GYL Financial Synergies, LLC — Q1 2020 13F 持股

Name: GYL Financial Synergies, LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001767715

申報總市值

US$13.3億

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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	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	11.09%	—	-1.87%
2	IJH	Ishares Core S&p Midcap ETF	ETF-其他	6.57%	—	-30.77%
3	AAPL	Apple INC	股票-科技	6.28%	—	+3.48%
4	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	6.09%	—	-31.78%
5	SCHB	Schwab US Broad Market ETF	ETF-其他	5.10%	—	-1.45%
6	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	4.71%	—	+3.90%
7	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	4.61%	—	-16.34%
8	MDY	State Street Spdr S&p Midcap	ETF-其他	2.54%	—	-7.75%
9	PEP	Pepsico INC	股票-非循環性消費	2.49%	—	-2.61%
10	MSFT	Microsoft CORP	股票-科技	1.79%	—	+4.58%
11	2JE	Focus Financial Partners-a	股票-其他	1.78%	—	-1.26%
12	XLK	Ss Technology Select Sector	ETF-科技型	1.64%	—	+87.33%
13	VO	Vanguard Mid-cap ETF	ETF-其他	1.47%	—	+9.50%
14	PG	Procter & Gamble Co/the	股票-非循環性消費	1.28%	—	+5.40%
15	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.99%	—	+15.37%
16	AMZN	Amazon.com INC	股票-循環性消費	0.96%	—	+11.97%
17	IEV	Ishares Europe ETF	ETF-其他	0.92%	—	-26.97%
18	JNJ	Johnson & Johnson	股票-醫療保健	0.86%	—	+5.08%
19	RWR	Ss Spdr Dow Jones Reit ETF	ETF-其他	0.85%	—	-10.21%
20	HD	Home Depot INC	股票-循環性消費	0.80%	—	+35.44%
21	SWK	Stanley Black & Decker INC	股票-工業	0.79%	—	-1.20%
22	V	Visa Inc-class A Shares	股票-金融	0.78%	—	-12.82%
23	INTC	Intel CORP	股票-科技	0.78%	—	+2.39%
24	EFA	Ishares Msci Eafe ETF	ETF-其他	0.77%	—	-11.82%
25	NEE	Nextera Energy INC	股票-公用事業	0.76%	—	—
26	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.75%	—	+14.25%
27	META	Meta Platforms Inc-class A	股票-通訊服務	0.72%	—	-5.26%
28	JPM	Jpmorgan Chase & Co	股票-金融	0.71%	—	+0.38%
29	KO	Coca-cola Co/the	股票-非循環性消費	0.69%	—	-3.84%
30	PFE	Pfizer INC	股票-醫療保健	0.64%	—	+0.93%
31	ABBV	Abbvie INC	股票-醫療保健	0.62%	—	+0.73%
32	UTXZ	United Tech CORP	股票-其他	0.60%	—	+2.08%
33	XOM	Exxon Mobil CORP	股票-能源	0.59%	—	+5.18%
34	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.59%	—	-1.35%
35	DON	Wisdomtree US Midcap Dividen	ETF-其他	0.58%	—	+5.51%
36	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.54%	—	+2.85%
37	T	At&t INC	股票-通訊服務	0.54%	—	+19.59%
38	XLF	Ss Financial Select Sector	ETF-其他	0.52%	—	+19.03%
39	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.50%	—	+88.00%
40	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.50%	—	—
41	AIVL	Wisdomtree US Ai Enhanced Va	ETF-其他	0.49%	—	-8.87%
42	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.49%	—	+17.89%
43	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.47%	—	+14.65%
44	UNH	Unitedhealth Group INC	股票-醫療保健	0.45%	—	+15.37%
45	DEM	Wisdomtree Emerging Markets	ETF-新興市場	0.44%	—	-15.66%
46	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股與成長	0.43%	—	+0.02%
47	ADBE	Adobe INC	股票-科技	0.42%	—	-14.70%
48	XLY	Ss Consumer Disc Select Sect	ETF-其他	0.39%	—	+65.02%
49	CVX	Chevron CORP	股票-能源	0.39%	—	-10.86%
50	BNY	Bank Of New York Mellon CORP	股票-金融	0.39%	—	+10.47%

1–50 of 142

本季持股變動

GYL Financial Synergies, 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	AAPL	Apple INC	+1.4%	+3.48%	加碼
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.3%	-1.87%	減碼
3	XLK	Ss Technology Select Sector	+1%	+87.33%	加碼
4	IVV	Ishares Core S&p 500 ETF	+0.8%	+3.90%	加碼
5	SCHB	Schwab US Broad Market ETF	+0.5%	-1.45%	減碼
6	PEP	Pepsico INC	+0.5%	-2.61%	減碼
7	VO	Vanguard Mid-cap ETF	+0.2%	+9.50%	加碼
8	2JE	Focus Financial Partners-a	+0.2%	-1.26%	減碼
9	META	Meta Platforms Inc-class A	+0.1%	-5.26%	減碼
10	KO	Coca-cola Co/the	+0.1%	-3.84%	減碼
11	V	Visa Inc-class A Shares	+0.1%	-12.82%	減碼
12	SCHE	Schwab Emrg Mrkts Eqty ETF	0%	-1.35%	減碼
13	EFA	Ishares Msci Eafe ETF	0%	-11.82%	減碼
14	DON	Wisdomtree US Midcap Dividen	0%	+5.51%	加碼
15	UTXZ	United Tech CORP	0%	+2.08%	加碼
16	AIVL	Wisdomtree US Ai Enhanced Va	0%	-8.87%	減碼
17	JPM	Jpmorgan Chase & Co	-0.1%	+0.38%	加碼
18	RWR	Ss Spdr Dow Jones Reit ETF	-0.1%	-10.21%	減碼
19	VEA	Vanguard Ftse Developed ETF	-0.1%	-29.72%	減碼
20	DEM	Wisdomtree Emerging Markets	-0.1%	-15.66%	減碼
21	KMI	Kinder Morgan INC	-0.1%	-33.09%	減碼
22	CVX	Chevron CORP	-0.1%	-10.86%	減碼
23	BA	Boeing Co/the	-0.1%	-6.92%	減碼
24	SWK	Stanley Black & Decker INC	-0.1%	-1.20%	減碼
25	XOM	Exxon Mobil CORP	-0.1%	+5.18%	加碼
26	IDV	Ishares International Select	-0.1%	-26.01%	減碼
27	MDY	State Street Spdr S&p Midcap	-0.2%	-7.75%	減碼
28	DES	Wisdomtree US Smallcap Divid	-0.2%	-33.80%	減碼
29	XLV	Ss Health Care Select Sector	-0.2%	-60.42%	減碼
30	IEV	Ishares Europe ETF	-0.2%	-26.97%	減碼
31	EEM	Ishares Msci Emerging Market	-0.3%	-56.05%	減碼
32	IEFA	Ishares Core Msci Eafe ETF	-0.4%	-16.34%	減碼
33	IJH	Ishares Core S&p Midcap ETF	-2.8%	-30.77%	減碼
34	IJR	Ishares Core S&p Small-cap E	-3.2%	-31.78%	減碼
35	INSTEUR	Instructure INC	—	EXIT	清倉
36	IWS	Ishares Russell Mid-cap Valu	—	EXIT	清倉
37	NEE	Nextera Energy INC	—	NEW	新建倉
38	IJK	Ishares S&p Mid-cap 400 Grow	—	EXIT	清倉
39	FITB	Fifth Third Bancorp	—	EXIT	清倉
40	HYMB	Ss Spdr N Ice Hy Muni ETF	—	EXIT	清倉
41	COP	Conocophillips	—	EXIT	清倉
42	XLE	Ss Energy Select Sector	—	NEW	新建倉
43	HAP	Vaneck Natural Resources ETF	—	EXIT	清倉
44	IWO	Ishares Russell 2000 Growth	—	EXIT	清倉
45	ISRG	Intuitive Surgical INC	—	NEW	新建倉
46	USB	US Bancorp	—	EXIT	清倉
47	TJX	Tjx Companies INC	—	NEW	新建倉
48	CCL1EUR	Carnival CORP LTD	—	EXIT	清倉
49	AN	Autonation INC	—	EXIT	清倉
50	XLC	Ss Comm Select Sector Spdr	—	NEW	新建倉