Kays Financial Advisory Corp 13F 持仓 · 最近申报 2020年Q3
Kays Financial Advisory 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 6.24 亿美元。前几大持仓：BOND（11.02%）、SPY（10.67%）、IVW（9.87%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $68.7M | 11.02% | 611,419 | 增持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $66.6M | 10.67% | 198,863 | 增持 |
| 3 | IVW | ISHARES TR | $61.6M | 9.87% | 266,390 | 减持 |
| 4 | SPYV | SPDR SER TR | $55.5M | 8.89% | 1.8M | 增持 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $39.8M | 6.37% | 479,778 | 增持 |
| 6 | SCHB | SCHWAB STRATEGIC TR | $36.1M | 5.79% | 453,382 | 增持 |
| 7 | SCHE | SCHWAB STRATEGIC TR | $22.4M | 3.59% | 837,386 | 减持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $22.2M | 3.56% | 707,690 | 减持 |
| 9 | IJR | ISHARES TR | $20.3M | 3.26% | 289,334 | 增持 |
| 10 | SHV | ISHARES TR | $18.9M | 3.03% | 170,502 | 增持 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $17.1M | 2.74% | 178,418 | 增持 |
| 12 | PCY | INVESCO EXCH TRADED FD TR II | $15.8M | 2.53% | 581,090 | 增持 |
| 13 | XLK | SELECT SECTOR SPDR TR | $14.9M | 2.39% | 128,004 | 减持 |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $12.6M | 2.02% | 232,499 | 增持 |
| 15 | AAPL | APPLE INC | $7.2M | 1.16% | 62,563 | 增持 |
| 16 | LOW | LOWES COS INC | $5.6M | 0.90% | 33,690 | 减持 |
| 17 | IJH | ISHARES TR | $5.5M | 0.88% | 29,540 | 减持 |
| 18 | SPMD | SPDR SER TR | $5.2M | 0.84% | 159,803 | 减持 |
| 19 | MA | MASTERCARD INCORPORATED | $5.0M | 0.80% | 14,819 | 减持 |
| 20 | META | FACEBOOK INC | $4.9M | 0.78% | 18,618 | 减持 |
| 21 | AMZN | AMAZON COM INC | $4.8M | 0.76% | 1,515 | 减持 |
| 22 | GOOG | ALPHABET INC | $4.8M | 0.76% | 3,245 | 减持 |
| 23 | UNP | UNION PAC CORP | $4.7M | 0.76% | 23,939 | 减持 |
| 24 | TEL | TE CONNECTIVITY LTD | $4.7M | 0.75% | 48,190 | 减持 |
| 25 | UNH | UNITEDHEALTH GROUP INC | $4.3M | 0.68% | 13,656 | 减持 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR