Madden Advisory Services, Inc.
- SEC CIK
- 0001542284
- 最新申報
- 2026/8/4
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 100
- 較 2025 年第 1 季 −1
- 總值
- $2.35 億
- 較 2025 年第 1 季 +$2,009 萬 (+9.4%)
| 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 | 757,992 | $1,806 萬 | 7.7% | −20,556−2.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,471 | $1,788 萬 | 7.6% | +685+2.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 22,324 | $1,481 萬 | 6.3% | −369−1.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 73,816 | $1,305 萬 | 5.6% | −107−0.1% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 332,080 | $836.2 萬 | 3.6% | +25,199+8.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 90,943 | $812.9 萬 | 3.5% | +2,066+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,188 | $705.7 萬 | 3.0% | −10−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 278,331 | $680.2 萬 | 2.9% | −612−0.2% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 264,169 | $640.6 萬 | 2.7% | +38,027+16.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 95,786 | $597.3 萬 | 2.5% | −750−0.8% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 27,227 | $596.3 萬 | 2.5% | +233+0.9% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 22,783 | $565.8 萬 | 2.4% | +270+1.2% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 76,288 | $527.1 萬 | 2.2% | +506+0.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 169,906 | $496.3 萬 | 2.1% | +8,056+5.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,450 | $460.3 萬 | 2.0% | +15+0.2% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 103,574 | $446.8 萬 | 1.9% | −526−0.5% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 155,743 | $436.9 萬 | 1.9% | +2,825+1.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 20,510 | $419.8 萬 | 1.8% | −745−3.5% | 減碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 147,994 | $359.2 萬 | 1.5% | +41,812+39.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,444 | $347.8 萬 | 1.5% | +83+0.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 30,106 | $329.0 萬 | 1.4% | +359+1.2% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 141,040 | $321.0 萬 | 1.4% | +13,217+10.3% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 30,212 | $310.9 萬 | 1.3% | +476+1.6% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 8,463 | $306.6 萬 | 1.3% | +194+2.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 113,315 | $300.3 萬 | 1.3% | +383+0.3% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 112,105 | $285.9 萬 | 1.2% | +2,092+1.9% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 45,309 | $283.8 萬 | 1.2% | −238−0.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 34,171 | $271.7 萬 | 1.2% | +2,843+9.1% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 13,415 | $236.8 萬 | 1.0% | +77+0.6% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 105,325 | $222.9 萬 | 0.9% | +3,092+3.0% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 22,299 | $217.0 萬 | 0.9% | +262+1.2% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 6,880 | $192.7 萬 | 0.8% | +103+1.5% | 加碼 | – |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 25,992 | $181.0 萬 | 0.8% | −54−0.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,122 | $172.2 萬 | 0.7% | +188+6.4% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 14,663 | $171.8 萬 | 0.7% | +455+3.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,320 | $160.1 萬 | 0.7% | +87+1.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,485 | $158.1 萬 | 0.7% | +127+0.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,342 | $146.5 萬 | 0.6% | +30+0.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,028 | $142.8 萬 | 0.6% | +121+2.0% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,554 | $142.4 萬 | 0.6% | +36+0.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,418 | $128.7 萬 | 0.5% | −21−0.1% | 減碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 49,921 | $126.9 萬 | 0.5% | +12,774+34.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,921 | $125.8 萬 | 0.5% | +172+2.5% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 11,338 | $124.8 萬 | 0.5% | −113−1.0% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 40,069 | $120.8 萬 | 0.5% | −891−2.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,315 | $118.6 萬 | 0.5% | +19+0.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 50,068 | $110.6 萬 | 0.5% | −117−0.2% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,042 | $103.9 萬 | 0.4% | +41+0.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,633 | $101.4 萬 | 0.4% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 4,910 | $100.7 萬 | 0.4% | +17+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,520 | $98.5 萬 | 0.4% | −17−0.5% | 減碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 14,978 | $86.1 萬 | 0.4% | −75−0.5% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 13,559 | $86.1 萬 | 0.4% | +277+2.1% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 36,265 | $84.6 萬 | 0.4% | +4,499+14.2% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10,011 | $81.1 萬 | 0.3% | +1,663+19.9% | 加碼 | – |
| WELLWelltower Inc. | REIT | 5,261 | $80.9 萬 | 0.3% | −366−6.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,316 | $75.8 萬 | 0.3% | +703+4.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,599 | $73.0 萬 | 0.3% | −84−3.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,256 | $71.0 萬 | 0.3% | −4−0.1% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 11,477 | $68.7 萬 | 0.3% | −832−6.8% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 20,848 | $65.8 萬 | 0.3% | −789−3.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 25,976 | $65.7 萬 | 0.3% | +151+0.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,873 | $65.3 萬 | 0.3% | +978+12.4% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,776 | $63.5 萬 | 0.3% | +785+11.2% | 加碼 | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 25,850 | $60.0 萬 | 0.3% | +2,907+12.7% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,112 | $58.9 萬 | 0.3% | −36−1.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,740 | $56.9 萬 | 0.2% | −331−5.5% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 24,392 | $55.9 萬 | 0.2% | +1,145+4.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,105 | $55.9 萬 | 0.2% | −147−2.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,799 | $54.8 萬 | 0.2% | −80−4.3% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,132 | $53.7 萬 | 0.2% | +859+8.4% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 11,996 | $51.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,523 | $51.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,211 | $47.7 萬 | 0.2% | +245+12.5% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 15,600 | $47.0 萬 | 0.2% | −181−1.1% | 減碼 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 4,279 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 6,656 | $42.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,227 | $41.4 萬 | 0.2% | +234+2.9% | 加碼 | – |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 17,220 | $40.0 萬 | 0.2% | +2,093+13.8% | 加碼 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 3,964 | $39.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 15,350 | $36.5 萬 | 0.2% | +4,454+40.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 8,661 | $35.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,978 | $34.3 萬 | 0.1% | −44−2.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,538 | $33.7 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 3,466 | $32.5 萬 | 0.1% | −45−1.3% | 減碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 13,891 | $32.4 萬 | 0.1% | +1,794+14.8% | 加碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 1,618 | $31.5 萬 | 0.1% | +85+5.5% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,396 | $31.2 萬 | 0.1% | −126−3.6% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,799 | $30.6 萬 | 0.1% | +589+18.3% | 加碼 | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,259 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 2,579 | $27.7 萬 | 0.1% | −365−12.4% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,607 | $27.5 萬 | 0.1% | +77+5.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 460 | $26.1 萬 | 0.1% | +32+7.5% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,265 | $25.4 萬 | 0.1% | +216+10.5% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,096 | $25.2 萬 | 0.1% | −141−2.3% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 8,986 | $24.0 萬 | 0.1% | +39+0.4% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,919 | $23.7 萬 | 0.1% | +155+8.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 767 | $22.4 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 8,173 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,201 | $21.4 萬 | 0.1% | −324−12.8% | 減碼 | – |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288737 | GLB CNSM STP ETF | 3,168 | $20.3 萬 | 0.1% | – |