CIK: 0000870260
申報總市值
US$8319.4萬
僅顯示前 200 大持股（共 260 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 | 11.14% | -3.74% | -1.28% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.46% | -2.55% | -0.10% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.05% | -0.78% | +0.74% | |
| 4 | GABC | German American Bancorp | 股票-其他 | 3.79% | -4.80% | EXIT | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.67% | -1.44% | -0.26% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | +2.31% | -1.28% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.74% | -1.84% | -1.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.23% | +0.97% | +1.64% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.03% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.41% | -2.25% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.57% | +0.83% | +16.20% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | -1.15% | -1.48% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.48% | +0.20% | +94.67% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.45% | -0.25% | -4.69% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.35% | -0.71% | -2.28% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.25% | -0.44% | -1.00% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.18% | +0.05% | -0.04% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | +1.87% | -0.08% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.01% | -1.07% | -38.18% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.82% | +0.68% | +4.84% | |
| 21 | BUXX | Strive Enhanced Income Short | ETF-其他 | 0.79% | — | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.76% | — | +3.04% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.75% | -0.48% | -5.43% | |
| 24 | CRM | Salesforce INC | 股票-科技 | 0.72% | -0.63% | EXIT | |
| 25 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.69% | -0.60% | EXIT | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.67% | +0.08% | -0.64% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | +2.86% | -1.20% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.66% | +0.23% | -9.80% | |
| 29 | FITB | Fifth Third Bancorp | 股票-金融 | 0.62% | -0.56% | EXIT | |
| 30 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.62% | -0.60% | EXIT | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.58% | -0.51% | EXIT | |
| 32 | BX | Blackstone INC | 股票-金融 | 0.58% | — | -1.96% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.58% | +0.47% | -4.05% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | +0.51% | +11.00% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.18% | +12.93% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.55% | — | -2.84% | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.54% | -0.37% | EXIT | |
| 38 | NOW | Servicenow INC | 股票-科技 | 0.53% | -0.40% | EXIT | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | — | +0.28% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | -0.14% | -6.53% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | -0.35% | EXIT | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | -0.47% | -0.41% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.42% | — | +42.56% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.41% | -0.40% | EXIT | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.41% | — | +0.45% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | +0.32% | -2.33% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.38% | -0.30% | EXIT | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | -0.44% | EXIT | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.37% | — | -1.96% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.37% | — | -3.60% |