CIK: 0000870260
申報總市值
US$8319.4萬
僅顯示前 200 大持股（共 285 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 | 10.28% | -3.74% | -0.36% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.72% | -2.55% | +2.17% | |
| 3 | GABC | German American Bancorp | 股票-其他 | 4.83% | -4.80% | EXIT | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.17% | -0.78% | -2.43% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.49% | -1.44% | -0.03% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | +2.31% | +2.56% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.65% | -1.84% | -13.59% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | -0.41% | +0.13% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.88% | +0.97% | -3.87% | |
| 10 | ✓ | Spdr Ser Tr Spdr Bloomberg | 股票-其他 | 1.73% | -1.86% | EXIT | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.60% | -1.07% | +15.38% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.46% | -0.25% | +1.93% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | -1.15% | +2.54% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.30% | +0.83% | -0.03% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 1.29% | -0.44% | +3.20% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.27% | -0.71% | +6.83% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.14% | +0.05% | +12.83% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | +1.87% | +0.40% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.78% | -0.48% | -9.85% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.78% | +0.68% | +3.03% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.75% | -0.51% | EXIT | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.74% | +0.08% | +1.67% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | +0.20% | -12.12% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.70% | — | +95.85% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | +2.86% | -23.84% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | — | +2.83% | |
| 27 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | +0.47% | -1.76% | |
| 28 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.65% | -0.60% | EXIT | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 0.64% | +0.23% | +6.74% | |
| 30 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.62% | — | +147.86% | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 0.61% | -0.56% | EXIT | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | -0.14% | +13.45% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.58% | -0.63% | EXIT | |
| 34 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.58% | -0.60% | EXIT | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | — | -0.52% | |
| 36 | BX | Blackstone INC | 股票-金融 | 0.52% | — | +1.15% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | +0.51% | +30.12% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.47% | -4.37% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.18% | +11.68% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.46% | — | -1.40% | |
| 41 | NOW | Servicenow INC | 股票-科技 | 0.43% | -0.40% | EXIT | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.42% | -0.35% | EXIT | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.41% | — | +7.93% | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.41% | — | +84.47% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | +0.32% | +3.85% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工業 | 0.40% | — | -3.38% | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.40% | — | +9.13% | |
| 48 | INDA | Ishares Msci India ETF | ETF-其他 | 0.40% | — | +6.02% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.39% | — | — | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.38% | — | +9.93% |