Peachtree Investment Advisors, Inc. — Q3 2016 13F 持股

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q3 2016
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	SCHF	Schwab Intl Equity ETF	ETF-其他	9.37%	-0.64%	-5.36%
2	AAPL	Apple INC	股票-科技	4.22%	-0.89%	+10.35%
3	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	3.82%	+1.45%	+74.65%
4	AGG	Ishares Core U.s. Aggregate	ETF-其他	3.76%	-0.39%	EXIT
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	3.66%	+1.59%	+0.53%
6	HD	Home Depot INC	股票-循環性消費	3.36%	-0.13%	—
7	MSFT	Microsoft CORP	股票-科技	2.98%	+0.03%	-0.47%
8	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	2.72%	-6.61%	EXIT
9	JNJ	Johnson & Johnson	股票-醫療保健	2.58%	—	+0.22%
10	PG	Procter & Gamble Co/the	股票-非循環性消費	2.36%	+0.49%	+0.75%
11	LOW	Lowe's Cos INC	股票-循環性消費	2.15%	-0.09%	+0.33%
12	T	At&t INC	股票-通訊服務	2.12%	-0.04%	-0.03%
13	ITW	Illinois Tool Works	股票-工業	2.10%	—	+0.14%
14	IYH	Ishares U.s. Healthcare ETF	ETF-其他	2.06%	—	+1.09%
15	TXN	Texas Instruments INC	股票-科技	2.03%	+0.09%	+0.17%
16	INTC	Intel CORP	股票-科技	1.93%	—	+0.77%
17	TGT	Target CORP	股票-循環性消費	1.90%	—	-0.42%
18	IYW	Ishares Ustechnology ETF	ETF-科技型	1.80%	-0.14%	-1.15%
19	QCOM	Qualcomm INC	股票-科技	1.80%	—	-0.52%
20	IYF	Ishares US Financials ETF	ETF-其他	1.61%	—	+0.33%
21	CSCO	Cisco Systems INC	股票-科技	1.59%	+0.06%	+0.29%
22	DOW	Dow Chem Co	股票-原物料	1.59%	—	+0.48%
23	KHC	Kraft Heinz Co/the	股票-非循環性消費	1.55%	-0.10%	-1.40%
24	BSV	Vanguard Short-term Bond ETF	ETF-其他	1.50%	+1.24%	+11.33%
25	DOV	Dover CORP	股票-工業	1.46%	-0.09%	+0.50%
26	KRE	Ss Spdr S&p Regional Bank	ETF-其他	1.46%	-0.31%	+2.40%
27	VZ	Verizon Communications INC	股票-通訊服務	1.37%	+0.25%	+0.65%
28	JPM	Jpmorgan Chase & Co	股票-金融	1.33%	+0.36%	+0.49%
29	CNQ	Canadian Natural Resources	股票-能源	1.28%	-0.51%	EXIT
30	HDV	Ishares Core High Dividend E	ETF-其他	1.12%	—	-18.28%
31	KO	Coca-cola Co/the	股票-非循環性消費	1.10%	—	-6.90%
32	AEP	American Electric Power Company, Inc.	股票-公用事業	1.09%	—	+0.34%
33	COST	Costco Wholesale CORP	股票-非循環性消費	1.08%	+0.07%	+1.41%
34	CAT	Caterpillar INC	股票-工業	1.03%	+0.35%	+1.28%
35	NVS	Novartis Ag-sponsored Adr	股票-醫療保健	0.96%	—	+0.20%
36	MRK	Merck & Co. INC.	股票-醫療保健	0.93%	—	-5.02%
37	ABBNY	Abb Ltd-spon Adr	股票-工業	0.88%	-0.01%	—
38	PM	Philip Morris International	股票-非循環性消費	0.88%	-0.04%	—
39	DVN	Devon Energy CORP	股票-能源	0.85%	-0.34%	EXIT
40	SO	Southern Co/the	股票-公用事業	0.76%	—	-0.66%
41	MO	Altria Group INC	股票-非循環性消費	0.75%	-0.40%	EXIT
42	DVY	Ishares Select Dividend ETF	ETF-其他	0.73%	—	—
43	ECL	Ecolab INC	股票-原物料	0.72%	—	—
44	IYC	Ishares US Consumer Discreti	ETF-其他	0.68%	+0.05%	+0.21%
45	✓	Powershares Global ETF Trust	ETF-其他	0.65%	—	+7.34%
46	CVX	Chevron CORP	股票-能源	0.62%	—	—
47	IYK	Ishares US Consumer Staples	ETF-其他	0.58%	—	+0.77%
48	RF	Regions Financial CORP	股票-金融	0.58%	-0.21%	-24.59%
49	IYJ	Ishares U.s. Industrials ETF	ETF-其他	0.58%	-0.05%	+1.48%
50	GPC	Genuine Parts Co	股票-循環性消費	0.58%	—	—

1–50 of 84

本季持股變動

Peachtree Investment Advisors, Inc. 於截至 Q3 2016 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	VWO	Vanguard Ftse Emerging Marke	+1.7%	+74.65%	加碼
2	AAPL	Apple INC	+0.9%	+10.35%	加碼
3	QCOM	Qualcomm INC	+0.3%	-0.52%	減碼
4	EMB	Ishares Jp Morgan Usd Emergi	+0.3%	+13.74%	加碼
5	MSFT	Microsoft CORP	+0.2%	-0.47%	減碼
6	ITW	Illinois Tool Works	+0.2%	+0.14%	加碼
7	INTC	Intel CORP	+0.2%	+0.77%	加碼
8	TXN	Texas Instruments INC	+0.2%	+0.17%	加碼
9	IYW	Ishares Ustechnology ETF	+0.1%	-1.15%	減碼
10	CAT	Caterpillar INC	+0.1%	+1.28%	加碼
11	DVN	Devon Energy CORP	+0.1%	+0.51%	加碼
12	KRE	Ss Spdr S&p Regional Bank	+0.1%	+2.40%	加碼
13	CSCO	Cisco Systems INC	+0.1%	+0.29%	加碼
14	BSV	Vanguard Short-term Bond ETF	+0.1%	+11.33%	加碼
15	ABBNY	Abb Ltd-spon Adr	+0.1%	—	不變
16	PG	Procter & Gamble Co/the	+0.1%	+0.75%	加碼
17	VAREUR	Varian Medical Systems INC	+0.1%	—	不變
18	JPM	Jpmorgan Chase & Co	+0.1%	+0.49%	加碼
19	DOV	Dover CORP	0%	+0.50%	加碼
20	✓	Powershares Global ETF Trust	0%	+7.34%	加碼
21	SRLN	Ss Blackstone Sr Loan ETF	0%	+10.28%	加碼
22	✓	Powershares Qqq Trust Ser 1	0%	—	不變
23	IYF	Ishares US Financials ETF	0%	+0.33%	加碼
24	DOW	Dow Chem Co	0%	+0.48%	加碼
25	IVV	Ishares Core S&p 500 ETF	0%	+0.53%	加碼
26	IYJ	Ishares U.s. Industrials ETF	0%	+1.48%	加碼
27	CNQ	Canadian Natural Resources	—	—	不變
28	MRK	Merck & Co. INC.	—	-5.02%	減碼
29	IYH	Ishares U.s. Healthcare ETF	0%	+1.09%	加碼
30	PSX	Phillips 66	0%	-8.83%	減碼
31	PM	Philip Morris International	-0.1%	—	不變
32	SO	Southern Co/the	-0.1%	-0.66%	減碼
33	NVS	Novartis Ag-sponsored Adr	-0.1%	+0.20%	加碼
34	MO	Altria Group INC	-0.1%	—	不變
35	AEP	American Electric Power Company, Inc.	-0.1%	+0.34%	加碼
36	RF	Regions Financial CORP	-0.1%	-24.59%	減碼
37	TGT	Target CORP	-0.1%	-0.42%	減碼
38	ABBV	Abbvie INC	-0.1%	-38.34%	減碼
39	VZ	Verizon Communications INC	-0.2%	+0.65%	加碼
40	JNJ	Johnson & Johnson	-0.2%	+0.22%	加碼
41	EFA	Ishares Msci Eafe ETF	-0.2%	-45.55%	減碼
42	KO	Coca-cola Co/the	-0.2%	-6.90%	減碼
43	T	At&t INC	-0.2%	-0.03%	減碼
44	EEM	Ishares Msci Emerging Market	-0.3%	-46.39%	減碼
45	LOW	Lowe's Cos INC	-0.3%	+0.33%	加碼
46	SCHF	Schwab Intl Equity ETF	-0.3%	-5.36%	減碼
47	HDV	Ishares Core High Dividend E	-0.3%	-18.28%	減碼
48	AGG	Ishares Core U.s. Aggregate	-0.7%	-12.99%	減碼
49	BMY	Bristol-myers Squibb Co	—	EXIT	清倉
50	✓	Agl Res INC	—	EXIT	清倉