First Personal Financial Services — Q4 2016 13F 持股

Name: First Personal Financial Services — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633869

申报总市值

US$4.7亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 920 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IWD	Ishares Russell 1000 Value E	ETF-其他	4.62%	—	+69.76%
2	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	2.03%	—	-2.38%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.01%	—	+69.14%
4	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.94%	—	+0.48%
5	NOBL	Proshares S&p 500 Dividend A	ETF-大型股与成长	1.79%	—	-8.01%
6	BABA	Alibaba Group Holding-sp Adr	股票-周期性消费	1.74%	—	+2.57%
7	ACN	Accenture plc	股票-科技	1.70%	—	+0.19%
8	AON	Aon plc	股票-金融	1.64%	—	+1.60%
9	MDT	Medtronic plc	股票-医疗保健	1.57%	—	+6.32%
10	AVGO	Broadcom Inc.	股票-科技	1.57%	—	+2.67%
11	DE	Deere & Co	股票-工业	1.56%	—	-2.44%
12	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.52%	—	+52.93%
13	PWVUSD	Invesco Dynamic Large Cap Va	ETF-大型股与成长	1.49%	—	-2.51%
14	ICLR	ICON Public Limited Company	股票-医疗保健	1.48%	—	+1.61%
15	EDU	New Oriental Education & Technology Group Inc.	股票-非周期性消费	1.44%	—	-7.96%
16	EWL	Ishares Msci Switzerland ETF	ETF-其他	1.40%	—	-2.83%
17	DOX	Amdocs Limited	股票-科技	1.34%	—	+1.52%
18	AEP	American Electric Power Company, Inc.	股票-公用事业	1.33%	—	-1.46%
19	IBM	Intl Business Machines CORP	股票-科技	1.32%	—	+0.95%
20	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	1.31%	—	+9.87%
21	MSFT	Microsoft CORP	股票-科技	1.30%	—	+4.15%
22	WMT	Walmart INC	股票-非周期性消费	1.26%	—	+2.31%
23	HDB	Hdfc Bank Ltd-adr	股票-金融	1.24%	—	+1.61%
24	PFE	Pfizer INC	股票-医疗保健	1.17%	—	-0.82%
25	SCHG	Schwab US Large-cap Growth	ETF-其他	1.17%	—	-1.38%
26	UNUSD	Unilever N V -ny Shares	股票-其他	1.16%	—	+2.14%
27	PG	Procter & Gamble Co/the	股票-非周期性消费	1.14%	—	-1.85%
28	PEP	Pepsico INC	股票-非周期性消费	1.09%	—	+12.37%
29	FMS	Fresenius Medical Care-adr	股票-其他	1.07%	—	—
30	NUE	Nucor CORP	股票-原材料	1.05%	—	+0.56%
31	WM	Waste Management INC	股票-工业	1.02%	—	+0.79%
32	BND	Vanguard Total Bond Market	ETF-其他	0.99%	—	-0.08%
33	NXPI	NXP Semiconductors N.V.	股票-科技	0.98%	—	+2.66%
34	CSCO	Cisco Systems INC	股票-科技	0.97%	—	+0.23%
35	CLX	Clorox Company	股票-非周期性消费	0.94%	—	+1.19%
36	DEO	Diageo Plc-sponsored Adr	股票-非周期性消费	0.92%	—	-2.70%
37	AKX	Ansys INC	股票-其他	0.90%	—	+5.58%
38	ORCL	Oracle CORP	股票-科技	0.90%	—	+3.55%
39	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.85%	—	+26.45%
40	MCD	Mcdonald's CORP	股票-周期性消费	0.84%	—	-0.79%
41	TMO	Thermo Fisher Scientific INC	股票-医疗保健	0.83%	—	+4.99%
42	AAPL	Apple INC	股票-科技	0.82%	—	+35.18%
43	VNQ	Vanguard Real Estate ETF	ETF-其他	0.82%	—	+0.81%
44	BNS	Bank Of Nova Scotia	股票-金融	0.80%	—	+2.62%
45	KRE	Ss Spdr S&p Regional Bank	ETF-其他	0.79%	—	+8.08%
46	EVER	EverQuote, Inc.	股票-其他	0.78%	—	+26.07%
47	AWK	American Water Works Co INC	股票-公用事业	0.78%	—	-4.96%
48	TEVA	Teva Pharmaceutical-sp Adr	股票-医疗保健	0.76%	—	+25.93%
49	RY	Royal Bank Of Canada	股票-金融	0.75%	—	-1.28%
50	TAL	Tal Education Group- Adr	股票-非周期性消费	0.73%	—	+2.47%

1–50 of 200

本季持股变动

First Personal Financial Services 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	IWD	Ishares Russell 1000 Value E	+1.8%	+69.76%	加仓
2	IVV	Ishares Core S&p 500 ETF	+0.7%	+69.14%	加仓
3	IBN	Icici Bank Ltd-spon Adr	+0.5%	+4790.97%	加仓
4	CVS	Cvs Health CORP	+0.5%	+1168.74%	加仓
5	IEMG	Ishares Core Msci Emerging	+0.3%	+52.93%	加仓
6	BAC	Bank Of America CORP	+0.2%	+100.96%	加仓
7	KRE	Ss Spdr S&p Regional Bank	+0.2%	+8.08%	加仓
8	AAPL	Apple INC	+0.2%	+35.18%	加仓
9	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+222.42%	加仓
10	CMCSA	Comcast Corp-class A	+0.1%	+557.49%	加仓
11	CHTR	Charter Communications Inc-a	+0.1%	+3131.25%	加仓
12	UNH	Unitedhealth Group INC	+0.1%	+340.84%	加仓
13	COF	Capital One Financial CORP	+0.1%	+3531.54%	加仓
14	DE	Deere & Co	+0.1%	-2.44%	减仓
15	EVER	EverQuote, Inc.	+0.1%	+26.07%	加仓
16	PNC	Pnc Financial Services Group	+0.1%	+566.61%	加仓
17	NUE	Nucor CORP	+0.1%	+0.56%	加仓
18	GOOGL	Alphabet Inc-cl A	+0.1%	+26.45%	加仓
19	PXDEUR	Pioneer Natural Resources Co	+0.1%	+1333.77%	加仓
20	MO	Altria Group INC	+0.1%	+221.08%	加仓
21	AIG	American International Group	+0.1%	+348.95%	加仓
22	MDLZ	Mondelez International Inc-a	+0.1%	+377.93%	加仓
23	AMZN	Amazon.com INC	+0.1%	+89.56%	加仓
24	IJK	Ishares S&p Mid-cap 400 Grow	+0.1%	+9.87%	加仓
25	ETN	Eaton Corporation plc	+0.1%	+17.43%	加仓
26	MSFT	Microsoft CORP	0%	+4.15%	加仓
27	WM	Waste Management INC	0%	+0.79%	加仓
28	IJH	Ishares Core S&p Midcap ETF	-0.1%	+0.48%	加仓
29	BA	Boeing Co/the	-0.1%	-69.75%	减仓
30	IVE	Ishares S&p 500 Value ETF	-0.1%	-36.51%	减仓
31	PG	Procter & Gamble Co/the	-0.2%	-1.85%	减仓
32	UNUSD	Unilever N V -ny Shares	-0.2%	+2.14%	加仓
33	DEO	Diageo Plc-sponsored Adr	-0.3%	-2.70%	减仓
34	EWL	Ishares Msci Switzerland ETF	-0.3%	-2.83%	减仓
35	AXP	American Express Company	-0.3%	-77.65%	减仓
36	IGIB	Ishares 5-10y Inv Grade CORP	-0.3%	-2.38%	减仓
37	HDB	Hdfc Bank Ltd-adr	-0.4%	+1.61%	加仓
38	NOBL	Proshares S&p 500 Dividend A	-0.4%	-8.01%	减仓
39	MDT	Medtronic plc	-0.4%	+6.32%	加仓
40	EDU	New Oriental Education & Technology Group Inc.	-0.5%	-7.96%	减仓
41	BABA	Alibaba Group Holding-sp Adr	-0.5%	+2.57%	加仓
42	✓		-0.7%	-53.16%	减仓
43	PDM	Piedmont Realty Trust, Inc.	—	EXIT	清仓
44	FMS	Fresenius Medical Care-adr	—	NEW	新建仓
45	CM	Can Imperial Bk Of Commerce	—	NEW	新建仓
46	IHS	Ihs Markit LTD	—	NEW	新建仓
47	RWR	Ss Spdr Dow Jones Reit ETF	—	EXIT	清仓
48	IAUUSD	Ishares Gold Trust	—	EXIT	清仓
49	IWN	Ishares Russell 2000 Value E	—	NEW	新建仓
50	✓		—	EXIT	清仓