HighTower Advisors, LLC — Q1 2014 13F 持股

Name: HighTower Advisors, LLC — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001462245

申报总市值

US$942.2亿

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本季完整持股清单

仅显示前 200 大持股（共 1464 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	1.81%	—	+57.54%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.74%	+0.43%	-73.61%
3	JNJ	Johnson & Johnson	股票-医疗保健	1.61%	+1.83%	+1.21%
4	XOM	Exxon Mobil CORP	股票-能源	1.48%	+0.23%	+1.62%
5	MSFT	Microsoft CORP	股票-科技	1.20%	-0.66%	+6.61%
6	UPS	United Parcel Service-cl B	股票-工业	1.18%	—	+0.49%
7	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	1.15%	—	+9.24%
8	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.09%	—	+10.19%
9	EPD	Enterprise Products Partners	股票-能源	1.07%	—	+3.35%
10	MRK	Merck & Co. INC.	股票-医疗保健	0.93%	—	+3.60%
11	PG	Procter & Gamble Co/the	股票-非周期性消费	0.86%	—	+0.34%
12	WEP	Magellan Midstream Partners	股票-其他	0.84%	—	-1.35%
13	PAA	Plains All Amer Pipeline LP	股票-能源	0.84%	—	+3.12%
14	IBM	Intl Business Machines CORP	股票-科技	0.82%	-0.11%	+12.91%
15	PFE	Pfizer INC	股票-医疗保健	0.82%	—	+26.62%
16	QCOM	Qualcomm INC	股票-科技	0.82%	-0.07%	+1.18%
17	T	At&t INC	股票-通信服务	0.81%	—	+4.01%
18	CVX	Chevron CORP	股票-能源	0.80%	+0.21%	+2.00%
19	AEP	American Electric Power Company, Inc.	股票-公用事业	0.71%	—	+10.50%
20	JPM	Jpmorgan Chase & Co	股票-金融	0.69%	-0.11%	-3.78%
21	INTC	Intel CORP	股票-科技	0.69%	—	+11.90%
22	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.67%	—	+6.76%
23	IWF	Ishares Russell 1000 Growth	ETF-其他	0.65%	-0.08%	+17.18%
24	ET	Energy Transfer LP	股票-能源	0.64%	—	+109.36%
25	GOOG	Alphabet A	股票-通信服务	0.63%	—	-1.77%
26	WFC	Wells Fargo & Co	股票-金融	0.63%	-0.08%	+1.14%
27	VZ	Verizon Communications INC	股票-通信服务	0.63%	+0.04%	+40.59%
28	PEP	Pepsico INC	股票-非周期性消费	0.63%	+0.07%	+2.01%
29	MCD	Mcdonald's CORP	股票-周期性消费	0.60%	—	+7.99%
30	WMB	Williams Cos INC	股票-能源	0.59%	—	+30.81%
31	✓	Tesoro Logistics LP	股票-其他	0.54%	—	+4.51%
32	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.54%	—	+276.22%
33	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.51%	—	+52.45%
34	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.49%	-0.14%	-3.44%
35	AWK	American Water Works Co INC	股票-公用事业	0.49%	—	+2.79%
36	PM	Philip Morris International	股票-非周期性消费	0.47%	—	+19.43%
37	MO	Altria Group INC	股票-非周期性消费	0.46%	—	+4.58%
38	GLD	Spdr Gold Shares	ETF-避险与商品	0.46%	—	-1.53%
39	KO	Coca-cola Co/the	股票-非周期性消费	0.46%	—	+43.54%
40	KMB	Kimberly-clark CORP	股票-非周期性消费	0.45%	—	-1.11%
41	CBOE	Cboe Global Markets INC	股票-金融	0.45%	—	-23.36%
42	TXN	Texas Instruments INC	股票-科技	0.44%	—	+6.09%
43	CL	Colgate-palmolive Co	股票-非周期性消费	0.44%	—	+0.24%
44	OKE	Oneok INC	股票-能源	0.43%	—	-0.30%
45	NVS	Novartis Ag-sponsored Adr	股票-医疗保健	0.42%	—	+46.52%
46	FDX	Fedex CORP	股票-工业	0.41%	—	+19.96%
47	SLB	Slb LTD	股票-能源	0.40%	—	-12.87%
48	OXY	Occidental Petroleum CORP	股票-能源	0.39%	—	+4.82%
49	MMM	3m Co	股票-工业	0.38%	—	-0.19%
50	BAC	Bank Of America CORP	股票-金融	0.38%	-0.07%	+32.46%

1–50 of 200

本季持股变动

HighTower Advisors, LLC 于截至 Q1 2014 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	AGG	Ishares Core U.s. Aggregate	+0.4%	+276.22%	加仓
2	IWM	Ishares Russell 2000 ETF	+0.3%	+52.45%	加仓
3	EDD	Morgan Stanley Emrg Mrk Dom	+0.2%	+629.79%	加仓
4	PFE	Pfizer INC	+0.2%	+26.62%	加仓
5	VZ	Verizon Communications INC	+0.1%	+40.59%	加仓
6	WMB	Williams Cos INC	+0.1%	+30.81%	加仓
7	NVS	Novartis Ag-sponsored Adr	+0.1%	+46.52%	加仓
8	ITB	Ishares U.s. Home Constructi	+0.1%	+2223.27%	加仓
9	TEVA	Teva Pharmaceutical-sp Adr	+0.1%	+98.09%	加仓
10	MSFT	Microsoft CORP	+0.1%	+6.61%	加仓
11	IWD	Ishares Russell 1000 Value E	+0.1%	+56.08%	加仓
12	AAPL	Apple INC	+0.1%	+57.54%	加仓
13	MRK	Merck & Co. INC.	+0.1%	+3.60%	加仓
14	BAC	Bank Of America CORP	+0.1%	+32.46%	加仓
15	KO	Coca-cola Co/the	+0.1%	+43.54%	加仓
16	FLOT	Ishares Floating Rate Bond E	+0.1%	+213.53%	加仓
17	IGSB	Ishares 1-5y Inv Grade CORP	+0.1%	+46.25%	加仓
18	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	+0.1%	+154.40%	加仓
19	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	+0.1%	+247.63%	加仓
20	ET	Energy Transfer LP	+0.1%	+109.36%	加仓
21	IWL	Ishares Russell Top 200 ETF	+0.1%	+34.79%	加仓
22	SCHD	Schwab U.S. Dividend Equity ETF	+0.1%	+9.24%	加仓
23	IBM	Intl Business Machines CORP	+0.1%	+12.91%	加仓
24	IWF	Ishares Russell 1000 Growth	+0.1%	+17.18%	加仓
25	INTC	Intel CORP	+0.1%	+11.90%	加仓
26	✓	Tesoro Logistics LP	+0.1%	+4.51%	加仓
27	VIG	Vanguard Dividend Apprec ETF	+0.1%	+10.19%	加仓
28	JNJ	Johnson & Johnson	0%	+1.21%	加仓
29	✓	Linkedin CORP	-0.1%	-87.10%	减仓
30	HMC	Honda Motor Co Ltd-spons Adr	-0.1%	-93.91%	减仓
31	RIG	Transocean Ltd.	-0.1%	-63.74%	减仓
32	EEM	Ishares Msci Emerging Market	-0.1%	-49.98%	减仓
33	EWW	Ishares Msci Mexico ETF	-0.1%	-61.98%	减仓
34	✓		-0.1%	-44.52%	减仓
35	CELG	Celgene CORP	-0.1%	-8.91%	减仓
36	KRE	Ss Spdr S&p Regional Bank	-0.1%	-51.06%	减仓
37	CSCO	Cisco Systems INC	-0.1%	-27.69%	减仓
38	VCSH	Vanguard S/t CORP Bond ETF	-0.1%	-69.27%	减仓
39	FCX	Freeport-mcmoran INC	-0.1%	-51.26%	减仓
40	GILD	Gilead Sciences INC	-0.1%	-20.67%	减仓
41	SCHF	Schwab Intl Equity ETF	-0.2%	-42.72%	减仓
42	AMLPUSD	Alerian Mlp ETF	-0.2%	-41.20%	减仓
43	HDV	Ishares Core High Dividend E	-0.3%	-80.54%	减仓
44	DXJ	Wisdomtree Japan Hedged Eq	-0.3%	-66.92%	减仓
45	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.5%	-73.61%	减仓
46	VOD	Vodafone Group Public Limited Company	—	EXIT	清仓
47	MUSA	Murphy USA INC	—	NEW	新建仓
48	DBEF	Xtrackers Msci Eafe Hedged E	—	NEW	新建仓
49	✓	Zeltiq Aesthetics INC	—	NEW	新建仓
50	ILF	Ishares Latin America 40 ETF	—	EXIT	清仓