IHT Wealth Management, LLC — Q4 2017 13F 持股

Name: IHT Wealth Management, LLC — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697490

申报总市值

US$43.0亿

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本季完整持股清单

仅显示前 200 大持股（共 1755 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	3.15%	-0.29%	+69.20%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.91%	—	+486.89%
3	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	1.66%	—	+2.66%
4	HDV	Ishares Core High Dividend E	ETF-其他	1.37%	—	+18.86%
5	IWD	Ishares Russell 1000 Value E	ETF-其他	1.37%	—	+28.94%
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.25%	-1.00%	EXIT
7	FTC	First Trust Large Cap Growth	ETF-大型股与成长	1.22%	—	-3.90%
8	SUB	Ishares Short-term National	ETF-其他	1.08%	—	+2.19%
9	AMZN	Amazon.com INC	股票-周期性消费	1.05%	—	+16.32%
10	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.01%	—	+11.03%
11	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.92%	—	+67.68%
12	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.89%	—	+0.03%
13	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.89%	—	+64.33%
14	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.83%	—	+902.02%
15	IWF	Ishares Russell 1000 Growth	ETF-其他	0.82%	—	+5.10%
16	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.81%	—	+12166.88%
17	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.79%	—	+15.22%
18	T	At&t INC	股票-通信服务	0.79%	—	+70.71%
19	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.76%	—	+124.05%
20	MSFT	Microsoft CORP	股票-科技	0.70%	-0.25%	+91.09%
21	✓	Powershares Qqq Trust Ser 1	股票-其他	0.66%	—	+28.29%
22	META	Meta Platforms Inc-class A	股票-通信服务	0.65%	—	+120.45%
23	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.60%	—	+16.15%
24	FEZ	State Street Spdr Euro Stoxx	ETF-其他	0.59%	—	+1.88%
25	IUSV	Ishares Core S&p U.s. Value	ETF-其他	0.59%	—	+17.27%
26	IEUS	Ishares Msci Europe Small-ca	ETF-其他	0.58%	—	+12.89%
27	HD	Home Depot INC	股票-周期性消费	0.57%	—	+28.96%
28	IYM	Ishares U.s. Basic Materials	ETF-其他	0.56%	—	+204.25%
29	VZ	Verizon Communications INC	股票-通信服务	0.56%	—	+39.80%
30	ABBV	Abbvie INC	股票-医疗保健	0.55%	—	+36.18%
31	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.54%	—	+8681.52%
32	DIS	Walt Disney Co/the	股票-通信服务	0.54%	—	+9.78%
33	FVD	First Trust Value Line Dvd	ETF-其他	0.53%	—	+28.15%
34	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.53%	—	+55.04%
35	JPM	Jpmorgan Chase & Co	股票-金融	0.53%	—	+66.68%
36	FXL	First Trust Technology Alpha	ETF-科技型	0.53%	—	+2.44%
37	FXN	First Trust Energy Alphadex	ETF-其他	0.53%	—	+3.15%
38	DNP	Dnp Select Income Fund INC	股票-金融	0.53%	—	+14.87%
39	VHT	Vanguard Health Care ETF	ETF-其他	0.52%	—	+18.56%
40	XOM	Exxon Mobil CORP	股票-能源	0.51%	+0.14%	+6.64%
41	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.51%	—	+6.07%
42	FXO	First Trust Financial Alphad	ETF-其他	0.51%	—	+5.42%
43	GOOG	Alphabet Inc-cl C	股票-通信服务	0.50%	—	+58.14%
44	JNJ	Johnson & Johnson	股票-医疗保健	0.48%	—	+52.64%
45	VUG	Vanguard Growth ETF	ETF-其他	0.48%	—	+11.10%
46	VNLA	Janus Henderson Short Durati	ETF-其他	0.45%	—	+6.94%
47	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.45%	—	+722.79%
48	MO	Altria Group INC	股票-非周期性消费	0.43%	—	+65.89%
49	BIV	Vanguard Intermediate-term B	ETF-其他	0.42%	—	+1.50%
50	GILD	Gilead Sciences INC	股票-医疗保健	0.41%	—	+118.47%

1–50 of 200

本季持股变动

IHT Wealth Management, LLC 于截至 Q4 2017 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	IVV	Ishares Core S&p 500 ETF	+2.2%	+486.89%	加仓
2	USMV	Ishares Msci USA Min Vol Fac	+0.8%	+12166.88%	加仓
3	IVW	Ishares S&p 500 Growth ETF	+0.7%	+902.02%	加仓
4	DIA	Ss Spdr Dow Jones Indus Avg	+0.5%	+8681.52%	加仓
5	AAPL	Apple INC	+0.5%	+69.20%	加仓
6	IWS	Ishares Russell Mid-cap Valu	+0.4%	+722.79%	加仓
7	VIOV	Vanguard S&p Small-cap 600 V	+0.4%	+4714.90%	加仓
8	FSICUSD	Fs Kkr Capital CORP	+0.3%	+15912.39%	加仓
9	IYM	Ishares U.s. Basic Materials	+0.3%	+204.25%	加仓
10	HN9	Hanesbrands INC	+0.3%	+2013.89%	加仓
11	VTI	Vanguard Total Stock Mkt ETF	+0.3%	+124.05%	加仓
12	PCYUSD	Invesco Emerging Markets Sov	+0.3%	+326.45%	加仓
13	IJS	Ishares S&p Small-cap 600 Va	+0.3%	+1151.45%	加仓
14	META	Meta Platforms Inc-class A	+0.2%	+120.45%	加仓
15	DGRW	Wisdomtree U.s. Quality Divi	+0.2%	+1475.52%	加仓
16	GT	Goodyear Tire & Rubber Co	+0.2%	+3447.88%	加仓
17	MAIN	Main Street Capital CORP	+0.2%	+10800.00%	加仓
18	MSFT	Microsoft CORP	+0.2%	+91.09%	加仓
19	ITA	Ishares U.s. Aerospace & Def	+0.2%	+430.78%	加仓
20	VOO	Vanguard S&p 500 ETF	+0.2%	+1370.48%	加仓
21	LEG	Leggett & Platt, Incorporated	+0.2%	+210.42%	加仓
22	VXUS	Vanguard Total Intl Stock	+0.2%	+271.00%	加仓
23	ITOT	Ishares Core S&p Total U.s.	+0.2%	+219.23%	加仓
24	BAC	Bank Of America CORP	+0.2%	+149.93%	加仓
25	GOOGL	Alphabet Inc-cl A	+0.1%	+67.68%	加仓
26	PFE	Pfizer INC	+0.1%	+144.26%	加仓
27	IEMG	Ishares Core Msci Emerging	+0.1%	+135.13%	加仓
28	IJH	Ishares Core S&p Midcap ETF	+0.1%	+64.33%	加仓
29	JPM	Jpmorgan Chase & Co	+0.1%	+66.68%	加仓
30	GILD	Gilead Sciences INC	+0.1%	+118.47%	加仓
31	T	At&t INC	+0.1%	+70.71%	加仓
32	GOOG	Alphabet Inc-cl C	+0.1%	+58.14%	加仓
33	MO	Altria Group INC	+0.1%	+65.89%	加仓
34	BRK-B	Berkshire Hathaway Inc-cl B	0%	+55.04%	加仓
35	JNJ	Johnson & Johnson	—	+52.64%	加仓
36	HD	Home Depot INC	0%	+28.96%	加仓
37	✓	Powershares Qqq Trust Ser 1	-0.1%	+28.29%	加仓
38	AMZN	Amazon.com INC	-0.1%	+16.32%	加仓
39	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	+26.26%	加仓
40	IWD	Ishares Russell 1000 Value E	-0.2%	+28.94%	加仓
41	HDV	Ishares Core High Dividend E	-0.4%	+18.86%	加仓
42	✓	Rydex ETF Trust	—	NEW	新建仓
43	SMHC	VanEck China Semiconductor ETF	—	NEW	新建仓
44	IVOO	Vanguard S&p Mid-cap 400 ETF	—	NEW	新建仓
45	VIOG	Vanguard S&p Sm Cap 600 Grw	—	NEW	新建仓
46	GVIP	Gold Sachs Hedge Ind Vip ETF	—	NEW	新建仓
47	✓	Oppenheimer Rev Weighted ETF	—	NEW	新建仓
48	FNY	First Trust Mid Cap Growth	—	NEW	新建仓
49	EZM	Wisdomtree US Midcap Fund	—	NEW	新建仓
50	P	Everpure Inc-a	—	NEW	新建仓