Jaffetilchin Investment Partners, LLC — Q1 2020 13F 持股

Name: Jaffetilchin Investment Partners, LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001404652

申報總市值

US$16.8億

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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	ITOT	Ishares Core S&p Total U.s.	ETF-其他	13.33%	-0.73%	-24.52%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	9.91%	-0.73%	-25.37%
3	VV	Vanguard Large-cap ETF	ETF-其他	5.84%	-0.12%	+0.39%
4	SCHX	Schwab US Large-cap ETF	ETF-其他	5.80%	-0.11%	+0.39%
5	AAPL	Apple INC	股票-科技	5.63%	-0.42%	+8.97%
6	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	5.60%	-0.09%	+269.80%
7	PFF	Ishares Preferred & Income S	ETF-其他	4.09%	+0.16%	+342.15%
8	SCHB	Schwab US Broad Market ETF	ETF-其他	3.22%	-0.35%	+1731.53%
9	ANGL	Vaneck Fallen Angel High Yld	ETF-其他	2.15%	—	—
10	IWB	Ishares Russell 1000 ETF	ETF-其他	1.97%	—	+9.58%
11	AIVL	Wisdomtree US Ai Enhanced Va	ETF-其他	1.93%	—	-0.65%
12	MSFT	Microsoft CORP	股票-科技	1.73%	-0.42%	+41.18%
13	HDV	Ishares Core High Dividend E	ETF-其他	1.55%	—	+40.60%
14	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.26%	—	+19.51%
15	LKNCY	Luckin Coffee INC - Adr	股票-其他	1.23%	—	—
16	DVY	Ishares Select Dividend ETF	ETF-其他	1.20%	—	+607.93%
17	TSLA	Tesla INC	股票-循環性消費	1.16%	-0.39%	-15.43%
18	AMZN	Amazon.com INC	股票-循環性消費	1.06%	-0.15%	+5.77%
19	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.05%	—	-1.38%
20	MBB	Ishares Mbs ETF	ETF-其他	0.91%	—	+10.91%
21	SKYY	First Trust Cloud Computing	ETF-其他	0.89%	—	+248.63%
22	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.77%	—	+33.88%
23	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.70%	+0.34%	-70.57%
24	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	0.66%	—	—
25	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	0.64%	-1.18%	-0.01%
26	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公債	0.58%	—	+5.04%
27	JNJ	Johnson & Johnson	股票-醫療保健	0.58%	—	+5.60%
28	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	0.56%	—	+20.26%
29	FVD	First Trust Value Line Dvd	ETF-其他	0.56%	—	-87.56%
30	TIP	Ishares Tips Bond ETF	ETF-其他	0.56%	—	-90.15%
31	ATNXEUR	Athenex INC	股票-其他	0.53%	—	+5.41%
32	PG	Procter & Gamble Co/the	股票-非循環性消費	0.49%	—	-2.15%
33	GLD	Spdr Gold Shares	ETF-避險與商品	0.49%	-0.17%	-29.44%
34	IYW	Ishares Ustechnology ETF	ETF-科技型	0.48%	—	-44.97%
35	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.43%	—	-56.83%
36	PZA	Invesco National Amt-free Mu	ETF-其他	0.43%	—	+32.07%
37	GOVT	Ishares US Treasury Bond ETF	ETF-政府公債	0.41%	—	+61.55%
38	BND	Vanguard Total Bond Market	ETF-其他	0.41%	—	+394.08%
39	META	Meta Platforms Inc-class A	股票-通訊服務	0.41%	-0.13%	-40.60%
40	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.40%	—	+16.98%
41	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.37%	-0.15%	+5.29%
42	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.35%	—	-30.45%
43	NEAR	Ishares Sh Dba ETF Usd INC	ETF-其他	0.34%	—	-1.92%
44	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.34%	—	-60.60%
45	QGRO	American Century US Quality	ETF-其他	0.32%	—	+17.35%
46	FPE	Ft-preferred Secur & INC ETF	ETF-其他	0.32%	—	-92.17%
47	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.31%	—	-4.07%
48	JPM	Jpmorgan Chase & Co	股票-金融	0.30%	—	-45.70%
49	PFE	Pfizer INC	股票-醫療保健	0.30%	—	+7.88%
50	MRK	Merck & Co. INC.	股票-醫療保健	0.29%	—	-5.35%

1–50 of 155

本季持股變動

Jaffetilchin Investment Partners, 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	QQQ	Invesco Qqq Trust Series 1	+4.6%	+269.80%	加碼
2	PFF	Ishares Preferred & Income S	+3.4%	+342.15%	加碼
3	SCHB	Schwab US Broad Market ETF	+3.1%	+1731.53%	加碼
4	AAPL	Apple INC	+2%	+8.97%	加碼
5	VV	Vanguard Large-cap ETF	+1.4%	+0.39%	加碼
6	SCHX	Schwab US Large-cap ETF	+1.4%	+0.39%	加碼
7	DVY	Ishares Select Dividend ETF	+1.1%	+607.93%	加碼
8	MSFT	Microsoft CORP	+1%	+41.18%	加碼
9	SKYY	First Trust Cloud Computing	+0.7%	+248.63%	加碼
10	AIVL	Wisdomtree US Ai Enhanced Va	+0.2%	-0.65%	減碼
11	ATNXEUR	Athenex INC	-0.1%	+5.41%	加碼
12	META	Meta Platforms Inc-class A	-0.1%	-40.60%	減碼
13	IYW	Ishares Ustechnology ETF	-0.1%	-44.97%	減碼
14	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-61.53%	減碼
15	JPST	Jpmorgan Ultra-short Income	-0.2%	-56.83%	減碼
16	JPM	Jpmorgan Chase & Co	-0.2%	-45.70%	減碼
17	ARKK	Ark Innovation ETF	-0.2%	-66.87%	減碼
18	IUSV	Ishares Core S&p U.s. Value	-0.3%	-61.85%	減碼
19	IEFA	Ishares Core Msci Eafe ETF	-0.3%	-65.97%	減碼
20	FTSL	First Trust Senior Loan ETF	-0.3%	-67.93%	減碼
21	IXUS	Ishares Core Intl Stock ETF	-0.4%	-60.60%	減碼
22	FDN	First Trust Dj Internet Ind	-0.4%	-83.58%	減碼
23	ITOT	Ishares Core S&p Total U.s.	-0.4%	-24.52%	減碼
24	VTI	Vanguard Total Stock Mkt ETF	-0.4%	-25.37%	減碼
25	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.5%	-78.77%	減碼
26	KBE	Ss Spdr S&p Bank ETF	-0.6%	-79.72%	減碼
27	IJH	Ishares Core S&p Midcap ETF	-0.6%	-76.66%	減碼
28	IJR	Ishares Core S&p Small-cap E	-0.6%	-84.71%	減碼
29	ITB	Ishares U.s. Home Constructi	-0.6%	-90.47%	減碼
30	IYR	Ishares US Real Estate ETF	-1%	-85.02%	減碼
31	IEMG	Ishares Core Msci Emerging	-1.2%	-70.57%	減碼
32	EMLP	First Trust North American E	-1.8%	-94.04%	減碼
33	FLOT	Ishares Floating Rate Bond E	-2.5%	-93.99%	減碼
34	FPE	Ft-preferred Secur & INC ETF	-2.7%	-92.17%	減碼
35	TIP	Ishares Tips Bond ETF	-2.9%	-90.15%	減碼
36	FVD	First Trust Value Line Dvd	-3%	-87.56%	減碼
37	ANGL	Vaneck Fallen Angel High Yld	—	NEW	新建倉
38	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	清倉
39	LKNCY	Luckin Coffee INC - Adr	—	NEW	新建倉
40	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清倉
41	SDY	Ss Spdr S&p Dividend ETF	—	EXIT	清倉
42	IYF	Ishares US Financials ETF	—	EXIT	清倉
43	✓	Ishares US ETF Tr	—	EXIT	清倉
44	PSCH	Invesco S&p Smallcap Health	—	EXIT	清倉
45	RSP	Invesco S&p 500 Equal Weight	—	EXIT	清倉
46	RPG	Invesco S&p 500 Pure Growth	—	EXIT	清倉
47	3IV1	Innovator Ibd 50 ETF	—	EXIT	清倉
48	CIBR	First Trust Nasdaq Cybersecu	—	NEW	新建倉
49	FV	First Trust Dw Focus 5 Fund	—	EXIT	清倉
50	FTCS	First Trust Capital Strength	—	EXIT	清倉