Madden Advisory Services, Inc.
- SEC CIK
- 0001542284
- 最新申報
- 2026/8/4
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/10 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 69
- 較 2021 年第 1 季 +1
- 總值
- $1.35 億
- 較 2021 年第 1 季 +$747.5 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 224,526 | $2,341 萬 | 17.3% | −9,095−3.9% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 29,542 | $1,178 萬 | 8.7% | −1,741−5.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 24,518 | $964.8 萬 | 7.1% | −535−2.1% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 23,370 | $843.8 萬 | 6.2% | −209−0.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 65,775 | $758.6 萬 | 5.6% | +110.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 41,916 | $611.8 萬 | 4.5% | −3,696−8.1% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 65,137 | $513.8 萬 | 3.8% | +4,954+8.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,501 | $492.3 萬 | 3.6% | +31+0.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 45,180 | $469.7 萬 | 3.5% | −1,663−3.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,255 | $295.3 萬 | 2.2% | −550−4.0% | 減碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 113,615 | $288.6 萬 | 2.1% | +22,499+24.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,089 | $283.5 萬 | 2.1% | +263+1.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35,360 | $276.8 萬 | 2.0% | +1,637+4.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,125 | $235.4 萬 | 1.7% | +2,993+21.2% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,288 | $208.5 萬 | 1.5% | +388+2.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 61,211 | $206.3 萬 | 1.5% | +998+1.7% | 加碼依 1 比 2 拆股換算 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,810 | $189.2 萬 | 1.4% | +245+1.9% | 加碼 | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 74,581 | $184.8 萬 | 1.4% | −20.0% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 9,593 | $175.1 萬 | 1.3% | +53+0.6% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 5,208 | $163.5 萬 | 1.2% | −744−12.5% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 35,592 | $163.0 萬 | 1.2% | −373−1.0% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 8,195 | $161.0 萬 | 1.2% | −530−6.1% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 15,041 | $159.9 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,459 | $123.0 萬 | 0.9% | +162+3.1% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 10,399 | $106.5 萬 | 0.8% | −47−0.4% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 10,787 | $104.1 萬 | 0.8% | −379−3.4% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,583 | $99.7 萬 | 0.7% | 00.0% | 不變 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 18,473 | $97.8 萬 | 0.7% | +20.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,368 | $90.5 萬 | 0.7% | +138+4.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 14,375 | $86.2 萬 | 0.6% | −542−3.6% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 24,109 | $79.3 萬 | 0.6% | −195−0.8% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,834 | $77.4 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 29,103 | $75.9 萬 | 0.6% | +20,238+228.3% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 38,689 | $72.3 萬 | 0.5% | −2,294−5.6% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 8,110 | $67.4 萬 | 0.5% | −190−2.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,961 | $65.5 萬 | 0.5% | −165−2.7% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 5,288 | $60.5 萬 | 0.4% | −972−15.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 14,624 | $57.7 萬 | 0.4% | −184−1.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,424 | $53.0 萬 | 0.4% | −79−2.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,768 | $51.6 萬 | 0.4% | +29+0.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,854 | $51.3 萬 | 0.4% | +83+1.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,833 | $49.2 萬 | 0.4% | −38−0.8% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 27,231 | $46.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,003 | $43.1 萬 | 0.3% | +69+7.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,674 | $42.9 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 7,500 | $42.7 萬 | 0.3% | −126−1.7% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 7,702 | $39.9 萬 | 0.3% | −258−3.2% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,716 | $39.4 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,324 | $38.5 萬 | 0.3% | −162−6.5% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,590 | $38.5 萬 | 0.3% | −149−8.6% | 減碼 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 5,150 | $37.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,639 | $36.6 萬 | 0.3% | +170+6.9% | 加碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 4,649 | $36.5 萬 | 0.3% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,166 | $36.1 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,468 | $34.8 萬 | 0.3% | −90−5.8% | 減碼 | – |
| BCEBce Inc | COM NEW | 6,998 | $34.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 2,149 | $34.2 萬 | 0.3% | −512−19.2% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 12,072 | $32.5 萬 | 0.2% | +1,135+10.4% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,110 | $30.9 萬 | 0.2% | −22−0.7% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,753 | $28.7 萬 | 0.2% | −163−5.6% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,219 | $27.6 萬 | 0.2% | −579−8.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 947 | $27.2 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 9,931 | $25.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 3,763 | $23.0 萬 | 0.2% | −87−2.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,636 | $22.9 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,837 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,333 | $22.0 萬 | 0.2% | +7+0.5% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 4,744 | $21.9 萬 | 0.2% | −53−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 63 | $21.7 萬 | 0.2% | +63 | 新進 | 歷史 |