Kovack Advisors, Inc. — Q4 2017 13F 持股

Name: Kovack Advisors, Inc. — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001728321

申报总市值

US$18.7亿

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本季完整持股清单

仅显示前 200 大持股（共 454 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	5.87%	-0.41%	+22.20%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	4.33%	-0.18%	-12.40%
3	FVD	First Trust Value Line Dvd	ETF-其他	3.23%	—	+0.39%
4	AMZN	Amazon.com INC	股票-周期性消费	2.52%	-0.44%	-5.36%
5	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	1.59%	—	+30.22%
6	META	Meta Platforms Inc-class A	股票-通信服务	1.53%	-0.70%	+0.68%
7	✓	Powershares ETF Tr Ii	ETF-其他	1.46%	—	—
8	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.39%	—	-0.18%
9	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.24%	-0.43%	+1.19%
10	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	1.23%	—	+25.77%
11	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.22%	—	-1.91%
12	T	At&t INC	股票-通信服务	1.09%	—	+11.71%
13	JNJ	Johnson & Johnson	股票-医疗保健	1.08%	—	+26.06%
14	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.07%	+0.13%	-0.09%
15	NAD	Nuveen Quality Municipal Income Fund	股票-其他	1.02%	—	-1.30%
16	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.01%	—	-8.45%
17	CVX	Chevron CORP	股票-能源	0.81%	—	+36.51%
18	VZ	Verizon Communications INC	股票-通信服务	0.75%	—	+8.90%
19	HD	Home Depot INC	股票-周期性消费	0.75%	-0.09%	-8.34%
20	MSFT	Microsoft CORP	股票-科技	0.73%	-1.06%	+43.55%
21	VTV	Vanguard Value ETF	ETF-其他	0.72%	—	-1.55%
22	XOM	Exxon Mobil CORP	股票-能源	0.71%	+0.22%	+16.39%
23	ITA	Ishares U.s. Aerospace & Def	ETF-其他	0.67%	—	+58.81%
24	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.66%	—	+116.93%
25	BXUSD	Blackstone Group Lp/the	股票-其他	0.64%	—	+42.41%
26	SRLN	Ss Blackstone Sr Loan ETF	ETF-其他	0.64%	—	+0.09%
27	✓	Powershares Qqq Trust Ser 1	股票-其他	0.63%	—	—
28	BABA	Alibaba Group Holding-sp Adr	股票-周期性消费	0.59%	—	+47.71%
29	XLK	Ss Technology Select Sector	ETF-科技型	0.59%	—	+13.51%
30	INTC	Intel CORP	股票-科技	0.56%	-0.19%	+42.65%
31	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.53%	—	+34.46%
32	PG	Procter & Gamble Co/the	股票-非周期性消费	0.52%	—	+5.16%
33	PFE	Pfizer INC	股票-医疗保健	0.51%	—	+105.08%
34	BA	Boeing Co/the	股票-工业	0.51%	—	+31.13%
35	✓	Guggenheim S&p 500 Pure Growth	股票-其他	0.51%	—	—
36	GILD	Gilead Sciences INC	股票-医疗保健	0.50%	—	+55.14%
37	VNQ	Vanguard Real Estate ETF	ETF-其他	0.49%	—	-1.31%
38	V	Visa Inc-class A Shares	股票-金融	0.48%	—	+8.21%
39	DVY	Ishares Select Dividend ETF	ETF-其他	0.48%	—	+34.80%
40	IYF	Ishares US Financials ETF	ETF-其他	0.47%	—	+5.11%
41	VUSE	Vident US Eqty Strat ETF	ETF-其他	0.47%	—	+1.55%
42	VIDI	Vident Intl Eqty Strat ETF	ETF-其他	0.47%	—	+1.56%
43	DON	Wisdomtree US Midcap Dividen	ETF-其他	0.46%	—	+198.10%
44	VUG	Vanguard Growth ETF	ETF-其他	0.45%	—	+17.55%
45	AEP	American Electric Power Company, Inc.	股票-公用事业	0.44%	—	+5.94%
46	LMT	Lockheed Martin CORP	股票-工业	0.44%	—	+8.91%
47	VBND	Vident US Bond Strat ETF	ETF-其他	0.44%	—	-0.46%
48	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.44%	—	+54.10%
49	MMM	3m Co	股票-工业	0.43%	—	+401.80%
50	ABBV	Abbvie INC	股票-医疗保健	0.42%	—	+100.13%

1–50 of 200

本季持股变动

Kovack Advisors, Inc. 于截至 Q4 2017 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	MMM	3m Co	+0.3%	+401.80%	加仓
2	USMV	Ishares Msci USA Min Vol Fac	+0.3%	+116.93%	加仓
3	IYLD	Ishares Morningstar Multi-as	+0.3%	+400.23%	加仓
4	GSLC	Goldman Activebeta US Lc ETF	+0.2%	+293.34%	加仓
5	PFE	Pfizer INC	+0.2%	+105.08%	加仓
6	ABBV	Abbvie INC	+0.2%	+100.13%	加仓
7	COP	Conocophillips	+0.2%	+133.61%	加仓
8	MSFT	Microsoft CORP	+0.1%	+43.55%	加仓
9	ITA	Ishares U.s. Aerospace & Def	+0.1%	+58.81%	加仓
10	SSO	Proshares Ultra S&p500	+0.1%	+132.23%	加仓
11	INTC	Intel CORP	+0.1%	+42.65%	加仓
12	UNH	Unitedhealth Group INC	+0.1%	+94.27%	加仓
13	AAPL	Apple INC	+0.1%	+22.20%	加仓
14	AADR	Advisorshares Dorsey Wright	+0.1%	+64.73%	加仓
15	CVX	Chevron CORP	+0.1%	+36.51%	加仓
16	BA	Boeing Co/the	+0.1%	+31.13%	加仓
17	VGK	Vanguard Ftse Europe ETF	+0.1%	+54.10%	加仓
18	BAC	Bank Of America CORP	+0.1%	+41.62%	加仓
19	BABA	Alibaba Group Holding-sp Adr	+0.1%	+47.71%	加仓
20	JNJ	Johnson & Johnson	0%	+26.06%	加仓
21	BXUSD	Blackstone Group Lp/the	0%	+42.41%	加仓
22	VCSH	Vanguard S/t CORP Bond ETF	0%	+30.22%	加仓
23	IGSB	Ishares 1-5y Inv Grade CORP	-0.1%	+25.77%	加仓
24	AMZN	Amazon.com INC	-0.4%	-5.36%	减仓
25	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.6%	-12.40%	减仓
26	✓	Powershares ETF Tr Ii	—	NEW	新建仓
27	✓	Powershares Qqq Trust Ser 1	—	NEW	新建仓
28	✓	Guggenheim S&p 500 Pure Growth	—	NEW	新建仓
29	BKNG	Booking Hldgs INC	—	NEW	新建仓
30	GDXJ	Vaneck Junior Gold Miners	—	EXIT	清仓
31	RDS-A	Shell Plc-spon Adr-a	—	NEW	新建仓
32	PPAUSD	Invesco Aerospace & Defense	—	NEW	新建仓
33	BAC 7.25 PERP L	Bank Of America CORP	—	NEW	新建仓
34	TOTL	Ss Doubleline Tr Tact ETF	—	NEW	新建仓
35	✓	Powershares ETF Tr Ii	—	NEW	新建仓
36	✓	Powershares ETF Tr Ii	—	NEW	新建仓
37	PDI	Pimco Dynamic Income Fund	—	NEW	新建仓
38	✓	Powershares ETF Trust	—	NEW	新建仓
39	VOOG	Vanguard S&p 500 Growth ETF	—	NEW	新建仓
40	OXY	Occidental Petroleum CORP	—	NEW	新建仓
41	IYR	Ishares US Real Estate ETF	—	EXIT	清仓
42	1JFD	Pimco Dynamic Credit And Mor	—	NEW	新建仓
43	ITB	Ishares U.s. Home Constructi	—	NEW	新建仓
44	ARKQ	Ark Autonomous Tech & Robot	—	NEW	新建仓
45	✓	Carter Validus Mission Critical REIT, Inc.	—	EXIT	清仓
46	NOBL	Proshares S&p 500 Dividend A	—	NEW	新建仓
47	C	Citigroup INC	—	NEW	新建仓
48	✓		—	NEW	新建仓
49	NVEEUSD	Nv5 Global INC	—	NEW	新建仓
50	HUM	Humana INC	—	EXIT	清仓