Harborview Advisors, LLC — Q1 2018 13F 持股

Name: Harborview Advisors, LLC — 13F Holdings, Q1 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730890

申报总市值

US$1.8亿

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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	SCHF	Schwab Intl Equity ETF	ETF-其他	9.79%	—	+4.16%
2	SCHG	Schwab US Large-cap Growth	ETF-其他	9.32%	—	-3.22%
3	SCHV	Schwab US Large-cap Value	ETF-其他	9.17%	—	-1.93%
4	SRLN	Ss Blackstone Sr Loan ETF	ETF-其他	5.86%	—	-2.73%
5	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	5.70%	—	+3.74%
6	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	5.35%	—	+2.89%
7	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-其他	4.01%	—	-5.33%
8	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-其他	4.00%	—	-2.50%
9	✓	PowerShares CEF Income Composite	股票-其他	3.37%	—	+7.24%
10	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-其他	3.23%	—	-0.20%
11	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-其他	3.19%	—	-3.32%
12	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-其他	3.11%	—	-1.20%
13	✓	Claymore Exchange-traded Fd Wi	股票-其他	2.97%	—	+7.83%
14	✓	Powershares ETF Tr Ii	ETF-其他	2.08%	—	+7.17%
15	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	1.43%	—	-4.75%
16	SCHD	Schwab US Dvd Equity ETF	ETF-其他	1.37%	—	-2.50%
17	DON	Wisdomtree US Midcap Dividen	ETF-其他	1.28%	—	-0.16%
18	AAPL	Apple INC	股票-科技	1.27%	—	+0.23%
19	DES	Wisdomtree US Smallcap Divid	ETF-其他	1.08%	—	+4.01%
20	SCHM	Schwab US Mid Cap ETF	ETF-其他	1.05%	—	+11.10%
21	QQQX	Nuveen Nasdaq 100 Dyn Overwr	股票-其他	1.02%	—	+0.58%
22	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	1.00%	—	-0.40%
23	SCHA	Schwab US Small-cap ETF	ETF-其他	0.89%	—	+15.88%
24	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.87%	—	-4.23%
25	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	0.78%	—	+0.88%
26	IJT	Ishares S&p Small-cap 600 Gr	ETF-其他	0.76%	—	-2.36%
27	✓	Claymore Exchange Trd Fd Tr	股票-其他	0.72%	—	+2.66%
28	✓	Claymore Exchange Trd Fd Tr	股票-其他	0.72%	—	+1.38%
29	✓	Claymore Exchange Trd Fd Tr	股票-其他	0.72%	—	+1.56%
30	IWD	Ishares Russell 1000 Value E	ETF-其他	0.72%	—	-1.55%
31	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	ETF-政府公债	0.72%	—	+0.64%
32	DWX	State Street Spdr S&p Intern	ETF-其他	0.71%	—	+3.72%
33	EDIV	State Street Spdr S&p Emergi	ETF-其他	0.69%	—	+4.09%
34	IWF	Ishares Russell 1000 Growth	ETF-其他	0.66%	—	-5.21%
35	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.63%	—	-2.23%
36	XLF	Ss Financial Select Sector	ETF-其他	0.55%	—	+26.78%
37	✓	Powershares	股票-其他	0.52%	—	-13.37%
38	DBEF	Xtrackers Msci Eafe Hedged E	ETF-其他	0.48%	—	—
39	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-其他	0.44%	—	-12.21%
40	SCHB	Schwab US Broad Market ETF	ETF-其他	0.41%	—	+16.89%
41	RMT	Royce Micro-cap Trust INC	股票-其他	0.37%	—	+1.44%
42	PRFUSD	Invesco Ftse Rafi US 1000 Et	ETF-其他	0.35%	—	—
43	EFA	Ishares Msci Eafe ETF	ETF-其他	0.35%	—	+9.10%
44	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.32%	—	+4.82%
45	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.31%	—	—
46	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.31%	—	—
47	MDY	State Street Spdr S&p Midcap	ETF-其他	0.31%	—	-5.62%
48	PWVUSD	Invesco Dynamic Large Cap Va	ETF-大型股与成长	0.30%	—	+10.43%
49	IDXX	Idexx Laboratories INC	股票-医疗保健	0.30%	—	+13.62%
50	AMZN	Amazon.com INC	股票-周期性消费	0.28%	—	+7.89%

1–50 of 70

本季持股变动

Harborview Advisors, LLC 于截至 Q1 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	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.3%	+2.89%	加仓
2	SCHF	Schwab Intl Equity ETF	+0.2%	+4.16%	加仓
3	SCHA	Schwab US Small-cap ETF	+0.1%	+15.88%	加仓
4	XLF	Ss Financial Select Sector	+0.1%	+26.78%	加仓
5	SCHM	Schwab US Mid Cap ETF	+0.1%	+11.10%	加仓
6	✓	Powershares ETF Tr Ii	+0.1%	+7.17%	加仓
7	IDXX	Idexx Laboratories INC	+0.1%	+13.62%	加仓
8	✓	PowerShares CEF Income Composite	+0.1%	+7.24%	加仓
9	EDIV	State Street Spdr S&p Emergi	+0.1%	+4.09%	加仓
10	AMZN	Amazon.com INC	+0.1%	+7.89%	加仓
11	HEDJ	Wisdomtree Europe Hedged Equ	+0.1%	+30.18%	加仓
12	SCHZ	Schwab US Aggregate Bond ETF	+0.1%	+3.74%	加仓
13	SCHB	Schwab US Broad Market ETF	+0.1%	+16.89%	加仓
14	✓	Powershares ETF Trust	0%	+31.17%	加仓
15	VUG	Vanguard Growth ETF	0%	+11.22%	加仓
16	EFA	Ishares Msci Eafe ETF	0%	+9.10%	加仓
17	IWF	Ishares Russell 1000 Growth	0%	-5.21%	减仓
18	IJK	Ishares S&p Mid-cap 400 Grow	0%	-4.23%	减仓
19	IJS	Ishares S&p Small-cap 600 Va	0%	-2.23%	减仓
20	IWD	Ishares Russell 1000 Value E	0%	-1.55%	减仓
21	IVW	Ishares S&p 500 Growth ETF	-0.1%	-4.75%	减仓
22	✓	Claymore Exchange-traded Fd Wi	-0.1%	+7.83%	加仓
23	HYMB	Ss Spdr N Ice Hy Muni ETF	-0.1%	-12.21%	减仓
24	IVE	Ishares S&p 500 Value ETF	-0.1%	-0.40%	减仓
25	DON	Wisdomtree US Midcap Dividen	-0.1%	-0.16%	减仓
26	SLYG	Ss Spdr S&p 600 Sc Gr ETF	-0.1%	-3.32%	减仓
27	BTZ	Blackrock Credit Allocation	-0.1%	-24.22%	减仓
28	✓	Powershares	-0.1%	-13.37%	减仓
29	DD	DuPont de Nemours, Inc.	-0.1%	-19.05%	减仓
30	SCHD	Schwab US Dvd Equity ETF	-0.1%	-2.50%	减仓
31	SLYV	Ss Spdr S&p 600 Sc Val ETF	-0.1%	-1.20%	减仓
32	SRLN	Ss Blackstone Sr Loan ETF	-0.2%	-2.73%	减仓
33	MDYG	Ss Spdr S&p 400 Mc Gr ETF	-0.2%	-5.33%	减仓
34	SCHG	Schwab US Large-cap Growth	-0.2%	-3.22%	减仓
35	MDYV	Ss Spdr S&p 400 Mc Val ETF	-0.3%	-2.50%	减仓
36	SCHV	Schwab US Large-cap Value	-0.6%	-1.93%	减仓
37	PRFUSD	Invesco Ftse Rafi US 1000 Et	—	NEW	新建仓
38	VWO	Vanguard Ftse Emerging Marke	—	NEW	新建仓
39	SLQD	Ishares 0-5 Yr Inv Grd CORP	—	EXIT	清仓
40	SWK	Stanley Black & Decker INC	—	NEW	新建仓
41	AIG	American International Group	—	EXIT	清仓
42	IGHG	Proshares Ig Hedged	—	NEW	新建仓
43	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	新建仓
44	VPL	Vanguard Ftse Pacific ETF	—	NEW	新建仓
45	SCHX	Schwab US Large-cap ETF	—	NEW	新建仓
46	AFL	Aflac INC	—	EXIT	清仓
47	DSI	Ishares Esg Msci Kld 400 ETF	—	NEW	新建仓
48	VZ	Verizon Communications INC	—	EXIT	清仓
49	AEP	American Electric Power Company, Inc.	—	NEW	新建仓
50	GGB	Gerdau SA -spon Adr	—	EXIT	清仓