HighTower Advisors, LLC — Q4 2019 13F 持股

Name: HighTower Advisors, LLC — 13F Holdings, Q4 2019
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 2138 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.90%	+0.43%	+33.64%
2	MSFT	Microsoft CORP	股票-科技	2.41%	-0.66%	-2.62%
3	XOM	Exxon Mobil CORP	股票-能源	2.29%	+0.23%	-4.20%
4	JNJ	Johnson & Johnson	股票-医疗保健	1.24%	+1.83%	-1.45%
5	JPM	Jpmorgan Chase & Co	股票-金融	1.23%	-0.11%	+2.21%
6	SCL	Stepan Co	股票-其他	1.22%	—	+0.24%
7	IWF	Ishares Russell 1000 Growth	ETF-其他	0.99%	-0.08%	+2.77%
8	MRK	Merck & Co. INC.	股票-医疗保健	0.95%	—	+3.28%
9	MCD	Mcdonald's CORP	股票-周期性消费	0.93%	—	-3.10%
10	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.88%	—	+9.86%
11	T	At&t INC	股票-通信服务	0.86%	—	-3.60%
12	PG	Procter & Gamble Co/the	股票-非周期性消费	0.84%	—	+0.77%
13	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.82%	—	+15.38%
14	VZ	Verizon Communications INC	股票-通信服务	0.78%	+0.04%	+0.11%
15	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.74%	—	-6.36%
16	WFC	Wells Fargo & Co	股票-金融	0.73%	-0.08%	+3.14%
17	INTC	Intel CORP	股票-科技	0.71%	—	-2.38%
18	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.69%	-0.18%	+5.59%
19	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.68%	+0.20%	+1.89%
20	KO	Coca-cola Co/the	股票-非周期性消费	0.63%	—	+0.15%
21	HD	Home Depot INC	股票-周期性消费	0.62%	—	+5.73%
22	CVX	Chevron CORP	股票-能源	0.62%	+0.21%	+7.42%
23	DIS	Walt Disney Co/the	股票-通信服务	0.62%	-0.06%	+5.46%
24	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.62%	—	+13.93%
25	META	Meta Platforms Inc-class A	股票-通信服务	0.61%	-0.14%	-1.51%
26	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.61%	—	+10.90%
27	COST	Costco Wholesale CORP	股票-非周期性消费	0.60%	+0.06%	+4.94%
28	GLD	Spdr Gold Shares	ETF-避险与商品	0.58%	—	+5.61%
29	PEP	Pepsico INC	股票-非周期性消费	0.57%	+0.07%	-4.81%
30	IWD	Ishares Russell 1000 Value E	ETF-其他	0.57%	—	+6.01%
31	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.56%	—	+23.52%
32	UPS	United Parcel Service-cl B	股票-工业	0.56%	—	+0.22%
33	VNQ	Vanguard Real Estate ETF	ETF-其他	0.54%	—	+12.55%
34	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.54%	—	+7.47%
35	V	Visa Inc-class A Shares	股票-金融	0.54%	-0.10%	+2.70%
36	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.52%	—	+20.18%
37	GOOG	Alphabet Inc-cl C	股票-通信服务	0.52%	-0.08%	+2.75%
38	SCHF	Schwab Intl Equity ETF	ETF-其他	0.52%	—	+31.42%
39	VUG	Vanguard Growth ETF	ETF-其他	0.51%	-0.10%	-8.64%
40	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.51%	—	-2.41%
41	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.51%	—	+12.06%
42	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.49%	—	+6.74%
43	EPD	Enterprise Products Partners	股票-能源	0.49%	—	-2.40%
44	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.47%	—	+17.13%
45	IBM	Intl Business Machines CORP	股票-科技	0.46%	-0.11%	+12.35%
46	CSCO	Cisco Systems INC	股票-科技	0.45%	—	+4.28%
47	WMT	Walmart INC	股票-非周期性消费	0.44%	—	+5.50%
48	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.44%	—	+21.03%
49	BX	Blackstone INC	股票-金融	0.43%	—	+0.60%
50	IWB	Ishares Russell 1000 ETF	ETF-其他	0.41%	—	+145.06%

1–50 of 200

本季持股变动

HighTower Advisors, LLC 于截至 Q4 2019 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	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.5%	+33.64%	加仓
2	MSFT	Microsoft CORP	+0.5%	-2.62%	减仓
3	JPM	Jpmorgan Chase & Co	+0.3%	+2.21%	加仓
4	IWB	Ishares Russell 1000 ETF	+0.3%	+145.06%	加仓
5	JNJ	Johnson & Johnson	+0.2%	-1.45%	减仓
6	EFA	Ishares Msci Eafe ETF	+0.2%	+99.82%	加仓
7	IJR	Ishares Core S&p Small-cap E	+0.2%	+15.38%	加仓
8	IWF	Ishares Russell 1000 Growth	+0.2%	+2.77%	加仓
9	BMY	Bristol-myers Squibb Co	+0.2%	+21.03%	加仓
10	SCL	Stepan Co	+0.2%	+0.24%	加仓
11	SCHF	Schwab Intl Equity ETF	+0.2%	+31.42%	加仓
12	VOO	Vanguard S&p 500 ETF	+0.2%	+23.52%	加仓
13	VIG	Vanguard Dividend Apprec ETF	+0.2%	+9.86%	加仓
14	MRK	Merck & Co. INC.	+0.2%	+3.28%	加仓
15	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+13.93%	加仓
16	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.2%	+20.18%	加仓
17	VTV	Vanguard Value ETF	+0.1%	+44.34%	加仓
18	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+10.90%	加仓
19	UNH	Unitedhealth Group INC	+0.1%	+13.63%	加仓
20	IVW	Ishares S&p 500 Growth ETF	+0.1%	+17.13%	加仓
21	VGK	Vanguard Ftse Europe ETF	+0.1%	+12.06%	加仓
22	VWO	Vanguard Ftse Emerging Marke	+0.1%	+17.24%	加仓
23	ITB	Ishares U.s. Home Constructi	+0.1%	+614.22%	加仓
24	XOM	Exxon Mobil CORP	+0.1%	-4.20%	减仓
25	MCD	Mcdonald's CORP	0%	-3.10%	减仓
26	AMJEUR	Jpmorgan Alerian Mlp Index	-0.1%	-39.34%	减仓
27	MPC	Marathon Petroleum CORP	-0.1%	-59.00%	减仓
28	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	清仓
29	AAPL	Apple INC	—	EXIT	清仓
30	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
31	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
32	AMZN	Amazon.com INC	—	EXIT	清仓
33	BAC	Bank Of America CORP	—	EXIT	清仓
34	BA	Boeing Co/the	—	EXIT	清仓
35	AMGN	Amgen INC	—	EXIT	清仓
36	ABT	Abbott Laboratories	—	EXIT	清仓
37	AXP	American Express Co	—	EXIT	清仓
38	APD	Air Products & Chemicals INC	—	EXIT	清仓
39	AWK	American Water Works Co INC	—	EXIT	清仓
40	ADP	Automatic Data Processing	—	EXIT	清仓
41	TGT	Target CORP	—	EXIT	清仓
42	FPE	Ft-preferred Secur & INC ETF	—	EXIT	清仓
43	TFC	Truist Financial CORP	—	NEW	新建仓
44	✓		—	EXIT	清仓
45	FDN	First Trust Dj Internet Ind	—	EXIT	清仓
46	BBTUSD	Bb&t CORP	—	EXIT	清仓
47	ADM	Archer-daniels-midland Co	—	EXIT	清仓
48	CELG	Celgene CORP	—	EXIT	清仓
49	AVGO 8 09-30-22 A	Broadcom INC	—	NEW	新建仓
50	BP	Bp Plc-spons Adr	—	EXIT	清仓