Jaffetilchin Investment Partners, LLC — Q1 2017 13F 持股

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

CIK: 0001404652

申報總市值

US$16.8億

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本季完整持股清單

僅顯示前 200 大持股（共 254 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	ITOT	Ishares Core S&p Total U.s.	ETF-其他	6.86%	-0.73%	+111.14%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	6.82%	-0.73%	-0.66%
3	PFF	Ishares Preferred & Income S	ETF-其他	4.87%	+0.16%	-20.31%
4	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投資等級公司債	4.26%	—	—
5	FDL	First Trust Morn Dvd Lead In	ETF-其他	3.94%	+0.10%	-18.69%
6	FPE	Ft-preferred Secur & INC ETF	ETF-其他	3.48%	—	-0.01%
7	FTSL	First Trust Senior Loan ETF	ETF-其他	2.66%	—	+19.00%
8	GLD	Spdr Gold Shares	ETF-避險與商品	2.16%	-0.17%	-1.04%
9	TSLA	Tesla INC	股票-循環性消費	2.14%	-0.39%	-0.07%
10	FLOT	Ishares Floating Rate Bond E	ETF-其他	2.14%	—	—
11	IXUS	Ishares Core Intl Stock ETF	ETF-其他	1.95%	—	+3346.59%
12	URNM	Sprott Uranium Miners ETF	ETF-其他	1.73%	—	-0.06%
13	AIVL	Wisdomtree US Ai Enhanced Va	ETF-其他	1.70%	—	+0.80%
14	AAPL	Apple INC	股票-科技	1.58%	-0.42%	+2.00%
15	EMLP	First Trust North American E	ETF-其他	1.40%	+0.24%	+50.43%
16	OPK	Opko Health INC	股票-其他	1.33%	—	+42.44%
17	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.33%	—	—
18	VO	Vanguard Mid-cap ETF	ETF-其他	1.24%	—	+196.51%
19	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.24%	—	+611.87%
20	IWB	Ishares Russell 1000 ETF	ETF-其他	1.23%	—	-31.55%
21	DSL	Doubleline Income Solutions	股票-其他	1.21%	—	+1.16%
22	XLI	Ss Industrial Select Sector	ETF-其他	1.17%	—	-14.98%
23	XLB	Ss Materials Select Sector	ETF-其他	1.16%	—	-12.36%
24	XLE	Ss Energy Select Sector	ETF-其他	1.13%	+0.11%	-8.47%
25	META	Meta Platforms Inc-class A	股票-通訊服務	0.95%	-0.13%	+0.10%
26	IWF	Ishares Russell 1000 Growth	ETF-其他	0.94%	—	—
27	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.92%	+0.34%	—
28	ARCC	Ares Capital CORP	股票-金融	0.90%	—	+2.19%
29	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.84%	—	+102.91%
30	KBE	Ss Spdr S&p Bank ETF	ETF-其他	0.84%	—	-6.23%
31	IWD	Ishares Russell 1000 Value E	ETF-其他	0.83%	—	—
32	HDV	Ishares Core High Dividend E	ETF-其他	0.81%	—	+43.98%
33	SMHC	VanEck China Semiconductor ETF	ETF-新興市場	0.66%	—	—
34	ITB	Ishares U.s. Home Constructi	ETF-其他	0.63%	—	-1.52%
35	GLV	Clough Global Dividend & INC	股票-其他	0.60%	—	-15.84%
36	✓	Guggenheim S&p 500 Pure Growth	股票-其他	0.57%	—	+0.19%
37	NTES	Netease Inc-adr	股票-通訊服務	0.50%	—	-2.29%
38	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.47%	—	-75.68%
39	ANETEUR	Arista Networks INC	股票-其他	0.45%	—	-8.45%
40	1JFD	Pimco Dynamic Credit And Mor	股票-其他	0.43%	—	+2.37%
41	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.41%	—	-20.18%
42	LEA	Lear CORP	股票-循環性消費	0.41%	—	+0.02%
43	EFA	Ishares Msci Eafe ETF	ETF-其他	0.40%	—	—
44	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.40%	—	+256.40%
45	SUB	Ishares Short-term National	ETF-其他	0.35%	—	—
46	SMHC	VanEck China Semiconductor ETF	ETF-新興市場	0.35%	—	+1.73%
47	PKG	Packaging CORP Of America	股票-循環性消費	0.34%	—	+6.78%
48	DPG	Duff & Phelps Utility & INC	股票-其他	0.33%	—	+2.14%
49	BTZ	Blackrock Credit Allocation	股票-其他	0.33%	—	+1.62%
50	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.32%	—	—

1–50 of 200

本季持股變動

Jaffetilchin Investment Partners, 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	ITOT	Ishares Core S&p Total U.s.	+3.3%	+111.14%	加碼
2	IXUS	Ishares Core Intl Stock ETF	+1.9%	+3346.59%	加碼
3	IJR	Ishares Core S&p Small-cap E	+0.8%	+611.87%	加碼
4	VO	Vanguard Mid-cap ETF	+0.8%	+196.51%	加碼
5	IVV	Ishares Core S&p 500 ETF	+0.4%	+102.91%	加碼
6	EMLP	First Trust North American E	+0.3%	+50.43%	加碼
7	VIG	Vanguard Dividend Apprec ETF	+0.3%	+256.40%	加碼
8	TSLA	Tesla INC	+0.2%	-0.07%	減碼
9	HDV	Ishares Core High Dividend E	+0.2%	+43.98%	加碼
10	AAPL	Apple INC	+0.1%	+2.00%	加碼
11	OPK	Opko Health INC	+0.1%	+42.44%	加碼
12	META	Meta Platforms Inc-class A	+0.1%	+0.10%	加碼
13	FTSL	First Trust Senior Loan ETF	0%	+19.00%	加碼
14	URNM	Sprott Uranium Miners ETF	-0.1%	-0.06%	減碼
15	GLD	Spdr Gold Shares	-0.2%	-1.04%	減碼
16	EMB	Ishares Jp Morgan Usd Emergi	-0.2%	-54.82%	減碼
17	FYT	First Trust Small Cap Val	-0.3%	-67.64%	減碼
18	XLI	Ss Industrial Select Sector	-0.4%	-14.98%	減碼
19	XLE	Ss Energy Select Sector	-0.4%	-8.47%	減碼
20	IWB	Ishares Russell 1000 ETF	-0.8%	-31.55%	減碼
21	VTI	Vanguard Total Stock Mkt ETF	-0.8%	-0.66%	減碼
22	SHY	Ishares 1-3 Year Treasury Bo	-1.2%	-88.94%	減碼
23	FDL	First Trust Morn Dvd Lead In	-1.5%	-18.69%	減碼
24	IGSB	Ishares 1-5y Inv Grade CORP	-1.8%	-75.68%	減碼
25	PFF	Ishares Preferred & Income S	-2%	-20.31%	減碼
26	FTC	First Trust Large Cap Growth	-5.4%	-97.81%	減碼
27	SHYG	Ishares 0-5 Yr Hy CORP Bond	—	NEW	新建倉
28	FLOT	Ishares Floating Rate Bond E	—	NEW	新建倉
29	IJH	Ishares Core S&p Midcap ETF	—	NEW	新建倉
30	DXJ	Wisdomtree Japan Hedged Eq	—	EXIT	清倉
31	IWF	Ishares Russell 1000 Growth	—	NEW	新建倉
32	IEMG	Ishares Core Msci Emerging	—	NEW	新建倉
33	IWD	Ishares Russell 1000 Value E	—	NEW	新建倉
34	SMHC	VanEck China Semiconductor ETF	—	NEW	新建倉
35	EFA	Ishares Msci Eafe ETF	—	NEW	新建倉
36	SUB	Ishares Short-term National	—	NEW	新建倉
37	IVW	Ishares S&p 500 Growth ETF	—	NEW	新建倉
38	MTUM	Ishares Msci USA Momentum Fa	—	NEW	新建倉
39	RMT	Royce Micro-cap Trust INC	—	NEW	新建倉
40	LLY	Eli Lilly & Co	—	NEW	新建倉
41	HEFA	Isha Curr Hedged Msci Eafe	—	NEW	新建倉
42	CLRUSD	Continental Resources Inc/ok	—	EXIT	清倉
43	MSCI	Msci INC	—	EXIT	清倉
44	CC	Chemours Co/the	—	EXIT	清倉
45	✓	Powershares S&p Smallcap Low	—	NEW	新建倉
46	✓	Powershares Exchange	—	NEW	新建倉
47	EMR	Emerson Electric Co	—	NEW	新建倉
48	FDD	First Trust Stoxx Europe	—	NEW	新建倉
49	IEF	Ishares 7-10 Year Treasury B	—	EXIT	清倉
50	ORLY	O'reilly Automotive INC	—	EXIT	清倉