares S&P 500 Growth ETF | 4.23% | 12.9% | 0.46 | -32.7% |
IUSG | iShares Core S&P U.S. Growth ETF | 4.02% | 12.7% | 0.45 | -32.2% |
SPLG | SPDR Portfolio S&P 500 ETF | 3.87% | 17.6% | 0.78 | -24.5% |
SPY | SPDR S&P 500 ETF Trust | 3.86% | 12.1% | 0.47 | -24.5% |
VITSX | Vanguard Total Stock Market Index Fund | 3.86% | 20.2% | 0.82 | -25.4% |
VTSAX | Vanguard Total Stock Market Index Fund | 3.86% | 20.2% | 0.81 | -25.4% |
00858 | 永豐美國500大 | 3.86% | 13.2% | 0.73 | -20.8% |
IVV | iShares Core S&P 500 ETF | 3.85% | 12.1% | 0.48 | -24.5% |
VBIAX | Vanguard Balanced Index Fund Admiral Shares | 3.85% | 8.9% | 0.38 | -21.5% |
VBINX | Vanguard Balanced Index Fund | 3.85% | 11.6% | 0.59 | -21.6% |
VBAIX | Vanguard Balanced Index Fund Institutional Shares | 3.85% | 8.9% | 0.38 | -21.5% |
00886 | 永豐美國科技 | 3.83% | 10.5% | 0.49 | -32.6% |
VWNFX | Vanguard Windsor II Fund | 3.74% | 20.2% | 0.84 | -22.7% |
VV | Vanguard Large Cap Index Fund | 3.73% | 11.7% | 0.45 | -25.7% |
VLCAX | Vanguard Large Cap Index Fund Admiral Shs | 3.73% | 15.7% | 0.63 | -25.7% |
00924 | 復華S&P500成長 | 3.73% | - | - | - |
VOO | Vanguard 500 Index Fund | 3.69% | 12.1% | 0.48 | -24.5% |
VINIX | Vanguard Institutional Index Fund Institutional Shares | 3.69% | 15.9% | 0.65 | -24.5% |
VFIAX | Vanguard 500 Index Fd Admiral Shs | 3.69% | 15.9% | 0.65 | -24.5% |
SCHX | Schwab U.S. Large-Cap ETF | 3.63% | 11.5% | 0.45 | -25.4% |
009814 | 富邦標普500 | 3.56% | - | - | - |
00646 | 元大S&P500 | 3.55% | 13.2% | 0.74 | -19.6% |
IWB | iShares Russell 1000 ETF | 3.54% | 11.3% | 0.43 | -25.2% |
SPYV | SPDR Portfolio S&P 500 Value ETF | 3.44% | 10.4% | 0.43 | -17.9% |
IVE | iShares S&P 500 Value ETF | 3.42% | 10.2% | 0.42 | -18% |
SCHB | Schwab U.S. Broad Market ETF | 3.41% | 10.9% | 0.41 | -25.4% |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 3.41% | 15% | 0.56 | -33.7% |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 3.38% | 10.8% | 0.41 | -25.4% |
TQQQ | ProShares UltraPro QQQ | 3.35% | 18% | 0.51 | -81.6% |
VTI | Vanguard Total Stock Market Index Fund | 3.3% | 10.9% | 0.41 | -25.4% |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | 3.3% | 15.1% | 0.6 | -25.4% |
00986A | 主動台新龍頭成長 | 3.3% | - | - | - |
IUSV | iShares Core S&P U.S. Value ETF | 3.23% | 12.5% | 0.57 | -17.9% |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 3% | 8.8% | 0.32 | -20.8% |
ESGU | iShares ESG Aware MSCI USA ETF | 2.96% | 11.8% | 0.44 | -33.9% |
VWNAX | Vanguard Windsor II Fund Admiral Shares | 2.77% | 15.2% | 0.64 | -22.7% |
00668 | 國泰美國道瓊 | 2.64% | 9.6% | 0.58 | -17.6% |
00668K | 國泰美國道瓊+U | 2.64% | 6.8% | 0.41 | -21.6% |
ACWI | iShares MSCI ACWI ETF | 2.42% | 9.6% | 0.36 | -26.4% |
00983A | 主動中信ARK創新 | 2.16% | - | - | - |
VT | Vanguard Total World Stock Index Fund | 2.02% | 9.4% | 0.34 | -26.4% |
VTWAX | Vanguard Total World Stock Index Fund Admiral Shares | 2.02% | 13.2% | 0.54 | -26.4% |
VTWIX | Vanguard Total World Stock Index I | 2.02% | 13.2% | 0.55 | -26.4% |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.99% | - | - | - |
JEPI | JPMorgan Equity Premium Income ETF | 1.49% | 8.2% | 0.34 | -13.7% |
FNDX | Schwab Fundamental U.S. Large Company Index ETF | 1.47% | 14.4% | 0.66 | -19.1% |
MOAT | VanEck Morningstar Wide Moat ETF | 1.33% | 13.5% | 0.48 | -33.3% |
VPMCX | Vanguard PrimeCap Fund | 1.12% | 19.3% | 0.78 | -25.2% |
VPMAX | Vanguard PRIMECAP Fund Admiral Shares | 1.02% | 14.6% | 0.57 | -25.2% |
00989A | 主動摩根美國科技 | 0.76% | - | - | - |
00737 | 國泰AI機器人 | 0.74% | 0.5% | 0.06 | -34.2% |
RSP | Invesco S&P 500 Equal Weight ETF | 0.2% | 8% | 0.26 | -21.4% |
USMV | iShares MSCI USA Min Vol Factor ETF | 0.11% | 9.5% | 0.43 | -17.9% |