Silversage Advisors — Q1 2020 13F 持股

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

CIK: 0001802437

申報總市值

US$241.0萬

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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	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	28.76%	-100.00%	EXIT
2	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	18.38%	—	+4.33%
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	9.80%	—	-0.67%
4	XLY	Ss Consumer Disc Select Sect	ETF-其他	7.06%	—	-2.32%
5	XLV	Ss Health Care Select Sector	ETF-其他	5.48%	—	-8.11%
6	IYH	Ishares U.s. Healthcare ETF	ETF-其他	4.20%	—	-3.49%
7	WMT	Walmart INC	股票-非循環性消費	3.19%	—	-36.17%
8	IGM	Ishares Expanded Tech Sector	ETF-科技型	2.77%	—	-3.76%
9	XLP	Ss Consumer Staples Sel Sect	ETF-其他	2.50%	—	-9.38%
10	ARKK	Ark Innovation ETF	ETF-其他	2.17%	—	+4.83%
11	XLK	Ss Technology Select Sector	ETF-科技型	1.72%	—	-1.01%
12	AAPL	Apple INC	股票-科技	1.67%	—	+0.02%
13	IMCB	Ishares Morningstar Mid-cap	ETF-其他	1.52%	—	-72.39%
14	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.43%	—	-48.23%
15	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	1.34%	—	-47.45%
16	MSFT	Microsoft CORP	股票-科技	1.29%	—	-10.41%
17	WPC	Wp Carey INC	股票-房地產	1.21%	—	-0.07%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.93%	—	-2.72%
19	VUG	Vanguard Growth ETF	ETF-其他	0.92%	—	-23.33%
20	RSPS	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.62%	—	—
21	ADBE	Adobe INC	股票-科技	0.52%	—	—
22	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.48%	—	-6.51%
23	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.47%	—	+64.02%
24	XOM	Exxon Mobil CORP	股票-能源	0.34%	—	-1.97%
25	UPS	United Parcel Service-cl B	股票-工業	0.32%	—	—
26	HON	Honeywell International INC	股票-工業	0.31%	—	+1.52%
27	JPM	Jpmorgan Chase & Co	股票-金融	0.31%	—	-0.13%
28	EW	Edwards Lifesciences CORP	股票-醫療保健	0.31%	—	+1.36%

本季持股變動

Silversage Advisors 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	IVV	Ishares Core S&p 500 ETF	+2%	-2.75%	減碼
2	SDY	Ss Spdr S&p Dividend ETF	+1.2%	+4.33%	加碼
3	USMV	Ishares Msci USA Min Vol Fac	+1.1%	-0.67%	減碼
4	IYH	Ishares U.s. Healthcare ETF	+0.6%	-3.49%	減碼
5	XLV	Ss Health Care Select Sector	+0.5%	-8.11%	減碼
6	ARKK	Ark Innovation ETF	+0.5%	+4.83%	加碼
7	IGM	Ishares Expanded Tech Sector	+0.4%	-3.76%	減碼
8	XLY	Ss Consumer Disc Select Sect	+0.4%	-2.32%	減碼
9	XLK	Ss Technology Select Sector	+0.3%	-1.01%	減碼
10	AAPL	Apple INC	+0.3%	+0.02%	加碼
11	MSFT	Microsoft CORP	+0.3%	-10.41%	減碼
12	DSI	Ishares Esg Msci Kld 400 ETF	+0.2%	+64.02%	加碼
13	XLP	Ss Consumer Staples Sel Sect	+0.2%	-9.38%	減碼
14	ADBE	Adobe INC	+0.1%	—	不變
15	RSPS	Invesco S&p 500 Equal Weight	+0.1%	—	不變
16	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	-2.72%	減碼
17	EW	Edwards Lifesciences CORP	0%	+1.36%	加碼
18	UPS	United Parcel Service-cl B	0%	—	不變
19	HON	Honeywell International INC	0%	+1.52%	加碼
20	WPC	Wp Carey INC	0%	-0.07%	減碼
21	RSP	Invesco S&p 500 Equal Weight	0%	-6.51%	減碼
22	JPM	Jpmorgan Chase & Co	0%	-0.13%	減碼
23	VUG	Vanguard Growth ETF	-0.1%	-23.33%	減碼
24	XOM	Exxon Mobil CORP	-0.1%	-1.97%	減碼
25	WMT	Walmart INC	-0.6%	-36.17%	減碼
26	IJK	Ishares S&p Mid-cap 400 Grow	-1.1%	-47.45%	減碼
27	IJH	Ishares Core S&p Midcap ETF	-1.4%	-48.23%	減碼
28	IMCB	Ishares Morningstar Mid-cap	-3.9%	-72.39%	減碼
29	DIS	Walt Disney Co/the	—	EXIT	清倉
30	SWKS	Skyworks Solutions INC	—	EXIT	清倉
31	V	Visa Inc-class A Shares	—	EXIT	清倉
32	HD	Home Depot INC	—	EXIT	清倉