Spearhead Capital Advisors, LLC — Q4 2019 13F 持股

Name: Spearhead Capital Advisors, LLC — 13F Holdings, Q4 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001718982

申報總市值

US$9230.7萬

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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	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	6.49%	—	+1.57%
2	VO	Vanguard Mid-cap ETF	ETF-其他	3.93%	—	+1.20%
3	VEA	Vanguard Ftse Developed ETF	ETF-其他	3.79%	—	+1.13%
4	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	3.02%	—	+0.98%
5	VBK	Vanguard Small-cap Grwth ETF	ETF-其他	2.97%	—	+1.03%
6	AAPL	Apple INC	股票-科技	2.91%	—	+4.78%
7	VOE	Vanguard Mid-cap Value ETF	ETF-其他	2.85%	—	+1.36%
8	VBR	Vanguard Small-cap Value ETF	ETF-其他	2.83%	—	+1.46%
9	META	Meta Platforms Inc-class A	股票-通訊服務	2.38%	—	+6.71%
10	MSFT	Microsoft CORP	股票-科技	2.28%	—	-1.83%
11	T	At&t INC	股票-通訊服務	2.24%	—	+3.95%
12	CRM	Salesforce INC	股票-科技	2.20%	—	+6.75%
13	GOOG	Alphabet Inc-cl C	股票-通訊服務	2.16%	—	+3.50%
14	ADP	Automatic Data Processing	股票-科技	2.15%	—	+6.32%
15	DOV	Dover CORP	股票-工業	1.40%	—	+4.17%
16	LEG	Leggett & Platt INC	股票-循環性消費	1.39%	—	+2.47%
17	SYY	Sysco CORP	股票-非循環性消費	1.39%	—	+3.02%
18	ITW	Illinois Tool Works	股票-工業	1.36%	—	+4.21%
19	AMGN	Amgen INC	股票-醫療保健	1.36%	—	+5.71%
20	JPM	Jpmorgan Chase & Co	股票-金融	1.36%	—	+3.06%
21	SWK	Stanley Black & Decker INC	股票-工業	1.36%	—	+3.40%
22	MDT	Medtronic plc	股票-醫療保健	1.35%	—	+7.21%
23	UNH	Unitedhealth Group INC	股票-醫療保健	1.34%	—	+7.63%
24	VFC	Vf CORP	股票-循環性消費	1.34%	—	+5.72%
25	SHW	Sherwin-williams Co/the	股票-原物料	1.33%	—	+2.86%
26	BAC	Bank Of America CORP	股票-金融	1.31%	—	+3.21%
27	EMR	Emerson Electric Co	股票-工業	1.30%	—	+4.32%
28	JNJ	Johnson & Johnson	股票-醫療保健	1.29%	—	+9.41%
29	BLKCHF	Blackrock INC	股票-其他	1.29%	—	+5.82%
30	SPGI	S&p Global INC	股票-金融	1.28%	—	+6.30%
31	MKC	Mccormick & Co-non Vtg Shrs	股票-非循環性消費	1.28%	—	+4.21%
32	WMT	Walmart INC	股票-非循環性消費	1.28%	—	+2.80%
33	ABBV	Abbvie INC	股票-醫療保健	1.28%	—	-1.35%
34	ABT	Abbott Laboratories	股票-醫療保健	1.27%	—	+5.70%
35	TGT	Target CORP	股票-循環性消費	1.27%	—	-9.87%
36	CVS	Cvs Health CORP	股票-醫療保健	1.27%	—	+3.10%
37	HRL	Hormel Foods CORP	股票-非循環性消費	1.27%	—	+5.71%
38	PG	Procter & Gamble Co/the	股票-非循環性消費	1.25%	—	+3.29%
39	BDX	Becton Dickinson And Co	股票-醫療保健	1.25%	—	+5.65%
40	PEP	Pepsico INC	股票-非循環性消費	1.23%	—	+4.54%
41	KO	Coca-cola Co/the	股票-非循環性消費	1.22%	—	+3.94%
42	SCHW	Schwab (charles) CORP	股票-金融	1.22%	—	+4.65%
43	HD	Home Depot INC	股票-循環性消費	1.22%	—	+3.17%
44	AMZN	Amazon.com INC	股票-循環性消費	1.21%	—	+6.72%
45	ED	Consolidated Edison INC	股票-公用事業	1.20%	—	+4.42%
46	ECL	Ecolab INC	股票-原物料	1.20%	—	+7.45%
47	DOC	Healthpeak Properties INC	股票-房地產	1.18%	—	—
48	CLX	Clorox Company	股票-非循環性消費	1.17%	—	+8.19%
49	CINF	Cincinnati Financial CORP	股票-金融	1.15%	—	+3.23%
50	MCD	Mcdonald's CORP	股票-循環性消費	1.14%	—	+6.59%

1–50 of 109

本季持股變動

Spearhead Capital Advisors, LLC 於截至 Q4 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	VDE	Vanguard Energy ETF	+0.6%	+852.45%	加碼
2	AAPL	Apple INC	+0.5%	+4.78%	加碼
3	VTI	Vanguard Total Stock Mkt ETF	+0.3%	+295.93%	加碼
4	UNH	Unitedhealth Group INC	+0.3%	+7.63%	加碼
5	VIS	Vanguard Industrials ETF	+0.3%	+124.32%	加碼
6	META	Meta Platforms Inc-class A	+0.2%	+6.71%	加碼
7	AMGN	Amgen INC	+0.2%	+5.71%	加碼
8	LEG	Leggett & Platt INC	+0.2%	+2.47%	加碼
9	BAC	Bank Of America CORP	+0.1%	+3.21%	加碼
10	JPM	Jpmorgan Chase & Co	+0.1%	+3.06%	加碼
11	JNJ	Johnson & Johnson	+0.1%	+9.41%	加碼
12	GOOGL	Alphabet Inc-cl A	+0.1%	+146.79%	加碼
13	DOV	Dover CORP	+0.1%	+4.17%	加碼
14	CVS	Cvs Health CORP	+0.1%	+3.10%	加碼
15	CRM	Salesforce INC	+0.1%	+6.75%	加碼
16	ITW	Illinois Tool Works	+0.1%	+4.21%	加碼
17	SWK	Stanley Black & Decker INC	+0.1%	+3.40%	加碼
18	BLKCHF	Blackrock INC	+0.1%	+5.82%	加碼
19	VFC	Vf CORP	+0.1%	+5.72%	加碼
20	EMR	Emerson Electric Co	+0.1%	+4.32%	加碼
21	SPGI	S&p Global INC	+0.1%	+6.30%	加碼
22	SCHW	Schwab (charles) CORP	+0.1%	+4.65%	加碼
23	ABBV	Abbvie INC	0%	-1.35%	減碼
24	GOOG	Alphabet Inc-cl C	0%	+3.50%	加碼
25	BDX	Becton Dickinson And Co	0%	+5.65%	加碼
26	AMZN	Amazon.com INC	0%	+6.72%	加碼
27	MKC	Mccormick & Co-non Vtg Shrs	0%	+4.21%	加碼
28	ADP	Automatic Data Processing	—	+6.32%	加碼
29	MDT	Medtronic plc	—	+7.21%	加碼
30	SYY	Sysco CORP	0%	+3.02%	加碼
31	MSFT	Microsoft CORP	0%	-1.83%	減碼
32	CLX	Clorox Company	0%	+8.19%	加碼
33	ABT	Abbott Laboratories	0%	+5.70%	加碼
34	HRL	Hormel Foods CORP	0%	+5.71%	加碼
35	SHW	Sherwin-williams Co/the	0%	+2.86%	加碼
36	VBK	Vanguard Small-cap Grwth ETF	-0.1%	+1.03%	加碼
37	TGT	Target CORP	-0.1%	-9.87%	減碼
38	VOT	Vanguard Mid-cap Growth ETF	-0.1%	+0.98%	加碼
39	T	At&t INC	-0.1%	+3.95%	加碼
40	VBR	Vanguard Small-cap Value ETF	-0.1%	+1.46%	加碼
41	VEA	Vanguard Ftse Developed ETF	-0.1%	+1.13%	加碼
42	VOE	Vanguard Mid-cap Value ETF	-0.1%	+1.36%	加碼
43	VO	Vanguard Mid-cap ETF	-0.2%	+1.20%	加碼
44	IJR	Ishares Core S&p Small-cap E	-0.2%	+1.57%	加碼
45	GD	General Dynamics CORP	-0.2%	-6.31%	減碼
46	BUD	Anheuser-busch Inbev-spn Adr	-0.3%	-3.21%	減碼
47	MMM	3m Co	-0.4%	-36.20%	減碼
48	XOM	Exxon Mobil CORP	-0.6%	-45.65%	減碼
49	DOC	Healthpeak Properties, Inc.	—	EXIT	清倉
50	DOC	Healthpeak Properties INC	—	NEW	新建倉