Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/18 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 22
- 較 2022 年第 1 季 +1
- 總值
- $7,213 萬
- 較 2022 年第 1 季 −$7,679 萬 (−51.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Alpha Architect ETF Tr02072L862 | MERLYN AI SECTOR | 760,034 | $1,809 萬 | 25.1% | −78,427−9.4% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 330,295 | $1,627 萬 | 22.6% | +330,295 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 118,383 | $909.1 萬 | 12.6% | +118,383 | 新進 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 142,744 | $708.4 萬 | 9.8% | +66,128+86.3% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 69,742 | $359.0 萬 | 5.0% | +58,955+546.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,373 | $227.1 萬 | 3.1% | +2,287+210.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,284 | $222.6 萬 | 3.1% | +8,881+120.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 974 | $212.3 萬 | 2.9% | +711+270.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,299 | $205.0 萬 | 2.8% | +14,419+295.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 40,190 | $201.4 萬 | 2.8% | +40,190 | 新進 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 31,544 | $193.4 萬 | 2.7% | +31,544 | 新進 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 12,383 | $117.9 萬 | 1.6% | −68,936−84.8% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,022 | $109.2 萬 | 1.5% | +8,458+329.9% | 加碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 10,048 | $89.0 萬 | 1.2% | −221,204−95.7% | 減碼 | – |
| iShares Tr464287812 | US CONSM STAPLES | 2,089 | $40.7 萬 | 0.6% | +2,089 | 新進 | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 2,406 | $37.3 萬 | 0.5% | −48,671−95.3% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 4,402 | $31.8 萬 | 0.4% | +4,402 | 新進 | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 5,184 | $31.8 萬 | 0.4% | −58,475−91.9% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,635 | $29.7 萬 | 0.4% | +4,635 | 新進 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 4,696 | $24.6 萬 | 0.3% | −375,285−98.8% | 減碼 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 5,563 | $24.5 萬 | 0.3% | +5,563 | 新進 | – |
| FUBOFuboTV Inc. | COM | 10,580 | $2.60 萬 | <0.1% | +10,580 | 新進 | 歷史 |
2022 年第 1 季之後清倉（8 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 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 1,308,135 | $3,977 萬 | 26.7% | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 36,120 | $667.0 萬 | 4.5% | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 18,908 | $534.9 萬 | 3.6% | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 128,035 | $534.5 萬 | 3.6% | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 69,535 | $403.4 萬 | 2.7% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 25,357 | $402.8 萬 | 2.7% | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 5,205 | $28.4 萬 | 0.2% | – |
| CURICuriosityStream Inc. | COM CL A | 17,216 | $5.00 萬 | <0.1% | 歷史 |