Signify Wealth
- SEC CIK
- 0001769062
- 最新申報
- 2025/2/6
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/25 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 22
- 較 2023 年第 4 季 −12
- 總值
- $6,031 萬
- 較 2023 年第 4 季 −$600.2 萬 (−9.1%)
| 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 | 48,440 | $654.2 萬 | 10.8% | +4,773+10.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 97,778 | $567.8 萬 | 9.4% | +16,541+20.4% | 加碼 | – |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 80,563 | $551.2 萬 | 9.1% | +8,238+11.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,860 | $515.7 萬 | 8.6% | +994+11.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,931 | $485.8 萬 | 8.1% | −4,158−13.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,277 | $411.7 萬 | 6.8% | −4,447−14.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,153 | $397.0 萬 | 6.6% | −1,660−6.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 19,945 | $327.8 萬 | 5.4% | +2,255+12.7% | 加碼 | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 52,370 | $318.1 萬 | 5.3% | +6,279+13.6% | 加碼 | – |
| Trimtabs ETF Tr89628W401 | INTL FRE CSH FLW | 102,349 | $306.2 萬 | 5.1% | +12,394+13.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 46,324 | $305.1 萬 | 5.1% | +5,491+13.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 15,689 | $275.8 萬 | 4.6% | −4,871−23.7% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 60,241 | $253.1 萬 | 4.2% | +7,746+14.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,422 | $218.9 萬 | 3.6% | −313−11.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,509 | $105.5 萬 | 1.8% | +294+13.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,602 | $93.6 萬 | 1.6% | +1,718+91.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,631 | $50.8 萬 | 0.8% | −4,832−42.2% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 19,747 | $49.8 萬 | 0.8% | −24,591−55.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 982 | $47.7 萬 | 0.8% | +338+52.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 6,082 | $45.9 萬 | 0.8% | −12,141−66.6% | 減碼 | – |
| NFLXNetflix Inc | Stock | 406 | $24.7 萬 | 0.4% | +406 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,316 | $24.1 萬 | 0.4% | +3,316 | 新進 | – |
2023 年第 4 季之後清倉（14 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 51,538 | $509.6 萬 | 7.7% | – |
| Thor885155101 | LOW VOLATILITY ETF LOW VOLATILITY | 25,477 | $64.8 萬 | 1.0% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 13,705 | $54.9 萬 | 0.8% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,473 | $47.3 萬 | 0.7% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,675 | $41.9 萬 | 0.6% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,176 | $41.9 萬 | 0.6% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,048 | $39.7 萬 | 0.6% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,798 | $36.8 萬 | 0.6% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,018 | $36.1 萬 | 0.5% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,614 | $34.4 萬 | 0.5% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,682 | $33.6 萬 | 0.5% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,932 | $30.4 萬 | 0.5% | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 3,534 | $22.5 萬 | 0.3% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,542 | $21.6 萬 | 0.3% | – |