1834 Investment Advisors Co — 2017-12-31 13F 持股

Name: 1834 Investment Advisors Co — 13F Holdings, 2017-12-31
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

仅显示前 200 大持股（共 463 只）

#	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	5.43%	-0.81%	-1.10%
2	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	3.94%	-0.12%	+1.64%
3	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	3.29%	—	+0.57%
4	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	2.31%	—	+2.05%
5	MSFT	Microsoft CORP	股票-科技	2.11%	-0.75%	+0.43%
6	JPM	Jpmorgan Chase & Co	股票-金融	1.95%	—	—
7	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	1.87%	—	+0.92%
8	IJT	Ishares S&p Small-cap 600 Gr	ETF-其他	1.86%	—	+0.09%
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.83%	—	+13.58%
10	AAPL	Apple INC	股票-科技	1.79%	-0.33%	+4.65%
11	INTC	Intel CORP	股票-科技	1.70%	—	+2.16%
12	ABBV	Abbvie INC	股票-医疗保健	1.69%	—	—
13	DD	DuPont de Nemours, Inc.	股票-其他	1.65%	—	—
14	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	1.64%	—	+4.17%
15	BA	Boeing Co/the	股票-工业	1.54%	—	-0.19%
16	MO	Altria Group INC	股票-非周期性消费	1.48%	+0.14%	—
17	BMY	Bristol-myers Squibb Co	股票-医疗保健	1.44%	+0.15%	+7.68%
18	CSCO	Cisco Systems INC	股票-科技	1.44%	-0.12%	—
19	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	1.44%	—	+1.63%
20	XOM	Exxon Mobil CORP	股票-能源	1.41%	—	—
21	VZ	Verizon Communications INC	股票-通信服务	1.39%	+0.21%	—
22	MS	Morgan Stanley	股票-金融	1.39%	—	+3.52%
23	JNJ	Johnson & Johnson	股票-医疗保健	1.37%	+0.16%	+2.73%
24	WFC	Wells Fargo & Co	股票-金融	1.36%	—	+0.94%
25	BLKCHF	Blackrock INC	股票-其他	1.33%	—	-7.64%
26	KSS	Kohls CORP	股票-周期性消费	1.30%	—	+45.04%
27	HYLS	Ft Tactical High Yield ETF	ETF-非投资级债	1.24%	—	—
28	PM	Philip Morris International	股票-非周期性消费	1.24%	—	+241.85%
29	DAL	Delta Air Lines INC	股票-工业	1.19%	—	+7.79%
30	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	1.17%	—	—
31	PFE	Pfizer INC	股票-医疗保健	1.17%	+0.14%	+1.61%
32	CVX	Chevron CORP	股票-能源	1.16%	+0.45%	+1.00%
33	EFV	Ishares Msci Eafe Value ETF	ETF-其他	1.10%	—	+9.71%
34	IWF	Ishares Russell 1000 Growth	ETF-其他	1.09%	—	-2.18%
35	SJM	Jm Smucker Co/the	股票-非周期性消费	1.06%	—	+4.77%
36	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	ETF-政府公债	1.04%	—	—
37	HON	Honeywell International INC	股票-工业	0.98%	—	+5.85%
38	✓	Claymore Exchange Trd Fd Tr	股票-其他	0.94%	—	—
39	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.93%	—	+3.26%
40	CVS	Cvs Health CORP	股票-医疗保健	0.90%	-0.23%	+6.19%
41	BSCZ	Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF	ETF-投资级公司债	0.89%	—	—
42	IWD	Ishares Russell 1000 Value E	ETF-其他	0.83%	—	—
43	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	ETF-政府公债	0.82%	—	—
44	HD	Home Depot INC	股票-周期性消费	0.82%	—	-18.57%
45	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.78%	—	-0.47%
46	PSK	Ss Spdr Ice Pref Sec ETF	ETF-其他	0.78%	—	—
47	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.77%	—	-0.18%
48	SLB	Slb LTD	股票-能源	0.75%	—	+2.42%
49	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.74%	—	+5.94%
50	LOW	Lowe's Cos INC	股票-周期性消费	0.69%	—	—

1–50 of 200

本季持股变动

1834 Investment Advisors Co 于截至 2017-12-31 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	PM	Philip Morris International	+0.8%	+241.85%	加仓
2	TJX	Tjx Companies INC	+0.5%	+765.40%	加仓
3	KSS	Kohls CORP	+0.4%	+45.04%	加仓
4	HN9	Hanesbrands INC	-0.8%	-68.04%	减仓
5	JPM	Jpmorgan Chase & Co	—	NEW	新建仓
6	✓	J P Morgan Chase And Co	—	EXIT	清仓
7	ABBV	Abbvie INC	—	NEW	新建仓
8	DD	DuPont de Nemours, Inc.	—	NEW	新建仓
9	✓	DuPont de Nemours, Inc.	—	EXIT	清仓
10	✓	AbbVie Inc.	—	EXIT	清仓
11	MO	Altria Group INC	—	NEW	新建仓
12	CSCO	Cisco Systems INC	—	NEW	新建仓
13	XOM	Exxon Mobil CORP	—	NEW	新建仓
14	VZ	Verizon Communications INC	—	NEW	新建仓
15	✓	Verizon Communications Inc.	—	EXIT	清仓
16	✓	Exxon Mobil Corporation	—	EXIT	清仓
17	HYLS	Ft Tactical High Yield ETF	—	NEW	新建仓
18	✓	Cisco Systems, Inc.	—	EXIT	清仓
19	SDY	Ss Spdr S&p Dividend ETF	—	NEW	新建仓
20	✓	First Trust Exchange Traded Fu	—	EXIT	清仓
21	✓	SPDR S&P Dividend ETF	—	EXIT	清仓
22	✓	Altria Group, Inc.	—	EXIT	清仓
23	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	NEW	新建仓
24	✓	Claymore Exchange Trd Fd Tr	—	NEW	新建仓
25	✓	Guggenheim BulletShares 2020 C	—	EXIT	清仓
26	BSCZ	Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF	—	NEW	新建仓
27	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	NEW	新建仓
28	✓	Guggenheim BulletShares 2021 C	—	EXIT	清仓
29	PSK	Ss Spdr Ice Pref Sec ETF	—	NEW	新建仓
30	✓	Claymore Exchange Trd Fd T	—	EXIT	清仓
31	✓	Guggenheim BulletShares 2019 C	—	EXIT	清仓
32	LOW	Lowe's Cos INC	—	NEW	新建仓
33	XLK	Ss Technology Select Sector	—	NEW	新建仓
34	✓	Powershares ETF Tr Ii	—	NEW	新建仓
35	FIS	Fidelity National Info Serv	—	NEW	新建仓
36	✓	Claymore Exchange Trd Fd Tr	—	NEW	新建仓
37	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	NEW	新建仓
38	✓	Guggenheim BulletShares 2018 C	—	EXIT	清仓
39	FPE	Ft-preferred Secur & INC ETF	—	NEW	新建仓
40	✓	Claymore Exchange Trd Fd Tr	—	NEW	新建仓
41	✓	Select Sector Spdr Tr	—	EXIT	清仓
42	XLV	Ss Health Care Select Sector	—	NEW	新建仓
43	✓	Guggenheim BulletShares 2023 C	—	EXIT	清仓
44	GOOGL	Alphabet Inc-cl A	—	NEW	新建仓
45	✓	Guggenheim BulletShares 2024 C	—	EXIT	清仓
46	✓	Alphabet Inc.	—	EXIT	清仓
47	XLF	Ss Financial Select Sector	—	NEW	新建仓
48	✓	State Street SPDR Portfolio Nasdaq 100 ETF	—	EXIT	清仓
49	✓	AT & T, Inc. New	—	EXIT	清仓
50	T	At&t INC	—	NEW	新建仓