Financial Advocates Investment Management — Q1 2020 13F 持股

Name: Financial Advocates Investment Management — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730293

申报总市值

US$1.8亿

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本季完整持股清单

仅显示前 200 大持股（共 473 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AAPL	Apple INC	股票-科技	2.87%	—	-4.11%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.68%	-0.75%	-1.91%
3	MSFT	Microsoft CORP	股票-科技	2.24%	+0.58%	-0.03%
4	SCHO	Schwab Short-term US Treas	ETF-其他	2.23%	—	+30.54%
5	GLD	Spdr Gold Shares	ETF-避险与商品	1.88%	+2.93%	+28.05%
6	EDV	Vanguard Extended Dur Treas	ETF-其他	1.88%	—	+98.39%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.72%	+2.26%	-57.20%
8	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.61%	-0.58%	-42.92%
9	AMZN	Amazon.com INC	股票-周期性消费	1.33%	-0.80%	+7.02%
10	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	1.30%	—	-14.21%
11	FVD	First Trust Value Line Dvd	ETF-其他	1.24%	—	+14.39%
12	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.17%	+0.36%	-55.66%
13	VUG	Vanguard Growth ETF	ETF-其他	1.13%	—	+6.80%
14	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.11%	—	-16.21%
15	VTV	Vanguard Value ETF	ETF-其他	1.10%	—	+31.96%
16	BND	Vanguard Total Bond Market	ETF-其他	1.09%	+1.28%	-22.37%
17	FIXD	First Trust Smith Opportunis	ETF-其他	1.04%	-0.41%	EXIT
18	SLV	Ishares Silver Trust	ETF-避险与商品	1.02%	—	+336.77%
19	VGSH	Vanguard Short-term Treasury	ETF-政府公债	0.99%	—	-13.31%
20	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.97%	-0.71%	EXIT
21	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.95%	+0.30%	-11.64%
22	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.93%	+0.38%	-32.25%
23	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.85%	-1.19%	EXIT
24	PTLC	Pacer Trendpilot US Large Ca	ETF-其他	0.84%	—	+18.69%
25	FTCS	First Trust Capital Strength	ETF-其他	0.82%	—	+90.29%
26	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.77%	+0.15%	+4.00%
27	GMOM	Cambria Global Momentum ETF	ETF-其他	0.73%	—	-14.81%
28	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.69%	—	-1.19%
29	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.68%	—	+114.40%
30	BIV	Vanguard Intermediate-term B	ETF-其他	0.66%	—	+17.24%
31	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.66%	—	-25.73%
32	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.65%	—	-6.23%
33	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	0.65%	—	+32.72%
34	BA	Boeing Co/the	股票-工业	0.64%	—	+71.78%
35	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.64%	-0.57%	EXIT
36	XAODX	Abrdn Total Dynamic Dividend	股票-其他	0.60%	—	-0.56%
37	LMBS	First Trust Low Duration Opp	ETF-其他	0.59%	—	+117.48%
38	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	0.58%	-1.25%	+33.88%
39	V	Visa Inc-class A Shares	股票-金融	0.57%	—	-8.18%
40	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.57%	—	-2.18%
41	COST	Costco Wholesale CORP	股票-非周期性消费	0.56%	-0.19%	+18.65%
42	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.54%	—	-34.91%
43	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.54%	—	-1.68%
44	JNJ	Johnson & Johnson	股票-医疗保健	0.53%	—	+8.33%
45	INTC	Intel CORP	股票-科技	0.51%	—	-10.64%
46	SCHX	Schwab US Large-cap ETF	ETF-其他	0.50%	—	-37.24%
47	PG	Procter & Gamble Co/the	股票-非周期性消费	0.50%	—	-26.00%
48	VO	Vanguard Mid-cap ETF	ETF-其他	0.48%	—	+1.11%
49	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.48%	—	+34.42%
50	DIS	Walt Disney Co/the	股票-通信服务	0.48%	—	-1.24%

1–50 of 200

本季持股变动

Financial Advocates Investment Management 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	EDV	Vanguard Extended Dur Treas	+1.3%	+98.39%	加仓
2	SCHO	Schwab Short-term US Treas	+0.8%	+30.54%	加仓
3	SLV	Ishares Silver Trust	+0.8%	+336.77%	加仓
4	GLD	Spdr Gold Shares	+0.7%	+28.05%	加仓
5	FIXD	First Trust Smith Opportunis	+0.6%	+56.02%	加仓
6	FTCS	First Trust Capital Strength	+0.4%	+90.29%	加仓
7	MTUM	Ishares Msci USA Momentum Fa	+0.4%	+114.40%	加仓
8	VOOG	Vanguard S&p 500 Growth ETF	+0.4%	+423.16%	加仓
9	LMBS	First Trust Low Duration Opp	+0.4%	+117.48%	加仓
10	FDT	First Trust Develp Mkt Ex-us	+0.3%	+1180.94%	加仓
11	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	-1.91%	减仓
12	BND	Vanguard Total Bond Market	+0.1%	-22.37%	减仓
13	IVW	Ishares S&p 500 Growth ETF	0%	-11.64%	减仓
14	DIS	Walt Disney Co/the	-0.1%	-1.24%	减仓
15	SCHZ	Schwab US Aggregate Bond ETF	-0.1%	-34.91%	减仓
16	PG	Procter & Gamble Co/the	-0.1%	-26.00%	减仓
17	VEA	Vanguard Ftse Developed ETF	-0.1%	-20.54%	减仓
18	IJH	Ishares Core S&p Midcap ETF	-0.1%	-19.80%	减仓
19	AMD	Advanced Micro Devices	-0.2%	-55.29%	减仓
20	XLK	Ss Technology Select Sector	-0.2%	-50.64%	减仓
21	VOO	Vanguard S&p 500 ETF	-0.2%	-25.73%	减仓
22	IJR	Ishares Core S&p Small-cap E	-0.2%	-32.23%	减仓
23	AAPL	Apple INC	-0.2%	-4.11%	减仓
24	XLF	Ss Financial Select Sector	-0.2%	-54.04%	减仓
25	AAVM	Alpha Architect Global Facto	-0.2%	-60.93%	减仓
26	IEFA	Ishares Core Msci Eafe ETF	-0.2%	-6.23%	减仓
27	ICLN	Ishares Global Clean Energy	-0.2%	-71.85%	减仓
28	CVX	Chevron CORP	-0.2%	-28.57%	减仓
29	VB	Vanguard Small-cap ETF	-0.2%	-39.46%	减仓
30	SCHX	Schwab US Large-cap ETF	-0.3%	-37.24%	减仓
31	VNQ	Vanguard Real Estate ETF	-0.3%	-49.00%	减仓
32	GIGB	Goldman Sachs Inv Grd CORP	-0.3%	-87.05%	减仓
33	USMV	Ishares Msci USA Min Vol Fac	-0.3%	-16.21%	减仓
34	ITOT	Ishares Core S&p Total U.s.	-0.3%	-37.28%	减仓
35	SPLV	Invesco S&p 500 Low Volatili	-0.3%	-84.45%	减仓
36	DIA	Ss Spdr Dow Jones Indus Avg	-0.4%	-92.43%	减仓
37	EEM	Ishares Msci Emerging Market	-0.5%	-72.49%	减仓
38	IVE	Ishares S&p 500 Value ETF	-0.5%	-32.25%	减仓
39	SPDV	Aam S&p 500 High Div Val ETF	-0.5%	-74.69%	减仓
40	NKE	Nike INC -cl B	-0.6%	-34.43%	减仓
41	RSP	Invesco S&p 500 Equal Weight	-0.7%	-50.57%	减仓
42	QQQ	Invesco Qqq Trust Series 1	-0.7%	-42.92%	减仓
43	VTI	Vanguard Total Stock Mkt ETF	-2.2%	-55.66%	减仓
44	IVV	Ishares Core S&p 500 ETF	-2.7%	-57.20%	减仓
45	SCHH	Schwab US Reit ETF	—	EXIT	清仓
46	PDP	Invesco Dorsey Wright Moment	—	EXIT	清仓
47	MOAT	Vaneck Morningstar Wide Moat	—	EXIT	清仓
48	PPTY	US Diversified Real Estate E	—	NEW	新建仓
49	XAR	Ss Spdr S&p Aerospace Def	—	NEW	新建仓
50	QTEC	First Trust Nasdq 100 Tech I	—	EXIT	清仓