ACT Advisors, LLC.
- SEC CIK
- 0001842554
- 最新申報
- 2026/7/22
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/20 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 27
- 較 2022 年第 1 季 +1
- 總值
- $1.36 億
- 較 2022 年第 1 季 −$1,898 萬 (−12.2%)
| 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 | 812,844 | $4,072 萬 | 29.8% | −12,552−1.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 667,466 | $2,749 萬 | 20.2% | +13,958+2.1% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 169,899 | $2,317 萬 | 17.0% | −19,785−10.4% | 減碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 344,455 | $1,148 萬 | 8.4% | +2,859+0.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 40,057 | $1,123 萬 | 8.2% | +1,002+2.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 34,910 | $658.5 萬 | 4.8% | +976+2.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 39,361 | $276.4 萬 | 2.0% | −2,097−5.1% | 減碼 | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 33,095 | $218.8 萬 | 1.6% | +33,095 | 新進 | – |
| PDIPIMCO Dynamic Income Fund | SHS | 63,406 | $132.3 萬 | 1.0% | +1,415+2.3% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 20,687 | $98.3 萬 | 0.7% | +20,687 | 新進 | – |
| AAPLApple Inc. | Stock | 7,048 | $96.4 萬 | 0.7% | +1,103+18.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,471 | $91.0 萬 | 0.7% | −614−4.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,486 | $89.5 萬 | 0.7% | −83−2.3% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,637 | $76.2 萬 | 0.6% | −1,846−14.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14,701 | $75.6 萬 | 0.6% | +55+0.4% | 加碼 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 22,033 | $75.1 萬 | 0.6% | −432−1.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 10,852 | $56.9 萬 | 0.4% | −62−0.6% | 減碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 5,608 | $53.0 萬 | 0.4% | −122−2.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,523 | $46.0 萬 | 0.3% | −709−13.6% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,144 | $36.9 萬 | 0.3% | −25−1.2% | 減碼 | – |
| PMXPIMCO Municipal Income Fund III | COM | 35,452 | $32.7 萬 | 0.2% | +35,452 | 新進 | 歷史 |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 22,938 | $31.8 萬 | 0.2% | +22,938 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 3,499 | $31.4 萬 | 0.2% | −674−16.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 7,047 | $27.4 萬 | 0.2% | +10+0.1% | 加碼 | – |
| CVXChevron Corp | Stock | 1,390 | $20.1 萬 | 0.1% | −51−3.5% | 減碼 | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 40,000 | $7.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACKIMAC Holdings, Inc. | COM | 11,542 | $1.00 萬 | <0.1% | +11,542 | 新進 | 歷史 |
2022 年第 1 季之後清倉（4 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。