CIK: 0000870260
申報總市值
US$8319.4萬
僅顯示前 200 大持股（共 280 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 | 8.01% | -3.74% | -13.83% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.67% | -2.55% | -13.88% | |
| 3 | GABC | German American Bancorp | 股票-其他 | 5.09% | -4.80% | EXIT | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.60% | -0.78% | -9.65% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.63% | -1.44% | -6.99% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | +2.31% | -3.46% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.13% | -1.84% | -6.97% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.04% | -0.41% | -3.42% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.93% | -0.25% | +17.16% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.84% | +0.97% | -13.84% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.81% | +0.83% | -8.20% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.48% | -1.15% | -15.02% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | +1.87% | -2.59% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.39% | +0.05% | -0.40% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.71% | -4.54% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | +0.20% | -7.78% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.31% | +2.86% | -2.50% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.16% | -1.07% | -14.83% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.09% | +0.68% | -1.60% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.04% | — | — | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.81% | -0.44% | -21.50% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | -0.48% | -6.82% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 0.79% | +0.23% | -1.72% | |
| 24 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.78% | -0.60% | EXIT | |
| 25 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.69% | -0.60% | EXIT | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.63% | -0.63% | EXIT | |
| 27 | FITB | Fifth Third Bancorp | 股票-金融 | 0.60% | -0.56% | EXIT | |
| 28 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.56% | -0.44% | EXIT | |
| 29 | NOW | Servicenow INC | 股票-科技 | 0.56% | -0.40% | EXIT | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | -0.18% | -25.88% | |
| 31 | BUXX | Strive Enhanced Income Short | ETF-其他 | 0.55% | — | +82.88% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | -0.14% | -2.47% | |
| 33 | BX | Blackstone INC | 股票-金融 | 0.52% | — | +0.07% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | -3.77% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.51% | — | +215.25% | |
| 36 | CLOX | Eldridge Aaa Clo ETF | ETF-其他 | 0.48% | -0.31% | EXIT | |
| 37 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.47% | — | +49.98% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | -0.44% | EXIT | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | +0.08% | -29.10% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | -0.40% | EXIT | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.41% | -0.30% | EXIT | |
| 42 | UBER | Uber Technologies INC | 股票-工業 | 0.40% | -0.31% | EXIT | |
| 43 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 0.40% | — | — | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | +0.32% | -19.59% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.38% | — | +22.81% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.38% | — | -40.19% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.38% | — | -1.86% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | +0.47% | -39.54% | |
| 49 | GS | Goldman Sachs Group INC | 股票-金融 | 0.35% | — | -19.68% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.35% | — | — |