CIK: 0000870260
申報總市值
US$8319.4萬
僅顯示前 200 大持股（共 246 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 | 11.51% | -3.74% | +1.06% | |
| 2 | GABC | German American Bancorp | 股票-其他 | 5.35% | -4.80% | EXIT | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.42% | -0.78% | +3.90% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.73% | — | +4.92% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.31% | -1.44% | +1.98% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | +2.31% | +9.39% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.83% | -1.07% | +54.42% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.80% | -2.55% | +0.51% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.68% | -1.84% | -9.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.10% | +0.97% | +3.33% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.41% | +1.14% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | -1.15% | -0.87% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.32% | -0.71% | +4.49% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | -0.25% | +0.95% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.21% | -0.44% | +19.32% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.05% | +0.83% | +1.75% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | +2.86% | +3.22% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 0.92% | +0.08% | +8.90% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +1.87% | +7.33% | |
| 20 | CRM | Salesforce INC | 股票-科技 | 0.72% | -0.63% | EXIT | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | -0.51% | EXIT | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 0.70% | +0.47% | +3.86% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | -0.44% | EXIT | |
| 24 | ADBE | Adobe INC | 股票-科技 | 0.66% | — | +1.31% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.47% | -6.54% | |
| 26 | FITB | Fifth Third Bancorp | 股票-金融 | 0.65% | -0.56% | EXIT | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.64% | -0.48% | +9.42% | |
| 28 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.64% | — | +1.01% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | -0.44% | EXIT | |
| 30 | UPS | United Parcel Service-cl B | 股票-工業 | 0.61% | — | +3.66% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.60% | — | +39.11% | |
| 32 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.59% | -0.60% | EXIT | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | -0.37% | EXIT | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.57% | +0.68% | +6.00% | |
| 35 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.55% | -0.60% | EXIT | |
| 36 | BX | Blackstone INC | 股票-金融 | 0.54% | — | +15.53% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.52% | -0.40% | EXIT | |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.51% | — | -1.23% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.51% | -0.35% | EXIT | |
| 40 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.51% | — | +4.34% | |
| 41 | DE | Deere & Co | 股票-工業 | 0.50% | — | -6.60% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.50% | — | +0.49% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.50% | — | +6.93% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | +0.32% | +8.93% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.47% | — | -6.53% | |
| 46 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.46% | -0.32% | EXIT | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | +0.23% | +5.63% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.45% | +0.05% | +26.22% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | +1.83% | |
| 50 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.42% | — | -2.67% |