HighTower Advisors, LLC — Q4 2016 13F 持股

Name: HighTower Advisors, LLC — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001462245

申報總市值

US$942.2億

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本季完整持股清單

僅顯示前 200 大持股（共 1874 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	2.47%	—	-0.27%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.91%	+0.43%	-21.85%
3	MSFT	Microsoft CORP	股票-科技	1.89%	-0.66%	+2.74%
4	T	At&t INC	股票-通訊服務	1.56%	—	+5.96%
5	JNJ	Johnson & Johnson	股票-醫療保健	1.54%	+1.83%	+3.21%
6	XOM	Exxon Mobil CORP	股票-能源	1.54%	+0.23%	+1.72%
7	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.12%	-0.14%	-0.53%
8	AEP	American Electric Power Company, Inc.	股票-公用事業	1.09%	—	+0.26%
9	JPM	Jpmorgan Chase & Co	股票-金融	1.08%	-0.11%	+4.73%
10	PG	Procter & Gamble Co/the	股票-非循環性消費	1.06%	—	+6.26%
11	MRK	Merck & Co. INC.	股票-醫療保健	1.01%	—	+0.48%
12	UPS	United Parcel Service-cl B	股票-工業	1.01%	—	+0.30%
13	VZ	Verizon Communications INC	股票-通訊服務	1.00%	+0.04%	+1.73%
14	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	0.95%	—	+5.85%
15	IWF	Ishares Russell 1000 Growth	ETF-其他	0.84%	-0.08%	+21.47%
16	PFE	Pfizer INC	股票-醫療保健	0.84%	—	+13.08%
17	BMY	Bristol-myers Squibb Co	股票-醫療保健	0.73%	—	+3.73%
18	CVX	Chevron CORP	股票-能源	0.73%	+0.21%	+2.97%
19	INTC	Intel CORP	股票-科技	0.73%	—	+5.69%
20	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.69%	—	+3.76%
21	PEP	Pepsico INC	股票-非循環性消費	0.68%	+0.07%	+1.06%
22	IWD	Ishares Russell 1000 Value E	ETF-其他	0.68%	—	+50.84%
23	IBM	Intl Business Machines CORP	股票-科技	0.67%	-0.11%	+1.74%
24	HD	Home Depot INC	股票-循環性消費	0.66%	—	-7.64%
25	EPD	Enterprise Products Partners	股票-能源	0.65%	—	+3.23%
26	KO	Coca-cola Co/the	股票-非循環性消費	0.64%	—	-10.89%
27	MO	Altria Group INC	股票-非循環性消費	0.62%	—	+6.55%
28	BA	Boeing Co/the	股票-工業	0.61%	—	+6.91%
29	PNC	Pnc Financial Services Group	股票-金融	0.61%	—	+8.62%
30	WEP	Magellan Midstream Partners	股票-其他	0.59%	—	-3.02%
31	META	Meta Platforms Inc-class A	股票-通訊服務	0.55%	-0.14%	+25.77%
32	MCD	Mcdonald's CORP	股票-循環性消費	0.51%	—	+12.72%
33	CSCO	Cisco Systems INC	股票-科技	0.51%	—	+5.13%
34	PM	Philip Morris International	股票-非循環性消費	0.50%	—	+3.14%
35	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.50%	-0.19%	+22.88%
36	TWXCHF	Time Warner INC	股票-其他	0.48%	—	+1.25%
37	VUG	Vanguard Growth ETF	ETF-其他	0.47%	-0.10%	+4.20%
38	SCHF	Schwab Intl Equity ETF	ETF-其他	0.44%	—	+44.45%
39	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.43%	-0.18%	-1.75%
40	FDX	Fedex CORP	股票-工業	0.43%	—	+3.20%
41	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.42%	+0.20%	+13.07%
42	AMGN	Amgen INC	股票-醫療保健	0.42%	—	-6.43%
43	MMM	3m Co	股票-工業	0.42%	—	+2.44%
44	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.39%	—	+6.31%
45	QCOM	Qualcomm INC	股票-科技	0.39%	-0.07%	+3.97%
46	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.38%	—	-22.54%
47	UNH	Unitedhealth Group INC	股票-醫療保健	0.38%	—	-2.66%
48	WMT	Walmart INC	股票-非循環性消費	0.37%	—	+0.72%
49	BND	Vanguard Total Bond Market	ETF-其他	0.37%	—	-24.93%
50	BAC	Bank Of America CORP	股票-金融	0.37%	-0.07%	+10.98%

1–50 of 200

本季持股變動

HighTower Advisors, LLC 於截至 Q4 2016 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	JPM	Jpmorgan Chase & Co	+0.2%	+4.73%	加碼
2	IWD	Ishares Russell 1000 Value E	+0.2%	+50.84%	加碼
3	XLF	Ss Financial Select Sector	+0.2%	+115.31%	加碼
4	SPAB	Ss Spdr P Agg Bond ETF	+0.2%	+4496.21%	加碼
5	PNC	Pnc Financial Services Group	+0.2%	+8.62%	加碼
6	BRK-A	Berkshire Hathaway Inc-cl A	+0.1%	+22.88%	加碼
7	IWF	Ishares Russell 1000 Growth	+0.1%	+21.47%	加碼
8	BSV	Vanguard Short-term Bond ETF	+0.1%	+117.05%	加碼
9	BA	Boeing Co/the	+0.1%	+6.91%	加碼
10	SCHF	Schwab Intl Equity ETF	+0.1%	+44.45%	加碼
11	PUB2USD	Altabancorp	+0.1%	+66.65%	加碼
12	TOTL	Ss Doubleline Tr Tact ETF	+0.1%	+161.31%	加碼
13	MRSH	Marsh & Mclennan Cos	+0.1%	+118.90%	加碼
14	DVN	Devon Energy CORP	+0.1%	+1197.23%	加碼
15	CVX	Chevron CORP	+0.1%	+2.97%	加碼
16	BAC	Bank Of America CORP	+0.1%	+10.98%	加碼
17	ITA	Ishares U.s. Aerospace & Def	+0.1%	+133.57%	加碼
18	KBE	Ss Spdr S&p Bank ETF	+0.1%	+15.93%	加碼
19	XXI	Twenty One Capital, Inc.	+0.1%	+1056.42%	加碼
20	MSFT	Microsoft CORP	+0.1%	+2.74%	加碼
21	T	At&t INC	+0.1%	+5.96%	加碼
22	TWXCHF	Time Warner INC	+0.1%	+1.25%	加碼
23	ADP	Automatic Data Processing	+0.1%	+22.28%	加碼
24	✓	Rydex ETF Trust	+0.1%	+56.71%	加碼
25	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	-0.53%	減碼
26	MCD	Mcdonald's CORP	+0.1%	+12.72%	加碼
27	IJR	Ishares Core S&p Small-cap E	+0.1%	+25.57%	加碼
28	BMY	Bristol-myers Squibb Co	0%	+3.73%	加碼
29	MO	Altria Group INC	0%	+6.55%	加碼
30	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-21.85%	減碼
31	AEP	American Electric Power Company, Inc.	0%	+0.26%	加碼
32	SCHD	Schwab U.S. Dividend Equity ETF	0%	+5.85%	加碼
33	XOM	Exxon Mobil CORP	0%	+1.72%	加碼
34	AAPL	Apple INC	-0.1%	-0.27%	減碼
35	AMLPUSD	Alerian Mlp ETF	-0.1%	-47.53%	減碼
36	✓	Invesco Intl Developed Low Vol	-0.1%	-96.33%	減碼
37	DBEF	Xtrackers Msci Eafe Hedged E	-0.1%	-64.18%	減碼
38	SCHZ	Schwab US Aggregate Bond ETF	-0.1%	-32.08%	減碼
39	MGK	Vanguard Mega Cap Growth ETF	-0.1%	-36.86%	減碼
40	MGV	Vanguard Mega Cap Value ETF	-0.1%	-40.44%	減碼
41	DWX	State Street Spdr S&p Intern	-0.1%	-84.56%	減碼
42	AMGN	Amgen INC	-0.1%	-6.43%	減碼
43	ABBV	Abbvie INC	-0.1%	-25.46%	減碼
44	KO	Coca-cola Co/the	-0.1%	-10.89%	減碼
45	GLD	Spdr Gold Shares	-0.2%	-31.05%	減碼
46	AGG	Ishares Core U.s. Aggregate	-0.2%	-22.54%	減碼
47	BND	Vanguard Total Bond Market	-0.2%	-24.93%	減碼
48	NTTYY	Ntt INC - Adr	-0.2%	-90.62%	減碼
49	ECON	Columbia Resear Enh Em Econ	—	NEW	新建倉
50	EWU	Ishares Msci United Kingdom	—	NEW	新建倉