WealthPLAN Partners, LLC — Q1 2017 13F 持股

Name: WealthPLAN Partners, LLC — 13F Holdings, Q1 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001639943

申报总市值

US$5.2亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 460 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	10.53%	+0.86%	-92.47%
2	FEX	First Trust Large Cap Core A	ETF-大型股与成长	5.31%	—	-90.81%
3	AAPL	Apple INC	股票-科技	4.93%	-0.20%	-92.35%
4	DGRO	Ishares Core Dividend Growth	ETF-其他	4.61%	—	-90.80%
5	HRI	Herc Holdings INC	股票-其他	3.77%	—	-25.20%
6	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	3.58%	—	-94.54%
7	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	3.37%	—	-92.33%
8	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	2.12%	—	-90.32%
9	CHD	Church & Dwight Co INC	股票-非周期性消费	1.86%	—	-54.52%
10	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.53%	+1.57%	-89.24%
11	XLV	Ss Health Care Select Sector	ETF-其他	1.51%	—	-87.61%
12	✓	Powershares Dwa Tactical Sector	股票-其他	1.47%	—	-96.94%
13	XLK	Ss Technology Select Sector	ETF-科技型	1.24%	—	-90.21%
14	HAL	Halliburton Co	股票-能源	0.96%	—	-56.00%
15	XOM	Exxon Mobil CORP	股票-能源	0.91%	+0.37%	-94.54%
16	✓	Powershares Qqq Trust Ser 1	股票-其他	0.89%	—	-86.28%
17	FSICUSD	Fs Kkr Capital CORP	股票-其他	0.86%	—	-85.21%
18	CVS	Cvs Health CORP	股票-医疗保健	0.85%	—	-92.33%
19	JPM	Jpmorgan Chase & Co	股票-金融	0.84%	—	-93.22%
20	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.83%	—	-79.52%
21	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.80%	—	-90.31%
22	JNJ	Johnson & Johnson	股票-医疗保健	0.77%	-0.15%	-94.62%
23	DVY	Ishares Select Dividend ETF	ETF-其他	0.75%	—	-86.80%
24	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.74%	—	-3.53%
25	META	Meta Platforms Inc-class A	股票-通信服务	0.71%	-0.11%	-91.85%
26	✓	Powershares ETF Tr Ii	ETF-其他	0.71%	—	-95.20%
27	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.70%	—	-94.60%
28	DEO	Diageo Plc-sponsored Adr	股票-非周期性消费	0.70%	—	-94.98%
29	ZTS	Zoetis INC	股票-医疗保健	0.70%	—	-70.89%
30	MSFT	Microsoft CORP	股票-科技	0.68%	-0.47%	-90.14%
31	DISCAUSD	Discovery INC - A	股票-其他	0.65%	—	-93.43%
32	VZ	Verizon Communications INC	股票-通信服务	0.64%	—	-90.45%
33	PG	Procter & Gamble Co/the	股票-非周期性消费	0.64%	—	-83.04%
34	AIG	American International Group	股票-金融	0.64%	—	-63.59%
35	AMZN	Amazon.com INC	股票-周期性消费	0.63%	-0.18%	-86.70%
36	DIS	Walt Disney Co/the	股票-通信服务	0.60%	—	-76.46%
37	GOOG	Alphabet Inc-cl C	股票-通信服务	0.59%	-0.29%	-94.94%
38	XLF	Ss Financial Select Sector	ETF-其他	0.59%	—	-91.95%
39	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.54%	—	-93.65%
40	OKE	ONEOK, Inc.	股票-能源	0.54%	—	—
41	KO	Coca-cola Co/the	股票-非周期性消费	0.52%	—	-74.64%
42	NUE	Nucor CORP	股票-原材料	0.51%	—	-72.97%
43	TGT	Target CORP	股票-周期性消费	0.48%	—	-91.60%
44	MO	Altria Group INC	股票-非周期性消费	0.47%	—	-88.22%
45	FXH	First Trust Health Care Alph	ETF-其他	0.46%	—	-92.72%
46	AEP	American Electric Power Company, Inc.	股票-公用事业	0.40%	—	-78.67%
47	ABT	Abbott Laboratories	股票-医疗保健	0.39%	—	-70.23%
48	SO	Southern Co/the	股票-公用事业	0.38%	—	-71.10%
49	PUK	Prudential Plc-adr	股票-其他	0.38%	—	—
50	IAT	Ishares US Regional Banks Et	ETF-其他	0.37%	—	-77.62%

1–50 of 200

本季持股变动

WealthPLAN Partners, LLC 于截至 Q1 2017 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	FEX	First Trust Large Cap Core A	+0.4%	-90.81%	减仓
2	XLV	Ss Health Care Select Sector	+0.4%	-87.61%	减仓
3	DGRO	Ishares Core Dividend Growth	+0.4%	-90.80%	减仓
4	✓	Powershares Qqq Trust Ser 1	+0.3%	-86.28%	减仓
5	FSICUSD	Fs Kkr Capital CORP	+0.3%	-85.21%	减仓
6	IVV	Ishares Core S&p 500 ETF	+0.3%	-89.24%	减仓
7	PG	Procter & Gamble Co/the	+0.3%	-83.04%	减仓
8	DVY	Ishares Select Dividend ETF	+0.3%	-86.80%	减仓
9	AMZN	Amazon.com INC	+0.2%	-86.70%	减仓
10	AAPL	Apple INC	+0.2%	-92.35%	减仓
11	XLK	Ss Technology Select Sector	+0.2%	-90.21%	减仓
12	MSFT	Microsoft CORP	+0.1%	-90.14%	减仓
13	EEMV	Ishares Msci Emg Mkt Min Vol	+0.1%	-90.32%	减仓
14	XLF	Ss Financial Select Sector	0%	-91.95%	减仓
15	VCSH	Vanguard S/t CORP Bond ETF	0%	-90.31%	减仓
16	META	Meta Platforms Inc-class A	0%	-91.85%	减仓
17	VZ	Verizon Communications INC	0%	-90.45%	减仓
18	JPM	Jpmorgan Chase & Co	-0.1%	-93.22%	减仓
19	FXH	First Trust Health Care Alph	-0.1%	-92.72%	减仓
20	BP	Bp Plc-spons Adr	-0.2%	-93.14%	减仓
21	T	At&t INC	-0.2%	-94.15%	减仓
22	DISCAUSD	Discovery INC - A	-0.2%	-93.43%	减仓
23	TGT	Target CORP	-0.2%	-91.60%	减仓
24	GOOGL	Alphabet Inc-cl A	-0.2%	-95.33%	减仓
25	CAH	Cardinal Health INC	-0.2%	-95.33%	减仓
26	MDT	Medtronic plc	-0.2%	-94.74%	减仓
27	EFAV	Ishares Msci Eafe Min Vol Fa	-0.3%	-93.65%	减仓
28	NUV	Nuveen Municipal Value	-0.3%	-99.46%	减仓
29	CVS	Cvs Health CORP	-0.3%	-92.33%	减仓
30	IBM	Intl Business Machines CORP	-0.3%	-98.24%	减仓
31	EMR	Emerson Electric Co	-0.3%	-96.22%	减仓
32	EEM	Ishares Msci Emerging Market	-0.4%	-96.70%	减仓
33	IVW	Ishares S&p 500 Growth ETF	-0.4%	-92.33%	减仓
34	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.4%	-94.60%	减仓
35	GOOG	Alphabet Inc-cl C	-0.4%	-94.94%	减仓
36	WPC	Wp Carey INC	-0.5%	-96.97%	减仓
37	JNJ	Johnson & Johnson	-0.5%	-94.62%	减仓
38	GILD	Gilead Sciences INC	-0.5%	-98.73%	减仓
39	UNP	Union Pacific CORP	-0.6%	-97.24%	减仓
40	✓	Powershares ETF Tr Ii	-0.6%	-95.20%	减仓
41	GPC	Genuine Parts Co	-0.6%	-97.91%	减仓
42	DEO	Diageo Plc-sponsored Adr	-0.6%	-94.98%	减仓
43	XOM	Exxon Mobil CORP	-0.7%	-94.54%	减仓
44	BRK-B	Berkshire Hathaway Inc-cl B	-0.8%	-92.47%	减仓
45	✓	Cabelas INC Cl-a Com	-0.9%	-97.43%	减仓
46	WFC	Wells Fargo & Co	-1.2%	-98.70%	减仓
47	EFG	Ishares Msci Eafe Growth ETF	-2.5%	-94.54%	减仓
48	✓	Powershares Dwa Tactical Sector	-3.1%	-96.94%	减仓
49	VMI	Valmont Industries	—	EXIT	清仓
50	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	清仓