Appleton Group, LLC
- SEC CIK
- 0001454759
- 最新申報
- 2023/11/8
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/27 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 26
- 較 2022 年第 1 季 −17
- 總值
- $1,719 萬
- 較 2022 年第 1 季 −$5,465 萬 (−76.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Aggregate Bond ETF808524839 | ETF | 49,851 | $238.6 萬 | 13.9% | +7,419+17.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,618 | $157.2 萬 | 9.1% | +133+0.6% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,691 | $150.6 萬 | 8.8% | −13,301−49.3% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 22,934 | $148.1 萬 | 8.6% | +22,934 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 17,041 | $106.9 萬 | 6.2% | −128,303−88.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 16,201 | $101.1 萬 | 5.9% | −127,796−88.7% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,854 | $84.9 萬 | 4.9% | +163+2.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,074 | $78.2 萬 | 4.5% | +18+0.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 13,339 | $77.4 萬 | 4.5% | −288,854−95.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 15,972 | $62.3 萬 | 3.6% | −1,060−6.2% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,152 | $56.5 萬 | 3.3% | +33+0.8% | 加碼 | – |
| ProShares Tr74347G374 | PSHS ULDOW30 NEW | 7,938 | $41.5 萬 | 2.4% | +7,938 | 新進 | – |
| ENPHEnphase Energy, Inc. | Stock | 2,088 | $40.8 萬 | 2.4% | −583−21.8% | 減碼 | 歷史 |
| ProShares Ultrashort S&P 50074347G416 | ETF | 8,064 | $40.6 萬 | 2.4% | −4,037−33.4% | 減碼 | – |
| GOLFAcushnet Holdings Corp. | COM | 8,142 | $33.9 萬 | 2.0% | +8,142 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 1,921 | $33.6 萬 | 2.0% | +985+105.2% | 加碼 | 歷史 |
| NICNicolet Bankshares Inc | COM | 4,285 | $31.0 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,427 | $30.6 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347G689 | ULTSHT RUSS2000 | 15,441 | $29.9 萬 | 1.7% | −7,724−33.3% | 減碼 | – |
| VMWVmware LLC | CL A COM | 2,372 | $27.0 萬 | 1.6% | +2,372 | 新進 | 歷史 |
| SKXSkechers USA Inc | CL A | 7,554 | $26.9 萬 | 1.6% | +7,554 | 新進 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 3,531 | $26.2 萬 | 1.5% | +3,531 | 新進 | – |
| HQYHealthequity, Inc. | COM | 4,172 | $25.6 萬 | 1.5% | −3,241−43.7% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,000 | $24.7 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 3,432 | $24.5 萬 | 1.4% | −456−11.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,130 | $20.1 萬 | 1.2% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（23 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 171,178 | $628.6 萬 | 8.8% | – |
| METAMeta Platforms, Inc. | Stock | 2,547 | $56.6 萬 | 0.8% | 歷史 |
| AAPLApple Inc. | Stock | 2,928 | $51.1 萬 | 0.7% | 歷史 |
| CVSCVS Health Corp | Stock | 4,469 | $45.2 萬 | 0.6% | 歷史 |
| PFEPfizer Inc | Stock | 8,725 | $45.2 萬 | 0.6% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,982 | $43.5 萬 | 0.6% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 4,670 | $41.9 萬 | 0.6% | 歷史 |
| OLEDUniversal Display Corp | COM | 2,230 | $37.2 萬 | 0.5% | 歷史 |
| TYLTyler Technologies Inc | COM | 806 | $35.9 萬 | 0.5% | 歷史 |
| GRMNGarmin Ltd | SHS | 2,973 | $35.3 萬 | 0.5% | 歷史 |
| ONOn Semiconductor Corp | Stock | 5,572 | $34.9 萬 | 0.5% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,325 | $33.1 萬 | 0.5% | – |
| FFord Motor Co | Stock | 18,529 | $31.3 萬 | 0.4% | 歷史 |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 15,713 | $31.0 萬 | 0.4% | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 4,614 | $30.1 萬 | 0.4% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,723 | $27.7 萬 | 0.4% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,507 | $27.1 萬 | 0.4% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,436 | $26.6 萬 | 0.4% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,916 | $26.2 萬 | 0.4% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 2,974 | $26.2 萬 | 0.4% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,536 | $26.1 萬 | 0.4% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,636 | $26.0 萬 | 0.4% | – |
| ASBAssociated Banc-Corp | COM | 9,141 | $20.8 萬 | 0.3% | 歷史 |