ACT Advisors, LLC.
- SEC CIK
- 0001842554
- 最新申報
- 2026/7/22
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/18 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 32
- 較 2021 年第 2 季 0
- 總值
- $1.30 億
- 較 2021 年第 2 季 −$222.0 萬 (−1.7%)
| 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 | 188,676 | $3,313 萬 | 25.6% | +657+0.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 631,482 | $2,924 萬 | 22.6% | +24,737+4.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 217,741 | $1,617 萬 | 12.5% | +10,084+4.9% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 445,342 | $1,241 萬 | 9.6% | −3,588−0.8% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 90,649 | $774.6 萬 | 6.0% | −31,522−25.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,164 | $721.8 萬 | 5.6% | +497+2.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,847 | $396.3 萬 | 3.1% | +5,470+44.2% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 44,386 | $326.2 萬 | 2.5% | −20,920−32.0% | 減碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 41,247 | $168.0 萬 | 1.3% | +4,982+13.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,004 | $112.9 萬 | 0.9% | −15−0.4% | 減碼 | 歷史 |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 52,876 | $111.7 萬 | 0.9% | +1,271+2.5% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 9,757 | $107.8 萬 | 0.8% | −237−2.4% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 5,299 | $107.5 萬 | 0.8% | −32−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,292 | $103.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 25,908 | $96.1 萬 | 0.7% | +105+0.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 16,983 | $89.2 萬 | 0.7% | −23,943−58.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 15,337 | $80.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,943 | $79.1 萬 | 0.6% | +189+3.3% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 7,156 | $73.5 萬 | 0.6% | −237−3.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,037 | $69.3 萬 | 0.5% | −493−7.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 8,413 | $63.9 萬 | 0.5% | +226+2.8% | 加碼 | – |
| MDTMedtronic plc | Stock | 4,154 | $52.1 萬 | 0.4% | −150−3.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,163 | $51.5 萬 | 0.4% | −2,125−17.3% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,327 | $50.3 萬 | 0.4% | +87+2.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 10,748 | $46.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 8,116 | $31.8 萬 | 0.2% | +31+0.4% | 加碼 | – |
| LPLALPL Financial Holdings Inc. | COM | 2,000 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 10,047 | $27.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,695 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 731 | $24.0 萬 | 0.2% | −22−2.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 1,000 | $22.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,111 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |