Winch Advisory Services, LLC — Q4 2014 13F 持股

Name: Winch Advisory Services, LLC — 13F Holdings, Q4 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001585822

申报总市值

US$4.4亿

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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	QQQ	Nasdaq-100 Index Trckng Stck	ETF-科技型	31.30%	—	+590.38%
2	✓		股票-其他	9.11%	—	—
3	MMM	3m Co	股票-工业	5.81%	-0.03%	+13.89%
4	IYT	Ishares US Transportation Et	ETF-其他	5.65%	—	+495.98%
5	DIS	Walt Disney Co/the	股票-通信服务	4.83%	-0.06%	-1.37%
6	VHT	Vanguard Health Care ETF	ETF-其他	4.46%	—	+28.74%
7	XLY	Ss Consumer Disc Select Sect	ETF-其他	3.35%	—	+3781.04%
8	WFC	Wells Fargo & Co	股票-金融	3.35%	—	+240.49%
9	IBB	Ishares Biotechnology ETF	ETF-科技型	3.18%	—	+541.68%
10	VZ	Verizon Communications INC	股票-通信服务	2.56%	+0.11%	-0.30%
11	MSFT	Microsoft CORP	股票-科技	2.56%	-0.87%	+0.17%
12	DUK	Du Pont E I De Nemour&Co	股票-公用事业	2.53%	—	-5.86%
13	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	2.46%	—	+33.33%
14	LLY	Eli Lilly & Co	股票-医疗保健	2.45%	—	+562.62%
15	JNJ	Johnson & Johnson	股票-医疗保健	2.04%	—	+25.48%
16	V	Visa Inc-class A Shares	股票-金融	1.23%	-0.16%	+5601.99%
17	INTC	Intel CORP	股票-科技	1.20%	—	+21.35%
18	DAL	Delta Air Lines INC	股票-工业	1.13%	—	—
19	COST	Costco Wholesale CORP	股票-非周期性消费	1.09%	+0.14%	+193.14%
20	✓		股票-其他	1.08%	—	+1.38%
21	CELG	Celgene CORP	股票-其他	0.89%	—	—
22	AMGN	Amgen INC	股票-医疗保健	0.88%	—	—
23	ORCL	Oracle CORP	股票-科技	0.85%	+0.29%	—
24	XOM	Exxon Mobil CORP	股票-能源	0.81%	+0.08%	-3.63%
25	BABA	Alibaba Group Holding-sp Adr	股票-周期性消费	0.81%	—	+57.98%
26	PEP	Pepsico INC	股票-非周期性消费	0.80%	—	+0.46%
27	XLI	Ss Industrial Select Sector	ETF-其他	0.77%	—	—
28	WDC	Western Digital CORP	股票-科技	0.39%	—	—
29	LUV	Southwest Airlines Co	股票-工业	0.39%	—	—
30	UAL	United Airlines Holdings INC	股票-工业	0.39%	—	—
31	✓	Spdr Gold Shares	股票-其他	0.37%	—	+18734.38%
32	ILMN	Illumina INC	股票-医疗保健	0.36%	—	—
33	✓		股票-其他	0.29%	—	+0.01%
34	✓	United States Natl Gas Fund	股票-其他	0.22%	—	—
35	AA	Alcoa INC Com	股票-原材料	0.21%	—	-48.97%
36	RRC	Range Resources CORP	股票-能源	0.19%	—	—

本季持股变动

Winch Advisory Services, LLC 于截至 Q4 2014 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	QQQ	Nasdaq-100 Index Trckng Stck	+30.8%	+590.38%	加仓
2	IYT	Ishares US Transportation Et	+4.6%	+495.98%	加仓
3	XLY	Ss Consumer Disc Select Sect	+3.3%	+3781.04%	加仓
4	IBB	Ishares Biotechnology ETF	+2.7%	+541.68%	加仓
5	WFC	Wells Fargo & Co	+2.3%	+240.49%	加仓
6	LLY	Eli Lilly & Co	+2%	+562.62%	加仓
7	V	Visa Inc-class A Shares	+1.2%	+5601.99%	加仓
8	COST	Costco Wholesale CORP	+0.7%	+193.14%	加仓
9	VHT	Vanguard Health Care ETF	+0.7%	+28.74%	加仓
10	MMM	3m Co	+0.6%	+13.89%	加仓
11	BRK-A	Berkshire Hathaway Inc-cl A	+0.5%	+33.33%	加仓
12	✓	Spdr Gold Shares	+0.4%	+18734.38%	加仓
13	BABA	Alibaba Group Holding-sp Adr	+0.3%	+57.98%	加仓
14	JNJ	Johnson & Johnson	+0.1%	+25.48%	加仓
15	✓		—	NEW	新建仓
16	BRK-B	Berkshire Hathaway Inc.	—	EXIT	清仓
17	✓	Google INC Class C	—	EXIT	清仓
18	AAPL	Apple INC	—	EXIT	清仓
19	✓	Guggenheim	—	EXIT	清仓
20	✓	At&t CORP	—	EXIT	清仓
21	GSK	GSK plc ADRhedged	—	EXIT	清仓
22	MRK	Merck & Co., Inc.	—	EXIT	清仓
23	BMY	Bristol-myers Squibb Co	—	EXIT	清仓
24	COP	Conocophillips	—	EXIT	清仓
25	BXUSD	Blackstone Group Lp/the	—	EXIT	清仓
26	XLK	Ss Technology Select Sector	—	EXIT	清仓
27	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
28	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清仓
29	DOW	Dow Chem Co	—	EXIT	清仓
30	SMHUSD	Market Vectors Semiconductor	—	EXIT	清仓
31	AEP	American Electric Power Company, Inc.	—	EXIT	清仓
32	DAL	Delta Air Lines INC	—	NEW	新建仓
33	CTXSEUR	Citrix Systems INC	—	EXIT	清仓
34	✓	Arris Group INC Com	—	EXIT	清仓
35	PG	Procter & Gamble Co/the	—	EXIT	清仓
36	CELG	Celgene CORP	—	NEW	新建仓
37	AMGN	Amgen INC	—	NEW	新建仓
38	ORCL	Oracle CORP	—	NEW	新建仓
39	KO	Coca-cola Co/the	—	EXIT	清仓
40	XLI	Ss Industrial Select Sector	—	NEW	新建仓
41	MAR	Marriott International -cl A	—	EXIT	清仓
42	CVX	Chevron CORP	—	EXIT	清仓
43	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	清仓
44	KEL	Kellanova	—	EXIT	清仓
45	✓	Yahoo INC	—	EXIT	清仓
46	MDT	Medtronic plc	—	EXIT	清仓
47	WDC	Western Digital CORP	—	NEW	新建仓
48	LUV	Southwest Airlines Co	—	NEW	新建仓
49	UAL	United Airlines Holdings INC	—	NEW	新建仓
50	ILMN	Illumina INC	—	NEW	新建仓