Financial Advocates Investment Management — Q3 2022 13F 持股

Name: Financial Advocates Investment Management — 13F Holdings, Q3 2022
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 748 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	3.62%	—	-18.50%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.92%	-0.75%	+31.91%
3	MSFT	Microsoft CORP	股票-科技	2.15%	+0.58%	-15.77%
4	FVD	First Trust Value Line Dvd	ETF-其他	1.61%	—	+1.54%
5	VTV	Vanguard Value ETF	ETF-其他	1.35%	—	-8.61%
6	VUG	Vanguard Growth ETF	ETF-其他	1.28%	—	-1.93%
7	FTCS	First Trust Capital Strength	ETF-其他	1.26%	—	+10.76%
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.14%	+0.36%	-11.82%
9	GLD	Spdr Gold Shares	ETF-避险与商品	1.14%	+2.93%	-42.39%
10	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.11%	-0.57%	EXIT
11	AMZN	Amazon.com INC	股票-周期性消费	1.05%	-0.80%	-13.63%
12	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.01%	-0.58%	+16.80%
13	PAYX	Paychex INC	股票-科技	0.91%	—	+958.09%
14	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.90%	—	+72.18%
15	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.86%	+0.38%	-3.67%
16	BND	Vanguard Total Bond Market	ETF-其他	0.84%	+1.28%	-5.23%
17	TSLA	Tesla INC	股票-周期性消费	0.83%	-0.35%	+340.42%
18	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.82%	-1.13%	EXIT
19	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.79%	+0.30%	-34.77%
20	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.77%	—	+20.50%
21	XLE	Ss Energy Select Sector	ETF-其他	0.74%	—	-17.07%
22	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股与成长	0.73%	—	+16.94%
23	RDVY	First Trust Rising Dividend	ETF-其他	0.72%	—	-5.21%
24	MINT	Pimco Enhanced Short Maturit	ETF-其他	0.71%	+3.39%	NEW
25	FIXD	First Trust Smith Opportunis	ETF-其他	0.71%	-0.41%	EXIT
26	DFAC	Dimensional US Core Equity 2	ETF-其他	0.70%	—	+2.18%
27	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.68%	—	+209.20%
28	UCON	First Trust Smith Unconstrai	ETF-其他	0.66%	—	+31.58%
29	DFAI	Dimensional International Co	ETF-其他	0.65%	—	+44.30%
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.65%	-0.31%	+20.28%
31	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.62%	+2.26%	-36.30%
32	COWZ	Pacer US Cash Cows 100 ETF	ETF-其他	0.60%	-0.15%	+87.06%
33	BIV	Vanguard Intermediate-term B	ETF-其他	0.55%	—	+2.36%
34	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.55%	—	+35.04%
35	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	0.53%	—	-28.77%
36	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.52%	-1.24%	EXIT
37	FXH	First Trust Health Care Alph	ETF-其他	0.52%	—	-0.37%
38	DFAS	Dimensional US Small Cap ETF	ETF-中小型股	0.51%	—	+20.34%
39	LMBS	First Trust Low Duration Opp	ETF-其他	0.51%	—	+1.26%
40	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.50%	—	-48.98%
41	NVDA	Nvidia CORP	股票-科技	0.50%	-2.64%	-6.11%
42	BUFD	Ft Vst Lad Deep Buf Etf-usdi	ETF-其他	0.49%	—	+23.86%
43	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.48%	—	+13.79%
44	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.48%	-2.03%	EXIT
45	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	0.47%	—	-1.54%
46	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.47%	+0.15%	-10.78%
47	SLV	Ishares Silver Trust	ETF-避险与商品	0.47%	—	-26.64%
48	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.46%	—	+4.00%
49	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.45%	+0.15%	+33.51%
50	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.44%	—	+0.85%

1–50 of 200