Wealth Quarterback LLC
- SEC CIK
- 0001803386
- 最新申報
- 2026/7/27
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位。
- 持股檔數
- 118
- 2022 年第 1 季沒有申報
- 總值
- $1.28 億
- 2022 年第 1 季沒有申報
Wealth Quarterback LLC 沒有申報 2022 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 5,844 | $163.8 萬 | 1.3% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 23,421 | $199.8 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,115 | $208.4 萬 | 1.6% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 186,171 | $347.0 萬 | 2.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 26,228 | $358.6 萬 | 2.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,307 | $364.2 萬 | 2.8% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 66,625 | $380.0 萬 | 3.0% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 44,029 | $405.0 萬 | 3.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 85,278 | $418.4 萬 | 3.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 85,152 | $421.8 萬 | 3.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 19,305 | $436.7 萬 | 3.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 26,334 | $443.6 萬 | 3.5% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 159,773 | $548.2 萬 | 4.3% | – | – | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 285,452 | $553.8 萬 | 4.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 57,749 | $635.4 萬 | 5.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 17,354 | $658.0 萬 | 5.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 60,052 | $684.1 萬 | 5.3% | – | – | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 450,013 | $742.5 萬 | 5.8% | – | – | – |