Longer Investments Inc. — Q2 2016 13F 持股

Name: Longer Investments Inc. — 13F Holdings, Q2 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001534417

申报总市值

US$8458.3万

← 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	GOF	Guggenheim Strategic Opportunities Fund	股票-其他	11.90%	—	+2.20%
2	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	11.15%	-0.35%	-13.80%
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	10.14%	—	+190.54%
4	DVY	Ishares Select Dividend ETF	ETF-其他	8.47%	+1.34%	-8.50%
5	BBN	Blackrock Taxable Muni Bnd	股票-其他	5.09%	-1.73%	-11.82%
6	XLF	Ss Financial Select Sector	ETF-其他	4.49%	-0.90%	+185.93%
7	XHB	Ss Spdr S&p Homebldrs ETF	ETF-其他	3.61%	—	+7.19%
8	AEP	American Electric Power Company, Inc.	股票-公用事业	3.31%	—	+18.75%
9	MSFT	Microsoft CORP	股票-科技	2.64%	+0.28%	+55.91%
10	AAPL	Apple INC	股票-科技	2.63%	+0.02%	-14.00%
11	INTC	Intel CORP	股票-科技	2.57%	+0.65%	-4.89%
12	CSCO	Cisco Systems INC	股票-科技	2.46%	+0.65%	—
13	PG	Procter & Gamble Co/the	股票-非周期性消费	2.42%	-0.63%	-25.16%
14	✓	Merck & Co., Inc.	股票-其他	2.40%	-0.62%	+28.62%
15	ORCL	Oracle CORP	股票-科技	2.38%	—	+5.72%
16	AVGO	Broadcom Inc.	股票-科技	2.36%	—	—
17	EMR	Emerson Electric Co	股票-工业	2.25%	+0.25%	+29.48%
18	T	At&t INC	股票-通信服务	2.02%	+0.20%	-24.73%
19	JNJ	Johnson & Johnson	股票-医疗保健	2.02%	—	—
20	KO	Coca-cola Co/the	股票-非周期性消费	1.84%	—	-0.06%
21	BAC	Bank Of America CORP	股票-金融	1.83%	+0.20%	+32.63%
22	ABT	Abbott Laboratories	股票-医疗保健	1.83%	+0.12%	—
23	PCAR	Paccar INC	股票-工业	1.67%	+2.31%	NEW
24	SCHW	Schwab (charles) CORP	股票-金融	1.56%	—	—
25	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	1.41%	—	-62.86%
26	KEY	Keycorp	股票-金融	1.34%	+0.10%	—
27	GT	Goodyear Tire & Rubber Co	股票-周期性消费	1.24%	—	—
28	ACWX	Ishares Msci Acwi Ex US ETF	ETF-其他	0.82%	—	-90.91%
29	AA	Alcoa INC Com	股票-原材料	0.82%	—	—
30	SDS	ProShares UltraShort S&P500	股票-其他	0.39%	—	—
31	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.38%	+13.08%	NEW
32	WMT	Walmart INC	股票-非周期性消费	0.32%	+0.03%	-33.33%
33	IEV	Ishares Europe ETF	ETF-其他	0.25%	—	-7.38%

本季持股变动

Longer Investments Inc. 于截至 Q2 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	AGG	Ishares Core U.s. Aggregate	+7.6%	+190.54%	加仓
2	GOF	Guggenheim Strategic Opportunities Fund	+3.4%	+2.20%	加仓
3	XLF	Ss Financial Select Sector	+3.3%	+185.93%	加仓
4	DVY	Ishares Select Dividend ETF	+1.8%	-8.50%	减仓
5	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+1.7%	-13.80%	减仓
6	MSFT	Microsoft CORP	+1.3%	+55.91%	加仓
7	AEP	American Electric Power Company, Inc.	+1.2%	+18.75%	加仓
8	✓	Merck & Co., Inc.	+1.1%	+28.62%	加仓
9	XHB	Ss Spdr S&p Homebldrs ETF	+1.1%	+7.19%	加仓
10	BBN	Blackrock Taxable Muni Bnd	+1%	-11.82%	减仓
11	EMR	Emerson Electric Co	+0.9%	+29.48%	加仓
12	BAC	Bank Of America CORP	+0.8%	+32.63%	加仓
13	ORCL	Oracle CORP	+0.7%	+5.72%	加仓
14	JNJ	Johnson & Johnson	+0.7%	—	不变
15	CSCO	Cisco Systems INC	+0.6%	—	不变
16	INTC	Intel CORP	+0.6%	-4.89%	减仓
17	KO	Coca-cola Co/the	+0.4%	-0.06%	减仓
18	PCAR	Paccar INC	+0.4%	+2.72%	加仓
19	T	At&t INC	+0.2%	-24.73%	减仓
20	PG	Procter & Gamble Co/the	+0.1%	-25.16%	减仓
21	IEV	Ishares Europe ETF	0%	-7.38%	减仓
22	AAPL	Apple INC	—	-14.00%	减仓
23	WMT	Walmart INC	0%	-33.33%	减仓
24	IWM	Ishares Russell 2000 ETF	-0.2%	-49.37%	减仓
25	XLU	St Sr Utl Sl Se Spdr Etf-usd	-1.3%	-62.86%	减仓
26	ACWX	Ishares Msci Acwi Ex US ETF	-6.1%	-90.91%	减仓
27	VOO	Vanguard S&p 500 ETF	—	EXIT	清仓
28	DWX	State Street Spdr S&p Intern	—	EXIT	清仓
29	XLB	Ss Materials Select Sector	—	EXIT	清仓
30	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清仓
31	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
32	AAXJ	Ishares Msci All Country Asi	—	EXIT	清仓
33	INDA	Ishares Msci India ETF	—	EXIT	清仓
34	KRE	Ss Spdr S&p Regional Bank	—	EXIT	清仓
35	AVGO	Broadcom Inc.	—	NEW	新建仓
36	QCOM	Qualcomm INC	—	EXIT	清仓
37	KSS	Kohls CORP	—	EXIT	清仓
38	✓	Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs	—	EXIT	清仓
39	F	Ford Motor Co	—	EXIT	清仓
40	ABT	Abbott Laboratories	—	NEW	新建仓
41	EVR	Evercore INC - A	—	EXIT	清仓
42	✓	Whole Foods Mkt INC	—	EXIT	清仓
43	SCHW	Schwab (charles) CORP	—	NEW	新建仓
44	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
45	ADM	Archer-daniels-midland Co	—	EXIT	清仓
46	KEY	Keycorp	—	NEW	新建仓
47	GT	Goodyear Tire & Rubber Co	—	NEW	新建仓
48	AA	Alcoa INC Com	—	NEW	新建仓
49	✓	Spdr Dow Jones Indl Avrg ETF U	—	EXIT	清仓
50	SDS	ProShares UltraShort S&P500	—	NEW	新建仓