CIK: 0000908070
申报总市值
US$6.0亿
申报季度: 2017-12-31 · 持股只数: 1464
BB&T INVESTMENT SERVICES, INC.在最新一期 13F 报告中披露了 1464 项持股，申报期为 2017-12-31，总持股市值约为 US$6.0亿，季度换手率为 21.2%。
Bb&t Investment Services, INC. 目前披露的持仓，Herfindahl 集中度指数为 0.016——换算下来相当于约 64 个等权重仓位，明显低于其实际披露的 1464 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 4.67），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 23%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 SPY
-13.8% -US$324.9万
加仓 IVE
+5303.9% US$545.7万
减仓 VEA
-0.1% US$95.6万
加仓 XLK
+53.0% US$432.4万
加仓 XLY
+45.0% US$319.6万
加仓 XLV
+40.9% US$352.2万
仅显示前 200 大持股（共 1464 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-其他 | 6.75% | — | +1.60% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.87% | -1.75% | -13.76% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.25% | -0.79% | -0.13% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.98% | +0.33% | +40.89% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.84% | +0.52% | +52.99% | |
| 6 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.60% | — | +2.25% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.57% | +0.33% | +44.80% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.55% | — | -5.68% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.51% | — | +2.65% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.45% | +0.37% | +44.95% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.44% | — | +0.93% | |
| 12 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 1.12% | +0.26% | +43.40% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.93% | +0.91% | +5303.89% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.93% | +0.15% | +40.76% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | +0.13% | +21.86% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | +0.74% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.81% | — | +1.26% | |
| 18 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.81% | — | +0.82% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | — | +16.94% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | +0.13% | +16.44% | |
| 21 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.77% | — | +2.92% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.77% | +0.14% | +37.27% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.76% | — | +5.11% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.73% | +0.13% | +25.63% | |
| 25 | PPL | Ppl CORP | 股票-公用事业 | 0.70% | — | +13.23% | |
| 26 | MBB | Ishares Mbs ETF | ETF-其他 | 0.70% | +0.02% | +22.22% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | +0.01% | +15.84% | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.69% | +0.15% | +52.17% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.68% | +0.14% | +52.25% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | +0.01% | +12.89% | |
| 31 | PM | Philip Morris International | 股票-非周期性消费 | 0.67% | — | +8.62% | |
| 32 | MO | Altria Group INC | 股票-非周期性消费 | 0.67% | — | +0.55% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | +0.04% | +18.65% | |
| 34 | AMGN | Amgen INC | 股票-医疗保健 | 0.64% | — | +12.54% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | +0.01% | +18.42% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.64% | -0.01% | +7.87% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +18.77% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.62% | +0.01% | +21.78% | |
| 39 | HEZU | Ishares Currency Hedged Msci | ETF-其他 | 0.61% | — | +1.72% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | +0.05% | +21.26% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.06% | +29.23% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.01% | +12.89% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | +0.01% | +6.09% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | +0.04% | +17.72% | |
| 45 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.51% | — | +0.65% | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.49% | — | -7.76% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | +0.06% | +22.69% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.48% | — | +22.44% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | +9.52% | |
| 50 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.47% | +0.06% | +15.78% |
可定价持仓数据尚不足以计算表现
Bb&t Investment Services, INC. 在 2017-12-31 最显著的持仓异动： 新建仓: National Grid Plc-sp Adr (NGG); 新建仓: DuPont de Nemours, Inc. (DD); 减仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 -13.76%; 加仓: Ishares S&p 500 Value ETF (IVE) — 股数 +5303.89%; 减仓: Vanguard Ftse Developed ETF (VEA) — 股数 -0.13%.
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2017-12-31 | 2018-02-15 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-11-13 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-15 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-08-17 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-08-17 | 13F-HR | 在 EDGAR 上查看 |
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