Hoover Financial Advisors, Inc. — 2020-12-31 13F 持股

Name: Hoover Financial Advisors, Inc. — 13F Holdings, 2020-12-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001766786

申報總市值

US$5.6億

← 回到最新季度

本季完整持股清單

僅顯示前 200 大持股（共 522 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	16.42%	-13.09%	EXIT
2	VONG	Vanguard Russell 1000 Growth	ETF-其他	11.94%	-8.08%	EXIT
3	HII	Huntington Ingalls Industrie	股票-工業	11.78%	-11.05%	EXIT
4	EMQQ	Emg Mkt Internet Etf-usa INC	ETF-其他	6.78%	-5.71%	EXIT
5	VONV	Vanguard Russell 1000 Value	ETF-其他	5.67%	-5.88%	EXIT
6	JNJ	Johnson & Johnson	股票-醫療保健	3.45%	-2.73%	EXIT
7	EFA	Ishares Msci Eafe ETF	ETF-其他	3.31%	-2.48%	EXIT
8	WST	West Pharmaceutical Services	股票-醫療保健	3.15%	-2.86%	EXIT
9	IWR	Ishares Russell Mid-cap ETF	ETF-其他	2.78%	-2.12%	EXIT
10	SCHV	Schwab US Large-cap Value	ETF-其他	2.03%	-1.66%	EXIT
11	SYK	Stryker CORP	股票-醫療保健	1.75%	-1.37%	EXIT
12	AAPL	Apple INC	股票-科技	1.67%	-1.21%	EXIT
13	SCHB	Schwab US Broad Market ETF	ETF-其他	1.66%	-1.25%	EXIT
14	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.52%	-1.22%	EXIT
15	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股與成長	1.27%	-0.97%	EXIT
16	SLY	Spdr S&p 600 Small Cap ETF	ETF-中小型股	1.14%	-0.97%	EXIT
17	IWF	Ishares Russell 1000 Growth	ETF-其他	1.12%	-0.82%	EXIT
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.06%	-0.86%	EXIT
19	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	1.01%	-0.74%	EXIT
20	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.94%	-0.74%	EXIT
21	VB	Vanguard Small-cap ETF	ETF-其他	0.93%	-0.72%	EXIT
22	T	At&t INC	股票-通訊服務	0.86%	-6.15%	EXIT
23	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.57%	-0.38%	EXIT
24	AMZN	Amazon.com INC	股票-循環性消費	0.52%	-0.38%	EXIT
25	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.51%	-0.40%	EXIT
26	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.47%	-0.36%	EXIT
27	MSFT	Microsoft CORP	股票-科技	0.44%	-0.39%	EXIT
28	PG	Procter & Gamble Co/the	股票-非循環性消費	0.43%	-0.42%	EXIT
29	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.41%	-0.29%	EXIT
30	AMGN	Amgen INC	股票-醫療保健	0.35%	-0.27%	EXIT
31	GLD	Spdr Gold Shares	ETF-避險與商品	0.33%	-0.20%	EXIT
32	UNH	Unitedhealth Group INC	股票-醫療保健	0.33%	-0.28%	EXIT
33	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.29%	-0.22%	EXIT
34	MRK	Merck & Co. INC.	股票-醫療保健	0.27%	—	+6.00%
35	XOM	Exxon Mobil CORP	股票-能源	0.26%	-0.23%	EXIT
36	SCHG	Schwab US Large-cap Growth	ETF-其他	0.25%	-0.18%	EXIT
37	SCHF	Schwab Intl Equity ETF	ETF-其他	0.25%	—	-4.15%
38	MDY	State Street Spdr S&p Midcap	ETF-其他	0.25%	-0.21%	EXIT
39	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.24%	-0.20%	EXIT
40	QQQM	Invesco Nasdaq 100 ETF	ETF-科技型	0.24%	-1.16%	EXIT
41	TSLA	Tesla INC	股票-循環性消費	0.22%	—	-11.52%
42	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	0.21%	—	—
43	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.20%	—	—
44	WMT	Walmart INC	股票-非循環性消費	0.20%	—	+4.25%
45	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.20%	—	+15.57%
46	SCHR	Schwab Intermediate-term US	ETF-其他	0.20%	—	-2.59%
47	ADP	Automatic Data Processing	股票-科技	0.19%	—	+2.41%
48	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.18%	—	+81.97%
49	MDT	Medtronic plc	股票-醫療保健	0.18%	—	+2.90%
50	IWD	Ishares Russell 1000 Value E	ETF-其他	0.17%	—	+0.32%

1–50 of 200

本季持股變動

Hoover Financial Advisors, Inc. 於截至 2020-12-31 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	HII	Huntington Ingalls Industrie	+1.9%	+29.00%	加碼
2	T	At&t INC	+0.8%	+983.89%	加碼
3	UNH	Unitedhealth Group INC	+0.2%	+333.45%	加碼
4	GOOG	Alphabet Inc-cl C	+0.1%	+81.97%	加碼
5	TSLA	Tesla INC	+0.1%	-11.52%	減碼
6	SLY	Spdr S&p 600 Small Cap ETF	0%	-5.00%	減碼
7	XOM	Exxon Mobil CORP	0%	+1.78%	加碼
8	AGG	Ishares Core U.s. Aggregate	0%	+111.18%	加碼
9	IWM	Ishares Russell 2000 ETF	—	-8.85%	減碼
10	MDY	State Street Spdr S&p Midcap	0%	-4.43%	減碼
11	VB	Vanguard Small-cap ETF	0%	-6.11%	減碼
12	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+0.41%	加碼
13	VWO	Vanguard Ftse Emerging Marke	-0.1%	-4.10%	減碼
14	VOO	Vanguard S&p 500 ETF	-0.1%	-38.78%	減碼
15	AEP	American Electric Power Company, Inc.	-0.2%	-88.48%	減碼
16	SYK	Stryker CORP	-0.2%	—	不變
17	SCHB	Schwab US Broad Market ETF	-0.3%	-2.99%	減碼
18	JNJ	Johnson & Johnson	-0.3%	+13.13%	加碼
19	IWF	Ishares Russell 1000 Growth	-0.3%	-5.17%	減碼
20	IWR	Ishares Russell Mid-cap ETF	-0.3%	-4.30%	減碼
21	SCHV	Schwab US Large-cap Value	-0.3%	-3.11%	減碼
22	AAPL	Apple INC	-0.3%	-0.08%	減碼
23	VEA	Vanguard Ftse Developed ETF	-0.3%	-35.34%	減碼
24	GLD	Spdr Gold Shares	-0.4%	-37.43%	減碼
25	VTI	Vanguard Total Stock Mkt ETF	-0.4%	-10.50%	減碼
26	VONV	Vanguard Russell 1000 Value	-0.5%	+1.82%	加碼
27	PG	Procter & Gamble Co/the	-0.6%	-45.70%	減碼
28	SPLV	Invesco S&p 500 Low Volatili	-0.7%	-18.38%	減碼
29	WST	West Pharmaceutical Services	-0.8%	-1.58%	減碼
30	QQQ	Invesco Qqq Trust Series 1	-1.5%	+7.14%	加碼
31	VONG	Vanguard Russell 1000 Growth	-2.2%	+1.03%	加碼
32	EMQQ	Emg Mkt Internet Etf-usa INC	—	NEW	新建倉
33	QQQM	Invesco Nasdaq 100 ETF	—	NEW	新建倉
34	COHR	Coherent Corp.	—	NEW	新建倉
35	PTON	Peloton Interactive Inc-a	—	NEW	新建倉
36	XBFZX	Blackrock Ca Muni INC Tr	—	EXIT	清倉
37	KEYS	Keysight Technologies In	—	NEW	新建倉
38	IMMU	Immunomedics INC	—	EXIT	清倉
39	JPM	Jpmorgan Chase & Co	—	NEW	新建倉
40	XPCKX	Pimco California Municipa Ii	—	NEW	新建倉
41	DIS	Walt Disney Co/the	—	NEW	新建倉
42	OVB	Overlay Shares Core Bond ETF	—	NEW	新建倉
43	PPL	Ppl CORP	—	NEW	新建倉
44	BDX	Becton Dickinson And Co	—	NEW	新建倉
45	COST	Costco Wholesale CORP	—	NEW	新建倉
46	ADBE	Adobe INC	—	NEW	新建倉
47	KO	Coca-cola Co/the	—	NEW	新建倉
48	LMT	Lockheed Martin CORP	—	NEW	新建倉
49	CSCO	Cisco Systems INC	—	NEW	新建倉
50	BNY	Bank Of New York Mellon CORP	—	NEW	新建倉