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美股市場槓桿型ETFs清單

美股指數:那斯達克100、S&P 500、道瓊、羅素2000

SymbolETF全名追蹤指數槓桿率月均量
QLDProShares Ultra QQQ
兩倍做多那斯達克100
NASDAQ-100 Index (QQQ)2x4.72m
QIDProShares UltraShort QQQ
兩倍做空那斯達克100
NASDAQ-100 Index (QQQ)-2x8.21m
TQQQProShares UltraPro QQQ
三倍做多那斯達克100
NASDAQ-100 Index (QQQ)3x101.27m
SQQQProShares UltraPro Short QQQ
三倍做空那斯達克100
NASDAQ-100 Index (QQQ)-3x89.86m
SSOProShares Ultra S&P 500
兩倍做多S&P 500
S&P 500 Index (SPY)2x3.68m
SDSProShares UltraShort S&P500
兩倍做空S&P 500
S&P 500 Index (SPY)-2x15.91m
UPROProShares UltraPro S&P500
三倍做多S&P 500
S&P 500 Index (SPY)3x5.94m
SPXUProShares UltraPro Short S&P500
三倍做空S&P 500
S&P 500 Index (SPY)-3x15.46m
SPXLDirexion Daily S&P 500 Bull 3X Shares
三倍做多S&P 500
S&P 500 Index (SPY)3x4.99m
SPXSDirexion Daily S&P 500 Bear 3X Shares
三倍做空S&P 500
S&P 500 Index (SPY)-3x92.71m
DDMProShares Ultra Dow30
兩倍做多道瓊指數
Dow Jones Industrial Average
(DIA)
2x225k
DXDProShares UltraShort Dow30
兩倍做空道瓊指數
Dow Jones Industrial Average
(DIA)
-2x1.48m
UDOWProShares UltraPro Dow30
三倍做多道瓊指數
Dow Jones Industrial Average
(DIA)
3x2.62m
SDOWProShares UltraPro Short Dow30
三倍做空道瓊指數
Dow Jones Industrial Average
(DIA)
-3x3.38m
UWMProShares Ultra Russell2000
兩倍做多羅素2000小型股
Russell 2000 Index (IWM)2x470k
TWMProShares UltraShort Russell2000
兩倍做空羅素2000小型股
Russell 2000 Index (IWM)-2x433k
URTYProShares UltraPro Russell2000
三倍做多羅素2000小型股
Russell 2000 Index (IWM)3x1.18m
SRTYProShares UltraPro Short Russell2000
三倍做空羅素2000小型股
Russell 2000 Index (IWM)-3x4.51m
TNADirexion Daily Small Cap Bull 3X Shares
三倍做多羅素2000小型股
Russell 2000 Index (IWM)3x14.56m
TZADirexion Daily Small Cap Bear 3X Shares
三倍做空羅素2000小型股
Russell 2000 Index (IWM)-3x26.43m
MVVProShares Ultra MidCap400
兩倍做多標普中型股400
S&P MidCap 4002x28k
MZZProShares UltraShort MidCap400
兩倍做空標普中型股400
S&P MidCap 400-2x6k
UMDDProShares UltraPro MidCap400
三倍做多標普中型股400
S&P MidCap 4003x18k
SMDDProShares UltraPro Short MidCap400
三倍做空標普中型股400
S&P MidCap 400-3x57k
MIDUDirexion Daily Mid Cap Bull 3X Shares
三倍做多標普中型股400
S&P MidCap 4003x72k
SAAProShares Ultra SmallCap600
兩倍做多標普小型股600
S&P SmallCap 6002x10k
SDDProShares UltraShort SmallCap600
兩倍做空標普小型股600
S&P SmallCap 600-2x6k

四大指數的槓桿型ETF流通率都不錯,且三倍槓桿的交易量都比兩倍槓桿的還要多。

科技類槓桿型ETF

SymbolETF全名追蹤指數槓桿率月均量
MAGXRoundhill Daily 2X Long Magnificent Seven ETF
兩倍做多Magnificent 7 ETF
Roundhill Magnificent Seven ETF2x127k
QQQUDirexion Daily Magnificent 7 Bull 2X Shares
兩倍做多Magnificent 7 ETF
Indxx Magnificent 7 Index2x103k
FNGOMicroSectors FANG+ Index 2X ETN
兩倍做多美國核心10檔科技ETN
NYSE FANG+ Index2x30k
FNGAMicroSectors FANG+ Index 3X ETN
三倍做多美國核心10檔科技ETN
NYSE FANG+ Index3x923k
FNGDMicroSectors FANG+ Index -3X ETN
三倍做空美國核心10檔科技ETN
NYSE FANG+ Index-3x5.71m
SOXLDirexion Daily Semiconductor Bull 3x Shares
三倍做多半導體股
ICE Semiconductor Index
(SOXX)
3x111.54m
SOXSDirexion Daily Semiconductor Bear 3x Shares
三倍做空半導體股
ICE Semiconductor Index
(SOXX)
-3x45.24m
USDProShares Ultra Semiconductors
兩倍做多半導體股
Dow Jones U.S. SemiconductorsSM Index2x812k
SSGProshares Ultrashort Semiconductors
兩倍做空半導體股
Dow Jones U.S. SemiconductorsSM Index-2x93k
TECLDirexion Daily Technology Bull 3X Shares
三倍做多科技類股
Technology Select Sector Index
(XLK)
3x1.91m
TECSDirexion Daily Technology Bear 3X Shares
三倍做空科技類股
Technology Select Sector Index
(XLK)
-3x1.08m
ROMProShares Ultra Technology
兩倍做多科技類股
Technology Select Sector Index
(XLK)
2x68k
BULZMicroSectors Solactive FANG & Innovation 3X Leveraged ETN
三倍做多美國核心15檔科技ETN
Solactive FANG Innovation Index3x176k
BERZMicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN
三倍做空美國核心15檔科技ETN
Solactive FANG Innovation Index-3x191k
WEBLDirexion Daily Dow Jones Internet Bull 3X Shares
三倍做多美國網際網路股
Dow Jones Internet Composite Index
(FDN)
3x363k
WEBSDirexion Daily Dow Jones Internet Bear 3X Shares
三倍做空美國網際網路股
Dow Jones Internet Composite Index
(FDN)
-3x90k
CLDLDirexion Daily Cloud Computing Bull 2X Shares
兩倍做多雲端計算股
Indxx USA Cloud Computing Index2x14k
SKYUProShares Ultra Nasdaq Cloud Computing
兩倍做多雲端計算股
ISE CTA Cloud Computing Index2x5k
LTLProShares Ultra Communication Services
兩倍做多通訊服務股
S&P Communication Services Select Sector Index (XLC)2x7k
AIBUDirexion Daily AI and Big Data Bull 2X Shares
兩倍做多AI與大數據
Solactive US AI & Big Data Index2x17k
AIBDDirexion Daily AI and Big Data Bear 2X Shares
兩倍做空AI與大數據
Solactive US AI & Big Data Index-2x11k

參考閱讀:探索2024美股最佳半導體ETF:績效與風險評估

金融、債券槓桿型ETF

SymbolETF全名追蹤指數槓桿率月均量
UYGProShares Ultra Financials
兩倍做多美國金融股
S&P Financial Select Sector Index (XLF)2x25k
SKFProShares UltraShort Financials
兩倍做空美國金融股
S&P Financial Select Sector Index (XLF)-2x28k
FASDirexion Daily Financial Bull 3X Shares
三倍做多美國金融股
S&P Financial Select Sector Index (XLF)3x736k
FAZDirexion Daily Financial Bear 3X Shares
三倍做空美國金融股
S&P Financial Select Sector Index (XLF)-3x34.12m
BNKUMicroSectors U.S. Big Banks Index 3X Leveraged ETNs
三倍做多美國10大銀行股
Solactive MicroSectors U.S. Big Banks Index3x7k
BNKDMicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs
三倍做空美國10大銀行股
Solactive MicroSectorsTM U.S. Big Banks Index-3x1k
DPSTDirexion Daily Regional Banks Bull 3X Shares
三倍做多美國地區銀行股
S&P Regional Banks Select Industry Index (KRE)3x738k
USTProShares Ultra 7-10 Year Treasury
兩倍做多美國7-10年公債
ICE U.S. Treasury 7-10 Year Bond Index2x6k
PSTProShares UltraShort 7-10 Year Treasury
兩倍做空美國7-10年公債
ICE U.S. Treasury 7-10 Year Bond Index-2x34k
UBTProShares Ultra 20+ Year Treasury
兩倍做多美國20+年公債
ICE U.S. Treasury 20+ Year Bond Index2x134k
TBTProShares UltraShort 20+ Year Treasury
兩倍做空美國20+年公債
ICE U.S. Treasury 20+ Year Bond Index-2x581k
TTTProShares UltraPro Short 20+ Year Treasury
三倍做空美國20+年公債
ICE U.S. Treasury 20+ Year Bond Index-3x6k
TMFDirexion Daily 20+ Year Treasury Bull 3X Shares
三倍做多美國20+年公債
ICE U.S. Treasury 20+ Year Bond Index3x6.38m
TMVDirexion Daily 20+ Year Treasury Bear 3x Shares
三倍做空美國20+年公債
ICE U.S. Treasury 20+ Year Bond Index-3x1.09m

外匯槓桿型ETFs

SymbolETF全名追蹤指數槓桿率月均量
YCLProShares Ultra Yen
兩倍做多Yen日幣
Japanese yen2x75k
EUOProShares UltraShort Euro
兩倍做空Euro歐元
euro-2x29k

加密貨幣槓桿型ETFs

SymbolETF全名追蹤指數槓桿率月均量
BITUProShares Ultra Bitcoin ETF
2倍做多Bitcoin指數
Bloomberg Bitcoin Index2x3.42m
SBITProShares UltraShort Bitcoin ETF
2倍做空Bitcoin指數
Bloomberg Bitcoin Index-2x8.09m
BITX2x Bitcoin Strategy ETF
兩倍做多比特幣
S&P CME Bitcoin Futures Daily Roll Index2x8.52m
ETHUVolatility Shares Trust 2x Ether ETF
2倍做多Ethereum指數
CME Ether Futures2x36.83m
ETHTProShares Ultra Ether ETF
2倍做多Ethereum指數
Bloomberg Ethereum Index2x1.7m
ETHDProShares UltraShort Ether ETF
2倍做空Ethereum指數
Bloomberg Ethereum Index-2x268k

波動率VIX槓桿ETF

SymbolETF全名追蹤指數槓桿率月均量
UVXYProShares Ultra VIX Short-Term Futures ETF
1.5倍做多VIX指數
S&P 500 VIX Short-Term Futures Index1.5x23m
UVIX2x Long VIX Futures ETF
2倍做多VIX指數
Long VIX Futures Index2x7.48m

其他產業分類槓桿型ETF

SymbolETF全名追蹤指數槓桿率月均量
NAILDirexion Daily Homebuilders & Supplies Bull 3X Shares
三倍做多營建與材料股
Dow Jones U.S. Select Home Construction Index
(ITB)
3x433k
BIBProShares Ultra Nasdaq Biotechnology
兩倍做多生技股
Nasdaq Biotechnology Index2x7k
LABUDirexion Daily S&P Biotech Bull 3x Shares
三倍做多生技股
S&P Biotechnology Select Industry Index
(XBI)
3x1.03m
LABDDirexion Daily S&P Biotech Bear 3x Shares
三倍做空生技股
S&P Biotechnology Select Industry Index
(XBI)
-3x11.03m
RXLProShares Ultra Health Care
兩倍做多醫療股
S&P Health Care Select Sector Index (XLV)2x18k
CUREDirexion Daily Healthcare Bull 3x Shares
三倍做多醫療股
S&P Health Care Select Sector Index (XLV)3x45k
DFENDirexion Daily Aerospace & Defense Bull 3X Shares
三倍做多航太與國防產業股
Dow Jones U.S. Select Aerospace & Defense Index
(ITA)
3x156k
UREProShares Ultra Real Estate
兩倍做多房地產股
S&P Real Estate Select Sector Index (XLRE)2x4k
SRSProShares UltraShort Real Estate
兩倍做空房地產股
S&P Real Estate Select Sector Index (XLRE)-2x15k
DRNDirexion Daily Real Estate Bull 3x Shares
三倍做多房地產股
S&P Real Estate Select Sector Index (XLRE)3x956k
DRVDirexion Daily Real Estate Bear 3X Shares
三倍做空房地產股
S&P Real Estate Select Sector Index (XLRE)-3x166k
RETLDirexion Daily Retail Bull 3X Shares
三倍做多零售股
S&P Retail Select Industry Index
(XRT)
3x524k
UPWProShares Ultra Utilities
兩倍做多公共事業股
S&P Utilities Select Sector Index (XLU)2x8k
UTSLDirexion Daily Utilities Bull 3X Shares
三倍做多公共事業股
S&P Utilities Select Sector Index (XLU)3x89k
MSOXAdvisorShares MSOS 2x Daily ETF
兩倍做多大麻股
AdvisorShares Pure U.S. Cannabis ETF
(MSOS)
2x215k
UCCProShares Ultra Consumer Discretionary
兩倍做多非必須消費品
S&P Consumer Discretionary Select Sector Index (XLY)2x8k
WANTDirexion Daily Consumer Discretionary Bull 3X Shares
三倍做多非必須消費品
S&P Consumer Discretionary Select Sector Index (XLY)3x19k
UXIProShares Ultra Industrials
兩倍做多工業生產股
S&P Industrials Select Sector Index (XLI)2x3k
DUSLDirexion Daily Industrials Bull 3X Shares
三倍做多工業生產股
S&P Industrials Select Sector Index (XLI)3x15k
TPORDirexion Daily Transportation Bull 3X Shares
三倍做多交通運輸股
S&P Transportation Select Industry FMC Capped Index
(IYT)
3x14k
PILLDirexion Daily Pharmaceutical & Medical Bull 3X Shares
三倍做多製藥與醫療股
S&P Pharmaceuticals Select Industry Index
(XPH)
3x40k

石油與能源槓桿型ETF

SymbolETF全名追蹤指數槓桿率月均量
UCOProShares Ultra Bloomberg Crude Oil
兩倍做多原油
Bloomberg Commodity Balanced WTI Crude Oil Index2x1.63m
SCOProShares UltraShort Bloomberg Crude Oil
兩倍做空原油
Bloomberg Commodity Balanced WTI Crude Oil Index-2x1.02m
GUSHDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares
兩倍做多石油與天然氣產業
S&P Oil & Gas Exploration & Production Select Industry Index2x737k
DRIPDirexion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares
兩倍做空石油與天然氣產業
S&P Oil & Gas Exploration & Production Select Industry Index-2x2.33m
BOILProShares Ultra Bloomberg Natural Gas
兩倍做多天然氣
Bloomberg Natural Gas Subindex2x1.64m
KOLDProShares UltraShort Bloomberg Natural Gas
兩倍做空天然氣
Bloomberg Natural Gas Subindex-2x11.15m
DIGProShares Ultra Energy
兩倍做多能源產業
S&P Energy Select Sector Index (XLE)2x49k
ERXDirexion Daily Energy Bull 2X Shares
兩倍做多能源產業
S&P Energy Select Sector Index (XLE)2x311k
ERYDirexion Daily Energy Bear 2X Shares
兩倍做空能源產業
S&P Energy Select Sector Index (XLE)-2x236k
OILUMicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN
三倍做多石油與天然氣產業
Solactive MicroSectors Oil & Gas Exploration & Production Index3x115k
OILDMicroSectors Oil & Gas Exp. & Prod. -3x Inverse Leveraged ETN
三倍做空石油與天然氣產業
Solactive MicroSectors Oil & Gas Exploration & Production Index-3x128k

貴金屬、原物料槓桿型ETF

SymbolETF全名追蹤指數槓桿率月均量
JNUGDirexion Daily Junior Gold Miners Index Bull 2x Shares
兩倍做多小型黃金礦業股
MVIS Global Junior Gold Miners Index2x718k
JDSTDirexion Daily Junior Gold Miners Index Bear 2X Shares
兩倍做空小型黃金礦業股
MVIS Global Junior Gold Miners Index-2x1.19m
NUGTDirexion Daily Gold Miners Index Bull 2x Shares
兩倍做多黃金礦業股
NYSE Arca Gold Miners Index2x1.34m
DUSTDirexion Daily Gold Miners Index Bear 2x Shares
兩倍做空黃金礦業股
NYSE Arca Gold Miners Index-2x1.08m
GDXUMicroSectors Gold Miners 3X Leveraged ETN
三倍做多黃金礦業股
MicroSectors Gold Miners Index
(GDX, GDXJ)
3x622k
GDXDMicroSectors Gold Miners -3X Inverse Leveraged ETNs
三倍做空黃金礦業股
MicroSectors Gold Miners Index
(GDX, GDXJ)
-3x3.13m
UGLProShares Ultra Gold
兩倍做多黃金
Bloomberg Gold Subindex2x263k
GLLProShares UltraShort Gold
兩倍做空黃金
Bloomberg Gold Subindex-2x700k
AGQProShares Ultra Silver
兩倍做多白銀
Bloomberg Silver Subindex2x1.9m
ZSLProShares UltraShort Silver
兩倍做空白銀
Bloomberg Silver Subindex-2x321k
UYMProShares Ultra Materials
兩倍做空原物料產業
S&P Materials Select Sector Index2x11k

國際股市指數槓桿型ETF

SymbolETF全名追蹤指數槓桿率月均量
UPVProShares Ultra FTSE Europe
兩倍做多歐洲股市
FTSE Developed Europe All Cap Index2x7k
EPVProShares UltraShort FTSE Europe
兩倍做空歐洲股市
FTSE Developed Europe All Cap Index-2x59k
EURLDirexion Daily FTSE Europe Bull 3X Shares
三倍做多歐洲股市
FTSE Developed Europe All Cap Index3x106k
EFOProShares Ultra MSCI EAFE
兩倍做多MSCI 歐澳亞已開發國家指數
MSCI EAFE Index2x5k
EFUProShares UltraShort MSCI EAFE 
兩倍做空MSCI 歐澳亞已開發國家指數
MSCI EAFE Index-2x10k
EETProShares Ultra MSCI Emerging Markets
兩倍做多新興市場
MSCI Emerging Markets Index2x13k
EEVProShares UltraShort MSCI Emerging Markets
兩倍做空新興市場
MSCI Emerging Markets Index-2x10k
EDCDirexion Daily MSCI Emerging Markets Bull 3x Shares
三倍做多新興市場
MSCI Emerging Markets Index
(EEM)
3x124k
EDZDirexion Daily MSCI Emerging Markets Bear 3X Shares
三倍做空新興市場
MSCI Emerging Markets Index
(EEM)
-3x242k
XPPProShares Ultra FTSE China 50
兩倍做多富時中國A50
FTSE China 50 Index2x27k
FXPProShares UltraShort FTSE China 50
兩倍做空富時中國A50
FTSE China 50 Index-2x22k
YINNDirexion Daily FTSE China Bull 3X Shares
三倍做多富時中國A50
FTSE China 50 Index3x6.47m
YANGDirexion Daily FTSE China Bear 3X Shares
三倍做空富時中國A50
FTSE China 50 Index-3x4.94m
CHAUDirexion Daily CSI 300 China A Share Bull 2x Shares
兩倍做多中國滬深300指數
CSI 300 Index2x708k
CWEBDirexion Daily CSI China Internet Index Bull 2x Shares
兩倍做多中國網路股
CSI Overseas China Internet Index
(KWEB)
2x822k
BRZUDirexion Daily MSCI Brazil Bull 2X Shares
兩倍做多巴西股市
MSCI Brazil 25/50 Index
(EWZ)
2x90k
INDLDirexion Daily MSCI India Bull 2X Shares
兩倍做多印度股市
MSCI India Index
(INDA)
2x50k
KORUDirexion MSCI Daily South Korea Bull 3X Shares
三倍做多韓國股市
MSCI Korea 25/50 Index
(EWY)
3x114k
MEXXDirexion Daily MSCI Mexico Bull 3X Shares
三倍做多墨西哥股市
MSCI Mexico IMI 25/50 Index3x153k

策略型槓桿ETF

SymbolETF全名追蹤指數槓桿率月均量
HIBLDirexion Daily S&P 500 High Beta Bull 3X Shares
三倍做多S&P500高波動成分股
S&P 500® High Beta Index
(SPHB)
3x147k
HIBSDirexion Daily S&P 500 High Beta Bear 3X Shares
三倍做空S&P500高波動成分股
S&P 500® High Beta Index
(SPHB)
-3x324k

以上表格更新時間:2025/3/24

槓桿型ETF指的是一種特殊的證券,其透過使用金融衍生工具和借貸手段,來放大其追蹤的基礎指數或其他資產的回報。槓桿型ETF通常使用2:1或3:1的比例。這種產品適用於大多數指數,如納斯達克100指數和道瓊斯工業平均指數。槓桿型ETF是一種高風險高回報的金融工具,也可以用於投資組合的避險。雖然管理費通常較非槓桿型ETF來的高,但是相較於融資成本還是比較便宜。

槓桿ETF每天都會重新調整持倉,以維持固定的槓桿倍數。這種「每日再平衡」在震盪行情中會導致頻繁的高買低賣,產生所謂的損耗效應。即使標的股價原地踏步,槓桿ETF的淨值也可能逐漸下滑。因此,槓桿ETF比較適合短線操作,不建議長期持有。

美國槓桿型ETF發行機構

Direxion – 創立於1997年,為追求超越常規的投資者提供創新產品。該公司專注於指數型產品,提供投資者方向性選擇、放大的市場曝光度,以及基於長期規則的策略。截至2023年9月30日,Direxion管理的資產約達290億美元。該公司在美國和香港共設有四個辦公室,顯示其在國際金融市場的布局與影響力。透過其創新的產品線和戰略,Direxion為全球投資者提供了多元化的投資選擇,進一步鞏固其在金融產業的地位。

MicroSectors – REX作為一家創新型ETF(交易所交易基金)提供商,專精於提供替代策略的ETF和ETN(交易所交易票據)。該公司推出了MicroSectors產品線,並與他人共同創立了T-REX系列產品,這些產品主要為交易者提供槓桿和反向工具。最近,REX更是推出了首批基於選擇權的收益策略,這是其一系列創新策略的開端。

ProShares – ProShares目前擁有極其豐富的ETF產品陣容,管理資產超過650億美元。該公司在多元策略領域中居領先地位,尤其在股息成長、利率對沖債券及槓桿與反向ETF投資方面表現突出。ProShares持續進行產品創新,為投資者提供策略性和戰術性的機會,以便更有效地管理風險並提升投資回報。