Institute for Wealth Management, LLC. — Q4 2018 13F 持股

Name: Institute for Wealth Management, LLC. — 13F Holdings, Q4 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 267 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	3.52%	-0.31%	+0.31%
2	AMZN	Amazon.com INC	股票-周期性消费	2.87%	-0.15%	—
3	ADBE	Adobe INC	股票-科技	2.32%	-0.18%	+1.03%
4	BA	Boeing Co/the	股票-工业	2.22%	—	+2.92%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.05%	-0.27%	+32.82%
6	PYPL	Paypal Holdings INC	股票-金融	1.68%	—	+0.23%
7	META	Meta Platforms Inc-class A	股票-通信服务	1.45%	-0.18%	-1.35%
8	AMGN	Amgen INC	股票-医疗保健	1.44%	—	+33.99%
9	BAC	Bank Of America CORP	股票-金融	1.36%	—	+8.75%
10	PDP	Invesco Dorsey Wright Moment	ETF-其他	1.31%	—	—
11	NVDA	Nvidia CORP	股票-科技	1.29%	-1.11%	+0.90%
12	XMMO	Invesco S&p Midcap Momentum	ETF-其他	1.27%	—	—
13	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.24%	+0.72%	—
14	GSY	Invesco Ultra Short Duration	ETF-其他	1.23%	—	—
15	DD	DuPont de Nemours, Inc.	股票-其他	1.21%	—	+26.68%
16	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	1.20%	—	+181.09%
17	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	1.15%	—	+25.95%
18	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	1.14%	—	+110.06%
19	ISRG	Intuitive Surgical INC	股票-医疗保健	1.13%	—	—
20	JPM	Jpmorgan Chase & Co	股票-金融	1.10%	—	+40.17%
21	BMVP	Invesco Bloomberg Mvp Multi-	ETF-其他	1.04%	—	—
22	AABAUSD	Altaba INC	股票-其他	1.01%	—	-0.17%
23	T	At&t INC	股票-通信服务	0.98%	—	-8.57%
24	VZ	Verizon Communications INC	股票-通信服务	0.97%	—	+25.94%
25	VHT	Vanguard Health Care ETF	ETF-其他	0.93%	—	—
26	COST	Costco Wholesale CORP	股票-非周期性消费	0.93%	+0.08%	+1.98%
27	NFLX	Netflix INC	股票-通信服务	0.90%	—	—
28	V	Visa Inc-class A Shares	股票-金融	0.87%	—	+27.16%
29	✓	Invesco Exchange Traded Fd T	股票-其他	0.86%	—	—
30	QLD	Proshares Ultra Qqq	ETF-其他	0.84%	—	-0.86%
31	XOM	Exxon Mobil CORP	股票-能源	0.82%	—	+53.29%
32	XLI	Ss Industrial Select Sector	ETF-其他	0.81%	—	-5.91%
33	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.77%	-0.12%	—
34	PWB	Invesco Large Cap Growth ETF	ETF-大型股与成长	0.77%	—	—
35	CSCO	Cisco Systems INC	股票-科技	0.76%	—	+67.74%
36	CME	Cme Group INC	股票-金融	0.71%	—	—
37	XLF	Ss Financial Select Sector	ETF-其他	0.68%	—	-5.93%
38	SSO	Proshares Ultra S&p500	ETF-其他	0.67%	—	+8.90%
39	VPU	Vanguard Utilities ETF	ETF-其他	0.64%	—	—
40	PRF	Invesco Rafi US 1000 ETF	ETF-其他	0.62%	—	—
41	GM	General Motors Co	股票-周期性消费	0.61%	—	+1.32%
42	VCR	Vanguard Consumer Discre ETF	ETF-其他	0.60%	—	—
43	WM	Waste Management INC	股票-工业	0.59%	—	+8.66%
44	WTPI	Wisdomtree Equity Premium In	ETF-其他	0.58%	—	-35.76%
45	MA	Mastercard INC - A	股票-金融	0.55%	-0.07%	—
46	GOOG	Alphabet Inc-cl C	股票-通信服务	0.55%	—	—
47	LGLV	Spdr US Lc Low Vol Idx	ETF-其他	0.54%	—	-1.64%
48	MPC	Marathon Petroleum CORP	股票-能源	0.52%	+0.10%	+50.25%
49	ABBV	Abbvie INC	股票-医疗保健	0.52%	—	-2.72%
50	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.50%	-0.09%	—

1–50 of 200

本季持股变动

Institute for Wealth Management, LLC. 于截至 Q4 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	BNDX	Vanguard Total Intl Bond ETF	+0.9%	+181.09%	加仓
2	AAPL	Apple INC	-0.5%	+0.31%	加仓
3	NVDA	Nvidia CORP	-0.8%	+0.90%	加仓
4	VOO	Vanguard S&p 500 ETF	—	EXIT	清仓
5	MSFT	Microsoft CORP	—	EXIT	清仓
6	AMZN	Amazon.com INC	—	NEW	新建仓
7	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
8	SHV	Ishares 0-1 Year Treasury Bo	—	EXIT	清仓
9	SBUX	Starbucks CORP	—	EXIT	清仓
10	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
11	TXN	Texas Instruments INC	—	EXIT	清仓
12	PDP	Invesco Dorsey Wright Moment	—	NEW	新建仓
13	XMMO	Invesco S&p Midcap Momentum	—	NEW	新建仓
14	SCHG	Schwab US Large-cap Growth	—	EXIT	清仓
15	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建仓
16	GSY	Invesco Ultra Short Duration	—	NEW	新建仓
17	VPL	Vanguard Ftse Pacific ETF	—	EXIT	清仓
18	ISRG	Intuitive Surgical INC	—	NEW	新建仓
19	PFE	Pfizer INC	—	EXIT	清仓
20	JNJ	Johnson & Johnson	—	EXIT	清仓
21	BMVP	Invesco Bloomberg Mvp Multi-	—	NEW	新建仓
22	CSX	Csx CORP	—	EXIT	清仓
23	VHT	Vanguard Health Care ETF	—	NEW	新建仓
24	DIS	Walt Disney Co/the	—	EXIT	清仓
25	NFLX	Netflix INC	—	NEW	新建仓
26	✓	Invesco Exchange Traded Fd T	—	NEW	新建仓
27	BIBL	Inspire 100 ETF	—	EXIT	清仓
28	VOT	Vanguard Mid-cap Growth ETF	—	EXIT	清仓
29	C	Citigroup INC	—	EXIT	清仓
30	ISMD	Inspire Small/mid Cap ETF	—	EXIT	清仓
31	KO	Coca-cola Co/the	—	EXIT	清仓
32	URI	United Rentals INC	—	EXIT	清仓
33	TIP	Ishares Tips Bond ETF	—	EXIT	清仓
34	GOOGL	Alphabet Inc-cl A	—	NEW	新建仓
35	PWB	Invesco Large Cap Growth ETF	—	NEW	新建仓
36	QCOM	Qualcomm INC	—	EXIT	清仓
37	HIG	Hartford Insurance Group INC	—	EXIT	清仓
38	VGK	Vanguard Ftse Europe ETF	—	EXIT	清仓
39	CME	Cme Group INC	—	NEW	新建仓
40	DVY	Ishares Select Dividend ETF	—	EXIT	清仓
41	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓
42	VEU	Vanguard Ftse All-world Ex-u	—	EXIT	清仓
43	VPU	Vanguard Utilities ETF	—	NEW	新建仓
44	IBM	Intl Business Machines CORP	—	EXIT	清仓
45	PRF	Invesco Rafi US 1000 ETF	—	NEW	新建仓
46	PG	Procter & Gamble Co/the	—	EXIT	清仓
47	INTC	Intel CORP	—	EXIT	清仓
48	MAR	Marriott International -cl A	—	EXIT	清仓
49	VCR	Vanguard Consumer Discre ETF	—	NEW	新建仓
50	CVX	Chevron CORP	—	EXIT	清仓