Private Wealth Advisors, Inc. — Q4 2019 13F 持股

Name: Private Wealth Advisors, Inc. — 13F Holdings, Q4 2019
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	6.42%	+0.35%	-24.60%
2	GOOGL	Alphabet Inc-cl A	股票-通信服务	4.97%	-0.07%	-6.50%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	3.50%	—	—
4	MSFT	Microsoft CORP	股票-科技	3.07%	-0.37%	-7.93%
5	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	3.01%	-0.41%	-24.35%
6	AMZN	Amazon.com INC	股票-周期性消费	2.95%	—	-15.78%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.89%	-0.05%	+1.47%
8	EFA	Ishares Msci Eafe ETF	ETF-其他	2.68%	—	+24.77%
9	CSCO	Cisco Systems INC	股票-科技	2.60%	-0.44%	-15.09%
10	PNC	Pnc Financial Services Group	股票-金融	2.19%	+0.32%	-7.20%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	2.06%	—	+4.60%
12	XLF	Ss Financial Select Sector	ETF-其他	2.02%	-0.02%	—
13	VZ	Verizon Communications INC	股票-通信服务	2.00%	—	-6.28%
14	WMT	Walmart INC	股票-非周期性消费	1.99%	-0.64%	+0.66%
15	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.91%	+0.92%	NEW
16	T	At&t INC	股票-通信服务	1.87%	+0.09%	+0.01%
17	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.69%	+0.44%	NEW
18	JNJ	Johnson & Johnson	股票-医疗保健	1.66%	—	-14.31%
19	MCD	Mcdonald's CORP	股票-周期性消费	1.52%	-0.40%	-10.51%
20	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	1.49%	+0.25%	-10.36%
21	DVY	Ishares Select Dividend ETF	ETF-其他	1.47%	—	+3.42%
22	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.46%	+0.18%	NEW
23	DIS	Walt Disney Co/the	股票-通信服务	1.35%	+0.26%	-7.35%
24	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	1.21%	—	+0.12%
25	HD	Home Depot INC	股票-周期性消费	1.18%	—	+1.51%
26	✓	Emclaire Finl CORP	股票-其他	1.16%	+0.09%	+108.26%
27	UTXZ	United Tech CORP	股票-其他	1.16%	—	-7.99%
28	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.15%	+0.30%	-17.43%
29	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	1.12%	+0.55%	NEW
30	PG	Procter & Gamble Co/the	股票-非周期性消费	1.05%	—	-9.58%
31	CVX	Chevron CORP	股票-能源	1.02%	—	-7.23%
32	KO	Coca-cola Co/the	股票-非周期性消费	0.99%	—	-12.72%
33	MO	Altria Group INC	股票-非周期性消费	0.95%	—	-9.74%
34	BAC	Bank Of America CORP	股票-金融	0.90%	+0.15%	-1.88%
35	MRK	Merck & Co. INC.	股票-医疗保健	0.86%	-0.39%	-12.74%
36	XOM	Exxon Mobil CORP	股票-能源	0.86%	—	-16.58%
37	INTC	Intel CORP	股票-科技	0.85%	-0.31%	-18.90%
38	LMT	Lockheed Martin CORP	股票-工业	0.84%	-0.30%	+3.50%
39	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.81%	+0.72%	NEW
40	NFLX	Netflix INC	股票-通信服务	0.77%	—	-26.76%
41	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.74%	—	-0.52%
42	META	Meta Platforms Inc-class A	股票-通信服务	0.68%	—	-36.34%
43	XLV	Ss Health Care Select Sector	ETF-其他	0.68%	—	-41.54%
44	JPM	Jpmorgan Chase & Co	股票-金融	0.68%	+0.22%	+16.09%
45	PSX	Phillips 66	股票-能源	0.67%	—	+3.03%
46	HDV	Ishares Core High Dividend E	ETF-其他	0.67%	+0.51%	+28.48%
47	PEP	Pepsico INC	股票-非周期性消费	0.64%	+0.01%	-1.36%
48	MDT	Medtronic plc	股票-医疗保健	0.60%	—	-22.97%
49	MMM	3m Co	股票-工业	0.59%	—	-9.09%
50	IJT	Ishares S&p Small-cap 600 Gr	ETF-其他	0.58%	—	+119.18%

1–50 of 127

本季持股变动

Private Wealth Advisors, Inc. 于截至 Q4 2019 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	EFA	Ishares Msci Eafe ETF	+0.7%	+24.77%	加仓
2	GOOGL	Alphabet Inc-cl A	+0.7%	-6.50%	减仓
3	AAPL	Apple INC	+0.7%	-24.60%	减仓
4	✓	Emclaire Finl CORP	+0.6%	+108.26%	加仓
5	IVV	Ishares Core S&p 500 ETF	+0.4%	+1.47%	加仓
6	IJS	Ishares S&p Small-cap 600 Va	+0.4%	+42.06%	加仓
7	MSFT	Microsoft CORP	+0.4%	-7.93%	减仓
8	IJT	Ishares S&p Small-cap 600 Gr	+0.4%	+119.18%	加仓
9	IJK	Ishares S&p Mid-cap 400 Grow	+0.3%	+100.39%	加仓
10	IEFA	Ishares Core Msci Eafe ETF	+0.3%	+4.60%	加仓
11	IJJ	Ishares S&p Mid-cap 400 Valu	+0.2%	+59.03%	加仓
12	JPM	Jpmorgan Chase & Co	+0.2%	+16.09%	加仓
13	HDV	Ishares Core High Dividend E	+0.2%	+28.48%	加仓
14	IUSG	Ishares Core S&p U.s. Growth	+0.2%	+0.12%	加仓
15	VZ	Verizon Communications INC	0%	-6.28%	减仓
16	DLN	Wisdomtree US Largecap Divid	-0.1%	-17.43%	减仓
17	CVX	Chevron CORP	-0.1%	-7.23%	减仓
18	MCD	Mcdonald's CORP	-0.1%	-10.51%	减仓
19	CL	Colgate-palmolive Co	-0.1%	-27.03%	减仓
20	XLE	Ss Energy Select Sector	-0.2%	-41.47%	减仓
21	META	Meta Platforms Inc-class A	-0.2%	-36.34%	减仓
22	TWTRUSD	Twitter INC	-0.2%	-14.66%	减仓
23	AMZN	Amazon.com INC	-0.2%	-15.78%	减仓
24	MA	Mastercard INC - A	-0.2%	-62.37%	减仓
25	XOM	Exxon Mobil CORP	-0.2%	-16.58%	减仓
26	QQQ	Invesco Qqq Trust Series 1	-0.2%	-24.35%	减仓
27	XLV	Ss Health Care Select Sector	-0.3%	-41.54%	减仓
28	IWM	Ishares Russell 2000 ETF	-0.3%	-74.16%	减仓
29	XLI	Ss Industrial Select Sector	-0.4%	-64.62%	减仓
30	IJR	Ishares Core S&p Small-cap E	-0.4%	-26.97%	减仓
31	CSCO	Cisco Systems INC	-0.4%	-15.09%	减仓
32	VWO	Vanguard Ftse Emerging Marke	-0.5%	-70.19%	减仓
33	IJH	Ishares Core S&p Midcap ETF	-0.6%	-32.18%	减仓
34	✓	State Street SPDR S&P 500 ETF Trust	—	EXIT	清仓
35	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓
36	✓	Select Sector Spdr Tr	—	EXIT	清仓
37	XLF	Ss Financial Select Sector	—	NEW	新建仓
38	GSLC	Goldman Activebeta US Lc ETF	—	EXIT	清仓
39	EEM	Ishares Msci Emerging Market	—	EXIT	清仓
40	ACWI	Ishares Msci Acwi ETF	—	NEW	新建仓
41	CELG	Celgene CORP	—	EXIT	清仓
42	✓	Consumer Staples Select Sector Spdr	—	EXIT	清仓
43	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
44	BMY	Bristol-myers Squibb Co	—	NEW	新建仓
45	CRS	Carpenter Technology	—	EXIT	清仓
46	CMCSA	Comcast Corp-class A	—	EXIT	清仓
47	IBM	Intl Business Machines CORP	—	EXIT	清仓
48	AXP	American Express Co	—	EXIT	清仓
49	XLP	Ss Consumer Staples Sel Sect	—	NEW	新建仓
50	MET	Metlife INC	—	EXIT	清仓