CX Institutional — Q1 2023 13F 持股

Name: CX Institutional — 13F Holdings, Q1 2023
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 475 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	2.79%	-1.10%	+0.94%
2	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-其他	2.66%	-0.94%	+27.54%
3	VO	Vanguard Mid-cap ETF	ETF-其他	1.77%	+0.23%	-10.02%
4	SCHV	Schwab US Large-cap Value	ETF-其他	1.63%	—	+22.03%
5	JAAA	Janus Henderson Aaa Clo ETF	ETF-其他	1.58%	—	+30.60%
6	ITM	Vaneck Intermediate Muni ETF	ETF-其他	1.52%	-0.64%	+0.51%
7	SPBO	Ss Spdr P CORP Bond ETF	ETF-投资级公司债	1.52%	—	+145.85%
8	VV	Vanguard Large-cap ETF	ETF-其他	1.42%	—	-16.38%
9	SPMB	Ss Spdr P Mort Back Bond ETF	ETF-其他	1.33%	—	+9.40%
10	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.29%	—	+15.55%
11	AAPL	Apple INC	股票-科技	1.27%	+0.07%	+71.38%
12	MUB	Ishares National Muni Bond E	ETF-其他	1.24%	—	+2.07%
13	VB	Vanguard Small-cap ETF	ETF-其他	1.17%	—	+3.83%
14	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	1.17%	—	+46.60%
15	TAXF	American Century Diver Muni	ETF-其他	1.14%	—	+1.99%
16	JPST	Jpmorgan Ultra-short Income	ETF-其他	1.11%	—	+154.91%
17	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	1.09%	—	+463.91%
18	MSFT	Microsoft CORP	股票-科技	1.06%	—	+43.31%
19	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	1.02%	—	+31.38%
20	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	0.96%	—	+0.60%
21	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	0.96%	-0.41%	-30.67%
22	IAU	Ishares Gold Trust	ETF-避险与商品	0.95%	—	+4718.08%
23	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.95%	—	—
24	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.91%	—	+18.07%
25	QAI	Nyli Hdg Multi-str Trk ETF	ETF-其他	0.91%	—	+2359.39%
26	XLK	Ss Technology Select Sector	ETF-科技型	0.88%	+0.14%	+264.33%
27	VDE	Vanguard Energy ETF	ETF-其他	0.84%	—	+1704.72%
28	EWJ	Ishares Msci Japan ETF	ETF-其他	0.77%	—	+74.03%
29	EWN	Ishares Msci Netherlands ETF	ETF-其他	0.70%	—	—
30	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.70%	+0.16%	+150.07%
31	EWL	Ishares Msci Switzerland ETF	ETF-其他	0.70%	—	—
32	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.66%	+0.81%	+987.57%
33	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-其他	0.66%	—	+104.58%
34	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	0.65%	—	+225.39%
35	XLV	Ss Health Care Select Sector	ETF-其他	0.64%	—	+17.04%
36	BLOK	Amplify Blockchain Tech ETF	ETF-科技型	0.63%	—	+4247.09%
37	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	0.61%	—	+387.49%
38	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.61%	—	+11.26%
39	PG	Procter & Gamble Co/the	股票-非周期性消费	0.58%	—	+116.09%
40	IWD	Ishares Russell 1000 Value E	ETF-其他	0.58%	—	+24.58%
41	KRE	Ss Spdr S&p Regional Bank	ETF-其他	0.57%	—	+2738.12%
42	LLY	Eli Lilly & Co	股票-医疗保健	0.56%	+0.28%	+86.34%
43	UNH	Unitedhealth Group INC	股票-医疗保健	0.55%	—	+81.63%
44	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.54%	—	-15.88%
45	V	Visa Inc-class A Shares	股票-金融	0.54%	+0.12%	+149.69%
46	EWC	Ishares Msci Canada ETF	ETF-其他	0.54%	—	+65.49%
47	EWQ	Ishares Msci France ETF	ETF-其他	0.54%	—	+6.10%
48	EWU	Ishares Msci United Kingdom	ETF-其他	0.54%	—	+36.10%
49	AMZN	Amazon.com INC	股票-周期性消费	0.54%	—	+247.28%
50	EWP	Ishares Msci Spain ETF	ETF-其他	0.54%	—	+6.62%

1–50 of 200

本季持股变动

CX Institutional 于截至 Q1 2023 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	TLT	Ishares 20+ Year Treasury Bd	+1%	NEW	新建仓
2	IAU	Ishares Gold Trust	+0.9%	+4718.08%	加仓
3	SPTS	Ss Spdr P St Term Tsy ETF	+0.9%	+463.91%	加仓
4	QAI	Nyli Hdg Multi-str Trk ETF	+0.9%	+2359.39%	加仓
5	SPBO	Ss Spdr P CORP Bond ETF	+0.8%	+145.85%	加仓
6	VDE	Vanguard Energy ETF	+0.8%	+1704.72%	加仓
7	EWN	Ishares Msci Netherlands ETF	+0.7%	NEW	新建仓
8	EWL	Ishares Msci Switzerland ETF	+0.7%	NEW	新建仓
9	XLK	Ss Technology Select Sector	+0.7%	+264.33%	加仓
10	JPST	Jpmorgan Ultra-short Income	+0.6%	+154.91%	加仓
11	BLOK	Amplify Blockchain Tech ETF	+0.6%	+4247.09%	加仓
12	AAPL	Apple INC	+0.6%	+71.38%	加仓
13	IJR	Ishares Core S&p Small-cap E	+0.6%	+987.57%	加仓
14	KRE	Ss Spdr S&p Regional Bank	+0.5%	+2738.12%	加仓
15	EWD	Ishares Msci Sweden ETF	+0.5%	NEW	新建仓
16	KSA	Ishrs Msci Saudi Arabia ETF	+0.5%	NEW	新建仓
17	CIBR	First Trust Nasdaq Cybersecu	+0.5%	+387.49%	加仓
18	GOOGL	Alphabet Inc-cl A	+0.4%	+150.07%	加仓
19	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.4%	+225.39%	加仓
20	IDV	Ishares International Select	+0.4%	+620.40%	加仓
21	AMZN	Amazon.com INC	+0.4%	+247.28%	加仓
22	GLW	Corning INC	+0.4%	NEW	新建仓
23	UPS	United Parcel Service-cl B	+0.4%	+1045.08%	加仓
24	MSFT	Microsoft CORP	+0.4%	+43.31%	加仓
25	SPTI	Ss Spdr P Int Term Tsy ETF	+0.3%	+27.54%	加仓
26	SCHG	Schwab US Large-cap Growth	+0.3%	+692.44%	加仓
27	EWJ	Ishares Msci Japan ETF	+0.3%	+74.03%	加仓
28	V	Visa Inc-class A Shares	+0.3%	+149.69%	加仓
29	GBIL	Goldman Sachs Access Treasur	+0.3%	+46.60%	加仓
30	JAAA	Janus Henderson Aaa Clo ETF	+0.2%	+30.60%	加仓
31	SHY	Ishares 1-3 Year Treasury Bo	-0.4%	-91.53%	减仓
32	GVIP	Gold Sachs Hedge Ind Vip ETF	-0.4%	EXIT	清仓
33	EWA	Ishares Msci Australia ETF	-0.5%	EXIT	清仓
34	XLB	Ss Materials Select Sector	-0.5%	-76.60%	减仓
35	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.5%	-44.90%	减仓
36	EWI	Ishares Msci Italy ETF	-0.5%	EXIT	清仓
37	XLF	Ss Financial Select Sector	-0.6%	-83.07%	减仓
38	XLE	Ss Energy Select Sector	-0.6%	-79.90%	减仓
39	HEFA	Isha Curr Hedged Msci Eafe	-0.6%	-65.49%	减仓
40	BNDX	Vanguard Total Intl Bond ETF	-0.6%	-30.67%	减仓
41	RWR	Ss Spdr Dow Jones Reit ETF	-0.6%	EXIT	清仓
42	DVY	Ishares Select Dividend ETF	-0.7%	EXIT	清仓
43	LGLV	Spdr US Lc Low Vol Idx	-0.8%	EXIT	清仓
44	MGK	Vanguard Mega Cap Growth ETF	-0.8%	-68.59%	减仓
45	IWF	Ishares Russell 1000 Growth	-0.8%	-67.61%	减仓
46	QEFA	Stsr Spd Msc Eaf Stgfs-us In	-0.8%	-62.08%	减仓
47	IGHG	Proshares Ig Hedged	-1.1%	EXIT	清仓
48	URTH	Ishares Msci World ETF	-1.1%	-98.91%	减仓
49	IUSG	Ishares Core S&p U.s. Growth	-1.1%	-68.24%	减仓
50	IEFA	Ishares Core Msci Eafe ETF	-1.4%	-76.11%	减仓