Institute for Wealth Management, LLC. — Q3 2018 13F 持股

Name: Institute for Wealth Management, LLC. — 13F Holdings, Q3 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001533954

申报总市值

US$9.4亿

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本季完整持股清单

仅显示前 200 大持股（共 202 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	4.03%	-0.31%	-1.71%
2	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	3.83%	—	-31.29%
3	MSFT	Microsoft CORP	股票-科技	2.99%	-0.50%	+0.39%
4	ADBE	Adobe INC	股票-科技	2.24%	-0.18%	+0.08%
5	NVDA	Nvidia CORP	股票-科技	2.10%	-1.11%	+1.17%
6	BA	Boeing Co/the	股票-工业	2.01%	—	+1.50%
7	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.77%	—	-16.62%
8	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公债	1.76%	—	-13.62%
9	SBUX	Starbucks CORP	股票-周期性消费	1.72%	—	-2.45%
10	META	Meta Platforms Inc-class A	股票-通信服务	1.55%	-0.18%	+0.06%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.50%	-0.27%	-65.68%
12	PYPL	Paypal Holdings INC	股票-金融	1.47%	—	+1.35%
13	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.41%	—	-37.36%
14	BAC	Bank Of America CORP	股票-金融	1.26%	—	-5.57%
15	TXN	Texas Instruments INC	股票-科技	1.17%	—	-0.52%
16	QLD	Proshares Ultra Qqq	ETF-其他	1.04%	—	-1.78%
17	T	At&t INC	股票-通信服务	1.03%	—	-8.43%
18	SCHG	Schwab US Large-cap Growth	ETF-其他	1.03%	-0.08%	+0.32%
19	DD	DuPont de Nemours, Inc.	股票-其他	0.98%	—	-0.40%
20	AABAUSD	Altaba INC	股票-其他	0.97%	—	+0.74%
21	VPL	Vanguard Ftse Pacific ETF	ETF-其他	0.94%	—	-2.24%
22	AMGN	Amgen INC	股票-医疗保健	0.94%	—	-10.90%
23	PFE	Pfizer INC	股票-医疗保健	0.90%	—	-4.72%
24	WTPI	Wisdomtree Equity Premium In	ETF-其他	0.89%	—	+5.22%
25	XLI	Ss Industrial Select Sector	ETF-其他	0.87%	—	-5.23%
26	JNJ	Johnson & Johnson	股票-医疗保健	0.86%	—	+0.29%
27	COST	Costco Wholesale CORP	股票-非周期性消费	0.86%	+0.08%	+0.34%
28	CSX	Csx CORP	股票-工业	0.84%	—	-7.29%
29	JPM	Jpmorgan Chase & Co	股票-金融	0.76%	—	-10.84%
30	DIS	Walt Disney Co/the	股票-通信服务	0.75%	-0.07%	-4.41%
31	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.75%	—	-4.06%
32	XLK	Ss Technology Select Sector	ETF-科技型	0.73%	—	-10.13%
33	BIBL	Inspire 100 ETF	ETF-其他	0.71%	—	—
34	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.70%	—	-34.07%
35	XLF	Ss Financial Select Sector	ETF-其他	0.70%	—	-6.30%
36	C	Citigroup INC	股票-金融	0.69%	—	-8.86%
37	SSO	Proshares Ultra S&p500	ETF-其他	0.69%	—	+2.86%
38	ISMD	Inspire Small/mid Cap ETF	ETF-其他	0.69%	—	—
39	KO	Coca-cola Co/the	股票-非周期性消费	0.67%	—	-1.99%
40	URI	United Rentals INC	股票-工业	0.67%	-0.07%	+0.05%
41	TIP	Ishares Tips Bond ETF	ETF-其他	0.67%	—	-28.80%
42	RESNUSD	Resonant INC	股票-其他	0.66%	—	-0.27%
43	V	Visa Inc-class A Shares	股票-金融	0.64%	—	+1.73%
44	AXON	Axon Enterprise INC	股票-工业	0.64%	-0.30%	+1.79%
45	XLE	Ss Energy Select Sector	ETF-其他	0.61%	+0.10%	-6.06%
46	UWM	Proshares Ultra Russell2000	ETF-其他	0.61%	—	+4.16%
47	VZ	Verizon Communications INC	股票-通信服务	0.60%	—	-16.65%
48	MVV	Proshares Ultra Midcap400	ETF-其他	0.60%	—	+3.44%
49	QCOM	Qualcomm INC	股票-科技	0.60%	—	-31.47%
50	HIG	Hartford Insurance Group INC	股票-金融	0.59%	—	-0.34%

1–50 of 200

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q3 2018 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	AAPL	Apple INC	+0.8%	-1.71%	减仓
2	MSFT	Microsoft CORP	+0.6%	+0.39%	加仓
3	NVDA	Nvidia CORP	+0.4%	+1.17%	加仓
4	ADBE	Adobe INC	+0.3%	+0.08%	加仓
5	SBUX	Starbucks CORP	+0.3%	-2.45%	减仓
6	BA	Boeing Co/the	+0.3%	+1.50%	加仓
7	WTPI	Wisdomtree Equity Premium In	+0.3%	+5.22%	加仓
8	PYPL	Paypal Holdings INC	+0.2%	+1.35%	加仓
9	FTNT	Fortinet INC	+0.2%	—	不变
10	QLD	Proshares Ultra Qqq	+0.2%	-1.78%	减仓
11	PFE	Pfizer INC	+0.2%	-4.72%	减仓
12	JNJ	Johnson & Johnson	+0.2%	+0.29%	加仓
13	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-16.62%	减仓
14	VIG	Vanguard Dividend Apprec ETF	-0.1%	-31.51%	减仓
15	VWO	Vanguard Ftse Emerging Marke	-0.1%	-31.38%	减仓
16	VGK	Vanguard Ftse Europe ETF	-0.1%	-24.17%	减仓
17	BNDX	Vanguard Total Intl Bond ETF	-0.1%	-30.23%	减仓
18	VCIT	Vanguard Int-term Corporate	-0.1%	-28.14%	减仓
19	META	Meta Platforms Inc-class A	-0.2%	+0.06%	加仓
20	RIO	Rio Tinto Plc-spon Adr	-0.2%	-44.91%	减仓
21	SHV	Ishares 0-1 Year Treasury Bo	-0.2%	-13.62%	减仓
22	CVX	Chevron CORP	-0.2%	-25.88%	减仓
23	VYMI	Vanguard Int High Dvd Yld In	-0.2%	-39.15%	减仓
24	XOM	Exxon Mobil CORP	-0.2%	-31.18%	减仓
25	BSV	Vanguard Short-term Bond ETF	-0.2%	-31.21%	减仓
26	RESNUSD	Resonant INC	-0.2%	-0.27%	减仓
27	IBM	Intl Business Machines CORP	-0.2%	-96.17%	减仓
28	TIP	Ishares Tips Bond ETF	-0.2%	-28.80%	减仓
29	VOT	Vanguard Mid-cap Growth ETF	-0.3%	-34.07%	减仓
30	F	Ford Motor Co	-0.3%	-40.11%	减仓
31	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.6%	-65.68%	减仓
32	IVV	Ishares Core S&p 500 ETF	-0.6%	-37.36%	减仓
33	VOO	Vanguard S&p 500 ETF	-1.1%	-31.29%	减仓
34	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
35	BIBL	Inspire 100 ETF	—	NEW	新建仓
36	ISMD	Inspire Small/mid Cap ETF	—	NEW	新建仓
37	VSS	Vanguard Ftse All Wo X-us Sc	—	EXIT	清仓
38	VIS	Vanguard Industrials ETF	—	EXIT	清仓
39	LYB	LyondellBasell Industries N.V.	—	EXIT	清仓
40	VDE	Vanguard Energy ETF	—	EXIT	清仓
41	EMR	Emerson Electric Co	—	EXIT	清仓
42	TTEN	Totalenergies Se -spon Adr	—	EXIT	清仓
43	ETN	Eaton Corporation plc	—	NEW	新建仓
44	AIA	Ishares Asia 50 ETF	—	EXIT	清仓
45	✓	Cbs CORP New	—	NEW	新建仓
46	OSBCAD	Norbord INC	—	EXIT	清仓
47	JWNUSD	Nordstrom INC	—	EXIT	清仓
48	XRT	Ss Spdr S&p Retail ETF	—	NEW	新建仓
49	DVN	Devon Energy CORP	—	EXIT	清仓
50	PFF	Ishares Preferred & Income S	—	NEW	新建仓