Cambridge Investment Research Advisors, Inc. — Q1 2021 13F 持股

Name: Cambridge Investment Research Advisors, Inc. — 13F Holdings, Q1 2021
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 2861 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	3.52%	-0.18%	-7.70%
2	AAPL	Apple INC	股票-科技	3.45%	-0.27%	+1.20%
3	VXUS	Vanguard Total Intl Stock	ETF-其他	2.37%	—	-0.92%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.69%	-0.25%	-10.99%
5	AMZN	Amazon.com INC	股票-循環性消費	1.56%	-0.17%	+1.20%
6	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.53%	—	-4.37%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.52%	+0.22%	+2.02%
8	MSFT	Microsoft CORP	股票-科技	1.33%	-0.36%	+3.86%
9	BND	Vanguard Total Bond Market	ETF-其他	1.14%	—	+5.44%
10	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	1.09%	—	+5.99%
11	VXF	Vanguard Extended Market ETF	ETF-其他	1.04%	—	-3.02%
12	BSV	Vanguard Short-term Bond ETF	ETF-其他	1.02%	—	+17.23%
13	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.91%	—	+2.78%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.90%	-0.17%	-14.76%
15	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.89%	+0.05%	+22.68%
16	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.77%	—	+4.24%
17	ARKK	Ark Innovation ETF	ETF-其他	0.65%	—	+12.20%
18	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.64%	—	-11.28%
19	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.62%	-0.13%	-0.93%
20	FVD	First Trust Value Line Dvd	ETF-其他	0.58%	—	+7.55%
21	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.53%	—	+2.18%
22	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.52%	+0.07%	+21.26%
23	TSLA	Tesla INC	股票-循環性消費	0.52%	-0.12%	+0.98%
24	VTV	Vanguard Value ETF	ETF-其他	0.50%	+0.04%	+19.64%
25	BIV	Vanguard Intermediate-term B	ETF-其他	0.49%	—	+27.79%
26	BLV	Vanguard Long-term Bond ETF	ETF-其他	0.49%	—	+21.92%
27	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.49%	—	+3.25%
28	DIS	Walt Disney Co/the	股票-通訊服務	0.48%	—	+5.52%
29	V	Visa Inc-class A Shares	股票-金融	0.47%	-0.06%	+5.11%
30	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.47%	—	+5.13%
31	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	0.47%	—	+15.95%
32	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.47%	—	+12.66%
33	JNJ	Johnson & Johnson	股票-醫療保健	0.47%	—	+5.46%
34	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.45%	—	+1.47%
35	JPM	Jpmorgan Chase & Co	股票-金融	0.44%	—	-3.93%
36	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.43%	+0.05%	+13.00%
37	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.43%	-0.11%	+1.40%
38	PG	Procter & Gamble Co/the	股票-非循環性消費	0.43%	—	+4.83%
39	FTCS	First Trust Capital Strength	ETF-其他	0.43%	—	+13.04%
40	GLD	Spdr Gold Shares	ETF-避險與商品	0.42%	—	-4.49%
41	BMY	Bristol-myers Squibb Co	股票-醫療保健	0.42%	—	-9.80%
42	TIP	Ishares Tips Bond ETF	ETF-其他	0.42%	+0.08%	-10.97%
43	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	0.41%	—	+13.56%
44	META	Meta Platforms Inc-class A	股票-通訊服務	0.41%	-0.10%	-2.00%
45	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投資等級公司債	0.40%	—	+0.72%
46	XLK	Ss Technology Select Sector	ETF-科技型	0.39%	-0.07%	-2.28%
47	NVDA	Nvidia CORP	股票-科技	0.39%	-0.16%	+3.67%
48	VB	Vanguard Small-cap ETF	ETF-其他	0.38%	—	+2.10%
49	T	At&t INC	股票-通訊服務	0.38%	—	-1.64%
50	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.37%	—	+3.38%

1–50 of 200

本季持股變動

Cambridge Investment Research Advisors, Inc. 於截至 Q1 2021 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	IUSV	Ishares Core S&p U.s. Value	+0.2%	+276.21%	加碼
2	IJS	Ishares S&p Small-cap 600 Va	+0.2%	+651.84%	加碼
3	IJJ	Ishares S&p Mid-cap 400 Valu	+0.2%	+469.15%	加碼
4	IVOL	Quadratic Int Rte Vol Infl H	+0.2%	+2492.48%	加碼
5	VEA	Vanguard Ftse Developed ETF	+0.1%	+22.68%	加碼
6	IWM	Ishares Russell 2000 ETF	+0.1%	+21.26%	加碼
7	IJT	Ishares S&p Small-cap 600 Gr	+0.1%	+144.10%	加碼
8	VTV	Vanguard Value ETF	+0.1%	+19.64%	加碼
9	VCSH	Vanguard S/t CORP Bond ETF	+0.1%	+56.38%	加碼
10	IWB	Ishares Russell 1000 ETF	+0.1%	+165.32%	加碼
11	ZOMDF	Zomedica CORP	+0.1%	+0.00%	加碼
12	BSV	Vanguard Short-term Bond ETF	+0.1%	+17.23%	加碼
13	VGSH	Vanguard Short-term Treasury	+0.1%	+130.21%	加碼
14	XLF	Ss Financial Select Sector	+0.1%	+129.18%	加碼
15	VPU	Vanguard Utilities ETF	+0.1%	+94.68%	加碼
16	VLUE	Ishares Msci USA Value Facto	+0.1%	+97.93%	加碼
17	IJH	Ishares Core S&p Midcap ETF	+0.1%	+13.00%	加碼
18	XOM	Exxon Mobil CORP	+0.1%	+2.77%	加碼
19	IWO	Ishares Russell 2000 Growth	+0.1%	+82.24%	加碼
20	FTSM	First Trust Enh Short Mat Fd	+0.1%	+97.96%	加碼
21	IVE	Ishares S&p 500 Value ETF	+0.1%	+12.66%	加碼
22	BIV	Vanguard Intermediate-term B	+0.1%	+27.79%	加碼
23	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	+15.95%	加碼
24	IJR	Ishares Core S&p Small-cap E	+0.1%	+3.25%	加碼
25	VBR	Vanguard Small-cap Value ETF	+0.1%	+30.14%	加碼
26	HD	Home Depot INC	+0.1%	+6.92%	加碼
27	FVD	First Trust Value Line Dvd	0%	+7.55%	加碼
28	GOOGL	Alphabet Inc-cl A	0%	+1.47%	加碼
29	GOOG	Alphabet Inc-cl C	0%	+1.40%	加碼
30	MSFT	Microsoft CORP	0%	+3.86%	加碼
31	IVV	Ishares Core S&p 500 ETF	0%	+2.02%	加碼
32	IEI	Ishares 3-7 Year Treasury Bo	-0.1%	-69.60%	減碼
33	VXUS	Vanguard Total Intl Stock	-0.1%	-0.92%	減碼
34	GLD	Spdr Gold Shares	-0.1%	-4.49%	減碼
35	CWB	Ss Spdr Bb Conv Sec ETF	-0.1%	-33.69%	減碼
36	IJK	Ishares S&p Mid-cap 400 Grow	-0.1%	-70.10%	減碼
37	HUSV	Ft Horizon Mngd Vol Dom ETF	-0.1%	-37.43%	減碼
38	VGIT	Vanguard Intermediate-term T	-0.1%	-68.54%	減碼
39	IYM	Ishares U.s. Basic Materials	-0.1%	-93.13%	減碼
40	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-14.76%	減碼
41	IUSG	Ishares Core S&p U.s. Growth	-0.2%	-65.64%	減碼
42	QQQ	Invesco Qqq Trust Series 1	-0.3%	-10.99%	減碼
43	VOO	Vanguard S&p 500 ETF	-0.4%	-7.70%	減碼
44	AAPL	Apple INC	-0.5%	+1.20%	加碼
45	VUG	Vanguard Growth ETF	—	EXIT	清倉
46	NFLX	Netflix INC	—	EXIT	清倉
47	FSKR	Fs Kkr Capital CORP Ii	—	EXIT	清倉
48	ONEQ	Fidelity Nasdaq Comp Indx	—	EXIT	清倉
49	SLYG	Ss Spdr S&p 600 Sc Gr ETF	—	EXIT	清倉
50	DE	Deere & Co	—	EXIT	清倉