Madden Advisory Services, Inc.
- SEC CIK
- 0001542284
- 最新申報
- 2026/8/4
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/29 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 79
- 較 2022 年第 1 季 +6
- 總值
- $1.32 億
- 較 2022 年第 1 季 −$1,511 萬 (−10.3%)
| 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 | 351,146 | $1,552 萬 | 11.7% | −11,111−3.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 25,280 | $876.9 萬 | 6.6% | −210−0.8% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 25,902 | $845.8 萬 | 6.4% | −155−0.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 55,185 | $727.8 萬 | 5.5% | +171+0.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 91,952 | $574.6 萬 | 4.4% | −15,658−14.6% | 減碼 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 202,154 | $505.6 萬 | 3.8% | +22,982+12.8% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 81,705 | $412.1 萬 | 3.1% | −43,521−34.8% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 91,645 | $409.3 萬 | 3.1% | −2,538−2.7% | 減碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 159,142 | $399.3 萬 | 3.0% | +23,499+17.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,435 | $356.0 萬 | 2.7% | −63−0.7% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 17,692 | $327.9 萬 | 2.5% | +2,414+15.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 45,365 | $284.6 萬 | 2.2% | −526−1.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 47,715 | $276.7 萬 | 2.1% | −2,835−5.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 27,198 | $276.6 萬 | 2.1% | −26,809−49.6% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 79,438 | $272.6 萬 | 2.1% | +4,483+6.0% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 10,953 | $257.9 萬 | 2.0% | +10,953 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 27,122 | $250.6 萬 | 1.9% | +656+2.5% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 22,942 | $232.7 萬 | 1.8% | +3,944+20.8% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 89,127 | $220.0 萬 | 1.7% | +79,196+797.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,658 | $219.9 萬 | 1.7% | +27+0.2% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 86,519 | $182.5 萬 | 1.4% | +3,757+4.5% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 15,690 | $178.7 萬 | 1.4% | −1,673−9.6% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 6,728 | $153.0 萬 | 1.2% | +467+7.5% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,696 | $137.5 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,784 | $135.6 萬 | 1.0% | +4,649+35.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,319 | $133.7 萬 | 1.0% | −879−8.6% | 減碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 52,651 | $130.3 萬 | 1.0% | −12,123−18.7% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,529 | $126.6 萬 | 1.0% | +24,529 | 新進 | – |
| Vanguard Industrials ETF92204A603 | ETF | 7,442 | $121.6 萬 | 0.9% | −368−4.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,178 | $117.1 萬 | 0.9% | +1,850+55.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,031 | $113.0 萬 | 0.9% | +5,309+38.7% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 7,256 | $110.6 萬 | 0.8% | +928+14.7% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 25,682 | $104.1 萬 | 0.8% | +19,897+343.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,668 | $99.8 萬 | 0.8% | −333−5.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 13,357 | $95.7 萬 | 0.7% | +7,606+132.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,488 | $95.2 萬 | 0.7% | +2,372+46.4% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,076 | $83.5 萬 | 0.6% | +1,192+24.4% | 加碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 15,552 | $77.9 萬 | 0.6% | −673−4.1% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,697 | $76.0 萬 | 0.6% | +10.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 23,363 | $73.5 萬 | 0.6% | −694−2.9% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 7,309 | $70.4 萬 | 0.5% | +1,200+19.6% | 加碼 | – |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 15,550 | $68.8 萬 | 0.5% | +15,550 | 新進 | – |
| WELLWelltower Inc. | REIT | 7,763 | $63.9 萬 | 0.5% | −85−1.1% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 24,902 | $63.2 萬 | 0.5% | −3,756−13.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,347 | $61.6 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,976 | $61.2 萬 | 0.5% | +7,976 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,050 | $57.5 萬 | 0.4% | −968−32.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,176 | $57.1 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 32,620 | $54.9 萬 | 0.4% | −170−0.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 8,235 | $50.5 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,253 | $50.2 萬 | 0.4% | +1,352+150.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,368 | $48.9 萬 | 0.4% | +526+10.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,252 | $48.6 萬 | 0.4% | −432−5.0% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 18,499 | $45.7 萬 | 0.3% | −10,944−37.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,198 | $45.4 萬 | 0.3% | −329−21.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,520 | $43.3 萬 | 0.3% | +2,520 | 新進 | – |
| SGOLabrdn Gold ETF Trust | ETF | 24,798 | $43.0 萬 | 0.3% | −512−2.0% | 減碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 12,890 | $41.0 萬 | 0.3% | +12,890 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,009 | $39.6 萬 | 0.3% | +138+7.4% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 12,689 | $39.2 萬 | 0.3% | +12,689 | 新進 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 4,544 | $38.9 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,278 | $38.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 9,302 | $36.3 萬 | 0.3% | +1,460+18.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 8,061 | $35.0 萬 | 0.3% | 00.0% | 不變 | – |
| BCEBce Inc | COM NEW | 6,372 | $31.3 萬 | 0.2% | −70−1.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,290 | $29.8 萬 | 0.2% | −4,645−58.5% | 減碼 | – |
| iShares Tr46435G318 | IBONDS DEC2023 | 11,506 | $29.3 萬 | 0.2% | +11,506 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,723 | $29.2 萬 | 0.2% | +97+6.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,295 | $26.9 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 4,713 | $25.8 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 11,475 | $25.8 萬 | 0.2% | −1,933−14.4% | 減碼 | – |
| iShares Tr46435G755 | IBONDS DEC2022 | 9,532 | $24.7 萬 | 0.2% | +1,620+20.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,387 | $24.6 萬 | 0.2% | +7+0.5% | 加碼 | 歷史 |
| iShares Tr464288737 | GLB CNSM STP ETF | 4,193 | $24.2 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 8,176 | $23.6 萬 | 0.2% | +8,176 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,368 | $21.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,631 | $21.0 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,245 | $20.9 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,982 | $20.8 萬 | 0.2% | +3,982 | 新進 | – |
2022 年第 1 季之後清倉（4 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 |
|---|---|---|---|---|---|
| iShares Russell Midcap ETF464287499 | ETF | 4,840 | $37.8 萬 | 0.3% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,687 | $32.5 萬 | 0.2% | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,630 | $22.7 萬 | 0.2% | – |
| AMZNAmazon Com Inc | Stock | 69 | $22.5 萬 | 0.2% | 歷史 |