EA
Edge Advisors, LLC
分散型投资策略趋势追踪型长期持有型
申报总市值
US$11.2亿
申报季度: 2018-06-30 · 持股只数: 1193
Edge Advisors, LLC在最新一期 13F 报告中披露了 1193 项持股，申报期为 2018-06-30，总持股市值约为 US$11.2亿，季度换手率为 18.0%。
机构性格雪花图
- 集中度
- 6.74
- 持仓稳定性
- 17.98
- 动能／逆势
- 100
- 行业集中度
- 51.06
- 多样化
- 100
- 仓位均衡度
- 62.48
近期动向
加仓 PG
+560.0% US$899.3万
加仓 HAS
+19708.7% US$667.9万
加仓 CLX
+1695.8% US$654.7万
加仓 BP
+51.2% US$666.8万
减仓 CVS
-86.9% -US$486.6万
减仓 VOD
-24.5% -US$422.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 894 大持股（共 1193 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.62% | -0.32% | +0.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.79% | -0.01% | +2.10% | |
| 3 | KO | Coca-cola Co/the | 股票-非周期性消费 | 4.35% | — | -0.00% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.72% | — | +0.81% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.54% | +0.15% | +0.86% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.39% | +0.03% | +6.25% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | +0.07% | +1.41% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.86% | +0.09% | +4.82% | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 1.47% | — | +2.39% | |
| 10 | BP | Bp Plc-spons Adr | 股票-能源 | 1.44% | +0.55% | +51.16% | |
| 11 | EPD | Enterprise Products Partners | 股票-能源 | 1.44% | +0.06% | -2.93% | |
| 12 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 1.29% | — | -3.43% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.14% | +0.20% | +19.03% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.08% | +0.18% | +40.27% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.08% | — | -0.82% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | -0.36% | -16.86% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.02% | — | -0.64% | |
| 18 | OKE | Oneok INC | 股票-能源 | 1.01% | +0.07% | -6.88% | |
| 19 | ✓ | 股票-其他 | 0.96% | +0.04% | +14.08% | ||
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | +0.80% | +559.99% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | +0.35% | +77.05% | |
| 22 | UTXZ | United Tech CORP | 股票-其他 | 0.92% | — | +2.26% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.88% | +0.11% | +25.14% | |
| 24 | SNY | Sanofi-adr | 股票-医疗保健 | 0.85% | +0.07% | +16.05% | |
| 25 | IP | International Paper Co | 股票-周期性消费 | 0.83% | — | +14.03% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.83% | — | -0.10% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.82% | — | -1.11% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.81% | — | +16.38% | |
| 29 | TXN | Texas Instruments INC | 股票-科技 | 0.80% | +0.09% | +11.33% | |
| 30 | COR1EUR | Coresite Realty CORP | 股票-其他 | 0.79% | +0.19% | +25.50% | |
| 31 | TSS | Total System Services INC | 股票-其他 | 0.77% | — | — | |
| 32 | CCI | Crown Castle INC | 股票-房地产 | 0.76% | +0.13% | +30.53% | |
| 33 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.76% | — | +3.60% | |
| 34 | BBTUSD | Bb&t CORP | 股票-其他 | 0.75% | -0.18% | -12.61% | |
| 35 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.73% | -0.44% | -24.49% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.72% | — | +8.07% | |
| 37 | NBL2EUR | Noble Energy INC | 股票-其他 | 0.72% | +0.06% | -0.90% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.70% | — | +2.18% | |
| 39 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.70% | — | -0.90% | |
| 40 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.69% | — | +27.90% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | — | +1.38% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | — | -0.03% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | +0.67% | NEW | |
| 44 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.66% | — | +0.93% | |
| 45 | GLW | Corning INC | 股票-科技 | 0.65% | +0.15% | +37.95% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.64% | — | +1.30% | |
| 47 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.63% | — | +3.83% | |
| 48 | CLX | Clorox Company | 股票-非周期性消费 | 0.62% | +0.58% | +1695.76% | |
| 49 | LEG | Leggett & Platt INC | 股票-周期性消费 | 0.61% | +0.10% | +23.83% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | -0.61% |
1–50 of 894
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Edge Advisors, LLC 在 2018-06-30 最显著的持仓异动： 新建仓: Invesco Qqq Trust Series 1 (QQQ); 清仓: ; 清仓: Alliance Resource Partners, L.P. (ARLP); 加仓: Procter & Gamble Co/the (PG) — 股数 +559.99%; 加仓: Hasbro INC (HAS) — 股数 +19708.72%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.8% | +559.99% | 加仓 |
| 2 | HAS | Hasbro INC | +0.6% | +19708.72% | 加仓 |
| 3 | CLX | Clorox Company | +0.6% | +1695.76% | 加仓 |
| 4 | BP | Bp Plc-spons Adr | +0.6% | +51.16% | 加仓 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +77.05% | 加仓 |
| 6 | VZ | Verizon Communications INC | +0.3% | +323.71% | 加仓 |
| 7 | WMB | Williams Cos INC | +0.3% | +250.38% | 加仓 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +19.03% | 加仓 |
| 9 | ARLP | Alliance Resource Partners | +0.2% | +1277.45% | 加仓 |
| 10 | COR1EUR | Coresite Realty CORP | +0.2% | +25.50% | 加仓 |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +40.27% | 加仓 |
| 12 | VFMO | Vanguard US Momentum Factor | +0.2% | +90.73% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +0.86% | 加仓 |
| 14 | GLW | Corning INC | +0.2% | +37.95% | 加仓 |
| 15 | CCI | Crown Castle INC | +0.1% | +30.53% | 加仓 |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +25.14% | 加仓 |
| 17 | LEG | Leggett & Platt INC | +0.1% | +23.83% | 加仓 |
| 18 | IPG | Interpublic Group Of Cos INC | +0.1% | +86.65% | 加仓 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | +4.82% | 加仓 |
| 20 | TXN | Texas Instruments INC | +0.1% | +11.33% | 加仓 |
| 21 | MSFT | Microsoft CORP | +0.1% | +1.41% | 加仓 |
| 22 | OKE | Oneok INC | +0.1% | -6.88% | 减仓 |
| 23 | SNY | Sanofi-adr | +0.1% | +16.05% | 加仓 |
| 24 | EPD | Enterprise Products Partners | +0.1% | -2.93% | 减仓 |
| 25 | NBL2EUR | Noble Energy INC | +0.1% | -0.90% | 减仓 |
| 26 | ✓ | 0% | +14.08% | 加仓 | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | 0% | +6.25% | 加仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.10% | 加仓 |
| 29 | WRKUSD | Westrock Co | -0.1% | -98.64% | 减仓 |
| 30 | RHP | Ryman Hospitality Properties | -0.1% | -92.39% | 减仓 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -14.93% | 减仓 |
| 32 | AEO | American Eagle Outfitters | -0.1% | -45.95% | 减仓 |
| 33 | MINT | Pimco Enhanced Short Maturit | -0.2% | -63.00% | 减仓 |
| 34 | BBTUSD | Bb&t CORP | -0.2% | -12.61% | 减仓 |
| 35 | ✓ | -0.2% | -68.87% | 减仓 | |
| 36 | D | Dominion Energy, Inc. | -0.2% | -82.37% | 减仓 |
| 37 | EEM | Ishares Msci Emerging Market | -0.2% | -25.94% | 减仓 |
| 38 | INTC | Intel CORP | -0.2% | -43.24% | 减仓 |
| 39 | EQMUSD | Eqm Midstream Partners LP | -0.3% | -67.42% | 减仓 |
| 40 | ✓ | -0.3% | -99.98% | 减仓 | |
| 41 | UPS | United Parcel Service-cl B | -0.3% | -93.61% | 减仓 |
| 42 | JWNUSD | Nordstrom INC | -0.3% | -99.51% | 减仓 |
| 43 | VYM | Vanguard High Dvd Yield ETF | -0.3% | +0.52% | 加仓 |
| 44 | JNJ | Johnson & Johnson | -0.4% | -16.86% | 减仓 |
| 45 | SWK | Stanley Black & Decker INC | -0.4% | -99.22% | 减仓 |
| 46 | VOD | Vodafone Group Plc-sp Adr | -0.4% | -24.49% | 减仓 |
| 47 | CVS | Cvs Health CORP | -0.5% | -86.86% | 减仓 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 49 | ✓ | — | EXIT | 清仓 | |
| 50 | ARLP | Alliance Resource Partners, L.P. | — | EXIT | 清仓 |
FAQ
Edge Advisors, LLC 是什么机构？属于哪种投资人类型？
Edge Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2018-06-30），该机构追踪的股票投资组合估值约为 US$11.2亿，分布在 1193 个已申报仓位之中。
Edge Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Edge Advisors, LLC 按市值排列的前几大持股为：
1. Vanguard High Dvd Yield ETF (VYM) — US$8531.9万 (7.6%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$5366.5万 (4.8%)
3. Coca-cola Co/the (KO) — US$4866.5万 (4.3%)
4. Vanguard Ftse Developed ETF (VEA) — US$3046.7万 (2.7%)
5. Exxon Mobil CORP (XOM) — US$2837.3万 (2.5%)
Edge Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Edge Advisors, LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 26 个既有持股、减仓 21 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Invesco Qqq Trust Series 1 (QQQ); 清仓: ; 清仓: Alliance Resource Partners, L.P. (ARLP); 加仓: Procter & Gamble Co/the (PG) — 股数 +559.99%; 加仓: Hasbro INC (HAS) — 股数 +19708.72%
Edge Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Edge Advisors, LLC 的主要板块分布如下：
• Information Technology: 24.8%
• Consumer Staples: 23.0%
• Energy: 14.2%
• Health Care: 12.7%
• Financials: 9.0%
• Communication Services: 8.1%
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