Strategic Wealth Partners, Ltd. — Q2 2019 13F保有銘柄

Name: Strategic Wealth Partners, Ltd. — 13F Holdings, Q2 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001720777

申告総資産額

$14.4億

← 最新の四半期に戻る

今四半期の全保有銘柄

上位200銘柄を表示中（全811銘柄）

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	DGRO	Ishares Core Dividend Growth	ETF-その他	10.38%	—	+0.71%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-その他	4.03%	—	+5906.70%
3	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公債	3.51%	—	+26.75%
4	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型株・グロース	2.92%	—	-4.66%
5	STIP	Ishares 0-5 Year Tips Bond E	ETF-その他	2.46%	—	+4.40%
6	VOO	Vanguard S&p 500 ETF	ETF-大型株・グロース	2.10%	—	-21.08%
7	AAPL	Apple INC	株式-IT	1.97%	-0.13%	-13.58%
8	GLD	Spdr Gold Shares	ETF-コモディティ	1.94%	—	-3.27%
9	PSK	Ss Spdr Ice Pref Sec ETF	ETF-その他	1.87%	—	+12.09%
10	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公債	1.82%	-0.31%	-35.41%
11	FLOT	Ishares Floating Rate Bond E	ETF-その他	1.82%	—	+19.06%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型株・グロース	1.73%	—	-16.55%
13	SPTS	Ss Spdr P St Term Tsy ETF	ETF-その他	1.71%	—	-34.73%
14	AMJEUR	Jpmorgan Alerian Mlp Index	ETF-大型株・グロース	1.56%	—	+3.14%
15	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-その他	1.35%	—	-31.22%
16	V	Visa Inc-class A Shares	株式-金融	1.11%	—	-11.67%
17	DIS	Walt Disney Co/the	株式-通信サービス	1.00%	—	-1.62%
18	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-その他	0.99%	—	-10.44%
19	MBB	Ishares Mbs ETF	ETF-その他	0.98%	+0.15%	-51.79%
20	JNJ	Johnson & Johnson	株式-ヘルスケア	0.93%	—	-10.27%
21	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	0.92%	—	-11.01%
22	AXP	American Express Co	株式-金融	0.89%	+0.15%	-7.61%
23	MSFT	Microsoft CORP	株式-IT	0.88%	—	-0.09%
24	CVX	Chevron CORP	株式-エネルギー	0.87%	—	-2.61%
25	CSCO	Cisco Systems INC	株式-IT	0.85%	—	-9.44%
26	WM	Waste Management INC	株式-資本財	0.83%	—	-3.31%
27	TJX	Tjx Companies INC	株式-一般消費財	0.83%	—	-4.50%
28	JPST	Jpmorgan Ultra-short Income	ETF-その他	0.82%	—	-35.63%
29	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-その他	0.81%	—	+44.66%
30	VIG	Vanguard Dividend Apprec ETF	ETF-その他	0.81%	—	-23.46%
31	AMGN	Amgen INC	株式-ヘルスケア	0.77%	—	-11.38%
32	WMT	Walmart INC	株式-生活必需品	0.77%	—	-9.31%
33	INTC	Intel CORP	株式-IT	0.76%	—	-10.54%
34	LOW	Lowe's Cos INC	株式-一般消費財	0.75%	—	-5.75%
35	PEP	Pepsico INC	株式-生活必需品	0.75%	—	-5.92%
36	UNP	Union Pacific CORP	株式-資本財	0.73%	—	-7.56%
37	EFA	Ishares Msci Eafe ETF	ETF-その他	0.73%	+0.17%	+45.85%
38	TRV	Travelers Cos Inc/the	株式-金融	0.73%	—	-8.78%
39	CMI	Cummins INC	株式-資本財	0.72%	—	-9.79%
40	XOM	Exxon Mobil CORP	株式-エネルギー	0.72%	+0.18%	-8.79%
41	HON	Honeywell International INC	株式-資本財	0.66%	—	-9.17%
42	SHM	Ss Spdr N Ice St Muni ETF	ETF-その他	0.65%	—	-11.62%
43	MET	Metlife INC	株式-金融	0.65%	—	-2.77%
44	ELV	Elevance Health INC	株式-ヘルスケア	0.64%	—	-9.36%
45	PFE	Pfizer INC	株式-ヘルスケア	0.63%	—	-22.08%
46	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	0.62%	—	-7.58%
47	DRI	Darden Restaurants INC	株式-一般消費財	0.62%	—	-4.44%
48	GD	General Dynamics CORP	株式-資本財	0.60%	—	-13.97%
49	USB	US Bancorp	株式-金融	0.60%	—	-7.43%
50	VEU	Vanguard Ftse All-world Ex-u	ETF-その他	0.60%	—	-25.58%

1–50 of 200

今四半期の持株変動

Strategic Wealth Partners, Ltd.がQ2 2019時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	VTI	Vanguard Total Stock Mkt ETF	+4%	+5906.70%	増加
2	SHV	Ishares 0-1 Year Treasury Bo	+0.9%	+26.75%	増加
3	DGRO	Ishares Core Dividend Growth	+0.9%	+0.71%	増加
4	FLOT	Ishares Floating Rate Bond E	+0.4%	+19.06%	増加
5	PSK	Ss Spdr Ice Pref Sec ETF	+0.3%	+12.09%	増加
6	SJNK	Ss Spdr Bb St Hi Yield ETF	+0.3%	+44.66%	増加
7	EFA	Ishares Msci Eafe ETF	+0.3%	+45.85%	増加
8	STIP	Ishares 0-5 Year Tips Bond E	+0.3%	+4.40%	増加
9	DIS	Walt Disney Co/the	+0.2%	-1.62%	減少
10	GLD	Spdr Gold Shares	+0.2%	-3.27%	減少
11	RWO	State Street Spdr Dow Jones	+0.1%	+62.23%	増加
12	DGS	Wisdomtree Em Small Cap	+0.1%	+43.72%	増加
13	MSFT	Microsoft CORP	+0.1%	-0.09%	減少
14	STZ	Constellation Brands Inc-a	+0.1%	+4550.00%	増加
15	JNJ	Johnson & Johnson	-0.1%	-10.27%	減少
16	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.1%	-10.44%	減少
17	SHY	Ishares 1-3 Year Treasury Bo	-0.1%	-11.01%	減少
18	LOW	Lowe's Cos INC	-0.1%	-5.75%	減少
19	LEG	Leggett & Platt INC	-0.1%	-7.10%	減少
20	XOM	Exxon Mobil CORP	-0.1%	-8.79%	減少
21	MMM	3m Co	-0.1%	-4.19%	減少
22	AMGN	Amgen INC	-0.1%	-11.38%	減少
23	VYM	Vanguard High Dvd Yield ETF	-0.1%	-21.16%	減少
24	GWX	State Street Spdr S&p Intern	-0.1%	-15.13%	減少
25	STPZ	Pimco 1-5 Year US Tips Index	-0.1%	-26.80%	減少
26	VXF	Vanguard Extended Market ETF	-0.1%	-31.73%	減少
27	CCL1EUR	Carnival CORP LTD	-0.1%	-24.65%	減少
28	AAPL	Apple INC	-0.1%	-13.58%	減少
29	PFE	Pfizer INC	-0.1%	-22.08%	減少
30	OXY	Occidental Petroleum CORP	-0.1%	-2.69%	減少
31	TIPX	Ss Spdr Bb 1-10yr Tips ETF	-0.1%	-66.43%	減少
32	VIG	Vanguard Dividend Apprec ETF	-0.2%	-23.46%	減少
33	AGZ	Ishares Agency Bond ETF	-0.2%	-32.81%	減少
34	WFC	Wells Fargo & Co	-0.2%	-52.34%	減少
35	INTC	Intel CORP	-0.2%	-10.54%	減少
36	VEU	Vanguard Ftse All-world Ex-u	-0.2%	-25.58%	減少
37	RWX	State Street Spdr Dow Jones	-0.2%	-54.62%	減少
38	PRFZ	Inv Rafi US 1500 Sm-usd INC	-0.2%	-28.85%	減少
39	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-16.55%	減少
40	ELD	Wisdomtree Emrg Mkts Debt	-0.2%	-60.78%	減少
41	VWO	Vanguard Ftse Emerging Marke	-0.2%	-43.69%	減少
42	IJR	Ishares Core S&p Small-cap E	-0.2%	-61.86%	減少
43	VOO	Vanguard S&p 500 ETF	-0.4%	-21.08%	減少
44	JPST	Jpmorgan Ultra-short Income	-0.4%	-35.63%	減少
45	IYR	Ishares US Real Estate ETF	-0.5%	-91.10%	減少
46	DIA	Ss Spdr Dow Jones Indus Avg	-0.5%	-84.10%	減少
47	FLRN	Ss Spdr Bb Ig Float Rt ETF	-0.5%	-31.22%	減少
48	SPTS	Ss Spdr P St Term Tsy ETF	-0.8%	-34.73%	減少
49	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.9%	-35.41%	減少
50	MBB	Ishares Mbs ETF	-0.9%	-51.79%	減少