Stuart Chaussee & Associates, Inc. — Q2 2018 13F 持股

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001653253

申报总市值

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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	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	31.14%	—	—
2	VGT	Vanguard Info Tech ETF	ETF-科技型	18.99%	-10.25%	EXIT
3	XLK	Ss Technology Select Sector	ETF-科技型	12.74%	-0.22%	EXIT
4	✓	SPDR NYSE Technology ETF	ETF-科技型	9.81%	—	—
5	PFF	Ishares Preferred & Income S	ETF-其他	9.53%	—	-0.20%
6	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	8.03%	—	—
7	VYM	Vanguard High Dvd Yield ETF	ETF-其他	3.60%	-0.90%	EXIT
8	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.51%	—	—
9	CVX	Chevron CORP	股票-能源	0.45%	—	+51.55%
10	PG	Procter & Gamble Co/the	股票-非周期性消费	0.38%	-0.12%	EXIT
11	SBUX	Starbucks CORP	股票-周期性消费	0.30%	—	—
12	✓	Exxon Mobil Corporation	股票-其他	0.28%	—	—
13	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.25%	—	—
14	KO	Coca-cola Co/the	股票-非周期性消费	0.25%	—	—
15	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.25%	—	—
16	EPD	Enterprise Products Partners	股票-能源	0.24%	—	—
17	LMT	Lockheed Martin CORP	股票-工业	0.21%	—	—
18	IWF	Ishares Russell 1000 Growth	ETF-其他	0.17%	-0.12%	EXIT
19	UPS	United Parcel Service-cl B	股票-工业	0.16%	—	—
20	MSFT	Microsoft CORP	股票-科技	0.12%	-0.28%	EXIT
21	PAA	Plains All Amer Pipeline LP	股票-能源	0.11%	—	—
22	✓	Alphabet Inc.	股票-其他	0.10%	-0.10%	EXIT
23	INTC	Intel CORP	股票-科技	0.10%	—	—
24	✓	Alibaba Group Holding Limited	股票-其他	0.09%	—	—
25	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.09%	—	—
26	PACWUSD	Pacwest Bancorp	股票-其他	0.09%	—	—
27	✓	Netflix, Inc.	股票-其他	0.08%	—	—
28	DIS	Walt Disney Co/the	股票-通信服务	0.07%	—	—
29	DVY	Ishares Select Dividend ETF	ETF-其他	0.07%	—	—
30	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	0.07%	—	+276.60%
31	AAPL	Apple INC	股票-科技	0.07%	-0.18%	EXIT
32	✓	Invesco Financial Preferred ETF	ETF-其他	0.07%	—	—
33	✓		股票-其他	0.07%	—	—
34	✓	Powershares ETF Tr Ii	ETF-其他	0.07%	—	—
35	✓	J P Morgan Chase And Co	股票-其他	0.06%	-0.05%	EXIT
36	✓	Verizon Communications Inc.	股票-其他	0.06%	—	—
37	ED	Consolidated Edison INC	股票-公用事业	0.06%	—	—
38	RDS-A	Shell Plc-spon Adr-a	股票-其他	0.05%	—	—
39	AMZN	Amazon.com INC	股票-周期性消费	0.05%	—	—
40	✓	Waste Management, Inc.	股票-其他	0.05%	-0.11%	EXIT
41	✓	AbbVie Inc.	股票-其他	0.05%	-0.06%	EXIT
42	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.04%	-0.04%	EXIT
43	✓	Alphabet Inc.	股票-其他	0.04%	-0.13%	EXIT
44	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.04%	—	—
45	SYY	Sysco CORP	股票-非周期性消费	0.04%	—	—
46	✓	Shire PLC	股票-其他	0.04%	—	—
47	✓	AT & T, Inc. New	股票-其他	0.04%	—	—
48	JNJ	Johnson & Johnson	股票-医疗保健	0.03%	—	—
49	FBIN	Fortune Brands Innovations I	股票-工业	0.03%	—	—
50	TTEN	Totalenergies Se -spon Adr	股票-其他	0.03%	—	—

1–50 of 137

本季持股变动

Stuart Chaussee & Associates, 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	MGK	Vanguard Mega Cap Growth ETF	0%	+276.60%	加仓
2	KHC	Kraft Heinz Co/the	-0.5%	-86.66%	减仓
3	CVX	Chevron CORP	-1.2%	+51.55%	加仓
4	SBUX	Starbucks CORP	-1.9%	—	不变
5	PFF	Ishares Preferred & Income S	-48.9%	-0.20%	减仓
6	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	NEW	新建仓
7	VGT	Vanguard Info Tech ETF	—	NEW	新建仓
8	XLK	Ss Technology Select Sector	—	NEW	新建仓
9	✓	SPDR NYSE Technology ETF	—	NEW	新建仓
10	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	NEW	新建仓
11	SPYG	Ss Spdr P S&p 500 Growth ETF	—	NEW	新建仓
12	PG	Procter & Gamble Co/the	—	NEW	新建仓
13	✓	Exxon Mobil Corporation	—	NEW	新建仓
14	MTUM	Ishares Msci USA Momentum Fa	—	NEW	新建仓
15	VIG	Vanguard Dividend Apprec ETF	—	NEW	新建仓
16	EPD	Enterprise Products Partners	—	NEW	新建仓
17	LMT	Lockheed Martin CORP	—	NEW	新建仓
18	IWF	Ishares Russell 1000 Growth	—	NEW	新建仓
19	MO	Altria Group INC	—	EXIT	清仓
20	PAA	Plains All Amer Pipeline LP	—	NEW	新建仓
21	✓	Alphabet Inc.	—	NEW	新建仓
22	✓	Alibaba Group Holding Limited	—	NEW	新建仓
23	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
24	BABA	Alibaba Group Holding-sp Adr	—	EXIT	清仓
25	✓	Netflix, Inc.	—	NEW	新建仓
26	DVY	Ishares Select Dividend ETF	—	NEW	新建仓
27	PM	Philip Morris International	—	EXIT	清仓
28	✓		—	NEW	新建仓
29	✓	Invesco Financial Preferred ETF	—	NEW	新建仓
30	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
31	✓	Powershares ETF Tr Ii	—	NEW	新建仓
32	XOM	Exxon Mobil CORP	—	EXIT	清仓
33	✓	Verizon Communications Inc.	—	NEW	新建仓
34	✓	J P Morgan Chase And Co	—	NEW	新建仓
35	NFLX	Netflix INC	—	EXIT	清仓
36	VZ	Verizon Communications INC	—	EXIT	清仓
37	WM	Waste Management INC	—	EXIT	清仓
38	✓	AbbVie Inc.	—	NEW	新建仓
39	✓	Waste Management, Inc.	—	NEW	新建仓
40	IVV	Ishares Core S&p 500 ETF	—	NEW	新建仓
41	T	At&t INC	—	EXIT	清仓
42	✓	Alphabet Inc.	—	NEW	新建仓
43	✓	Shire PLC	—	NEW	新建仓
44	✓	AT & T, Inc. New	—	NEW	新建仓
45	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
46	ESGD	Ishares Trust Ishares Esg Aw	—	EXIT	清仓
47	FBIN	Fortune Brands Innovations I	—	NEW	新建仓
48	TTEN	Totalenergies Se -spon Adr	—	NEW	新建仓
49	OXY	Occidental Petroleum CORP	—	NEW	新建仓
50	RTN1USD	Raytheon Company	—	NEW	新建仓