Private Wealth Advisors, Inc. — Q1 2015 13F 持股

Name: Private Wealth Advisors, Inc. — 13F Holdings, Q1 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001462525

申報總市值

US$1.8億

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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	AAPL	Apple INC	股票-科技	6.67%	+0.35%	-3.51%
2	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型股與成長	4.82%	—	-0.19%
3	✓	Powershares Qqq Trust Ser 1	股票-其他	3.43%	—	-11.82%
4	CSCO	Cisco Systems INC	股票-科技	2.87%	-0.44%	-1.73%
5	GOOG	Alphabet A	股票-通訊服務	2.80%	—	-1.53%
6	DLN	Wisdomtree US Largecap Divid	ETF-其他	2.66%	+0.30%	-0.47%
7	✓	Select Sector Spdr Tr	股票-其他	2.61%	—	-0.11%
8	XOM	Exxon Mobil CORP	股票-能源	2.37%	—	+0.70%
9	JNJ	Johnson & Johnson	股票-醫療保健	2.02%	—	-19.02%
10	XLV	Ss Health Care Select Sector	ETF-其他	1.90%	—	-3.66%
11	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.86%	—	+36.22%
12	STBA	S & T Bancorp INC	股票-其他	1.84%	—	-0.72%
13	AEP	American Electric Power Company, Inc.	股票-公用事業	1.73%	+0.10%	-2.78%
14	QCOM	Qualcomm INC	股票-科技	1.68%	+0.14%	NEW
15	EFA	Ishares Msci Eafe ETF	ETF-其他	1.68%	—	+45.25%
16	CELG	Celgene CORP	股票-其他	1.61%	—	-4.66%
17	EFO	Proshares Ultra Msci Eafe	ETF-其他	1.55%	—	-1.62%
18	MO	Altria Group INC	股票-非循環性消費	1.47%	—	-3.07%
19	IEZ	Ishares U.s. Oil Equipment &	ETF-其他	1.45%	—	+2.02%
20	VZ	Verizon Communications INC	股票-通訊服務	1.42%	—	+0.47%
21	CL	Colgate-palmolive Co	股票-非循環性消費	1.37%	—	-0.54%
22	MRK	Merck & Co. INC.	股票-醫療保健	1.35%	-0.39%	-2.02%
23	DIS	Walt Disney Co/the	股票-通訊服務	1.32%	+0.26%	+0.10%
24	PNC	Pnc Financial Services Group	股票-金融	1.31%	+0.32%	-0.29%
25	MDT	Medtronic plc	股票-醫療保健	1.30%	—	—
26	MCD	Mcdonald's CORP	股票-循環性消費	1.27%	-0.40%	-2.16%
27	UTXZ	United Tech CORP	股票-其他	1.23%	—	-1.49%
28	KO	Coca-cola Co/the	股票-非循環性消費	1.22%	—	-4.54%
29	ORCL	Oracle CORP	股票-科技	1.19%	—	-1.13%
30	XLI	Ss Industrial Select Sector	ETF-其他	1.17%	—	-3.69%
31	INTC	Intel CORP	股票-科技	1.16%	-0.31%	-4.76%
32	COP	Conocophillips	股票-能源	1.02%	—	+19.93%
33	WBA	Walgreens Boots Alliance INC	股票-其他	0.99%	-0.13%	EXIT
34	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.92%	+0.92%	NEW
35	IWB	Ishares Russell 1000 ETF	ETF-其他	0.90%	—	+26.51%
36	MSFT	Microsoft CORP	股票-科技	0.84%	-0.37%	-1.61%
37	CMI	Cummins INC	股票-工業	0.83%	—	-2.35%
38	✓	Google INC Class C	股票-其他	0.83%	—	-2.10%
39	SBUX	Starbucks CORP	股票-循環性消費	0.81%	+0.04%	-0.46%
40	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.75%	—	+6.52%
41	AEHR	Aehr Test Systems	股票-其他	0.71%	—	—
42	CVX	Chevron CORP	股票-能源	0.71%	—	+44.12%
43	SLB	Slb LTD	股票-能源	0.71%	—	+40.41%
44	MDY	State Street Spdr S&p Midcap	ETF-其他	0.70%	—	+99.93%
45	CAT	Caterpillar INC	股票-工業	0.69%	—	+0.16%
46	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.69%	+0.25%	-2.95%
47	✓	Ja Solar Holdings Co LTD	股票-其他	0.68%	—	+3.42%
48	CMCSA	Comcast Corp-class A	股票-通訊服務	0.67%	—	-1.83%
49	AMZN	Amazon.com INC	股票-循環性消費	0.65%	—	+0.30%
50	✓	St Jude Med INC	股票-其他	0.63%	—	-2.34%

1–50 of 133

本季持股變動

Private Wealth 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	EFA	Ishares Msci Eafe ETF	+0.6%	+45.25%	加碼
2	IWM	Ishares Russell 2000 ETF	+0.5%	+36.22%	加碼
3	MDY	State Street Spdr S&p Midcap	+0.4%	+99.93%	加碼
4	AAPL	Apple INC	+0.3%	-3.51%	減碼
5	IWB	Ishares Russell 1000 ETF	+0.2%	+26.51%	加碼
6	SLB	Slb LTD	+0.2%	+40.41%	加碼
7	CVX	Chevron CORP	+0.2%	+44.12%	加碼
8	TWTRUSD	Twitter INC	+0.1%	+0.30%	加碼
9	✓	Ja Solar Holdings Co LTD	+0.1%	+3.42%	加碼
10	✓	Trina Solar Limited	+0.1%	-2.15%	減碼
11	DIS	Walt Disney Co/the	+0.1%	+0.10%	加碼
12	AMZN	Amazon.com INC	+0.1%	+0.30%	加碼
13	SBUX	Starbucks CORP	+0.1%	-0.46%	減碼
14	EFO	Proshares Ultra Msci Eafe	+0.1%	-1.62%	減碼
15	WBA	Walgreens Boots Alliance INC	+0.1%	-2.20%	減碼
16	GOOG	Alphabet A	0%	-1.53%	減碼
17	IJT	Ishares S&p Small-cap 600 Gr	-0.1%	-36.82%	減碼
18	PG	Procter & Gamble Co/the	-0.1%	-2.66%	減碼
19	CAT	Caterpillar INC	-0.1%	+0.16%	加碼
20	AEP	American Electric Power Company, Inc.	-0.1%	-2.78%	減碼
21	KO	Coca-cola Co/the	-0.2%	-4.54%	減碼
22	MSFT	Microsoft CORP	-0.2%	-1.61%	減碼
23	STBA	S & T Bancorp INC	-0.2%	-0.72%	減碼
24	CSCO	Cisco Systems INC	-0.2%	-1.73%	減碼
25	QCOM	Qualcomm INC	-0.3%	-3.91%	減碼
26	XOM	Exxon Mobil CORP	-0.3%	+0.70%	加碼
27	INTC	Intel CORP	-0.3%	-4.76%	減碼
28	✓	FTSE RAFI US 1500 Small Cap	-0.5%	-55.65%	減碼
29	✓	Powershares Qqq Trust Ser 1	-0.5%	-11.82%	減碼
30	EMR	Emerson Electric Co	-0.6%	-63.21%	減碼
31	JNJ	Johnson & Johnson	-0.7%	-19.02%	減碼
32	MDT	Medtronic plc	—	NEW	新建倉
33	MDT	Medtronic plc	—	EXIT	清倉
34	IJH	Ishares Core S&p Midcap ETF	—	NEW	新建倉
35	✓		—	EXIT	清倉
36	UNP	Union Pacific CORP	—	NEW	新建倉
37	JKS	Jinkosolar Holding Co-adr	—	NEW	新建倉
38	PSX	Phillips 66	—	NEW	新建倉
39	VLO	Valero Energy CORP	—	NEW	新建倉
40	IJR	Ishares Core S&p Small-cap E	—	NEW	新建倉
41	BP	Bp Plc-spons Adr	—	NEW	新建倉
42	MRO*	Marathon Oil CORP	—	NEW	新建倉
43	EEM	Ishares Msci Emerging Market	—	NEW	新建倉
44	R6C2	Royal Dutch Shell-spon Adr-b	—	NEW	新建倉
45	NOVEUR	National Oilwell Varco INC	—	NEW	新建倉
46	✓	Mylan N V	—	NEW	新建倉
47	✓	Powershares ETF Trust	—	NEW	新建倉
48	PPL	Ppl CORP	—	EXIT	清倉
49	EWG	Ishares Msci Germany ETF	—	EXIT	清倉
50	NVROEUR	Nevro CORP	—	NEW	新建倉