Adams Hall Wealth Advisors, LLC 13F 持仓 · 最近申报 2014年Q2
Adams Hall Wealth Advisors 在 2014年Q2(报告期截至 2014-06-30)的 SEC 13F 申报中报告了 353 只证券,申报市值合计 9.02 亿美元。前几大持仓:VNQ(8.56%)、BIDU(7.02%)、IVV(4.57%)。本季前 25 大持仓中:新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | $77.2M | 8.56% | 1.0M | 新建仓 |
| 2 | BIDU | BAIDU INC | $63.3M | 7.02% | 338,919 | 新建仓 |
| 3 | IVV | ISHARES | $41.2M | 4.57% | 209,100 | 新建仓 |
| 4 | EFA | ISHARES | $35.7M | 3.96% | 522,468 | 新建仓 |
| 5 | MWE | MARKWEST ENERGY PARTNERS L P | $28.6M | 3.18% | 400,175 | 新建仓 |
| 6 | IJH | ISHARES | $21.0M | 2.33% | 146,787 | 新建仓 |
| 7 | EMDD | EGA EMERGING GLOBAL SHS TR | $19.8M | 2.19% | 840,720 | 新建仓 |
| 8 | SPY | SPDR S&P 500 ETF TR | $18.1M | 2.01% | 106,514 | 新建仓 |
| 9 | PRFZ | POWERSHARES ETF TRUST | $17.9M | 1.99% | 177,880 | 新建仓 |
| 10 | BKLN | POWERSHARES ETF TRUST II | $17.6M | 1.95% | 708,532 | 新建仓 |
| 11 | AAPL | APPLE INC | $16.1M | 1.78% | 172,759 | 新建仓 |
| 12 | AN | AUTONATION INC | $15.3M | 1.70% | 256,549 | 新建仓 |
| 13 | XOM | EXXON MOBIL CORP | $13.8M | 1.53% | 176,757 | 新建仓 |
| 14 | PCL | PLUM CREEK TIMBER CO INC | $13.2M | 1.46% | 292,917 | 新建仓 |
| 15 | WY | WEYERHAEUSER CO | $11.8M | 1.31% | 356,024 | 新建仓 |
| 16 | WMB | WILLIAMS COS INC DEL | $11.6M | 1.29% | 199,262 | 新建仓 |
| 17 | IWD | ISHARES | $11.4M | 1.27% | 112,993 | 新建仓 |
| 18 | UPS | UNITED PARCEL SERVICE INC | $11.4M | 1.27% | 111,142 | 新建仓 |
| 19 | EEMV | ISHARES | $10.6M | 1.18% | 176,844 | 新建仓 |
| 20 | HRL | HORMEL FOODS CORP | $9.2M | 1.02% | 186,006 | 新建仓 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.0M | 1.00% | 71,021 | 新建仓 |
| 22 | AMJ | JPMORGAN CHASE & CO | $8.7M | 0.97% | 166,812 | 新建仓 |
| 23 | EEM | ISHARES | $7.8M | 0.87% | 181,588 | 新建仓 |
| 24 | HPY | HEARTLAND PMT SYS INC | $7.8M | 0.87% | 189,973 | 新建仓 |
| 25 | IWR | ISHARES | $7.4M | 0.83% | 45,783 | 新建仓 |
来源:SEC 13F 申报文件 · 截至 2014-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR