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CX Institutional 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CX Institutional
报告期 2026-03-31 · CIK 0001737089
持仓数
1,547
前50大市值合计
$1.79B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 88
减持 24
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$115.6M
1,921,231
+671%
增持
HEFA
ISHARES TR
+$36.2M
1,233,688
+557%
减持
EWJ
ISHARES INC
-$18.3M
83,895
-75%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SPTI
SPDR SER TR
+$17.4M
2,186,803
+46%
增持
JAAA
JANUS DETROIT STR TR
+$16.8M
1,083,702
+45%
清仓
EWQ
ISHARES INC
-$15.9M
0
-100%
清仓
EDEN
ISHARES TR
-$14.6M
0
-100%
清仓
INDA
ISHARES TR
-$14.5M
0
-100%
增持
SPBO
SPDR SER TR
+$14.1M
1,776,829
+45%
减持
EWG
ISHARES INC
-$13.2M
118,141
-76%
增持
SCHV
SCHWAB STRATEGIC TR
+$13.1M
1,843,143
+324%
增持
VB
VANGUARD INDEX FDS
+$13.1M
179,880
+42%
增持
VO
VANGUARD INDEX FDS
+$13.0M
197,104
+33%
增持
SPMB
SPDR SER TR
+$12.4M
1,966,186
+48%
增持
SGOV
ISHARES TR
+$12.0M
722,665
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$11.8M
39,263
+101%
增持
IVE
ISHARES TR
+$11.7M
232,351
+40%
清仓
EWN
ISHARES INC
-$11.5M
0
-100%
清仓
HYG
ISHARES TR
-$11.5M
0
-100%
清仓
EWT
ISHARES INC
-$11.2M
0
-100%
增持
MGK
VANGUARD WORLD FD
+$11.2M
165,583
+17%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$11.2M
152,021
-71%
增持
IWD
ISHARES TR
+$11.1M
193,626
+48%
减持
EWL
ISHARES INC
-$10.9M
84,483
-70%
清仓
EWY
ISHARES INC
-$10.9M
0
-100%
增持
TLT
ISHARES TR
+$10.3M
465,582
+50%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$9.1M
650,260
+43%
增持
PG
PROCTER AND GAMBLE CO
+$8.9M
102,901
+113%
增持
IUSG
ISHARES TR
+$8.3M
294,271
+19%
增持
NVDA
NVIDIA CORPORATION
+$8.2M
206,843
+28%
增持
IWF
ISHARES TR
+$8.1M
102,180
+16%
增持
AAPL
APPLE INC
+$7.4M
176,965
+12%
增持
SHY
ISHARES TR
+$6.8M
278,475
+45%
减持
INGR
INGREDION INC
-$5.3M
193
-99%
建仓
VIS
VANGUARD WORLD FD
+$5.1M
19,860
增持
AMZN
AMAZON COM INC
+$5.0M
107,805
+8%
增持
SPYV
SPDR SER TR
+$5.0M
269,966
+62%
清仓
MTG
MGIC INVT CORP WIS
-$4.9M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.9M
41,767
-68%
增持
TAXF
AMERICAN CENTY ETF TR
+$4.8M
618,763
+21%
清仓
AMG
AFFILIATED MANAGERS GROUP IN
-$4.7M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$4.4M
24,905
+65%
清仓
NEU
NEWMARKET CORP
-$4.3M
0
-100%
清仓
WCC
WESCO INTL INC
-$4.2M
0
-100%
清仓
FLTW
FRANKLIN TEMPLETON ETF TR
-$4.2M
0
-100%
清仓
LEA
LEAR CORP
-$4.1M
0
-100%
清仓
DINO
HF SINCLAIR CORP
-$4.1M
0
-100%
减持
DE
DEERE & CO
-$4.1M
1,726
-85%
增持
MSFT
MICROSOFT CORP
+$4.1M
78,402
+16%
清仓
FLKR
FRANKLIN TEMPLETON ETF TR
-$4.0M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$4.0M
463,676
+23%
增持
SPYG
SPDR SER TR
+$3.9M
221,032
+18%
增持
GOOGL
ALPHABET INC
+$3.9M
116,496
+6%
清仓
CNM
CORE & MAIN INC
-$3.8M
0
-100%
增持
MUB
ISHARES TR
+$3.7M
221,142
+21%
建仓
EWS
ISHARES INC
+$3.7M
170,078
清仓
—
SIGNET JEWELERS LIMITED
-$3.3M
0
-100%
清仓
PLUS
EPLUS INC
-$3.3M
0
-100%
清仓
BTU
PEABODY ENERGY CORP
-$3.1M
0
-100%
减持
AVGO
BROADCOM INC
+$3.1M
80,073
-11%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$2.9M
278,192
+54%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.9M
760,497
+22%
清仓
SNEX
STONEX GROUP INC
-$2.8M
0
-100%
减持
TSLA
TESLA INC
+$2.8M
45,879
-24%
清仓
—
CONSOL ENERGY INC NEW
-$2.8M
0
-100%
减持
BFH
BREAD FINANCIAL HOLDINGS INC
-$2.6M
317
-99%
减持
CI
THE CIGNA GROUP
-$2.5M
32,689
-2%
增持
AMGN
AMGEN INC
-$2.5M
40,436
+0%
增持
—
EXXON MOBIL CORP
+$2.3M
112,140
+35%
清仓
WNC
WABASH NATL CORP
-$2.3M
0
-100%
增持
MCK
MCKESSON CORP
+$2.3M
12,914
+26%
减持
VV
VANGUARD INDEX FDS
-$2.2M
59,182
-14%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.2M
267,927
+7%
清仓
—
LAM RESEARCH CORP
-$2.2M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$2.2M
18,585
-3%
清仓
LBRT
LIBERTY ENERGY INC
-$2.2M
0
-100%
增持
ITM
VANECK ETF TRUST
+$2.1M
738,357
+9%
减持
ICLN
ISHARES TR
-$2.1M
432,009
-9%
建仓
LRCX
LAM RESEARCH CORP
+$2.1M
28,731
增持
GM
GENERAL MTRS CO
+$2.0M
111,531
+27%
减持
V
VISA INC
+$1.9M
51,967
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.8M
32,350
+76%
清仓
CLW
CLEARWATER PAPER CORP
-$1.7M
0
-100%
增持
HYD
VANECK ETF TRUST
+$1.7M
198,666
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
33,541
+14%
建仓
VDC
VANGUARD WORLD FD
+$1.7M
7,862
减持
MRK
MERCK & CO INC
-$1.7M
19,118
-39%
减持
XLB
SELECT SECTOR SPDR TR
-$1.6M
28,169
-32%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
70,852
+18%
增持
COF
CAPITAL ONE FINL CORP
+$1.5M
31,535
+15%
清仓
AIT
APPLIED INDL TECHNOLOGIES IN
-$1.5M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$1.5M
57,357
+24%
增持
CSCO
CISCO SYS INC
+$1.5M
137,610
+10%
增持
IVV
ISHARES TR
+$1.5M
93,015
+1%
清仓
UFPI
UFP INDUSTRIES INC
-$1.5M
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$1.4M
55,853
+27%
清仓
HSY
HERSHEY CO
-$1.4M
0
-100%
减持
ABBV
ABBVIE INC
-$1.4M
70,269
-0%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$1.4M
58,079
+15%
清仓
LNG
CHENIERE ENERGY INC
-$1.3M
0
-100%
增持
TJX
TJX COS INC NEW
+$1.3M
57,471
+21%
增持
VDE
VANGUARD WORLD FD
+$1.3M
27,079
+69%
增持
WMT
WALMART INC
+$1.3M
83,116
+8%
增持
GOOG
ALPHABET INC
+$1.3M
34,284
+10%
增持
MO
ALTRIA GROUP INC
+$1.3M
125,488
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
23,537
+14%
增持
IWB
ISHARES TR
+$1.3M
8,213
+91%
减持
BLOK
AMPLIFY ETF TR
+$1.3M
380,672
-6%
增持
SHM
SPDR SER TR
+$1.3M
229,261
+15%
减持
CAT
CATERPILLAR INC
-$1.3M
25,395
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
53,106
+8%
增持
LLY
ELI LILLY & CO
+$1.3M
23,623
+23%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.3M
21,059
+39%
增持
T
AT&T INC
+$1.2M
332,964
+15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.2M
25,905
+13%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$1.2M
0
-100%
减持
HD
HOME DEPOT INC
-$1.2M
31,005
-5%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$1.2M
56,490
+21%
增持
VBK
VANGUARD INDEX FDS
+$1.2M
19,702
+22%
增持
PRU
PRUDENTIAL FINL INC
+$1.2M
43,724
+33%
增持
QCOM
QUALCOMM INC
+$1.2M
35,259
+41%
增持
ALL
ALLSTATE CORP
+$1.1M
30,829
+20%
增持
RTX
RTX CORPORATION
+$1.1M
65,150
+22%
增持
VHT
VANGUARD WORLD FD
+$1.1M
7,096
+172%
减持
XLI
SELECT SECTOR SPDR TR
-$1.0M
5,366
-58%
增持
MDLZ
MONDELEZ INTL INC
-$1.0M
85,092
+3%
增持
VBR
VANGUARD INDEX FDS
+$1.0M
27,525
+25%
增持
IJH
ISHARES TR
+$1.0M
148,018
+12%
增持
TMUS
T-MOBILE US INC
+$965.9K
32,797
+8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$955.0K
195,501
+31%
增持
SPEM
SPDR INDEX SHS FDS
+$954.6K
120,656
+36%
增持
QEFA
SPDR INDEX SHS FDS
+$946.4K
203,903
+19%
增持
TRV
TRAVELERS COMPANIES INC
+$923.8K
22,297
+17%
增持
XLV
SELECT SECTOR SPDR TR
+$918.2K
22,522
+59%
建仓
ANET
ARISTA NETWORKS INC
+$877.3K
7,937
增持
AMAT
APPLIED MATLS INC
+$875.4K
31,404
+50%
增持
UPS
UNITED PARCEL SERVICE INC
+$874.8K
44,167
+28%
清仓
NUBD
NUSHARES ETF TR
-$863.8K
0
-100%
建仓
IYH
ISHARES TR
+$850.8K
14,601
清仓
HII
HUNTINGTON INGALLS INDS INC
-$841.3K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$825.2K
64,287
+5%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$824.9K
3,679
-71%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$820.5K
135,290
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$816.1K
6,902
-57%
增持
NFLX
NETFLIX INC
+$815.9K
2,596
+23%
增持
UNH
UNITEDHEALTH GROUP INC
-$794.9K
10,853
+1%
增持
HCA
HCA HEALTHCARE INC
-$780.8K
15,707
+16%
增持
—
ACCENTURE PLC IRELAND
+$770.9K
21,121
+12%
增持
SCHF
SCHWAB STRATEGIC TR
-$762.6K
385,708
+101%
增持
IYJ
ISHARES TR
+$745.8K
18,532
+43%