Peachtree Investment Advisors, Inc. — Q1 2014 13F 持股

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001598381

申報總市值

US$1.3億

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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	EFV	Ishares Msci Eafe Value ETF	ETF-其他	11.61%	—	+0.15%
2	XOM	Exxon Mobil CORP	股票-能源	4.87%	-0.02%	-0.43%
3	BBTUSD	Bb&t CORP	股票-其他	3.25%	—	—
4	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	3.17%	—	-1.09%
5	✓	Proshares	股票-其他	2.89%	—	—
6	EFA	Ishares Msci Eafe ETF	ETF-其他	2.34%	—	-10.89%
7	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.22%	-0.39%	EXIT
8	TSLA	Tesla INC	股票-循環性消費	2.13%	—	-40.00%
9	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	2.03%	—	+0.54%
10	HDV	Ishares Core High Dividend E	ETF-其他	1.97%	—	-7.92%
11	NZF	Nuveen Municipal Credit INC	股票-其他	1.94%	—	+0.87%
12	EWQ	Ishares Msci France ETF	ETF-其他	1.93%	—	-3.59%
13	TTEN	Totalenergies Se -spon Adr	股票-其他	1.77%	—	-1.08%
14	RF	Regions Financial CORP	股票-金融	1.71%	-0.21%	-3.08%
15	T	At&t INC	股票-通訊服務	1.68%	-0.04%	-0.80%
16	AAPL	Apple INC	股票-科技	1.47%	-0.89%	—
17	WIW	Western Asst Infl-lnk Opp	股票-其他	1.39%	—	-6.13%
18	PMO	Putnam Municipal Oppor	股票-其他	1.38%	—	+0.63%
19	BAC	Bank Of America CORP	股票-金融	1.33%	+0.32%	NEW
20	JNJ	Johnson & Johnson	股票-醫療保健	1.27%	—	-35.25%
21	KO	Coca-cola Co/the	股票-非循環性消費	1.25%	—	-2.06%
22	MSFT	Microsoft CORP	股票-科技	1.07%	+0.03%	-38.27%
23	EWL	Ishares Msci Switzerland ETF	ETF-其他	1.05%	—	-7.45%
24	AANUSD	Aaron's INC	股票-其他	1.02%	—	-2.86%
25	INTC	Intel CORP	股票-科技	1.02%	—	+1.48%
26	POST	Post Holdings, Inc.	股票-非循環性消費	0.98%	—	+0.70%
27	HD	Home Depot INC	股票-循環性消費	0.91%	-0.13%	+0.14%
28	DVY	Ishares Select Dividend ETF	ETF-其他	0.89%	—	-1.66%
29	WFC	Wells Fargo & Co	股票-金融	0.78%	—	+0.30%
30	PG	Procter & Gamble Co/the	股票-非循環性消費	0.78%	+0.49%	-4.40%
31	NVS	Novartis Ag-sponsored Adr	股票-醫療保健	0.75%	—	+1.08%
32	BP	Bp Plc-spons Adr	股票-能源	0.74%	—	-0.37%
33	PM	Philip Morris International	股票-非循環性消費	0.73%	-0.04%	-2.23%
34	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.73%	—	+0.59%
35	SCI	Service CORP International	股票-循環性消費	0.72%	—	+0.72%
36	ABBNY	Abb Ltd-spon Adr	股票-工業	0.71%	-0.01%	+4.52%
37	SNY	Sanofi-adr	股票-醫療保健	0.71%	—	—
38	XWIAX	Western Asset Infl-link Sec	股票-其他	0.70%	—	+8.39%
39	✓		股票-其他	0.70%	—	—
40	EQR	Equity Residential	股票-房地產	0.68%	—	+1.22%
41	BOND	Pimco Active Bond Exchange-t	ETF-其他	0.65%	—	+6.21%
42	COP	Conocophillips	股票-能源	0.64%	—	-5.03%
43	QCOM	Qualcomm INC	股票-科技	0.64%	—	+6.49%
44	ITW	Illinois Tool Works	股票-工業	0.62%	—	+3.20%
45	IYY	Ishares Dow Jones U.s. ETF	ETF-其他	0.62%	—	—
46	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.61%	-0.66%	—
47	✓		股票-其他	0.61%	—	+0.22%
48	LOW	Lowe's Cos INC	股票-循環性消費	0.58%	-0.09%	+4.44%
49	VZ	Verizon Communications INC	股票-通訊服務	0.58%	+0.25%	+9.64%
50	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.55%	—	-16.13%

1–50 of 132

本季持股變動

Peachtree Investment Advisors, Inc. 於截至 Q1 2014 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	BAC	Bank Of America CORP	+0.8%	+112.36%	加碼
2	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.2%	-1.09%	減碼
3	BBTUSD	Bb&t CORP	+0.2%	—	不變
4	TLT	Ishares 20+ Year Treasury Bd	+0.1%	+0.54%	加碼
5	XEVVX	Eaton Vance LTD Durat INC	+0.1%	+107.04%	加碼
6	RF	Regions Financial CORP	+0.1%	-3.08%	減碼
7	NZF	Nuveen Municipal Credit INC	+0.1%	+0.87%	加碼
8	✓		+0.1%	—	不變
9	TTEN	Totalenergies Se -spon Adr	+0.1%	-1.08%	減碼
10	EFV	Ishares Msci Eafe Value ETF	+0.1%	+0.15%	加碼
11	PMO	Putnam Municipal Oppor	+0.1%	+0.63%	加碼
12	POST	Post Holdings, Inc.	+0.1%	+0.70%	加碼
13	CNQ	Canadian Natural Resources	+0.1%	+10.05%	加碼
14	EQR	Equity Residential	+0.1%	+1.22%	加碼
15	QCOM	Qualcomm INC	+0.1%	+6.49%	加碼
16	WFC	Wells Fargo & Co	+0.1%	+0.30%	加碼
17	SCI	Service CORP International	+0.1%	+0.72%	加碼
18	XWIAX	Western Asset Infl-link Sec	+0.1%	+8.39%	加碼
19	ORANY	Orange-spon Adr	+0.1%	-2.95%	減碼
20	LLY	Eli Lilly & Co	+0.1%	—	不變
21	DOW	Dow Chem Co	+0.1%	+29.69%	加碼
22	PPT	Putnam Premier Income Trust	+0.1%	+60.00%	加碼
23	SDRL	Seadrill Limited	-0.1%	—	不變
24	AAPL	Apple INC	-0.1%	—	不變
25	PM	Philip Morris International	-0.1%	-2.23%	減碼
26	✓	Proshares	-0.1%	—	不變
27	KO	Coca-cola Co/the	-0.1%	-2.06%	減碼
28	IGSB	Ishares 1-5y Inv Grade CORP	-0.1%	-16.13%	減碼
29	AGG	Ishares Core U.s. Aggregate	-0.1%	-6.63%	減碼
30	HDV	Ishares Core High Dividend E	-0.1%	-7.92%	減碼
31	SO	Southern Co/the	-0.1%	-27.53%	減碼
32	FIS	Fidelity National Info Serv	-0.2%	-37.22%	減碼
33	XOM	Exxon Mobil CORP	-0.2%	-0.43%	減碼
34	EFA	Ishares Msci Eafe ETF	-0.3%	-10.89%	減碼
35	EFX	Equifax INC	-0.4%	-41.46%	減碼
36	TSLA	Tesla INC	-0.4%	-40.00%	減碼
37	MSFT	Microsoft CORP	-0.5%	-38.27%	減碼
38	JNJ	Johnson & Johnson	-0.6%	-35.25%	減碼
39	✓	Earthlink INC	—	NEW	新建倉
40	✓	Arris Group INC	—	EXIT	清倉
41	TEVA	Teva Pharmaceutical-sp Adr	—	NEW	新建倉
42	DVN	Devon Energy CORP	—	NEW	新建倉
43	RTN1USD	Raytheon Company	—	NEW	新建倉
44	✓		—	NEW	新建倉
45	NOC	Northrop Grumman CORP	—	NEW	新建倉
46	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	—	EXIT	清倉
47	ADP	Automatic Data Processing	—	EXIT	清倉
48	✓	Lender Processing Svcs INC Com	—	EXIT	清倉
49	✓	Babson Cap Glb Sht Durhgh Yl	—	NEW	新建倉
50	LXPUSD	Lxp Industrial Trust	—	EXIT	清倉