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CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

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
Falcon Minerals Corp30607B109CL A COM12,500$6.10 萬<0.1%00.0%不變–
DOUGDouglas Elliman Inc.COM10,708$12.3 萬<0.1%+10,708新進歷史
VGRVector Group LtdCOM12,424$14.3 萬<0.1%−7,700−38.3%減碼歷史
Delaware Ivy Hig246107106Closed-End Fund13,018$18.1 萬<0.1%+2,500+23.8%加碼–
DEDeere & CoStock587$20.1 萬<0.1%−31−5.0%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,115$20.4 萬<0.1%+31+2.9%加碼歷史
TMUST-Mobile US, Inc.Stock1,755$20.4 萬<0.1%−408−18.9%減碼歷史
ROKRockwell Automation, IncStock595$20.8 萬<0.1%−6,764−91.9%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,036$20.8 萬<0.1%−7,983−88.5%減碼歷史
CMGChipotle Mexican Grill IncCOM119$20.8 萬<0.1%+51+75.0%加碼歷史
KKellanovaStock3,238$20.9 萬<0.1%−4,880−60.1%減碼歷史
NSCNorfolk Southern CorpStock713$21.2 萬<0.1%−5,227−88.0%減碼歷史
DUKDuke Energy CORPStock2,028$21.3 萬<0.1%+157+8.4%加碼歷史
SHOPShopify Inc.Stock155$21.3 萬<0.1%00.0%不變歷史
NDAQNasdaq, Inc.COM1,020$21.4 萬<0.1%−22,541−95.7%減碼歷史
CCICrown Castle Inc.REIT1,029$21.5 萬<0.1%+44+4.5%加碼歷史
AJGArthur J. Gallagher & Co.COM1,291$21.9 萬<0.1%−1−0.1%減碼歷史
OTISOtis Worldwide CorpStock2,548$22.2 萬<0.1%+116+4.8%加碼歷史
DGDollar General CorpCOM941$22.2 萬<0.1%+370+64.8%加碼歷史
COPConocoPhillipsStock3,101$22.4 萬<0.1%+219+7.6%加碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN6,930$22.4 萬<0.1%+148+2.2%加碼–
ICEIntercontinental Exchange, Inc.Stock1,656$22.6 萬<0.1%−15,679−90.4%減碼歷史
PAYXPaychex IncStock1,675$22.9 萬<0.1%+102+6.5%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF1,597$23.2 萬<0.1%−673−29.6%減碼–
MASMasco CorpCOM3,305$23.2 萬<0.1%+183+5.9%加碼歷史
BPBP PLCADR8,748$23.3 萬<0.1%−1,000−10.3%減碼歷史
CBChubb LtdStock1,208$23.4 萬<0.1%−2−0.2%減碼歷史
GMGeneral Motors CoCOM4,044$23.7 萬<0.1%+211+5.5%加碼歷史
Ssga Active ETF Tr78467V202ST STR INCOM ETF6,705$23.7 萬<0.1%−227−3.3%減碼–
TJXTJX Companies IncStock3,268$24.8 萬<0.1%−128−3.8%減碼歷史
ARMKAramarkCOM6,872$25.3 萬<0.1%00.0%不變歷史
USBUS Bancorp DECOM NEW4,537$25.5 萬<0.1%−75−1.6%減碼歷史
TGTTarget CorpStock1,119$25.9 萬<0.1%−76−6.4%減碼歷史
CCitigroup IncStock4,283$25.9 萬<0.1%−1,330−23.7%減碼歷史
CATCaterpillar IncStock1,257$26.0 萬<0.1%+294+30.5%加碼歷史
CSXCSX CorpStock7,069$26.6 萬<0.1%−46,128−86.7%減碼歷史
SAPSAP SEADR1,900$26.6 萬<0.1%00.0%不變歷史
CARRCarrier Global CorpStock4,975$27.0 萬<0.1%+163+3.4%加碼歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB12,575$27.5 萬<0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB12,603$27.5 萬<0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB12,869$27.6 萬<0.1%00.0%不變–
PLDPrologis, Inc.REIT1,652$27.8 萬<0.1%+138+9.1%加碼歷史
IBMInternational Business Machines CorpStock2,220$29.7 萬<0.1%+97+4.6%加碼歷史
CHTRCharter Communications, Inc.CL A459$29.9 萬<0.1%00.0%不變歷史
Healthcare Realty Trust Inc42225P501CL A NEW9,215$30.8 萬<0.1%00.0%不變–
CHICalamos Convertible Opportunities & Income FundSH BEN INT20,471$30.9 萬<0.1%+4,971+32.1%加碼歷史
SCHWSchwab Charles CorpStock3,689$31.0 萬<0.1%+452+14.0%加碼歷史
INTCIntel CorpStock6,039$31.1 萬<0.1%+154+2.6%加碼歷史
BMYBristol Myers Squibb CoStock5,042$31.4 萬<0.1%−2,172−30.1%減碼歷史
APDAir Products & Chemicals, Inc.Stock1,035$31.5 萬<0.1%−238−18.7%減碼歷史
WisdomTree Tr97717W125FUTRE STRAT FD8,933$31.7 萬<0.1%−368−4.0%減碼–
PMPhilip Morris International Inc.Stock3,349$31.8 萬<0.1%−358−9.7%減碼歷史
AMATApplied Materials IncStock2,027$31.9 萬<0.1%+81+4.2%加碼歷史
UPSUnited Parcel Service IncStock1,495$32.0 萬<0.1%−7,122−82.7%減碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP6,569$32.3 萬<0.1%+130+2.0%加碼–
GPCGenuine Parts CoStock2,335$32.7 萬<0.1%+40+1.7%加碼歷史
VFCV F CorpStock4,480$32.8 萬<0.1%+170+3.9%加碼歷史
AMTAmerican Tower CorpREIT1,147$33.5 萬<0.1%+82+7.7%加碼歷史
CVSCVS Health CorpStock3,274$33.8 萬<0.1%+248+8.2%加碼歷史
ELEstee Lauder Companies IncCL A918$34.0 萬<0.1%+85+10.2%加碼歷史
SYKStryker CorpStock1,310$35.0 萬<0.1%−53−3.9%減碼歷史
AMDAdvanced Micro Devices IncStock2,442$35.1 萬<0.1%+131+5.7%加碼歷史
Vanguard Communication Services ETF92204A884ETF2,596$35.2 萬<0.1%+2,517+3,186.1%加碼–
GSGoldman Sachs Group IncStock922$35.3 萬<0.1%+50+5.7%加碼歷史
New York Life Investments Et45409B107HEDGE MULTI STRA11,352$36.1 萬<0.1%−379−3.2%減碼–
RTXRTX CorpStock4,227$36.4 萬<0.1%−321−7.1%減碼歷史
ENTGEntegris IncCOM2,634$36.5 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock789$36.6 萬<0.1%−3,729−82.5%減碼歷史
iShares Tr464287275GBL COMM SVC ETF4,478$36.8 萬<0.1%+4,132+1,194.2%加碼–
TXNTexas Instruments IncStock2,012$37.9 萬<0.1%−1,555−43.6%減碼歷史
CLXClorox CoStock2,188$38.1 萬<0.1%−1,476−40.3%減碼歷史
TMOThermo Fisher Scientific Inc.Stock580$38.7 萬<0.1%+31+5.6%加碼歷史
ZTSZoetis Inc.Stock1,629$39.8 萬<0.1%−1,706−51.2%減碼歷史
WFCWells Fargo & CompanyStock8,324$39.9 萬<0.1%+387+4.9%加碼歷史
AXPAmerican Express CoStock2,487$40.7 萬<0.1%−1,229−33.1%減碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP9,761$41.0 萬<0.1%+115+1.2%加碼–
MSMorgan StanleyStock4,268$41.9 萬<0.1%+89+2.1%加碼歷史
DGXQuest Diagnostics IncCOM2,479$42.9 萬<0.1%+30+1.2%加碼歷史
LINLinde PLCSHS1,240$43.0 萬<0.1%+78+6.7%加碼歷史
AVGOBroadcom Inc.Stock671$44.6 萬<0.1%+67+11.1%加碼歷史
SBUXStarbucks CorpStock3,893$45.5 萬<0.1%+214+5.8%加碼歷史
DHRDanaher CorpStock1,396$45.9 萬<0.1%+77+5.8%加碼歷史
UNPUnion Pacific CorpStock1,899$47.8 萬<0.1%−8,307−81.4%減碼歷史
iShares Tr464288638ISHS 5-10YR INVT8,203$48.6 萬<0.1%+24+0.3%加碼–
ADIAnalog Devices IncStock2,804$49.3 萬<0.1%+76+2.8%加碼歷史
TTTrane Technologies plcSHS2,478$50.1 萬<0.1%+55+2.3%加碼歷史
INTUIntuit Inc.Stock797$51.3 萬<0.1%+27+3.5%加碼歷史
VanEck ETF Trust92189F536LONG MUNI ETF23,977$51.9 萬<0.1%−4,163−14.8%減碼–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY10,187$53.1 萬<0.1%−421−4.0%減碼–
LOWLowes Companies IncStock2,103$54.4 萬<0.1%−7,669−78.5%減碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL14,733$54.4 萬<0.1%+84+0.6%加碼–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN7,631$54.5 萬<0.1%+2,435+46.9%加碼–
BACBank of America CorpStock12,325$54.8 萬<0.1%+744+6.4%加碼歷史
NKENIKE, Inc.Stock3,294$54.9 萬<0.1%−205−5.9%減碼歷史
iShares Tr46429B655FLTG RATE NT ETF10,845$55.0 萬<0.1%−266,770−96.1%減碼–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL14,406$56.0 萬<0.1%+152+1.1%加碼–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF7,306$56.2 萬<0.1%+2,041+38.8%加碼–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB26,267$56.2 萬<0.1%−1,668−6.0%減碼–
NFLXNetflix IncStock949$57.2 萬<0.1%−12−1.2%減碼歷史
iShares Tr46435G243ESG AWRE 1 5 YR22,928$58.8 萬<0.1%−50−0.2%減碼–

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