Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/20 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 26
- 較 2022 年第 4 季 −4
- 總值
- $1.13 億
- 較 2022 年第 4 季 −$100.1 萬 (−0.9%)
| 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 | 625,127 | $1,535 萬 | 13.6% | −4,858−0.8% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 526,388 | $1,475 萬 | 13.0% | +526,388 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 176,172 | $1,352 萬 | 11.9% | −1,667−0.9% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 117,062 | $895.4 萬 | 7.9% | −5,161−4.2% | 減碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 162,776 | $810.3 萬 | 7.2% | +8,024+5.2% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 65,107 | $499.0 萬 | 4.4% | −875−1.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 21,223 | $440.3 萬 | 3.9% | +593+2.9% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 52,952 | $400.1 萬 | 3.5% | −99−0.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 26,213 | $395.8 萬 | 3.5% | +24,261+1,242.9% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 80,731 | $394.9 萬 | 3.5% | −883−1.1% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 50,175 | $374.9 萬 | 3.3% | +15,839+46.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 22,460 | $370.4 萬 | 3.3% | −266−1.2% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 35,958 | $363.8 萬 | 3.2% | +9,651+36.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 33,434 | $345.3 萬 | 3.0% | +41+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,628 | $338.5 萬 | 3.0% | +423+1.3% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 62,245 | $325.3 萬 | 2.9% | −6,007−8.8% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,471 | $203.2 萬 | 1.8% | +7,615+59.2% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 31,879 | $198.6 萬 | 1.8% | −154−0.5% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 41,517 | $198.5 萬 | 1.8% | +363+0.9% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,266 | $150.9 萬 | 1.3% | +4,839+42.3% | 加碼 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 14,132 | $62.8 萬 | 0.6% | +2,367+20.1% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 22,164 | $55.5 萬 | 0.5% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 5,498 | $50.2 萬 | 0.4% | −2,964−35.0% | 減碼 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 8,824 | $45.0 萬 | 0.4% | +2,148+32.2% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,282 | $22.0 萬 | 0.2% | +2,282 | 新進 | – |
| BABoeing Co | Stock | 1,000 | $21.2 萬 | 0.2% | +1,000 | 新進 | 歷史 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 505,474 | $1,485 萬 | 13.0% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 76,059 | $260.1 萬 | 2.3% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 36,651 | $258.4 萬 | 2.3% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 69,889 | $258.1 萬 | 2.3% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 18,897 | $256.7 萬 | 2.2% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 32,713 | $254.1 萬 | 2.2% | – |
| FUBOFuboTV Inc. | COM | 10,167 | $1.77 萬 | <0.1% | 歷史 |