Private Wealth Advisors, Inc. — Q4 2015 13F 持股

Name: Private Wealth Advisors, Inc. — 13F Holdings, Q4 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001462525

申报总市值

US$1.8亿

← 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	AAPL	Apple INC	股票-科技	5.64%	+0.35%	-16.40%
2	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型股与成长	5.08%	—	-12.27%
3	GOOGL	Alphabet Inc-cl A	股票-通信服务	4.29%	-0.07%	—
4	✓	Powershares Qqq Trust Ser 1	股票-其他	3.27%	—	-20.84%
5	✓	Select Sector Spdr Tr	股票-其他	3.01%	—	-8.66%
6	CSCO	Cisco Systems INC	股票-科技	2.93%	-0.44%	-11.95%
7	EFA	Ishares Msci Eafe ETF	ETF-其他	2.68%	—	+3.75%
8	AEP	American Electric Power Company, Inc.	股票-公用事业	2.48%	+0.10%	-4.41%
9	IWM	Ishares Russell 2000 ETF	ETF-中小型股	2.33%	—	+6.26%
10	XOM	Exxon Mobil CORP	股票-能源	2.33%	—	-17.32%
11	JNJ	Johnson & Johnson	股票-医疗保健	2.23%	—	-9.10%
12	XLV	Ss Health Care Select Sector	ETF-其他	2.20%	—	-0.67%
13	XLI	Ss Industrial Select Sector	ETF-其他	1.98%	—	+59.27%
14	IWB	Ishares Russell 1000 ETF	ETF-其他	1.94%	—	+9.26%
15	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.92%	+0.30%	-31.97%
16	MO	Altria Group INC	股票-非周期性消费	1.81%	—	-2.83%
17	MCD	Mcdonald's CORP	股票-周期性消费	1.70%	-0.40%	-4.35%
18	CL	Colgate-palmolive Co	股票-非周期性消费	1.48%	—	-1.18%
19	PNC	Pnc Financial Services Group	股票-金融	1.48%	+0.32%	-3.87%
20	VZ	Verizon Communications INC	股票-通信服务	1.47%	—	-8.96%
21	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.47%	+0.92%	NEW
22	DIS	Walt Disney Co/the	股票-通信服务	1.43%	+0.26%	-13.30%
23	KO	Coca-cola Co/the	股票-非周期性消费	1.43%	—	-6.08%
24	MDT	Medtronic plc	股票-医疗保健	1.42%	—	-5.56%
25	INTC	Intel CORP	股票-科技	1.40%	-0.31%	-8.74%
26	MSFT	Microsoft CORP	股票-科技	1.22%	-0.37%	-9.04%
27	STBA	S & T Bancorp INC	股票-其他	1.21%	—	—
28	MRK	Merck & Co. INC.	股票-医疗保健	1.20%	-0.39%	-18.71%
29	PG	Procter & Gamble Co/the	股票-非周期性消费	1.19%	—	-6.91%
30	COP	Conocophillips	股票-能源	1.19%	—	+5.28%
31	UTXZ	United Tech CORP	股票-其他	1.15%	—	-2.62%
32	WBA	Walgreens Boots Alliance INC	股票-其他	1.11%	-0.13%	EXIT
33	CVX	Chevron CORP	股票-能源	1.10%	—	+6.83%
34	AMZN	Amazon.com INC	股票-周期性消费	0.99%	—	-1.22%
35	META	Meta Platforms Inc-class A	股票-通信服务	0.90%	—	+6.20%
36	SLB	Slb LTD	股票-能源	0.85%	—	-7.08%
37	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.85%	—	-13.92%
38	SBUX	Starbucks CORP	股票-周期性消费	0.84%	+0.04%	-14.87%
39	CELG	Celgene CORP	股票-其他	0.83%	—	-53.20%
40	VLO	Valero Energy CORP	股票-能源	0.78%	—	+18.65%
41	ORCL	Oracle CORP	股票-科技	0.77%	—	-34.54%
42	PSX	Phillips 66	股票-能源	0.77%	—	+17.25%
43	MDY	State Street Spdr S&p Midcap	ETF-其他	0.76%	—	-5.79%
44	GILD	Gilead Sciences INC	股票-医疗保健	0.76%	—	-11.97%
45	IEZ	Ishares U.s. Oil Equipment &	ETF-其他	0.75%	—	-44.07%
46	MA	Mastercard INC - A	股票-金融	0.71%	—	+0.47%
47	XLE	Ss Energy Select Sector	ETF-其他	0.70%	—	+211.41%
48	MET	Metlife INC	股票-金融	0.62%	—	-12.35%
49	GOOG	Alphabet Inc-cl C	股票-通信服务	0.61%	—	—
50	UAA	Under Armour Inc-class A	股票-周期性消费	0.60%	—	+0.96%

1–50 of 110

本季持股变动

Private Wealth Advisors, Inc. 于截至 Q4 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	XLI	Ss Industrial Select Sector	+0.9%	+59.27%	加仓
2	AEP	American Electric Power Company, Inc.	+0.6%	-4.41%	减仓
3	XLE	Ss Energy Select Sector	+0.5%	+211.41%	加仓
4	IWB	Ishares Russell 1000 ETF	+0.5%	+9.26%	加仓
5	IWM	Ishares Russell 2000 ETF	+0.4%	+6.26%	加仓
6	EFA	Ishares Msci Eafe ETF	+0.4%	+3.75%	加仓
7	IJH	Ishares Core S&p Midcap ETF	+0.4%	+22.26%	加仓
8	XLV	Ss Health Care Select Sector	+0.4%	-0.67%	减仓
9	MCD	Mcdonald's CORP	+0.4%	-4.35%	减仓
10	AMZN	Amazon.com INC	+0.3%	-1.22%	减仓
11	CVX	Chevron CORP	+0.3%	+6.83%	加仓
12	VLO	Valero Energy CORP	+0.3%	+18.65%	加仓
13	META	Meta Platforms Inc-class A	+0.3%	+6.20%	加仓
14	✓	State Street SPDR S&P 500 ETF Trust	+0.2%	-12.27%	减仓
15	CSCO	Cisco Systems INC	+0.1%	-11.95%	减仓
16	DIS	Walt Disney Co/the	—	-13.30%	减仓
17	MRK	Merck & Co. INC.	0%	-18.71%	减仓
18	XOM	Exxon Mobil CORP	-0.1%	-17.32%	减仓
19	✓	Powershares Qqq Trust Ser 1	-0.1%	-20.84%	减仓
20	IYW	Ishares Ustechnology ETF	-0.1%	-35.77%	减仓
21	JPM	Jpmorgan Chase & Co	-0.1%	-38.46%	减仓
22	ORCL	Oracle CORP	-0.3%	-34.54%	减仓
23	CAT	Caterpillar INC	-0.4%	-66.39%	减仓
24	UNP	Union Pacific CORP	-0.4%	-68.19%	减仓
25	IVW	Ishares S&p 500 Growth ETF	-0.4%	-72.87%	减仓
26	CMI	Cummins INC	-0.4%	-56.47%	减仓
27	DLN	Wisdomtree US Largecap Divid	-0.5%	-31.97%	减仓
28	IEZ	Ishares U.s. Oil Equipment &	-0.5%	-44.07%	减仓
29	CELG	Celgene CORP	-0.6%	-53.20%	减仓
30	AAPL	Apple INC	-0.7%	-16.40%	减仓
31	GOOGL	Alphabet Inc-cl A	—	NEW	新建仓
32	GOOG	Alphabet A	—	EXIT	清仓
33	EFO	Proshares Ultra Msci Eafe	—	EXIT	清仓
34	AEHR	Aehr Test Systems	—	EXIT	清仓
35	GOOG	Alphabet Inc-cl C	—	NEW	新建仓
36	SSO	Proshares Ultra S&p500	—	EXIT	清仓
37	✓	Ja Solar Holdings Co LTD	—	EXIT	清仓
38	✓	Google INC Class C	—	EXIT	清仓
39	SLY	Spdr S&p 600 Small Cap ETF	—	EXIT	清仓
40	JKS	Jinkosolar Holding Co-adr	—	EXIT	清仓
41	QCOM	Qualcomm INC	—	EXIT	清仓
42	MGC	Vanguard Mega Cap ETF	—	EXIT	清仓
43	✓	Trina Solar Limited	—	EXIT	清仓
44	NEM	Newmont CORP	—	EXIT	清仓
45	✓	Mylan N V	—	EXIT	清仓
46	MGK	Vanguard Mega Cap Growth ETF	—	EXIT	清仓
47	QLD	Proshares Ultra Qqq	—	EXIT	清仓
48	OEF	Ishares S&p 100 ETF	—	EXIT	清仓
49	VV	Vanguard Large-cap ETF	—	EXIT	清仓
50	HPE	Hewlett-Packard Company	—	EXIT	清仓