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CX Institutional

SEC CIK
0001737089
最新申報
2026/7/1

2021 年第 4 季持倉

持倉截至 2021/12/31,2022/1/18 申報。只含多頭部位,變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
334
較 2021 年第 3 季 −626
總值
$12.6 億
較 2021 年第 3 季 +$3,361 萬 (+2.7%)
申報日
2022/1/18
SEC
CX Institutional 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF103,103$4,918 萬3.9%+870+0.9%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF186,493$4,751 萬3.8%+8,059+4.5%加碼–
SPDR Series Trust78464A672ST INTER ETF1,060,461$3,399 萬2.7%−398,888−27.3%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF133,257$2,945 萬2.3%+3,066+2.4%加碼–
Vanguard Short-Term Bond ETF921937827ETF329,229$2,661 萬2.1%−10,275−3.0%減碼–
American Centy ETF Tr025072505DIVERSIFIED MU457,036$2,525 萬2.0%+89,472+24.3%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF194,867$2,253 萬1.8%+9,864+5.3%加碼–
Vanguard Total International Bond ETF92203J407ETF386,627$2,133 萬1.7%−106,650−21.6%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF91,829$2,075 萬1.7%+1,777+2.0%加碼–
Goldman Sachs ETF Tr381430529ACCES TREASURY199,057$1,991 萬1.6%+49,801+33.4%加碼–
SPDR Series Trust78468R721STATE STREET SPD371,855$1,924 萬1.5%+59,069+18.9%加碼–
iShares Tr4642874571 3 YR TREAS BD218,253$1,867 萬1.5%+20,540+10.4%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF244,272$1,789 萬1.4%+7,683+3.2%加碼–
iShares Core MSCI Eafe ETF46432F842ETF231,388$1,727 萬1.4%+38,391+19.9%加碼–
iShares Inc464286392MSCI WORLD ETF111,386$1,507 萬1.2%+3,160+2.9%加碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL292,585$1,474 萬1.2%+289,584+9,649.6%加碼–
SPDR Series Trust78464A763ST STR SP DIV104,638$1,351 萬1.1%+6,683+6.8%加碼–
iShares Russell 1000 Value ETF464287598ETF78,191$1,313 萬1.0%+4,293+5.8%加碼–
SPDR Series Trust78468R739ST NUVE TERM ETF260,828$1,283 萬1.0%+43,984+20.3%加碼–
ProShares Tr74347B607INVT INT RT HG165,245$1,229 萬1.0%+16,027+10.7%加碼–
iShares Tr464288414NATIONAL MUN ETF101,609$1,182 萬0.9%+13,177+14.9%加碼–
SPDR Series Trust78464A383ST STR BACKE ETF463,419$1,176 萬0.9%+463,419新進–
iShares Russell 1000 Growth ETF464287614ETF38,463$1,175 萬0.9%+3,419+9.8%加碼–
Vanguard World FD921910816MEGA GRWTH IND43,779$1,142 萬0.9%+3,771+9.4%加碼–
iShares Tr464288273EAFE SML CP ETF154,736$1,131 萬0.9%−19,520−11.2%減碼–
MSFTMicrosoft CorpStock32,437$1,091 萬0.9%−191−0.6%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF33,725$1,082 萬0.9%−18,090−34.9%減碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF41,963$1,069 萬0.8%+8,309+24.7%加碼–
VanEck ETF Trust92189H201INTRMDT MUNI ETF195,808$1,004 萬0.8%+27,776+16.5%加碼–
AAPLApple Inc.Stock55,805$990.9 萬0.8%−109−0.2%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF48,153$984.4 萬0.8%+2,975+6.6%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF90,222$954.6 萬0.8%+13,846+18.1%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF104,441$946.3 萬0.8%+11,595+12.5%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF53,145$924.0 萬0.7%−2,220−4.0%減碼–
iShares Tr46434V449MSCI INTL MOMENT230,604$877.0 萬0.7%+46,141+25.0%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF104,762$847.5 萬0.7%−16,248−13.4%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF55,877$840.0 萬0.7%+10,885+24.2%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF161,545$815.5 萬0.6%−10,102−5.9%減碼–
WisdomTree Tr97717W505US MIDCAP DIVID179,849$797.8 萬0.6%+4,017+2.3%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF189,788$797.1 萬0.6%+24,860+15.1%加碼–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG80,181$762.8 萬0.6%−95,961−54.5%減碼–
Legg Mason ETF Invt52468L406FRANKLIN US LOW181,973$728.6 萬0.6%+4,146+2.3%加碼–
WisdomTree Tr97717W307US LARGECAP DIVD109,851$725.5 萬0.6%+863+0.8%加碼依 2 比 1 拆股換算–
State Street Financial Select Sector SPDR ETF81369Y605ETF185,331$723.7 萬0.6%−24,499−11.7%減碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF89,159$692.6 萬0.6%−8,068−8.3%減碼–
iShares MSCI Eafe ETF464287465ETF86,652$681.8 萬0.5%+773+0.9%加碼–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL133,043$679.3 萬0.5%+56,803+74.5%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF133,980$662.7 萬0.5%+28,047+26.5%加碼–
iShares Tr46434V803HDG MSCI EAFE183,136$647.0 萬0.5%−103,950−36.2%減碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF130,872$643.5 萬0.5%−8,131−5.8%減碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF128,144$637.4 萬0.5%+127,514+20,240.3%加碼–
PFEPfizer IncStock106,848$630.9 萬0.5%+72,378+210.0%加碼歷史
UNHUnitedHealth Group IncStock12,455$625.4 萬0.5%+1,057+9.3%加碼歷史
NOCNorthrop Grumman CorpStock16,104$623.4 萬0.5%+4,511+38.9%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF139,330$622.7 萬0.5%+138,488+16,447.5%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF110,888$619.1 萬0.5%−106,630−49.0%減碼–
SPDR Series Trust78468R101ST SHO TREAS ETF203,260$618.5 萬0.5%+1,748+0.9%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF21,747$612.8 萬0.5%+305+1.4%加碼–
CSCOCisco Systems, Inc.Stock90,505$573.5 萬0.5%+19,920+28.2%加碼歷史
WMTWalmart Inc.Stock39,434$570.6 萬0.5%+8,290+26.6%加碼歷史
iShares S&P 500 Value ETF464287408ETF36,185$566.8 萬0.5%+4,584+14.5%加碼–
PGProcter & Gamble CoStock34,534$564.9 萬0.4%−5,611−14.0%減碼歷史
iShares Tr464288869MICRO-CAP ETF40,334$563.6 萬0.4%−5,625−12.2%減碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF72,247$554.6 萬0.4%00.0%不變–
JNJJohnson & JohnsonStock31,771$543.5 萬0.4%−4,707−12.9%減碼歷史
COSTCostco Wholesale CorpStock9,568$543.2 萬0.4%−35−0.4%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF46,818$534.1 萬0.4%+1,947+4.3%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF125,157$519.3 萬0.4%−19,990−13.8%減碼–
iShares Inc464286509MSCI CDA ETF131,905$506.9 萬0.4%+332+0.3%加碼–
AMGNAmgen IncStock22,320$502.1 萬0.4%+7,659+52.2%加碼歷史
iShares Inc464286707MSCI FRANCE ETF128,395$499.2 萬0.4%+1,341+1.1%加碼–
iShares Inc46434G830MSCI ITALY ETF150,631$494.2 萬0.4%+1,185+0.8%加碼–
iShares Inc464286814MSCI NETHERL ETF97,685$490.6 萬0.4%−2,509−2.5%減碼–
iShares Tr464288513IBOXX HI YD ETF56,049$487.7 萬0.4%−9,891−15.0%減碼–
MCDMcDonalds CorpStock18,040$483.6 萬0.4%+6,311+53.8%加碼歷史
iShares Inc464286533MSCI EMERG MRKT76,877$482.9 萬0.4%00.0%不變–
iShares Tr46435G334MSCI UK ETF NEW145,439$482.0 萬0.4%+145,088+41,335.6%加碼–
iShares Tr46429B499MSCI NORWAY ETF165,168$481.1 萬0.4%−5,363−3.1%減碼–
KOCoca Cola CoStock81,114$480.3 萬0.4%+27,670+51.8%加碼歷史
ATVIActivision Blizzard, Inc.COM71,378$474.9 萬0.4%+30,079+72.8%加碼歷史
iShares Inc464286806MSCI GERMANY ETF143,338$469.9 萬0.4%+2,476+1.8%加碼–
SPDR Series Trust78464A144ST STR CORPO ETF134,963$469.8 萬0.4%+134,963新進–
Vanguard Morningstar Small-Cap Value ETF922908611ETF26,237$469.2 萬0.4%+842+3.3%加碼–
iShares Inc464286103MSCI AUST ETF188,269$467.5 萬0.4%+3,567+1.9%加碼–
GOOGLAlphabet Inc.Stock1,612$467.0 萬0.4%−35−2.1%減碼歷史
Goldman Sachs ETF Tr381430479ACCESS INVT GR85,480$462.4 萬0.4%−1,075−1.2%減碼–
AMZNAmazon Com IncStock1,381$460.5 萬0.4%+18+1.3%加碼歷史
iShares Inc46434G822MSCI JAPAN ETF67,249$450.3 萬0.4%+52,139+345.1%加碼–
iShares MSCI India ETF46429B598ETF97,079$445.0 萬0.4%+10,930+12.7%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF31,242$440.2 萬0.4%+1,228+4.1%加碼–
iShares Tr464288448INTL SEL DIV ETF140,076$436.8 萬0.3%+7,925+6.0%加碼–
LMTLockheed Martin CorpStock12,272$436.2 萬0.3%+3,194+35.2%加碼歷史
AONAon plcCL A14,201$426.8 萬0.3%+14,201新進歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF53,877$415.4 萬0.3%+7,367+15.8%加碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US57,572$411.6 萬0.3%−70,382−55.0%減碼–
iShares Semiconductor ETF464287523ETF7,584$411.3 萬0.3%+2,291+43.3%加碼–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF77,968$404.0 萬0.3%+7,070+10.0%加碼–
MDLZMondelez International, Inc.Stock60,923$404.0 萬0.3%+27,065+79.9%加碼歷史
NEENextera Energy IncStock41,636$388.7 萬0.3%+15,524+59.5%加碼歷史
iShares Tr464287192US TRSPRTION13,897$384.2 萬0.3%+5,259+60.9%加碼–

2021 年第 3 季之後清倉(635 檔)

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 635 檔。

CX Institutional 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
iShares Tr464288588MBS ETF100,726$1,089 萬0.9%–
SPDR Series Trust78464A821ST STR SP400GRW85,110$643.9 萬0.5%–
iShares Tr464288182MSCI AC ASIA ETF68,997$586.0 萬0.5%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF43,886$583.8 萬0.5%–
AONAon plcCOM18,283$522.5 萬0.4%歷史
iShares Inc464286632MSCI ISRAEL ETF70,611$505.6 萬0.4%–
iShares Inc46434G798MSCI RUSSIA ETF90,194$430.8 萬0.4%–
SPDR Index Shs FDS78463X475ST STR MSCI GLB56,179$307.5 萬0.3%–
Ssga Active ETF Tr78467V707ST STR UL BD ETF70,106$283.6 萬0.2%–
iShares Tr464287515EXPANDED TECH5,818$232.2 萬0.2%–
iShares Tr46435G342MORTGE REL ETF61,741$223.4 萬0.2%–
UUnity Software Inc.COM14,222$179.6 萬0.1%歷史
NETCloudflare, Inc.CL A COM12,504$140.9 萬0.1%歷史
AVLRAvalara, Inc.COM7,739$135.2 萬0.1%歷史
iShares Core S&P US Value ETF464287663ETF14,425$102.2 萬0.1%–
iShares Inc464286756MSCI SWEDEN ETF22,247$99.8 萬0.1%–
Vanguard World FD921910733ESG US STK ETF12,247$98.0 萬0.1%–
VSATViasat IncCOM10,863$59.8 萬<0.1%歷史
LGNDLigand Pharmaceuticals IncCOM NEW4,240$59.1 萬<0.1%歷史
HAEHaemonetics CorpCOM8,102$57.2 萬<0.1%歷史
VZVerizon Communications IncStock10,355$55.9 萬<0.1%歷史
RAMPLiveRamp Holdings, Inc.COM11,319$53.5 萬<0.1%歷史
First Tr Exchange-Traded FD33738R886DORSEY WRIGHT22,685$51.6 萬<0.1%–
STRAStrategic Education, Inc.COM7,244$51.1 萬<0.1%歷史
First Tr Exchange-Traded FD33739Q507SSI STRG ETF9,833$49.9 萬<0.1%–
ORLYO Reilly Automotive IncStock814$49.7 萬<0.1%歷史
MCOMoodys CorpStock1,358$48.2 萬<0.1%歷史
Sailpoint Technologies Holdings, Inc.78781P105COM11,145$47.8 萬<0.1%–
PRGPROG Holdings, Inc.Stock11,356$47.7 萬<0.1%歷史
TSCOTractor Supply CoCOM2,241$45.4 萬<0.1%歷史
RUNSunrun Inc.COM10,094$44.4 萬<0.1%歷史
EBSEmergent BioSolutions Inc.COM8,754$43.8 萬<0.1%歷史
KRKroger CoStock10,799$43.7 萬<0.1%歷史
POOLPool CorpCOM1,000$43.4 萬<0.1%歷史
CBOECboe Global Markets, Inc.COM3,059$37.9 萬<0.1%歷史
IEXIdex CorpCOM1,710$35.4 萬<0.1%歷史
TREELendingTree, Inc.COM2,532$35.4 萬<0.1%歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF7,180$34.7 萬<0.1%–
CAGConagra Brands Inc.Stock10,096$34.2 萬<0.1%歷史
CTXSCitrix Systems IncCOM3,063$32.9 萬<0.1%歷史
HIIHuntington Ingalls Industries, Inc.COM1,672$32.3 萬<0.1%歷史
MDTMedtronic plcStock2,521$31.6 萬<0.1%歷史
FSKFS KKR Capital CorpCOM13,288$29.3 萬<0.1%歷史
BSCLBILI Social International, Inc.BULSHS 2021 CB13,093$27.6 萬<0.1%歷史
BABoeing CoStock1,250$27.5 萬<0.1%歷史
GEGeneral Electric CoStock2,317$23.9 萬<0.1%歷史
VEEVVeeva Systems IncStock779$22.4 萬<0.1%歷史
AZOAutoZone IncCOM125$21.2 萬<0.1%歷史
DDominion Energy, IncStock2,826$20.6 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock1,243$20.5 萬<0.1%歷史
BNYBank of New York Mellon CorpStock3,779$19.6 萬<0.1%歷史
FITBFifth Third BancorpCOM4,618$19.6 萬<0.1%歷史
BDXBecton Dickinson & CoStock735$18.1 萬<0.1%歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST7,630$18.1 萬<0.1%–
TFCTruist Financial CorpCOM3,065$18.0 萬<0.1%歷史
iShares Tr46434V274INTL EQTY FACTOR5,986$17.4 萬<0.1%–
AEPAmerican Electric Power Co IncStock2,100$17.0 萬<0.1%歷史
OXYOccidental Petroleum CorpStock5,723$16.9 萬<0.1%歷史
HCAHCA Healthcare, Inc.COM695$16.9 萬<0.1%歷史
BLKBlackRock, Inc.COM201$16.9 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW3,126$16.9 萬<0.1%歷史
HPIJohn Hancock Preferred Income FundSH BEN INT7,720$16.6 萬<0.1%歷史
KHCKraft Heinz CoStock4,439$16.3 萬<0.1%歷史
IPInternational Paper CoCOM2,860$16.0 萬<0.1%歷史
Vanguard Real Estate ETF922908553ETF1,535$15.6 萬<0.1%–
TROWPrice T Rowe Group IncStock795$15.6 萬<0.1%歷史
GLGlobe Life Inc.COM1,752$15.6 萬<0.1%歷史
ECLEcolab Inc.Stock738$15.4 萬<0.1%歷史
STLDSteel Dynamics IncCOM2,639$15.4 萬<0.1%歷史
AAgilent Technologies, Inc.COM972$15.3 萬<0.1%歷史
FISVFiserv IncStock1,397$15.2 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF2,761$15.2 萬<0.1%–
SOSouthern CoStock2,420$15.0 萬<0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock680$15.0 萬<0.1%歷史
DRIDarden Restaurants IncCOM988$15.0 萬<0.1%歷史
EQIXEquinix IncCOM187$14.8 萬<0.1%歷史
iShares Tr464287580US CONSUM DISCRE1,901$14.7 萬<0.1%–
MUMicron Technology IncStock2,050$14.6 萬<0.1%歷史
COFCapital One Financial CorpStock904$14.6 萬<0.1%歷史
BSXBoston Scientific CorpStock3,305$14.3 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW740$14.3 萬<0.1%歷史
EWEdwards Lifesciences CorpStock1,243$14.1 萬<0.1%歷史
HUMHumana IncStock363$14.1 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW140$13.9 萬<0.1%歷史
NOWServiceNow, Inc.Stock217$13.5 萬<0.1%歷史
CMECME Group Inc.COM693$13.4 萬<0.1%歷史
ADSKAutodesk, Inc.COM468$13.3 萬<0.1%歷史
FFord Motor CoStock9,118$12.9 萬<0.1%歷史
KLACKLA CorpCOM NEW385$12.9 萬<0.1%歷史
EBAYeBay IncCOM1,854$12.9 萬<0.1%歷史
LUMNLumen Technologies, Inc.Stock10,296$12.8 萬<0.1%歷史
ETNEaton Corp plcStock859$12.8 萬<0.1%歷史
PSAPublic StorageCOM426$12.7 萬<0.1%歷史
HBANHuntington Bancshares IncCOM8,207$12.7 萬<0.1%歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF4,736$12.6 萬<0.1%–
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund IncSHS4,290$12.4 萬<0.1%歷史
ILMNIllumina, Inc.COM303$12.3 萬<0.1%歷史
SNPSSynopsys IncCOM406$12.2 萬<0.1%歷史
RMDResmed IncCOM458$12.1 萬<0.1%歷史
CCDCalamos Dynamic Convertible & Income FundCOM3,976$12.1 萬<0.1%歷史