Appleton Group, LLC — Q1 2014 13F 持股

Name: Appleton Group, LLC — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001454759

申报总市值

US$2863.4万

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	✓	Powershares Qqq Trust Ser 1	股票-其他	13.11%	—	-6.50%
2	IWD	Ishares Russell 1000 Value E	ETF-其他	12.42%	—	-4.83%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	12.31%	—	-3.69%
4	ACWI	Ishares Msci Acwi ETF	ETF-其他	12.26%	—	-2.57%
5	IYR	Ishares US Real Estate ETF	ETF-其他	11.47%	—	-1.16%
6	IJH	Ishares Core S&p Midcap ETF	ETF-其他	7.24%	—	-6.08%
7	IWO	Ishares Russell 2000 Growth	ETF-中小型股	7.17%	—	-6.01%
8	XLB	Ss Materials Select Sector	ETF-其他	6.31%	—	-6.44%
9	IWN	Ishares Russell 2000 Value E	ETF-中小型股	6.20%	—	-5.64%
10	PFF	Ishares Preferred & Income S	ETF-其他	2.08%	—	+608.78%
11	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	1.75%	—	+475.02%
12	✓	Proshares Tr	股票-其他	1.71%	—	—
13	CWB	Ss Spdr Bb Conv Sec ETF	ETF-其他	1.53%	—	+244.71%
14	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.74%	—	—
15	✓	Integrys Energy Group INC	股票-其他	0.42%	—	—
16	ASB	Associated Banc-corp	股票-金融	0.41%	—	—
17	FDN	First Trust Dj Internet Ind	ETF-其他	0.40%	—	+27.38%
18	XESUSD	Spdr Oil & Gas Equip & Serv	ETF-其他	0.38%	—	+24.31%
19	XLY	Ss Consumer Disc Select Sect	ETF-其他	0.38%	—	+26.88%
20	XHB	Ss Spdr S&p Homebldrs ETF	ETF-其他	0.34%	—	+29.59%
21	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.31%	—	—
22	XLV	Ss Health Care Select Sector	ETF-其他	0.27%	—	—
23	XLF	Ss Financial Select Sector	ETF-其他	0.27%	—	—
24	KIE	Ss Spdr S&p Insurance ETF	ETF-其他	0.27%	—	—
25	XLE	Ss Energy Select Sector	ETF-其他	0.26%	—	—

Appleton Group, LLC 于截至 Q1 2014 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	PFF	Ishares Preferred & Income S	+1.8%	+608.78%	加仓
2	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	+1.4%	+475.02%	加仓
3	CWB	Ss Spdr Bb Conv Sec ETF	+1.1%	+244.71%	加仓
4	XESUSD	Spdr Oil & Gas Equip & Serv	+0.1%	+24.31%	加仓
5	FDN	First Trust Dj Internet Ind	+0.1%	+27.38%	加仓
6	XLY	Ss Consumer Disc Select Sect	+0.1%	+26.88%	加仓
7	XHB	Ss Spdr S&p Homebldrs ETF	+0.1%	+29.59%	加仓
8	IYR	Ishares US Real Estate ETF	-0.2%	-1.16%	减仓
9	IWN	Ishares Russell 2000 Value E	-0.8%	-5.64%	减仓
10	XLB	Ss Materials Select Sector	-0.8%	-6.44%	减仓
11	IJH	Ishares Core S&p Midcap ETF	-0.8%	-6.08%	减仓
12	IWO	Ishares Russell 2000 Growth	-1%	-6.01%	减仓
13	ACWI	Ishares Msci Acwi ETF	-1.1%	-2.57%	减仓
14	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.3%	-3.69%	减仓
15	IWD	Ishares Russell 1000 Value E	-1.3%	-4.83%	减仓
16	✓	Powershares Qqq Trust Ser 1	-2%	-6.50%	减仓
17	✓	Proshares Tr	—	NEW	新建仓
18	VCSH	Vanguard S/t CORP Bond ETF	—	NEW	新建仓
19	✓	Integrys Energy Group INC	—	NEW	新建仓
20	ASB	Associated Banc-corp	—	NEW	新建仓
21	SCHZ	Schwab US Aggregate Bond ETF	—	NEW	新建仓
22	XLF	Ss Financial Select Sector	—	NEW	新建仓
23	XLV	Ss Health Care Select Sector	—	NEW	新建仓
24	KIE	Ss Spdr S&p Insurance ETF	—	NEW	新建仓
25	XLE	Ss Energy Select Sector	—	NEW	新建仓