h****e 发帖数: 2153 | 1 盘前进了200股,不多。里面没有baba,bidu权重1%。
GOOGL 权重低了些,盘后补了一点
Top 25 Holdings
% Portfolio
Weight
Shares
Owned
Shares
Change
Sector
Style
First Bought
Latest Analyst
Report
Country
YTD Return
P/E
Portfolio Date: 10/25/2017
YTD Return Date: 10/25/2017
Increase Decrease New to Portfolio
Apple Inc 11.62 39,579,279 735,392 03/31/
2002 08/02/2017 United States
36.63
17.71
Microsoft Corp 8.71 59,019,452 1,096,522 05/
07/2017 08/30/2017 United States
28.42
29.01
Amazon.com Inc 6.72 3,681,007 68,340 03/31/
2002 07/31/2017 United States
29.74
247.56
Facebook Inc A 5.81 18,163,051 337,412 12/31
/2012 07/31/2017 United States
48.28
38.17
Alphabet Inc C 4.87 2,664,580 49,446 04/03/
2014 09/27/2017 United States
26.11
35.29
Alphabet Inc A 4.25 2,283,953 42,478 06/30/
2006 09/27/2017 United States
25.11
35.95
Intel Corp 2.76 36,006,831 669,062 03/31/
2002 07/28/2017 United States
14.65
15.56
Comcast Corp Class A 2.49 36,044,592 669,732
12/31/2002 10/20/2017 United States
8.04
18.55
Cisco Systems Inc 2.47 38,313,600 711,808 03
/31/2002 08/18/2017 United States
17.24
18.05
Amgen Inc 1.86 5,591,284 103,850 03/31/2002
05/22/2017 United States
23.76
16.17
NVIDIA Corp 1.67 4,597,623 85,358 06/30/2006
08/10/2017 United States
81.82
55.02
Gilead Sciences Inc 1.50 10,006,801 185,858
05/07/2017 10/03/2017 United States
13.74
8.67
Broadcom Ltd 1.44 3,115,601 57,888 12/31/
2011 03/02/2017 China
40.79
187.65
Texas Instruments Inc 1.36 7,586,378 140,968
04/30/2012 10/24/2017 United States
33.37
23.95
The Priceline Group Inc 1.36 375,924 6,968
10/31/2009 08/09/2017 United States
31.56
40.97
The Kraft Heinz Co 1.35 9,334,982 173,396 04
/09/2013 08/07/2017 United States
-9.35
24.79
Celgene Corp 1.34 5,994,925 111,354 10/31/
2005 02/27/2017 United States
3.29
37.13
Charter Communications Inc A 1.28 1,976,088 36,716
07/24/2013 02/12/2009 United States
19.79
—
PayPal Holdings Inc 1.23 9,213,620 171,252
11/10/2015 10/19/2017 United States
79.93
55.48
Adobe Systems Inc 1.22 3,780,823 70,216 03/
31/2002 10/19/2017 United States
66.91
54.03
Netflix Inc 1.20 3,308,494 61,506 06/05/2013
10/16/2017 United States
56.52
193.77
Qualcomm Inc 1.14 11,310,549 210,112 03/31/
2002 04/20/2017 United States
-14.86
20.63
Starbucks Corp 1.12 11,064,185 205,556 03/31
/2002 08/02/2017 United States
-1.10
27.35
Walgreens Boots Alliance Inc 1.07 8,199,838 152,358
03/20/2015 08/30/2017 United States
-14.80
17.52
Baidu Inc ADR 1.04 2,111,351 39,262 — 12/31/
2007 09/04/2017 China
59.99
48.70 | h****e 发帖数: 2153 | 2 It's never late to buy bulls.
【在 h****e 的大作中提到】 : 盘前进了200股,不多。里面没有baba,bidu权重1%。 : GOOGL 权重低了些,盘后补了一点 : Top 25 Holdings : % Portfolio : Weight : Shares : Owned : Shares : Change : Sector
| h****e 发帖数: 2153 | 3 长见识了,从来没见过一个指数基金一天3%的。
【在 h****e 的大作中提到】 : 盘前进了200股,不多。里面没有baba,bidu权重1%。 : GOOGL 权重低了些,盘后补了一点 : Top 25 Holdings : % Portfolio : Weight : Shares : Owned : Shares : Change : Sector
| I*******a 发帖数: 1124 | 4 球球球这几个月来其实是underperforming的,今天算是补涨了。
【在 h****e 的大作中提到】 : 长见识了,从来没见过一个指数基金一天3%的。
| h****e 发帖数: 2153 | 5 盘前进了200股,不多。里面没有baba,bidu权重1%。
GOOGL 权重低了些,盘后补了一点
Top 25 Holdings
% Portfolio
Weight
Shares
Owned
Shares
Change
Sector
Style
First Bought
Latest Analyst
Report
Country
YTD Return
P/E
Portfolio Date: 10/25/2017
YTD Return Date: 10/25/2017
Increase Decrease New to Portfolio
Apple Inc 11.62 39,579,279 735,392 03/31/
2002 08/02/2017 United States
36.63
17.71
Microsoft Corp 8.71 59,019,452 1,096,522 05/
07/2017 08/30/2017 United States
28.42
29.01
Amazon.com Inc 6.72 3,681,007 68,340 03/31/
2002 07/31/2017 United States
29.74
247.56
Facebook Inc A 5.81 18,163,051 337,412 12/31
/2012 07/31/2017 United States
48.28
38.17
Alphabet Inc C 4.87 2,664,580 49,446 04/03/
2014 09/27/2017 United States
26.11
35.29
Alphabet Inc A 4.25 2,283,953 42,478 06/30/
2006 09/27/2017 United States
25.11
35.95
Intel Corp 2.76 36,006,831 669,062 03/31/
2002 07/28/2017 United States
14.65
15.56
Comcast Corp Class A 2.49 36,044,592 669,732
12/31/2002 10/20/2017 United States
8.04
18.55
Cisco Systems Inc 2.47 38,313,600 711,808 03
/31/2002 08/18/2017 United States
17.24
18.05
Amgen Inc 1.86 5,591,284 103,850 03/31/2002
05/22/2017 United States
23.76
16.17
NVIDIA Corp 1.67 4,597,623 85,358 06/30/2006
08/10/2017 United States
81.82
55.02
Gilead Sciences Inc 1.50 10,006,801 185,858
05/07/2017 10/03/2017 United States
13.74
8.67
Broadcom Ltd 1.44 3,115,601 57,888 12/31/
2011 03/02/2017 China
40.79
187.65
Texas Instruments Inc 1.36 7,586,378 140,968
04/30/2012 10/24/2017 United States
33.37
23.95
The Priceline Group Inc 1.36 375,924 6,968
10/31/2009 08/09/2017 United States
31.56
40.97
The Kraft Heinz Co 1.35 9,334,982 173,396 04
/09/2013 08/07/2017 United States
-9.35
24.79
Celgene Corp 1.34 5,994,925 111,354 10/31/
2005 02/27/2017 United States
3.29
37.13
Charter Communications Inc A 1.28 1,976,088 36,716
07/24/2013 02/12/2009 United States
19.79
—
PayPal Holdings Inc 1.23 9,213,620 171,252
11/10/2015 10/19/2017 United States
79.93
55.48
Adobe Systems Inc 1.22 3,780,823 70,216 03/
31/2002 10/19/2017 United States
66.91
54.03
Netflix Inc 1.20 3,308,494 61,506 06/05/2013
10/16/2017 United States
56.52
193.77
Qualcomm Inc 1.14 11,310,549 210,112 03/31/
2002 04/20/2017 United States
-14.86
20.63
Starbucks Corp 1.12 11,064,185 205,556 03/31
/2002 08/02/2017 United States
-1.10
27.35
Walgreens Boots Alliance Inc 1.07 8,199,838 152,358
03/20/2015 08/30/2017 United States
-14.80
17.52
Baidu Inc ADR 1.04 2,111,351 39,262 — 12/31/
2007 09/04/2017 China
59.99
48.70 | h****e 发帖数: 2153 | 6 It's never late to buy bulls.
【在 h****e 的大作中提到】 : 盘前进了200股,不多。里面没有baba,bidu权重1%。 : GOOGL 权重低了些,盘后补了一点 : Top 25 Holdings : % Portfolio : Weight : Shares : Owned : Shares : Change : Sector
| h****e 发帖数: 2153 | 7 长见识了,从来没见过一个指数基金一天3%的。
【在 h****e 的大作中提到】 : 盘前进了200股,不多。里面没有baba,bidu权重1%。 : GOOGL 权重低了些,盘后补了一点 : Top 25 Holdings : % Portfolio : Weight : Shares : Owned : Shares : Change : Sector
| I*******a 发帖数: 1124 | 8 球球球这几个月来其实是underperforming的,今天算是补涨了。
【在 h****e 的大作中提到】 : 长见识了,从来没见过一个指数基金一天3%的。
| h****e 发帖数: 2153 | 9 几大成分股轮番轰炸QQQ,一路凯歌!
【在 h****e 的大作中提到】 : 盘前进了200股,不多。里面没有baba,bidu权重1%。 : GOOGL 权重低了些,盘后补了一点 : Top 25 Holdings : % Portfolio : Weight : Shares : Owned : Shares : Change : Sector
| G**Y 发帖数: 33224 | 10 you can also look at VGT
【在 h****e 的大作中提到】 : 盘前进了200股,不多。里面没有baba,bidu权重1%。 : GOOGL 权重低了些,盘后补了一点 : Top 25 Holdings : % Portfolio : Weight : Shares : Owned : Shares : Change : Sector
| h****e 发帖数: 2153 | 11 good call
thx!
【在 G**Y 的大作中提到】 : you can also look at VGT
| h****e 发帖数: 2153 | 12 我之前知道有FTEC,其实和VGT的holding是一样的 (360只IT股票),而ftec的费用更
低(虽然都已经很低了),所以更好。
但是他的抗风险能力不如QQQ,因为qqq的板块更广(互联网,大数据,半导体,生药,
通讯,utility),但是都是各个行业的龙头,所以他的抗风险能力要远远超过VGT和
FTEC。现在互联网股票都在高位,不推荐裸多VGT或者FTEC。
【在 G**Y 的大作中提到】 : you can also look at VGT
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