Hochman Cole Investment Advisors, Inc. — Q4 2019 13F 持股

Name: Hochman Cole Investment Advisors, Inc. — 13F Holdings, Q4 2019
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	7.15%	—	-0.80%
2	XLK	Ss Technology Select Sector	ETF-科技型	6.93%	—	-4.97%
3	FXL	First Trust Technology Alpha	ETF-科技型	6.79%	—	-4.80%
4	ICSH	Ishares Ultra Short Duration	ETF-其他	5.71%	—	+316.21%
5	XLP	Ss Consumer Staples Sel Sect	ETF-其他	4.27%	—	-2.21%
6	FXO	First Trust Financial Alphad	ETF-其他	3.44%	—	-4.86%
7	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	3.30%	—	+2.18%
8	VB	Vanguard Small-cap ETF	ETF-其他	2.79%	—	-5.28%
9	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.59%	—	-1.38%
10	XLF	Ss Financial Select Sector	ETF-其他	2.44%	—	-0.85%
11	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	2.39%	—	-0.85%
12	PFFD	Global X US Preferred ETF	ETF-其他	2.11%	—	—
13	VV	Vanguard Large-cap ETF	ETF-其他	1.90%	—	-2.07%
14	ABBV	Abbvie INC	股票-醫療保健	1.86%	—	-0.75%
15	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	1.81%	—	+1.80%
16	IWB	Ishares Russell 1000 ETF	ETF-其他	1.79%	—	-3.56%
17	IWF	Ishares Russell 1000 Growth	ETF-其他	1.73%	—	-1.79%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.68%	—	-3.20%
19	VUG	Vanguard Growth ETF	ETF-其他	1.51%	—	-1.86%
20	AAPL	Apple INC	股票-科技	1.47%	—	-15.66%
21	XPH	Ss Spdr S&p Pharma ETF	ETF-其他	1.46%	—	-12.05%
22	ABT	Abbott Laboratories	股票-醫療保健	1.41%	—	-0.12%
23	IBB	Ishares Biotechnology ETF	ETF-科技型	1.32%	—	+4.40%
24	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.23%	—	-0.07%
25	VO	Vanguard Mid-cap ETF	ETF-其他	1.14%	—	-4.89%
26	PFF	Ishares Preferred & Income S	ETF-其他	0.99%	—	-2.97%
27	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.92%	—	-11.05%
28	XLI	Ss Industrial Select Sector	ETF-其他	0.84%	—	-1.67%
29	SCHF	Schwab Intl Equity ETF	ETF-其他	0.80%	—	-1.38%
30	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.76%	—	-8.71%
31	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.75%	—	-15.18%
32	XLE	Ss Energy Select Sector	ETF-其他	0.74%	—	-5.61%
33	MOAT	Vaneck Morningstar Wide Moat	ETF-其他	0.74%	—	+40.90%
34	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.73%	—	-11.74%
35	JPST	Jpmorgan Ultra-short Income	ETF-其他	0.71%	—	—
36	DDWM	Wisdomtree Dy Inter Eq Fd-us	ETF-其他	0.68%	—	+14.80%
37	CFO	Victoryshares US 500 Enhance	ETF-其他	0.66%	—	+0.87%
38	DVY	Ishares Select Dividend ETF	ETF-其他	0.64%	—	-8.35%
39	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.63%	—	—
40	FMB	First Trust Managed Municipa	ETF-其他	0.58%	—	+21.18%
41	HSBC	Hsbc Holdings Plc-spons Adr	股票-金融	0.56%	—	-3.07%
42	VTV	Vanguard Value ETF	ETF-其他	0.55%	—	-2.37%
43	FNDB	Schwab Fndmntl US Brd Mr ETF	ETF-其他	0.54%	—	+0.11%
44	TDF	Templeton Dragon Fund, Inc.	股票-其他	0.53%	—	+7.19%
45	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.51%	—	-1.57%
46	VZ	Verizon Communications INC	股票-通訊服務	0.50%	—	+25.93%
47	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.48%	—	-6.34%
48	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.47%	—	-3.39%
49	PTLC	Pacer Trendpilot US Large Ca	ETF-其他	0.46%	—	-2.53%
50	MLPAUSD	Global X Mlp ETF	ETF-其他	0.45%	—	+100.47%

1–50 of 111

本季持股變動

Hochman Cole Investment Advisors, Inc. 於截至 Q4 2019 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	ICSH	Ishares Ultra Short Duration	+4.1%	+316.21%	加碼
2	MOAT	Vaneck Morningstar Wide Moat	+0.2%	+40.90%	加碼
3	MLPAUSD	Global X Mlp ETF	+0.2%	+100.47%	加碼
4	IBB	Ishares Biotechnology ETF	+0.1%	+4.40%	加碼
5	VZ	Verizon Communications INC	+0.1%	+25.93%	加碼
6	DDWM	Wisdomtree Dy Inter Eq Fd-us	0%	+14.80%	加碼
7	FMB	First Trust Managed Municipa	0%	+21.18%	加碼
8	TPYP	Tortoise North American Pipeline Fund	0%	+39.59%	加碼
9	ABBV	Abbvie INC	0%	-0.75%	減碼
10	FBT	First Trust Nyse Arca Biotec	0%	—	不變
11	XLY	Ss Consumer Disc Select Sect	0%	+13.24%	加碼
12	RSPH	Invesco S&p 500 Equal Weight	—	+1.94%	加碼
13	XPH	Ss Spdr S&p Pharma ETF	0%	-12.05%	減碼
14	FNDB	Schwab Fndmntl US Brd Mr ETF	0%	+0.11%	加碼
15	TDF	Templeton Dragon Fund, Inc.	0%	+7.19%	加碼
16	AAPL	Apple INC	-0.1%	-15.66%	減碼
17	IWM	Ishares Russell 2000 ETF	-0.1%	-0.07%	減碼
18	CFO	Victoryshares US 500 Enhance	-0.1%	+0.87%	加碼
19	SCHX	Schwab US Large-cap ETF	-0.1%	-23.79%	減碼
20	FEM	First Trust Emerging Markets	-0.1%	-29.73%	減碼
21	QQQ	Invesco Qqq Trust Series 1	-0.1%	-1.38%	減碼
22	VUG	Vanguard Growth ETF	-0.1%	-1.86%	減碼
23	IWF	Ishares Russell 1000 Growth	-0.1%	-1.79%	減碼
24	GSLC	Goldman Activebeta US Lc ETF	-0.1%	-19.49%	減碼
25	XLF	Ss Financial Select Sector	-0.1%	-0.85%	減碼
26	VV	Vanguard Large-cap ETF	-0.2%	-2.07%	減碼
27	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-3.20%	減碼
28	ABT	Abbott Laboratories	-0.2%	-0.12%	減碼
29	XLV	Ss Health Care Select Sector	-0.2%	-0.80%	減碼
30	VOT	Vanguard Mid-cap Growth ETF	-0.2%	-11.74%	減碼
31	IWB	Ishares Russell 1000 ETF	-0.2%	-3.56%	減碼
32	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-15.18%	減碼
33	RSP	Invesco S&p 500 Equal Weight	-0.2%	-0.85%	減碼
34	FTSM	First Trust Enh Short Mat Fd	-0.2%	-8.71%	減碼
35	SDY	Ss Spdr S&p Dividend ETF	-0.2%	+2.18%	加碼
36	VB	Vanguard Small-cap ETF	-0.4%	-5.28%	減碼
37	XLK	Ss Technology Select Sector	-0.4%	-4.97%	減碼
38	FXL	First Trust Technology Alpha	-0.6%	-4.80%	減碼
39	PFFD	Global X US Preferred ETF	—	NEW	新建倉
40	JPST	Jpmorgan Ultra-short Income	—	NEW	新建倉
41	AMZN	Amazon.com INC	—	NEW	新建倉
42	XBXMX	Nuveen S&p 500 Buy-wr INC	—	NEW	新建倉
43	IFN	Aberdeen India Fund INC	—	NEW	新建倉
44	XLC	Ss Comm Select Sector Spdr	—	NEW	新建倉
45	SUB	Ishares Short-term National	—	EXIT	清倉
46	MLPXUSD	Global X Mlp & Energy Infras	—	EXIT	清倉
47	SCHO	Schwab Short-term US Treas	—	EXIT	清倉
48	SCHA	Schwab US Small-cap ETF	—	NEW	新建倉
49	NUW	Nuveen Amt-free Muni Val	—	EXIT	清倉
50	AMLPUSD	Alerian Mlp ETF	—	EXIT	清倉