Private Wealth Advisors, Inc. — Q3 2018 13F 持股

Name: Private Wealth Advisors, Inc. — 13F Holdings, Q3 2018
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	7.16%	+0.35%	-0.18%
2	EFA	Ishares Msci Eafe ETF	ETF-其他	5.01%	—	-0.26%
3	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型股與成長	4.29%	—	-1.29%
4	GOOGL	Alphabet Inc-cl A	股票-通訊服務	3.90%	-0.07%	-0.27%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	3.17%	+0.92%	NEW
6	CSCO	Cisco Systems INC	股票-科技	2.89%	-0.44%	-1.27%
7	AMZN	Amazon.com INC	股票-循環性消費	2.56%	—	-0.32%
8	✓	Select Sector Spdr Tr	股票-其他	2.25%	—	-0.76%
9	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	2.19%	—	-0.97%
10	PNC	Pnc Financial Services Group	股票-金融	1.96%	+0.32%	-0.11%
11	XLV	Ss Health Care Select Sector	ETF-其他	1.81%	—	-0.21%
12	JNJ	Johnson & Johnson	股票-醫療保健	1.76%	—	+0.43%
13	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.76%	+0.44%	NEW
14	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.75%	—	+1.05%
15	XLI	Ss Industrial Select Sector	ETF-其他	1.69%	—	-0.98%
16	VZ	Verizon Communications INC	股票-通訊服務	1.68%	—	+1.18%
17	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.64%	—	+4.09%
18	MSFT	Microsoft CORP	股票-科技	1.63%	-0.37%	+0.19%
19	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.51%	+0.30%	-2.03%
20	XOM	Exxon Mobil CORP	股票-能源	1.51%	—	-1.54%
21	NFLX	Netflix INC	股票-通訊服務	1.40%	—	-1.27%
22	MCD	Mcdonald's CORP	股票-循環性消費	1.37%	-0.40%	-0.10%
23	META	Meta Platforms Inc-class A	股票-通訊服務	1.21%	—	+0.98%
24	DIS	Walt Disney Co/the	股票-通訊服務	1.15%	+0.26%	-0.62%
25	WMT	Walmart INC	股票-非循環性消費	1.14%	-0.64%	+0.00%
26	UTXZ	United Tech CORP	股票-其他	1.11%	—	+0.56%
27	T	At&t INC	股票-通訊服務	1.10%	+0.09%	+16.99%
28	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.04%	+0.18%	NEW
29	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.03%	-0.05%	+30.95%
30	CVX	Chevron CORP	股票-能源	1.02%	—	-0.72%
31	INTC	Intel CORP	股票-科技	1.02%	-0.31%	-0.33%
32	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	1.00%	+0.25%	+4.11%
33	MRK	Merck & Co. INC.	股票-醫療保健	1.00%	-0.39%	-0.18%
34	MO	Altria Group INC	股票-非循環性消費	0.98%	—	-2.64%
35	KO	Coca-cola Co/the	股票-非循環性消費	0.94%	—	-1.78%
36	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.92%	—	-2.74%
37	MDT	Medtronic plc	股票-醫療保健	0.87%	—	-0.35%
38	PSX	Phillips 66	股票-能源	0.80%	—	+0.01%
39	MA	Mastercard INC - A	股票-金融	0.80%	—	-0.51%
40	PG	Procter & Gamble Co/the	股票-非循環性消費	0.77%	—	-4.20%
41	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.74%	—	+0.45%
42	XLE	Ss Energy Select Sector	ETF-其他	0.73%	—	-0.83%
43	DVY	Ishares Select Dividend ETF	ETF-其他	0.72%	—	+5.69%
44	VLO	Valero Energy CORP	股票-能源	0.68%	—	—
45	R6C2	Royal Dutch Shell-spon Adr-b	股票-其他	0.63%	—	+0.00%
46	MMM	3m Co	股票-工業	0.61%	—	+0.03%
47	ORCL	Oracle CORP	股票-科技	0.61%	—	-0.31%
48	CL	Colgate-palmolive Co	股票-非循環性消費	0.60%	—	-0.25%
49	BAC	Bank Of America CORP	股票-金融	0.59%	+0.15%	+1.59%
50	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.58%	—	—

1–50 of 131

本季持股變動

Private Wealth Advisors, Inc. 於截至 Q3 2018 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	+0.8%	-0.18%	減碼
2	IVV	Ishares Core S&p 500 ETF	+0.2%	+30.95%	加碼
3	AMZN	Amazon.com INC	+0.2%	-0.32%	減碼
4	IUSG	Ishares Core S&p U.s. Growth	+0.2%	+32.43%	加碼
5	T	At&t INC	+0.1%	+16.99%	加碼
6	MSFT	Microsoft CORP	+0.1%	+0.19%	加碼
7	CSCO	Cisco Systems INC	+0.1%	-1.27%	減碼
8	JNJ	Johnson & Johnson	+0.1%	+0.43%	加碼
9	XLV	Ss Health Care Select Sector	+0.1%	-0.21%	減碼
10	MRK	Merck & Co. INC.	+0.1%	-0.18%	減碼
11	WBA	Walgreens Boots Alliance INC	+0.1%	-0.42%	減碼
12	UTXZ	United Tech CORP	+0.1%	+0.56%	加碼
13	IVW	Ishares S&p 500 Growth ETF	+0.1%	+4.11%	加碼
14	MDT	Medtronic plc	+0.1%	-0.35%	減碼
15	ORCL	Oracle CORP	+0.1%	-0.31%	減碼
16	IJR	Ishares Core S&p Small-cap E	0%	+5.50%	加碼
17	MA	Mastercard INC - A	0%	-0.51%	減碼
18	LMT	Lockheed Martin CORP	0%	+0.39%	加碼
19	PFE	Pfizer INC	0%	+0.15%	加碼
20	DIS	Walt Disney Co/the	0%	-0.62%	減碼
21	SBUX	Starbucks CORP	0%	-2.61%	減碼
22	ZBH	Zimmer Biomet Holdings INC	0%	—	不變
23	WMT	Walmart INC	0%	+0.00%	加碼
24	XLI	Ss Industrial Select Sector	0%	-0.98%	減碼
25	DGRW	Wisdomtree U.s. Quality Divi	—	+0.45%	加碼
26	IJH	Ishares Core S&p Midcap ETF	0%	+3.96%	加碼
27	VZ	Verizon Communications INC	0%	+1.18%	加碼
28	MCD	Mcdonald's CORP	0%	-0.10%	減碼
29	IEFA	Ishares Core Msci Eafe ETF	0%	+4.09%	加碼
30	GOOGL	Alphabet Inc-cl A	-0.1%	-0.27%	減碼
31	DLN	Wisdomtree US Largecap Divid	-0.1%	-2.03%	減碼
32	IWM	Ishares Russell 2000 ETF	-0.1%	+1.05%	加碼
33	✓	State Street SPDR S&P 500 ETF Trust	-0.1%	-1.29%	減碼
34	SLB	Slb LTD	-0.1%	-2.90%	減碼
35	✓	Select Sector Spdr Tr	-0.1%	-0.76%	減碼
36	INTC	Intel CORP	-0.1%	-0.33%	減碼
37	AEP	American Electric Power Company, Inc.	-0.2%	-3.00%	減碼
38	NFLX	Netflix INC	-0.2%	-1.27%	減碼
39	TWTRUSD	Twitter INC	-0.2%	-2.55%	減碼
40	VWO	Vanguard Ftse Emerging Marke	-0.3%	-0.97%	減碼
41	META	Meta Platforms Inc-class A	-0.3%	+0.98%	加碼
42	EFA	Ishares Msci Eafe ETF	-0.3%	-0.26%	減碼
43	GSLC	Goldman Activebeta US Lc ETF	—	NEW	新建倉
44	IUSV	Ishares Core S&p U.s. Value	—	NEW	新建倉
45	UPRO	Proshares Ultrapro S&p 500	—	NEW	新建倉
46	UNH	Unitedhealth Group INC	—	NEW	新建倉
47	TJX	Tjx Companies INC	—	NEW	新建倉
48	DXCM	Dexcom INC	—	NEW	新建倉
49	AEP	American Electric Power	—	NEW	新建倉
50	ECL	Ecolab INC	—	NEW	新建倉