Financial Advocates Investment Management — Q4 2020 13F 持股

Name: Financial Advocates Investment Management — 13F Holdings, Q4 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 714 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	4.24%	—	+13.96%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.24%	-0.75%	+2.21%
3	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	2.13%	—	+2.97%
4	MSFT	Microsoft CORP	股票-科技	2.11%	+0.58%	+5.73%
5	SLV	Ishares Silver Trust	ETF-避险与商品	1.82%	—	+15.03%
6	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.75%	-0.58%	+2.64%
7	AMZN	Amazon.com INC	股票-周期性消费	1.61%	-0.80%	+22.85%
8	GLD	Spdr Gold Shares	ETF-避险与商品	1.60%	+2.93%	-0.82%
9	XLK	Ss Technology Select Sector	ETF-科技型	1.43%	—	-11.87%
10	SPIP	Ss Spdr P Tips ETF	ETF-其他	1.38%	—	—
11	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.21%	—	+1297.62%
12	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.02%	+0.36%	-18.97%
13	VUG	Vanguard Growth ETF	ETF-其他	1.00%	—	+7.82%
14	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.97%	—	+13.54%
15	FIXD	First Trust Smith Opportunis	ETF-其他	0.93%	-0.41%	EXIT
16	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.91%	—	+3.81%
17	XLI	Ss Industrial Select Sector	ETF-其他	0.90%	—	+706.76%
18	FVD	First Trust Value Line Dvd	ETF-其他	0.89%	—	+3.38%
19	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.86%	—	+2.88%
20	TSLA	Tesla INC	股票-周期性消费	0.83%	-0.35%	+8.06%
21	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.82%	+0.30%	+225.59%
22	VTV	Vanguard Value ETF	ETF-其他	0.79%	—	+4.51%
23	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.79%	+0.38%	+0.85%
24	FDN	First Trust Dj Internet Ind	ETF-其他	0.73%	—	+48.36%
25	FTCS	First Trust Capital Strength	ETF-其他	0.72%	—	+8.96%
26	BND	Vanguard Total Bond Market	ETF-其他	0.71%	+1.28%	-10.28%
27	XLRE	Ss Real Estate Select Sector	ETF-其他	0.70%	—	—
28	SPMB	Ss Spdr P Mort Back Bond ETF	ETF-其他	0.69%	—	—
29	BA	Boeing Co/the	股票-工业	0.66%	—	+4.48%
30	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.58%	+0.15%	+3.45%
31	NKE	Nike INC -cl B	股票-周期性消费	0.57%	—	+43.76%
32	BIV	Vanguard Intermediate-term B	ETF-其他	0.56%	—	+70.04%
33	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.54%	—	+19.87%
34	DIS	Walt Disney Co/the	股票-通信服务	0.54%	—	+5.53%
35	XLV	Ss Health Care Select Sector	ETF-其他	0.54%	—	+57.20%
36	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.54%	-0.71%	EXIT
37	FXH	First Trust Health Care Alph	ETF-其他	0.54%	—	-0.60%
38	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.53%	+2.26%	-37.86%
39	NVDA	Nvidia CORP	股票-科技	0.51%	-2.64%	+29.44%
40	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.51%	—	+23.97%
41	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.51%	—	+5.94%
42	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	0.50%	—	+1.48%
43	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.49%	-1.19%	EXIT
44	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.48%	—	-54.69%
45	LMBS	First Trust Low Duration Opp	ETF-其他	0.48%	—	+16.17%
46	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.45%	-0.57%	EXIT
47	VBK	Vanguard Small-cap Grwth ETF	ETF-其他	0.45%	—	+467.45%
48	VGSH	Vanguard Short-term Treasury	ETF-政府公债	0.44%	—	-64.90%
49	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	0.42%	—	-23.72%
50	V	Visa Inc-class A Shares	股票-金融	0.41%	—	+7.68%

1–50 of 200

本季持股变动

Financial Advocates Investment Management 于截至 Q4 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	XLY	Ss Consumer Disc Select Sect	+1.1%	+1297.62%	加仓
2	XLI	Ss Industrial Select Sector	+0.8%	+706.76%	加仓
3	VBK	Vanguard Small-cap Grwth ETF	+0.4%	+467.45%	加仓
4	RWR	Ss Spdr Dow Jones Reit ETF	+0.3%	+2840.89%	加仓
5	IEFA	Ishares Core Msci Eafe ETF	+0.3%	+2.88%	加仓
6	XLF	Ss Financial Select Sector	+0.3%	+72.43%	加仓
7	TSLA	Tesla INC	+0.3%	+8.06%	加仓
8	EFA	Ishares Msci Eafe ETF	+0.3%	+407.68%	加仓
9	MTUM	Ishares Msci USA Momentum Fa	+0.2%	+155.96%	加仓
10	XLV	Ss Health Care Select Sector	+0.2%	+57.20%	加仓
11	SKYY	First Trust Cloud Computing	+0.2%	+216.35%	加仓
12	DGRO	Ishares Core Dividend Growth	+0.2%	+179.98%	加仓
13	AAPL	Apple INC	+0.2%	+13.96%	加仓
14	SLY	Spdr S&p 600 Small Cap ETF	+0.2%	+171.12%	加仓
15	FDN	First Trust Dj Internet Ind	+0.2%	+48.36%	加仓
16	BIV	Vanguard Intermediate-term B	+0.1%	+70.04%	加仓
17	VLUE	Ishares Msci USA Value Facto	+0.1%	+184.45%	加仓
18	NKE	Nike INC -cl B	+0.1%	+43.76%	加仓
19	XHE	Ss Spdr S&p Hc Equip ETF	+0.1%	+552.63%	加仓
20	DIS	Walt Disney Co/the	+0.1%	+5.53%	加仓
21	SLV	Ishares Silver Trust	+0.1%	+15.03%	加仓
22	BA	Boeing Co/the	+0.1%	+4.48%	加仓
23	AMZN	Amazon.com INC	0%	+22.85%	加仓
24	VUG	Vanguard Growth ETF	-0.1%	+7.82%	加仓
25	QQQ	Invesco Qqq Trust Series 1	-0.1%	+2.64%	加仓
26	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	+2.21%	加仓
27	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.2%	+2.97%	加仓
28	MSFT	Microsoft CORP	-0.3%	+5.73%	加仓
29	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.3%	-37.03%	减仓
30	IVV	Ishares Core S&p 500 ETF	-0.4%	-37.86%	减仓
31	UNGUSD	US Natural Gas Fund LP	-0.5%	-97.35%	减仓
32	XLP	Ss Consumer Staples Sel Sect	-0.6%	-54.69%	减仓
33	VGSH	Vanguard Short-term Treasury	-1.1%	-64.90%	减仓
34	SCHO	Schwab Short-term US Treas	-1.3%	-87.71%	减仓
35	SCHZ	Schwab US Aggregate Bond ETF	—	EXIT	清仓
36	SPIP	Ss Spdr P Tips ETF	—	NEW	新建仓
37	XLRE	Ss Real Estate Select Sector	—	NEW	新建仓
38	SPMB	Ss Spdr P Mort Back Bond ETF	—	NEW	新建仓
39	ISCG	Ishares Morningstar Small-ca	—	NEW	新建仓
40	ITB	Ishares U.s. Home Constructi	—	NEW	新建仓
41	GCC	Wisdomtree Enhanced Commodit	—	NEW	新建仓
42	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	—	NEW	新建仓
43	PAVE	Global X US Infrastructure	—	NEW	新建仓
44	FEMS	First Trust Emerging Markets	—	NEW	新建仓
45	✓	Wisdomtree	—	EXIT	清仓
46	MOAT	Vaneck Morningstar Wide Moat	—	NEW	新建仓
47	IVOL	Quadratic Int Rte Vol Infl H	—	NEW	新建仓
48	SPBO	Ss Spdr P CORP Bond ETF	—	NEW	新建仓
49	PDP	Invesco Dorsey Wright Moment	—	NEW	新建仓
50	QEFA	Stsr Spd Msc Eaf Stgfs-us In	—	EXIT	清仓