Sequoia Wealth Management, LLC — Q1 2019 13F 持股

Name: Sequoia Wealth Management, LLC — 13F Holdings, Q1 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730811

申报总市值

US$1290.6万

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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	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	9.73%	-0.87%	EXIT
2	ACWV	Ishares Msci Global Min Vol	ETF-其他	9.26%	—	+5.16%
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	8.89%	-2.26%	EXIT
4	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	8.73%	—	+2.22%
5	XSLV	Invesco S&p Smallcap Low Vol	ETF-其他	7.42%	—	+4.36%
6	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.60%	-7.83%	+21.26%
7	FPX	First Trust US Equity Opport	ETF-其他	3.47%	—	-0.27%
8	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	2.40%	+8.79%	-13.41%
9	FSICUSD	Fs Kkr Capital CORP	股票-其他	2.31%	-4.70%	EXIT
10	IWM	Ishares Russell 2000 ETF	ETF-中小型股	2.30%	+2.24%	-11.07%
11	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.16%	+0.10%	+246.04%
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.14%	-6.24%	EXIT
13	HDV	Ishares Core High Dividend E	ETF-其他	2.09%	—	-10.65%
14	✓	Invesco Exchange Traded Fd T	股票-其他	1.76%	—	+4.10%
15	EEM	Ishares Msci Emerging Market	ETF-新兴市场	1.74%	—	+764.57%
16	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	1.43%	+4.24%	-8.70%
17	BSCK	Invesco Bulletshares 2020 Co	ETF-其他	1.41%	—	-3.75%
18	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.30%	-3.13%	EXIT
19	PEY	Invesco High Yield Equity Di	ETF-非投资级债	1.30%	—	+4.71%
20	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	1.26%	+2.68%	+0.38%
21	RZG	Invesco S&p Smallcap 600 Pur	ETF-其他	1.23%	—	+3.73%
22	AADR	Advisorshares Dorsey Wright	ETF-其他	1.22%	—	+3.53%
23	SOXL	Direxion Daily Semiconductor Bull 3X Shares	股票-其他	1.18%	—	+5.74%
24	SPHD	Invesco S&p 500 High Dividen	ETF-大型股与成长	1.09%	+4.99%	-9.13%
25	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.85%	-2.00%	EXIT
26	SKYY	First Trust Cloud Computing	ETF-其他	0.80%	+3.63%	-17.36%
27	IWD	Ishares Russell 1000 Value E	ETF-其他	0.73%	-1.88%	EXIT
28	VUG	Vanguard Growth ETF	ETF-其他	0.72%	-1.97%	EXIT
29	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.69%	-1.89%	EXIT
30	JMBS	Janus Henderson Mortg Backed	ETF-其他	0.67%	—	—
31	LMBS	First Trust Low Duration Opp	ETF-其他	0.66%	—	—
32	ITA	Ishares U.s. Aerospace & Def	ETF-其他	0.61%	—	-1.96%
33	IUSV	Ishares Core S&p U.s. Value	ETF-其他	0.60%	-1.61%	EXIT
34	GWPH	Gw Pharmaceuticals LTD	股票-其他	0.59%	-1.16%	EXIT
35	IGM	Ishares Expanded Tech Sector	ETF-科技型	0.54%	+1.76%	-1.04%
36	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.52%	-1.21%	EXIT
37	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	0.50%	-1.29%	EXIT
38	BND	Vanguard Total Bond Market	ETF-其他	0.48%	-1.36%	EXIT
39	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.44%	-0.66%	EXIT
40	FXO	First Trust Financial Alphad	ETF-其他	0.43%	-0.51%	EXIT
41	FEMS	First Trust Emerging Markets	ETF-新兴市场	0.43%	-0.79%	EXIT
42	IWB	Ishares Russell 1000 ETF	ETF-其他	0.43%	+0.61%	—
43	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.42%	-1.49%	EXIT
44	IYF	Ishares US Financials ETF	ETF-其他	0.41%	+1.41%	-20.69%
45	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.41%	-1.00%	EXIT
46	IYW	Ishares Ustechnology ETF	ETF-科技型	0.39%	—	+2.15%
47	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	0.39%	—	+5.33%
48	FBT	First Trust Nyse Arca Biotec	ETF-其他	0.38%	+1.66%	+18.00%
49	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.34%	-0.67%	EXIT
50	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.31%	-1.07%	EXIT

1–50 of 72

本季持股变动

Sequoia Wealth Management, LLC 于截至 Q1 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	EEM	Ishares Msci Emerging Market	+1.5%	+764.57%	加仓
2	IJR	Ishares Core S&p Small-cap E	+1.5%	+246.04%	加仓
3	VTI	Vanguard Total Stock Mkt ETF	+0.6%	+21.26%	加仓
4	IJH	Ishares Core S&p Midcap ETF	+0.3%	+38.05%	加仓
5	VCIT	Vanguard Int-term Corporate	+0.3%	+168.40%	加仓
6	IUSG	Ishares Core S&p U.s. Growth	+0.3%	+55.65%	加仓
7	IUSV	Ishares Core S&p U.s. Value	+0.2%	+66.25%	加仓
8	GWPH	Gw Pharmaceuticals LTD	+0.2%	-2.26%	减仓
9	QQQ	Invesco Qqq Trust Series 1	+0.1%	+6.19%	加仓
10	✓	Invesco Exchange Traded Fd T	+0.1%	+4.10%	加仓
11	IWD	Ishares Russell 1000 Value E	+0.1%	+23.75%	加仓
12	FBT	First Trust Nyse Arca Biotec	+0.1%	+18.00%	加仓
13	FEMS	First Trust Emerging Markets	+0.1%	+24.38%	加仓
14	SOXL	Direxion Daily Semiconductor Bull 3X Shares	0%	+5.74%	加仓
15	VOT	Vanguard Mid-cap Growth ETF	0%	—	不变
16	IGM	Ishares Expanded Tech Sector	0%	-1.04%	减仓
17	PEY	Invesco High Yield Equity Di	0%	+4.71%	加仓
18	AADR	Advisorshares Dorsey Wright	0%	+3.53%	加仓
19	FPX	First Trust US Equity Opport	-0.1%	-0.27%	减仓
20	VUG	Vanguard Growth ETF	-0.1%	-1.47%	减仓
21	IVV	Ishares Core S&p 500 ETF	-0.1%	+5.15%	加仓
22	DGRW	Wisdomtree U.s. Quality Divi	-0.1%	+0.38%	加仓
23	RZG	Invesco S&p Smallcap 600 Pur	-0.1%	+3.73%	加仓
24	FSICUSD	Fs Kkr Capital CORP	-0.1%	-0.01%	减仓
25	CIBR	First Trust Nasdaq Cybersecu	-0.2%	-8.70%	减仓
26	EES	Wisdomtree US Smallcap Fund	-0.2%	-38.80%	减仓
27	FPE	Ft-preferred Secur & INC ETF	-0.2%	-43.30%	减仓
28	FXO	First Trust Financial Alphad	-0.3%	-31.40%	减仓
29	RSP	Invesco S&p 500 Equal Weight	-0.4%	+2.22%	加仓
30	XSLV	Invesco S&p Smallcap Low Vol	-0.5%	+4.36%	加仓
31	ACWV	Ishares Msci Global Min Vol	-0.5%	+5.16%	加仓
32	✓	Invesco Exch Trd Slf Idx Fd	—	EXIT	清仓
33	JMBS	Janus Henderson Mortg Backed	—	NEW	新建仓
34	LMBS	First Trust Low Duration Opp	—	NEW	新建仓
35	BND	Vanguard Total Bond Market	—	NEW	新建仓
36	IEMG	Ishares Core Msci Emerging	—	NEW	新建仓
37	IEFA	Ishares Core Msci Eafe ETF	—	NEW	新建仓
38	XOM	Exxon Mobil CORP	—	EXIT	清仓
39	AGG	Ishares Core U.s. Aggregate	—	NEW	新建仓
40	ABT	Abbott Laboratories	—	NEW	新建仓
41	MSFT	Microsoft CORP	—	NEW	新建仓
42	AMZN	Amazon.com INC	—	NEW	新建仓
43	BSV	Vanguard Short-term Bond ETF	—	NEW	新建仓
44	SRLN	Ss Blackstone Sr Loan ETF	—	NEW	新建仓
45	DHR	Danaher CORP	—	NEW	新建仓
46	TIP	Ishares Tips Bond ETF	—	NEW	新建仓
47	EMHY	Ishares J.p. Morgan Em High	—	EXIT	清仓
48	HD	Home Depot INC	—	NEW	新建仓
49	V	Visa Inc-class A Shares	—	NEW	新建仓
50	MLPXUSD	Global X Mlp & Energy Infras	—	NEW	新建仓