Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 21
- 較 2021 年第 4 季 −4
- 總值
- $1.49 億
- 較 2021 年第 4 季 −$1,211 萬 (−7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 1,308,135 | $3,977 萬 | 26.7% | +42,428+3.4% | 加碼 | – |
| Alpha Architect ETF Tr02072L862 | MERLYN AI SECTOR | 838,461 | $2,270 萬 | 15.2% | +838,461 | 新進 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 379,981 | $2,014 萬 | 13.5% | +379,981 | 新進 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 231,252 | $1,156 萬 | 7.8% | +148,581+179.7% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 81,319 | $782.4 萬 | 5.3% | +21,369+35.6% | 加碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 76,616 | $779.8 萬 | 5.2% | −378,943−83.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 36,120 | $667.0 萬 | 4.5% | +36,120 | 新進 | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 18,908 | $534.9 萬 | 3.6% | +18,908 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 128,035 | $534.5 萬 | 3.6% | +128,035 | 新進 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 63,659 | $405.6 萬 | 2.7% | +63,659 | 新進 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 69,535 | $403.4 萬 | 2.7% | +65,277+1,533.0% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 25,357 | $402.8 萬 | 2.7% | +25,357 | 新進 | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 51,077 | $400.0 萬 | 2.7% | +51,077 | 新進 | – |
| AAPLApple Inc. | Stock | 7,403 | $129.3 萬 | 0.9% | −5−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,086 | $117.0 萬 | 0.8% | +141+14.9% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 10,787 | $108.0 萬 | 0.7% | −338,334−96.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 244 | $79.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 263 | $73.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 5,205 | $28.4 萬 | 0.2% | +2,987+134.7% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,564 | $25.0 萬 | 0.2% | +2,564 | 新進 | – |
| CURICuriosityStream Inc. | COM CL A | 17,216 | $5.00 萬 | <0.1% | +6,405+59.2% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（13 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 189,644 | $1,001 萬 | 6.2% | – |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 107,226 | $968.1 萬 | 6.0% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 100,854 | $738.7 萬 | 4.6% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 38,053 | $734.7 萬 | 4.6% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 63,377 | $730.2 萬 | 4.5% | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 106,006 | $719.1 萬 | 4.5% | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 141,733 | $655.9 萬 | 4.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,554 | $44.4 萬 | 0.3% | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,117 | $35.8 萬 | 0.2% | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 1,136 | $27.6 萬 | 0.2% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 819 | $26.3 萬 | 0.2% | – |
| iShares Tr464287515 | EXPANDED TECH | 617 | $24.5 萬 | 0.2% | – |
| BFXBowflex Inc. | COM | 11,410 | $7.00 萬 | <0.1% | 歷史 |