Kingsview Wealth Management, LLC — Q2 2018 13F 持股

Name: Kingsview Wealth Management, LLC — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001791965

申报总市值

US$73.3亿

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本季完整持股清单

仅显示前 200 大持股（共 318 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHG	Schwab US Large-cap Growth	ETF-其他	2.93%	—	+66.36%
2	HD	Home Depot INC	股票-周期性消费	2.76%	—	+2.51%
3	AIT	Applied Industrial Tech INC	股票-工业	2.51%	—	—
4	MSFT	Microsoft CORP	股票-科技	1.89%	-0.34%	+1.31%
5	JPM	Jpmorgan Chase & Co	股票-金融	1.63%	—	-8.82%
6	AAPL	Apple INC	股票-科技	1.60%	—	+10.87%
7	AMZN	Amazon.com INC	股票-周期性消费	1.40%	—	-14.21%
8	XLK	Ss Technology Select Sector	ETF-科技型	1.27%	+0.08%	-14.94%
9	JNJ	Johnson & Johnson	股票-医疗保健	1.21%	—	-0.85%
10	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.11%	—	—
11	IFLN	Invesco Bloomberg Enhanced F	ETF-其他	1.10%	—	—
12	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-投资级公司债	1.08%	—	+14.50%
13	XOPUSD	Spdr S&p Oil & Gas Exp & Pr	ETF-其他	1.07%	—	—
14	NEE	Nextera Energy INC	股票-公用事业	1.07%	—	—
15	VCR	Vanguard Consumer Discre ETF	ETF-其他	1.05%	—	-16.48%
16	IHF	Ishares U.s. Healthcare Prov	ETF-其他	1.02%	—	—
17	XLRE	Ss Real Estate Select Sector	ETF-其他	1.01%	-0.46%	—
18	IQDF	Flexshares-int Qual Dvd Inde	ETF-其他	0.99%	—	-1.75%
19	CVX	Chevron CORP	股票-能源	0.98%	+0.14%	+12.24%
20	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.95%	+0.19%	+6.80%
21	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.94%	—	+5.07%
22	ABBV	Abbvie INC	股票-医疗保健	0.93%	—	-1.53%
23	CSCO	Cisco Systems INC	股票-科技	0.93%	—	+10.15%
24	BLKCHF	Blackrock INC	股票-其他	0.89%	—	-0.11%
25	PAYX	Paychex INC	股票-科技	0.87%	—	-0.85%
26	BKLN	Invesco Senior Loan ETF	ETF-其他	0.86%	—	—
27	TXN	Texas Instruments INC	股票-科技	0.83%	-0.57%	-8.84%
28	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.80%	—	—
29	META	Meta Platforms Inc-class A	股票-通信服务	0.79%	—	-2.06%
30	BBTUSD	Bb&t CORP	股票-其他	0.79%	—	-0.12%
31	MCHP	Microchip Technology INC	股票-科技	0.79%	—	-1.00%
32	ADI	Analog Devices INC	股票-科技	0.78%	—	-0.13%
33	PEP	Pepsico INC	股票-非周期性消费	0.78%	—	+0.38%
34	RPM	Rpm International INC	股票-原材料	0.74%	—	+6.72%
35	FXL	First Trust Technology Alpha	ETF-科技型	0.74%	—	+5.85%
36	FDN	First Trust Dj Internet Ind	ETF-其他	0.74%	—	+287.60%
37	MRK	Merck & Co. INC.	股票-医疗保健	0.73%	—	+2.81%
38	WEC	Wec Energy Group INC	股票-公用事业	0.72%	—	+0.43%
39	ABT	Abbott Laboratories	股票-医疗保健	0.71%	—	+1.65%
40	ES	Eversource Energy	股票-公用事业	0.70%	—	—
41	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.69%	—	+1.09%
42	T	At&t INC	股票-通信服务	0.69%	—	-0.02%
43	LMT	Lockheed Martin CORP	股票-工业	0.66%	—	+43.68%
44	MDT	Medtronic plc	股票-医疗保健	0.65%	—	+4.61%
45	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.65%	+0.10%	-9.47%
46	SCHO	Schwab Short-term US Treas	ETF-其他	0.64%	—	+109.13%
47	PSX	Phillips 66	股票-能源	0.62%	—	+0.17%
48	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.60%	—	+27.23%
49	✓	Absolute Shs Tr	股票-其他	0.59%	—	+157.43%
50	CCI	Crown Castle INC	股票-房地产	0.58%	—	—

1–50 of 200

本季持股变动

Kingsview Wealth Management, LLC 于截至 Q2 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	SCHG	Schwab US Large-cap Growth	+1.2%	+66.36%	加仓
2	FDN	First Trust Dj Internet Ind	+0.6%	+287.60%	加仓
3	✓	Absolute Shs Tr	+0.4%	+157.43%	加仓
4	SCHO	Schwab Short-term US Treas	+0.3%	+109.13%	加仓
5	AMZN	Amazon.com INC	+0.3%	-14.21%	减仓
6	HD	Home Depot INC	+0.2%	+2.51%	加仓
7	AAPL	Apple INC	+0.2%	+10.87%	加仓
8	AMGN	Amgen INC	+0.2%	+97.95%	加仓
9	META	Meta Platforms Inc-class A	+0.2%	-2.06%	减仓
10	BAC	Bank Of America CORP	+0.2%	+82.79%	加仓
11	CVX	Chevron CORP	+0.2%	+12.24%	加仓
12	RPM	Rpm International INC	+0.2%	+6.72%	加仓
13	NFLX	Netflix INC	+0.2%	+45.44%	加仓
14	FBT	First Trust Nyse Arca Biotec	+0.1%	+29.68%	加仓
15	MSFT	Microsoft CORP	+0.1%	+1.31%	加仓
16	FEP	First Trust Europe	-0.2%	-62.54%	减仓
17	BOTZ	Global X Robotics & Artifici	-0.2%	-80.21%	减仓
18	FYC	First Trust Small Cap Growth	-0.6%	-85.70%	减仓
19	XLB	Ss Materials Select Sector	-1.1%	-95.49%	减仓
20	SCHD	Schwab U.S. Dividend Equity ETF	—	EXIT	清仓
21	XLV	Ss Health Care Select Sector	—	EXIT	清仓
22	VFH	Vanguard Financials ETF	—	EXIT	清仓
23	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建仓
24	IFLN	Invesco Bloomberg Enhanced F	—	NEW	新建仓
25	XOPUSD	Spdr S&p Oil & Gas Exp & Pr	—	NEW	新建仓
26	IHF	Ishares U.s. Healthcare Prov	—	NEW	新建仓
27	XLRE	Ss Real Estate Select Sector	—	NEW	新建仓
28	✓	Powershares Qqq Trust Ser 1	—	EXIT	清仓
29	✓	Powershares Global ETF Trust	—	EXIT	清仓
30	BKLN	Invesco Senior Loan ETF	—	NEW	新建仓
31	✓	Powershares	—	EXIT	清仓
32	RSP	Invesco S&p 500 Equal Weight	—	NEW	新建仓
33	PBP	Invesco S&p 500 Buywrite ETF	—	NEW	新建仓
34	PBPUSD	Invesco S&p 500 Buywrite ETF	—	EXIT	清仓
35	WBA	Walgreens Boots Alliance INC	—	EXIT	清仓
36	PGHY	Invesco Global Ex US High Yi	—	NEW	新建仓
37	GUNR	Flexshares Global Upstream N	—	NEW	新建仓
38	RPG	Invesco S&p 500 Pure Growth	—	NEW	新建仓
39	✓	Guggenheim S&p 500 Pure Growth	—	EXIT	清仓
40	✓	Rydex ETF Trust	—	EXIT	清仓
41	RPV	Invesco S&p 500 Pure Value E	—	NEW	新建仓
42	RFG	Invesco S&p Midcap 400 Pure	—	NEW	新建仓
43	✓	Powershares ETF Trust Ii	—	EXIT	清仓
44	RFV	Invesco S&p Midcap 400 Pure	—	NEW	新建仓
45	✓	Rydex ETF Trust	—	EXIT	清仓
46	✓	Rydex ETF Trust Gug	—	EXIT	清仓
47	BWX	State Street Spdr Bloomberg	—	NEW	新建仓
48	RSPT	Invesco S&p 500 Equal Weight	—	EXIT	清仓
49	FTSL	First Trust Senior Loan ETF	—	NEW	新建仓
50	AXP	American Express Co	—	EXIT	清仓