Juncture Wealth Strategies, LLC — Q1 2016 13F 持股

Name: Juncture Wealth Strategies, LLC — 13F Holdings, Q1 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001632866

申报总市值

US$3.8亿

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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	SCHO	Schwab Short-term US Treas	ETF-其他	9.12%	—	+1.47%
2	XLF	Ss Financial Select Sector	ETF-其他	7.17%	—	+0.48%
3	XHB	Ss Spdr S&p Homebldrs ETF	ETF-其他	4.84%	—	+2.86%
4	XLV	Ss Health Care Select Sector	ETF-其他	4.61%	—	-2.42%
5	SCHR	Schwab Intermediate-term US	ETF-其他	4.32%	—	-9.39%
6	DOGUSD	Proshares Short Dow30	ETF-其他	3.64%	—	-9.18%
7	✓	Proshares	股票-其他	3.55%	—	-4.01%
8	RWM	Proshares Short Russell2000	ETF-其他	3.35%	—	-14.01%
9	VT	Vanguard Tot World Stk ETF	ETF-其他	3.13%	—	-5.22%
10	PSQUSD	Proshares Short Qqq	ETF-其他	2.81%	—	+4.65%
11	ACWI	Ishares Msci Acwi ETF	ETF-其他	2.77%	—	-5.94%
12	XLK	Ss Technology Select Sector	ETF-科技型	2.72%	—	-16.38%
13	SMHC	VanEck China Semiconductor ETF	ETF-新兴市场	2.35%	—	—
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.32%	-0.10%	-12.07%
15	XLP	Ss Consumer Staples Sel Sect	ETF-其他	2.31%	—	-8.28%
16	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	2.16%	—	+13.52%
17	IWC	Ishares Micro-cap ETF	ETF-其他	1.95%	—	+1.85%
18	EZU	Ishares Msci Eurozone ETF	ETF-其他	1.93%	—	+11.14%
19	IXN	Ishares Global Tech ETF	ETF-科技型	1.66%	—	+1.86%
20	VNQ	Vanguard Real Estate ETF	ETF-其他	1.61%	-0.35%	+1.74%
21	FDN	First Trust Dj Internet Ind	ETF-其他	1.36%	—	+126.02%
22	IXJ	Ishares Global Healthcare Et	ETF-其他	1.31%	—	+24.54%
23	FBT	First Trust Nyse Arca Biotec	ETF-其他	1.23%	—	+97.23%
24	SCHD	Schwab US Dvd Equity ETF	ETF-其他	1.18%	-1.30%	+20.60%
25	RWX	State Street Spdr Dow Jones	ETF-其他	0.91%	—	-1.13%
26	CRUS	Cirrus Logic INC	股票-科技	0.87%	—	+182.79%
27	IPHI	Inphi CORP	股票-其他	0.86%	—	—
28	CSCO	Cisco Systems INC	股票-科技	0.82%	—	+5.18%
29	KMB	Kimberly-clark CORP	股票-非周期性消费	0.78%	—	-2.47%
30	ABMDEUR	Abiomed INC	股票-其他	0.75%	—	+27.07%
31	DRI	Darden Restaurants INC	股票-周期性消费	0.75%	—	—
32	CRM	Salesforce INC	股票-科技	0.75%	—	-5.34%
33	FXI	Ishares China Large-cap ETF	ETF-新兴市场	0.73%	—	+29.43%
34	SUPN	Supernus Pharmaceuticals INC	股票-医疗保健	0.72%	—	+87.86%
35	IPGP	Ipg Photonics CORP	股票-科技	0.72%	—	+3.45%
36	PBPUSD	Invesco S&p 500 Buywrite ETF	ETF-大型股与成长	0.72%	—	+3.42%
37	IXG	Ishares Global Financials Et	ETF-其他	0.72%	—	+4.82%
38	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.72%	—	—
39	SWKS	Skyworks Solutions INC	股票-科技	0.69%	—	+37.55%
40	✓	Fleetmatics Group PLC	股票-其他	0.67%	—	+26.88%
41	✓	Cavium INC	股票-其他	0.63%	—	-2.30%
42	EGHT	8x8 INC	股票-其他	0.62%	—	—
43	VOD	Vodafone Group Plc-sp Adr	股票-通信服务	0.60%	—	+1.61%
44	SCHF	Schwab Intl Equity ETF	ETF-其他	0.57%	—	+119.18%
45	SMHC	VanEck China Semiconductor ETF	ETF-新兴市场	0.57%	—	-2.98%
46	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.56%	—	-34.69%
47	WOOD	Ishares Global Timber & Fore	ETF-其他	0.55%	—	+23.70%
48	AEP	American Electric Power	股票-公用事业	0.53%	—	-1.80%
49	ALXN	Alexion Pharmaceuticals INC	股票-其他	0.53%	—	-9.12%
50	UTHR	United Therapeutics CORP	股票-医疗保健	0.53%	—	+3.22%

1–50 of 75

本季持股变动

Juncture Wealth Strategies, LLC 于截至 Q1 2016 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	FDN	First Trust Dj Internet Ind	+0.7%	+126.02%	加仓
2	CRUS	Cirrus Logic INC	+0.6%	+182.79%	加仓
3	FBT	First Trust Nyse Arca Biotec	+0.4%	+97.23%	加仓
4	SUPN	Supernus Pharmaceuticals INC	+0.4%	+87.86%	加仓
5	SCHF	Schwab Intl Equity ETF	+0.3%	+119.18%	加仓
6	VOT	Vanguard Mid-cap Growth ETF	+0.3%	+13.52%	加仓
7	SCHD	Schwab US Dvd Equity ETF	+0.2%	+20.60%	加仓
8	SWKS	Skyworks Solutions INC	+0.2%	+37.55%	加仓
9	ABMDEUR	Abiomed INC	+0.2%	+27.07%	加仓
10	IXJ	Ishares Global Healthcare Et	+0.2%	+24.54%	加仓
11	CALM	Cal-maine Foods INC	+0.2%	+74.00%	加仓
12	FTNT	Fortinet INC	+0.2%	+58.34%	加仓
13	EZU	Ishares Msci Eurozone ETF	+0.1%	+11.14%	加仓
14	FXI	Ishares China Large-cap ETF	+0.1%	+29.43%	加仓
15	PSQUSD	Proshares Short Qqq	+0.1%	+4.65%	加仓
16	SCHO	Schwab Short-term US Treas	+0.1%	+1.47%	加仓
17	LLY	Eli Lilly & Co	-0.1%	-4.21%	减仓
18	SYNA	Synaptics INC	-0.1%	-19.93%	减仓
19	NVS	Novartis Ag-sponsored Adr	-0.2%	-12.22%	减仓
20	✓	Sucampo Pharmaceuticals INC	-0.2%	+0.41%	加仓
21	ETR	Entergy CORP	-0.2%	-60.00%	减仓
22	LOGMEUR	Logmein INC	-0.2%	-1.78%	减仓
23	UTHR	United Therapeutics CORP	-0.2%	+3.22%	加仓
24	VT	Vanguard Tot World Stk ETF	-0.2%	-5.22%	减仓
25	ACWI	Ishares Msci Acwi ETF	-0.2%	-5.94%	减仓
26	INSYEUR	Insys Therapeutics INC	-0.2%	-25.36%	减仓
27	ALXN	Alexion Pharmaceuticals INC	-0.3%	-9.12%	减仓
28	✓	Proshares	-0.3%	-4.01%	减仓
29	SNCREUR	Synchronoss Technologies INC	-0.3%	-49.66%	减仓
30	SHY	Ishares 1-3 Year Treasury Bo	-0.3%	-34.69%	减仓
31	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-12.07%	减仓
32	AMBA	Ambarella, Inc.	-0.4%	-43.87%	减仓
33	SCHR	Schwab Intermediate-term US	-0.4%	-9.39%	减仓
34	XLK	Ss Technology Select Sector	-0.5%	-16.38%	减仓
35	XLV	Ss Health Care Select Sector	-0.5%	-2.42%	减仓
36	XLF	Ss Financial Select Sector	-0.5%	+0.48%	加仓
37	NIBUSD	Ipath Bloomberg Cocoa Subind	-0.5%	-43.33%	减仓
38	DOGUSD	Proshares Short Dow30	-0.5%	-9.18%	减仓
39	RWM	Proshares Short Russell2000	-0.6%	-14.01%	减仓
40	SMHC	VanEck China Semiconductor ETF	—	NEW	新建仓
41	IPHI	Inphi CORP	—	NEW	新建仓
42	LRCXEUR	Lam Research CORP	—	EXIT	清仓
43	SCHM	Schwab US Mid Cap ETF	—	NEW	新建仓
44	EGHT	8x8 INC	—	NEW	新建仓
45	ZD	Ziff Davis INC	—	EXIT	清仓
46	✓	Vasco Data Securit Usd 0.001 Com	—	EXIT	清仓
47	IAUUSD	Ishares Gold Trust	—	NEW	新建仓
48	JXI	Ishares Global Utilities ETF	—	EXIT	清仓
49	IJH	Ishares Core S&p Midcap ETF	—	NEW	新建仓
50	SCHV	Schwab US Large-cap Value	—	EXIT	清仓