Peachtree Investment Advisors, Inc. — Q2 2014 13F 持股

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q2 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	11.68%	—	+0.94%
2	XOM	Exxon Mobil CORP	股票-能源	4.64%	-0.02%	-5.67%
3	✓	Proshares	股票-其他	3.66%	—	+33.15%
4	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	3.18%	—	-4.04%
5	BBTUSD	Bb&t CORP	股票-其他	3.17%	—	+1.26%
6	EFA	Ishares Msci Eafe ETF	ETF-其他	2.27%	—	-2.55%
7	HDV	Ishares Core High Dividend E	ETF-其他	2.12%	—	+4.35%
8	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	2.09%	—	+0.76%
9	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.01%	-0.39%	EXIT
10	NZF	Nuveen Municipal Credit INC	股票-其他	1.96%	—	-1.14%
11	TTEN	Totalenergies Se -spon Adr	股票-其他	1.90%	—	—
12	EWQ	Ishares Msci France ETF	ETF-其他	1.90%	—	+0.44%
13	AAPL	Apple INC	股票-科技	1.72%	-0.89%	+588.68%
14	T	At&t INC	股票-通訊服務	1.66%	-0.04%	-0.46%
15	KO	Coca-cola Co/the	股票-非循環性消費	1.63%	—	+21.69%
16	RF	Regions Financial CORP	股票-金融	1.59%	-0.21%	-0.62%
17	PMO	Putnam Municipal Oppor	股票-其他	1.42%	—	+0.95%
18	JNJ	Johnson & Johnson	股票-醫療保健	1.33%	—	+0.18%
19	BAC	Bank Of America CORP	股票-金融	1.21%	+0.32%	NEW
20	TSLA	Tesla INC	股票-循環性消費	1.20%	—	-50.00%
21	INTC	Intel CORP	股票-科技	1.17%	—	-1.49%
22	WIW	Western Asst Infl-lnk Opp	股票-其他	1.15%	—	-20.51%
23	EWL	Ishares Msci Switzerland ETF	ETF-其他	1.07%	—	+4.34%
24	POST	Post Holdings, Inc.	股票-非循環性消費	1.05%	—	+0.73%
25	MSFT	Microsoft CORP	股票-科技	1.05%	+0.03%	-1.57%
26	HD	Home Depot INC	股票-循環性消費	0.92%	-0.13%	+1.03%
27	DVY	Ishares Select Dividend ETF	ETF-其他	0.87%	—	-5.31%
28	BP	Bp Plc-spons Adr	股票-能源	0.79%	—	—
29	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.78%	—	+7.35%
30	SNY	Sanofi-adr	股票-醫療保健	0.78%	—	+10.56%
31	PG	Procter & Gamble Co/the	股票-非循環性消費	0.76%	+0.49%	+2.62%
32	SCI	Service CORP International	股票-循環性消費	0.74%	—	—
33	EQR	Equity Residential	股票-房地產	0.72%	—	+0.86%
34	COP	Conocophillips	股票-能源	0.72%	—	-5.91%
35	BOND	Pimco Active Bond Exchange-t	ETF-其他	0.72%	—	+9.58%
36	NVS	Novartis Ag-sponsored Adr	股票-醫療保健	0.71%	—	-8.15%
37	WFC	Wells Fargo & Co	股票-金融	0.71%	—	-11.89%
38	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.71%	—	+31.61%
39	XWIAX	Western Asset Infl-link Sec	股票-其他	0.71%	—	-1.96%
40	PM	Philip Morris International	股票-非循環性消費	0.67%	-0.04%	-10.12%
41	GPC	Genuine Parts Co	股票-循環性消費	0.65%	—	+63.31%
42	IYY	Ishares Dow Jones U.s. ETF	ETF-其他	0.63%	—	+0.40%
43	ABBNY	Abb Ltd-spon Adr	股票-工業	0.63%	-0.01%	+0.56%
44	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.61%	-0.66%	-2.81%
45	QCOM	Qualcomm INC	股票-科技	0.61%	—	-2.52%
46	ITW	Illinois Tool Works	股票-工業	0.61%	—	-7.41%
47	✓		股票-其他	0.60%	—	+0.43%
48	VZ	Verizon Communications INC	股票-通訊服務	0.57%	+0.25%	-1.96%
49	CVX	Chevron CORP	股票-能源	0.57%	—	+2.72%
50	LOW	Lowe's Cos INC	股票-循環性消費	0.57%	-0.09%	+2.11%

1–50 of 133

本季持股變動

Peachtree Investment Advisors, Inc. 於截至 Q2 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	✓	Proshares	+0.8%	+33.15%	加碼
2	KO	Coca-cola Co/the	+0.4%	+21.69%	加碼
3	AAPL	Apple INC	+0.3%	+588.68%	加碼
4	GPC	Genuine Parts Co	+0.3%	+63.31%	加碼
5	IGSB	Ishares 1-5y Inv Grade CORP	+0.2%	+31.61%	加碼
6	HDV	Ishares Core High Dividend E	+0.2%	+4.35%	加碼
7	INTC	Intel CORP	+0.2%	-1.49%	減碼
8	TTEN	Totalenergies Se -spon Adr	+0.1%	—	不變
9	TLT	iShares 20+ Year Treasury Bond ETF	+0.1%	+56.67%	加碼
10	✓	Protective Life CORP Com	+0.1%	—	不變
11	COP	Conocophillips	+0.1%	-5.91%	減碼
12	EFV	Ishares Msci Eafe Value ETF	+0.1%	+0.94%	加碼
13	POST	Post Holdings, Inc.	+0.1%	+0.73%	加碼
14	SNY	Sanofi-adr	+0.1%	+10.56%	加碼
15	BOND	Pimco Active Bond Exchange-t	+0.1%	+9.58%	加碼
16	TLT	Ishares 20+ Year Treasury Bd	+0.1%	+0.76%	加碼
17	JNJ	Johnson & Johnson	+0.1%	+0.18%	加碼
18	BP	Bp Plc-spons Adr	+0.1%	—	不變
19	DIA	Ss Spdr Dow Jones Indus Avg	+0.1%	+7.35%	加碼
20	CVX	Chevron CORP	+0.1%	+2.72%	加碼
21	APC3EUR	Anadarko Petroleum CORP	+0.1%	—	不變
22	META	Meta Platforms Inc-class A	+0.1%	+3.30%	加碼
23	EQR	Equity Residential	0%	+0.86%	加碼
24	PMO	Putnam Municipal Oppor	0%	+0.95%	加碼
25	NZF	Nuveen Municipal Credit INC	0%	-1.14%	減碼
26	XLU	St Sr Utl Sl Se Spdr Etf-usd	0%	-4.04%	減碼
27	ABBNY	Abb Ltd-spon Adr	-0.1%	+0.56%	加碼
28	✓	Petsmart INC	-0.1%	-4.00%	減碼
29	BAC	Bank Of America CORP	-0.1%	+4.41%	加碼
30	RF	Regions Financial CORP	-0.1%	-0.62%	減碼
31	AGG	Ishares Core U.s. Aggregate	-0.2%	-8.70%	減碼
32	XOM	Exxon Mobil CORP	-0.2%	-5.67%	減碼
33	WIW	Western Asst Infl-lnk Opp	-0.2%	-20.51%	減碼
34	AANUSD	Aaron's INC	-0.8%	-81.95%	減碼
35	TSLA	Tesla INC	-0.9%	-50.00%	減碼
36	✓		—	EXIT	清倉
37	✓	Earthlink INC	—	EXIT	清倉
38	BTU	Peabody Energy Corporation	—	NEW	新建倉
39	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	新建倉
40	✓	Proshares	—	EXIT	清倉
41	MUA	Blackrock Muniassets Fund	—	EXIT	清倉
42	DIS	Walt Disney Co/the	—	NEW	新建倉
43	DLN	Wisdomtree US Largecap Divid	—	NEW	新建倉
44	UPS	United Parcel Service-cl B	—	NEW	新建倉
45	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	NEW	新建倉
46	CB	Chubb Limited	—	EXIT	清倉
47	KMB	Kimberly-clark CORP	—	NEW	新建倉
48	TEVA	Teva Pharmaceutical-sp Adr	—	EXIT	清倉
49	MUB	Ishares National Muni Bond E	—	EXIT	清倉
50	DUK	Du Pont E I De Nemour&Co	—	NEW	新建倉