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Investors Capital Advisory Services 13F 持仓 · 最近申报 2016年Q2

Investors Capital Advisory Services 在 2016年Q2(报告期截至 2016-06-30)的 SEC 13F 申报中报告了 698 只证券,申报市值合计 5.21 亿美元。前几大持仓:AAPL(1.68%)、GE(1.47%)、T(1.47%)。本季前 25 大持仓中:增持 13 只、减持 12 只。

排名代码公司市值占组合股数变动
1AAPLAPPLE INC COM$8.7M1.68%91,526增持
2GEGENERAL ELECTRIC CO COM$7.7M1.47%243,864减持
3TAT&T INC COM$7.7M1.47%177,137减持
4MAMASTERCARD INC CL A COM$7.4M1.43%84,527减持
5XLVSELECT SECTOR SPDR TR HEALTH CARE$5.3M1.02%74,174增持
6MOALTRIA GROUP INC COM$5.1M0.97%73,656减持
7QQQPOWERSHARES QQQ TR UNIT SER 1$4.8M0.92%44,561减持
8XOMEXXON MOBIL CORP COM$4.8M0.92%51,108增持
9XLKSELECT SECTOR SPDR TR TECHNOLOGY$4.5M0.87%104,712增持
10SPYSPDR S&P 500 ETF TR TR UNIT$4.5M0.86%21,387减持
11VZVERIZON COMMUNICATIONS INC COM$4.5M0.86%80,738增持
12DBEFDEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF$4.5M0.85%178,337增持
13KOCOCA COLA COMPANY$4.2M0.81%92,731增持
14PFEPFIZER INC COM$4.1M0.79%117,716增持
15JNJJOHNSON & JOHNSON COM$4.0M0.77%33,242减持
16LQDISHARES TR IBOXX USD INVT GRADE CORP BD ETF$3.9M0.75%32,002增持
17IEFISHARES TR BARCLAYS 7-10 YR TREAS BD ETF$3.6M0.68%31,633增持
18BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW$3.5M0.67%24,085减持
19MSFTMICROSOFT CORP COM$3.5M0.67%68,717增持
20EPDENTERPRISE PRODS PARTNERS L P COM UNIT$3.5M0.66%117,975减持
21MMPMAGELLAN MIDSTREAM PARTNERS LP COM UNIT REPSTG LTD PARTNER INT$3.4M0.65%44,446减持
22EFAVISHARES MSCI EAFE MINIMUM VOLATILITY ETF$3.3M0.64%50,009增持
23VVISA INC COM CL A$3.3M0.63%44,050增持
24DISDISNEY WALT CO DISNEY COM$3.1M0.59%31,679减持
25METAFACEBOOK INC CL A$3.0M0.58%26,428减持

来源:SEC 13F 申报文件 · 截至 2016-06-30

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