ACT Advisors, LLC.
- SEC CIK
- 0001842554
- 最新申報
- 2026/7/22
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/21 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 33
- 較 2021 年第 3 季 +1
- 總值
- $1.36 億
- 較 2021 年第 3 季 +$656.5 萬 (+5.1%)
| 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 | 195,291 | $3,551 萬 | 26.1% | +6,615+3.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 679,715 | $3,446 萬 | 25.3% | +48,233+7.6% | 加碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 344,982 | $1,529 萬 | 11.2% | +303,735+736.4% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 199,460 | $1,254 萬 | 9.2% | +199,460 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,885 | $830.9 萬 | 6.1% | +721+3.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 32,353 | $781.1 萬 | 5.7% | +14,506+81.3% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 41,717 | $337.5 萬 | 2.5% | −2,669−6.0% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 19,997 | $200.0 萬 | 1.5% | +19,997 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 4,369 | $146.9 萬 | 1.1% | +365+9.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,744 | $137.5 萬 | 1.0% | +452+6.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,232 | $135.2 萬 | 1.0% | −67−1.3% | 減碼 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 49,037 | $127.1 萬 | 0.9% | +49,037 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 15,527 | $91.9 萬 | 0.7% | +190+1.2% | 加碼 | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 22,416 | $87.6 萬 | 0.6% | −3,492−13.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14,816 | $86.6 萬 | 0.6% | −2,167−12.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,701 | $86.5 萬 | 0.6% | −207,040−95.1% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,988 | $79.4 萬 | 0.6% | +45+0.8% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 8,006 | $75.7 萬 | 0.6% | −1,751−17.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,503 | $74.2 萬 | 0.5% | +466+7.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 8,650 | $66.0 萬 | 0.5% | +237+2.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 11,009 | $65.0 萬 | 0.5% | +261+2.4% | 加碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 5,730 | $62.0 萬 | 0.5% | −1,426−19.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,810 | $54.6 萬 | 0.4% | +647+6.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,172 | $48.5 萬 | 0.4% | −155−3.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 4,163 | $43.1 萬 | 0.3% | +9+0.2% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 2,000 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 769 | $31.9 萬 | 0.2% | +38+5.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 7,287 | $31.4 萬 | 0.2% | −829−10.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 633 | $27.6 萬 | 0.2% | +633 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 2,695 | $25.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,847 | $25.3 萬 | 0.2% | +2,847 | 新進 | – |
| TGTTarget Corp | Stock | 1,031 | $23.9 萬 | 0.2% | +31+3.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,254 | $22.1 萬 | 0.2% | +143+3.5% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（4 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Kraneshares Tr500767736 | QUADRTC INT RT | 445,342 | $1,241 萬 | 9.6% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 90,649 | $774.6 萬 | 6.0% | – |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 52,876 | $111.7 萬 | 0.9% | 歷史 |
| TAT&T Inc. | Stock | 10,047 | $27.1 萬 | 0.2% | 歷史 |