Bellwether Investment Group, LLC 13F 持仓 · 最近申报 2017年Q4

Bellwether Investment Group 在 2017年Q4（报告期截至 2017-12-31）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 2,492.70 万美元。前几大持仓：FV（6.79%）、HD（4.81%）、JNJ（3.96%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 6 只。

排名	代码	公司	市值	占组合	股数	变动
1	FV	FIRST TR EXCH TRD FD VI DORSEY WRIGHT FOCUS 5	$1.7M	6.79%	61,409	增持
2	HD	HOME DEPOT INCORPORATED	$1.2M	4.81%	6,336	增持
3	JNJ	JOHNSON & JOHNSON	$988,000	3.96%	7,074	增持
4	MSFT	MICROSOFT CORPORATION	$808,000	3.24%	9,456	减持
5	GDV	GABELLI DIVD & INCOME TR	$774,000	3.11%	33,064	持平
6	UNH	UNITEDHEALTH GROUP INCORPORATED	$682,000	2.74%	3,097	减持
7	AAPL	APPLE INCORPORATED	$650,000	2.61%	3,838	增持
8	FDN	FIRST TRUST DOW JONES INTERNET	$640,000	2.57%	5,830	减持
9	QTEC	FIRST TR NASDAQ100 TECH INDEX SHS	$619,000	2.48%	8,618	增持
10	FTXO	FIRST TRUST ETF VI NASDAQ BK ETF	$604,000	2.42%	20,576	增持
11	FXL	FIRST TRUST ETF II TECHNOLOGY ALPHADEX	$584,000	2.34%	11,380	新建仓
12	FXR	FIRST TRUST ETF II INDLS PROD DURABLE	$551,000	2.21%	13,595	减持
13	CRM	SALESFORCE COM INCORPORATED	$537,000	2.15%	5,260	持平
14	PFE	PFIZER INCORPORATED	$532,000	2.13%	14,693	增持
15	KO	COCA COLA COMPANY	$523,000	2.10%	11,410	持平
16	FFA	FIRST TR ENHANCED EQTY INCORPORATED FD	$510,000	2.05%	31,522	增持
17	VTI	VANGUARD TOTAL STOCK MARKET ETF	$463,000	1.86%	3,377	增持
18	IWM	ISHARES TR RUSSELL 2000 ETF	$455,000	1.83%	2,985	增持
19	BDX	BECTON DICKINSON & COMPANY	$442,000	1.77%	2,069	增持
20	MCD	MCDONALDS CORPORATION	$388,000	1.56%	2,255	增持
21	FAD	FIRST TRUST MULTI CAP GRO ALPHADEX FD	$368,000	1.48%	5,615	增持
22	LMT	LOCKHEED MARTIN CORPORATION	$356,000	1.43%	1,111	持平
23	EPD	ENTERPRISE PRODUCTS PARTNERS L P	$355,000	1.42%	13,413	减持
24	BABA	ALIBABA GROUP HLDG LTD SPONSORED ADS	$344,000	1.38%	1,999	新建仓
25	BRKB	BERKSHIRE HATHAWAY INC DEL CLASS B NEW	$323,000	1.30%	1,633	减持

来源：SEC 13F 申报文件 · 截至 2017-12-31

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