Institute for Wealth Management, LLC. — Q3 2015 13F 持股

Name: Institute for Wealth Management, LLC. — 13F Holdings, Q3 2015
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	AGG	Ishares Core U.s. Aggregate	ETF-其他	9.54%	—	-17.97%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	7.94%	-0.27%	-66.15%
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	7.83%	—	+1.88%
4	✓	ETF Ser Solutions	股票-其他	5.91%	—	-9.77%
5	QUAL	Ishares Msci USA Quality Fac	ETF-其他	5.56%	—	—
6	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	5.41%	—	—
7	HEDJ	Wisdomtree Europe Hedged Equ	ETF-其他	5.36%	—	-7.07%
8	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	4.49%	—	-15.88%
9	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	4.44%	—	+13.94%
10	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.76%	—	+33.93%
11	CMBS	Ishares Cmbs ETF	ETF-其他	3.75%	—	+40.28%
12	BWX	State Street Spdr Bloomberg	ETF-其他	3.69%	—	+44.34%
13	FJP	First Trust Japan	ETF-其他	3.34%	—	-19.51%
14	XLK	Ss Technology Select Sector	ETF-科技型	3.21%	—	-38.04%
15	✓	Invesco Global Listed Private Equity ETF	ETF-其他	3.07%	—	-18.56%
16	GQRE	Flexshares Global Quality Re	ETF-其他	2.88%	—	-51.35%
17	VBR	Vanguard Small-cap Value ETF	ETF-其他	2.81%	—	—
18	IYF	Ishares US Financials ETF	ETF-其他	2.64%	—	-18.20%
19	VPL	Vanguard Ftse Pacific ETF	ETF-其他	2.62%	—	+3.26%
20	BSV	Vanguard Short-term Bond ETF	ETF-其他	2.32%	—	+37.61%
21	VHT	Vanguard Health Care ETF	ETF-其他	2.21%	—	—
22	VGK	Vanguard Ftse Europe ETF	ETF-其他	2.10%	—	-18.88%
23	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	2.01%	—	-62.11%
24	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.45%	—	-65.80%
25	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.65%	—	-82.16%
26	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.54%	—	—
27	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.48%	—	—

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q3 2015 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	USMV	Ishares Msci USA Min Vol Fac	+2.5%	+1.88%	加仓
2	BWX	State Street Spdr Bloomberg	+2%	+44.34%	加仓
3	CMBS	Ishares Cmbs ETF	+2%	+40.28%	加仓
4	BNDX	Vanguard Total Intl Bond ETF	+1.9%	+33.93%	加仓
5	IEF	Ishares 7-10 Year Treasury B	+1.9%	+13.94%	加仓
6	AGG	Ishares Core U.s. Aggregate	+1.7%	-17.97%	减仓
7	BSV	Vanguard Short-term Bond ETF	+1.2%	+37.61%	加仓
8	✓	ETF Ser Solutions	+0.9%	-9.77%	减仓
9	HEDJ	Wisdomtree Europe Hedged Equ	+0.9%	-7.07%	减仓
10	VPL	Vanguard Ftse Pacific ETF	+0.7%	+3.26%	加仓
11	SCZ	Ishares Msci Eafe Small-cap	+0.6%	-15.88%	减仓
12	IYF	Ishares US Financials ETF	+0.3%	-18.20%	减仓
13	✓	Invesco Global Listed Private Equity ETF	+0.2%	-18.56%	减仓
14	FJP	First Trust Japan	+0.2%	-19.51%	减仓
15	VGK	Vanguard Ftse Europe ETF	+0.2%	-18.88%	减仓
16	XLK	Ss Technology Select Sector	-0.5%	-38.04%	减仓
17	GQRE	Flexshares Global Quality Re	-1.3%	-51.35%	减仓
18	VOO	Vanguard S&p 500 ETF	-1.6%	-65.80%	减仓
19	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-1.8%	-62.11%	减仓
20	VIG	Vanguard Dividend Apprec ETF	-2%	-82.16%	减仓
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-9.2%	-66.15%	减仓
22	✓	Invesco S&p 500 Downsidehedged ETF	—	EXIT	清仓
23	QUAL	Ishares Msci USA Quality Fac	—	NEW	新建仓
24	TOTL	Ss Doubleline Tr Tact ETF	—	NEW	新建仓
25	XLP	Ss Consumer Staples Sel Sect	—	EXIT	清仓
26	VBR	Vanguard Small-cap Value ETF	—	NEW	新建仓
27	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清仓
28	XLV	Ss Health Care Select Sector	—	EXIT	清仓
29	VHT	Vanguard Health Care ETF	—	NEW	新建仓
30	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
31	XLF	Ss Financial Select Sector	—	EXIT	清仓
32	XLI	Ss Industrial Select Sector	—	EXIT	清仓
33	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	清仓
34	GHYG	Ishares Us&intl High Yield C	—	EXIT	清仓
35	SHY	Ishares 1-3 Year Treasury Bo	—	NEW	新建仓
36	IJR	Ishares Core S&p Small-cap E	—	NEW	新建仓

Institute for Wealth Management, LLC. — Q3 2015 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	AGG	Ishares Core U.s. Aggregate	ETF-其他	9.54%	—	-17.97%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	7.94%	-0.27%	-66.15%
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	7.83%	—	+1.88%
4	✓	ETF Ser Solutions	股票-其他	5.91%	—	-9.77%
5	QUAL	Ishares Msci USA Quality Fac	ETF-其他	5.56%	—	—
6	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	5.41%	—	—
7	HEDJ	Wisdomtree Europe Hedged Equ	ETF-其他	5.36%	—	-7.07%
8	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	4.49%	—	-15.88%
9	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	4.44%	—	+13.94%
10	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	3.76%	—	+33.93%
11	CMBS	Ishares Cmbs ETF	ETF-其他	3.75%	—	+40.28%
12	BWX	State Street Spdr Bloomberg	ETF-其他	3.69%	—	+44.34%
13	FJP	First Trust Japan	ETF-其他	3.34%	—	-19.51%
14	XLK	Ss Technology Select Sector	ETF-科技型	3.21%	—	-38.04%
15	✓	Invesco Global Listed Private Equity ETF	ETF-其他	3.07%	—	-18.56%
16	GQRE	Flexshares Global Quality Re	ETF-其他	2.88%	—	-51.35%
17	VBR	Vanguard Small-cap Value ETF	ETF-其他	2.81%	—	—
18	IYF	Ishares US Financials ETF	ETF-其他	2.64%	—	-18.20%
19	VPL	Vanguard Ftse Pacific ETF	ETF-其他	2.62%	—	+3.26%
20	BSV	Vanguard Short-term Bond ETF	ETF-其他	2.32%	—	+37.61%
21	VHT	Vanguard Health Care ETF	ETF-其他	2.21%	—	—
22	VGK	Vanguard Ftse Europe ETF	ETF-其他	2.10%	—	-18.88%
23	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	2.01%	—	-62.11%
24	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.45%	—	-65.80%
25	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.65%	—	-82.16%
26	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.54%	—	—
27	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.48%	—	—

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q3 2015 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	USMV	Ishares Msci USA Min Vol Fac	+2.5%	+1.88%	加仓
2	BWX	State Street Spdr Bloomberg	+2%	+44.34%	加仓
3	CMBS	Ishares Cmbs ETF	+2%	+40.28%	加仓
4	BNDX	Vanguard Total Intl Bond ETF	+1.9%	+33.93%	加仓
5	IEF	Ishares 7-10 Year Treasury B	+1.9%	+13.94%	加仓
6	AGG	Ishares Core U.s. Aggregate	+1.7%	-17.97%	减仓
7	BSV	Vanguard Short-term Bond ETF	+1.2%	+37.61%	加仓
8	✓	ETF Ser Solutions	+0.9%	-9.77%	减仓
9	HEDJ	Wisdomtree Europe Hedged Equ	+0.9%	-7.07%	减仓
10	VPL	Vanguard Ftse Pacific ETF	+0.7%	+3.26%	加仓
11	SCZ	Ishares Msci Eafe Small-cap	+0.6%	-15.88%	减仓
12	IYF	Ishares US Financials ETF	+0.3%	-18.20%	减仓
13	✓	Invesco Global Listed Private Equity ETF	+0.2%	-18.56%	减仓
14	FJP	First Trust Japan	+0.2%	-19.51%	减仓
15	VGK	Vanguard Ftse Europe ETF	+0.2%	-18.88%	减仓
16	XLK	Ss Technology Select Sector	-0.5%	-38.04%	减仓
17	GQRE	Flexshares Global Quality Re	-1.3%	-51.35%	减仓
18	VOO	Vanguard S&p 500 ETF	-1.6%	-65.80%	减仓
19	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-1.8%	-62.11%	减仓
20	VIG	Vanguard Dividend Apprec ETF	-2%	-82.16%	减仓
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-9.2%	-66.15%	减仓
22	✓	Invesco S&p 500 Downsidehedged ETF	—	EXIT	清仓
23	QUAL	Ishares Msci USA Quality Fac	—	NEW	新建仓
24	TOTL	Ss Doubleline Tr Tact ETF	—	NEW	新建仓
25	XLP	Ss Consumer Staples Sel Sect	—	EXIT	清仓
26	VBR	Vanguard Small-cap Value ETF	—	NEW	新建仓
27	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清仓
28	XLV	Ss Health Care Select Sector	—	EXIT	清仓
29	VHT	Vanguard Health Care ETF	—	NEW	新建仓
30	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
31	XLF	Ss Financial Select Sector	—	EXIT	清仓
32	XLI	Ss Industrial Select Sector	—	EXIT	清仓
33	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	清仓
34	GHYG	Ishares Us&intl High Yield C	—	EXIT	清仓
35	SHY	Ishares 1-3 Year Treasury Bo	—	NEW	新建仓
36	IJR	Ishares Core S&p Small-cap E	—	NEW	新建仓