Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/18 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 30
- 較 2022 年第 3 季 +5
- 總值
- $1.14 億
- 較 2022 年第 3 季 +$2,019 萬 (+21.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Thor885155101 | LOW VOLATILITY ETF LOW VOLATILITY | 629,985 | $1,554 萬 | 13.6% | +629,985 | 新進 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 505,474 | $1,485 萬 | 13.0% | +505,474 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 177,839 | $1,322 萬 | 11.6% | +6,702+3.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 122,223 | $920.1 萬 | 8.1% | −8,120−6.2% | 減碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 154,752 | $762.9 萬 | 6.7% | +10,074+7.0% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 65,982 | $478.0 萬 | 4.2% | −3,331−4.8% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 53,051 | $390.6 萬 | 3.4% | −4,941−8.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 81,614 | $387.1 萬 | 3.4% | −6,112−7.0% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 68,252 | $350.7 萬 | 3.1% | −2,108−3.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 22,726 | $295.3 萬 | 2.6% | −605−2.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,205 | $284.1 萬 | 2.5% | +5,318+19.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,393 | $280.5 萬 | 2.5% | +6,015+22.0% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 76,059 | $260.1 萬 | 2.3% | +76,059 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 36,651 | $258.4 萬 | 2.3% | +36,651 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 26,307 | $258.4 萬 | 2.3% | +26,307 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 69,889 | $258.1 萬 | 2.3% | +69,889 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 18,897 | $256.7 萬 | 2.2% | +18,897 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 34,336 | $256.0 萬 | 2.2% | +34,336 | 新進 | – |
| TSLATesla, Inc. | Stock | 20,630 | $254.1 萬 | 2.2% | +7,214+53.8% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 32,713 | $254.1 萬 | 2.2% | +32,713 | 新進 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 32,033 | $195.3 萬 | 1.7% | −3,123−8.9% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 41,154 | $192.2 萬 | 1.7% | −2,540−5.8% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 12,856 | $126.8 萬 | 1.1% | +1,824+16.5% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 11,427 | $103.4 萬 | 0.9% | +905+8.6% | 加碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 8,462 | $75.5 萬 | 0.7% | −992−10.5% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 11,082 | $54.3 萬 | 0.5% | +11,082 | 新進 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 11,765 | $51.2 萬 | 0.4% | +2,337+24.8% | 加碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 6,676 | $33.3 萬 | 0.3% | +1,980+42.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,952 | $24.3 萬 | 0.2% | −4,184−68.2% | 減碼 | – |
| FUBOFuboTV Inc. | COM | 10,167 | $1.77 萬 | <0.1% | +119+1.2% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO ETF Tr72201R403 | BROAD US TIPS | 286,194 | $1,523 萬 | 16.2% | – |
| Alpha Architect ETF Tr02072L862 | MERLYN AI SECTOR | 471,811 | $1,039 萬 | 11.0% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,390 | $76.8 萬 | 0.8% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 5,141 | $32.4 萬 | 0.3% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 9,400 | $27.9 萬 | 0.3% | – |