Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/12 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 25
- 較 2022 年第 2 季 +3
- 總值
- $9,405 萬
- 較 2022 年第 2 季 +$2,192 萬 (+30.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PIMCO ETF Tr72201R403 | BROAD US TIPS | 286,194 | $1,523 萬 | 16.2% | +286,194 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 171,137 | $1,258 萬 | 13.4% | +171,137 | 新進 | – |
| Alpha Architect ETF Tr02072L862 | MERLYN AI SECTOR | 471,811 | $1,039 萬 | 11.0% | −288,223−37.9% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 130,343 | $975.2 萬 | 10.4% | +11,960+10.1% | 加碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 144,678 | $706.9 萬 | 7.5% | +1,934+1.4% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 69,313 | $498.7 萬 | 5.3% | +69,313 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 87,726 | $418.7 萬 | 4.5% | +87,726 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 57,992 | $414.0 萬 | 4.4% | +57,992 | 新進 | – |
| TSLATesla, Inc. | Stock | 13,416 | $355.9 萬 | 3.8% | +3,297+32.6% | 加碼依 3 比 1 拆股換算 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 70,360 | $352.6 萬 | 3.7% | +618+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 23,331 | $322.4 萬 | 3.4% | +7,047+43.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,378 | $309.4 萬 | 3.3% | +8,079+41.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 26,887 | $257.2 萬 | 2.7% | +7,407+38.0% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 43,694 | $210.2 萬 | 2.2% | +3,504+8.7% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 35,156 | $202.1 萬 | 2.1% | +3,612+11.5% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,032 | $109.1 萬 | 1.2% | +10+0.1% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 10,522 | $94.4 萬 | 1.0% | −1,861−15.0% | 減碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 9,454 | $82.6 萬 | 0.9% | −594−5.9% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,390 | $76.8 萬 | 0.8% | +5,390 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,136 | $72.9 萬 | 0.8% | +6,136 | 新進 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 9,428 | $40.1 萬 | 0.4% | +3,865+69.5% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 5,141 | $32.4 萬 | 0.3% | +5,141 | 新進 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 9,400 | $27.9 萬 | 0.3% | +9,400 | 新進 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 4,696 | $23.2 萬 | 0.2% | 00.0% | 不變 | – |
| FUBOFuboTV Inc. | COM | 10,048 | $3.60 萬 | <0.1% | −532−5.0% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 330,295 | $1,627 萬 | 22.6% | – |
| iShares Tr464287812 | US CONSM STAPLES | 2,089 | $40.7 萬 | 0.6% | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 2,406 | $37.3 萬 | 0.5% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 4,402 | $31.8 萬 | 0.4% | – |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 5,184 | $31.8 萬 | 0.4% | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,635 | $29.7 萬 | 0.4% | – |