ACT Advisors, LLC.
- SEC CIK
- 0001842554
- 最新申報
- 2026/7/22
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/7 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 32
- 較 2021 年第 1 季 +1
- 總值
- $1.32 億
- 較 2021 年第 1 季 +$533.0 萬 (+4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 188,019 | $3,235 萬 | 24.5% | +3,837+2.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 606,745 | $2,814 萬 | 21.3% | +77,455+14.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 207,657 | $1,563 萬 | 11.9% | +207,657 | 新進 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 448,930 | $1,244 萬 | 9.4% | +19,734+4.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 122,171 | $1,053 萬 | 8.0% | +1,186+1.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,667 | $708.4 萬 | 5.4% | +595+3.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 65,306 | $486.6 萬 | 3.7% | −3,963−5.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,377 | $278.2 萬 | 2.1% | +20.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 40,926 | $219.5 萬 | 1.7% | −2,468−5.7% | 減碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 36,265 | $149.7 萬 | 1.1% | +624+1.8% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 9,994 | $127.2 萬 | 1.0% | −120,599−92.3% | 減碼 | – |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 51,605 | $116.3 萬 | 0.9% | +825+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,019 | $111.6 萬 | 0.8% | −25−0.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,331 | $103.8 萬 | 0.8% | −200−3.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,292 | $103.6 萬 | 0.8% | +190+2.7% | 加碼 | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 25,803 | $98.0 萬 | 0.7% | −612−2.3% | 減碼 | – |
| KOCoca Cola Co | Stock | 15,337 | $82.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,754 | $77.6 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 7,393 | $76.5 萬 | 0.6% | −4−0.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,530 | $75.6 萬 | 0.6% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 8,187 | $63.6 萬 | 0.5% | −176−2.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,288 | $62.3 萬 | 0.5% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 4,304 | $54.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,240 | $49.7 萬 | 0.4% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 10,748 | $42.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 8,085 | $32.2 萬 | 0.2% | +37+0.5% | 加碼 | – |
| TAT&T Inc. | Stock | 10,047 | $29.2 萬 | 0.2% | +2,385+31.1% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 2,000 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,695 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 1,000 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 753 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,111 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |