American Financial Network Advisory Services LLC

分散型投资策略高频交易型逆势操作型

申报总市值

US$6696.4万

申报季度: 2019-09-30 · 持股只数: 87

American Financial Network Advisory Services LLC在最新一期 13F 报告中披露了 87 项持股，申报期为 2019-09-30，总持股市值约为 US$6696.4万，季度换手率为 93.4%。

机构性格雪花图

集中度: 19.1
持仓稳定性: 93.42
动能／逆势: 0
行业集中度: 48.37
多样化: 100
仓位均衡度: 82.27

近期动向

加仓 USMV
-45.0%　-US$686.6万
减仓 VGT
-81.0%　-US$149.1万
减仓 CWB
-72.6%　-US$103.6万
减仓 ITA
-66.5%　-US$123.8万
减仓 AMGN
-57.3%　-US$204.1万
减仓 META
-68.1%　-US$84.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 86 大持股（共 87 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	13.76%	+1.10%	-45.03%
2	IXUS	Ishares Core Intl Stock ETF	ETF-其他	13.11%	-0.20%	-47.46%
3	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	3.28%	+3.28%	NEW
4	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.12%	+0.18%	-45.61%
5	SRLN	Ss Blackstone Sr Loan ETF	ETF-其他	3.02%	-0.02%	-47.71%
6	SPSB	Ss Spdr P St C CORP ETF	ETF-其他	2.89%	+2.89%	NEW
7	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	2.88%	+2.88%	NEW
8	AAPL	Apple INC	股票-科技	2.83%	+0.35%	-46.34%
9	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-其他	2.69%	+2.69%	NEW
10	XNTK	Ss Spdr Nyse Tech ETF	ETF-科技型	2.57%	+2.57%	NEW
11	AMGN	Amgen INC	股票-医疗保健	2.48%	-0.44%	-57.30%
12	VHT	Vanguard Health Care ETF	ETF-其他	2.33%	+0.26%	-38.91%
13	VFH	Vanguard Financials ETF	ETF-其他	1.81%	+0.17%	-43.39%
14	MSFT	Microsoft CORP	股票-科技	1.59%	+0.03%	-48.24%
15	QYLD	Global X Nasd 100 Cov Call	ETF-其他	1.57%	-0.10%	-50.09%
16	VTV	Vanguard Value ETF	ETF-其他	1.41%	+1.41%	NEW
17	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	1.35%	+1.35%	NEW
18	GLD	Spdr Gold Shares	ETF-避险与商品	1.21%	-0.17%	-55.77%
19	CVX	Chevron CORP	股票-能源	1.21%	+0.14%	-38.30%
20	VBR	Vanguard Small-cap Value ETF	ETF-其他	1.11%	+1.11%	NEW
21	ITA	Ishares U.s. Aerospace & Def	ETF-其他	1.02%	-0.49%	-66.46%
22	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	0.96%	-0.21%	-51.40%
23	GWX	State Street Spdr S&p Intern	ETF-其他	0.89%	+0.89%	NEW
24	HD	Home Depot INC	股票-周期性消费	0.86%	-0.11%	-58.29%
25	BAC	Bank Of America CORP	股票-金融	0.82%	—	-20.78%
26	VCR	Vanguard Consumer Discre ETF	ETF-其他	0.81%	—	-43.50%
27	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.81%	+0.81%	NEW
28	BA	Boeing Co/the	股票-工业	0.78%	—	-33.99%
29	✓		股票-其他	0.75%	—	-49.84%
30	PEP	Pepsico INC	股票-非周期性消费	0.75%	—	-51.31%
31	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.75%	—	-26.43%
32	GDX	Vaneck Gold Miners ETF	ETF-避险与商品	0.73%	—	-43.54%
33	ATVIEUR	Activision Blizzard INC	股票-通信服务	0.69%	—	-51.51%
34	INTC	Intel CORP	股票-科技	0.68%	—	-38.75%
35	BOTZ	Global X Robotics & Artifici	ETF-其他	0.68%	-0.12%	-53.94%
36	ARKW	Ark Next Generation Internet	ETF-其他	0.67%	-0.11%	-52.27%
37	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.67%	—	-38.23%
38	VGSH	Vanguard Short-term Treasury	ETF-政府公债	0.66%	—	—
39	V	Visa Inc-class A Shares	股票-金融	0.63%	-0.23%	-61.49%
40	XLF	Ss Financial Select Sector	ETF-其他	0.62%	-0.17%	-59.87%
41	VNQ	Vanguard Real Estate ETF	ETF-其他	0.60%	—	-5.37%
42	CWB	Ss Spdr Bb Conv Sec ETF	ETF-其他	0.58%	-0.54%	-72.61%
43	LIT	Global X Lithium & Battery T	ETF-其他	0.58%	—	-49.46%
44	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.58%	-0.29%	-63.17%
45	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.57%	—	-40.39%
46	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.57%	—	-25.91%
47	PAYX	Paychex INC	股票-科技	0.55%	—	-12.69%
48	VZ	Verizon Communications INC	股票-通信服务	0.54%	—	-47.17%
49	META	Meta Platforms Inc-class A	股票-通信服务	0.54%	-0.40%	-68.09%
50	VGT	Vanguard Info Tech ETF	ETF-科技型	0.54%	-0.92%	-81.05%

1–50 of 86

投资组合表现

可定价持仓数据尚不足以计算表现

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2019-09-30	87	US$6696.4万	93	1USMV 2IXUS 3SPYV 主要持股2019-09-30 1.USMV 2.IXUS 3.SPYV 4.BNDX 5.SRLN 6.SPSB 7.SPTS 8.AAPL 9.SLYV 10.XNTK
2019-06-30	135	US$1.3亿	8	1IXUS 2USMV 3SRLN 主要持股2019-06-30 1.IXUS 2.USMV 3.SRLN 4.BNDX 5.AMGN 6.AAPL 7.VHT 8.QYLD 9.VFH 10.MSFT
2019-03-31	147	US$1.4亿	78	1IXUS 2USMV 3SRLN 主要持股2019-03-31 1.IXUS 2.USMV 3.SRLN 4.AMGN 5.BNDX 6.AAPL 7.VHT 8.QYLD 9.VFH 10.MSFT
2018-12-31	162	US$1.4亿	32	1FDT 2FLOT 3CWB 主要持股2018-12-31 1.FDT 2.FLOT 3.CWB 4.AMGN 5.SRLN 6.AAPL 7.ITA 8.VGT 9.MSFT 10.FEM
2018-09-30	178	US$1.9亿	100	1FDT 2FLOT 3CWB 主要持股2018-09-30 1.FDT 2.FLOT 3.CWB 4.SRLN 5.AMGN 6.AAPL 7.ITA 8.VGT 9.HD 10.MSFT
2018-06-30	175	US$18.4万	39	1FDT 2FLOT 3CWB 主要持股2018-06-30 1.FDT 2.FLOT 3.CWB 4.SRLN 5.AMGN 6.AAPL 7.ITA 8.VGT 9.HD 10.FEM
2018-03-31	171	US$19.2万	100	1FDT 2CWB 3IBND 主要持股2018-03-31 1.FDT 2.CWB 3.IBND 4.EBND 5.IGOV 6.AMGN 7.IGLB 8.AAPL 9.ITA 10.EMB
2017-12-31	674	US$2.4亿	19	1CWB 2HYS 3PFF 主要持股2017-12-31 1.CWB 2.HYS 3.PFF 4.AMGN 5.73936T 6.AAPL 7.VFH 8.XLK 9.XLV 10.NOBL
2017-09-30	782	US$2.3亿	0	1CWB 2AMGN 3PFF 主要持股2017-09-30 1.CWB 2.AMGN 3.PFF 4.HYS 5.AAPL 6.73936T 7.VFH 8.XLV 9.PPAUSD 10.XLK

本季持股变动

American Financial Network Advisory Services LLC 在 2019-09-30 最显著的持仓异动：新建仓: Ss Spdr P S&p 500 Value ETF (SPYV); 新建仓: Ss Spdr P St C CORP ETF (SPSB); 新建仓: Ss Spdr P St Term Tsy ETF (SPTS); 新建仓: Ss Spdr S&p 600 Sc Val ETF (SLYV); 新建仓: Ss Spdr Nyse Tech ETF (XNTK).

American Financial Network Advisory Services LLC 于截至 2019-09-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	USMV	Ishares Msci USA Min Vol Fac	+1.1%	-45.03%	减仓
2	AAPL	Apple INC	+0.4%	-46.34%	减仓
3	VHT	Vanguard Health Care ETF	+0.3%	-38.91%	减仓
4	BNDX	Vanguard Total Intl Bond ETF	+0.2%	-45.61%	减仓
5	VFH	Vanguard Financials ETF	+0.2%	-43.39%	减仓
6	CVX	Chevron CORP	+0.1%	-38.30%	减仓
7	MSFT	Microsoft CORP	0%	-48.24%	减仓
8	SRLN	Ss Blackstone Sr Loan ETF	0%	-47.71%	减仓
9	QYLD	Global X Nasd 100 Cov Call	-0.1%	-50.09%	减仓
10	HD	Home Depot INC	-0.1%	-58.29%	减仓
11	ARKW	Ark Next Generation Internet	-0.1%	-52.27%	减仓
12	BOTZ	Global X Robotics & Artifici	-0.1%	-53.94%	减仓
13	GLD	Spdr Gold Shares	-0.2%	-55.77%	减仓
14	XLF	Ss Financial Select Sector	-0.2%	-59.87%	减仓
15	IXUS	Ishares Core Intl Stock ETF	-0.2%	-47.46%	减仓
16	XBI	Ss Spdr S&p Biotech ETF	-0.2%	-51.40%	减仓
17	V	Visa Inc-class A Shares	-0.2%	-61.49%	减仓
18	AMZN	Amazon.com INC	-0.2%	-64.82%	减仓
19	BABA	Alibaba Group Holding-sp Adr	-0.3%	-68.43%	减仓
20	XLV	Ss Health Care Select Sector	-0.3%	-67.46%	减仓
21	VWO	Vanguard Ftse Emerging Marke	-0.3%	-63.17%	减仓
22	META	Meta Platforms Inc-class A	-0.4%	-68.09%	减仓
23	AMGN	Amgen INC	-0.4%	-57.30%	减仓
24	ITA	Ishares U.s. Aerospace & Def	-0.5%	-66.46%	减仓
25	CWB	Ss Spdr Bb Conv Sec ETF	-0.5%	-72.61%	减仓
26	VGT	Vanguard Info Tech ETF	-0.9%	-81.05%	减仓
27	SPYV	Ss Spdr P S&p 500 Value ETF	—	NEW	新建仓
28	SPSB	Ss Spdr P St C CORP ETF	—	NEW	新建仓
29	SPTS	Ss Spdr P St Term Tsy ETF	—	NEW	新建仓
30	SLYV	Ss Spdr S&p 600 Sc Val ETF	—	NEW	新建仓
31	XNTK	Ss Spdr Nyse Tech ETF	—	NEW	新建仓
32	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
33	VTV	Vanguard Value ETF	—	NEW	新建仓
34	XLI	Ss Industrial Select Sector	—	EXIT	清仓
35	SPDW	Ste Str Spdr Pt Dw EU ETF	—	NEW	新建仓
36	XLK	Ss Technology Select Sector	—	EXIT	清仓
37	VBR	Vanguard Small-cap Value ETF	—	NEW	新建仓
38	IXN	Ishares Global Tech ETF	—	EXIT	清仓
39	CSCO	Cisco Systems INC	—	EXIT	清仓
40	MLPXUSD	Global X Mlp & Energy Infras	—	EXIT	清仓
41	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
42	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
43	GWX	State Street Spdr S&p Intern	—	NEW	新建仓
44	XLB	Ss Materials Select Sector	—	EXIT	清仓
45	NOBL	Proshares S&p 500 Dividend A	—	EXIT	清仓
46	CIM	Chimera Investment Corporation	—	EXIT	清仓
47	IXJ	Ishares Global Healthcare Et	—	EXIT	清仓
48	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
49	VCSH	Vanguard S/t CORP Bond ETF	—	NEW	新建仓
50	GM	General Motors Co	—	EXIT	清仓

FAQ

American Financial Network Advisory Services LLC 是什么机构？属于哪种投资人类型？

American Financial Network Advisory Services LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2019-09-30），该机构追踪的股票投资组合估值约为 US$6696.4万，分布在 87 个已申报仓位之中。

American Financial Network Advisory Services LLC 目前前几大持股有哪些？

根据最新 13F 申报，American Financial Network Advisory Services LLC 按市值排列的前几大持股为： 1. Ishares Msci USA Min Vol Fac (USMV) — US$921.7万 (13.8%) 2. Ishares Core Intl Stock ETF (IXUS) — US$878.1万 (13.1%) 3. Ss Spdr P S&p 500 Value ETF (SPYV) — US$219.6万 (3.3%) 4. Vanguard Total Intl Bond ETF (BNDX) — US$208.7万 (3.1%) 5. Ss Blackstone Sr Loan ETF (SRLN) — US$202.5万 (3.0%)

American Financial Network Advisory Services LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，American Financial Network Advisory Services LLC 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 0 个既有持股、减仓 26 个仓位，并完全清仓 14 个持股。其中幅度最大的异动：新建仓: Ss Spdr P S&p 500 Value ETF (SPYV); 新建仓: Ss Spdr P St C CORP ETF (SPSB); 新建仓: Ss Spdr P St Term Tsy ETF (SPTS); 新建仓: Ss Spdr S&p 600 Sc Val ETF (SLYV); 新建仓: Ss Spdr Nyse Tech ETF (XNTK)

American Financial Network Advisory Services LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，American Financial Network Advisory Services LLC 的主要板块分布如下： • Information Technology: 26.3% • Health Care: 21.0% • Financials: 11.1% • Communication Services: 10.1% • Consumer Staples: 9.0% • Industrials: 8.5%