GYL Financial Synergies, LLC — Q2 2021 13F 持股

Name: GYL Financial Synergies, LLC — 13F Holdings, Q2 2021
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	AAPL	Apple INC	股票-科技	7.89%	—	-8.28%
2	SCHB	Schwab US Broad Market ETF	ETF-其他	6.65%	—	-2.19%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	6.59%	—	-2.45%
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	3.80%	—	-0.06%
5	MSFT	Microsoft CORP	股票-科技	2.78%	—	-1.10%
6	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.69%	—	+1.66%
7	PEP	Pepsico INC	股票-非循環性消費	2.47%	—	-0.53%
8	VO	Vanguard Mid-cap ETF	ETF-其他	2.21%	—	+0.14%
9	XLK	Ss Technology Select Sector	ETF-科技型	2.08%	—	+24.23%
10	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.75%	—	-2.32%
11	JPM	Jpmorgan Chase & Co	股票-金融	1.44%	—	+0.11%
12	AMZN	Amazon.com INC	股票-循環性消費	1.40%	—	-1.13%
13	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.38%	—	-2.94%
14	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.38%	—	-2.95%
15	2JE	Focus Financial Partners-a	股票-其他	1.29%	—	—
16	PG	Procter & Gamble Co/the	股票-非循環性消費	1.29%	—	-0.51%
17	SWK	Stanley Black & Decker INC	股票-工業	1.20%	—	+0.15%
18	META	Meta Platforms Inc-class A	股票-通訊服務	1.06%	—	+3.13%
19	HD	Home Depot INC	股票-循環性消費	1.05%	—	+0.31%
20	KO	Coca-cola Co/the	股票-非循環性消費	0.95%	—	+0.81%
21	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.90%	—	-1.21%
22	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.86%	—	+0.88%
23	XOM	Exxon Mobil CORP	股票-能源	0.85%	—	-1.77%
24	ABBV	Abbvie INC	股票-醫療保健	0.74%	—	+11.43%
25	V	Visa Inc-class A Shares	股票-金融	0.71%	—	+1.30%
26	NEE	Nextera Energy INC	股票-公用事業	0.70%	—	+0.25%
27	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.69%	—	—
28	JNJ	Johnson & Johnson	股票-醫療保健	0.68%	—	-31.08%
29	XLE	Ss Energy Select Sector	ETF-其他	0.67%	—	+2.56%
30	UNP	Union Pacific CORP	股票-工業	0.65%	—	+3.54%
31	VZ	Verizon Communications INC	股票-通訊服務	0.64%	—	-9.67%
32	INTC	Intel CORP	股票-科技	0.61%	—	+4.89%
33	VOOG	Vanguard S&p 500 Growth ETF	ETF-大型股與成長	0.60%	—	—
34	XLY	Ss Consumer Disc Select Sect	ETF-其他	0.59%	—	+2.21%
35	DON	Wisdomtree US Midcap Dividen	ETF-其他	0.59%	—	—
36	CMCSA	Comcast Corp-class A	股票-通訊服務	0.57%	—	+1.48%
37	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.56%	—	+7.19%
38	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.56%	—	+0.17%
39	UNH	Unitedhealth Group INC	股票-醫療保健	0.53%	—	+3.04%
40	UPS	United Parcel Service-cl B	股票-工業	0.53%	—	+0.22%
41	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.52%	—	+0.91%
42	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.52%	—	+3.40%
43	QCOM	Qualcomm INC	股票-科技	0.51%	—	+2.60%
44	MRK	Merck & Co. INC.	股票-醫療保健	0.50%	—	+13.59%
45	CVS	Cvs Health CORP	股票-醫療保健	0.50%	—	+0.96%
46	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.48%	—	—
47	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.47%	—	+4.31%
48	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-大型股與成長	0.47%	—	-6.47%
49	NVDA	Nvidia CORP	股票-科技	0.47%	—	+0.36%
50	DIS	Walt Disney Co/the	股票-通訊服務	0.46%	—	+0.53%

1–50 of 183

本季持股變動

GYL Financial Synergies, LLC 於截至 Q2 2021 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	—	EXIT	清倉
2	SCHB	Schwab US Broad Market ETF	—	EXIT	清倉
3	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
4	IVV	Ishares Core S&p 500 ETF	—	EXIT	清倉
5	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清倉
6	MSFT	Microsoft CORP	—	EXIT	清倉
7	PEP	Pepsico INC	—	EXIT	清倉
8	VO	Vanguard Mid-cap ETF	—	EXIT	清倉
9	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清倉
10	XLK	Ss Technology Select Sector	—	EXIT	清倉
11	JPM	Jpmorgan Chase & Co	—	EXIT	清倉
12	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
13	PG	Procter & Gamble Co/the	—	EXIT	清倉
14	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清倉
15	AMZN	Amazon.com INC	—	EXIT	清倉
16	SWK	Stanley Black & Decker INC	—	EXIT	清倉
17	2JE	Focus Financial Partners-a	—	EXIT	清倉
18	HD	Home Depot INC	—	EXIT	清倉
19	JNJ	Johnson & Johnson	—	EXIT	清倉
20	KO	Coca-cola Co/the	—	EXIT	清倉
21	SCHE	Schwab Emrg Mrkts Eqty ETF	—	EXIT	清倉
22	META	Meta Platforms Inc-class A	—	EXIT	清倉
23	XOM	Exxon Mobil CORP	—	EXIT	清倉
24	VZ	Verizon Communications INC	—	EXIT	清倉
25	GOOGL	Alphabet Inc-cl A	—	EXIT	清倉
26	NEE	Nextera Energy INC	—	EXIT	清倉
27	INTC	Intel CORP	—	EXIT	清倉
28	ABBV	Abbvie INC	—	EXIT	清倉
29	V	Visa Inc-class A Shares	—	EXIT	清倉
30	UNP	Union Pacific CORP	—	EXIT	清倉
31	XLE	Ss Energy Select Sector	—	EXIT	清倉
32	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
33	DON	Wisdomtree US Midcap Dividen	—	EXIT	清倉
34	XLY	Ss Consumer Disc Select Sect	—	EXIT	清倉
35	VOOG	Vanguard S&p 500 Growth ETF	—	EXIT	清倉
36	CMCSA	Comcast Corp-class A	—	EXIT	清倉
37	RSP	Invesco S&p 500 Equal Weight	—	EXIT	清倉
38	CSCO	Cisco Systems INC	—	EXIT	清倉
39	IWM	Ishares Russell 2000 ETF	—	EXIT	清倉
40	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
41	DIS	Walt Disney Co/the	—	EXIT	清倉
42	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清倉
43	UNH	Unitedhealth Group INC	—	EXIT	清倉
44	SPYX	Ss Spdr S&p 500 Foss Fl ETF	—	EXIT	清倉
45	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清倉
46	QCOM	Qualcomm INC	—	EXIT	清倉
47	CVS	Cvs Health CORP	—	EXIT	清倉
48	SPLV	Invesco S&p 500 Low Volatili	—	EXIT	清倉
49	MRK	Merck & Co. INC.	—	EXIT	清倉
50	TXN	Texas Instruments INC	—	EXIT	清倉