Private Wealth Advisors, Inc. — Q2 2018 13F 持股

Name: Private Wealth Advisors, Inc. — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001462525

申报总市值

US$1.8亿

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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	AAPL	Apple INC	股票-科技	6.34%	+0.35%	+2.75%
2	EFA	Ishares Msci Eafe ETF	ETF-其他	5.33%	—	+0.03%
3	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型股与成长	4.37%	—	-1.46%
4	GOOGL	Alphabet Inc-cl A	股票-通信服务	3.95%	-0.07%	-1.07%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	3.18%	+0.92%	NEW
6	CSCO	Cisco Systems INC	股票-科技	2.79%	-0.44%	-1.28%
7	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	2.46%	—	+4.42%
8	✓	Select Sector Spdr Tr	股票-其他	2.36%	—	-1.36%
9	AMZN	Amazon.com INC	股票-周期性消费	2.35%	—	+2.96%
10	PNC	Pnc Financial Services Group	股票-金融	2.10%	+0.32%	-0.46%
11	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.82%	—	—
12	XLV	Ss Health Care Select Sector	ETF-其他	1.72%	—	+0.00%
13	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.72%	+0.44%	NEW
14	VZ	Verizon Communications INC	股票-通信服务	1.69%	—	-0.55%
15	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.68%	—	+4.05%
16	XLI	Ss Industrial Select Sector	ETF-其他	1.68%	—	+0.34%
17	JNJ	Johnson & Johnson	股票-医疗保健	1.66%	—	+5.17%
18	XOM	Exxon Mobil CORP	股票-能源	1.60%	—	-1.22%
19	NFLX	Netflix INC	股票-通信服务	1.60%	—	—
20	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.57%	+0.30%	-0.07%
21	META	Meta Platforms Inc-class A	股票-通信服务	1.53%	—	+0.25%
22	MSFT	Microsoft CORP	股票-科技	1.51%	-0.37%	-2.90%
23	MCD	Mcdonald's CORP	股票-周期性消费	1.39%	-0.40%	+1.61%
24	INTC	Intel CORP	股票-科技	1.16%	-0.31%	-0.96%
25	CVX	Chevron CORP	股票-能源	1.15%	—	-1.44%
26	WMT	Walmart INC	股票-非周期性消费	1.12%	-0.64%	+0.73%
27	DIS	Walt Disney Co/the	股票-通信服务	1.12%	+0.26%	-0.59%
28	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.07%	+0.18%	NEW
29	UTXZ	United Tech CORP	股票-其他	1.06%	—	-1.00%
30	EEM	Ishares Msci Emerging Market	ETF-新兴市场	1.03%	—	+0.35%
31	MO	Altria Group INC	股票-非周期性消费	1.03%	—	-1.82%
32	KO	Coca-cola Co/the	股票-非周期性消费	0.98%	—	+2.41%
33	T	At&t INC	股票-通信服务	0.97%	+0.09%	-1.11%
34	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.95%	+0.25%	+0.72%
35	MRK	Merck & Co. INC.	股票-医疗保健	0.92%	-0.39%	+0.31%
36	PSX	Phillips 66	股票-能源	0.86%	—	-2.25%
37	MDT	Medtronic plc	股票-医疗保健	0.82%	—	—
38	PG	Procter & Gamble Co/the	股票-非周期性消费	0.82%	—	-0.74%
39	XLE	Ss Energy Select Sector	ETF-其他	0.80%	—	-0.58%
40	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.79%	-0.05%	+27.57%
41	MA	Mastercard INC - A	股票-金融	0.76%	—	-0.51%
42	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.74%	—	+1.02%
43	DVY	Ishares Select Dividend ETF	ETF-其他	0.72%	—	+4.35%
44	AEP	American Electric Power Company, Inc.	股票-公用事业	0.72%	+0.10%	+2.67%
45	VLO	Valero Energy CORP	股票-能源	0.72%	—	-1.70%
46	R6C2	Royal Dutch Shell-spon Adr-b	股票-其他	0.69%	—	-1.80%
47	CL	Colgate-palmolive Co	股票-非周期性消费	0.63%	—	-1.74%
48	MMM	3m Co	股票-工业	0.61%	—	+10.82%
49	SLB	Slb LTD	股票-能源	0.61%	—	-5.73%
50	BAC	Bank Of America CORP	股票-金融	0.60%	+0.15%	-1.63%

1–50 of 123

本季持股变动

Private Wealth Advisors, Inc. 于截至 Q2 2018 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	AAPL	Apple INC	+0.7%	+2.75%	加仓
2	AMZN	Amazon.com INC	+0.4%	+2.96%	加仓
3	NFLX	Netflix INC	+0.4%	—	不变
4	IJR	Ishares Core S&p Small-cap E	+0.3%	+11.10%	加仓
5	META	Meta Platforms Inc-class A	+0.3%	+0.25%	加仓
6	GOOGL	Alphabet Inc-cl A	+0.3%	-1.07%	减仓
7	IJH	Ishares Core S&p Midcap ETF	+0.3%	+5.41%	加仓
8	IVV	Ishares Core S&p 500 ETF	+0.2%	+27.57%	加仓
9	XOM	Exxon Mobil CORP	+0.1%	-1.22%	减仓
10	IWM	Ishares Russell 2000 ETF	+0.1%	—	不变
11	PSX	Phillips 66	+0.1%	-2.25%	减仓
12	VLO	Valero Energy CORP	+0.1%	-1.70%	减仓
13	TWTRUSD	Twitter INC	+0.1%	-18.13%	减仓
14	VYM	Vanguard High Dvd Yield ETF	+0.1%	+50.66%	加仓
15	CVX	Chevron CORP	+0.1%	-1.44%	减仓
16	MRK	Merck & Co. INC.	+0.1%	+0.31%	加仓
17	XLE	Ss Energy Select Sector	+0.1%	-0.58%	减仓
18	COP	Conocophillips	+0.1%	—	不变
19	MA	Mastercard INC - A	+0.1%	-0.51%	减仓
20	VZ	Verizon Communications INC	+0.1%	-0.55%	减仓
21	MSFT	Microsoft CORP	+0.1%	-2.90%	减仓
22	R6C2	Royal Dutch Shell-spon Adr-b	+0.1%	-1.80%	减仓
23	IVW	Ishares S&p 500 Growth ETF	+0.1%	+0.72%	加仓
24	BP	Bp Plc-spons Adr	+0.1%	-2.98%	减仓
25	GOOG	Alphabet Inc-cl C	+0.1%	—	不变
26	✓	State Street SPDR S&P 500 ETF Trust	0%	-1.46%	减仓
27	MDT	Medtronic plc	0%	—	不变
28	DVY	Ishares Select Dividend ETF	0%	+4.35%	加仓
29	CMI	Cummins INC	-0.1%	+0.02%	加仓
30	BAC	Bank Of America CORP	-0.1%	-1.63%	减仓
31	WBA	Walgreens Boots Alliance INC	-0.1%	—	不变
32	PM	Philip Morris International	-0.1%	+2.71%	加仓
33	XLI	Ss Industrial Select Sector	-0.1%	+0.34%	加仓
34	IEMG	Ishares Core Msci Emerging	-0.1%	+6.53%	加仓
35	LMT	Lockheed Martin CORP	-0.1%	-0.26%	减仓
36	INTC	Intel CORP	-0.1%	-0.96%	减仓
37	CL	Colgate-palmolive Co	-0.1%	-1.74%	减仓
38	SBUX	Starbucks CORP	-0.1%	—	不变
39	MO	Altria Group INC	-0.1%	-1.82%	减仓
40	EEM	Ishares Msci Emerging Market	-0.1%	+0.35%	加仓
41	T	At&t INC	-0.1%	-1.11%	减仓
42	✓	Select Sector Spdr Tr	-0.1%	-1.36%	减仓
43	VWO	Vanguard Ftse Emerging Marke	-0.2%	+4.42%	加仓
44	EFA	Ishares Msci Eafe ETF	-0.3%	+0.03%	加仓
45	PNC	Pnc Financial Services Group	-0.3%	-0.46%	减仓
46	✓	Powershares Qqq Trust Ser 1	—	EXIT	清仓
47	✓	FTSE RAFI US 1500 Small Cap	—	EXIT	清仓
48	VTV	Vanguard Value ETF	—	NEW	新建仓
49	GS	Goldman Sachs Group INC	—	EXIT	清仓
50	IBB	Ishares Biotechnology ETF	—	NEW	新建仓