Miles Capital, INC. — Q4 2013 13F 持股

Name: Miles Capital, INC. — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001276151

申报总市值

US$9282.6万

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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	VEA	Vanguard Ftse Developed ETF	ETF-其他	15.91%	+2.94%	+0.45%
2	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	7.34%	—	+3.31%
3	BND	Vanguard Total Bond Market	ETF-其他	5.40%	—	+11.28%
4	DJP	Ipath Bloomberg Commodity In	ETF-避险与商品	4.88%	—	+13.85%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	4.09%	-0.05%	-0.20%
6	IWM	Ishares Russell 2000 ETF	ETF-中小型股	2.82%	+1.37%	-0.04%
7	VNQ	Vanguard Real Estate ETF	ETF-其他	1.98%	+0.08%	+3.52%
8	BWX	State Street Spdr Bloomberg	ETF-其他	1.68%	—	+0.69%
9	OPLN	Openlane INC	股票-其他	1.63%	—	+15.36%
10	ORCL	Oracle CORP	股票-科技	1.39%	—	+17.40%
11	AIG	American International Group	股票-金融	1.35%	—	+28.26%
12	KO	Coca-cola Co/the	股票-非周期性消费	1.35%	—	+58.03%
13	UFS	Domtar CORP	股票-其他	1.29%	—	+21.00%
14	MRK	Merck & Co. INC.	股票-医疗保健	1.28%	—	+17.28%
15	AEP	American Electric Power Company, Inc.	股票-公用事业	1.28%	—	+18.38%
16	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.24%	—	—
17	✓		股票-其他	1.20%	—	+20.92%
18	THO	Thor Industries INC	股票-周期性消费	1.20%	—	+195.04%
19	TGT	Target CORP	股票-周期性消费	1.17%	+0.75%	NEW
20	OXY	Occidental Petroleum CORP	股票-能源	1.16%	—	+16.20%
21	BAX	Baxter International INC	股票-医疗保健	1.10%	—	+78.22%
22	VB	Vanguard Small-cap ETF	ETF-其他	1.08%	—	—
23	JPM	Jpmorgan Chase & Co	股票-金融	1.05%	—	+18.59%
24	MSFT	Microsoft CORP	股票-科技	1.04%	—	+47.93%
25	NOVEUR	National Oilwell Varco INC	股票-其他	1.04%	—	+8.40%
26	PRU	Prudential Financial INC	股票-金融	1.04%	—	+26.15%
27	BEN	Franklin Resources INC	股票-金融	1.03%	—	+20.45%
28	JNJ	Johnson & Johnson	股票-医疗保健	0.95%	—	+27.53%
29	CVX	Chevron CORP	股票-能源	0.94%	-0.26%	+39.19%
30	MO	Altria Group INC	股票-非周期性消费	0.93%	—	+14.33%
31	✓	St Jude Med INC	股票-其他	0.92%	—	+20.04%
32	WFC	Wells Fargo & Co	股票-金融	0.89%	—	+22.79%
33	D	Dominion Energy INC	股票-公用事业	0.86%	—	+17.31%
34	EFA	Ishares Msci Eafe ETF	ETF-其他	0.86%	—	+57.75%
35	PNC	Pnc Financial Services Group	股票-金融	0.86%	—	+22.47%
36	CL	Colgate-palmolive Co	股票-非周期性消费	0.81%	—	+16.80%
37	XOM	Exxon Mobil CORP	股票-能源	0.80%	—	—
38	TIP	Ishares Tips Bond ETF	ETF-其他	0.80%	—	+27.46%
39	DFSEUR	Discover Financial Services	股票-其他	0.78%	—	+12.79%
40	VZ	Verizon Communications INC	股票-通信服务	0.76%	—	+10.20%
41	9990302D	Apache CORP	股票-其他	0.76%	—	+20.31%
42	✓		股票-其他	0.76%	—	+17.25%
43	MRVL	Marvell Technology, Inc.	股票-科技	0.74%	—	+16.87%
44	CB	Chubb Limited	股票-金融	0.65%	—	+17.06%
45	CSCO	Cisco Systems INC	股票-科技	0.62%	—	—
46	✓		股票-其他	0.62%	—	-30.01%
47	AEP	American Electric Power	股票-公用事业	0.60%	—	+17.12%
48	UNP	Union Pacific CORP	股票-工业	0.59%	—	-2.91%
49	COST	Costco Wholesale Corporation	股票-非周期性消费	0.56%	—	—
50	✓	Chambers Str Pptys	股票-其他	0.53%	—	+36.84%

1–50 of 107

本季持股变动

Miles Capital, INC. 于截至 Q4 2013 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	THO	Thor Industries INC	+0.7%	+195.04%	加仓
2	KO	Coca-cola Co/the	+0.4%	+58.03%	加仓
3	BAX	Baxter International INC	+0.4%	+78.22%	加仓
4	EFA	Ishares Msci Eafe ETF	+0.4%	+57.75%	加仓
5	MSFT	Microsoft CORP	+0.3%	+47.93%	加仓
6	✓		+0.3%	+20.92%	加仓
7	UFS	Domtar CORP	+0.2%	+21.00%	加仓
8	PRU	Prudential Financial INC	+0.2%	+26.15%	加仓
9	AEP	American Electric Power Company, Inc.	+0.2%	+18.38%	加仓
10	ORCL	Oracle CORP	+0.2%	+17.40%	加仓
11	AIG	American International Group	+0.2%	+28.26%	加仓
12	CVX	Chevron CORP	+0.2%	+39.19%	加仓
13	BEN	Franklin Resources INC	+0.2%	+20.45%	加仓
14	✓	St Jude Med INC	+0.2%	+20.04%	加仓
15	MRVL	Marvell Technology, Inc.	+0.2%	+16.87%	加仓
16	JPM	Jpmorgan Chase & Co	+0.1%	+18.59%	加仓
17	JNJ	Johnson & Johnson	+0.1%	+27.53%	加仓
18	WFC	Wells Fargo & Co	+0.1%	+22.79%	加仓
19	MRK	Merck & Co. INC.	+0.1%	+17.28%	加仓
20	OPLN	Openlane INC	+0.1%	+15.36%	加仓
21	DJP	Ipath Bloomberg Commodity In	-0.2%	+13.85%	加仓
22	IWM	Ishares Russell 2000 ETF	-0.2%	-0.04%	减仓
23	IVV	Ishares Core S&p 500 ETF	-0.3%	-0.20%	减仓
24	BND	Vanguard Total Bond Market	-0.3%	+11.28%	加仓
25	✓		-0.4%	-30.01%	减仓
26	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	-0.8%	+3.31%	加仓
27	VEA	Vanguard Ftse Developed ETF	-1.6%	+0.45%	加仓
28	XOM	Exxon Mobil CORP	—	NEW	新建仓
29	PBF	Pbf Energy Inc-class A	—	EXIT	清仓
30	CSCO	Cisco Systems INC	—	NEW	新建仓
31	COST	Costco Wholesale Corporation	—	NEW	新建仓
32	MSFT	Microsoft Corporation	—	EXIT	清仓
33	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清仓
34	✓	Cbs CORP New	—	EXIT	清仓
35	SIMO	Silicon Motion Technology Corporation	—	NEW	新建仓
36	MATX	Matson INC	—	NEW	新建仓
37	VMI	Valmont Industries	—	NEW	新建仓
38	8TG	Thermon Group Holdings INC	—	EXIT	清仓
39	ACWI	iShares MSCI ACWI ETF	—	NEW	新建仓
40	ALEX	Alexander & Baldwin INC	—	NEW	新建仓
41	✓		—	NEW	新建仓
42	MRSH	Marsh & Mclennan Cos	—	EXIT	清仓
43	SPUSD	Sp Plus CORP	—	NEW	新建仓
44	HAE	Haemonetics Corp/mass	—	NEW	新建仓
45	JBL	Jabil INC	—	EXIT	清仓
46	CEVA	Ceva INC	—	NEW	新建仓
47	SDY	Ss Spdr S&p Dividend ETF	—	EXIT	清仓
48	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
49	OSIS	Osi Systems INC	—	EXIT	清仓
50	✓	Standard Parking CORP	—	EXIT	清仓