Institute for Wealth Management, LLC. — Q4 2014 13F 持股

Name: Institute for Wealth Management, LLC. — 13F Holdings, Q4 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001533954

申报总市值

US$9.4亿

← 返回最新季度

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	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	29.68%	-0.27%	+12.21%
2	AGG	Ishares Core U.s. Aggregate	ETF-其他	7.97%	—	-21.63%
3	✓	Invesco S&p 500 Downsidehedged ETF	ETF-大型股与成长	7.41%	—	—
4	VNQ	Vanguard Real Estate ETF	ETF-其他	4.96%	—	-25.23%
5	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	4.22%	—	-9.19%
6	XLK	Ss Technology Select Sector	ETF-科技型	3.64%	—	+148.95%
7	XLP	Ss Consumer Staples Sel Sect	ETF-其他	3.58%	—	-1.41%
8	HEDJ	Wisdomtree Europe Hedged Equ	ETF-其他	3.43%	—	—
9	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	3.36%	—	-19.20%
10	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.95%	—	—
11	FJP	First Trust Japan	ETF-其他	2.39%	—	-16.63%
12	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	2.38%	—	+0.43%
13	IYF	Ishares US Financials ETF	ETF-其他	2.29%	—	-19.88%
14	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	2.27%	—	-19.44%
15	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	2.25%	—	-34.04%
16	✓	Invesco Global Listed Private Equity ETF	ETF-其他	2.24%	—	-21.97%
17	XLF	Ss Financial Select Sector	ETF-其他	1.87%	—	+26.16%
18	XLV	Ss Health Care Select Sector	ETF-其他	1.86%	—	+23.71%
19	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.86%	—	+30.16%
20	XLI	Ss Industrial Select Sector	ETF-其他	1.82%	—	+27.71%
21	XLB	Ss Materials Select Sector	ETF-其他	1.77%	—	+32.82%
22	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	1.77%	+0.33%	-16.77%
23	BWX	State Street Spdr Bloomberg	ETF-其他	1.65%	—	-23.76%
24	CMBS	Ishares Cmbs ETF	ETF-其他	1.63%	—	-26.96%
25	GHYG	Ishares Us&intl High Yield C	ETF-非投资级债	0.54%	—	—
26	VPU	Vanguard Utilities ETF	ETF-其他	0.24%	—	-3.53%

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q4 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	SPY	Ss Spdr S&p 500 ETF Trust-us	+6.7%	+12.21%	加仓
2	XLK	Ss Technology Select Sector	+2.4%	+148.95%	加仓
3	XLY	Ss Consumer Disc Select Sect	+0.7%	+30.16%	加仓
4	XLI	Ss Industrial Select Sector	+0.6%	+27.71%	加仓
5	XLF	Ss Financial Select Sector	+0.6%	+26.16%	加仓
6	XLV	Ss Health Care Select Sector	+0.6%	+23.71%	加仓
7	XLB	Ss Materials Select Sector	+0.5%	+32.82%	加仓
8	XLP	Ss Consumer Staples Sel Sect	+0.5%	-1.41%	减仓
9	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.5%	-9.19%	减仓
10	VOO	Vanguard S&p 500 ETF	+0.3%	+0.43%	加仓
11	VPU	Vanguard Utilities ETF	0%	-3.53%	减仓
12	DIA	Ss Spdr Dow Jones Indus Avg	-0.1%	-16.77%	减仓
13	IYF	Ishares US Financials ETF	-0.1%	-19.88%	减仓
14	SHY	Ishares 1-3 Year Treasury Bo	-0.3%	-19.44%	减仓
15	FJP	First Trust Japan	-0.3%	-16.63%	减仓
16	VNQ	Vanguard Real Estate ETF	-0.4%	-25.23%	减仓
17	✓	Invesco Global Listed Private Equity ETF	-0.4%	-21.97%	减仓
18	CMBS	Ishares Cmbs ETF	-0.4%	-26.96%	减仓
19	BWX	State Street Spdr Bloomberg	-0.4%	-23.76%	减仓
20	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.5%	-19.20%	减仓
21	IEF	Ishares 7-10 Year Treasury B	-0.8%	-34.04%	减仓
22	AGG	Ishares Core U.s. Aggregate	-1.2%	-21.63%	减仓
23	✓	Alps ETF Tr	—	EXIT	清仓
24	✓	Invesco S&p 500 Downsidehedged ETF	—	NEW	新建仓
25	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
26	EEM	Ishares Msci Emerging Market	—	EXIT	清仓
27	HEDJ	Wisdomtree Europe Hedged Equ	—	NEW	新建仓
28	VDE	Vanguard Energy ETF	—	EXIT	清仓
29	VIG	Vanguard Dividend Apprec ETF	—	NEW	新建仓
30	FYT	First Trust Small Cap Val	—	EXIT	清仓
31	XLE	Ss Energy Select Sector	—	EXIT	清仓
32	GHYG	Ishares Us&intl High Yield C	—	NEW	新建仓
33	SLV	Ishares Silver Trust	—	EXIT	清仓
34	VHT	Vanguard Health Care ETF	—	EXIT	清仓
35	VGT	Vanguard Info Tech ETF	—	EXIT	清仓
36	VAW	Vanguard Materials ETF	—	EXIT	清仓
37	VFH	Vanguard Financials ETF	—	EXIT	清仓
38	VDC	Vanguard Consumer Staple ETF	—	EXIT	清仓
39	VCR	Vanguard Consumer Discre ETF	—	EXIT	清仓
40	VIS	Vanguard Industrials ETF	—	EXIT	清仓
41	SMHC	VanEck China Semiconductor ETF	—	EXIT	清仓
42	AMLPUSD	Alerian Mlp ETF	—	EXIT	清仓
43	PDM	Piedmont Realty Trust INC	—	EXIT	清仓
44	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清仓
45	MBB	Ishares Mbs ETF	—	EXIT	清仓
46	IWB	Ishares Russell 1000 ETF	—	EXIT	清仓
47	IWR	Ishares Russell Mid-cap ETF	—	EXIT	清仓
48	DSI	Ishares Esg Msci Kld 400 ETF	—	EXIT	清仓
49	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
50	VZ	Verizon Communications INC	—	EXIT	清仓

Institute for Wealth Management, LLC. — Q4 2014 13F 持股

CIK: 0001533954

申报总市值

US$9.4亿

← 返回最新季度

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	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	29.68%	-0.27%	+12.21%
2	AGG	Ishares Core U.s. Aggregate	ETF-其他	7.97%	—	-21.63%
3	✓	Invesco S&p 500 Downsidehedged ETF	ETF-大型股与成长	7.41%	—	—
4	VNQ	Vanguard Real Estate ETF	ETF-其他	4.96%	—	-25.23%
5	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	4.22%	—	-9.19%
6	XLK	Ss Technology Select Sector	ETF-科技型	3.64%	—	+148.95%
7	XLP	Ss Consumer Staples Sel Sect	ETF-其他	3.58%	—	-1.41%
8	HEDJ	Wisdomtree Europe Hedged Equ	ETF-其他	3.43%	—	—
9	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	3.36%	—	-19.20%
10	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.95%	—	—
11	FJP	First Trust Japan	ETF-其他	2.39%	—	-16.63%
12	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	2.38%	—	+0.43%
13	IYF	Ishares US Financials ETF	ETF-其他	2.29%	—	-19.88%
14	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	2.27%	—	-19.44%
15	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	2.25%	—	-34.04%
16	✓	Invesco Global Listed Private Equity ETF	ETF-其他	2.24%	—	-21.97%
17	XLF	Ss Financial Select Sector	ETF-其他	1.87%	—	+26.16%
18	XLV	Ss Health Care Select Sector	ETF-其他	1.86%	—	+23.71%
19	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.86%	—	+30.16%
20	XLI	Ss Industrial Select Sector	ETF-其他	1.82%	—	+27.71%
21	XLB	Ss Materials Select Sector	ETF-其他	1.77%	—	+32.82%
22	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	1.77%	+0.33%	-16.77%
23	BWX	State Street Spdr Bloomberg	ETF-其他	1.65%	—	-23.76%
24	CMBS	Ishares Cmbs ETF	ETF-其他	1.63%	—	-26.96%
25	GHYG	Ishares Us&intl High Yield C	ETF-非投资级债	0.54%	—	—
26	VPU	Vanguard Utilities ETF	ETF-其他	0.24%	—	-3.53%

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q4 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	SPY	Ss Spdr S&p 500 ETF Trust-us	+6.7%	+12.21%	加仓
2	XLK	Ss Technology Select Sector	+2.4%	+148.95%	加仓
3	XLY	Ss Consumer Disc Select Sect	+0.7%	+30.16%	加仓
4	XLI	Ss Industrial Select Sector	+0.6%	+27.71%	加仓
5	XLF	Ss Financial Select Sector	+0.6%	+26.16%	加仓
6	XLV	Ss Health Care Select Sector	+0.6%	+23.71%	加仓
7	XLB	Ss Materials Select Sector	+0.5%	+32.82%	加仓
8	XLP	Ss Consumer Staples Sel Sect	+0.5%	-1.41%	减仓
9	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.5%	-9.19%	减仓
10	VOO	Vanguard S&p 500 ETF	+0.3%	+0.43%	加仓
11	VPU	Vanguard Utilities ETF	0%	-3.53%	减仓
12	DIA	Ss Spdr Dow Jones Indus Avg	-0.1%	-16.77%	减仓
13	IYF	Ishares US Financials ETF	-0.1%	-19.88%	减仓
14	SHY	Ishares 1-3 Year Treasury Bo	-0.3%	-19.44%	减仓
15	FJP	First Trust Japan	-0.3%	-16.63%	减仓
16	VNQ	Vanguard Real Estate ETF	-0.4%	-25.23%	减仓
17	✓	Invesco Global Listed Private Equity ETF	-0.4%	-21.97%	减仓
18	CMBS	Ishares Cmbs ETF	-0.4%	-26.96%	减仓
19	BWX	State Street Spdr Bloomberg	-0.4%	-23.76%	减仓
20	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.5%	-19.20%	减仓
21	IEF	Ishares 7-10 Year Treasury B	-0.8%	-34.04%	减仓
22	AGG	Ishares Core U.s. Aggregate	-1.2%	-21.63%	减仓
23	✓	Alps ETF Tr	—	EXIT	清仓
24	✓	Invesco S&p 500 Downsidehedged ETF	—	NEW	新建仓
25	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
26	EEM	Ishares Msci Emerging Market	—	EXIT	清仓
27	HEDJ	Wisdomtree Europe Hedged Equ	—	NEW	新建仓
28	VDE	Vanguard Energy ETF	—	EXIT	清仓
29	VIG	Vanguard Dividend Apprec ETF	—	NEW	新建仓
30	FYT	First Trust Small Cap Val	—	EXIT	清仓
31	XLE	Ss Energy Select Sector	—	EXIT	清仓
32	GHYG	Ishares Us&intl High Yield C	—	NEW	新建仓
33	SLV	Ishares Silver Trust	—	EXIT	清仓
34	VHT	Vanguard Health Care ETF	—	EXIT	清仓
35	VGT	Vanguard Info Tech ETF	—	EXIT	清仓
36	VAW	Vanguard Materials ETF	—	EXIT	清仓
37	VFH	Vanguard Financials ETF	—	EXIT	清仓
38	VDC	Vanguard Consumer Staple ETF	—	EXIT	清仓
39	VCR	Vanguard Consumer Discre ETF	—	EXIT	清仓
40	VIS	Vanguard Industrials ETF	—	EXIT	清仓
41	SMHC	VanEck China Semiconductor ETF	—	EXIT	清仓
42	AMLPUSD	Alerian Mlp ETF	—	EXIT	清仓
43	PDM	Piedmont Realty Trust INC	—	EXIT	清仓
44	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清仓
45	MBB	Ishares Mbs ETF	—	EXIT	清仓
46	IWB	Ishares Russell 1000 ETF	—	EXIT	清仓
47	IWR	Ishares Russell Mid-cap ETF	—	EXIT	清仓
48	DSI	Ishares Esg Msci Kld 400 ETF	—	EXIT	清仓
49	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
50	VZ	Verizon Communications INC	—	EXIT	清仓