Silversage Advisors — Q2 2020 13F 持股

Name: Silversage Advisors — 13F Holdings, Q2 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	26.74%	-100.00%	EXIT
2	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	16.89%	—	-4.43%
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	8.78%	—	+0.11%
4	XLY	Ss Consumer Disc Select Sect	ETF-其他	6.63%	—	+1.62%
5	IMCB	Ishares Morningstar Mid-cap	ETF-其他	5.44%	—	+258.99%
6	XLV	Ss Health Care Select Sector	ETF-其他	4.92%	—	+7.56%
7	WMT	Walmart INC	股票-非循環性消費	3.62%	—	+56.68%
8	IYH	Ishares U.s. Healthcare ETF	ETF-其他	3.59%	—	+2.54%
9	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.78%	—	+89.39%
10	IGM	Ishares Expanded Tech Sector	ETF-科技型	2.43%	—	+1.36%
11	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	2.41%	—	+85.56%
12	XLP	Ss Consumer Staples Sel Sect	ETF-其他	2.26%	—	+8.61%
13	ARKK	Ark Innovation ETF	ETF-其他	1.81%	—	-3.96%
14	AAPL	Apple INC	股票-科技	1.49%	—	+0.09%
15	XLK	Ss Technology Select Sector	ETF-科技型	1.48%	—	-0.10%
16	WPC	Wp Carey INC	股票-房地產	1.24%	—	+0.07%
17	MSFT	Microsoft CORP	股票-科技	1.06%	—	+9.67%
18	VUG	Vanguard Growth ETF	ETF-其他	1.01%	—	+26.04%
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.87%	—	+2.39%
20	RSPS	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.52%	—	—
21	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.50%	—	+5.55%
22	XOM	Exxon Mobil CORP	股票-能源	0.43%	—	+2.01%
23	ADBE	Adobe INC	股票-科技	0.41%	—	—
24	JPM	Jpmorgan Chase & Co	股票-金融	0.33%	—	+0.13%
25	HON	Honeywell International INC	股票-工業	0.29%	—	-1.50%
26	DIS	Walt Disney Co/the	股票-通訊服務	0.29%	—	—
27	UPS	United Parcel Service-cl B	股票-工業	0.28%	—	—
28	EW	Edwards Lifesciences CORP	股票-醫療保健	0.27%	—	—
29	SWKS	Skyworks Solutions INC	股票-科技	0.27%	—	—
30	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.26%	—	-39.03%
31	V	Visa Inc-class A Shares	股票-金融	0.24%	—	—
32	HD	Home Depot INC	股票-循環性消費	0.23%	—	—
33	SBUX	Starbucks CORP	股票-循環性消費	0.21%	—	—

本季持股變動

Silversage Advisors 於截至 Q2 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	IMCB	Ishares Morningstar Mid-cap	+3.9%	+258.99%	加碼
2	IJH	Ishares Core S&p Midcap ETF	+1.4%	+89.39%	加碼
3	IJK	Ishares S&p Mid-cap 400 Grow	+1.1%	+85.56%	加碼
4	WMT	Walmart INC	+0.4%	+56.68%	加碼
5	VUG	Vanguard Growth ETF	+0.1%	+26.04%	加碼
6	XOM	Exxon Mobil CORP	+0.1%	+2.01%	加碼
7	WPC	Wp Carey INC	0%	+0.07%	加碼
8	RSP	Invesco S&p 500 Equal Weight	0%	+5.55%	加碼
9	JPM	Jpmorgan Chase & Co	0%	+0.13%	加碼
10	HON	Honeywell International INC	0%	-1.50%	減碼
11	UPS	United Parcel Service-cl B	0%	—	不變
12	EW	Edwards Lifesciences CORP	0%	—	不變
13	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	+2.39%	加碼
14	RSPS	Invesco S&p 500 Equal Weight	-0.1%	—	不變
15	ADBE	Adobe INC	-0.1%	—	不變
16	AAPL	Apple INC	-0.2%	+0.09%	加碼
17	DSI	Ishares Esg Msci Kld 400 ETF	-0.2%	-39.03%	減碼
18	MSFT	Microsoft CORP	-0.2%	+9.67%	加碼
19	XLP	Ss Consumer Staples Sel Sect	-0.2%	+8.61%	加碼
20	XLK	Ss Technology Select Sector	-0.2%	-0.10%	減碼
21	IGM	Ishares Expanded Tech Sector	-0.3%	+1.36%	加碼
22	ARKK	Ark Innovation ETF	-0.4%	-3.96%	減碼
23	XLY	Ss Consumer Disc Select Sect	-0.4%	+1.62%	加碼
24	XLV	Ss Health Care Select Sector	-0.6%	+7.56%	加碼
25	IYH	Ishares U.s. Healthcare ETF	-0.6%	+2.54%	加碼
26	USMV	Ishares Msci USA Min Vol Fac	-1%	+0.11%	加碼
27	SDY	Ss Spdr S&p Dividend ETF	-1.5%	-4.43%	減碼
28	IVV	Ishares Core S&p 500 ETF	-2%	+1.55%	加碼
29	DIS	Walt Disney Co/the	—	NEW	新建倉
30	SWKS	Skyworks Solutions INC	—	NEW	新建倉
31	V	Visa Inc-class A Shares	—	NEW	新建倉
32	HD	Home Depot INC	—	NEW	新建倉
33	SBUX	Starbucks CORP	—	NEW	新建倉