Unity Wealth Partners動態資本增值與期權主動型ETF (DCAP.US)
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請參考Unity Wealth Partners動態資本增值與期權主動型ETF (DCAP.US) Unity Wealth Partners Dynamic Capital Appreciation & Options ETF(DCAP.US),中文名稱為Unity Wealth Partners動態資本增值與期權主動型ETF,成立於2024/07/22,在NASDAQ交易所交易,計價幣別為美元,其主要投資地區為美國,投資標的為期貨選擇權商品,本基金為主動型ETF,旨在尋求長期資本增值。本基金旨在尋求廣泛的股票市場曝險以及某些個股證券的曝險,同時也採用選擇權疊加策略(透過風險定義的選擇權)來尋求限制潛在損失並產生額外收入。在持股方面,SPDR S&P 500 ETF Trust佔25.25%,SPDR Dow Jones Industrial Average ETF Trust佔15.11%,iShares Russell 2000 ETF佔14.62%,First American Government Obligations Fund 12/01/2佔11.81%,Invesco QQQ Trust Series 1佔9.91%,UnitedHealth Group Inc佔1.20%,Home Depot Inc/The佔1.06%,JPMORGAN CHASE & CO.佔1.04%,Goldman Sachs Group Inc/The佔1.03%,Johnson & Johnson佔1.00%。
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