Clear Perspective Advisors, LLC — Q1 2020 13F 持股

Name: Clear Perspective Advisors, LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001704677

申報總市值

US$3.3億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	12.93%	—	+65.55%
2	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	8.23%	—	+5.28%
3	SCHD	Schwab US Dvd Equity ETF	ETF-其他	7.50%	—	+290.98%
4	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	6.33%	—	—
5	VGIT	Vanguard Intermediate-term T	ETF-其他	4.88%	—	+111.18%
6	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	4.40%	—	-2.95%
7	AAPL	Apple INC	股票-科技	3.29%	—	-7.06%
8	MSFT	Microsoft CORP	股票-科技	2.47%	—	-6.33%
9	GOOG	Alphabet Inc-cl C	股票-通訊服務	1.84%	—	+0.25%
10	AMZN	Amazon.com INC	股票-循環性消費	1.81%	—	+5.62%
11	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.75%	—	-8.45%
12	BND	Vanguard Total Bond Market	ETF-其他	1.73%	—	-12.38%
13	VUG	Vanguard Growth ETF	ETF-其他	1.66%	—	+3.09%
14	MA	Mastercard INC - A	股票-金融	1.63%	—	-2.68%
15	VGSH	Vanguard Short-term Treasury	ETF-政府公債	1.61%	—	-35.38%
16	V	Visa Inc-class A Shares	股票-金融	1.59%	—	-0.92%
17	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.18%	—	-7.71%
18	META	Meta Platforms Inc-class A	股票-通訊服務	1.10%	—	+18.38%
19	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	0.98%	—	—
20	VTV	Vanguard Value ETF	ETF-其他	0.92%	—	-29.67%
21	NVDA	Nvidia CORP	股票-科技	0.91%	—	+16.57%
22	INTC	Intel CORP	股票-科技	0.90%	—	-5.01%
23	JNJ	Johnson & Johnson	股票-醫療保健	0.88%	—	-26.57%
24	STOT	Ss Dl St Dur Tr Tact ETF	ETF-其他	0.86%	—	+16.26%
25	AMGN	Amgen INC	股票-醫療保健	0.77%	—	-4.60%
26	DIS	Walt Disney Co/the	股票-通訊服務	0.74%	—	+23.10%
27	UNP	Union Pacific CORP	股票-工業	0.68%	—	-10.72%
28	VZ	Verizon Communications INC	股票-通訊服務	0.66%	—	+12.55%
29	JPM	Jpmorgan Chase & Co	股票-金融	0.65%	—	-14.78%
30	CVX	Chevron CORP	股票-能源	0.62%	—	+36.64%
31	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.61%	—	+0.64%
32	MCD	Mcdonald's CORP	股票-循環性消費	0.61%	—	+57.49%
33	T	At&t INC	股票-通訊服務	0.60%	—	+3.06%
34	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.60%	—	-4.95%
35	BKNG	Booking Holdings INC	股票-循環性消費	0.55%	—	+3.54%
36	PYPL	Paypal Holdings INC	股票-金融	0.54%	—	+5.67%
37	PG	Procter & Gamble Co/the	股票-非循環性消費	0.53%	—	-13.29%
38	PEP	Pepsico INC	股票-非循環性消費	0.51%	—	-13.06%
39	SHW	Sherwin-williams Co/the	股票-原物料	0.51%	—	-2.94%
40	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.50%	—	-3.96%
41	LOW	Lowe's Cos INC	股票-循環性消費	0.50%	—	+21.03%
42	CMCSA	Comcast Corp-class A	股票-通訊服務	0.50%	—	+3.29%
43	UTXZ	United Tech CORP	股票-其他	0.49%	—	-9.04%
44	NFLX	Netflix INC	股票-通訊服務	0.46%	—	+6.02%
45	MMM	3m Co	股票-工業	0.45%	—	+10.68%
46	NVS	Novartis Ag-sponsored Adr	股票-醫療保健	0.43%	—	-8.47%
47	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.42%	—	-15.99%
48	ORCL	Oracle CORP	股票-科技	0.41%	—	-18.20%
49	BLKCHF	Blackrock INC	股票-其他	0.41%	—	—
50	LLY	Eli Lilly & Co	股票-醫療保健	0.41%	—	-1.13%

1–50 of 111

本季持股變動

Clear Perspective Advisors, LLC 於截至 Q1 2020 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	SCHD	Schwab US Dvd Equity ETF	+5.2%	+290.98%	加碼
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	+3.9%	+65.55%	加碼
3	VGIT	Vanguard Intermediate-term T	+2.9%	+111.18%	加碼
4	AMZN	Amazon.com INC	+0.3%	+5.62%	加碼
5	NVDA	Nvidia CORP	+0.3%	+16.57%	加碼
6	VUG	Vanguard Growth ETF	-0.1%	+3.09%	加碼
7	BND	Vanguard Total Bond Market	-0.1%	-12.38%	減碼
8	GOOG	Alphabet Inc-cl C	-0.1%	+0.25%	加碼
9	AMGN	Amgen INC	-0.1%	-4.60%	減碼
10	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-4.95%	減碼
11	T	At&t INC	-0.1%	+3.06%	加碼
12	VWO	Vanguard Ftse Emerging Marke	-0.1%	-15.76%	減碼
13	V	Visa Inc-class A Shares	-0.2%	-0.92%	減碼
14	AEP	American Electric Power Company, Inc.	-0.2%	-26.03%	減碼
15	BAC	Bank Of America CORP	-0.2%	-19.50%	減碼
16	VYM	Vanguard High Dvd Yield ETF	-0.2%	-15.99%	減碼
17	BKNG	Booking Holdings INC	-0.2%	+3.54%	加碼
18	UNP	Union Pacific CORP	-0.2%	-10.72%	減碼
19	ENB	Enbridge INC	-0.3%	-22.06%	減碼
20	MA	Mastercard INC - A	-0.3%	-2.68%	減碼
21	UTXZ	United Tech CORP	-0.3%	-9.04%	減碼
22	JNJ	Johnson & Johnson	-0.4%	-26.57%	減碼
23	JPM	Jpmorgan Chase & Co	-0.4%	-14.78%	減碼
24	AAPL	Apple INC	-0.5%	-7.06%	減碼
25	WFC	Wells Fargo & Co	-0.5%	-27.78%	減碼
26	IJR	Ishares Core S&p Small-cap E	-0.6%	-7.71%	減碼
27	VGSH	Vanguard Short-term Treasury	-0.6%	-35.38%	減碼
28	VTV	Vanguard Value ETF	-0.7%	-29.67%	減碼
29	IJH	Ishares Core S&p Midcap ETF	-0.8%	-8.45%	減碼
30	BRK-B	Berkshire Hathaway Inc-cl B	-0.8%	-2.95%	減碼
31	VOO	Vanguard S&p 500 ETF	-0.8%	+5.28%	加碼
32	VB	Vanguard Small-cap ETF	-1%	-62.15%	減碼
33	SPTS	Ss Spdr P St Term Tsy ETF	—	NEW	新建倉
34	VTEB	Vanguard Tax-exempt Bond ETF	—	EXIT	清倉
35	VXUS	Vanguard Total Intl Stock	—	EXIT	清倉
36	SPSM	Ss Spdr P S&p 600 Small Cap	—	EXIT	清倉
37	SPYV	Ss Spdr P S&p 500 Value ETF	—	EXIT	清倉
38	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	清倉
39	KRE	Ss Spdr S&p Regional Bank	—	EXIT	清倉
40	BA	Boeing Co/the	—	EXIT	清倉
41	C	Citigroup INC	—	EXIT	清倉
42	XOM	Exxon Mobil CORP	—	EXIT	清倉
43	USB	US Bancorp	—	EXIT	清倉
44	VDE	Vanguard Energy ETF	—	EXIT	清倉
45	SCHW	Schwab (charles) CORP	—	EXIT	清倉
46	XLF	Ss Financial Select Sector	—	EXIT	清倉
47	BIDU	Baidu INC - Spon Adr	—	EXIT	清倉
48	IJK	Ishares S&p Mid-cap 400 Grow	—	EXIT	清倉
49	TGT	Target CORP	—	EXIT	清倉
50	TME	Tencent Music Entertainm-adr	—	NEW	新建倉