Transform Wealth, LLC — Q4 2019 13F 持股

Name: Transform Wealth, LLC — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001682266

申报总市值

US$16.5亿

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本季完整持股清单

仅显示前 200 大持股（共 227 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	5.26%	+1.39%	NEW
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.94%	—	+3.04%
3	AAPL	Apple INC	股票-科技	2.68%	+3.92%	NEW
4	MSFT	Microsoft CORP	股票-科技	2.48%	+3.43%	NEW
5	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	2.24%	+1.64%	NEW
6	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	2.14%	+1.35%	NEW
7	XLP	Ss Consumer Staples Sel Sect	ETF-其他	2.10%	—	-0.24%
8	ACN	Accenture plc	股票-科技	1.61%	+0.97%	NEW
9	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	1.42%	—	+34.21%
10	DIS	Walt Disney Co/the	股票-通信服务	1.41%	—	+1.96%
11	XLV	Ss Health Care Select Sector	ETF-其他	1.34%	—	+16.37%
12	LRCXEUR	Lam Research CORP	股票-科技	1.33%	—	-0.74%
13	UNH	Unitedhealth Group INC	股票-医疗保健	1.32%	—	+12.71%
14	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	1.27%	—	+27.36%
15	JPM	Jpmorgan Chase & Co	股票-金融	1.25%	+1.64%	NEW
16	POWL	Powell Industries INC	股票-工业	1.24%	+16.79%	NEW
17	ADBE	Adobe INC	股票-科技	1.20%	—	+1.38%
18	XLI	Ss Industrial Select Sector	ETF-其他	1.16%	—	+39.70%
19	SYF	Synchrony Financial	股票-金融	1.15%	—	+0.22%
20	TGT	Target CORP	股票-周期性消费	1.11%	—	-0.34%
21	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.11%	+1.41%	NEW
22	C	Citigroup INC	股票-金融	1.08%	—	+8.94%
23	TMO	Thermo Fisher Scientific INC	股票-医疗保健	1.04%	—	+9.88%
24	CWB	Ss Spdr Bb Conv Sec ETF	ETF-其他	1.04%	—	-3.59%
25	JNK	Ss Spdr Bb High Yield Bond	ETF-非投资级债	1.03%	—	-2.52%
26	VZ	Verizon Communications INC	股票-通信服务	0.99%	—	+9.71%
27	AVGO	Broadcom INC	股票-科技	0.99%	+1.73%	NEW
28	AMGN	Amgen INC	股票-医疗保健	0.99%	—	+0.42%
29	JNJ	Johnson & Johnson	股票-医疗保健	0.95%	—	+26.08%
30	AMZN	Amazon.com INC	股票-周期性消费	0.95%	+1.85%	NEW
31	SBUX	Starbucks CORP	股票-周期性消费	0.94%	—	-1.88%
32	COF	Capital One Financial CORP	股票-金融	0.94%	—	+0.85%
33	META	Meta Platforms Inc-class A	股票-通信服务	0.93%	+0.93%	NEW
34	ETN	Eaton Corporation plc	股票-工业	0.91%	—	-3.83%
35	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.91%	+0.95%	NEW
36	NXPI	NXP Semiconductors N.V.	股票-科技	0.91%	—	+0.99%
37	QDF	Flexshares Quality Dividend	ETF-其他	0.90%	—	+16.08%
38	TJX	Tjx Companies INC	股票-周期性消费	0.89%	+0.75%	NEW
39	BAC	Bank Of America CORP	股票-金融	0.89%	—	+5.95%
40	MA	Mastercard INC - A	股票-金融	0.89%	+0.83%	NEW
41	ABBV	Abbvie INC	股票-医疗保健	0.87%	+1.15%	NEW
42	EXC	Exelon CORP	股票-公用事业	0.86%	—	-0.35%
43	FPE	Ft-preferred Secur & INC ETF	ETF-其他	0.85%	+0.91%	NEW
44	CMCSA	Comcast Corp-class A	股票-通信服务	0.85%	—	-3.55%
45	SYY	Sysco CORP	股票-非周期性消费	0.84%	—	+11.38%
46	IYW	Ishares Ustechnology ETF	ETF-科技型	0.84%	—	-4.47%
47	EEFT	Euronet Worldwide INC	股票-科技	0.83%	—	-4.93%
48	BBY	Best Buy Co INC	股票-周期性消费	0.83%	—	+979.78%
49	HD	Home Depot INC	股票-周期性消费	0.81%	—	+0.16%
50	CSCO	Cisco Systems INC	股票-科技	0.79%	—	-1.86%

1–50 of 200

本季持股变动

Transform Wealth, LLC 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	BBY	Best Buy Co INC	+0.8%	+979.78%	加仓
2	AAPL	Apple INC	+0.4%	+1.92%	加仓
3	UNH	Unitedhealth Group INC	+0.4%	+12.71%	加仓
4	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.3%	+34.21%	加仓
5	LMT	Lockheed Martin CORP	+0.3%	+363.04%	加仓
6	XLI	Ss Industrial Select Sector	+0.3%	+39.70%	加仓
7	HCA	Hca Healthcare INC	+0.3%	+48.01%	加仓
8	JPM	Jpmorgan Chase & Co	+0.2%	+14.43%	加仓
9	XLV	Ss Health Care Select Sector	+0.2%	+16.37%	加仓
10	SDY	Ss Spdr S&p Dividend ETF	+0.2%	+27.36%	加仓
11	JNJ	Johnson & Johnson	+0.2%	+26.08%	加仓
12	LRCXEUR	Lam Research CORP	+0.2%	-0.74%	减仓
13	HON	Honeywell International INC	+0.1%	+66.49%	加仓
14	POWL	Powell Industries INC	+0.1%	—	不变
15	MA	Mastercard INC - A	+0.1%	+18.93%	加仓
16	C	Citigroup INC	+0.1%	+8.94%	加仓
17	IWM	Ishares Russell 2000 ETF	+0.1%	+55.69%	加仓
18	GOOGL	Alphabet Inc-cl A	+0.1%	+12.64%	加仓
19	BAC	Bank Of America CORP	+0.1%	+5.95%	加仓
20	IVV	Ishares Core S&p 500 ETF	+0.1%	+17.28%	加仓
21	AMGN	Amgen INC	+0.1%	+0.42%	加仓
22	ADBE	Adobe INC	+0.1%	+1.38%	加仓
23	TMO	Thermo Fisher Scientific INC	+0.1%	+9.88%	加仓
24	ABBV	Abbvie INC	+0.1%	+6.78%	加仓
25	QDF	Flexshares Quality Dividend	+0.1%	+16.08%	加仓
26	ACN	Accenture plc	+0.1%	+7.61%	加仓
27	INTC	Intel CORP	+0.1%	+6.49%	加仓
28	TGT	Target CORP	+0.1%	-0.34%	减仓
29	AVGO	Broadcom INC	+0.1%	+4.23%	加仓
30	AMZN	Amazon.com INC	+0.1%	+12.14%	加仓
31	SYY	Sysco CORP	+0.1%	+11.38%	加仓
32	NXPI	NXP Semiconductors N.V.	+0.1%	+0.99%	加仓
33	MSFT	Microsoft CORP	0%	-0.53%	减仓
34	DIS	Walt Disney Co/the	0%	+1.96%	加仓
35	SPY	Ss Spdr S&p 500 ETF Trust-us	—	+3.04%	加仓
36	IVW	Ishares S&p 500 Growth ETF	0%	+3.43%	加仓
37	IVE	Ishares S&p 500 Value ETF	0%	+1.31%	加仓
38	XLY	Ss Consumer Disc Select Sect	-0.2%	-83.37%	减仓
39	EMB	Ishares Jp Morgan Usd Emergi	-0.4%	-50.57%	减仓
40	VOO	Vanguard S&p 500 ETF	-0.5%	-5.46%	减仓
41	BA	Boeing Co/the	-0.9%	-68.02%	减仓
42	SHYG	Ishares 0-5 Yr Hy CORP Bond	—	EXIT	清仓
43	MU	Micron Technology INC	—	NEW	新建仓
44	VMWEUR	Vmware Inc-class A	—	EXIT	清仓
45	✓		—	EXIT	清仓
46	TFC	Truist Financial CORP	—	NEW	新建仓
47	BBTUSD	Bb&t CORP	—	EXIT	清仓
48	IHI	Ishares U.s. Medical Devices	—	EXIT	清仓
49	SMH	Vaneck Semiconductor ETF	—	NEW	新建仓
50	IJR	Ishares Core S&p Small-cap E	—	NEW	新建仓