Private Wealth Group, LLC — Q1 2018 13F 持股

Name: Private Wealth Group, LLC — 13F Holdings, Q1 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001512780

申报总市值

US$2.6亿

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	EFA	Ishares Msci Eafe ETF	ETF-其他	18.91%	—	+316.10%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	15.75%	-0.07%	-51.64%
3	SSO	Proshares Ultra S&p500	ETF-其他	12.17%	+0.10%	NEW
4	META	Meta Platforms Inc-class A	股票-通信服务	9.23%	—	—
5	SMHC	VanEck China Semiconductor ETF	ETF-新兴市场	7.16%	—	+0.12%
6	EEM	Ishares Msci Emerging Market	ETF-新兴市场	7.12%	—	+16.15%
7	MDY	State Street Spdr S&p Midcap	ETF-其他	6.99%	-0.03%	-10.52%
8	IWM	Ishares Russell 2000 ETF	ETF-中小型股	4.89%	—	-7.49%
9	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	4.47%	—	—
10	TIP	Ishares Tips Bond ETF	ETF-其他	3.65%	—	+14.04%
11	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	2.16%	+0.19%	—
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.96%	—	—
13	XLP	Ss Consumer Staples Sel Sect	ETF-其他	1.96%	—	-83.62%
14	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.39%	+0.03%	-29.04%
15	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.80%	—	+57.34%
16	PM	Philip Morris International	股票-非周期性消费	0.50%	—	+0.10%
17	BA	Boeing Co/the	股票-工业	0.46%	—	—
18	VNQ	Vanguard Real Estate ETF	ETF-其他	0.46%	—	—

Private Wealth Group, LLC 于截至 Q1 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	EFA	Ishares Msci Eafe ETF	+15.8%	+316.10%	加仓
2	EEM	Ishares Msci Emerging Market	+3.1%	+16.15%	加仓
3	SMHC	VanEck China Semiconductor ETF	+2.3%	+0.12%	加仓
4	MDY	State Street Spdr S&p Midcap	+1.6%	-10.52%	减仓
5	TIP	Ishares Tips Bond ETF	+1.5%	+14.04%	加仓
6	IWM	Ishares Russell 2000 ETF	+1.3%	-7.49%	减仓
7	SSO	Proshares Ultra S&p500	+1%	-23.34%	减仓
8	VOO	Vanguard S&p 500 ETF	+0.7%	—	不变
9	IVV	Ishares Core S&p 500 ETF	+0.6%	—	不变
10	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.4%	+57.34%	加仓
11	PM	Philip Morris International	+0.1%	+0.10%	加仓
12	VNQ	Vanguard Real Estate ETF	+0.1%	—	不变
13	IJH	Ishares Core S&p Midcap ETF	+0.1%	-29.04%	减仓
14	SPY	Ss Spdr S&p 500 ETF Trust-us	-6.6%	-51.64%	减仓
15	XLP	Ss Consumer Staples Sel Sect	-6.8%	-83.62%	减仓
16	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	—	EXIT	清仓
17	META	Meta Platforms Inc-class A	—	NEW	新建仓
18	TFI	Ss Spdr N Ice Muni Bond ETF	—	EXIT	清仓
19	SMHC	VanEck China Semiconductor ETF	—	EXIT	清仓
20	✓	Ishares Tr	—	EXIT	清仓
21	USMV	Ishares Msci USA Min Vol Fac	—	NEW	新建仓
22	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	清仓
23	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	清仓
24	AGG	Ishares Core U.s. Aggregate	—	EXIT	清仓
25	BA	Boeing Co/the	—	NEW	新建仓
26	JNJ	Johnson & Johnson	—	EXIT	清仓