CX Institutional — Q4 2020 13F 持股

Name: CX Institutional — 13F Holdings, Q4 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001737089

申报总市值

US$34.6亿

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本季完整持股清单

仅显示前 200 大持股（共 855 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	4.10%	-1.10%	+0.66%
2	VO	Vanguard Mid-cap ETF	ETF-其他	3.87%	+0.23%	+9.25%
3	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-其他	3.85%	-0.94%	+9.85%
4	VV	Vanguard Large-cap ETF	ETF-其他	3.52%	—	-8.01%
5	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	2.21%	-0.41%	+8.73%
6	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.59%	—	-0.98%
7	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	1.56%	—	-9.10%
8	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	1.55%	—	+11.45%
9	VB	Vanguard Small-cap ETF	ETF-其他	1.46%	—	+17.65%
10	URTH	Ishares Msci World ETF	ETF-其他	1.44%	—	-20.11%
11	MUB	Ishares National Muni Bond E	ETF-其他	1.33%	—	+16.51%
12	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	1.33%	+1.09%	+5.25%
13	ITM	Vaneck Intermediate Muni ETF	ETF-其他	1.26%	-0.64%	+12.49%
14	VUG	Vanguard Growth ETF	ETF-其他	1.24%	—	-17.27%
15	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.10%	-0.32%	+23.52%
16	FLOT	Ishares Floating Rate Bond E	ETF-其他	1.10%	—	+9.24%
17	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	1.00%	—	+10.50%
18	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.99%	—	-0.12%
19	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.94%	—	-9.61%
20	AAPL	Apple INC	股票-科技	0.89%	+0.07%	-13.65%
21	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	0.85%	—	+12.93%
22	DON	Wisdomtree US Midcap Dividen	ETF-其他	0.80%	—	-11.37%
23	DLN	Wisdomtree US Largecap Divid	ETF-其他	0.80%	—	-8.74%
24	UNH	Unitedhealth Group INC	股票-医疗保健	0.79%	—	-8.02%
25	XLI	Ss Industrial Select Sector	ETF-其他	0.78%	—	-14.13%
26	XLC	Ss Comm Select Sector Spdr	ETF-其他	0.77%	—	-11.44%
27	XLB	Ss Materials Select Sector	ETF-其他	0.77%	—	-14.15%
28	XLK	Ss Technology Select Sector	ETF-科技型	0.77%	+0.14%	-12.53%
29	MBB	Ishares Mbs ETF	ETF-其他	0.76%	—	+10.04%
30	XLY	Ss Consumer Disc Select Sect	ETF-其他	0.76%	—	-14.39%
31	XLV	Ss Health Care Select Sector	ETF-其他	0.75%	—	-6.65%
32	IGHG	Proshares Ig Hedged	ETF-其他	0.74%	—	+7.00%
33	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.73%	—	+43.52%
34	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.73%	—	-9.68%
35	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.72%	—	—
36	MSFT	Microsoft CORP	股票-科技	0.70%	—	+6.43%
37	XLRE	Ss Real Estate Select Sector	ETF-其他	0.70%	—	+2517.15%
38	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投资级债	0.67%	—	+5.92%
39	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.66%	—	+9.35%
40	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.65%	—	+3.57%
41	LVHD	Franklin U.s. Low Volatility	ETF-其他	0.62%	—	-8.96%
42	CMCSA	Comcast Corp-class A	股票-通信服务	0.60%	—	-20.93%
43	HON	Honeywell International INC	股票-工业	0.60%	—	-13.52%
44	AMGN	Amgen INC	股票-医疗保健	0.58%	—	-6.65%
45	VOE	Vanguard Mid-cap Value ETF	ETF-其他	0.57%	—	+27.93%
46	ORCL	Oracle CORP	股票-科技	0.54%	—	-18.66%
47	JNJ	Johnson & Johnson	股票-医疗保健	0.54%	—	-1.24%
48	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.54%	—	+81.25%
49	DEM	Wisdomtree Emerging Markets	ETF-新兴市场	0.53%	—	-8.96%
50	PEP	Pepsico INC	股票-非周期性消费	0.53%	—	-14.21%

1–50 of 200

本季持股变动

CX Institutional 于截至 Q4 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	XLRE	Ss Real Estate Select Sector	+0.7%	+2517.15%	加仓
2	VO	Vanguard Mid-cap ETF	+0.5%	+9.25%	加仓
3	GSLC	Goldman Activebeta US Lc ETF	+0.5%	+34290.00%	加仓
4	MTUM	Ishares Msci USA Momentum Fa	+0.4%	+17179.11%	加仓
5	IEF	Ishares 7-10 Year Treasury B	+0.4%	+24564.23%	加仓
6	VB	Vanguard Small-cap ETF	+0.4%	+17.65%	加仓
7	EWA	Ishares Msci Australia ETF	+0.3%	+93783.45%	加仓
8	JPST	Jpmorgan Ultra-short Income	+0.3%	+293409.52%	加仓
9	IWF	Ishares Russell 1000 Growth	+0.3%	+1945.55%	加仓
10	SCZ	Ishares Msci Eafe Small-cap	+0.2%	+43.52%	加仓
11	IUSG	Ishares Core S&p U.s. Growth	+0.2%	+81.25%	加仓
12	IEFA	Ishares Core Msci Eafe ETF	+0.2%	+23.52%	加仓
13	BRK-B	Berkshire Hathaway Inc-cl B	+0.2%	+888.83%	加仓
14	VCR	Vanguard Consumer Discre ETF	+0.2%	+6614.05%	加仓
15	IYT	Ishares US Transportation Et	+0.2%	+161433.33%	加仓
16	TSLA	Tesla INC	+0.2%	+2802.11%	加仓
17	VOE	Vanguard Mid-cap Value ETF	+0.1%	+27.93%	加仓
18	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.1%	+12.93%	加仓
19	MUB	Ishares National Muni Bond E	+0.1%	+16.51%	加仓
20	IVV	Ishares Core S&p 500 ETF	0%	+0.66%	加仓
21	TFI	Ss Spdr N Ice Muni Bond ETF	0%	+11.45%	加仓
22	BNDX	Vanguard Total Intl Bond ETF	-0.1%	+8.73%	加仓
23	SPTI	Ss Spdr P Int Term Tsy ETF	-0.1%	+9.85%	加仓
24	PGALUSD	Global X Msci Portugal ETF	-0.2%	-95.24%	减仓
25	ERUS	Ishares Msci Russia ETF	-0.2%	-95.36%	减仓
26	EWZ	Ishares Msci Brazil ETF	-0.2%	-95.36%	减仓
27	EWH	Ishares Msci Hong Kong ETF	-0.2%	-95.23%	减仓
28	ENOR	Ishares Msci Norway ETF	-0.2%	-95.29%	减仓
29	EWK	Ishares Msci Belgium ETF	-0.2%	-95.24%	减仓
30	INDA	Ishares Msci India ETF	-0.3%	-95.19%	减仓
31	EDEN	Ishares Msci Denmark ETF	-0.3%	-95.32%	减仓
32	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.4%	-45.60%	减仓
33	XLF	Ss Financial Select Sector	-0.8%	-95.34%	减仓
34	SPTS	Ss Spdr P St Term Tsy ETF	-1.2%	-64.89%	减仓
35	QUAL	Ishares Msci USA Quality Fac	—	NEW	新建仓
36	SCHG	Schwab US Large-cap Growth	—	NEW	新建仓
37	EIS	Ishares Msci Israel ETF	—	NEW	新建仓
38	EWI	Ishares Msci Italy ETF	—	NEW	新建仓
39	EWN	Ishares Msci Netherlands ETF	—	NEW	新建仓
40	EWQ	Ishares Msci France ETF	—	NEW	新建仓
41	EWU	Ishares Msci United Kingdom	—	NEW	新建仓
42	EWD	Ishares Msci Sweden ETF	—	NEW	新建仓
43	EWG	Ishares Msci Germany ETF	—	NEW	新建仓
44	AAXJ	Ishares Msci All Country Asi	—	NEW	新建仓
45	MGK	Vanguard Mega Cap Growth ETF	—	NEW	新建仓
46	VIS	Vanguard Industrials ETF	—	NEW	新建仓
47	XRT	Ss Spdr S&p Retail ETF	—	NEW	新建仓
48	REZ	Ishars Res And Multi Reales	—	NEW	新建仓
49	VDC	Vanguard Consumer Staple ETF	—	NEW	新建仓
50	IYJ	Ishares U.s. Industrials ETF	—	NEW	新建仓