Avidian Wealth Enterprises, LLC — Q1 2014 13F 持股

Name: Avidian Wealth Enterprises, LLC — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001471474

申報總市值

US$31.6億

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	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	22.07%	—	+25.03%
2	XLK	Ss Technology Select Sector	ETF-科技型	14.94%	—	+68.38%
3	XLF	Ss Financial Select Sector	ETF-其他	11.67%	—	+150.04%
4	DWX	State Street Spdr S&p Intern	ETF-其他	9.13%	—	—
5	XLY	Ss Consumer Disc Select Sect	ETF-其他	8.92%	—	+245.68%
6	XLI	Ss Industrial Select Sector	ETF-其他	6.76%	—	+100.21%
7	XLE	Ss Energy Select Sector	ETF-其他	6.41%	—	+81.55%
8	XOPUSD	Spdr S&p Oil & Gas Exp & Pr	ETF-其他	6.32%	—	+20.55%
9	XLV	Ss Health Care Select Sector	ETF-其他	4.72%	—	+1466.20%
10	XLB	Ss Materials Select Sector	ETF-其他	4.20%	—	+110.69%
11	XLP	Ss Consumer Staples Sel Sect	ETF-其他	3.89%	—	+0.63%
12	SSO	Proshares Ultra S&p500	ETF-其他	0.48%	—	-5.73%
13	HDV	Ishares Core High Dividend E	ETF-其他	0.38%	—	—
14	IYJ	Ishares U.s. Industrials ETF	ETF-其他	0.12%	—	—

Avidian Wealth Enterprises, LLC 於截至 Q1 2014 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	XLY	Ss Consumer Disc Select Sect	+4.8%	+245.68%	加碼
2	XLF	Ss Financial Select Sector	+4.7%	+150.04%	加碼
3	XLV	Ss Health Care Select Sector	+4.3%	+1466.20%	加碼
4	XLI	Ss Industrial Select Sector	+1.7%	+100.21%	加碼
5	XLK	Ss Technology Select Sector	+1.6%	+68.38%	加碼
6	XLB	Ss Materials Select Sector	+1.2%	+110.69%	加碼
7	XLE	Ss Energy Select Sector	+0.9%	+81.55%	加碼
8	SSO	Proshares Ultra S&p500	-0.2%	-5.73%	減碼
9	XOPUSD	Spdr S&p Oil & Gas Exp & Pr	-1.9%	+20.55%	加碼
10	XLP	Ss Consumer Staples Sel Sect	-2.3%	+0.63%	加碼
11	SDY	Ss Spdr S&p Dividend ETF	-6.2%	+25.03%	加碼
12	DWX	State Street Spdr S&p Intern	—	NEW	新建倉
13	✓	Utilities Select Sector SPDR Fund - ETF	—	EXIT	清倉
14	DFJ	Wisdomtree Jpn S/c Dvd Fund	—	EXIT	清倉
15	XOM	Exxon Mobil CORP	—	EXIT	清倉
16	HDV	Ishares Core High Dividend E	—	NEW	新建倉
17	SLB	Slb LTD	—	EXIT	清倉
18	PXDEUR	Pioneer Natural Resources Co	—	EXIT	清倉
19	PAA	Plains All Amer Pipeline LP	—	EXIT	清倉
20	✓	Gastar Expl LTD	—	EXIT	清倉
21	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	EXIT	清倉
22	SCHB	Schwab US Broad Market ETF	—	EXIT	清倉
23	OIH	Market Vectors Oil Service E	—	EXIT	清倉
24	RPAIUSD	Retail Properties Of Ame - A	—	EXIT	清倉
25	RDS-A	Shell Plc-spon Adr-a	—	EXIT	清倉
26	FLOT	Ishares Floating Rate Bond E	—	EXIT	清倉
27	✓	Newfield Expl Co	—	EXIT	清倉
28	T	At&t INC	—	EXIT	清倉
29	EPD	Enterprise Products Partners	—	EXIT	清倉
30	HFCUSD	Hollyfrontier CORP	—	EXIT	清倉
31	IYJ	Ishares U.s. Industrials ETF	—	NEW	新建倉