Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/17 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 29
- 較 2023 年第 1 季 +3
- 總值
- $1.16 億
- 較 2023 年第 1 季 +$277.6 萬 (+2.5%)
| 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 | 593,657 | $1,504 萬 | 13.0% | −31,470−5.0% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 578,695 | $1,429 萬 | 12.3% | +578,695 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 151,171 | $1,137 萬 | 9.8% | −25,001−14.2% | 減碼 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 175,186 | $867.7 萬 | 7.5% | +12,410+7.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 107,501 | $812.4 萬 | 7.0% | −9,561−8.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 22,996 | $602.0 萬 | 5.2% | +1,773+8.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,488 | $513.8 萬 | 4.4% | +4,028+17.9% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 62,271 | $466.5 萬 | 4.0% | −2,836−4.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 32,732 | $426.7 萬 | 3.7% | −702−2.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 34,106 | $408.2 萬 | 3.5% | +1,478+4.5% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 50,280 | $377.5 萬 | 3.3% | −2,672−5.0% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 76,587 | $374.4 萬 | 3.2% | −4,144−5.1% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 66,226 | $343.3 萬 | 3.0% | +3,981+6.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 29,224 | $313.6 萬 | 2.7% | −6,734−18.7% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 18,442 | $313.2 萬 | 2.7% | +18,442 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,216 | $281.6 萬 | 2.4% | +21,216 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 36,396 | $269.9 萬 | 2.3% | −13,779−27.5% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 68,344 | $257.6 萬 | 2.2% | +68,344 | 新進 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 30,373 | $189.1 萬 | 1.6% | −1,506−4.7% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 39,437 | $187.0 萬 | 1.6% | −2,080−5.0% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 17,198 | $157.6 萬 | 1.4% | +932+5.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,121 | $72.2 萬 | 0.6% | +2,121 | 新進 | 歷史 |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 13,831 | $61.6 萬 | 0.5% | −301−2.1% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 22,164 | $55.4 萬 | 0.5% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 9,901 | $49.8 萬 | 0.4% | +1,077+12.2% | 加碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 5,401 | $49.3 萬 | 0.4% | −97−1.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 897 | $37.9 萬 | 0.3% | +897 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,020 | $21.5 萬 | 0.2% | +20+2.0% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,247 | $21.3 萬 | 0.2% | −35−1.5% | 減碼 | – |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 526,388 | $1,475 萬 | 13.0% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 26,213 | $395.8 萬 | 3.5% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,471 | $203.2 萬 | 1.8% | – |