Private Wealth Advisors, Inc. — Q3 2019 13F 持股

Name: Private Wealth Advisors, Inc. — 13F Holdings, Q3 2019
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	5.74%	+0.35%	-35.47%
2	GOOGL	Alphabet Inc-cl A	股票-通訊服務	4.28%	-0.07%	-15.89%
3	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型股與成長	3.96%	—	-29.88%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	3.25%	-0.41%	—
5	AMZN	Amazon.com INC	股票-循環性消費	3.14%	—	-34.08%
6	CSCO	Cisco Systems INC	股票-科技	3.03%	-0.44%	-23.20%
7	MSFT	Microsoft CORP	股票-科技	2.68%	-0.37%	-2.80%
8	IJH	Ishares Core S&p Midcap ETF	ETF-其他	2.54%	+0.92%	NEW
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.48%	-0.05%	-9.49%
10	PNC	Pnc Financial Services Group	股票-金融	2.11%	+0.32%	-26.95%
11	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.07%	+0.44%	NEW
12	VZ	Verizon Communications INC	股票-通訊服務	2.03%	—	-27.22%
13	✓	Select Sector Spdr Tr	股票-其他	2.00%	—	-35.49%
14	EFA	Ishares Msci Eafe ETF	ETF-其他	1.95%	—	-69.21%
15	WMT	Walmart INC	股票-非循環性消費	1.92%	-0.64%	-5.52%
16	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.78%	—	-41.64%
17	T	At&t INC	股票-通訊服務	1.76%	+0.09%	-15.91%
18	MCD	Mcdonald's CORP	股票-循環性消費	1.66%	-0.40%	-29.88%
19	JNJ	Johnson & Johnson	股票-醫療保健	1.61%	—	-28.75%
20	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	1.43%	+0.25%	-6.86%
21	DVY	Ishares Select Dividend ETF	ETF-其他	1.31%	—	+9.56%
22	DIS	Walt Disney Co/the	股票-通訊服務	1.31%	+0.26%	-28.50%
23	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.30%	+0.18%	NEW
24	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.24%	+0.30%	-23.12%
25	CVX	Chevron CORP	股票-能源	1.12%	—	-22.28%
26	HD	Home Depot INC	股票-循環性消費	1.10%	—	-25.64%
27	PG	Procter & Gamble Co/the	股票-非循環性消費	1.09%	—	-32.10%
28	UTXZ	United Tech CORP	股票-其他	1.08%	—	-31.82%
29	XOM	Exxon Mobil CORP	股票-能源	1.07%	—	-31.49%
30	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	1.04%	—	-0.84%
31	KO	Coca-cola Co/the	股票-非循環性消費	1.03%	—	-32.78%
32	XLV	Ss Health Care Select Sector	ETF-其他	0.98%	—	-57.06%
33	MRK	Merck & Co. INC.	股票-醫療保健	0.92%	-0.39%	-46.99%
34	META	Meta Platforms Inc-class A	股票-通訊服務	0.84%	—	-47.15%
35	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.82%	—	-70.45%
36	MO	Altria Group INC	股票-非循環性消費	0.82%	—	-7.16%
37	NFLX	Netflix INC	股票-通訊服務	0.78%	—	-46.01%
38	BAC	Bank Of America CORP	股票-金融	0.77%	+0.15%	-8.22%
39	INTC	Intel CORP	股票-科技	0.77%	-0.31%	-49.51%
40	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.73%	+0.72%	NEW
41	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.73%	+0.55%	NEW
42	LMT	Lockheed Martin CORP	股票-工業	0.69%	-0.30%	-31.63%
43	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	0.69%	—	-48.43%
44	MDT	Medtronic plc	股票-醫療保健	0.68%	—	-48.19%
45	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.66%	—	-3.01%
46	PSX	Phillips 66	股票-能源	0.66%	—	-21.75%
47	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.64%	—	-50.16%
48	MMM	3m Co	股票-工業	0.61%	—	-9.93%
49	XLI	Ss Industrial Select Sector	ETF-其他	0.61%	—	-72.43%
50	PEP	Pepsico INC	股票-非循環性消費	0.60%	+0.01%	+0.36%

1–50 of 134

本季持股變動

Private Wealth Advisors, Inc. 於截至 Q3 2019 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	IJS	Ishares S&p Small-cap 600 Va	+0.5%	+164.06%	加碼
2	AAPL	Apple INC	+0.3%	-35.47%	減碼
3	VZ	Verizon Communications INC	+0.2%	-27.22%	減碼
4	PNC	Pnc Financial Services Group	+0.1%	-26.95%	減碼
5	DLN	Wisdomtree US Largecap Divid	+0.1%	-23.12%	減碼
6	PG	Procter & Gamble Co/the	+0.1%	-32.10%	減碼
7	✓	State Street SPDR S&P 500 ETF Trust	+0.1%	-29.88%	減碼
8	MCD	Mcdonald's CORP	+0.1%	-29.88%	減碼
9	CVX	Chevron CORP	+0.1%	-22.28%	減碼
10	UTXZ	United Tech CORP	0%	-31.82%	減碼
11	KO	Coca-cola Co/the	0%	-32.78%	減碼
12	CSCO	Cisco Systems INC	0%	-23.20%	減碼
13	DIS	Walt Disney Co/the	-0.1%	-28.50%	減碼
14	IJR	Ishares Core S&p Small-cap E	-0.1%	-32.75%	減碼
15	JNJ	Johnson & Johnson	-0.1%	-28.75%	減碼
16	XOM	Exxon Mobil CORP	-0.1%	-31.49%	減碼
17	CL	Colgate-palmolive Co	-0.1%	-44.45%	減碼
18	✓	Select Sector Spdr Tr	-0.1%	-35.49%	減碼
19	MDT	Medtronic plc	-0.1%	-48.19%	減碼
20	IJT	Ishares S&p Small-cap 600 Gr	-0.2%	-57.91%	減碼
21	IEMG	Ishares Core Msci Emerging	-0.2%	-36.48%	減碼
22	COP	Conocophillips	-0.2%	-59.82%	減碼
23	DGRW	Wisdomtree U.s. Quality Divi	-0.2%	-52.34%	減碼
24	XLE	Ss Energy Select Sector	-0.2%	-52.59%	減碼
25	INTC	Intel CORP	-0.2%	-49.51%	減碼
26	GSLC	Goldman Activebeta US Lc ETF	-0.2%	-48.43%	減碼
27	CMCSA	Comcast Corp-class A	-0.2%	-71.28%	減碼
28	SBUX	Starbucks CORP	-0.3%	-56.54%	減碼
29	GOOG	Alphabet Inc-cl C	-0.3%	-69.56%	減碼
30	MET	Metlife INC	-0.3%	-75.75%	減碼
31	MRK	Merck & Co. INC.	-0.3%	-46.99%	減碼
32	EEM	Ishares Msci Emerging Market	-0.3%	-50.16%	減碼
33	ORCL	Oracle CORP	-0.3%	-65.87%	減碼
34	META	Meta Platforms Inc-class A	-0.4%	-47.15%	減碼
35	IEFA	Ishares Core Msci Eafe ETF	-0.4%	-41.64%	減碼
36	AMZN	Amazon.com INC	-0.5%	-34.08%	減碼
37	MA	Mastercard INC - A	-0.6%	-75.08%	減碼
38	NFLX	Netflix INC	-0.6%	-46.01%	減碼
39	XLV	Ss Health Care Select Sector	-0.7%	-57.06%	減碼
40	IJH	Ishares Core S&p Midcap ETF	-0.8%	-47.20%	減碼
41	IWM	Ishares Russell 2000 ETF	-0.8%	-75.01%	減碼
42	XLI	Ss Industrial Select Sector	-0.9%	-72.43%	減碼
43	VWO	Vanguard Ftse Emerging Marke	-1.2%	-70.45%	減碼
44	EFA	Ishares Msci Eafe ETF	-2.5%	-69.21%	減碼
45	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建倉
46	✓	Emclaire Finl CORP	—	NEW	新建倉
47	ACWI	Ishares Msci Acwi ETF	—	EXIT	清倉
48	IYW	Ishares Ustechnology ETF	—	EXIT	清倉
49	CAT	Caterpillar INC	—	EXIT	清倉
50	UNP	Union Pacific CORP	—	EXIT	清倉