Institute for Wealth Management, LLC. — Q4 2015 13F 持股

Name: Institute for Wealth Management, LLC. — 13F Holdings, Q4 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	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	20.72%	-0.27%	+212.26%
2	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	9.68%	—	+48.83%
3	QUAL	Ishares Msci USA Quality Fac	ETF-其他	8.27%	—	+77.26%
4	AGG	Ishares Core U.s. Aggregate	ETF-其他	4.92%	—	-33.45%
5	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	4.43%	—	+265.51%
6	XLK	Ss Technology Select Sector	ETF-科技型	3.98%	—	+45.38%
7	HEDJ	Wisdomtree Europe Hedged Equ	ETF-其他	3.65%	—	-12.00%
8	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	3.53%	—	-4.31%
9	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	2.94%	—	-13.87%
10	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	2.86%	—	-31.42%
11	FJP	First Trust Japan	ETF-其他	2.64%	—	-4.68%
12	✓	Invesco Global Listed Private Equity ETF	ETF-其他	2.31%	—	-4.63%
13	VBR	Vanguard Small-cap Value ETF	ETF-其他	2.18%	—	-3.47%
14	IYF	Ishares US Financials ETF	ETF-其他	2.05%	—	-5.85%
15	GQRE	Flexshares Global Quality Re	ETF-其他	2.03%	—	-14.80%
16	CMBS	Ishares Cmbs ETF	ETF-其他	2.00%	—	-30.52%
17	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	1.90%	—	-35.59%
18	BWX	State Street Spdr Bloomberg	ETF-其他	1.88%	—	-34.51%
19	VPL	Vanguard Ftse Pacific ETF	ETF-其他	1.86%	—	-14.55%
20	VHT	Vanguard Health Care ETF	ETF-其他	1.83%	—	-2.74%
21	VGK	Vanguard Ftse Europe ETF	ETF-其他	1.83%	—	+9.25%
22	XLP	Ss Consumer Staples Sel Sect	ETF-其他	1.76%	—	—
23	XLF	Ss Financial Select Sector	ETF-其他	1.71%	—	—
24	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.70%	—	—
25	XLB	Ss Materials Select Sector	ETF-其他	1.49%	—	—
26	BSV	Vanguard Short-term Bond ETF	ETF-其他	1.18%	—	-34.51%
27	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.95%	—	-37.76%
28	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.67%	—	+58.89%
29	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.52%	—	-3.32%
30	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.40%	—	+2.30%
31	VDC	Vanguard Consumer Staple ETF	ETF-其他	0.38%	—	—
32	VFH	Vanguard Financials ETF	ETF-其他	0.38%	—	—
33	VGT	Vanguard Info Tech ETF	ETF-科技型	0.37%	—	—
34	VCR	Vanguard Consumer Discre ETF	ETF-其他	0.37%	—	—
35	GSY	Invesco Ultra Short Duration ETF	ETF-其他	0.30%	—	—
36	VAW	Vanguard Materials ETF	ETF-其他	0.30%	—	—

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q4 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	SPY	Ss Spdr S&p 500 ETF Trust-us	+12.8%	+212.26%	加仓
2	VOO	Vanguard S&p 500 ETF	+3%	+265.51%	加仓
3	QUAL	Ishares Msci USA Quality Fac	+2.7%	+77.26%	加仓
4	USMV	Ishares Msci USA Min Vol Fac	+1.9%	+48.83%	加仓
5	XLK	Ss Technology Select Sector	+0.8%	+45.38%	加仓
6	SHY	Ishares 1-3 Year Treasury Bo	+0.1%	+58.89%	加仓
7	IJR	Ishares Core S&p Small-cap E	-0.1%	+2.30%	加仓
8	VIG	Vanguard Dividend Apprec ETF	-0.1%	-3.32%	减仓
9	VGK	Vanguard Ftse Europe ETF	-0.3%	+9.25%	加仓
10	VHT	Vanguard Health Care ETF	-0.4%	-2.74%	减仓
11	IYF	Ishares US Financials ETF	-0.6%	-5.85%	减仓
12	VBR	Vanguard Small-cap Value ETF	-0.6%	-3.47%	减仓
13	FJP	First Trust Japan	-0.7%	-4.68%	减仓
14	VPL	Vanguard Ftse Pacific ETF	-0.8%	-14.55%	减仓
15	✓	Invesco Global Listed Private Equity ETF	-0.8%	-4.63%	减仓
16	GQRE	Flexshares Global Quality Re	-0.9%	-14.80%	减仓
17	SCZ	Ishares Msci Eafe Small-cap	-1%	-4.31%	减仓
18	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-1.1%	-37.76%	减仓
19	BSV	Vanguard Short-term Bond ETF	-1.1%	-34.51%	减仓
20	IEF	Ishares 7-10 Year Treasury B	-1.5%	-13.87%	减仓
21	HEDJ	Wisdomtree Europe Hedged Equ	-1.7%	-12.00%	减仓
22	CMBS	Ishares Cmbs ETF	-1.8%	-30.52%	减仓
23	BWX	State Street Spdr Bloomberg	-1.8%	-34.51%	减仓
24	BNDX	Vanguard Total Intl Bond ETF	-1.9%	-35.59%	减仓
25	TOTL	Ss Doubleline Tr Tact ETF	-2.6%	-31.42%	减仓
26	AGG	Ishares Core U.s. Aggregate	-4.6%	-33.45%	减仓
27	✓	ETF Ser Solutions	—	EXIT	清仓
28	XLP	Ss Consumer Staples Sel Sect	—	NEW	新建仓
29	XLF	Ss Financial Select Sector	—	NEW	新建仓
30	XLY	Ss Consumer Disc Select Sect	—	NEW	新建仓
31	XLB	Ss Materials Select Sector	—	NEW	新建仓
32	VDC	Vanguard Consumer Staple ETF	—	NEW	新建仓
33	VFH	Vanguard Financials ETF	—	NEW	新建仓
34	VGT	Vanguard Info Tech ETF	—	NEW	新建仓
35	VCR	Vanguard Consumer Discre ETF	—	NEW	新建仓
36	GSY	Invesco Ultra Short Duration ETF	—	NEW	新建仓
37	VAW	Vanguard Materials ETF	—	NEW	新建仓

Institute for Wealth Management, LLC. — Q4 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	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	20.72%	-0.27%	+212.26%
2	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	9.68%	—	+48.83%
3	QUAL	Ishares Msci USA Quality Fac	ETF-其他	8.27%	—	+77.26%
4	AGG	Ishares Core U.s. Aggregate	ETF-其他	4.92%	—	-33.45%
5	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	4.43%	—	+265.51%
6	XLK	Ss Technology Select Sector	ETF-科技型	3.98%	—	+45.38%
7	HEDJ	Wisdomtree Europe Hedged Equ	ETF-其他	3.65%	—	-12.00%
8	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	3.53%	—	-4.31%
9	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	2.94%	—	-13.87%
10	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	2.86%	—	-31.42%
11	FJP	First Trust Japan	ETF-其他	2.64%	—	-4.68%
12	✓	Invesco Global Listed Private Equity ETF	ETF-其他	2.31%	—	-4.63%
13	VBR	Vanguard Small-cap Value ETF	ETF-其他	2.18%	—	-3.47%
14	IYF	Ishares US Financials ETF	ETF-其他	2.05%	—	-5.85%
15	GQRE	Flexshares Global Quality Re	ETF-其他	2.03%	—	-14.80%
16	CMBS	Ishares Cmbs ETF	ETF-其他	2.00%	—	-30.52%
17	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	1.90%	—	-35.59%
18	BWX	State Street Spdr Bloomberg	ETF-其他	1.88%	—	-34.51%
19	VPL	Vanguard Ftse Pacific ETF	ETF-其他	1.86%	—	-14.55%
20	VHT	Vanguard Health Care ETF	ETF-其他	1.83%	—	-2.74%
21	VGK	Vanguard Ftse Europe ETF	ETF-其他	1.83%	—	+9.25%
22	XLP	Ss Consumer Staples Sel Sect	ETF-其他	1.76%	—	—
23	XLF	Ss Financial Select Sector	ETF-其他	1.71%	—	—
24	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.70%	—	—
25	XLB	Ss Materials Select Sector	ETF-其他	1.49%	—	—
26	BSV	Vanguard Short-term Bond ETF	ETF-其他	1.18%	—	-34.51%
27	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.95%	—	-37.76%
28	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.67%	—	+58.89%
29	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.52%	—	-3.32%
30	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.40%	—	+2.30%
31	VDC	Vanguard Consumer Staple ETF	ETF-其他	0.38%	—	—
32	VFH	Vanguard Financials ETF	ETF-其他	0.38%	—	—
33	VGT	Vanguard Info Tech ETF	ETF-科技型	0.37%	—	—
34	VCR	Vanguard Consumer Discre ETF	ETF-其他	0.37%	—	—
35	GSY	Invesco Ultra Short Duration ETF	ETF-其他	0.30%	—	—
36	VAW	Vanguard Materials ETF	ETF-其他	0.30%	—	—

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q4 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	SPY	Ss Spdr S&p 500 ETF Trust-us	+12.8%	+212.26%	加仓
2	VOO	Vanguard S&p 500 ETF	+3%	+265.51%	加仓
3	QUAL	Ishares Msci USA Quality Fac	+2.7%	+77.26%	加仓
4	USMV	Ishares Msci USA Min Vol Fac	+1.9%	+48.83%	加仓
5	XLK	Ss Technology Select Sector	+0.8%	+45.38%	加仓
6	SHY	Ishares 1-3 Year Treasury Bo	+0.1%	+58.89%	加仓
7	IJR	Ishares Core S&p Small-cap E	-0.1%	+2.30%	加仓
8	VIG	Vanguard Dividend Apprec ETF	-0.1%	-3.32%	减仓
9	VGK	Vanguard Ftse Europe ETF	-0.3%	+9.25%	加仓
10	VHT	Vanguard Health Care ETF	-0.4%	-2.74%	减仓
11	IYF	Ishares US Financials ETF	-0.6%	-5.85%	减仓
12	VBR	Vanguard Small-cap Value ETF	-0.6%	-3.47%	减仓
13	FJP	First Trust Japan	-0.7%	-4.68%	减仓
14	VPL	Vanguard Ftse Pacific ETF	-0.8%	-14.55%	减仓
15	✓	Invesco Global Listed Private Equity ETF	-0.8%	-4.63%	减仓
16	GQRE	Flexshares Global Quality Re	-0.9%	-14.80%	减仓
17	SCZ	Ishares Msci Eafe Small-cap	-1%	-4.31%	减仓
18	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-1.1%	-37.76%	减仓
19	BSV	Vanguard Short-term Bond ETF	-1.1%	-34.51%	减仓
20	IEF	Ishares 7-10 Year Treasury B	-1.5%	-13.87%	减仓
21	HEDJ	Wisdomtree Europe Hedged Equ	-1.7%	-12.00%	减仓
22	CMBS	Ishares Cmbs ETF	-1.8%	-30.52%	减仓
23	BWX	State Street Spdr Bloomberg	-1.8%	-34.51%	减仓
24	BNDX	Vanguard Total Intl Bond ETF	-1.9%	-35.59%	减仓
25	TOTL	Ss Doubleline Tr Tact ETF	-2.6%	-31.42%	减仓
26	AGG	Ishares Core U.s. Aggregate	-4.6%	-33.45%	减仓
27	✓	ETF Ser Solutions	—	EXIT	清仓
28	XLP	Ss Consumer Staples Sel Sect	—	NEW	新建仓
29	XLF	Ss Financial Select Sector	—	NEW	新建仓
30	XLY	Ss Consumer Disc Select Sect	—	NEW	新建仓
31	XLB	Ss Materials Select Sector	—	NEW	新建仓
32	VDC	Vanguard Consumer Staple ETF	—	NEW	新建仓
33	VFH	Vanguard Financials ETF	—	NEW	新建仓
34	VGT	Vanguard Info Tech ETF	—	NEW	新建仓
35	VCR	Vanguard Consumer Discre ETF	—	NEW	新建仓
36	GSY	Invesco Ultra Short Duration ETF	—	NEW	新建仓
37	VAW	Vanguard Materials ETF	—	NEW	新建仓