Keystone Financial Group — Q2 2020 13F 持股

Name: Keystone Financial Group — 13F Holdings, Q2 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729299

申报总市值

US$14.6亿

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本季完整持股清单

仅显示前 200 大持股（共 226 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	11.62%	-0.55%	+12.52%
2	AAPL	Apple INC	股票-科技	6.95%	-0.85%	+0.66%
3	CFO	Victoryshares US 500 Enhance	ETF-其他	3.83%	—	+0.25%
4	ITOT	Ishares Core S&p Total U.s.	ETF-其他	2.98%	—	+30.53%
5	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	2.54%	—	+5.69%
6	MSFT	Microsoft CORP	股票-科技	2.40%	-0.45%	+4.65%
7	VTV	Vanguard Value ETF	ETF-其他	2.04%	—	-10.53%
8	AMZN	Amazon.com INC	股票-周期性消费	1.97%	-0.02%	+35.73%
9	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.94%	—	+5.89%
10	CDC	Victoryshares US Eq Income E	ETF-其他	1.80%	—	+2.78%
11	PFF	Ishares Preferred & Income S	ETF-其他	1.74%	—	+333.19%
12	ACWV	Ishares Msci Global Min Vol	ETF-其他	1.48%	—	-0.60%
13	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.23%	—	—
14	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	1.23%	—	+45.79%
15	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.21%	—	+2.69%
16	INTC	Intel CORP	股票-科技	1.14%	—	+2.59%
17	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.13%	-0.29%	+15.89%
18	FTSM	First Trust Enh Short Mat Fd	ETF-其他	1.10%	—	-31.25%
19	FTCS	First Trust Capital Strength	ETF-其他	1.09%	—	+46.51%
20	JNJ	Johnson & Johnson	股票-医疗保健	1.07%	+0.05%	+5.03%
21	TSLA	Tesla INC	股票-周期性消费	1.07%	-0.58%	+16.72%
22	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.99%	+0.06%	+35.98%
23	T	At&t INC	股票-通信服务	0.92%	—	+13.50%
24	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.91%	—	+39.17%
25	META	Meta Platforms Inc-class A	股票-通信服务	0.91%	-0.21%	+5.22%
26	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.89%	—	+25.39%
27	PG	Procter & Gamble Co/the	股票-非周期性消费	0.88%	—	+4.58%
28	WFC 7.5 PERP L	Wells Fargo & Company	股票-金融	0.88%	—	+0.53%
29	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.73%	—	-21.31%
30	GOOG	Alphabet Inc-cl C	股票-通信服务	0.73%	—	-3.27%
31	IP	International Paper Co	股票-周期性消费	0.73%	—	+0.87%
32	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.68%	—	+582.82%
33	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股与成长	0.66%	—	-2.76%
34	HD	Home Depot INC	股票-周期性消费	0.65%	—	+9.51%
35	XOM	Exxon Mobil CORP	股票-能源	0.62%	+0.15%	+17.41%
36	FDL	First Trust Morn Dvd Lead In	ETF-其他	0.59%	—	-2.71%
37	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.58%	—	-9.07%
38	PEP	Pepsico INC	股票-非周期性消费	0.57%	—	+0.16%
39	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.57%	—	-35.88%
40	FVD	First Trust Value Line Dvd	ETF-其他	0.56%	—	+12.61%
41	MDY	State Street Spdr S&p Midcap	ETF-其他	0.56%	—	-18.16%
42	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.56%	—	+1.71%
43	ABT	Abbott Laboratories	股票-医疗保健	0.55%	-0.11%	-0.57%
44	BND	Vanguard Total Bond Market	ETF-其他	0.53%	—	+45.01%
45	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.52%	+0.03%	+38.07%
46	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.51%	—	—
47	IDV	Ishares International Select	ETF-其他	0.51%	—	-18.10%
48	JPM	Jpmorgan Chase & Co	股票-金融	0.51%	—	+12.83%
49	IXN	Ishares Global Tech ETF	ETF-科技型	0.50%	—	-37.59%
50	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.50%	—	+22.74%

1–50 of 200

本季持股变动

Keystone Financial Group 于截至 Q2 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	AAPL	Apple INC	+1.5%	+0.66%	加仓
2	PFF	Ishares Preferred & Income S	+1.3%	+333.19%	加仓
3	AMZN	Amazon.com INC	+1%	+35.73%	加仓
4	SPY	Ss Spdr S&p 500 ETF Trust-us	+1%	+12.52%	加仓
5	TSLA	Tesla INC	+0.7%	+16.72%	加仓
6	MSFT	Microsoft CORP	+0.6%	+4.65%	加仓
7	ITOT	Ishares Core S&p Total U.s.	+0.6%	+30.53%	加仓
8	FV	First Trust Dw Focus 5 Fund	+0.6%	+582.82%	加仓
9	TOTL	Ss Doubleline Tr Tact ETF	+0.4%	+45.79%	加仓
10	SCHG	Schwab US Large-cap Growth	+0.4%	+343.28%	加仓
11	FTCS	First Trust Capital Strength	+0.3%	+46.51%	加仓
12	VSDA	Victoryshares Dividend Accel	+0.3%	+374.25%	加仓
13	IVV	Ishares Core S&p 500 ETF	+0.2%	+35.98%	加仓
14	QUAL	Ishares Msci USA Quality Fac	+0.2%	+39.17%	加仓
15	VYM	Vanguard High Dvd Yield ETF	+0.2%	+161.62%	加仓
16	QQQ	Invesco Qqq Trust Series 1	+0.2%	+38.07%	加仓
17	BND	Vanguard Total Bond Market	+0.2%	+45.01%	加仓
18	NVDA	Nvidia CORP	+0.2%	+20.38%	加仓
19	ACWV	Ishares Msci Global Min Vol	-0.1%	-0.60%	减仓
20	PDP	Invesco Dorsey Wright Moment	-0.2%	-45.55%	减仓
21	JPM	Jpmorgan Chase & Co	-0.2%	+12.83%	加仓
22	IJR	Ishares Core S&p Small-cap E	-0.2%	-11.77%	减仓
23	XLF	Ss Financial Select Sector	-0.2%	-12.40%	减仓
24	HDV	Ishares Core High Dividend E	-0.2%	-15.28%	减仓
25	FDL	First Trust Morn Dvd Lead In	-0.2%	-2.71%	减仓
26	XOM	Exxon Mobil CORP	-0.2%	+17.41%	加仓
27	IXN	Ishares Global Tech ETF	-0.2%	-37.59%	减仓
28	IP	International Paper Co	-0.2%	+0.87%	加仓
29	RODM	Hartford Multifact Dev Mrkt	-0.2%	-54.25%	减仓
30	MDY	State Street Spdr S&p Midcap	-0.2%	-18.16%	减仓
31	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	+2.69%	加仓
32	DIA	Ss Spdr Dow Jones Indus Avg	-0.3%	-21.31%	减仓
33	IDV	Ishares International Select	-0.3%	-18.10%	减仓
34	BRK-A	Berkshire Hathaway Inc-cl A	-0.3%	—	不变
35	RSP	Invesco S&p 500 Equal Weight	-0.4%	-35.88%	减仓
36	FTSM	First Trust Enh Short Mat Fd	-0.5%	-31.25%	减仓
37	VTV	Vanguard Value ETF	-0.7%	-10.53%	减仓
38	FVC	First Trust Dorsey Wright Dy	-0.8%	-66.19%	减仓
39	LDSF	First Tr Low Duration St-etf	—	EXIT	清仓
40	NEAR	Ishares Sh Dba ETF Usd INC	—	EXIT	清仓
41	FSICUSD	Fs Kkr Capital CORP	—	EXIT	清仓
42	SPYG	Ss Spdr P S&p 500 Growth ETF	—	NEW	新建仓
43	FDT	First Trust Develp Mkt Ex-us	—	EXIT	清仓
44	FSK	Fs Kkr Capital CORP	—	NEW	新建仓
45	SH1USD	Proshares Short S&p500	—	NEW	新建仓
46	CSB	Victoryshares US Small Cap H	—	EXIT	清仓
47	ICSH	Ishares Ultra Short Duration	—	NEW	新建仓
48	✓	Victory Portfolios Ii	—	EXIT	清仓
49	GOVT	Ishares US Treasury Bond ETF	—	NEW	新建仓
50	DON	Wisdomtree US Midcap Dividen	—	EXIT	清仓