CX Institutional — Q1 2020 13F 持股

Name: CX Institutional — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001737089

申报总市值

US$34.6亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 768 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	6.46%	—	+42013.00%
2	VV	Vanguard Large-cap ETF	ETF-其他	4.38%	—	+140.23%
3	VO	Vanguard Mid-cap ETF	ETF-其他	3.56%	+0.23%	+142.75%
4	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	3.49%	—	—
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	3.05%	-1.10%	+51.65%
6	URTH	Ishares Msci World ETF	ETF-其他	3.00%	—	+23.35%
7	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	2.99%	—	+557579.44%
8	ITOT	Ishares Core S&p Total U.s.	ETF-其他	2.73%	—	+0.02%
9	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	2.35%	—	+300.72%
10	DLN	Wisdomtree US Largecap Divid	ETF-其他	2.19%	—	+136.85%
11	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	1.71%	—	-9.08%
12	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.54%	—	+11.62%
13	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.53%	—	+27.36%
14	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	1.41%	+1.09%	+13.82%
15	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	1.40%	—	+0.25%
16	VB	Vanguard Small-cap ETF	ETF-其他	1.27%	—	+59.08%
17	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	1.17%	—	+21.70%
18	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	1.12%	—	+6.32%
19	XLK	Ss Technology Select Sector	ETF-科技型	1.05%	+0.14%	+147.38%
20	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.01%	—	—
21	XLI	Ss Industrial Select Sector	ETF-其他	0.98%	—	+222.26%
22	XLB	Ss Materials Select Sector	ETF-其他	0.98%	—	—
23	XLC	Ss Comm Select Sector Spdr	ETF-其他	0.97%	—	—
24	IDV	Ishares International Select	ETF-其他	0.96%	—	+16.28%
25	XLF	Ss Financial Select Sector	ETF-其他	0.96%	—	—
26	XLV	Ss Health Care Select Sector	ETF-其他	0.88%	—	—
27	EFA	Ishares Msci Eafe ETF	ETF-其他	0.86%	—	+386.88%
28	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.82%	—	—
29	REGL	Prshrs S&p Mid 400 Dvd Arist	ETF-其他	0.81%	—	—
30	GIGB	Goldman Sachs Inv Grd CORP	ETF-避险与商品	0.80%	—	+141.43%
31	AMGN	Amgen INC	股票-医疗保健	0.76%	—	+41.04%
32	UNH	Unitedhealth Group INC	股票-医疗保健	0.74%	—	+86.46%
33	PEP	Pepsico INC	股票-非周期性消费	0.74%	—	+304.58%
34	VUG	Vanguard Growth ETF	ETF-其他	0.70%	—	+55.66%
35	MSFT	Microsoft CORP	股票-科技	0.66%	—	+7.61%
36	ORCL	Oracle CORP	股票-科技	0.63%	—	+207.23%
37	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.59%	—	+137.00%
38	CMCSA	Comcast Corp-class A	股票-通信服务	0.58%	—	+97.32%
39	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	0.58%	—	—
40	COST	Costco Wholesale CORP	股票-非周期性消费	0.55%	—	+64.52%
41	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.55%	—	+312.24%
42	PGR	Progressive CORP	股票-金融	0.54%	—	+4590.27%
43	WMT	Walmart INC	股票-非周期性消费	0.53%	—	+85.92%
44	AXP	American Express Co	股票-金融	0.47%	—	+1331.36%
45	EWQ	Ishares Msci France ETF	ETF-其他	0.47%	—	—
46	EWP	Ishares Msci Spain ETF	ETF-其他	0.47%	—	—
47	EWH	Ishares Msci Hong Kong ETF	ETF-其他	0.47%	—	+21.07%
48	EWN	Ishares Msci Netherlands ETF	ETF-其他	0.46%	—	—
49	DVYE	Ishares Emerging Markets Div	ETF-新兴市场	0.46%	—	—
50	WM	Waste Management INC	股票-工业	0.46%	—	+72.90%

1–50 of 200

本季持股变动

CX Institutional 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	+6.4%	+42013.00%	加仓
2	SPTS	Ss Spdr P St Term Tsy ETF	+3%	+557579.44%	加仓
3	VV	Vanguard Large-cap ETF	+1.9%	+140.23%	加仓
4	USMV	Ishares Msci USA Min Vol Fac	+1.6%	+300.72%	加仓
5	VO	Vanguard Mid-cap ETF	+1.4%	+142.75%	加仓
6	DLN	Wisdomtree US Largecap Divid	+0.9%	+136.85%	加仓
7	EFA	Ishares Msci Eafe ETF	+0.6%	+386.88%	加仓
8	XLK	Ss Technology Select Sector	+0.5%	+147.38%	加仓
9	XLI	Ss Industrial Select Sector	+0.5%	+222.26%	加仓
10	PGR	Progressive CORP	+0.5%	+4590.27%	加仓
11	PEP	Pepsico INC	+0.5%	+304.58%	加仓
12	GIGB	Goldman Sachs Inv Grd CORP	+0.4%	+141.43%	加仓
13	IVV	Ishares Core S&p 500 ETF	+0.4%	+51.65%	加仓
14	STT	State Street CORP	-0.5%	-81.36%	减仓
15	PGALUSD	Global X Msci Portugal ETF	-0.5%	-99.55%	减仓
16	EWC	Ishares Msci Canada ETF	-0.5%	-99.57%	减仓
17	PNC	Pnc Financial Services Group	-0.5%	-95.56%	减仓
18	VLO	Valero Energy CORP	-0.6%	-38.17%	减仓
19	MO	Altria Group INC	-0.6%	-94.85%	减仓
20	USB	US Bancorp	-0.7%	-34.96%	减仓
21	CVS	Cvs Health CORP	-0.7%	-96.59%	减仓
22	TFI	Ss Spdr N Ice Muni Bond ETF	-0.8%	-60.81%	减仓
23	PSX	Phillips 66	-0.9%	-39.46%	减仓
24	DEM	Wisdomtree Emerging Markets	-1%	-98.31%	减仓
25	SMMV	Ishares Msci USA Small-cap M	-1%	-98.55%	减仓
26	ITOT	Ishares Core S&p Total U.s.	-1%	+0.02%	加仓
27	IWM	Ishares Russell 2000 ETF	-1%	-94.54%	减仓
28	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-1%	-85.35%	减仓
29	LGLV	Spdr US Lc Low Vol Idx	-1.1%	-98.00%	减仓
30	DON	Wisdomtree US Midcap Dividen	-1.4%	-98.80%	减仓
31	XSLV	Invesco S&p Smallcap Low Vol	-1.7%	-96.29%	减仓
32	GSLC	Goldman Activebeta US Lc ETF	-1.9%	-96.21%	减仓
33	IWR	Ishares Russell Mid-cap ETF	-2.2%	-93.30%	减仓
34	XMLV	Invesco S&p Midcap Low Volat	-2.3%	-97.27%	减仓
35	LVHD	Franklin U.s. Low Volatility	-2.8%	-92.23%	减仓
36	SDY	Ss Spdr S&p Dividend ETF	-3.6%	-98.77%	减仓
37	SPLV	Invesco S&p 500 Low Volatili	-5.6%	-98.49%	减仓
38	GBIL	Goldman Sachs Access Treasur	—	NEW	新建仓
39	XLY	Ss Consumer Disc Select Sect	—	NEW	新建仓
40	XLB	Ss Materials Select Sector	—	NEW	新建仓
41	XLC	Ss Comm Select Sector Spdr	—	NEW	新建仓
42	XLF	Ss Financial Select Sector	—	NEW	新建仓
43	XLV	Ss Health Care Select Sector	—	NEW	新建仓
44	SCZ	Ishares Msci Eafe Small-cap	—	NEW	新建仓
45	REGL	Prshrs S&p Mid 400 Dvd Arist	—	NEW	新建仓
46	EWQ	Ishares Msci France ETF	—	NEW	新建仓
47	EWP	Ishares Msci Spain ETF	—	NEW	新建仓
48	EWN	Ishares Msci Netherlands ETF	—	NEW	新建仓
49	DVYE	Ishares Emerging Markets Div	—	NEW	新建仓
50	DWX	State Street Spdr S&p Intern	—	NEW	新建仓