King Wealth Management Group — Q3 2018 13F 持股

Name: King Wealth Management Group — 13F Holdings, Q3 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001568235

申报总市值

US$8.0亿

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本季完整持股清单

#	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	9.29%	+0.52%	-1.03%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	8.51%	-0.05%	+5.02%
3	MDY	State Street Spdr S&p Midcap	ETF-其他	7.31%	—	-1.80%
4	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	6.43%	+0.29%	+1.25%
5	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	5.92%	-0.23%	-2.85%
6	V	Visa Inc-class A Shares	股票-金融	4.74%	-0.32%	-8.57%
7	AAPL	Apple INC	股票-科技	3.05%	-0.14%	+15.27%
8	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	3.04%	—	+0.26%
9	AMZN	Amazon.com INC	股票-周期性消费	3.01%	—	-0.46%
10	MCD	Mcdonald's CORP	股票-周期性消费	2.28%	—	+0.41%
11	BA	Boeing Co/the	股票-工业	2.23%	—	+2.57%
12	JPM	Jpmorgan Chase & Co	股票-金融	2.10%	-0.14%	+0.31%
13	LMT	Lockheed Martin CORP	股票-工业	1.98%	+0.30%	+1.82%
14	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	1.84%	—	+0.96%
15	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.78%	+0.28%	+10.39%
16	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	1.68%	—	+1.90%
17	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	1.67%	-0.09%	+11.27%
18	VRP	Invesco Variable Rate Prefer	ETF-其他	1.62%	—	+0.79%
19	GOOG	Alphabet Inc-cl C	股票-通信服务	1.48%	—	-2.05%
20	MSFT	Microsoft CORP	股票-科技	1.36%	-1.24%	+4.47%
21	CRM	Salesforce INC	股票-科技	1.35%	—	—
22	NFLX	Netflix INC	股票-通信服务	1.34%	+0.06%	—
23	ITOT	Ishares Core S&p Total U.s.	ETF-其他	1.29%	-0.04%	-0.65%
24	UNH	Unitedhealth Group INC	股票-医疗保健	1.22%	—	+5.68%
25	KRE	Ss Spdr S&p Regional Bank	ETF-其他	0.95%	—	+11.13%
26	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.87%	+0.06%	-1.83%
27	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.81%	—	-1.02%
28	CVX	Chevron CORP	股票-能源	0.79%	+0.21%	-3.70%
29	PEP	Pepsico INC	股票-非周期性消费	0.78%	+0.06%	-1.23%
30	XOM	Exxon Mobil CORP	股票-能源	0.78%	+0.22%	-0.37%
31	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.65%	—	-1.93%
32	RTN1USD	Raytheon Company	股票-其他	0.65%	—	-0.84%
33	VZ	Verizon Communications INC	股票-通信服务	0.64%	—	-3.77%
34	ED	Consolidated Edison INC	股票-公用事业	0.62%	—	+0.02%
35	JNJ	Johnson & Johnson	股票-医疗保健	0.56%	+0.09%	-5.57%
36	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.56%	-0.12%	-7.23%
37	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.54%	—	+0.40%
38	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.51%	+0.07%	+0.66%
39	BND	Vanguard Total Bond Market	ETF-其他	0.48%	—	-3.59%
40	MA	Mastercard INC - A	股票-金融	0.47%	-0.11%	+113.64%
41	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.46%	—	-13.38%
42	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.41%	—	-1.41%
43	WEN	Wendy's Co/the	股票-周期性消费	0.40%	—	+1.67%
44	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.39%	—	-0.09%
45	T	At&t INC	股票-通信服务	0.36%	—	-24.76%
46	UNP	Union Pacific CORP	股票-工业	0.34%	—	—
47	PG	Procter & Gamble Co/the	股票-非周期性消费	0.29%	—	-2.87%
48	IBB	Ishares Biotechnology ETF	ETF-科技型	0.28%	—	-1.39%
49	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	0.26%	—	-6.75%
50	MO	Altria Group INC	股票-非周期性消费	0.23%	—	-1.99%

1–50 of 130

本季持股变动

King Wealth Management Group 于截至 Q3 2018 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	+0.7%	+15.27%	加仓
2	MA	Mastercard INC - A	+0.3%	+113.64%	加仓
3	IVV	Ishares Core S&p 500 ETF	+0.2%	+5.02%	加仓
4	AMZN	Amazon.com INC	+0.2%	-0.46%	减仓
5	LMT	Lockheed Martin CORP	+0.2%	+1.82%	加仓
6	FTEC	Fidelity Msci Info Tech Indx	+0.2%	+11.27%	加仓
7	MSFT	Microsoft CORP	+0.1%	+4.47%	加仓
8	NVDA	Nvidia CORP	+0.1%	+99.11%	加仓
9	BA	Boeing Co/the	+0.1%	+2.57%	加仓
10	IJH	Ishares Core S&p Midcap ETF	+0.1%	+10.39%	加仓
11	UNH	Unitedhealth Group INC	+0.1%	+5.68%	加仓
12	MINT	Pimco Enhanced Short Maturit	0%	+27.43%	加仓
13	DIA	Ss Spdr Dow Jones Indus Avg	0%	+1.90%	加仓
14	UNP	Union Pacific CORP	0%	—	不变
15	JPM	Jpmorgan Chase & Co	0%	+0.31%	加仓
16	KRE	Ss Spdr S&p Regional Bank	0%	+11.13%	加仓
17	JNJ	Johnson & Johnson	0%	-5.57%	减仓
18	RTN1USD	Raytheon Company	0%	-0.84%	减仓
19	MCD	Mcdonald's CORP	-0.1%	+0.41%	加仓
20	ITOT	Ishares Core S&p Total U.s.	-0.1%	-0.65%	减仓
21	GOOG	Alphabet Inc-cl C	-0.1%	-2.05%	减仓
22	BABA	Alibaba Group Holding-sp Adr	-0.1%	-35.89%	减仓
23	PGX	Invesco Preferred ETF	-0.1%	-36.32%	减仓
24	IJK	Ishares S&p Mid-cap 400 Grow	-0.1%	+0.96%	加仓
25	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.1%	-13.38%	减仓
26	T	At&t INC	-0.1%	-24.76%	减仓
27	CVX	Chevron CORP	-0.1%	-3.70%	减仓
28	IJJ	Ishares S&p Mid-cap 400 Valu	-0.2%	+0.26%	加仓
29	IJR	Ishares Core S&p Small-cap E	-0.2%	+1.25%	加仓
30	INTC	Intel CORP	-0.2%	-63.24%	减仓
31	QQQ	Invesco Qqq Trust Series 1	-0.3%	-2.85%	减仓
32	V	Visa Inc-class A Shares	-0.3%	-8.57%	减仓
33	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-1.03%	减仓
34	MDY	State Street Spdr S&p Midcap	-0.6%	-1.80%	减仓
35	CRM	Salesforce INC	—	NEW	新建仓
36	NFLX	Netflix INC	—	NEW	新建仓
37	ABBV	Abbvie INC	—	EXIT	清仓
38	SPOT	Spotify Technology S.A.	—	NEW	新建仓
39	SNY	Sanofi-adr	—	NEW	新建仓
40	GS	Goldman Sachs Group INC	—	EXIT	清仓
41	COST	Costco Wholesale CORP	—	NEW	新建仓
42	MDXG	Mimedx Group INC	—	NEW	新建仓
43	BLKCHF	Blackrock INC	—	EXIT	清仓
44	✓	Andeavor Logistics LP	—	NEW	新建仓
45	TJX	Tjx Companies INC	—	NEW	新建仓
46	CSCO	Cisco Systems INC	—	NEW	新建仓
47	OEF	Ishares S&p 100 ETF	—	NEW	新建仓
48	DIS	Walt Disney Co/the	—	NEW	新建仓
49	NVROEUR	Nevro CORP	—	NEW	新建仓
50	✓	Foamix Pharmaceuticals LTD	—	NEW	新建仓