Insight 2811, INC. — Q4 2017 13F 持股

Name: Insight 2811, INC. — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001334952

申报总市值

US$2.4亿

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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	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	13.33%	-0.08%	-1.77%
2	IWD	Ishares Russell 1000 Value E	ETF-其他	11.00%	-0.09%	-1.53%
3	IWF	Ishares Russell 1000 Growth	ETF-其他	9.89%	-0.25%	-1.79%
4	VCLT	Vanguard Long-term CORP Bond	ETF-投资级公司债	9.30%	—	-3.99%
5	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	8.14%	—	-5.56%
6	IWP	Ishares Russell Mid-cap Grow	ETF-其他	7.71%	-0.11%	-1.87%
7	IWS	Ishares Russell Mid-cap Valu	ETF-其他	4.09%	—	-2.10%
8	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	2.55%	—	—
9	FBIN	Fortune Brands Innovations I	股票-工业	1.61%	-0.14%	-0.95%
10	FLR	Fluor CORP	股票-工业	1.20%	—	-13.83%
11	PM	Philip Morris International	股票-非周期性消费	1.12%	—	-5.23%
12	JNJ	Johnson & Johnson	股票-医疗保健	1.09%	+0.07%	-4.93%
13	WPC	Wp Carey INC	股票-房地产	1.05%	—	+1.47%
14	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	ETF-其他	1.03%	—	—
15	PFE	Pfizer INC	股票-医疗保健	0.93%	-0.14%	EXIT
16	T	At&t INC	股票-通信服务	0.88%	—	+40.85%
17	ELV	Elevance Health INC	股票-医疗保健	0.84%	—	-1.94%
18	KO	The Coca-Cola Company	股票-非周期性消费	0.80%	—	-0.23%
19	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.79%	-0.32%	-73.76%
20	QCOM	Qualcomm INC	股票-科技	0.79%	—	+2.45%
21	AMLPUSD	Alerian Mlp ETF	ETF-其他	0.77%	—	-46.64%
22	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.74%	—	-2.19%
23	WMT	Walmart INC	股票-非周期性消费	0.72%	—	-0.66%
24	ORCL	Oracle CORP	股票-科技	0.70%	-0.13%	+2.13%
25	JNP	Juniper Networks INC	股票-其他	0.70%	—	+39.38%
26	IBM	Intl Business Machines CORP	股票-科技	0.69%	-0.09%	-4.69%
27	TPR	Tapestry INC	股票-周期性消费	0.68%	—	—
28	IWN	Ishares Russell 2000 Value E	ETF-中小型股	0.68%	—	-2.05%
29	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.63%	-0.15%	-5.41%
30	MWA	Mueller Water Products Inc-a	股票-工业	0.63%	—	+116.19%
31	PG	Procter & Gamble Co/the	股票-非周期性消费	0.63%	—	-2.72%
32	TGT	Target CORP	股票-周期性消费	0.62%	+0.05%	-1.59%
33	CSCO	Cisco Systems INC	股票-科技	0.60%	—	+0.54%
34	VIAB	Viacom Inc-class B	股票-其他	0.60%	—	+0.37%
35	AEP	American Electric Power Company, Inc.	股票-公用事业	0.57%	—	+22.64%
36	✓	Third Pt Reins LTD	股票-其他	0.56%	—	-2.25%
37	SLB	Slb LTD	股票-能源	0.56%	—	—
38	AAPL	Apple INC	股票-科技	0.54%	-0.10%	-21.15%
39	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.52%	—	-7.03%
40	DEO	Diageo Plc-sponsored Adr	股票-非周期性消费	0.51%	—	—
41	CVS	Cvs Health CORP	股票-医疗保健	0.51%	—	-23.31%
42	TAP	Molson Coors Beverage Co - B	股票-非周期性消费	0.50%	—	—
43	EMR	Emerson Electric Co	股票-工业	0.48%	—	-2.63%
44	RDS-A	Shell Plc-spon Adr-a	股票-其他	0.47%	—	+2.13%
45	BA	Boeing Co/the	股票-工业	0.46%	—	-5.80%
46	LSXMKUSD	Liberty Media Cor-siriusxm C	股票-其他	0.44%	—	-3.18%
47	INTC	Intel CORP	股票-科技	0.40%	+0.03%	+2.99%
48	DE	Deere & Co	股票-工业	0.39%	—	—
49	HOG	Harley-davidson INC	股票-周期性消费	0.35%	—	-5.00%
50	✓	Leucadia Natl CORP	股票-其他	0.34%	—	-8.10%

1–50 of 72

本季持股变动

Insight 2811, INC. 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	IWF	Ishares Russell 1000 Growth	+0.5%	-1.79%	减仓
2	MWA	Mueller Water Products Inc-a	+0.3%	+116.19%	加仓
3	IWP	Ishares Russell Mid-cap Grow	+0.3%	-1.87%	减仓
4	IWD	Ishares Russell 1000 Value E	+0.3%	-1.53%	减仓
5	T	At&t INC	+0.3%	+40.85%	加仓
6	JNP	Juniper Networks INC	+0.2%	+39.38%	加仓
7	QCOM	Qualcomm INC	+0.2%	+2.45%	加仓
8	WMT	Walmart INC	+0.1%	-0.66%	减仓
9	ELV	Elevance Health INC	+0.1%	-1.94%	减仓
10	INTC	Intel CORP	+0.1%	+2.99%	加仓
11	IWS	Ishares Russell Mid-cap Valu	+0.1%	-2.10%	减仓
12	DE	Deere & Co	+0.1%	—	不变
13	CSCO	Cisco Systems INC	+0.1%	+0.54%	加仓
14	FLR	Fluor CORP	+0.1%	-13.83%	减仓
15	VIAB	Viacom Inc-class B	+0.1%	+0.37%	加仓
16	RDS-A	Shell Plc-spon Adr-a	+0.1%	+2.13%	加仓
17	TGT	Target CORP	+0.1%	-1.59%	减仓
18	IVV	Ishares Core S&p 500 ETF	0%	+15.50%	加仓
19	DEO	Diageo Plc-sponsored Adr	0%	—	不变
20	UBS	UBS Group AG	0%	+16.70%	加仓
21	IEFA	Ishares Core Msci Eafe ETF	0%	-1.77%	减仓
22	BA	Boeing Co/the	0%	-5.80%	减仓
23	WPC	Wp Carey INC	0%	+1.47%	加仓
24	EMR	Emerson Electric Co	0%	-2.63%	减仓
25	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	0%	-7.03%	减仓
26	KO	The Coca-Cola Company	0%	-0.23%	减仓
27	LSXMKUSD	Liberty Media Cor-siriusxm C	-0.1%	-3.18%	减仓
28	✓	Third Pt Reins LTD	-0.1%	-2.25%	减仓
29	AAPL	Apple INC	-0.1%	-21.15%	减仓
30	XOM	Exxon Mobil CORP	-0.1%	-29.78%	减仓
31	AEP	American Electric Power Company, Inc.	-0.1%	+22.64%	加仓
32	ABX	Barrick Gold CORP	-0.1%	-19.39%	减仓
33	PM	Philip Morris International	-0.1%	-5.23%	减仓
34	CVS	Cvs Health CORP	-0.2%	-23.31%	减仓
35	VCLT	Vanguard Long-term CORP Bond	-0.3%	-3.99%	减仓
36	VCSH	Vanguard S/t CORP Bond ETF	-0.7%	-5.56%	减仓
37	AMLPUSD	Alerian Mlp ETF	-0.8%	-46.64%	减仓
38	SHY	Ishares 1-3 Year Treasury Bo	-2.3%	-73.76%	减仓
39	SPTS	Ss Spdr P St Term Tsy ETF	—	NEW	新建仓
40	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	—	NEW	新建仓
41	✓	Invesco Global Listed Private Equity ETF	—	EXIT	清仓
42	TPR	Tapestry INC	—	NEW	新建仓
43	PCYUSD	Invesco Emerging Markets Sov	—	EXIT	清仓
44	TPR	Tapestry, Inc.	—	EXIT	清仓
45	PFF	Ishares Preferred & Income S	—	EXIT	清仓
46	SLB	Slb LTD	—	NEW	新建仓
47	TAP	Molson Coors Beverage Co - B	—	NEW	新建仓
48	AMJEUR	Jpmorgan Alerian Mlp Index	—	EXIT	清仓
49	KO	Coca-cola Co/the	—	EXIT	清仓
50	P5Y	Brf Sa-adr	—	EXIT	清仓