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Livermore
Livermore
中文EN

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
iShares Global Clean Energy ETF464288224ETF28,037$59.4 萬<0.1%+8,874+46.3%加碼–
PTONPeloton Interactive, Inc.CL A COM17,249$61.7 萬<0.1%+3,989+30.1%加碼歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF8,742$61.9 萬<0.1%00.0%不變–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF9,380$63.8 萬0.1%+2,628+38.9%加碼–
iShares Tr46434V613CORE UNIVRSL USD12,105$64.1 萬0.1%−25−0.2%減碼–
iShares Tr464289875CORE 40 MODE ETF14,135$64.3 萬0.1%−325−2.2%減碼–
Nushares ETF Tr67092P805NUVEEN ESG INTL21,010$65.1 萬0.1%+323+1.6%加碼–
ORCLOracle CorpStock7,638$66.6 萬0.1%−24,664−76.4%減碼歷史
STTState Street CorpCOM7,489$69.6 萬0.1%+82+1.1%加碼歷史
ACNAccenture plcStock1,706$70.7 萬0.1%+65+4.0%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP10,591$72.6 萬0.1%+77+0.7%加碼–
DOVDOVER CorpCOM4,242$77.0 萬0.1%+46+1.1%加碼歷史
NVSNovartis AGADR8,827$77.2 萬0.1%−1,375−13.5%減碼歷史
KMBKimberly Clark CorpStock5,504$78.7 萬0.1%+78+1.4%加碼歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF8,256$78.8 萬0.1%+2,187+36.0%加碼–
EVRGEvergy, Inc.Stock11,513$79.0 萬0.1%+57+0.5%加碼歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF14,784$79.8 萬0.1%+4,364+41.9%加碼–
NVDANVIDIA CorpStock2,730$80.3 萬0.1%−132−4.6%減碼歷史
iShares Tr464288174GL TIMB FORE ETF8,885$81.7 萬0.1%+2,933+49.3%加碼–
First Tr Exchange-Traded FD33733B100WTR ETF8,804$83.5 萬0.1%+2,385+37.2%加碼–
iShares Tr46435G409MSCI INTL VLU FT32,806$83.5 萬0.1%+2,251+7.4%加碼–
SPDR Index Shs FDS78463X152ST STR SP N AM19,156$84.3 萬0.1%+5,792+43.3%加碼–
CPRTCopart IncCOM5,646$85.6 萬0.1%−656−10.4%減碼歷史
ADPAutomatic Data Processing IncStock3,642$89.8 萬0.1%−9,430−72.1%減碼歷史
iShares Tr464288760US AER DEF ETF8,733$89.8 萬0.1%−10,984−55.7%減碼–
BRK.ABerkshire Hathaway IncCL A2$90.1 萬0.1%00.0%不變歷史
Global X FDS37954Y418THMATC GWT ETF20,297$90.2 萬0.1%+20,297新進–
SHWSherwin Williams CoCOM2,620$92.3 萬0.1%−1,496−36.3%減碼歷史
State Street SPDR S&P Bank ETF78464A797ETF17,001$92.8 萬0.1%+17,001新進–
TAT&T Inc.Stock38,710$95.2 萬0.1%−26,077−40.3%減碼歷史
FASTFastenal CoStock15,089$96.7 萬0.1%−6,027−28.5%減碼歷史
ZMZoom Communications, Inc.Stock5,437$100.0 萬0.1%+1,215+28.8%加碼歷史
ZGZillow Group, Inc.CL A16,140$100.4 萬0.1%+3,370+26.4%加碼歷史
ROKURoku, IncCOM CL A4,440$101.3 萬0.1%+4,440新進歷史
Vanguard Materials ETF92204A801ETF5,194$102.3 萬0.1%+4,508+657.1%加碼–
EMREmerson Electric CoStock11,457$106.5 萬0.1%−749−6.1%減碼歷史
GWWW.W. Grainger, Inc.Stock2,068$107.2 萬0.1%+39+1.9%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF25,906$108.9 萬0.1%+25,906新進–
iShares Tr46435U135CYBERSECURITY24,777$110.5 萬0.1%−7,659−23.6%減碼–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE10,791$110.8 萬0.1%+10,791新進–
State Street SPDR S&P Homebuilders ETF78464A888ETF12,995$111.5 萬0.1%−16,864−56.5%減碼–
Vanguard Consumer Discretionary ETF92204A108ETF3,295$112.3 萬0.1%−4,112−55.5%減碼–
ALLAllstate CorpStock9,591$112.8 萬0.1%−7,609−44.2%減碼歷史
Vanguard Industrials ETF92204A603ETF5,742$116.5 萬0.1%−6,920−54.7%減碼–
CRLCharles River Laboratories International, Inc.COM3,108$117.1 萬0.1%+2+0.1%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF22,259$117.5 萬0.1%−12,981−36.8%減碼–
NTAPNetApp, Inc.Stock12,790$117.7 萬0.1%−472−3.6%減碼歷史
LLYEli Lilly & CoStock4,323$119.4 萬0.1%+88+2.1%加碼歷史
RNGRingCentral, Inc.CL A6,457$121.0 萬0.1%+1,136+21.3%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL17,961$123.3 萬0.1%−21,459−54.4%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF24,316$124.2 萬0.1%−623−2.5%減碼–
EFXEquifax IncCOM4,278$125.3 萬0.1%+28+0.7%加碼歷史
RVTYRevvity, Inc.COM6,267$126.0 萬0.1%+36+0.6%加碼歷史
BROBrown & Brown, Inc.Stock17,981$126.4 萬0.1%+13+0.1%加碼歷史
Vanguard Information Technology ETF92204A702ETF2,816$129.0 萬0.1%−3,454−55.1%減碼–
UBERUber Technologies, IncStock31,403$131.7 萬0.1%+30,733+4,587.0%加碼歷史
AAPAdvance Auto Parts IncCOM5,500$131.9 萬0.1%−4,827−46.7%減碼歷史
HASHasbro, Inc.COM13,577$138.2 萬0.1%+879+6.9%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF12,350$138.3 萬0.1%00.0%不變–
Nushares ETF Tr67092P870NUVEEN ESG US55,082$141.4 萬0.1%−62−0.1%減碼–
Flexshares Tr33939L795STOXX GLOBR INF24,947$143.1 萬0.1%+9,613+62.7%加碼–
iShares Tr464288372GLB INFRASTR ETF30,205$143.7 萬0.1%+10,562+53.8%加碼–
ZIONZions Bancorporation, National AssociationCOM23,092$145.9 萬0.1%−478−2.0%減碼歷史
TSLATesla, Inc.Stock1,390$146.9 萬0.1%−14−1.0%減碼歷史
ABTAbbott LaboratoriesStock10,810$152.1 萬0.1%+64+0.6%加碼歷史
FNFFidelity National Financial, Inc.COM SHS29,213$152.4 萬0.1%+194+0.7%加碼歷史
Global X FDS37954Y673US INFR DEV ETF54,666$157.4 萬0.1%+19,966+57.5%加碼–
MRSHMarsh & McLennan Companies, Inc.Stock9,174$159.5 萬0.1%−186−2.0%減碼歷史
FAFFirst American Financial CorpStock20,707$162.0 萬0.1%−403−1.9%減碼歷史
MMM3M CoStock9,186$163.2 萬0.1%−6−0.1%減碼歷史
CRMSalesforce, Inc.Stock6,448$163.9 萬0.1%+4,945+329.0%加碼歷史
iShares Tr464289859CORE 80 20 ETF22,751$165.7 萬0.1%+650+2.9%加碼–
DISWalt Disney CoStock10,954$169.7 萬0.1%+8,514+348.9%加碼歷史
GDGeneral Dynamics CorpStock8,301$173.1 萬0.1%−20−0.2%減碼歷史
PGRProgressive CorpStock17,226$176.8 萬0.1%+922+5.7%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF24,445$177.2 萬0.1%+2,357+10.7%加碼–
MAMastercard IncStock5,019$180.3 萬0.1%+3,085+159.5%加碼歷史
ABBVAbbVie Inc.Stock13,440$182.0 萬0.1%+422+3.2%加碼歷史
JPMJPMorgan Chase & CoStock11,637$184.3 萬0.1%−25−0.2%減碼歷史
PYPLPayPal Holdings, Inc.Stock10,606$200.0 萬0.2%+2,562+31.8%加碼歷史
ADBEAdobe Inc.Stock3,576$202.8 萬0.2%+2,979+499.0%加碼歷史
TWLOTwilio IncCL A7,871$207.3 萬0.2%+3,799+93.3%加碼歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI128,932$214.0 萬0.2%+67,068+108.4%加碼–
iShares Tr464287739U.S. REAL ES ETF18,613$216.2 萬0.2%+10,124+119.3%加碼–
iShares Tr46432F875MRNGSTR INC ETF90,814$218.2 萬0.2%+44,746+97.1%加碼–
Paramount Global92556H206CL B72,637$219.2 萬0.2%+36,473+100.9%加碼–
GOOGAlphabet Inc.Stock804$232.6 萬0.2%+5+0.6%加碼歷史
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT105,230$245.3 萬0.2%−12,557−10.7%減碼–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF68,129$246.3 萬0.2%−326−0.5%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF15,058$246.6 萬0.2%−595−3.8%減碼–
SPDR Series Trust78464A805ST STR PR SP150042,669$249.4 萬0.2%−947−2.2%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF27,476$251.2 萬0.2%−14,835−35.1%減碼–
CMCSAComcast CorpStock52,084$262.1 萬0.2%+8,927+20.7%加碼歷史
HDHome Depot, Inc.Stock6,366$264.2 萬0.2%−6,067−48.8%減碼歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10079,142$265.7 萬0.2%−12,039−13.2%減碼–
iShares Russell 2000 ETF464287655ETF12,133$269.9 萬0.2%−18−0.1%減碼–
GILDGilead Sciences, Inc.Stock37,207$270.2 萬0.2%−14,837−28.5%減碼歷史
BBYBest Buy Co IncStock26,633$270.6 萬0.2%+10,234+62.4%加碼歷史
VVisa Inc.Stock12,569$272.4 萬0.2%+1,229+10.8%加碼歷史
Goldman Sachs ETF Tr381430545HEDGE IND ETF26,720$272.6 萬0.2%−3,965−12.9%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