Vector Wealth Management, LLC 13F 持仓 · 最近申报 2016年Q4
Vector Wealth Management 在 2016年Q4（报告期截至 2016-12-31）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 1.42 亿美元。前几大持仓：SPY（14.30%）、SCHF（9.59%）、VWO（8.73%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $20.4M | 14.30% | 91,125 | 减持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $13.7M | 9.59% | 493,780 | 减持 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $12.4M | 8.73% | 347,625 | 减持 |
| 4 | AMJ | JPMORGAN CHASE & CO | $12.3M | 8.65% | 389,682 | 减持 |
| 5 | FEI | FIRST TR MLP & ENERGY INCOME | $7.7M | 5.40% | 476,591 | 增持 |
| 6 | SCHB | SCHWAB STRATEGIC TR | $6.7M | 4.67% | 122,846 | 增持 |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $5.9M | 4.15% | 133,985 | 减持 |
| 8 | VUG | VANGUARD INDEX FDS | $4.7M | 3.28% | 41,934 | 减持 |
| 9 | AAPL | APPLE INC | $4.4M | 3.09% | 37,971 | 减持 |
| 10 | VOE | VANGUARD INDEX FDS | $4.2M | 2.94% | 43,077 | 减持 |
| 11 | MMM | 3M CO | $4.2M | 2.93% | 23,349 | 减持 |
| 12 | KYN | KAYNE ANDERSON MLP INVT CO | $4.1M | 2.89% | 210,485 | 减持 |
| 13 | BSCH | CLAYMORE EXCHANGE TRD FD TR | $3.7M | 2.62% | 165,315 | 增持 |
| 14 | BSCI | CLAYMORE EXCHANGE TRD FD TR | $2.3M | 1.60% | 107,737 | 减持 |
| 15 | BND | VANGUARD BD INDEX FD INC | $1.9M | 1.32% | 23,213 | 增持 |
| 16 | EEM | ISHARES TR | $1.7M | 1.22% | 49,458 | 增持 |
| 17 | LII | LENNOX INTL INC | $1.5M | 1.08% | 10,015 | 增持 |
| 18 | HON | HONEYWELL INTL INC | $1.3M | 0.94% | 11,576 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $1.2M | 0.88% | 20,097 | 增持 |
| 20 | IVV | ISHARES TR | $1.1M | 0.77% | 4,855 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $1.0M | 0.73% | 11,503 | 减持 |
| 22 | WFC | WELLS FARGO & CO NEW | $1.0M | 0.72% | 18,564 | 减持 |
| 23 | BSV | VANGUARD BD INDEX FD INC | $896,000 | 0.63% | 11,283 | 新建仓 |
| 24 | GE | GENERAL ELECTRIC CO | $791,000 | 0.56% | 25,029 | 增持 |
| 25 | IJS | ISHARES TR | $804,000 | 0.56% | 5,745 | 持平 |
来源：SEC 13F 申报文件 · 截至 2016-12-31
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