CI

CX Institutional

分散型投资策略趋势追踪型

申报总市值

US$34.6亿

申报季度: 2026-06-30 · 持股只数: 1569

CX Institutional在最新一期 13F 报告中披露了 1569 项持股，申报期为 2026-06-30，总持股市值约为 US$34.6亿，季度换手率为 28.2%。

机构性格雪花图

集中度
4.02
持仓稳定性
28.21
动能／逆势
100
行业集中度
58.95
多样化
100
仓位均衡度
61.56

近期动向

  • 加仓 SGOV

    +60.9%　US$7042.8万

  • 减仓 IVV

    -62.2%　-US$3455.8万

  • 加仓 SHY

    +118.8%　US$3970.8万

  • 减仓 SPTI

    -34.3%　-US$2818.7万

  • 加仓 IJR

    +218.0%　US$2894.0万

  • 减仓 ITM

    -44.3%　-US$1940.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1568 大持股（共 1569 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SGOVIshares 0-3 Month Treasury BETF-政府公债5.37%+1.85%+60.94%
2IEFAIshares Core Msci Eafe ETFETF-其他2.40%-0.32%-12.59%
3SHYIshares 1-3 Year Treasury BoETF-政府公债2.12%+1.09%+118.84%
4AAPLApple INC股票-科技2.04%+0.07%-4.24%
5NVDANvidia CORP股票-科技1.80%+0.13%-0.69%
6VOVanguard Mid-cap ETFETF-其他1.78%+0.23%+334.88%
7SPMBSs Spdr P Mort Back Bond ETFETF-其他1.76%—+2.35%
8SPBOSs Spdr P CORP Bond ETFETF-投资级公司债1.76%—+2.08%
9BNDXVanguard Total Intl Bond ETFETF-其他1.62%-0.41%-16.44%
10SHMSs Spdr N Ice St Muni ETFETF-其他1.55%—+0.78%
11SPTISs Spdr P Int Term Tsy ETFETF-其他1.52%-0.94%-34.31%
12VBVanguard Small-cap ETFETF-其他1.47%—-5.13%
13RSPAInvesco S&p 500 Ew Income AdETF-大型股与成长1.43%—-0.22%
14GOOGLAlphabet Inc-cl A股票-通信服务1.34%+0.16%-3.08%
15IVEIshares S&p 500 Value ETFETF-大型股与成长1.32%—-3.89%
16MSFTMicrosoft CORP股票-科技1.28%—-2.33%
17LLYEli Lilly & Co股票-医疗保健1.23%+0.28%+4.95%
18AMZNAmazon.com INC股票-周期性消费1.21%—-1.93%
19IJRIshares Core S&p Small-cap EETF-中小型股1.13%+0.81%+217.97%
20AVGOBroadcom INC股票-科技0.99%+0.12%-2.17%
21JAAAJanus Henderson Aaa Clo ETFETF-其他0.97%—+1.36%
22SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.97%+0.13%+0.22%
23TSLATesla INC股票-周期性消费0.96%+0.14%+10.46%
24VVisa Inc-class A Shares股票-金融0.93%+0.12%+7.20%
25MGKVanguard Mega Cap Growth ETFETF-其他0.87%—+364.04%
26IWFIshares Russell 1000 GrowthETF-其他0.85%—+288.50%
27IUSGIshares Core S&p U.s. GrowthETF-其他0.84%—-7.35%
28IWDIshares Russell 1000 Value EETF-其他0.83%—-2.22%
29METAMeta Platforms Inc-class A股票-通信服务0.82%—+9.11%
30SCHVSchwab US Large-cap ValueETF-其他0.80%—-24.86%
31IVVIshares Core S&p 500 ETFETF-大型股与成长0.76%-1.10%-62.21%
32MUBIshares National Muni Bond EETF-其他0.74%—-4.81%
33ITMVaneck Intermediate Muni ETFETF-其他0.72%-0.64%-44.32%
34VTIVanguard Total Stock Mkt ETFETF-其他0.69%+0.27%+50.74%
35XLKSs Technology Select SectorETF-科技型0.66%+0.14%-5.63%
36SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.66%—+9.88%
37TAXFAmerican Century Diver MuniETF-其他0.63%—+5.11%
38VTEBVanguard Tax-exempt Bond ETFETF-其他0.63%-0.27%-27.32%
39FTCFirst Trust Large Cap GrowthETF-大型股与成长0.61%—-4.00%
40QEFAStsr Spd Msc Eaf Stgfs-us InETF-其他0.61%-0.30%-31.83%
41VTVVanguard Value ETFETF-其他0.59%—+1.96%
42ABBVAbbvie INC股票-医疗保健0.57%—-12.97%
43SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.54%—+0.28%
44IVWIshares S&p 500 Growth ETFETF-大型股与成长0.53%—+5.10%
45VVVanguard Large-cap ETFETF-其他0.51%—-3.51%
46UNPUnion Pacific CORP股票-工业0.49%—-16.45%
47CSCOCisco Systems INC股票-科技0.45%—-9.95%
48BMYBristol-myers Squibb Co股票-医疗保健0.44%—+4.90%
49QCOMQualcomm INC股票-科技0.41%—-12.79%
50MAMastercard INC - A股票-金融0.39%—+12.05%
1–50 of 1,568

本季持股变动

CX Institutional 在 2026-06-30 最显著的持仓异动： 新建仓: Invesco S&p 500 Revenue ETF (RWL); 清仓: State Street Spdr S&p Intern (GWX); 加仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 +60.94%; 减仓: Ishares Core S&p 500 ETF (IVV) — 股数 -62.21%; 加仓: Ishares 1-3 Year Treasury Bo (SHY) — 股数 +118.84%.

CX Institutional 于截至 2026-06-30 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
1SGOVIshares 0-3 Month Treasury B+1.9%+60.94%加仓
2SHYIshares 1-3 Year Treasury Bo+1.1%+118.84%加仓
3IJRIshares Core S&p Small-cap E+0.8%+217.97%加仓
4SUBIshares Short-term National+0.4%+4425.36%加仓
5RWLInvesco S&p 500 Revenue ETF+0.3%NEW新建仓
6VGTVanguard Info Tech ETF+0.3%+13275.47%加仓
7LLYEli Lilly & Co+0.3%+4.95%加仓
8VTIVanguard Total Stock Mkt ETF+0.3%+50.74%加仓
9VOVanguard Mid-cap ETF+0.2%+334.88%加仓
10SCHWSchwab (charles) CORP+0.2%+153.06%加仓
11AMDAdvanced Micro Devices+0.2%-3.71%减仓
12UBERUber Technologies INC+0.2%+605.62%加仓
13CINFCincinnati Financial CORP+0.2%+1405.88%加仓
14GOOGLAlphabet Inc-cl A+0.2%-3.08%减仓
15MUMicron Technology INC+0.2%-3.58%减仓
16AOAIshares Core 80/20 Aggressiv+0.2%+200.98%加仓
17TSLATesla INC+0.1%+10.46%加仓
18XLKSs Technology Select Sector+0.1%-5.63%减仓
19NVDANvidia CORP+0.1%-0.69%减仓
20SPYGSs Spdr P S&p 500 Growth ETF+0.1%+0.22%加仓
21FTECFidelity Msci Info Tech Indx+0.1%+18.24%加仓
22VVisa Inc-class A Shares+0.1%+7.20%加仓
23AVGOBroadcom INC+0.1%-2.17%减仓
24AAPLApple INC+0.1%-4.24%减仓
25HCIHci Group INC-0.2%-99.68%减仓
26MMIMarcus & Millichap INC-0.2%-99.92%减仓
27MLNVaneck Long Muni ETF-0.2%-93.64%减仓
28SAHSonic Automotive Inc-class A-0.2%-99.93%减仓
29EVTCEvertec INC-0.2%-99.92%减仓
30SCHESchwab Emrg Mrkts Eqty ETF-0.2%-99.88%减仓
31SNEXStonex Group INC-0.2%-99.80%减仓
32DELLDell Technologies -c-0.2%-84.47%减仓
33FTNTFortinet INC-0.2%-91.83%减仓
34SCHGSchwab US Large-cap Growth-0.2%-89.64%减仓
35ROSTRoss Stores INC-0.2%-91.24%减仓
36GWXState Street Spdr S&p Intern-0.2%EXIT清仓
37NTAPNetapp INC-0.3%-97.78%减仓
38VTEBVanguard Tax-exempt Bond ETF-0.3%-27.32%减仓
39SCHFSchwab Intl Equity ETF-0.3%-97.10%减仓
40QEFAStsr Spd Msc Eaf Stgfs-us In-0.3%-31.83%减仓
41LMTLockheed Martin CORP-0.3%-84.90%减仓
42IEFAIshares Core Msci Eafe ETF-0.3%-12.59%减仓
43CRUSCirrus Logic INC-0.3%-99.16%减仓
44GILDGilead Sciences INC-0.4%-56.65%减仓
45BNDXVanguard Total Intl Bond ETF-0.4%-16.44%减仓
46XLUSt Sr Utl Sl Se Spdr Etf-usd-0.4%-88.87%减仓
47RSPInvesco S&p 500 Equal Weight-0.5%-99.46%减仓
48ITMVaneck Intermediate Muni ETF-0.6%-44.32%减仓
49SPTISs Spdr P Int Term Tsy ETF-0.9%-34.31%减仓
50IVVIshares Core S&p 500 ETF-1.1%-62.21%减仓

FAQ

CX Institutional 是什么机构？属于哪种投资人类型？
CX Institutional 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$34.6亿，分布在 1569 个已申报仓位之中。
CX Institutional 目前前几大持股有哪些？
根据最新 13F 申报，CX Institutional 按市值排列的前几大持股为： 1. Ishares 0-3 Month Treasury B (SGOV) — US$1.9亿 (5.4%) 2. Ishares Core Msci Eafe ETF (IEFA) — US$8322.0万 (2.4%) 3. Ishares 1-3 Year Treasury Bo (SHY) — US$7346.7万 (2.1%) 4. Apple INC (AAPL) — US$7058.6万 (2.0%) 5. Nvidia CORP (NVDA) — US$6244.3万 (1.8%)
CX Institutional 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，CX Institutional 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 16 个既有持股、减仓 32 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Invesco S&p 500 Revenue ETF (RWL); 清仓: State Street Spdr S&p Intern (GWX); 加仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 +60.94%; 减仓: Ishares Core S&p 500 ETF (IVV) — 股数 -62.21%; 加仓: Ishares 1-3 Year Treasury Bo (SHY) — 股数 +118.84%
CX Institutional 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，CX Institutional 的主要板块分布如下： • Information Technology: 33.9% • Health Care: 18.6% • Consumer Discretionary: 13.5% • Financials: 12.2% • Communication Services: 9.3% • Industrials: 6.0%