CX Institutional
- SEC CIK
- 0001737089
- 最新申報
- 2026/7/1
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/4 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 956
- 較 2021 年第 1 季 +89
- 總值
- $12.2 億
- 較 2021 年第 1 季 +$9,853 萬 (+8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Health Care ETF92204A504 | ETF | 5 | $1,000 | <0.1% | −104−95.4% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 12 | $1,000 | <0.1% | 00.0% | 不變 | – |
| RKTRocket Companies, Inc. | Stock | 70 | $1,000 | <0.1% | −71−50.4% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 4 | $1,000 | <0.1% | +4 | 新進 | 歷史 |
| AFGAmerican Financial Group Inc | COM | 11 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 7 | $1,000 | <0.1% | +7 | 新進 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 3 | $1,000 | <0.1% | +3 | 新進 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 12 | $1,000 | <0.1% | 00.0% | 不變 | – |
| BMRNBiomarin Pharmaceutical Inc | COM | 10 | $1,000 | <0.1% | +10 | 新進 | 歷史 |
| RRXRegal Rexnord Corp | COM | 6 | $1,000 | <0.1% | +6 | 新進 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 7 | $1,000 | <0.1% | +7 | 新進 | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 11 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 72 | $1,000 | <0.1% | +72 | 新進 | 歷史 |
| XPOXPO, Inc. | COM | 10 | $1,000 | <0.1% | +10 | 新進 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 121 | $1,000 | <0.1% | +121 | 新進 | 歷史 |
| STLAStellantis N.V. | SHS | 57 | $1,000 | <0.1% | +57 | 新進 | 歷史 |
| HRBH&R Block Inc | COM | 30 | $1,000 | <0.1% | +30 | 新進 | 歷史 |
| CPRICapri Holdings Ltd | SHS | 13 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BTUPeabody Energy Corp | COM | 186 | $1,000 | <0.1% | +186 | 新進 | 歷史 |
| MMacy's, Inc. | COM | 27 | $1,000 | <0.1% | +27 | 新進 | 歷史 |
| LEALear Corp | COM NEW | 7 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CHGGChegg, Inc | COM | 8 | $1,000 | <0.1% | +8 | 新進 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 41 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WIXWix.com Ltd. | SHS | 2 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| YAlleghany Corp | COM | 2 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 22 | $1,000 | <0.1% | +22 | 新進 | 歷史 |
| Apartment Invest03748R754 | CL A | 155 | $1,000 | <0.1% | +14+9.9% | 加碼 | – |
| AGRAvangrid, Inc. | COM | 26 | $1,000 | <0.1% | +1+4.0% | 加碼 | 歷史 |
| XECCimarex Energy Co | COM | 10 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EXASExact Sciences Corp | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDGGoldMining Inc. | COM | 750 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 4 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OSHOak Street Health, Inc. | COM | 15 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| UNMUnum Group | Stock | 73 | $2,000 | <0.1% | +10+15.9% | 加碼 | 歷史 |
| UGIUgi Corp | Stock | 37 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MDUMdu Resources Group Inc | Stock | 66 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6 | $2,000 | <0.1% | −18−75.0% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 5 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JWNNordstrom Inc | Stock | 61 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LAMRLamar Advertising Co | REIT | 15 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 6 | $2,000 | <0.1% | +6 | 新進 | 歷史 |
| TTCToro Co | COM | 22 | $2,000 | <0.1% | +2+10.0% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 6 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FICOFair Isaac Corp | COM | 3 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 10 | $2,000 | <0.1% | 00.0% | 不變 | – |
| MOHMolina Healthcare, Inc. | COM | 9 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HUBBHubbell Inc | COM | 10 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 18 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FLSFlowserve Corp | COM | 47 | $2,000 | <0.1% | +9+23.7% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 20 | $2,000 | <0.1% | −1−4.8% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 33 | $2,000 | <0.1% | +33 | 新進 | 歷史 |
| CGNXCognex Corp | COM | 29 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TRIPTripAdvisor, Inc. | COM | 45 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EXEExpand Energy Corp | COM | 39 | $2,000 | <0.1% | +39 | 新進 | 歷史 |
| NGNovagold Resources Inc | COM NEW | 213 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 12 | $2,000 | <0.1% | +12 | 新進 | 歷史 |
| OLEDUniversal Display Corp | COM | 9 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MNKDMannkind Corp | COM NEW | 374 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 69 | $2,000 | <0.1% | +10+16.9% | 加碼 | 歷史 |
| Chesapeake Energy Corp165167180 | *W EXP 03/01/202 | 74 | $2,000 | <0.1% | +74 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12 | $3,000 | <0.1% | 00.0% | 不變 | – |
| KSSKOHLS Corp | Stock | 49 | $3,000 | <0.1% | −1−2.0% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 18 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 7 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 52 | $3,000 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 86 | $3,000 | <0.1% | −276−76.2% | 減碼 | – |
| HOGHarley-Davidson, Inc. | COM | 70 | $3,000 | <0.1% | +7+11.1% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 319 | $3,000 | <0.1% | +100+45.7% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 72 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 10 | $3,000 | <0.1% | +10 | 新進 | 歷史 |
| ARNCArconic Corp | COM | 90 | $3,000 | <0.1% | +1+1.1% | 加碼 | 歷史 |
| Legg Mason ETF Invt Tr52468L703 | GLOBAL INFSTRU | 104 | $3,000 | <0.1% | −244−70.1% | 減碼 | – |
| SPXCSPX Technologies, Inc. | COM | 41 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 30 | $4,000 | <0.1% | 00.0% | 不變 | – |
| ALLYAlly Financial Inc. | Stock | 73 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 83 | $4,000 | <0.1% | −36,616−99.8% | 減碼 | – |
| WPMWheaton Precious Metals Corp. | COM | 93 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 82 | $4,000 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 89 | $4,000 | <0.1% | 00.0% | 不變 | – |
| NMIHNMI Holdings, Inc. | COM | 199 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ACMAecom | COM | 64 | $4,000 | <0.1% | +35+120.7% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 39 | $4,000 | <0.1% | +39 | 新進 | – |
| SPDR Series Trust78464A789 | ST STR SP INS | 112 | $4,000 | <0.1% | +112 | 新進 | – |
| COTYCoty Inc. | COM CL A | 441 | $4,000 | <0.1% | +32+7.8% | 加碼 | 歷史 |
| CDKCDK Global, Inc. | COM | 90 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 70 | $4,000 | <0.1% | +70 | 新進 | 歷史 |
| NIONIO Inc. | ADR | 103 | $5,000 | <0.1% | +103 | 新進 | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 257 | $5,000 | <0.1% | −2,405−90.3% | 減碼 | – |
| SUISun Communities Inc | COM | 29 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AIRCApartment Income REIT Corp. | COM | 112 | $5,000 | <0.1% | +9+8.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ISHARES | 147 | $5,000 | <0.1% | −1,295−89.8% | 減碼依 1 比 2 拆股換算 | 歷史 |
| iShares Tr46429B515 | MSCI FINLAND ETF | 100 | $5,000 | <0.1% | −99,613−99.9% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 25 | $6,000 | <0.1% | −60−70.6% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 191 | $6,000 | <0.1% | −141,731−99.9% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 81 | $6,000 | <0.1% | −276−77.3% | 減碼 | – |
| PBCTPeople's United Financial, Inc. | COM | 379 | $6,000 | <0.1% | −2,679−87.6% | 減碼 | 歷史 |
| SLGSL Green Realty Corp | COM | 81 | $6,000 | <0.1% | +6+8.0% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 44 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 22 | $7,000 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 179 | $7,000 | <0.1% | 00.0% | 不變 | – |
2021 年第 1 季之後清倉（17 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TALTAL Education Group | SPONSORED ADS | 6,359 | $34.2 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,761 | $15.1 萬 | <0.1% | – |
| FS KKR Cap Corp II35952V303 | COM | 4,176 | $8.20 萬 | <0.1% | – |
| JDJD.com, Inc. | SPON ADS CL A | 790 | $6.70 萬 | <0.1% | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 395 | $3.20 萬 | <0.1% | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 474 | $2.90 萬 | <0.1% | 歷史 |
| Varian Med Sys Inc92220P105 | COM | 140 | $2.50 萬 | <0.1% | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 245 | $2.00 萬 | <0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 900 | $1.80 萬 | <0.1% | 歷史 |
| SMEDSharps Compliance Corp | COM | 1,000 | $1.40 萬 | <0.1% | 歷史 |
| Flir Sys Inc302445101 | COM | 180 | $1.00 萬 | <0.1% | – |
| IVRInvesco Mortgage Capital Inc. | COM | 1,487 | $6,000 | <0.1% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10 | $3,000 | <0.1% | – |
| LYFTLyft, Inc. | CL A COM | 51 | $3,000 | <0.1% | 歷史 |
| RADNew Rite Aid, LLC | COM | 112 | $2,000 | <0.1% | 歷史 |
| EPREpr Properties | COM SH BEN INT | 13 | $1,000 | <0.1% | 歷史 |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 16 | $1,000 | <0.1% | 歷史 |