D. Scott Neal, INC. — Q2 2018 13F 持股

Name: D. Scott Neal, INC. — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001596920

申报总市值

US$2.2亿

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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	MDY	State Street Spdr S&p Midcap	ETF-其他	17.93%	-0.01%	-2.01%
2	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	15.12%	—	+73.71%
3	IWM	Ishares Russell 2000 ETF	ETF-中小型股	12.80%	—	-2.54%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	9.21%	+0.82%	—
5	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-其他	8.23%	—	+145.57%
6	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	7.75%	—	-6.64%
7	VYM	Vanguard High Dvd Yield ETF	ETF-其他	5.80%	—	-7.05%
8	EFA	Ishares Msci Eafe ETF	ETF-其他	4.12%	—	-5.77%
9	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	3.45%	—	-43.39%
10	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	2.79%	—	+118.20%
11	SCHG	Schwab US Large-cap Growth	ETF-其他	1.88%	—	+87.55%
12	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.79%	—	—
13	UWM	Proshares Ultra Russell2000	ETF-其他	0.77%	—	-4.96%
14	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	0.73%	—	-4.53%
15	QLD	Proshares Ultra Qqq	ETF-其他	0.68%	+0.35%	+5.50%
16	T	At&t INC	股票-通信服务	0.65%	—	+10048.18%
17	SCHB	Schwab US Broad Market ETF	ETF-其他	0.63%	—	-4.06%
18	CAT	Caterpillar INC	股票-工业	0.61%	+0.29%	+0.32%
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.55%	+1.76%	-89.86%
20	SSO	Proshares Ultra S&p500	ETF-其他	0.53%	+0.14%	-11.99%
21	SCHC	Schwab Intl Small-cap Equity	ETF-其他	0.53%	—	—
22	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	0.46%	—	—
23	BSCK	Invesco Bulletshares 2020 Co	ETF-其他	0.30%	—	—
24	PFE	Pfizer INC	股票-医疗保健	0.22%	—	—
25	✓	Proshares Tr	股票-其他	0.22%	—	—
26	BBTUSD	Bb&t CORP	股票-其他	0.19%	—	—
27	AEP	American Electric Power Company, Inc.	股票-公用事业	0.18%	—	+67.81%
28	IBM	Intl Business Machines CORP	股票-科技	0.18%	—	-18.35%
29	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.17%	—	—
30	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	0.16%	—	+9.67%
31	ANETEUR	Arista Networks INC	股票-其他	0.16%	—	—
32	DVY	Ishares Select Dividend ETF	ETF-其他	0.13%	—	-0.17%
33	USRT	Ishares Core US Reit ETF	ETF-其他	0.12%	—	+5.14%
34	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	0.12%	—	+8.97%
35	PG	Procter & Gamble Co/the	股票-非周期性消费	0.12%	—	-19.81%
36	CSCO	Cisco Systems INC	股票-科技	0.11%	—	-2.67%
37	CVX	Chevron CORP	股票-能源	0.10%	—	-6.58%
38	XOM	Exxon Mobil CORP	股票-能源	0.10%	—	-1.22%
39	MSFT	Microsoft CORP	股票-科技	0.09%	+0.22%	—
40	GSY	Invesco Ultra Short Duration	ETF-其他	0.09%	—	—
41	WPC	Wp Carey INC	股票-房地产	0.09%	—	—
42	INTC	Intel CORP	股票-科技	0.09%	—	-2.10%
43	DD	DuPont de Nemours, Inc.	股票-其他	0.08%	—	—
44	SPLKCHF	Splunk INC	股票-其他	0.08%	—	—
45	ALXN	Alexion Pharmaceuticals INC	股票-其他	0.08%	—	—
46	KO	Coca-cola Co/the	股票-非周期性消费	0.08%	—	-1.94%
47	JNJ	Johnson & Johnson	股票-医疗保健	0.08%	-0.02%	-13.00%
48	ABBV	Abbvie INC	股票-医疗保健	0.07%	—	-41.29%
49	VNQ	Vanguard Real Estate ETF	ETF-其他	0.06%	—	—
50	WMT	Walmart INC	股票-非周期性消费	0.05%	+0.09%	NEW

1–50 of 64

本季持股变动

D. Scott Neal, INC. 于截至 Q2 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	IGIB	Ishares 5-10y Inv Grade CORP	+6.2%	+73.71%	加仓
2	FLRN	Ss Spdr Bb Ig Float Rt ETF	+4.8%	+145.57%	加仓
3	MTUM	Ishares Msci USA Momentum Fa	+1.5%	+118.20%	加仓
4	SCHG	Schwab US Large-cap Growth	+0.9%	+87.55%	加仓
5	T	At&t INC	+0.6%	+10048.18%	加仓
6	IWM	Ishares Russell 2000 ETF	+0.4%	-2.54%	减仓
7	QLD	Proshares Ultra Qqq	+0.1%	+5.50%	加仓
8	AEP	American Electric Power Company, Inc.	+0.1%	+67.81%	加仓
9	UWM	Proshares Ultra Russell2000	+0.1%	-4.96%	减仓
10	MDY	State Street Spdr S&p Midcap	0%	-2.01%	减仓
11	ABBV	Abbvie INC	-0.1%	-41.29%	减仓
12	SSO	Proshares Ultra S&p500	-0.1%	-11.99%	减仓
13	CAT	Caterpillar INC	-0.1%	+0.32%	加仓
14	IBM	Intl Business Machines CORP	-0.1%	-18.35%	减仓
15	VYM	Vanguard High Dvd Yield ETF	-0.5%	-7.05%	减仓
16	EFA	Ishares Msci Eafe ETF	-0.5%	-5.77%	减仓
17	VWO	Vanguard Ftse Emerging Marke	-1.6%	-6.64%	减仓
18	IEF	Ishares 7-10 Year Treasury B	-2.8%	-43.39%	减仓
19	SPY	Ss Spdr S&p 500 ETF Trust-us	-4.8%	-89.86%	减仓
20	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建仓
21	✓	Powershares Qqq Trust Ser 1	—	EXIT	清仓
22	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
23	QUAL	Ishares Msci USA Quality Fac	—	EXIT	清仓
24	SPDW	Ste Str Spdr Pt Dw EU ETF	—	NEW	新建仓
25	SPEM	State Street Sp Ptf Em ETF	—	EXIT	清仓
26	SCHX	Schwab US Large-cap ETF	—	EXIT	清仓
27	SCHC	Schwab Intl Small-cap Equity	—	NEW	新建仓
28	SCHE	Schwab Emrg Mrkts Eqty ETF	—	EXIT	清仓
29	VSS	Vanguard Ftse All Wo X-us Sc	—	NEW	新建仓
30	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	EXIT	清仓
31	BSCK	Invesco Bulletshares 2020 Co	—	NEW	新建仓
32	PM	Philip Morris International	—	EXIT	清仓
33	AAPL	Apple INC	—	EXIT	清仓
34	MO	Altria Group INC	—	EXIT	清仓
35	AMZN	Amazon.com INC	—	EXIT	清仓
36	GSY	Invesco Ultra Short Duration	—	NEW	新建仓
37	NVDA	Nvidia CORP	—	EXIT	清仓
38	DD	DuPont de Nemours, Inc.	—	NEW	新建仓
39	TSLA	Tesla INC	—	EXIT	清仓
40	IWR	Ishares Russell Mid-cap ETF	—	EXIT	清仓
41	HD	Home Depot INC	—	EXIT	清仓
42	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
43	MDLZ	Mondelez International Inc-a	—	EXIT	清仓
44	BTI	British American Tob-sp Adr	—	EXIT	清仓
45	PEP	Pepsico INC	—	EXIT	清仓
46	ABT	Abbott Laboratories	—	EXIT	清仓
47	PNC	Pnc Financial Services Group	—	EXIT	清仓
48	DIS	Walt Disney Co/the	—	EXIT	清仓
49	MCD	Mcdonald's CORP	—	EXIT	清仓
50	AMT	American Tower CORP	—	EXIT	清仓