Neumann Capital Management, LLC — Q2 2015 13F 持股

Name: Neumann Capital Management, LLC — 13F Holdings, Q2 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001631930

申报总市值

US$3.4亿

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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	GILD	Gilead Sciences INC	股票-医疗保健	5.50%	+0.17%	-0.73%
2	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	4.27%	+0.23%	+4.57%
3	IJH	Ishares Core S&p Midcap ETF	ETF-其他	4.26%	+0.13%	+0.71%
4	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	3.85%	—	+2.30%
5	AAPL	Apple INC	股票-科技	3.68%	-0.46%	+1.94%
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	3.67%	-0.57%	-3.56%
7	CVS	Cvs Health CORP	股票-医疗保健	3.63%	-0.05%	+5.30%
8	AMLPUSD	Alerian Mlp ETF	ETF-其他	3.60%	—	+3.85%
9	ORCL	Oracle CORP	股票-科技	3.53%	-0.92%	+1.37%
10	VNQ	Vanguard Real Estate ETF	ETF-其他	3.27%	—	+4.65%
11	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	3.24%	-0.09%	-3.13%
12	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	2.94%	-0.06%	+1.22%
13	AEP	American Electric Power Company, Inc.	股票-公用事业	2.30%	—	-0.22%
14	MMM	3m Co	股票-工业	2.20%	—	-0.45%
15	JNJ	Johnson & Johnson	股票-医疗保健	2.19%	+0.17%	—
16	PG	Procter & Gamble Co/the	股票-非周期性消费	2.15%	—	-1.03%
17	CVX	Chevron CORP	股票-能源	2.03%	+0.21%	+2.40%
18	DGS	Wisdomtree Em Small Cap	ETF-中小型股	1.95%	+0.18%	+6.48%
19	SNI	Scripps Networks Inter-cl A	股票-其他	1.69%	—	+7.13%
20	TGT	Target CORP	股票-周期性消费	1.56%	+0.09%	—
21	MET	Metlife INC	股票-金融	1.45%	—	+0.50%
22	IBM	Intl Business Machines CORP	股票-科技	1.41%	—	—
23	BAC	Bank Of America CORP	股票-金融	1.36%	-0.15%	—
24	JPM	Jpmorgan Chase & Co	股票-金融	1.23%	-0.11%	—
25	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	1.22%	-0.08%	-18.43%
26	VZ	Verizon Communications INC	股票-通信服务	1.20%	+0.13%	+2.86%
27	AXP	American Express Company	股票-金融	1.19%	—	—
28	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.18%	-0.17%	+18.67%
29	WFC	Wells Fargo & Co	股票-金融	1.16%	-0.05%	—
30	DE	Deere & Co	股票-工业	1.16%	—	—
31	CHRW	C.h. Robinson Worldwide INC	股票-工业	1.14%	—	—
32	ALL	Allstate CORP	股票-金融	1.09%	—	-1.50%
33	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	1.03%	-0.01%	-4.17%
34	PFE	Pfizer INC	股票-医疗保健	0.99%	—	—
35	KSS	Kohls CORP	股票-周期性消费	0.94%	—	+2.58%
36	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.94%	+0.06%	+8.87%
37	IJT	Ishares S&p Small-cap 600 Gr	ETF-其他	0.93%	—	+14.72%
38	VT	Vanguard Tot World Stk ETF	ETF-其他	0.92%	-0.06%	+4.29%
39	GOOG	Alphabet A	股票-通信服务	0.90%	—	+32.07%
40	SCHW	Schwab (charles) CORP	股票-金融	0.84%	—	-9.01%
41	ACN	Accenture plc	股票-科技	0.84%	-0.14%	—
42	MUR	Murphy Oil CORP	股票-能源	0.82%	—	+6.19%
43	EFA	Ishares Msci Eafe ETF	ETF-其他	0.73%	—	+4.51%
44	KO	Coca-cola Co/the	股票-非周期性消费	0.72%	—	-5.70%
45	PEG	Public Service Enterprise Gp	股票-公用事业	0.70%	—	+17.69%
46	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.70%	—	+15.19%
47	ETRA	E*trade Financial CORP	股票-其他	0.66%	—	-0.32%
48	COP	Conocophillips	股票-能源	0.66%	+0.05%	—
49	9990302D	Apache CORP	股票-其他	0.65%	—	-1.93%
50	IMCG	Ishares Morningstar Mid-cap	ETF-其他	0.64%	—	—

1–50 of 80

本季持股变动

Neumann Capital Management, LLC 于截至 Q2 2015 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	GILD	Gilead Sciences INC	+0.9%	-0.73%	减仓
2	CVS	Cvs Health CORP	+0.2%	+5.30%	加仓
3	GOOG	Alphabet A	+0.2%	+32.07%	加仓
4	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+18.67%	加仓
5	IJR	Ishares Core S&p Small-cap E	+0.2%	+4.57%	加仓
6	AEP	American Electric Power Company, Inc.	+0.2%	-0.22%	减仓
7	MET	Metlife INC	+0.2%	+0.50%	加仓
8	BAC	Bank Of America CORP	+0.1%	—	不变
9	JPM	Jpmorgan Chase & Co	+0.1%	—	不变
10	IJT	Ishares S&p Small-cap 600 Gr	+0.1%	+14.72%	加仓
11	NFLX	Netflix INC	+0.1%	—	不变
12	DE	Deere & Co	+0.1%	—	不变
13	AAPL	Apple INC	+0.1%	+1.94%	加仓
14	IJS	Ishares S&p Small-cap 600 Va	+0.1%	+15.19%	加仓
15	DGS	Wisdomtree Em Small Cap	+0.1%	+6.48%	加仓
16	DIS	Walt Disney Co/the	+0.1%	+8.99%	加仓
17	IJK	Ishares S&p Mid-cap 400 Grow	+0.1%	+8.87%	加仓
18	UNM	Unum Group	+0.1%	+22.11%	加仓
19	EFV	Ishares Msci Eafe Value ETF	+0.1%	+50.62%	加仓
20	PEG	Public Service Enterprise Gp	+0.1%	+17.69%	加仓
21	ROP	Roper Technologies INC	+0.1%	+15.09%	加仓
22	IBB	Ishares Biotechnology ETF	+0.1%	—	不变
23	WFC	Wells Fargo & Co	0%	—	不变
24	PFE	Pfizer INC	0%	—	不变
25	MUR	Murphy Oil CORP	0%	+6.19%	加仓
26	9990302D	Apache CORP	-0.1%	-1.93%	减仓
27	IJJ	Ishares S&p Mid-cap 400 Valu	-0.1%	-4.17%	减仓
28	STZ	Constellation Brands Inc-a	-0.1%	-28.30%	减仓
29	JNJ	Johnson & Johnson	-0.1%	—	不变
30	KO	Coca-cola Co/the	-0.1%	-5.70%	减仓
31	✓	Powershares Global ETF Trust	-0.1%	-18.87%	减仓
32	XOM	Exxon Mobil CORP	-0.1%	-40.84%	减仓
33	AMLPUSD	Alerian Mlp ETF	-0.1%	+3.85%	加仓
34	CVX	Chevron CORP	-0.1%	+2.40%	加仓
35	ALL	Allstate CORP	-0.1%	-1.50%	减仓
36	PG	Procter & Gamble Co/the	-0.1%	-1.03%	减仓
37	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-3.56%	减仓
38	MMM	3m Co	-0.2%	-0.45%	减仓
39	SDY	Ss Spdr S&p Dividend ETF	-0.2%	-3.13%	减仓
40	ORCL	Oracle CORP	-0.2%	+1.37%	加仓
41	CHRW	C.h. Robinson Worldwide INC	-0.2%	—	不变
42	KSS	Kohls CORP	-0.2%	+2.58%	加仓
43	✓	Google INC Class C	-0.2%	-32.53%	减仓
44	VNQ	Vanguard Real Estate ETF	-0.3%	+4.65%	加仓
45	IUSG	Ishares Core S&p U.s. Growth	-0.3%	-18.43%	减仓
46	IVE	Ishares S&p 500 Value ETF	—	EXIT	清仓
47	CL	Colgate-palmolive Co	—	EXIT	清仓
48	SPWRQ	Sunpower CORP	—	NEW	新建仓
49	XPCQX	Pimco California Muni INC Fd	—	EXIT	清仓
50	✓	Western Asset Glb Ptnrs Inco	—	EXIT	清仓