V Wealth Advisors LLC — Q4 2018 13F 持股

Name: V Wealth Advisors LLC — 13F Holdings, Q4 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001661149

申报总市值

US$1.2亿

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本季完整持股清单

仅显示前 200 大持股（共 214 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	5.18%	—	+26.81%
2	PTLC	Pacer Trendpilot US Large Ca	ETF-其他	4.63%	—	-8.33%
3	AAPL	Apple INC	股票-科技	3.49%	—	+0.79%
4	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.54%	—	-8.52%
5	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	2.45%	—	+900.05%
6	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	2.43%	—	+647.16%
7	MSFT	Microsoft CORP	股票-科技	2.36%	—	+33.25%
8	IGBH	Ishares Interest Rate Hedged	ETF-其他	2.26%	—	—
9	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.65%	—	-0.52%
10	JPM	Jpmorgan Chase & Co	股票-金融	1.54%	—	+71.60%
11	V	Visa Inc-class A Shares	股票-金融	1.33%	—	-5.64%
12	AMGN	Amgen INC	股票-医疗保健	1.27%	—	-1.49%
13	CNC	Centene CORP	股票-医疗保健	1.25%	—	-3.94%
14	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.20%	—	+29.40%
15	UNH	Unitedhealth Group INC	股票-医疗保健	1.20%	—	+1.41%
16	HD	Home Depot INC	股票-周期性消费	1.18%	—	+4.56%
17	ZBRA	Zebra Technologies Corp-cl A	股票-科技	1.16%	—	+330.30%
18	ICVT	Ishares Convertible Bond ETF	ETF-其他	1.02%	—	+0.56%
19	CSX	Csx CORP	股票-工业	1.02%	—	-3.93%
20	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.01%	—	-3.86%
21	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.99%	—	+18.15%
22	ZION	Zions Bancorp NA	股票-金融	0.99%	—	-0.11%
23	XOM	Exxon Mobil CORP	股票-能源	0.99%	—	-2.64%
24	UGI	Ugi CORP	股票-公用事业	0.98%	—	+1.40%
25	BAC	Bank Of America CORP	股票-金融	0.98%	—	+6.70%
26	IAUUSD	Ishares Gold Trust	ETF-避险与商品	0.98%	—	+1.77%
27	LUV	Southwest Airlines Co	股票-工业	0.96%	—	+169.21%
28	WCGEUR	Wellcare Health Plans INC	股票-其他	0.91%	—	-1.53%
29	CSCO	Cisco Systems INC	股票-科技	0.91%	—	+2.25%
30	ON	On Semiconductor	股票-科技	0.88%	—	-12.90%
31	T	At&t INC	股票-通信服务	0.85%	—	+4.94%
32	LRCXEUR	Lam Research CORP	股票-科技	0.84%	—	-3.15%
33	CMCSA	Comcast Corp-class A	股票-通信服务	0.83%	—	+135.18%
34	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.81%	—	-73.96%
35	PGR	Progressive CORP	股票-金融	0.81%	—	+1.20%
36	FDX	Fedex CORP	股票-工业	0.77%	—	-6.14%
37	IWF	Ishares Russell 1000 Growth	ETF-其他	0.75%	—	-4.35%
38	PEP	Pepsico INC	股票-非周期性消费	0.71%	—	+1.08%
39	UNP	Union Pacific CORP	股票-工业	0.70%	—	-0.32%
40	IWD	Ishares Russell 1000 Value E	ETF-其他	0.70%	—	-1.27%
41	CDL	Victoryshares US Large Cap H	ETF-大型股与成长	0.68%	—	—
42	CFG	Citizens Financial Group	股票-金融	0.66%	—	-15.72%
43	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.66%	—	+4.75%
44	WBA	Walgreens Boots Alliance INC	股票-其他	0.65%	—	—
45	CAT	Caterpillar INC	股票-工业	0.62%	—	-0.23%
46	VZ	Verizon Communications INC	股票-通信服务	0.62%	—	+13.03%
47	CERNCHF	Cerner CORP	股票-其他	0.62%	—	+0.42%
48	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.61%	—	+45.68%
49	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.61%	—	-4.79%
50	VXUS	Vanguard Total Intl Stock	ETF-其他	0.60%	—	-10.83%

1–50 of 200

本季持股变动

V Wealth Advisors LLC 于截至 Q4 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	USMV	Ishares Msci USA Min Vol Fac	+2.2%	+900.05%	加仓
2	VOO	Vanguard S&p 500 ETF	+2.1%	+647.16%	加仓
3	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.1%	+26.81%	加仓
4	ZBRA	Zebra Technologies Corp-cl A	+0.9%	+330.30%	加仓
5	JPM	Jpmorgan Chase & Co	+0.6%	+71.60%	加仓
6	MSFT	Microsoft CORP	+0.6%	+33.25%	加仓
7	LUV	Southwest Airlines Co	+0.5%	+169.21%	加仓
8	CMCSA	Comcast Corp-class A	+0.5%	+135.18%	加仓
9	GOOGL	Alphabet Inc-cl A	+0.3%	+29.40%	加仓
10	TLT	Ishares 20+ Year Treasury Bd	+0.2%	+45.68%	加仓
11	GSY	Invesco Ultra Short Duration	+0.2%	+112.18%	加仓
12	ZION	Zions Bancorp NA	-0.1%	-0.11%	减仓
13	V	Visa Inc-class A Shares	-0.1%	-5.64%	减仓
14	CSX	Csx CORP	-0.1%	-3.93%	减仓
15	IWF	Ishares Russell 1000 Growth	-0.1%	-4.35%	减仓
16	QQQ	Invesco Qqq Trust Series 1	-0.1%	-0.52%	减仓
17	XOM	Exxon Mobil CORP	-0.1%	-2.64%	减仓
18	IJR	Ishares Core S&p Small-cap E	-0.1%	-3.86%	减仓
19	ON	On Semiconductor	-0.1%	-12.90%	减仓
20	META	Meta Platforms Inc-class A	-0.1%	-40.40%	减仓
21	CFG	Citizens Financial Group	-0.2%	-15.72%	减仓
22	WCGEUR	Wellcare Health Plans INC	-0.2%	-1.53%	减仓
23	CNC	Centene CORP	-0.2%	-3.94%	减仓
24	DFSEUR	Discover Financial Services	-0.2%	-22.51%	减仓
25	STX	Seagate Technology Holdings plc	-0.2%	-23.31%	减仓
26	FDX	Fedex CORP	-0.3%	-6.14%	减仓
27	VTI	Vanguard Total Stock Mkt ETF	-0.3%	-8.52%	减仓
28	PTLC	Pacer Trendpilot US Large Ca	-0.4%	-8.33%	减仓
29	FDC	First Data Corp- Class A	-0.4%	-29.06%	减仓
30	HDGEGBP	Advisorshares Ranger Eq Bear	-0.4%	-86.67%	减仓
31	✓	Laboratory CORP Amer Hldgs	-0.8%	-71.01%	减仓
32	AAPL	Apple INC	-1.2%	+0.79%	加仓
33	RSP	Invesco S&p 500 Equal Weight	-2.2%	-73.96%	减仓
34	IGBH	Ishares Interest Rate Hedged	—	NEW	新建仓
35	AMZN	Amazon.com INC	—	EXIT	清仓
36	DHI	Dr Horton INC	—	EXIT	清仓
37	CMA	Comerica INC	—	EXIT	清仓
38	DXC	Dxc Technology Co	—	EXIT	清仓
39	KSUEUR	Kansas City Southern	—	EXIT	清仓
40	CDL	Victoryshares US Large Cap H	—	NEW	新建仓
41	WBA	Walgreens Boots Alliance INC	—	NEW	新建仓
42	FXY	Invesco Currencyshares Japan	—	EXIT	清仓
43	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
44	BND	Vanguard Total Bond Market	—	EXIT	清仓
45	SH1USD	Proshares Short S&p500	—	EXIT	清仓
46	✓	Corporate Capital Trust	—	EXIT	清仓
47	MINT	Pimco Enhanced Short Maturit	—	NEW	新建仓
48	MOO	Vaneck Agribusiness ETF	—	EXIT	清仓
49	MUB	Ishares National Muni Bond E	—	EXIT	清仓
50	WDC	Western Digital CORP	—	EXIT	清仓