Bigelow Investment Advisors, LLC — Q3 2018 13F 持股

Name: Bigelow Investment Advisors, LLC — 13F Holdings, Q3 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729516

申报总市值

US$2.5亿

← 返回最新季度

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	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	7.07%	+0.02%	+0.11%
2	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	3.87%	—	-4.10%
3	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	3.47%	—	-6.06%
4	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	3.25%	+0.27%	+91.07%
5	AAPL	Apple INC	股票-科技	2.89%	-0.18%	-5.78%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.60%	-0.03%	-6.99%
7	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.45%	+0.22%	+0.73%
8	SCHX	Schwab US Large-cap ETF	ETF-其他	2.44%	-0.20%	+9.57%
9	MSFT	Microsoft CORP	股票-科技	1.99%	-0.45%	-15.83%
10	MMM	3m Co	股票-工业	1.78%	—	-6.20%
11	JNJ	Johnson & Johnson	股票-医疗保健	1.71%	+0.23%	-4.39%
12	GVI	Ishares Intermediate Governm	ETF-其他	1.56%	+0.11%	-3.82%
13	CSCO	Cisco Systems INC	股票-科技	1.45%	—	-4.60%
14	XOM	Exxon Mobil CORP	股票-能源	1.43%	+0.31%	-16.52%
15	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.40%	—	-2.86%
16	VGT	Vanguard Info Tech ETF	ETF-科技型	1.37%	—	-6.83%
17	SCHM	Schwab US Mid Cap ETF	ETF-其他	1.33%	—	+2.32%
18	IBM	Intl Business Machines CORP	股票-科技	1.31%	-0.28%	EXIT
19	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	1.25%	—	-0.77%
20	INTC	Intel CORP	股票-科技	1.11%	—	-4.42%
21	DIS	Walt Disney Co/the	股票-通信服务	1.08%	-0.07%	-7.81%
22	GOOG	Alphabet Inc-cl C	股票-通信服务	1.05%	-0.10%	-10.87%
23	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	1.05%	—	+85.48%
24	PFE	Pfizer INC	股票-医疗保健	0.99%	—	-3.88%
25	VZ	Verizon Communications INC	股票-通信服务	0.98%	+0.08%	-5.37%
26	PG	Procter & Gamble Co/the	股票-非周期性消费	0.93%	—	-21.10%
27	UNH	Unitedhealth Group INC	股票-医疗保健	0.93%	-0.08%	-14.33%
28	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.93%	—	-0.96%
29	NEE	Nextera Energy INC	股票-公用事业	0.92%	+0.12%	+0.43%
30	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.89%	—	+0.69%
31	T	At&t INC	股票-通信服务	0.88%	—	-5.21%
32	VHT	Vanguard Health Care ETF	ETF-其他	0.83%	—	—
33	JPM	Jpmorgan Chase & Co	股票-金融	0.80%	-0.10%	+1.32%
34	SCHA	Schwab US Small-cap ETF	ETF-其他	0.79%	—	+0.33%
35	PEP	Pepsico INC	股票-非周期性消费	0.78%	—	-15.78%
36	SCHB	Schwab US Broad Market ETF	ETF-其他	0.78%	-0.16%	+12.48%
37	INTF	Ishares International Equity	ETF-其他	0.75%	—	-0.75%
38	IWN	Ishares Russell 2000 Value E	ETF-中小型股	0.70%	—	-2.46%
39	ORCL	Oracle CORP	股票-科技	0.69%	-0.17%	-12.75%
40	V	Visa Inc-class A Shares	股票-金融	0.67%	—	-11.85%
41	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.66%	—	+0.62%
42	NSC	Norfolk Southern CORP	股票-工业	0.66%	—	-1.79%
43	GD	General Dynamics CORP	股票-工业	0.65%	—	—
44	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.64%	—	+1.16%
45	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.64%	-0.15%	-1.26%
46	IYF	Ishares US Financials ETF	ETF-其他	0.64%	—	-15.53%
47	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.62%	—	-8.39%
48	NKE	Nike INC -cl B	股票-周期性消费	0.62%	—	-7.82%
49	TIP	Ishares Tips Bond ETF	ETF-其他	0.61%	—	+25.44%
50	SCHF	Schwab Intl Equity ETF	ETF-其他	0.59%	—	-1.55%

1–50 of 152

本季持股变动

Bigelow Investment Advisors, LLC 于截至 Q3 2018 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	IBM	Intl Business Machines CORP	+0.5%	+51.62%	加仓
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.4%	+0.11%	加仓
3	AAPL	Apple INC	+0.3%	-5.78%	减仓
4	SCHX	Schwab US Large-cap ETF	+0.3%	+9.57%	加仓
5	PFE	Pfizer INC	+0.1%	-3.88%	减仓
6	IVV	Ishares Core S&p 500 ETF	+0.1%	+71.29%	加仓
7	JNJ	Johnson & Johnson	+0.1%	-4.39%	减仓
8	SCHB	Schwab US Broad Market ETF	+0.1%	+12.48%	加仓
9	VFH	Vanguard Financials ETF	+0.1%	+30.07%	加仓
10	TIP	Ishares Tips Bond ETF	+0.1%	+25.44%	加仓
11	CSCO	Cisco Systems INC	+0.1%	-4.60%	减仓
12	NSC	Norfolk Southern CORP	+0.1%	-1.79%	减仓
13	VHT	Vanguard Health Care ETF	+0.1%	—	不变
14	SCHM	Schwab US Mid Cap ETF	+0.1%	+2.32%	加仓
15	IJH	Ishares Core S&p Midcap ETF	+0.1%	+0.73%	加仓
16	JPM	Jpmorgan Chase & Co	+0.1%	+1.32%	加仓
17	IDXX	Idexx Laboratories INC	+0.1%	-0.31%	减仓
18	LAZ	Lazard, Inc.	-0.1%	-29.82%	减仓
19	SCHE	Schwab Emrg Mrkts Eqty ETF	-0.1%	-8.39%	减仓
20	UNH	Unitedhealth Group INC	-0.1%	-14.33%	减仓
21	BHB	Bar Harbor Bankshares	-0.1%	-12.61%	减仓
22	IYF	Ishares US Financials ETF	-0.1%	-15.53%	减仓
23	IGIB	Ishares 5-10y Inv Grade CORP	-0.1%	+85.48%	加仓
24	GVI	Ishares Intermediate Governm	-0.1%	-3.82%	减仓
25	AEP	American Electric Power Company, Inc.	-0.1%	-29.61%	减仓
26	INTC	Intel CORP	-0.1%	-4.42%	减仓
27	RHI	Robert Half INC	-0.1%	-38.85%	减仓
28	META	Meta Platforms Inc-class A	-0.1%	-2.55%	减仓
29	PEP	Pepsico INC	-0.1%	-15.78%	减仓
30	CVX	Chevron CORP	-0.2%	-25.81%	减仓
31	PG	Procter & Gamble Co/the	-0.2%	-21.10%	减仓
32	IGSB	Ishares 1-5y Inv Grade CORP	-0.2%	+91.07%	加仓
33	VYM	Vanguard High Dvd Yield ETF	-0.2%	-29.53%	减仓
34	VCIT	Vanguard Int-term Corporate	-0.2%	-4.10%	减仓
35	XOM	Exxon Mobil CORP	-0.3%	-16.52%	减仓
36	SCHZ	Schwab US Aggregate Bond ETF	-0.3%	-6.06%	减仓
37	✓		—	EXIT	清仓
38	GIS	General Mills INC	—	NEW	新建仓
39	RES	Rpc INC	—	NEW	新建仓
40	SUSA	Ishares Esg Optimized Msci U	—	NEW	新建仓
41	TLH	Ishares 10-20 Year Treasury	—	EXIT	清仓
42	CVS	Cvs Health CORP	—	NEW	新建仓
43	LOW	Lowe's Cos INC	—	NEW	新建仓
44	BMI	Badger Meter INC	—	NEW	新建仓
45	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
46	IDV	Ishares International Select	—	NEW	新建仓
47	CAT	Caterpillar INC	—	NEW	新建仓
48	BIV	Vanguard Intermediate-term B	—	EXIT	清仓
49	VOX	Vanguard Communication Servi	—	NEW	新建仓
50	LNT	Alliant Energy CORP	—	EXIT	清仓