ACT Advisors, LLC.
- SEC CIK
- 0001842554
- 最新申報
- 2026/7/22
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/28 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 26
- 較 2021 年第 4 季 −7
- 總值
- $1.55 億
- 較 2021 年第 4 季 +$1,922 萬 (+14.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 825,396 | $4,149 萬 | 26.7% | +814,586+7,535.5% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 189,684 | $3,192 萬 | 20.5% | −5,607−2.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 653,508 | $3,111 萬 | 20.0% | −26,207−3.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 39,055 | $1,416 萬 | 9.1% | +18,170+87.0% | 加碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 341,596 | $1,384 萬 | 8.9% | −3,386−1.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 33,934 | $772.6 萬 | 5.0% | +1,581+4.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 41,458 | $321.6 萬 | 2.1% | −259−0.6% | 減碼 | – |
| PDIPIMCO Dynamic Income Fund | SHS | 61,991 | $151.1 萬 | 1.0% | +12,954+26.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,569 | $110.0 萬 | 0.7% | −800−18.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,945 | $103.8 萬 | 0.7% | −1,799−23.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,483 | $98.5 萬 | 0.6% | +1,782+16.7% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,085 | $93.5 萬 | 0.6% | −442−2.8% | 減碼 | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 22,465 | $83.5 萬 | 0.5% | +49+0.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14,646 | $81.7 萬 | 0.5% | −170−1.1% | 減碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 5,730 | $60.1 萬 | 0.4% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 10,914 | $56.5 萬 | 0.4% | −95−0.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,232 | $56.0 萬 | 0.4% | −1,271−19.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,467 | $49.0 萬 | 0.3% | +295+7.1% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 4,894 | $49.0 萬 | 0.3% | −15,103−75.5% | 減碼 | – |
| MDTMedtronic plc | Stock | 4,173 | $46.3 萬 | 0.3% | +10+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,169 | $45.2 萬 | 0.3% | +2,169 | 新進 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 7,037 | $29.8 萬 | 0.2% | −250−3.4% | 減碼 | – |
| CVXChevron Corp | Stock | 1,441 | $23.5 萬 | 0.2% | +1,441 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 1,067 | $22.6 萬 | 0.1% | +36+3.5% | 加碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 3,189 | $20.9 萬 | 0.1% | +3,189 | 新進 | – |
| UPWheels Up Experience Inc. | COMMON STOCK | 40,000 | $12.4 萬 | 0.1% | +40,000 | 新進 | 歷史 |
2021 年第 4 季之後清倉（11 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab US Tips ETF808524870 | ETF | 199,460 | $1,254 萬 | 9.2% | – |
| LOWLowes Companies Inc | Stock | 5,232 | $135.2 萬 | 1.0% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,988 | $79.4 萬 | 0.6% | – |
| ARK Innovation ETF00214Q104 | ETF | 8,006 | $75.7 萬 | 0.6% | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 8,650 | $66.0 萬 | 0.5% | – |
| LPLALPL Financial Holdings Inc. | COM | 2,000 | $32.0 萬 | 0.2% | 歷史 |
| HDHome Depot, Inc. | Stock | 769 | $31.9 萬 | 0.2% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 633 | $27.6 萬 | 0.2% | – |
| PMPhilip Morris International Inc. | Stock | 2,695 | $25.6 萬 | 0.2% | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,847 | $25.3 萬 | 0.2% | – |
| VZVerizon Communications Inc | Stock | 4,254 | $22.1 萬 | 0.2% | 歷史 |