HF
Huber Financial Advisors, LLC
趋势追踪型行业集中型长期持有型
申报总市值
US$2.7亿
申报季度: 2020-03-31 · 持股只数: 114
Huber Financial Advisors, LLC在最新一期 13F 报告中披露了 114 项持股，申报期为 2020-03-31，总持股市值约为 US$2.7亿，季度换手率为 17.7%。
机构性格雪花图
- 集中度
- 35.48
- 持仓稳定性
- 17.7
- 动能／逆势
- 100
- 行业集中度
- 86.71
- 多样化
- 100
- 仓位均衡度
- 70.12
近期动向
加仓 BNDX
+2.3% US$79.2万
加仓 VLUE
+179.4% US$345.4万
减仓 EMLP
+7.1% -US$463.2万
减仓 VEA
-22.4% -US$374.0万
加仓 SCHF
+97.0% US$229.7万
加仓 FNDA
+228.6% US$217.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 111 大持股（共 114 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 17.33% | +1.54% | +2.32% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 15.76% | -0.41% | +12.57% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 15.66% | +0.33% | +11.62% | |
| 4 | EMLP | First Trust North American E | ETF-其他 | 5.14% | -1.23% | +7.13% | |
| 5 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 4.66% | -0.63% | +40.68% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.64% | +1.39% | +179.38% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.53% | +0.98% | +97.05% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.19% | +0.57% | +44.43% | |
| 9 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 2.14% | — | +0.17% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.99% | -1.16% | -22.38% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.63% | +0.59% | +111.26% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.55% | +0.87% | +228.57% | |
| 13 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 1.38% | — | +28.58% | |
| 14 | LFUS | Littelfuse INC | 股票-科技 | 1.03% | -0.34% | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | — | -5.12% | |
| 16 | INTF | Ishares International Equity | ETF-其他 | 0.93% | — | +39.90% | |
| 17 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.92% | — | — | |
| 18 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.84% | — | +0.04% | |
| 19 | REET | Ishares Global Reit ETF | ETF-其他 | 0.75% | +0.13% | +61.52% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.70% | — | -5.56% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | -0.17% | -9.01% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | — | +26.22% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.55% | — | +30.33% | |
| 24 | AON | Aon plc | 股票-金融 | 0.52% | -0.09% | — | |
| 25 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.52% | -0.04% | +0.01% | |
| 26 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 0.46% | — | -12.94% | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.46% | — | +1.22% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.44% | — | +9.06% | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 0.41% | -0.04% | +0.35% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.39% | -0.17% | -14.31% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.38% | — | -4.52% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.38% | -0.05% | +3.00% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.37% | -0.06% | +5.18% | |
| 34 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.37% | -0.27% | -23.94% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | +14.10% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.35% | +0.25% | +406.20% | |
| 37 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.35% | — | -7.45% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.34% | -0.04% | -0.38% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.34% | — | -5.11% | |
| 40 | SCL | Stepan Co | 股票-其他 | 0.34% | — | — | |
| 41 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.33% | +0.33% | NEW | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.31% | — | -18.30% | |
| 43 | ESI | Element Solutions INC | 股票-原材料 | 0.30% | -0.09% | — | |
| 44 | ALL | Allstate CORP | 股票-金融 | 0.30% | — | +48.18% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.29% | -0.06% | +1.12% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.27% | -0.07% | -0.57% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | +7.78% | |
| 48 | BOX | Box INC - Class A | 股票-科技 | 0.25% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.25% | — | +6.84% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.25% | — | -15.07% |
1–50 of 111
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2020-03-31 | 114 | US$2.7亿 | 18 | |
| 2019-12-31 | 123 | US$2.9亿 | 15 | |
| 2019-09-30 | 120 | US$2.6亿 | 14 | |
| 2019-06-30 | 122 | US$2.3亿 | 17 | |
| 2019-03-31 | 119 | US$2.0亿 | 27 | |
| 2018-12-31 | 98 | US$1.8亿 | 48 | |
| 2018-09-30 | 103 | US$1.3亿 | 20 | |
| 2018-06-30 | 97 | US$1.1亿 | 14 | |
| 2018-03-31 | 92 | US$1.0亿 | 21 | |
| 2017-12-31 | 79 | US$9078.5万 | 0 |
本季持股变动
Huber Financial Advisors, LLC 在 2020-03-31 最显著的持仓异动： 新建仓: Wisdomtree Intl S/c Dvd Fund (DLS); 清仓: Vanguard Glbl Ex-us Real Est (VNQI); 清仓: Cimpress plc (CMPR); 清仓: Bank Of America CORP (BAC); 清仓: Wells Fargo & Co (WFC).
FAQ
Huber Financial Advisors, LLC 是什么机构？属于哪种投资人类型？
Huber Financial Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2020-03-31），该机构追踪的股票投资组合估值约为 US$2.7亿，分布在 114 个已申报仓位之中。
Huber Financial Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Huber Financial Advisors, LLC 按市值排列的前几大持股为：
1. Vanguard Total Intl Bond ETF (BNDX) — US$4627.2万 (17.3%)
2. Wisdomtree U.s. Quality Divi (DGRW) — US$4207.5万 (15.8%)
3. Ishares Msci USA Momentum Fa (MTUM) — US$4179.5万 (15.7%)
4. First Trust North American E (EMLP) — US$1372.4万 (5.1%)
5. Wisdomtree US Smallcap Fund (EES) — US$1245.4万 (4.7%)
Huber Financial Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Huber Financial Advisors, LLC 共进行了 47 项显著调整：新建仓 3 个仓位、加仓 18 个既有持股、减仓 14 个仓位，并完全清仓 12 个持股。 其中幅度最大的异动：新建仓: Wisdomtree Intl S/c Dvd Fund (DLS); 清仓: Vanguard Glbl Ex-us Real Est (VNQI); 清仓: Cimpress plc (CMPR); 清仓: Bank Of America CORP (BAC); 清仓: Wells Fargo & Co (WFC)
Huber Financial Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Huber Financial Advisors, LLC 的主要板块分布如下：
• Information Technology: 46.0%
• Health Care: 24.2%
• Communication Services: 10.0%
• Financials: 5.6%
• Industrials: 5.5%
• Consumer Staples: 4.7%