Peachtree Investment Advisors, Inc. — Q1 2015 13F 持股

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q1 2015
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

僅顯示前 200 大持股（共 344 檔）

#	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	7.67%	—	-16.78%
2	AGG	Ishares Core U.s. Aggregate	ETF-其他	4.86%	-0.39%	EXIT
3	AAPL	Apple INC	股票-科技	3.78%	-0.89%	+44.91%
4	XOM	Exxon Mobil CORP	股票-能源	3.65%	-0.02%	+1.91%
5	BBTUSD	Bb&t CORP	股票-其他	3.36%	—	—
6	EFA	Ishares Msci Eafe ETF	ETF-其他	2.00%	—	-12.62%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.61%	+1.59%	+151.78%
8	HD	Home Depot INC	股票-循環性消費	1.56%	-0.13%	+24.33%
9	T	At&t INC	股票-通訊服務	1.51%	-0.04%	-3.95%
10	SCHF	Schwab Intl Equity ETF	ETF-其他	1.49%	-0.64%	+5357.30%
11	LOW	Lowe's Cos INC	股票-循環性消費	1.49%	-0.09%	+29.94%
12	RF	Regions Financial CORP	股票-金融	1.48%	-0.21%	+0.07%
13	EEM	Ishares Msci Emerging Market	ETF-新興市場	1.44%	-0.66%	+163.94%
14	MSFT	Microsoft CORP	股票-科技	1.41%	+0.03%	+23.97%
15	HDV	Ishares Core High Dividend E	ETF-其他	1.40%	—	-11.12%
16	JNJ	Johnson & Johnson	股票-醫療保健	1.37%	—	+1.01%
17	BAC	Bank Of America CORP	股票-金融	1.31%	+0.32%	NEW
18	PG	Procter & Gamble Co/the	股票-非循環性消費	1.26%	+0.49%	+42.73%
19	TGT	Target CORP	股票-循環性消費	1.24%	—	+38.60%
20	ITW	Illinois Tool Works	股票-工業	1.12%	—	+29.24%
21	NZF	Nuveen Municipal Credit INC	股票-其他	1.11%	—	-13.95%
22	QCOM	Qualcomm INC	股票-科技	1.07%	—	+36.54%
23	SCI	Service CORP International	股票-循環性消費	1.01%	—	+0.40%
24	PMO	Putnam Municipal Oppor	股票-其他	1.01%	—	-3.98%
25	INTC	Intel CORP	股票-科技	1.00%	—	+8.53%
26	KO	Coca-cola Co/the	股票-非循環性消費	0.97%	—	-10.66%
27	POST	Post Holdings, Inc.	股票-非循環性消費	0.96%	—	+0.64%
28	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.92%	-6.61%	EXIT
29	KHC	The Kraft Heinz Company	股票-非循環性消費	0.91%	—	+83.38%
30	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.90%	—	-0.51%
31	TXN	Texas Instruments INC	股票-科技	0.88%	+0.09%	+28.78%
32	AXP	American Express Co	股票-金融	0.86%	—	+42.54%
33	VZ	Verizon Communications INC	股票-通訊服務	0.84%	+0.25%	+21.20%
34	DVY	Ishares Select Dividend ETF	ETF-其他	0.80%	—	-1.38%
35	EQR	Equity Residential	股票-房地產	0.78%	—	+0.65%
36	DOW	Dow Chem Co	股票-原物料	0.75%	—	+87.74%
37	CSCO	Cisco Systems INC	股票-科技	0.75%	+0.06%	+50.50%
38	GPC	Genuine Parts Co	股票-循環性消費	0.75%	—	+0.21%
39	IYY	Ishares Dow Jones U.s. ETF	ETF-其他	0.73%	—	+0.52%
40	WFC	Wells Fargo & Co	股票-金融	0.73%	—	-5.68%
41	MO	Altria Group INC	股票-非循環性消費	0.71%	-0.40%	EXIT
42	ABBNY	Abb Ltd-spon Adr	股票-工業	0.70%	-0.01%	+6.39%
43	DOV	Dover CORP	股票-工業	0.64%	-0.09%	+49.00%
44	CNQ	Canadian Natural Resources	股票-能源	0.64%	-0.51%	EXIT
45	SO	Southern Co/the	股票-公用事業	0.60%	—	+18.50%
46	AEP	American Electric Power Company, Inc.	股票-公用事業	0.60%	—	+30.56%
47	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.59%	—	-6.42%
48	NVS	Novartis Ag-sponsored Adr	股票-醫療保健	0.59%	—	+92.67%
49	SBUX	Starbucks CORP	股票-循環性消費	0.56%	—	+0.34%
50	WMT	Walmart INC	股票-非循環性消費	0.56%	—	+8.13%

1–50 of 200

本季持股變動

Peachtree Investment Advisors, Inc. 於截至 Q1 2015 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	AAPL	Apple INC	+1.6%	+44.91%	加碼
2	SCHF	Schwab Intl Equity ETF	+1.5%	+5357.30%	加碼
3	IVV	Ishares Core S&p 500 ETF	+1%	+151.78%	加碼
4	EEM	Ishares Msci Emerging Market	+0.9%	+163.94%	加碼
5	KHC	The Kraft Heinz Company	+0.6%	+83.38%	加碼
6	HD	Home Depot INC	+0.6%	+24.33%	加碼
7	LOW	Lowe's Cos INC	+0.5%	+29.94%	加碼
8	TGT	Target CORP	+0.5%	+38.60%	加碼
9	DOW	Dow Chem Co	+0.4%	+87.74%	加碼
10	IYW	Ishares Ustechnology ETF	+0.4%	+203.45%	加碼
11	PG	Procter & Gamble Co/the	+0.3%	+42.73%	加碼
12	ITW	Illinois Tool Works	+0.3%	+29.24%	加碼
13	NVS	Novartis Ag-sponsored Adr	+0.3%	+92.67%	加碼
14	CAT	Caterpillar INC	+0.3%	+328.85%	加碼
15	CSCO	Cisco Systems INC	+0.3%	+50.50%	加碼
16	TXN	Texas Instruments INC	+0.3%	+28.78%	加碼
17	QCOM	Qualcomm INC	+0.3%	+36.54%	加碼
18	IYH	Ishares U.s. Healthcare ETF	+0.3%	+127.35%	加碼
19	CNQ	Canadian Natural Resources	+0.3%	+61.60%	加碼
20	JPM	Jpmorgan Chase & Co	+0.3%	+82.50%	加碼
21	IYC	Ishares US Consumer Discreti	+0.2%	+872.00%	加碼
22	DVN	Devon Energy CORP	+0.2%	+73.67%	加碼
23	DOV	Dover CORP	+0.2%	+49.00%	加碼
24	IYJ	Ishares U.s. Industrials ETF	+0.2%	+620.55%	加碼
25	XOM	Exxon Mobil CORP	+0.1%	+1.91%	加碼
26	HDV	Ishares Core High Dividend E	-0.1%	-11.12%	減碼
27	BAC	Bank Of America CORP	-0.1%	+0.15%	加碼
28	FISV	Fiserv INC	-0.2%	-78.11%	減碼
29	XWIAX	Western Asset Infl-link Sec	-0.2%	-55.40%	減碼
30	AGG	Ishares Core U.s. Aggregate	-0.3%	-13.05%	減碼
31	EFX	Equifax INC	-0.3%	-50.79%	減碼
32	WIW	Western Asst Infl-lnk Opp	-0.3%	-61.59%	減碼
33	NSRGY	Nestle Sa-spons Adr	-0.4%	-89.30%	減碼
34	E	Eni Spa-sponsored Adr	-0.4%	-99.68%	減碼
35	TLT	iShares 20+ Year Treasury Bond ETF	-0.5%	-71.90%	減碼
36	BP	Bp Plc-spons Adr	-0.5%	-93.96%	減碼
37	EFV	Ishares Msci Eafe Value ETF	-0.6%	-16.78%	減碼
38	SNY	Sanofi-adr	-0.6%	-89.99%	減碼
39	EMB	Ishares Jp Morgan Usd Emergi	-0.6%	-44.62%	減碼
40	TTEN	Totalenergies Se -spon Adr	-0.6%	-86.07%	減碼
41	SHV	Ishares 0-1 Year Treasury Bo	-1.8%	-97.94%	減碼
42	✓	Proshares	—	EXIT	清倉
43	GILD	Gilead Sciences INC	—	EXIT	清倉
44	EWQ	Ishares Msci France ETF	—	EXIT	清倉
45	EWI	iShares MSCI Italy ETF	—	EXIT	清倉
46	✓	Petsmart INC	—	EXIT	清倉
47	✓	Protective Life CORP Com	—	EXIT	清倉
48	SYTUSD	Syngenta Ag-adr	—	EXIT	清倉
49	✓	Ishares Tr	—	EXIT	清倉
50	OGZD	Gazprom Pjsc-spon Adr	—	EXIT	清倉