{"id":550285,"date":"2024-08-29T23:22:40","date_gmt":"2024-08-30T06:22:40","guid":{"rendered":"https:\/\/nai500.com\/?p=550285"},"modified":"2024-08-29T23:22:40","modified_gmt":"2024-08-30T06:22:40","slug":"%e5%89%94%e9%99%a4%e6%83%85%e7%bb%aa%ef%bc%8c%e8%81%9a%e7%84%a6%e7%ae%97%e6%b3%95%ef%bc%8c%e7%be%8e%e8%82%a1%e9%87%8f%e5%8c%96etf%e8%bf%99%e4%b9%88%e7%8e%a9","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/08\/%e5%89%94%e9%99%a4%e6%83%85%e7%bb%aa%ef%bc%8c%e8%81%9a%e7%84%a6%e7%ae%97%e6%b3%95%ef%bc%8c%e7%be%8e%e8%82%a1%e9%87%8f%e5%8c%96etf%e8%bf%99%e4%b9%88%e7%8e%a9\/","title":{"rendered":"\u5254\u9664\u60c5\u7eea\uff0c\u805a\u7126\u7b97\u6cd5\uff0c\u7f8e\u80a1\u91cf\u5316ETF\u8fd9\u4e48\u73a9"},"content":{"rendered":"<p>\u6784\u5efa\u6295\u8d44\u7ec4\u5408\u7684\u8fc7\u7a0b\u4e2d\uff0c\u6295\u8d44\u8005\u5c11\u4e0d\u4e86\u8981\u5bf9\u5927\u91cf\u80a1\u7968\u8fdb\u884c\u5206\u6790\u3002\u5bf9\u4e8e\u57fa\u91d1\u7ecf\u7406\u4eec\u6765\u8bf4\uff0c\u8fd9\u5c31\u662f\u4ed6\u4eec\u7684\u5de5\u4f5c\uff0c\u4f46\u5373\u4f7f\u662f\u9876\u7ea7\u7684\u4e13\u4e1a\u4eba\u58eb\u4e5f\u96be\u514d\u72af\u9519\u3002\u60c5\u611f\u4f1a\u5bf9\u4eba\u9020\u6210\u5e72\u6270\uff0c\u5bfc\u81f4\u6295\u8d44\u51b3\u7b56\u504f\u79bb\u903b\u8f91\u548c\u6570\u636e\u3002\u56e0\u6b64\uff0c\u6709\u4e9b\u57fa\u91d1\u7ecf\u7406\u9009\u62e9\u4f7f\u7528\u7b97\u6cd5\u6765\u4ee3\u66ff\u4eba\u7c7b\u7684\u504f\u89c1\u548c\u60c5\u7eea\uff0c\u6839\u636e\u9884\u5b9a\u7684\u6761\u4ef6\u8fdb\u884c\u6295\u8d44\uff0c\u4e8e\u662f\u5c31\u6709\u4e86\u91cf\u5316\u57fa\u91d1\u3002<\/p>\n<p>\u666e\u901a\u57fa\u91d1\u5b8c\u5168\u4f9d\u8d56\u4e8e\u57fa\u91d1\u7ecf\u7406\u7684\u51b3\u7b56\uff0c\u800c\u91cf\u5316\u57fa\u91d1\u662f\u7531\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u5b8c\u6210\u5206\u6790\u3002MN Wealth Advisors\u7684\u5408\u4f19\u4eba\u517c\u9996\u5e2d\u6295\u8d44\u5b98Matt Ahrens\u8868\u793a\uff0c\u91cf\u5316\u57fa\u91d1\u540c\u65f6\u80fd\u591f\u6ee1\u8db3\u957f\u671f\u6295\u8d44\u8005\u548c\u77ed\u7ebf\u4ea4\u6613\u8005\u7684\u9700\u6c42\u3002\u91cf\u5316\u7b97\u6cd5\u5229\u7528\u5927\u91cf\u7684\u6570\u636e\u96c6\u6765\u51b3\u5b9a\u4e70\u5356\u80a1\u7968\uff0c\u907f\u514d\u4e86\u4eba\u7c7b\u60c5\u611f\u5982\u6050\u60e7\u548c\u8d2a\u5a6a\u7684\u5f71\u54cd\u3002<\/p>\n<h2>\u8d2d\u4e70\u91cf\u5316ETF\u524d\u7684\u8003\u8651\u56e0\u7d20<\/h2>\n<p>\u6295\u8d44\u91cf\u5316\u5171\u540c\u57fa\u91d1\u6216\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09\u662f\u4e00\u9879\u91cd\u5927\u51b3\u7b56\u3002\u867d\u7136\u6295\u8d44\u53ef\u80fd\u5e2e\u52a9\u60a8\u66f4\u5feb\u5b9e\u73b0\u8d22\u52a1\u76ee\u6807\uff0c\u4f46\u4e5f\u4f34\u968f\u7740\u98ce\u9669\u3002\u56e0\u6b64\uff0c\u4e00\u4e9b\u6295\u8d44\u8005\u8ba4\u4e3a\uff0c\u91cf\u5316\u57fa\u91d1\u53ef\u80fd\u5e2e\u52a9\u4ed6\u4eec\u5728\u627f\u62c5\u76f8\u5e94\u98ce\u9669\u7684\u60c5\u51b5\u4e0b\u83b7\u5f97\u66f4\u9ad8\u7684\u56de\u62a5\u3002\u4e0d\u8fc7\uff0c\u6311\u9009\u57fa\u91d1\u65f6\u9700\u8003\u8651\u4ee5\u4e0b\u57fa\u672c\u8981\u7d20\uff1a<\/p>\n<ul>\n<li>\u8d39\u7528\u7387\uff1a\u76f8\u6bd4\u6ca1\u6709\u4f7f\u7528\u5148\u8fdb\u6280\u672f\u7684\u88ab\u52a8\u7ba1\u7406\u578b\u57fa\u91d1\uff0c\u91cf\u5316ETF\u7684\u8d39\u7528\u7387\u901a\u5e38\u4f1a\u66f4\u9ad8\u3002<\/li>\n<li>\u6295\u8d44\u7ec4\u5408\u914d\u7f6e\uff1a\u6295\u8d44\u8005\u5e94\u67e5\u770b\u57fa\u91d1\u4e2d\u7684\u4e2a\u80a1\u4ee5\u53ca\u57fa\u91d1\u7ecf\u7406\u5982\u4f55\u5206\u914d\u8d44\u91d1\u3002<\/li>\n<li>\u5386\u53f2\u56de\u62a5\uff1a\u5c3d\u7ba1\u5386\u53f2\u56de\u62a5\u4e0d\u80fd\u4fdd\u8bc1\u672a\u6765\u6536\u76ca\uff0c\u4f46\u6709\u53c2\u8003\u4ef7\u503c\u3002<\/li>\n<li>\u98ce\u9669\u627f\u53d7\u80fd\u529b\uff1a\u5927\u591a\u6570\u91cf\u5316ETF\u7684\u98ce\u9669\u8f83\u9ad8\uff0c\u4f46\u6f5c\u5728\u56de\u62a5\u4e5f\u66f4\u52a0\u53ef\u89c2\u3002\u6295\u8d44\u8005\u5e94\u5f53\u8bc4\u4f30\u81ea\u5df1\u7684\u957f\u671f\u8d22\u52a1\u76ee\u6807\u4ee5\u53ca\u613f\u610f\u4e3a\u6b64\u627f\u62c5\u591a\u5c11\u98ce\u9669\u3002<\/li>\n<\/ul>\n<h2>\u91cf\u5316ETF\u7684\u4f18\u7f3a\u70b9<\/h2>\n<p>\u8d2d\u4e70\u91cf\u5316ETF\u4efd\u989d\u524d\uff0c\u8bf7\u8003\u8651\u8fd9\u4e00\u6295\u8d44\u7b56\u7565\u7684\u4f18\u7f3a\u70b9\u3002\u4e3b\u8981\u4f18\u70b9\u662f\u6d88\u9664\u4e86\u4eba\u7c7b\u60c5\u611f\u548c\u504f\u89c1\u7684\u5f71\u54cd\uff0c\u6709\u4e9b\u57fa\u91d1\u51ed\u501f\u5148\u8fdb\u7684\u6280\u672f\u53ef\u4ee5\u63d0\u4f9b\u76f8\u6bd4\u884c\u4e1a\u57fa\u51c6\u66f4\u9ad8\u7684\u56de\u62a5\u3002WinCap Financial\u7684\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98Michael Collins\u8868\u793a\uff0c\u91cf\u5316ETF\u7684\u7f3a\u70b9\u5305\u62ec\u9ad8\u7ba1\u7406\u8d39\uff0c\u4ee5\u53ca\u5728\u9ad8\u5ea6\u4e0d\u786e\u5b9a\u6216\u9ad8\u6ce2\u52a8\u5e02\u573a\u4e2d\u57fa\u91d1\u8868\u73b0\u53ef\u80fd\u4f1a\u4e0d\u7406\u60f3\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u4e00\u4e9b\u503c\u5f97\u8003\u8651\u7684\u7f8e\u80a1\u91cf\u5316ETF\uff1a<\/p>\n<ol>\n<li><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=JEPQ\">JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)<\/a>: 30\u5929SEC\u6536\u76ca\u73879.9%\uff0c\u8d39\u7528\u73870.35%\uff0c\u5e74\u521d\u81f3\u4eca\uff08\u622a\u81f38\u670827\u65e5\uff0c\u4e0b\u540c\uff09\u56de\u62a5\u738713.9%\u3002\u8be5ETF\u521b\u7acb\u4e8e2022\u5e745\u6708\uff0c\u4f46\u8d44\u4ea7\u89c4\u6a21\u5df2\u7ecf\u4ece50\u4ebf\u7f8e\u5143\u589e\u81f3160\u4ebf\u7f8e\u5143\u3002JEPQ\u81f4\u529b\u4e8e\u9ad8\u6536\u5165\u548c\u4f4e\u6ce2\u52a8\u7684\u5e73\u8861\uff0c\u7cfb\u7edf\u8ddf\u8e2a\u4ef7\u5916\u7684\u7eb3\u65af\u8fbe\u514b100\u770b\u6da8\u671f\u6743\u3002<\/li>\n<li>iShares U.S. Equity Factor ETF (LRGF): 30\u5929SEC\u6536\u76ca\u73871.3%\uff0c\u8d39\u7528\u73870.08%\uff0c\u5e74\u521d\u81f3\u4eca\u56de\u62a5\u738719.9%\u3002LRGF\u6295\u8d44279\u53ea\u4e2a\u80a1\u4f46\u805a\u7126\u4e8e\u5927\u578b\u79d1\u6280\u516c\u53f8\uff0c\u524d\u4e09\u5927\u91cd\u4ed3\u80a1\u82f9\u679c\u3001\u82f1\u4f1f\u8fbe\u548c\u5fae\u8f6f\u5360\u5176\u603b\u8d44\u4ea7\uff0821\u4ebf\u7f8e\u5143\uff09\u7684\u5c06\u8fd120%\u3002<\/li>\n<li>JPMorgan Market Expansion Enhanced Equity ETF (JMEE): 30\u5929SEC\u6536\u76ca\u73871.2%\uff0c\u8d39\u7528\u73870.24%\uff0c\u5e74\u521d\u81f3\u4eca\u56de\u62a5\u738711.7%\u3002JMEE\u521b\u7acb\u4e8e2022\u5e745\u6708\u5e76\u81f4\u529b\u4e8e\u8dd1\u8d62\u6807\u666e1000\u6307\u6570\uff0c\u603b\u8d44\u4ea7\u53ea\u670913\u4ebf\u7f8e\u5143\u4f4615\u5e74\u7684\u5e74\u5316\u56de\u62a5\u7387\u9ad8\u8fbe12.3%\u3002<\/li>\n<li>ALPS O&#8217;Shares US Quality Dividend ETF (OUSA): 30\u5929SEC\u6536\u76ca\u73872.0%\uff0c\u8d39\u7528\u73870.48%\uff0c\u5e74\u521d\u81f3\u4eca\u56de\u62a5\u738715.2%\u3002OUSA\u6295\u8d44\u4f18\u8d28\u3001\u4f4e\u6ce2\u52a8\u7684\u80a1\u606f\u6210\u957f\u80a1\uff0c\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a218.06\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u603b\u8d44\u4ea7\u7684\u8fd1\u56db\u5206\u4e4b\u4e00\u6295\u5411\u4fe1\u606f\u6280\u672f\u516c\u53f8\uff0c\u591a\u6570\u662f\u5927\u5e02\u503c\u6216\u4e2d\u7b49\u5e02\u503c\u516c\u53f8\u3002<\/li>\n<li>SPDR MSCI EAFE StrategicFactors ETF (QEFA): 30\u5929SEC\u6536\u76ca\u73872.6%\uff0c\u8d39\u7528\u73870.30%\uff0c\u5e74\u521d\u81f3\u4eca\u56de\u62a5\u738711.7%\u3002QEFA\u8d44\u4ea7\u89c4\u6a21\u4e3a9.77\u4ebf\u7f8e\u5143\uff0c\u6295\u8d44\u8d44\u4ea7\u8986\u76d6\u6b27\u6d32\u3001\u6fb3\u5927\u62c9\u897f\u4e9a\u548c\u8fdc\u4e1c\uff0c\u800c\u4e14\u6bcf\u5e74\u6d3e\u606f\u4e24\u6b21\u3002<\/li>\n<li>Vanguard US Momentum Factor ETF (VFMO): 30\u5929SEC\u6536\u76ca\u73870.6%\uff0c\u8d39\u7528\u73870.13%\uff0c\u5e74\u521d\u81f3\u4eca\u56de\u62a5\u738720.5%\u3002VFMO\u6295\u8d44\u591a\u5143\u5316\u7a0b\u5ea6\u9ad8\uff08612\u53ea\u80a1\u7968\uff09\uff0c\u5e02\u503c\u4e2d\u4f4d\u6570\u5728120\u4ebf\u7f8e\u5143\u5de6\u53f3\uff0c\u5176\u4e2d\u79d1\u6280\u548c\u5de5\u4e1a\u677f\u5757\u5404\u5360\u603b\u8d44\u4ea7\u768418%\u548c20%\uff0c\u6362\u624b\u7387\u9ad8\u8fbe73%\u3002<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>\u6784\u5efa\u6295\u8d44\u7ec4\u5408\u7684\u8fc7\u7a0b\u4e2d\uff0c\u6295\u8d44\u8005\u5c11\u4e0d\u4e86\u8981\u5bf9\u5927\u91cf\u80a1\u7968\u8fdb\u884c\u5206\u6790\u3002\u5bf9\u4e8e\u57fa\u91d1\u7ecf\u7406\u4eec\u6765\u8bf4\uff0c\u8fd9\u5c31\u662f\u4ed6\u4eec\u7684\u5de5\u4f5c\uff0c\u4f46\u5373\u4f7f\u662f\u9876\u7ea7\u7684\u4e13 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":548152,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2190,2125,1997,634],"class_list":["post-550285","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-etf-sch","tag-2125","tag-1997","tag-634","sectors-financial-products-zh-hans","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/550285","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=550285"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/550285\/revisions"}],"predecessor-version":[{"id":550290,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/550285\/revisions\/550290"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/548152"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=550285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=550285"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=550285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}