Cambridge Investment Research Advisors, Inc. — Q3 2017 13F 持股

Name: Cambridge Investment Research Advisors, Inc. — 13F Holdings, Q3 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001419186

申報總市值

US$388.0億

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本季完整持股清單

僅顯示前 200 大持股（共 1996 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	5.12%	-0.18%	+4.92%
2	VXUS	Vanguard Total Intl Stock	ETF-其他	3.92%	—	+5.50%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.13%	+0.22%	+7.36%
4	AAPL	Apple INC	股票-科技	1.92%	-0.27%	+4.43%
5	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	1.66%	—	+5.59%
6	BND	Vanguard Total Bond Market	ETF-其他	1.49%	—	+5.96%
7	BSV	Vanguard Short-term Bond ETF	ETF-其他	1.39%	—	+5.32%
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.34%	—	+0.53%
9	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	1.20%	—	+3.34%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.20%	-0.17%	+8.29%
11	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.13%	+0.05%	+9.87%
12	VXF	Vanguard Extended Market ETF	ETF-其他	1.05%	—	+4.67%
13	✓	Powershares Qqq Trust Ser 1	股票-其他	0.95%	—	+5.67%
14	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.77%	-0.13%	+4.99%
15	EFA	Ishares Msci Eafe ETF	ETF-其他	0.76%	—	+11.49%
16	XOM	Exxon Mobil CORP	股票-能源	0.72%	+0.13%	+1.50%
17	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.71%	—	+9.40%
18	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.71%	—	+10.51%
19	META	Meta Platforms Inc-class A	股票-通訊服務	0.68%	-0.10%	+2.96%
20	BIV	Vanguard Intermediate-term B	ETF-其他	0.67%	—	+0.93%
21	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.64%	—	+3.32%
22	HUSV	Ft Horizon Mngd Vol Dom ETF	ETF-其他	0.64%	—	+4.96%
23	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.64%	—	+17.77%
24	T	At&t INC	股票-通訊服務	0.62%	—	+4.22%
25	VNQ	Vanguard Real Estate ETF	ETF-其他	0.59%	—	+51.57%
26	JNJ	Johnson & Johnson	股票-醫療保健	0.58%	—	+1.12%
27	AMZN	Amazon.com INC	股票-循環性消費	0.57%	-0.17%	+15.56%
28	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	0.55%	—	+5.30%
29	BLV	Vanguard Long-term Bond ETF	ETF-其他	0.55%	—	+3.81%
30	PG	Procter & Gamble Co/the	股票-非循環性消費	0.51%	—	+1.40%
31	VGK	Vanguard Ftse Europe ETF	ETF-其他	0.49%	—	+150.97%
32	MSFT	Microsoft CORP	股票-科技	0.49%	-0.36%	+4.93%
33	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.48%	+0.07%	-26.37%
34	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.48%	—	+39.37%
35	VUG	Vanguard Growth ETF	ETF-其他	0.46%	—	+3.78%
36	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.46%	—	+14.75%
37	AEP	American Electric Power Company, Inc.	股票-公用事業	0.46%	—	-0.68%
38	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.45%	+0.05%	+11.82%
39	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.43%	—	+23.76%
40	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.43%	—	+1.20%
41	GLD	Spdr Gold Shares	ETF-避險與商品	0.41%	—	+34.37%
42	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	0.41%	—	-24.28%
43	PFE	Pfizer INC	股票-醫療保健	0.39%	—	+1.57%
44	✓	Powershares ETF Tr Ii	ETF-其他	0.39%	—	+1.40%
45	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.39%	—	+8.95%
46	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.39%	—	+9.86%
47	VZ	Verizon Communications INC	股票-通訊服務	0.38%	—	+1.44%
48	CVX	Chevron CORP	股票-能源	0.37%	+0.08%	+5.10%
49	PFF	Ishares Preferred & Income S	ETF-其他	0.35%	—	+17.28%
50	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公債	0.34%	—	-8.38%

1–50 of 200

本季持股變動

Cambridge Investment Research Advisors, Inc. 於截至 Q3 2017 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	VGK	Vanguard Ftse Europe ETF	+0.3%	+150.97%	加碼
2	IYR	Ishares US Real Estate ETF	+0.2%	+1060.51%	加碼
3	VNQ	Vanguard Real Estate ETF	+0.2%	+51.57%	加碼
4	CWB	Ss Spdr Bb Conv Sec ETF	+0.2%	+292.93%	加碼
5	MTUM	Ishares Msci USA Momentum Fa	+0.1%	+417.44%	加碼
6	SJNK	Ss Spdr Bb St Hi Yield ETF	+0.1%	+1351.40%	加碼
7	EEM	Ishares Msci Emerging Market	+0.1%	+39.37%	加碼
8	IJK	Ishares S&p Mid-cap 400 Grow	+0.1%	+155.59%	加碼
9	FV	First Trust Dw Focus 5 Fund	+0.1%	+17.77%	加碼
10	GLD	Spdr Gold Shares	+0.1%	+34.37%	加碼
11	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+96.94%	加碼
12	DSI	Ishares Esg Msci Kld 400 ETF	+0.1%	+199.61%	加碼
13	IYH	Ishares U.s. Healthcare ETF	+0.1%	+295.90%	加碼
14	VXUS	Vanguard Total Intl Stock	+0.1%	+5.50%	加碼
15	VEA	Vanguard Ftse Developed ETF	+0.1%	+9.87%	加碼
16	IVW	Ishares S&p 500 Growth ETF	+0.1%	+23.76%	加碼
17	V	Visa Inc-class A Shares	+0.1%	+19.33%	加碼
18	ITA	Ishares U.s. Aerospace & Def	+0.1%	+33.32%	加碼
19	SCHX	Schwab US Large-cap ETF	+0.1%	+91.37%	加碼
20	EFA	Ishares Msci Eafe ETF	+0.1%	+11.49%	加碼
21	IVV	Ishares Core S&p 500 ETF	0%	+7.36%	加碼
22	AAPL	Apple INC	0%	+4.43%	加碼
23	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+8.29%	加碼
24	META	Meta Platforms Inc-class A	0%	+2.96%	加碼
25	IJR	Ishares Core S&p Small-cap E	0%	+14.75%	加碼
26	BRK-B	Berkshire Hathaway Inc-cl B	0%	+4.99%	加碼
27	VIG	Vanguard Dividend Apprec ETF	0%	+10.51%	加碼
28	✓	Powershares Qqq Trust Ser 1	0%	+5.67%	加碼
29	AMZN	Amazon.com INC	0%	+15.56%	加碼
30	VWO	Vanguard Ftse Emerging Marke	0%	+3.34%	加碼
31	VXF	Vanguard Extended Market ETF	—	+4.67%	加碼
32	VOO	Vanguard S&p 500 ETF	0%	+4.92%	加碼
33	BND	Vanguard Total Bond Market	-0.1%	+5.96%	加碼
34	BNDX	Vanguard Total Intl Bond ETF	-0.1%	+5.59%	加碼
35	BSV	Vanguard Short-term Bond ETF	-0.1%	+5.32%	加碼
36	VAW	Vanguard Materials ETF	-0.1%	-66.42%	減碼
37	VDC	Vanguard Consumer Staple ETF	-0.1%	-21.55%	減碼
38	MO	Altria Group INC	-0.1%	-3.60%	減碼
39	MDY	State Street Spdr S&p Midcap	-0.1%	-43.99%	減碼
40	TLT	Ishares 20+ Year Treasury Bd	-0.1%	-32.09%	減碼
41	SCHD	Schwab U.S. Dividend Equity ETF	-0.2%	-24.28%	減碼
42	IWM	Ishares Russell 2000 ETF	-0.2%	-26.37%	減碼
43	FTA	First Trust L C Val Alp	-0.2%	-67.78%	減碼
44	DD	DuPont de Nemours, Inc.	—	NEW	新建倉
45	DOW	Dow Chem Co	—	EXIT	清倉
46	FLRN	Ss Spdr Bb Ig Float Rt ETF	—	EXIT	清倉
47	EFAX	State Street Spdr Msci Eafe	—	NEW	新建倉
48	ESGE	Ishares INC Ishares Esg Awar	—	NEW	新建倉
49	DUK	Du Pont E I De Nemour&Co	—	EXIT	清倉
50	SPYX	Ss Spdr S&p 500 Foss Fl ETF	—	NEW	新建倉