FundX Investment Group, LLC — Q2 2016 13F 持股

Name: FundX Investment Group, LLC — 13F Holdings, Q2 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001427261

申报总市值

US$4.1亿

← 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	✓	Powershares ETF Tr Ii	ETF-其他	11.95%	—	+0.13%
2	DVY	Ishares Select Dividend ETF	ETF-其他	11.51%	—	+5.81%
3	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	10.55%	—	—
4	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	7.34%	—	-1.10%
5	QUAL	Ishares Msci USA Quality Fac	ETF-其他	5.36%	—	+5.54%
6	HDV	Ishares Core High Dividend E	ETF-其他	4.82%	—	+1062.58%
7	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	4.28%	—	—
8	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	3.73%	—	+3.59%
9	✓	Powershs Exch Trad Fd	股票-其他	3.67%	—	+2.28%
10	DES	Wisdomtree US Smallcap Divid	ETF-其他	3.55%	—	—
11	XLP	Ss Consumer Staples Sel Sect	ETF-其他	3.38%	—	-4.04%
12	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.16%	—	—
13	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	3.15%	—	—
14	✓	Powershares ETF Trust	ETF-其他	3.10%	—	+47.28%
15	IDU	Ishares US Utilities ETF	ETF-其他	2.89%	—	—
16	GWX	State Street Spdr S&p Intern	ETF-其他	2.85%	—	—
17	GDX	Vaneck Gold Miners ETF	ETF-避险与商品	2.55%	—	—
18	✓		股票-其他	2.41%	—	+143.08%
19	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	1.95%	—	+38.86%
20	VOX	Vanguard Communication Servi	ETF-其他	1.77%	—	+145.66%
21	VDC	Vanguard Consumer Staple ETF	ETF-其他	1.15%	—	+0.32%
22	IGV	Ishares Expanded Tech-softwa	ETF-科技型	1.05%	—	—
23	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.04%	—	—
24	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.93%	—	—
25	AIVL	Wisdomtree US Ai Enhanced Va	ETF-其他	0.52%	—	—
26	SUSA	Ishares Esg Optimized Msci U	ETF-其他	0.38%	—	—
27	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.34%	—	-58.40%
28	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.31%	—	—
29	AEP	American Electric Power Company, Inc.	股票-公用事业	0.15%	—	—
30	HD	Home Depot INC	股票-周期性消费	0.11%	—	—
31	COST	Costco Wholesale CORP	股票-非周期性消费	0.07%	—	—

本季持股变动

FundX Investment Group, LLC 于截至 Q2 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	HDV	Ishares Core High Dividend E	+4.4%	+1062.58%	加仓
2	✓		+1.4%	+143.08%	加仓
3	DVY	Ishares Select Dividend ETF	+1.1%	+5.81%	加仓
4	VOX	Vanguard Communication Servi	+1.1%	+145.66%	加仓
5	✓	Powershares ETF Trust	+1%	+47.28%	加仓
6	✓	Powershares ETF Tr Ii	+0.7%	+0.13%	加仓
7	SCZ	Ishares Msci Eafe Small-cap	+0.5%	+38.86%	加仓
8	✓	Powershs Exch Trad Fd	+0.4%	+2.28%	加仓
9	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.3%	+3.59%	加仓
10	QUAL	Ishares Msci USA Quality Fac	+0.3%	+5.54%	加仓
11	MTUM	Ishares Msci USA Momentum Fa	+0.3%	-1.10%	减仓
12	VDC	Vanguard Consumer Staple ETF	+0.1%	+0.32%	加仓
13	XLP	Ss Consumer Staples Sel Sect	0%	-4.04%	减仓
14	AEP	American Electric Power Company, Inc.	—	—	不变
15	SHY	Ishares 1-3 Year Treasury Bo	-0.5%	-58.40%	减仓
16	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
17	SDY	Ss Spdr S&p Dividend ETF	—	NEW	新建仓
18	✓	Powershares Qqq Trust Ser 1	—	EXIT	清仓
19	EFAV	Ishares Msci Eafe Min Vol Fa	—	EXIT	清仓
20	MBB	Ishares Mbs ETF	—	EXIT	清仓
21	IWF	Ishares Russell 1000 Growth	—	EXIT	清仓
22	IJS	Ishares S&p Small-cap 600 Va	—	NEW	新建仓
23	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
24	DES	Wisdomtree US Smallcap Divid	—	NEW	新建仓
25	BNDX	Vanguard Total Intl Bond ETF	—	NEW	新建仓
26	IJJ	Ishares S&p Mid-cap 400 Valu	—	NEW	新建仓
27	IDU	Ishares US Utilities ETF	—	NEW	新建仓
28	GWX	State Street Spdr S&p Intern	—	NEW	新建仓
29	GDX	Vaneck Gold Miners ETF	—	NEW	新建仓
30	OEF	Ishares S&p 100 ETF	—	EXIT	清仓
31	IGV	Ishares Expanded Tech-softwa	—	NEW	新建仓
32	AGG	Ishares Core U.s. Aggregate	—	NEW	新建仓
33	VBR	Vanguard Small-cap Value ETF	—	NEW	新建仓
34	XLK	Ss Technology Select Sector	—	EXIT	清仓
35	AIVL	Wisdomtree US Ai Enhanced Va	—	NEW	新建仓
36	SMHC	VanEck China Semiconductor ETF	—	EXIT	清仓
37	SUSA	Ishares Esg Optimized Msci U	—	NEW	新建仓
38	GLD	Spdr Gold Shares	—	EXIT	清仓
39	DSI	Ishares Esg Msci Kld 400 ETF	—	NEW	新建仓
40	HD	Home Depot INC	—	NEW	新建仓
41	COST	Costco Wholesale CORP	—	NEW	新建仓

FundX Investment Group, LLC — Q2 2016 13F 持股

CIK: 0001427261

申报总市值

US$4.1亿

← 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	✓	Powershares ETF Tr Ii	ETF-其他	11.95%	—	+0.13%
2	DVY	Ishares Select Dividend ETF	ETF-其他	11.51%	—	+5.81%
3	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	10.55%	—	—
4	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	7.34%	—	-1.10%
5	QUAL	Ishares Msci USA Quality Fac	ETF-其他	5.36%	—	+5.54%
6	HDV	Ishares Core High Dividend E	ETF-其他	4.82%	—	+1062.58%
7	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	4.28%	—	—
8	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	3.73%	—	+3.59%
9	✓	Powershs Exch Trad Fd	股票-其他	3.67%	—	+2.28%
10	DES	Wisdomtree US Smallcap Divid	ETF-其他	3.55%	—	—
11	XLP	Ss Consumer Staples Sel Sect	ETF-其他	3.38%	—	-4.04%
12	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.16%	—	—
13	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	3.15%	—	—
14	✓	Powershares ETF Trust	ETF-其他	3.10%	—	+47.28%
15	IDU	Ishares US Utilities ETF	ETF-其他	2.89%	—	—
16	GWX	State Street Spdr S&p Intern	ETF-其他	2.85%	—	—
17	GDX	Vaneck Gold Miners ETF	ETF-避险与商品	2.55%	—	—
18	✓		股票-其他	2.41%	—	+143.08%
19	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	1.95%	—	+38.86%
20	VOX	Vanguard Communication Servi	ETF-其他	1.77%	—	+145.66%
21	VDC	Vanguard Consumer Staple ETF	ETF-其他	1.15%	—	+0.32%
22	IGV	Ishares Expanded Tech-softwa	ETF-科技型	1.05%	—	—
23	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.04%	—	—
24	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.93%	—	—
25	AIVL	Wisdomtree US Ai Enhanced Va	ETF-其他	0.52%	—	—
26	SUSA	Ishares Esg Optimized Msci U	ETF-其他	0.38%	—	—
27	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.34%	—	-58.40%
28	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.31%	—	—
29	AEP	American Electric Power Company, Inc.	股票-公用事业	0.15%	—	—
30	HD	Home Depot INC	股票-周期性消费	0.11%	—	—
31	COST	Costco Wholesale CORP	股票-非周期性消费	0.07%	—	—

本季持股变动

FundX Investment Group, LLC 于截至 Q2 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	HDV	Ishares Core High Dividend E	+4.4%	+1062.58%	加仓
2	✓		+1.4%	+143.08%	加仓
3	DVY	Ishares Select Dividend ETF	+1.1%	+5.81%	加仓
4	VOX	Vanguard Communication Servi	+1.1%	+145.66%	加仓
5	✓	Powershares ETF Trust	+1%	+47.28%	加仓
6	✓	Powershares ETF Tr Ii	+0.7%	+0.13%	加仓
7	SCZ	Ishares Msci Eafe Small-cap	+0.5%	+38.86%	加仓
8	✓	Powershs Exch Trad Fd	+0.4%	+2.28%	加仓
9	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.3%	+3.59%	加仓
10	QUAL	Ishares Msci USA Quality Fac	+0.3%	+5.54%	加仓
11	MTUM	Ishares Msci USA Momentum Fa	+0.3%	-1.10%	减仓
12	VDC	Vanguard Consumer Staple ETF	+0.1%	+0.32%	加仓
13	XLP	Ss Consumer Staples Sel Sect	0%	-4.04%	减仓
14	AEP	American Electric Power Company, Inc.	—	—	不变
15	SHY	Ishares 1-3 Year Treasury Bo	-0.5%	-58.40%	减仓
16	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
17	SDY	Ss Spdr S&p Dividend ETF	—	NEW	新建仓
18	✓	Powershares Qqq Trust Ser 1	—	EXIT	清仓
19	EFAV	Ishares Msci Eafe Min Vol Fa	—	EXIT	清仓
20	MBB	Ishares Mbs ETF	—	EXIT	清仓
21	IWF	Ishares Russell 1000 Growth	—	EXIT	清仓
22	IJS	Ishares S&p Small-cap 600 Va	—	NEW	新建仓
23	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
24	DES	Wisdomtree US Smallcap Divid	—	NEW	新建仓
25	BNDX	Vanguard Total Intl Bond ETF	—	NEW	新建仓
26	IJJ	Ishares S&p Mid-cap 400 Valu	—	NEW	新建仓
27	IDU	Ishares US Utilities ETF	—	NEW	新建仓
28	GWX	State Street Spdr S&p Intern	—	NEW	新建仓
29	GDX	Vaneck Gold Miners ETF	—	NEW	新建仓
30	OEF	Ishares S&p 100 ETF	—	EXIT	清仓
31	IGV	Ishares Expanded Tech-softwa	—	NEW	新建仓
32	AGG	Ishares Core U.s. Aggregate	—	NEW	新建仓
33	VBR	Vanguard Small-cap Value ETF	—	NEW	新建仓
34	XLK	Ss Technology Select Sector	—	EXIT	清仓
35	AIVL	Wisdomtree US Ai Enhanced Va	—	NEW	新建仓
36	SMHC	VanEck China Semiconductor ETF	—	EXIT	清仓
37	SUSA	Ishares Esg Optimized Msci U	—	NEW	新建仓
38	GLD	Spdr Gold Shares	—	EXIT	清仓
39	DSI	Ishares Esg Msci Kld 400 ETF	—	NEW	新建仓
40	HD	Home Depot INC	—	NEW	新建仓
41	COST	Costco Wholesale CORP	—	NEW	新建仓