Peachtree Investment Advisors, Inc. — Q1 2017 13F 持股

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q1 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001598381

申报总市值

US$1.3亿

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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	SCHF	Schwab Intl Equity ETF	ETF-其他	10.69%	-0.64%	+17.98%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	5.17%	+1.59%	+40.39%
3	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	4.52%	+1.45%	+18.91%
4	AAPL	Apple INC	股票-科技	4.37%	-0.89%	-5.80%
5	HD	Home Depot INC	股票-周期性消费	3.64%	-0.13%	+2.15%
6	AGG	Ishares Core U.s. Aggregate	ETF-其他	3.00%	-0.39%	EXIT
7	MSFT	Microsoft CORP	股票-科技	2.98%	+0.03%	-2.27%
8	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	2.61%	-6.61%	EXIT
9	JNJ	Johnson & Johnson	股票-医疗保健	2.53%	—	+0.73%
10	BSV	Vanguard Short-term Bond ETF	ETF-其他	2.38%	+1.24%	+59.86%
11	LOW	Lowe's Cos INC	股票-周期性消费	2.26%	-0.09%	+0.71%
12	PG	Procter & Gamble Co/the	股票-非周期性消费	2.19%	+0.49%	-0.37%
13	ITW	Illinois Tool Works	股票-工业	2.04%	—	-4.13%
14	TXN	Texas Instruments INC	股票-科技	2.03%	+0.09%	-3.60%
15	IYH	Ishares U.s. Healthcare ETF	ETF-其他	1.98%	—	-0.25%
16	IYW	Ishares Ustechnology ETF	ETF-科技型	1.94%	-0.14%	+3.17%
17	KRE	Ss Spdr S&p Regional Bank	ETF-其他	1.94%	-0.31%	+12.23%
18	IYF	Ishares US Financials ETF	ETF-其他	1.76%	—	+3.00%
19	DOW	Dow Chem Co	股票-原材料	1.69%	—	-4.67%
20	INTC	Intel CORP	股票-科技	1.66%	—	-1.61%
21	JPM	Jpmorgan Chase & Co	股票-金融	1.55%	+0.36%	-3.64%
22	KHC	Kraft Heinz Co/the	股票-非周期性消费	1.50%	-0.10%	+1.88%
23	QCOM	Qualcomm INC	股票-科技	1.46%	—	+4.56%
24	CSCO	Cisco Systems INC	股票-科技	1.46%	+0.06%	-6.28%
25	DOV	Dover CORP	股票-工业	1.45%	-0.09%	-0.88%
26	TGT	Target CORP	股票-周期性消费	1.42%	—	+0.59%
27	COST	Costco Wholesale CORP	股票-非周期性消费	1.22%	+0.07%	+13.23%
28	CNQ	Canadian Natural Resources	股票-能源	1.13%	-0.51%	EXIT
29	T	At&t INC	股票-通信服务	1.13%	-0.04%	+20.68%
30	AEP	American Electric Power Company, Inc.	股票-公用事业	1.06%	—	+4.59%
31	CAT	Caterpillar INC	股票-工业	1.00%	+0.35%	+2.60%
32	VZ	Verizon Communications INC	股票-通信服务	0.97%	+0.25%	-1.53%
33	PM	Philip Morris International	股票-非周期性消费	0.95%	-0.04%	—
34	KO	Coca-cola Co/the	股票-非周期性消费	0.92%	—	-10.98%
35	HDV	Ishares Core High Dividend E	ETF-其他	0.85%	—	-9.22%
36	MRK	Merck & Co. INC.	股票-医疗保健	0.85%	—	-3.88%
37	ABBNY	Abb Ltd-spon Adr	股票-工业	0.84%	-0.01%	+0.96%
38	NVS	Novartis Ag-sponsored Adr	股票-医疗保健	0.83%	—	+8.50%
39	✓	Powershares Global ETF Trust	ETF-其他	0.80%	—	+23.75%
40	MO	Altria Group INC	股票-非周期性消费	0.79%	-0.40%	EXIT
41	DVY	Ishares Select Dividend ETF	ETF-其他	0.75%	—	+3.62%
42	DVN	Devon Energy CORP	股票-能源	0.70%	-0.34%	EXIT
43	ECL	Ecolab INC	股票-原材料	0.69%	—	—
44	IYC	Ishares US Consumer Discreti	ETF-其他	0.66%	+0.05%	-2.99%
45	IYJ	Ishares U.s. Industrials ETF	ETF-其他	0.63%	-0.05%	+7.95%
46	CVX	Chevron CORP	股票-能源	0.56%	—	-2.08%
47	IWF	Ishares Russell 1000 Growth	ETF-其他	0.55%	—	+22.56%
48	RF	Regions Financial CORP	股票-金融	0.55%	-0.21%	-24.14%
49	SRLN	Ss Blackstone Sr Loan ETF	ETF-其他	0.54%	-0.09%	+10.16%
50	IYK	Ishares US Consumer Staples	ETF-其他	0.51%	—	-9.96%

1–50 of 82

本季持股变动

Peachtree Investment Advisors, Inc. 于截至 Q1 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	SCHF	Schwab Intl Equity ETF	+1.7%	+17.98%	加仓
2	IVV	Ishares Core S&p 500 ETF	+1.4%	+40.39%	加仓
3	VWO	Vanguard Ftse Emerging Marke	+0.9%	+18.91%	加仓
4	BSV	Vanguard Short-term Bond ETF	+0.8%	+59.86%	加仓
5	AAPL	Apple INC	+0.4%	-5.80%	减仓
6	LOW	Lowe's Cos INC	+0.2%	+0.71%	加仓
7	HD	Home Depot INC	+0.2%	+2.15%	加仓
8	IYW	Ishares Ustechnology ETF	+0.1%	+3.17%	加仓
9	COST	Costco Wholesale CORP	+0.1%	+13.23%	加仓
10	PM	Philip Morris International	+0.1%	—	不变
11	EMB	Ishares Jp Morgan Usd Emergi	+0.1%	+8.66%	加仓
12	✓	Powershares Global ETF Trust	+0.1%	+23.75%	加仓
13	T	At&t INC	+0.1%	+20.68%	加仓
14	IWF	Ishares Russell 1000 Growth	+0.1%	+22.56%	加仓
15	ADBE	Adobe INC	+0.1%	—	不变
16	HON	Honeywell International INC	+0.1%	+28.64%	加仓
17	WMT	Walmart INC	+0.1%	+28.61%	加仓
18	UPS	United Parcel Service-cl B	+0.1%	+33.80%	加仓
19	KRE	Ss Spdr S&p Regional Bank	+0.1%	+12.23%	加仓
20	JNJ	Johnson & Johnson	0%	+0.73%	加仓
21	ABBNY	Abb Ltd-spon Adr	0%	+0.96%	加仓
22	NVS	Novartis Ag-sponsored Adr	0%	+8.50%	加仓
23	IYJ	Ishares U.s. Industrials ETF	0%	+7.95%	加仓
24	IYH	Ishares U.s. Healthcare ETF	0%	-0.25%	减仓
25	TXN	Texas Instruments INC	0%	-3.60%	减仓
26	DOV	Dover CORP	0%	-0.88%	减仓
27	PG	Procter & Gamble Co/the	0%	-0.37%	减仓
28	DOW	Dow Chem Co	0%	-4.67%	减仓
29	IYF	Ishares US Financials ETF	0%	+3.00%	加仓
30	KHC	Kraft Heinz Co/the	0%	+1.88%	加仓
31	CSCO	Cisco Systems INC	0%	-6.28%	减仓
32	ITW	Illinois Tool Works	-0.1%	-4.13%	减仓
33	MSFT	Microsoft CORP	-0.1%	-2.27%	减仓
34	PSX	Phillips 66	-0.1%	-14.60%	减仓
35	DVN	Devon Energy CORP	-0.1%	-0.27%	减仓
36	IYE	Ishares U.s. Energy ETF	-0.1%	-22.10%	减仓
37	KO	Coca-cola Co/the	-0.2%	-10.98%	减仓
38	VZ	Verizon Communications INC	-0.2%	-1.53%	减仓
39	RF	Regions Financial CORP	-0.2%	-24.14%	减仓
40	QCOM	Qualcomm INC	-0.2%	+4.56%	加仓
41	TGT	Target CORP	-0.6%	+0.59%	加仓
42	SCI	Service CORP International	—	EXIT	清仓
43	✓		—	EXIT	清仓
44	EQR	Equity Residential	—	EXIT	清仓
45	SBUX	Starbucks CORP	—	EXIT	清仓
46	AVB	Avalonbay Communities INC	—	EXIT	清仓
47	DUK	Duke Energy CORP	—	EXIT	清仓
48	UNM	Unum Group	—	EXIT	清仓
49	KMB	Kimberly-clark CORP	—	NEW	新建仓
50	XLE	Ss Energy Select Sector	—	EXIT	清仓