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Jacobus Wealth Management, Inc. 13F 持仓 · 最近申报 2017年Q3

Jacobus Wealth Management 在 2017年Q3(报告期截至 2017-09-30)的 SEC 13F 申报中报告了 205 只证券,申报市值合计 3.82 亿美元。前几大持仓:SPY(5.31%)、JPM(4.87%)、DGRW(4.17%)。本季前 25 大持仓中:增持 14 只、减持 9 只。

排名代码公司市值占组合股数变动
1SPYSPDR S&P 500 ETF$20.3M5.31%80,708增持
2JPMJP Morgan Chase$18.6M4.87%194,771增持
3DGRWWisdomTree US Dividend Growth ETF$15.9M4.17%417,098增持
4MDYSPDR S&P MidCap 400 ETF$14.7M3.86%45,141减持
5IHDGWisdomTree Int'l Hedged Dividend Growth ETF$14.7M3.84%478,918增持
6VIGVanguard Dividend Appreciation ETF$13.6M3.55%142,996减持
7DONWisdomTree US MidCap Div ETF$12.4M3.24%123,915减持
8IJRiShares S&P Small-Cap 600 ETF$11.2M2.93%150,806增持
9DESWisdomTree US SmallCap Div ETF$9.0M2.36%107,348增持
10BPBP PLC SADR$8.9M2.33%231,206持平
11SPLVPowerShares S&P 500 Low Volatility ETF$8.6M2.24%186,836减持
12HEDJWisdomTree Europe Hedged Equity ETF$8.2M2.16%127,513增持
13VOVanguard Mid Cap ETF$8.1M2.13%55,357增持
14CSFLCenterState Banks Inc$8.1M2.12%301,716减持
15DXJWisdomTree Japan Hedged Equity ETF$7.5M1.97%137,337增持
16FEIFirst Trust MLP & Energy Income CEF$7.0M1.83%458,242减持
17JPCNuveen Preferred Income Oppts CEF$7.0M1.83%661,222增持
18IWPiShares Russell Mid-Cap Growth ETF$6.6M1.72%58,205增持
19PFFiShares S&P US Preferred Stock ETF$5.8M1.51%148,351减持
20AIVLWisdomTree US Divd ex-Fin'ls ETF$5.5M1.45%65,622减持
21VEUVanguard FTSE All World ex-US ETF$5.5M1.45%105,030增持
22IWFiShares Russell 1000 Growth ETF$5.4M1.43%43,550增持
23ABBVAbbVie Inc$5.3M1.38%59,210持平
24DBEFDeutsche X-trackers MSCI EAFE Hedged Eq ETF$4.6M1.20%148,012减持
25VGTVanguard Information Technology ETF$4.4M1.16%29,195增持

来源:SEC 13F 申报文件 · 截至 2017-09-30

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