1834 Investment Advisors Co — 2016-12-31 13F 持股

Name: 1834 Investment Advisors Co — 13F Holdings, 2016-12-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001138486

申报总市值

US$8.0亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	5.78%	-0.81%	+0.00%
2	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	4.15%	-0.12%	+2.63%
3	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	3.58%	—	+1.22%
4	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	2.49%	—	+1.51%
5	✓	J P Morgan Chase And Co	股票-其他	2.17%	—	+1.74%
6	MSFT	Microsoft CORP	股票-科技	2.12%	-0.75%	-0.87%
7	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	1.97%	—	-0.44%
8	✓	Verizon Communications Inc.	股票-其他	1.94%	—	+10.48%
9	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	1.92%	—	+1.47%
10	IJT	Ishares S&p Small-cap 600 Gr	ETF-其他	1.86%	—	+1.20%
11	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	1.84%	—	-0.44%
12	✓	SPDR S&P Dividend ETF	ETF-其他	1.76%	—	+4.11%
13	AAPL	Apple INC	股票-科技	1.76%	-0.33%	+2.11%
14	JNJ	Johnson & Johnson	股票-医疗保健	1.74%	+0.16%	+4.31%
15	BA	Boeing Co/the	股票-工业	1.66%	—	+6.99%
16	✓	AbbVie Inc.	股票-其他	1.63%	—	+6.86%
17	PFE	Pfizer INC	股票-医疗保健	1.61%	+0.14%	+2.36%
18	BMY	Bristol-myers Squibb Co	股票-医疗保健	1.58%	+0.15%	+18.45%
19	DOW	Dow Chem Co	股票-原材料	1.58%	—	+12.05%
20	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.56%	—	+16.81%
21	KHC	Kraft Heinz Co/the	股票-非周期性消费	1.53%	—	+11.91%
22	✓	Exxon Mobil Corporation	股票-其他	1.52%	—	+0.66%
23	MS	Morgan Stanley	股票-金融	1.45%	—	+8.12%
24	✓	Cisco Systems, Inc.	股票-其他	1.45%	—	+3.16%
25	AEP	American Electric Power Company, Inc.	股票-公用事业	1.45%	—	+3.85%
26	MAR	Marriott International -cl A	股票-周期性消费	1.44%	—	+1.06%
27	BLKCHF	Blackrock INC	股票-其他	1.44%	—	+4.21%
28	✓	Altria Group, Inc.	股票-其他	1.43%	—	+11.37%
29	CVX	Chevron CORP	股票-能源	1.40%	+0.45%	-2.17%
30	APD	Air Products & Chemicals INC	股票-原材料	1.37%	—	+41.31%
31	HON	Honeywell International INC	股票-工业	1.26%	—	+15.60%
32	IWF	Ishares Russell 1000 Growth	ETF-其他	1.19%	—	-5.46%
33	AMGN	Amgen INC	股票-医疗保健	1.15%	—	+11.15%
34	KMB	Kimberly-clark CORP	股票-非周期性消费	1.12%	—	+249.60%
35	✓	Guggenheim BulletShares 2020 C	股票-其他	1.06%	—	+6.76%
36	✓	Johnson & Johnson	股票-其他	1.04%	—	-11.18%
37	✓	First Trust Exchange Traded Fu	股票-其他	1.02%	—	+3.21%
38	IWD	Ishares Russell 1000 Value E	ETF-其他	0.99%	—	-3.96%
39	✓	Guggenheim BulletShares 2017 H	股票-其他	0.96%	—	-4.59%
40	HD	Home Depot INC	股票-周期性消费	0.95%	—	-10.46%
41	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.91%	—	-0.56%
42	HN9	Hanesbrands INC	股票-其他	0.88%	—	—
43	SLB	Slb LTD	股票-能源	0.87%	—	+50.15%
44	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.85%	—	-0.46%
45	✓	Guggenheim BulletShares 2021 C	股票-其他	0.80%	—	+9.42%
46	✓	Guggenheim BulletShares 2018 C	股票-其他	0.80%	—	+0.17%
47	✓	Claymore Exchange Trd Fd T	股票-其他	0.79%	—	+7.39%
48	✓	Guggenheim BulletShares 2019 C	股票-其他	0.78%	—	-3.21%
49	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.67%	—	-3.52%
50	SJM	Jm Smucker Co/the	股票-非周期性消费	0.61%	—	—

1–50 of 171

本季持股变动

1834 Investment Advisors Co 于截至 2016-12-31 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	KMB	Kimberly-clark CORP	+0.7%	+249.60%	加仓
2	✓	J P Morgan Chase And Co	+0.4%	+1.74%	加仓
3	MS	Morgan Stanley	+0.4%	+8.12%	加仓
4	SLB	Slb LTD	+0.3%	+50.15%	加仓
5	APD	Air Products & Chemicals INC	+0.3%	+41.31%	加仓
6	BMY	Bristol-myers Squibb Co	+0.3%	+18.45%	加仓
7	BA	Boeing Co/the	+0.3%	+6.99%	加仓
8	DOW	Dow Chem Co	+0.2%	+12.05%	加仓
9	MAR	Marriott International -cl A	+0.2%	+1.06%	加仓
10	IVV	Ishares Core S&p 500 ETF	+0.2%	+16.81%	加仓
11	✓	Altria Group, Inc.	+0.1%	+11.37%	加仓
12	IJS	Ishares S&p Small-cap 600 Va	+0.1%	+1.47%	加仓
13	✓	Verizon Communications Inc.	+0.1%	+10.48%	加仓
14	✓	Select Sector Spdr Tr	+0.1%	+35.45%	加仓
15	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+28.59%	加仓
16	IJJ	Ishares S&p Mid-cap 400 Valu	+0.1%	+1.51%	加仓
17	HON	Honeywell International INC	+0.1%	+15.60%	加仓
18	IVE	Ishares S&p 500 Value ETF	+0.1%	+2.63%	加仓
19	VWO	Vanguard Ftse Emerging Marke	+0.1%	+34.86%	加仓
20	USCI	United States Commodity Inde	+0.1%	+39.60%	加仓
21	CVX	Chevron CORP	+0.1%	-2.17%	减仓
22	IJT	Ishares S&p Small-cap 600 Gr	+0.1%	+1.20%	加仓
23	AEP	American Electric Power Company, Inc.	+0.1%	+3.85%	加仓
24	BLKCHF	Blackrock INC	0%	+4.21%	加仓
25	KHC	Kraft Heinz Co/the	0%	+11.91%	加仓
26	MSFT	Microsoft CORP	0%	-0.87%	减仓
27	✓	AbbVie Inc.	0%	+6.86%	加仓
28	✓	SPDR S&P Dividend ETF	0%	+4.11%	加仓
29	AAPL	Apple INC	0%	+2.11%	加仓
30	IJK	Ishares S&p Mid-cap 400 Grow	-0.1%	+1.22%	加仓
31	✓	Bulletshares 2018 High Yield Bond (bsji)	-0.1%	-54.07%	减仓
32	PG	Procter & Gamble Co/the	-0.1%	-9.40%	减仓
33	✓	SPDR Gold Shares	-0.1%	-28.26%	减仓
34	UNP	Union Pacific CORP	-0.3%	-33.57%	减仓
35	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.3%	-0.44%	减仓
36	✓	Johnson & Johnson	-0.4%	-11.18%	减仓
37	IP	International Paper Co	-1.2%	-77.99%	减仓
38	HN9	Hanesbrands INC	—	NEW	新建仓
39	✓	Pentair PLC	—	EXIT	清仓
40	SJM	Jm Smucker Co/the	—	NEW	新建仓
41	CVS	Cvs Health CORP	—	NEW	新建仓
42	BBTUSD	Bb&t CORP	—	EXIT	清仓
43	✓	Chubb Limited	—	NEW	新建仓
44	✓	Royal Caribbean Cruises Ltd.	—	NEW	新建仓
45	✓	Alphabet Inc.	—	NEW	新建仓
46	✓	Proshares Tr	—	EXIT	清仓
47	✓	Proshares Tr Short S&p 500	—	NEW	新建仓
48	✓	Powershs Db Multi Sector Power	—	NEW	新建仓
49	VBIAX	Vanguard Balanced Index-adm	—	NEW	新建仓
50	VBINX	Vanguard Balanced Index-inv	—	EXIT	清仓