Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 34
- 較 2023 年第 3 季 −3
- 總值
- $6,631 萬
- 較 2023 年第 3 季 −$804.3 萬 (−10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287721 | U.S. TECH ETF | 43,667 | $536.0 萬 | 8.1% | +29,016+198.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 20,560 | $510.9 萬 | 7.7% | −657−3.1% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 51,538 | $509.6 萬 | 7.7% | +51,538 | 新進 | – |
| AAPLApple Inc. | Stock | 24,813 | $477.7 萬 | 7.2% | −1,311−5.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 81,237 | $473.9 萬 | 7.1% | −26,085−24.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 31,089 | $472.4 萬 | 7.1% | +775+2.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 31,724 | $443.2 萬 | 6.7% | −62−0.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,866 | $421.4 萬 | 6.4% | +3,131+54.6% | 加碼 | 歷史 |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 72,325 | $410.4 萬 | 6.2% | +25,498+54.5% | 加碼 | – |
| Trimtabs ETF Tr89628W401 | INTL FRE CSH FLW | 89,955 | $262.1 萬 | 4.0% | +30,956+52.5% | 加碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 46,091 | $261.0 萬 | 3.9% | +15,647+51.4% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 17,690 | $260.3 萬 | 3.9% | +6,041+51.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40,833 | $255.9 萬 | 3.9% | +40,833 | 新進 | – |
| IAUiShares Gold Trust | ETF | 52,495 | $204.9 萬 | 3.1% | +17,829+51.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 18,223 | $139.2 萬 | 2.1% | −28,281−60.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,735 | $135.4 萬 | 2.0% | +1,809+195.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 44,338 | $111.5 萬 | 1.7% | −135,379−75.3% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,463 | $88.3 萬 | 1.3% | −19,480−63.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,215 | $83.3 萬 | 1.3% | −52−2.3% | 減碼 | 歷史 |
| Thor885155101 | LOW VOLATILITY ETF LOW VOLATILITY | 25,477 | $64.8 萬 | 1.0% | −167,057−86.8% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 13,705 | $54.9 萬 | 0.8% | +6,132+81.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,473 | $47.3 萬 | 0.7% | +7,473 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,884 | $44.7 萬 | 0.7% | +1,884 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,675 | $41.9 萬 | 0.6% | +1,409+62.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,176 | $41.9 萬 | 0.6% | +2,176 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,048 | $39.7 萬 | 0.6% | −14,108−63.7% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,798 | $36.8 萬 | 0.6% | −28,024−74.1% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,018 | $36.1 萬 | 0.5% | +2,018 | 新進 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,614 | $34.4 萬 | 0.5% | −17,040−78.7% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,682 | $33.6 萬 | 0.5% | −16,551−81.8% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,932 | $30.4 萬 | 0.5% | −9,983−71.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 644 | $22.8 萬 | 0.3% | +644 | 新進 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 3,534 | $22.5 萬 | 0.3% | −5,363−60.3% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,542 | $21.6 萬 | 0.3% | −6,808−60.0% | 減碼 | – |
2023 年第 3 季之後清倉（10 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 93,734 | $458.8 萬 | 6.2% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23,425 | $234.6 萬 | 3.2% | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 43,130 | $216.0 萬 | 2.9% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,403 | $121.1 萬 | 1.6% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,141 | $118.8 萬 | 1.6% | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 11,434 | $100.5 萬 | 1.4% | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 22,164 | $52.8 萬 | 0.7% | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 9,901 | $49.6 萬 | 0.7% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,817 | $30.0 萬 | 0.4% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,208 | $22.1 萬 | 0.3% | – |