Concert Wealth Management Inc. — Q4 2016 13F 持股

Name: Concert Wealth Management Inc. — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001456534

申报总市值

US$2468.8万

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本季完整持股清单

仅显示前 200 大持股（共 491 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AAPL	Apple INC	股票-科技	3.86%	-6.59%	EXIT
2	MSFT	Microsoft CORP	股票-科技	1.56%	-1.05%	EXIT
3	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.56%	+11.33%	+19.15%
4	✓	Powershares Qqq Trust Ser 1	股票-其他	1.53%	-1.58%	EXIT
5	SBUX	Starbucks CORP	股票-周期性消费	1.52%	—	-32.68%
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.52%	-5.12%	EXIT
7	AEP	American Electric Power Company, Inc.	股票-公用事业	1.37%	-0.65%	EXIT
8	CVX	Chevron CORP	股票-能源	1.32%	-2.01%	EXIT
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.13%	+3.10%	-17.66%
10	AMZN	Amazon.com INC	股票-周期性消费	1.12%	-1.02%	EXIT
11	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.10%	-1.30%	EXIT
12	VZ	Verizon Communications INC	股票-通信服务	0.86%	—	-54.37%
13	BAC	Bank Of America CORP	股票-金融	0.84%	-0.96%	EXIT
14	T	At&t INC	股票-通信服务	0.84%	—	-56.91%
15	META	Meta Platforms Inc-class A	股票-通信服务	0.84%	—	-34.10%
16	JNJ	Johnson & Johnson	股票-医疗保健	0.82%	-1.17%	EXIT
17	COST	Costco Wholesale CORP	股票-非周期性消费	0.73%	—	-30.86%
18	BA	Boeing Co/the	股票-工业	0.72%	-0.73%	EXIT
19	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.69%	—	+13.99%
20	NVDA	Nvidia CORP	股票-科技	0.67%	—	-14.41%
21	PDP	Invesco Dwa Momentum ETF	ETF-其他	0.67%	—	-32.35%
22	DIS	Walt Disney Co/the	股票-通信服务	0.66%	-0.52%	EXIT
23	HD	Home Depot INC	股票-周期性消费	0.66%	-0.55%	EXIT
24	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.65%	—	+25.48%
25	XOM	Exxon Mobil CORP	股票-能源	0.60%	-0.60%	EXIT
26	XLE	Ss Energy Select Sector	ETF-其他	0.59%	—	-46.89%
27	GOLD	Gold.com, Inc.	股票-其他	0.58%	—	-38.41%
28	ADBE	Adobe INC	股票-科技	0.58%	—	-17.28%
29	KO	Coca-cola Co/the	股票-非周期性消费	0.56%	—	-25.94%
30	TXN	Texas Instruments INC	股票-科技	0.56%	—	-9.71%
31	JPM	Jpmorgan Chase & Co	股票-金融	0.54%	—	-65.28%
32	✓	Powershares ETF Trust	ETF-其他	0.54%	—	+1.11%
33	PG	Procter & Gamble Co/the	股票-非周期性消费	0.54%	-0.78%	EXIT
34	SCHG	Schwab US Large-cap Growth	ETF-其他	0.54%	—	+1.72%
35	PRFUSD	Invesco Ftse Rafi US 1000 Et	ETF-其他	0.53%	-0.60%	EXIT
36	XLI	Ss Industrial Select Sector	ETF-其他	0.51%	—	-25.33%
37	AMGN	Amgen INC	股票-医疗保健	0.51%	—	-23.71%
38	XLF	Ss Financial Select Sector	ETF-其他	0.51%	—	-14.95%
39	✓	Powershares Fundamental Pure Mid Growth	股票-其他	0.50%	—	+0.50%
40	PFE	Pfizer INC	股票-医疗保健	0.50%	—	-61.10%
41	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公债	0.50%	—	-47.56%
42	QCOM	Qualcomm INC	股票-科技	0.49%	-0.90%	EXIT
43	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.49%	—	-43.71%
44	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.48%	-0.53%	EXIT
45	INTC	Intel CORP	股票-科技	0.48%	-0.66%	EXIT
46	XLK	Ss Technology Select Sector	ETF-科技型	0.47%	-0.70%	EXIT
47	QAI	Nyli Hdg Multi-str Trk ETF	ETF-其他	0.45%	—	+8.38%
48	ZROZ	Pimco 25+ Yr Zero Cpn US Tif	ETF-其他	0.45%	—	+163.31%
49	DVA	Davita INC	股票-医疗保健	0.45%	—	-33.43%
50	UPS	United Parcel Service-cl B	股票-工业	0.45%	—	-25.38%

1–50 of 200

本季持股变动

Concert Wealth Management Inc. 于截至 Q4 2016 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	SBUX	Starbucks CORP	+0.3%	-32.68%	减仓
2	AMZN	Amazon.com INC	+0.2%	-20.90%	减仓
3	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	-54.29%	减仓
4	AAPL	Apple INC	+0.1%	-45.01%	减仓
5	AEP	American Electric Power Company, Inc.	+0.1%	-44.50%	减仓
6	CVX	Chevron CORP	+0.1%	-49.98%	减仓
7	META	Meta Platforms Inc-class A	+0.1%	-34.10%	减仓
8	XLE	Ss Energy Select Sector	0%	-46.89%	减仓
9	GOLD	Gold.com, Inc.	0%	-38.41%	减仓
10	SHV	Ishares 0-1 Year Treasury Bo	0%	-47.56%	减仓
11	PG	Procter & Gamble Co/the	-0.1%	-47.23%	减仓
12	ABBV	Abbvie INC	-0.1%	-50.46%	减仓
13	TLT	Ishares 20+ Year Treasury Bd	-0.1%	-43.71%	减仓
14	BAC	Bank Of America CORP	-0.1%	-63.79%	减仓
15	BA	Boeing Co/the	-0.1%	-60.58%	减仓
16	JPM	Jpmorgan Chase & Co	-0.1%	-65.28%	减仓
17	F	Ford Motor Co	-0.1%	-60.54%	减仓
18	VZ	Verizon Communications INC	-0.1%	-54.37%	减仓
19	IVV	Ishares Core S&p 500 ETF	-0.2%	-53.63%	减仓
20	MCD	Mcdonald's CORP	-0.2%	-70.31%	减仓
21	T	At&t INC	-0.2%	-56.91%	减仓
22	ITOT	Ishares Core S&p Total U.s.	-0.2%	-82.63%	减仓
23	CI	The Cigna Group	-0.2%	-76.90%	减仓
24	SCHD	Schwab U.S. Dividend Equity ETF	-0.2%	-69.00%	减仓
25	BP	Bp Plc-spons Adr	-0.2%	-87.28%	减仓
26	PFE	Pfizer INC	-0.3%	-61.10%	减仓
27	IWM	Ishares Russell 2000 ETF	-0.3%	-44.65%	减仓
28	WFC	Wells Fargo & Co	-0.3%	-75.03%	减仓
29	MRK	Merck & Co. INC.	-0.3%	-73.04%	减仓
30	IYR	Ishares US Real Estate ETF	-0.3%	-90.39%	减仓
31	INTC	Intel CORP	-0.3%	-63.79%	减仓
32	MO	Altria Group INC	-0.3%	-71.79%	减仓
33	CSCO	Cisco Systems INC	-0.3%	-71.72%	减仓
34	NOBL	Proshares S&p 500 Dividend A	-0.4%	-92.81%	减仓
35	XOM	Exxon Mobil CORP	-0.4%	-68.71%	减仓
36	MSFT	Microsoft CORP	-0.5%	-61.49%	减仓
37	PM	Philip Morris International	-0.6%	-84.82%	减仓
38	SPAB	Ss Spdr P Agg Bond ETF	-0.8%	-91.72%	减仓
39	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
40	KHC	Kraft Heinz Co/the	—	EXIT	清仓
41	DOC	Healthpeak Properties, Inc.	—	EXIT	清仓
42	HDV	Ishares Core High Dividend E	—	EXIT	清仓
43	PYPL	Paypal Holdings INC	—	EXIT	清仓
44	APU	Amerigas Partners LP	—	EXIT	清仓
45	✓	Powershares Exchange	—	EXIT	清仓
46	IEF	Ishares 7-10 Year Treasury B	—	EXIT	清仓
47	FUTY	Fidelity Msci US Utilities	—	EXIT	清仓
48	SLF	Sun Life Financial INC	—	EXIT	清仓
49	✓	Arrow Invts Tr	—	EXIT	清仓
50	✓	Rydex ETF Trust	—	EXIT	清仓