Appleton Group, LLC — Q1 2017 13F 持股

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

CIK: 0001454759

申報總市值

US$2863.4萬

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	11.02%	—	-4.82%
2	SCHF	Schwab Intl Equity ETF	ETF-其他	9.32%	—	-3.67%
3	SCHV	Schwab US Large-cap Value	ETF-其他	9.04%	—	-2.86%
4	SCHH	Schwab US Reit ETF	ETF-其他	8.67%	—	-2.40%
5	SCHA	Schwab US Small-cap ETF	ETF-其他	8.12%	—	-3.86%
6	✓	Powershares Qqq Trust Ser 1	股票-其他	7.92%	—	-4.09%
7	CWB	Ss Spdr Bb Conv Sec ETF	ETF-其他	5.98%	—	-3.44%
8	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	5.42%	—	—
9	✓		股票-其他	5.39%	—	—
10	VCSH	Vanguard S/t CORP Bond ETF	ETF-投資等級公司債	5.12%	—	-2.88%
11	IWD	Ishares Russell 1000 Value E	ETF-其他	5.03%	—	-6.28%
12	SCHX	Schwab US Large-cap ETF	ETF-其他	4.04%	—	-4.63%
13	SCHG	Schwab US Large-cap Growth	ETF-其他	3.18%	—	-3.72%
14	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	2.12%	—	-10.34%
15	IWN	Ishares Russell 2000 Value E	ETF-中小型股	1.63%	—	-7.05%
16	XHB	Ss Spdr S&p Homebldrs ETF	ETF-其他	0.79%	—	+68.87%
17	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.74%	—	+61.98%
18	TWMUSD	Proshares Ultrashort R2000	ETF-其他	0.67%	—	—
19	FDN	First Trust Dj Internet Ind	ETF-其他	0.54%	—	+69.90%
20	KIE	Ss Spdr S&p Insurance ETF	ETF-其他	0.53%	—	+68.73%
21	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	0.52%	—	+65.02%
22	XLY	Ss Consumer Disc Select Sect	ETF-其他	0.52%	—	+75.43%
23	XLV	Ss Health Care Select Sector	ETF-其他	0.51%	—	+88.42%
24	XLF	Ss Financial Select Sector	ETF-其他	0.49%	—	+78.73%
25	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.38%	—	+3.12%
26	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.38%	—	-23.18%
27	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.38%	—	-23.33%
28	ASB	Associated Banc-corp	股票-金融	0.34%	—	-19.71%
29	ROK	Rockwell Automation INC	股票-工業	0.25%	—	—
30	PLXS	Plexus CORP	股票-科技	0.24%	—	—
31	HOG	Harley-davidson INC	股票-循環性消費	0.24%	—	—
32	NEE	Nextera Energy INC	股票-公用事業	0.23%	—	—
33	MTW	The Manitowoc Company, Inc.	股票-其他	0.22%	—	—

本季持股變動

Appleton Group, LLC 於截至 Q1 2017 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	XHB	Ss Spdr S&p Homebldrs ETF	+0.3%	+68.87%	加碼
2	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.3%	+61.98%	加碼
3	XLV	Ss Health Care Select Sector	+0.2%	+88.42%	加碼
4	XBI	Ss Spdr S&p Biotech ETF	+0.2%	+65.02%	加碼
5	FDN	First Trust Dj Internet Ind	+0.2%	+69.90%	加碼
6	XLY	Ss Consumer Disc Select Sect	+0.2%	+75.43%	加碼
7	KIE	Ss Spdr S&p Insurance ETF	+0.2%	+68.73%	加碼
8	XLF	Ss Financial Select Sector	+0.2%	+78.73%	加碼
9	VBR	Vanguard Small-cap Value ETF	0%	+3.12%	加碼
10	ASB	Associated Banc-corp	-0.2%	-19.71%	減碼
11	EMB	Ishares Jp Morgan Usd Emergi	-0.2%	-23.33%	減碼
12	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.2%	-23.18%	減碼
13	SCHG	Schwab US Large-cap Growth	-0.3%	-3.72%	減碼
14	IWN	Ishares Russell 2000 Value E	-0.4%	-7.05%	減碼
15	✓	Powershares Qqq Trust Ser 1	-0.5%	-4.09%	減碼
16	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	-0.5%	-10.34%	減碼
17	SCHX	Schwab US Large-cap ETF	-0.6%	-4.63%	減碼
18	CWB	Ss Spdr Bb Conv Sec ETF	-0.7%	-3.44%	減碼
19	VCSH	Vanguard S/t CORP Bond ETF	-0.9%	-2.88%	減碼
20	SCHF	Schwab Intl Equity ETF	-0.9%	-3.67%	減碼
21	IWD	Ishares Russell 1000 Value E	-1%	-6.28%	減碼
22	SCHV	Schwab US Large-cap Value	-1.3%	-2.86%	減碼
23	SCHA	Schwab US Small-cap ETF	-1.3%	-3.86%	減碼
24	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.5%	-4.82%	減碼
25	SCHH	Schwab US Reit ETF	-1.6%	-2.40%	減碼
26	SCHE	Schwab Emrg Mrkts Eqty ETF	—	NEW	新建倉
27	✓		—	NEW	新建倉
28	✓	Proshares Tr	—	EXIT	清倉
29	TWMUSD	Proshares Ultrashort R2000	—	NEW	新建倉
30	XESUSD	Spdr Oil & Gas Equip & Serv	—	EXIT	清倉
31	XLE	Ss Energy Select Sector	—	EXIT	清倉
32	ROK	Rockwell Automation INC	—	NEW	新建倉
33	PLXS	Plexus CORP	—	NEW	新建倉
34	HOG	Harley-davidson INC	—	NEW	新建倉
35	NEE	Nextera Energy INC	—	NEW	新建倉
36	MTW	The Manitowoc Company, Inc.	—	NEW	新建倉