Lyons Wealth Management, LLC. — Q4 2013 13F 持股

Name: Lyons Wealth Management, LLC. — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001526528

申報總市值

US$3415.8萬

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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	UPS	United Parcel Service-cl B	股票-工業	29.78%	-0.48%	-3.47%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	10.20%	—	—
3	IJH	Ishares Core S&p Midcap ETF	ETF-其他	10.17%	—	+3201.55%
4	AAPL	Apple INC	股票-科技	7.19%	+12.25%	+271.29%
5	SSO	Proshares Ultra S&p500	ETF-其他	5.98%	—	—
6	MVV	Proshares Ultra Midcap400	ETF-其他	5.88%	—	—
7	MSFT	Microsoft CORP	股票-科技	4.02%	+1.19%	+13.75%
8	QCOM	Qualcomm INC	股票-科技	3.01%	—	+0.46%
9	OXY	Occidental Petroleum CORP	股票-能源	1.44%	-0.20%	-6.45%
10	XOM	Exxon Mobil CORP	股票-能源	1.33%	+0.24%	—
11	NTAP	Netapp INC	股票-科技	1.12%	—	—
12	BAC	Bank Of America CORP	股票-金融	0.93%	—	-0.70%
13	MO	Altria Group INC	股票-非循環性消費	0.80%	—	+192.90%
14	✓		股票-其他	0.73%	—	+27.23%
15	MPC	Marathon Petroleum CORP	股票-能源	0.66%	—	+74.18%
16	WDC	Western Digital CORP	股票-科技	0.61%	—	—
17	PFE	Pfizer INC	股票-醫療保健	0.60%	—	—
18	XLE	Ss Energy Select Sector	ETF-其他	0.59%	-1.28%	EXIT
19	LLY	Eli Lilly & Co	股票-醫療保健	0.58%	—	+23.72%
20	NOC	Northrop Grumman CORP	股票-工業	0.56%	—	+22.62%
21	HFCUSD	Hollyfrontier CORP	股票-其他	0.56%	—	+47.71%
22	ABBV	Abbvie INC	股票-醫療保健	0.56%	—	+92.55%
23	RTN1USD	Raytheon Company	股票-其他	0.56%	—	+21.78%
24	ENR	Energizer Holdings, Inc.	股票-其他	0.55%	—	+75.70%
25	OMC	Omnicom Group	股票-通訊服務	0.55%	—	+39.83%
26	✓		股票-其他	0.55%	—	+33.10%
27	HAS	Hasbro INC	股票-循環性消費	0.54%	—	—
28	ROK	Rockwell Automation INC	股票-工業	0.53%	—	+16.33%
29	✓	Lorillard INC	股票-其他	0.53%	—	+38.19%
30	✓		股票-其他	0.53%	—	+53.91%
31	IBM	Intl Business Machines CORP	股票-科技	0.53%	—	-14.87%
32	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.52%	—	—
33	HRB	H&r Block INC	股票-循環性消費	0.51%	—	—
34	TPR	Tapestry, Inc.	股票-循環性消費	0.51%	—	+52.69%
35	GPC	Genuine Parts Co	股票-循環性消費	0.51%	—	—
36	GIS	General Mills INC	股票-非循環性消費	0.49%	—	—
37	MXIM	Maxim Integrated Products	股票-其他	0.46%	—	+58.61%
38	COR	Cencora INC	股票-醫療保健	0.41%	—	—
39	VZ	Verizon Communications INC	股票-通訊服務	0.39%	—	-36.73%
40	ET	Energy Transfer LP	股票-能源	0.38%	—	+9.71%
41	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.34%	—	-1.28%
42	PFN	Pimco Income Strategy Fd Ii	股票-其他	0.34%	—	-1.29%
43	WM	Waste Management INC	股票-工業	0.32%	—	-4.02%
44	✓	Arena Pharmeceuticals INC	股票-其他	0.31%	—	—
45	SUNEQUSD	Sunedison INC	股票-其他	0.26%	—	—
46	IWN	Ishares Russell 2000 Value E	ETF-中小型股	0.26%	—	—
47	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.26%	+0.21%	-98.24%
48	FXI	Ishares China Large-cap ETF	ETF-新興市場	0.24%	—	—
49	✓	Linn Energy LLC	股票-其他	0.24%	—	—
50	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	0.22%	-1.12%	-54.13%

1–50 of 57

本季持股變動

Lyons Wealth Management, LLC. 於截至 Q4 2013 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	IJH	Ishares Core S&p Midcap ETF	+9.9%	+3201.55%	加碼
2	UPS	United Parcel Service-cl B	+4.3%	-3.47%	減碼
3	MSFT	Microsoft CORP	+1%	+13.75%	加碼
4	MO	Altria Group INC	+0.6%	+192.90%	加碼
5	MPC	Marathon Petroleum CORP	+0.4%	+74.18%	加碼
6	QCOM	Qualcomm INC	+0.4%	+0.46%	加碼
7	ENR	Energizer Holdings, Inc.	+0.3%	+75.70%	加碼
8	HFCUSD	Hollyfrontier CORP	+0.3%	+47.71%	加碼
9	XOM	Exxon Mobil CORP	+0.2%	—	不變
10	✓		+0.2%	+53.91%	加碼
11	OMC	Omnicom Group	+0.2%	+39.83%	加碼
12	✓		+0.2%	+27.23%	加碼
13	✓	Lorillard INC	+0.2%	+38.19%	加碼
14	AAPL	Apple INC	-0.1%	+271.29%	加碼
15	VZ	Verizon Communications INC	-0.2%	-36.73%	減碼
16	SHY	Ishares 1-3 Year Treasury Bo	-0.3%	-54.13%	減碼
17	IWM	Ishares Russell 2000 ETF	-10.8%	-98.24%	減碼
18	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	清倉
19	IVV	Ishares Core S&p 500 ETF	—	NEW	新建倉
20	UWM	Proshares Ultra Russell2000	—	EXIT	清倉
21	SSO	Proshares Ultra S&p500	—	NEW	新建倉
22	MVV	Proshares Ultra Midcap400	—	NEW	新建倉
23	SPXC	SPX Technologies, Inc.	—	EXIT	清倉
24	UST	Proshares Ultra 7-10 Year Tr	—	EXIT	清倉
25	JNJ	Johnson & Johnson	—	EXIT	清倉
26	WDC	Western Digital CORP	—	NEW	新建倉
27	PFE	Pfizer INC	—	NEW	新建倉
28	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
29	HAS	Hasbro INC	—	NEW	新建倉
30	IVW	Ishares S&p 500 Growth ETF	—	NEW	新建倉
31	HRB	H&r Block INC	—	NEW	新建倉
32	GPC	Genuine Parts Co	—	NEW	新建倉
33	GIS	General Mills INC	—	NEW	新建倉
34	PII	Polaris INC	—	EXIT	清倉
35	ABT	Abbott Laboratories	—	EXIT	清倉
36	EMR	Emerson Electric Co	—	EXIT	清倉
37	GLD	Spdr Gold Shares	—	EXIT	清倉
38	KLAC	Kla CORP	—	EXIT	清倉
39	KHC	The Kraft Heinz Company	—	EXIT	清倉
40	PPG	Ppg Industries INC	—	EXIT	清倉
41	DGX	Quest Diagnostics INC	—	EXIT	清倉
42	✓	Spdr Bloomberg 1 3 Mnth T Bll ETF	—	EXIT	清倉
43	T	At&t INC	—	EXIT	清倉
44	HPE	Hewlett-Packard Company	—	EXIT	清倉
45	IWN	Ishares Russell 2000 Value E	—	NEW	新建倉
46	FXI	Ishares China Large-cap ETF	—	NEW	新建倉
47	✓	Linn Energy LLC	—	NEW	新建倉
48	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	—	EXIT	清倉
49	BP	Bp Plc-spons Adr	—	EXIT	清倉
50	MCD	Mcdonald's CORP	—	EXIT	清倉