Hochman Cole Investment Advisors, Inc. — Q2 2017 13F 持股

Name: Hochman Cole Investment Advisors, Inc. — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001568890

申報總市值

US$2.6億

← 回到最新季度

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	XLV	Ss Health Care Select Sector	ETF-其他	7.60%	—	+2.29%
2	XLK	Ss Technology Select Sector	ETF-科技型	6.68%	—	+4.69%
3	FXL	First Trust Technology Alpha	ETF-科技型	5.72%	—	+2.02%
4	XLP	Ss Consumer Staples Sel Sect	ETF-其他	5.32%	—	+1.60%
5	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	5.27%	—	+1.24%
6	FXO	First Trust Financial Alphad	ETF-其他	3.97%	—	+3.44%
7	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	3.03%	—	+3.40%
8	XLF	Ss Financial Select Sector	ETF-其他	2.99%	—	+8.43%
9	VB	Vanguard Small-cap ETF	ETF-其他	2.96%	—	+0.28%
10	IWB	Ishares Russell 1000 ETF	ETF-其他	2.71%	—	-4.21%
11	✓	Powershares Qqq Trust Ser 1	股票-其他	2.47%	—	+0.10%
12	VV	Vanguard Large-cap ETF	ETF-其他	2.44%	—	-1.23%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.20%	—	+1.51%
14	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	2.17%	—	-6.09%
15	XPH	Ss Spdr S&p Pharma ETF	ETF-其他	2.13%	—	+4.51%
16	VUG	Vanguard Growth ETF	ETF-其他	2.09%	—	-10.21%
17	IWF	Ishares Russell 1000 Growth	ETF-其他	1.90%	—	+21.86%
18	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	1.85%	—	+9.13%
19	ABBV	Abbvie INC	股票-醫療保健	1.57%	—	-0.78%
20	IBB	Ishares Biotechnology ETF	ETF-科技型	1.55%	—	+8.84%
21	DDWM	Wisdomtree Dy Inter Eq Fd-us	ETF-其他	1.46%	—	+10.24%
22	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.42%	—	-6.81%
23	XLE	Ss Energy Select Sector	ETF-其他	1.36%	—	-10.74%
24	VO	Vanguard Mid-cap ETF	ETF-其他	1.29%	—	-1.73%
25	EIPI	FT Energy Income Partners Enhanced Income ETF	ETF-其他	1.10%	—	-4.50%
26	DVY	Ishares Select Dividend ETF	ETF-其他	1.07%	—	-6.45%
27	PFF	Ishares Preferred & Income S	ETF-其他	1.04%	—	-0.51%
28	AAPL	Apple INC	股票-科技	1.04%	—	+0.33%
29	ABT	Abbott Laboratories	股票-醫療保健	1.03%	—	-0.73%
30	XLI	Ss Industrial Select Sector	ETF-其他	0.99%	—	+6.88%
31	FPE	Ft-preferred Secur & INC ETF	ETF-其他	0.89%	—	+10.74%
32	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.87%	—	-2.22%
33	HSBC	Hsbc Holdings Plc-spons Adr	股票-金融	0.87%	—	—
34	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.79%	—	+7.90%
35	XOM	Exxon Mobil CORP	股票-能源	0.73%	—	+0.13%
36	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.72%	—	+45.17%
37	EQC 6.5 PERP D	Equity Commonwealth	股票-其他	0.69%	—	+1.22%
38	IWD	Ishares Russell 1000 Value E	ETF-其他	0.67%	—	-1.01%
39	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.63%	—	-27.29%
40	VTV	Vanguard Value ETF	ETF-其他	0.63%	—	-9.77%
41	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.62%	—	—
42	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.61%	—	-25.95%
43	GLD	Spdr Gold Shares	ETF-避險與商品	0.55%	—	+5.23%
44	FXN	First Trust Energy Alphadex	ETF-其他	0.53%	—	+13.39%
45	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.50%	—	-2.66%
46	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.50%	—	+0.08%
47	VDC	Vanguard Consumer Staple ETF	ETF-其他	0.45%	—	—
48	SCHO	Schwab Short-term US Treas	ETF-其他	0.44%	—	—
49	VPU	Vanguard Utilities ETF	ETF-其他	0.41%	—	—
50	VZ	Verizon Communications INC	股票-通訊服務	0.41%	—	+24.45%

1–50 of 90

本季持股變動

Hochman Cole Investment Advisors, Inc. 於截至 Q2 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	IWF	Ishares Russell 1000 Growth	+0.3%	+21.86%	加碼
2	XLV	Ss Health Care Select Sector	+0.3%	+2.29%	加碼
3	XLF	Ss Financial Select Sector	+0.2%	+8.43%	加碼
4	FTSM	First Trust Enh Short Mat Fd	+0.2%	+45.17%	加碼
5	XLK	Ss Technology Select Sector	+0.2%	+4.69%	加碼
6	IBB	Ishares Biotechnology ETF	+0.1%	+8.84%	加碼
7	DDWM	Wisdomtree Dy Inter Eq Fd-us	+0.1%	+10.24%	加碼
8	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.1%	+9.13%	加碼
9	ABBV	Abbvie INC	+0.1%	-0.78%	減碼
10	FXO	First Trust Financial Alphad	+0.1%	+3.44%	加碼
11	FPE	Ft-preferred Secur & INC ETF	+0.1%	+10.74%	加碼
12	XLI	Ss Industrial Select Sector	+0.1%	+6.88%	加碼
13	HSBC	Hsbc Holdings Plc-spons Adr	+0.1%	—	不變
14	XPH	Ss Spdr S&p Pharma ETF	+0.1%	+4.51%	加碼
15	TDF	Templeton Dragon Fund, Inc.	+0.1%	+36.01%	加碼
16	ABT	Abbott Laboratories	0%	-0.73%	減碼
17	BRK-B	Berkshire Hathaway Inc-cl B	0%	+7.90%	加碼
18	FXL	First Trust Technology Alpha	0%	+2.02%	加碼
19	VZ	Verizon Communications INC	0%	+24.45%	加碼
20	SCHD	Schwab U.S. Dividend Equity ETF	0%	+3.40%	加碼
21	✓	Powershares Qqq Trust Ser 1	0%	+0.10%	加碼
22	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+1.51%	加碼
23	FCG	First Trust Natural Gas ETF	-0.1%	-12.44%	減碼
24	VB	Vanguard Small-cap ETF	-0.1%	+0.28%	加碼
25	VTV	Vanguard Value ETF	-0.1%	-9.77%	減碼
26	IYE	Ishares U.s. Energy ETF	-0.1%	-35.55%	減碼
27	DVY	Ishares Select Dividend ETF	-0.1%	-6.45%	減碼
28	UBS	UBS Group AG	-0.1%	-14.57%	減碼
29	XLP	Ss Consumer Staples Sel Sect	-0.1%	+1.60%	加碼
30	SDY	Ss Spdr S&p Dividend ETF	-0.2%	+1.24%	加碼
31	IWM	Ishares Russell 2000 ETF	-0.2%	-6.81%	減碼
32	EIPI	FT Energy Income Partners Enhanced Income ETF	-0.2%	-4.50%	減碼
33	MUB	Ishares National Muni Bond E	-0.2%	-56.28%	減碼
34	VOE	Vanguard Mid-cap Value ETF	-0.2%	-25.95%	減碼
35	IGSB	Ishares 1-5y Inv Grade CORP	-0.3%	-6.09%	減碼
36	VUG	Vanguard Growth ETF	-0.3%	-10.21%	減碼
37	IJK	Ishares S&p Mid-cap 400 Grow	-0.3%	-27.29%	減碼
38	XLE	Ss Energy Select Sector	-0.4%	-10.74%	減碼
39	SCHE	Schwab Emrg Mrkts Eqty ETF	—	NEW	新建倉
40	SCHO	Schwab Short-term US Treas	—	NEW	新建倉
41	IWV	Ishares Russell 3000 ETF	—	NEW	新建倉
42	FTXO	First Trust Nasdaq Bank ETF	—	NEW	新建倉
43	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	清倉
44	✓	Global Sources LTD	—	EXIT	清倉
45	EEM	Ishares Msci Emerging Market	—	NEW	新建倉
46	LMBS	First Trust Low Duration Opp	—	NEW	新建倉
47	✓	Powershares ETF Trust	—	EXIT	清倉
48	HON	Honeywell International INC	—	NEW	新建倉
49	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清倉
50	DXJ	Wisdomtree Japan Hedged Eq	—	NEW	新建倉