CX Institutional
- SEC CIK
- 0001737089
- 最新申報
- 2026/10/2
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/2 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 1,172
- 較 2022 年第 1 季 +804
- 總值
- $13.2 億
- 較 2022 年第 1 季 +$7,598 萬 (+6.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287788 | U.S. FINLS ETF | 9,883 | $69.1 萬 | 0.1% | +5,937+150.5% | 加碼 | – |
| SSTKShutterstock, Inc. | COM | 12,044 | $69.1 萬 | 0.1% | +12,044 | 新進 | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 22,822 | $69.4 萬 | 0.1% | +22,822 | 新進 | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 26,917 | $69.7 萬 | 0.1% | +26,917 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 7,915 | $70.5 萬 | 0.1% | +7,915 | 新進 | – |
| KMBKimberly Clark Corp | Stock | 5,231 | $70.7 萬 | 0.1% | +327+6.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 11,930 | $74.0 萬 | 0.1% | −10,338−46.4% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 22,396 | $74.7 萬 | 0.1% | +5,641+33.7% | 加碼 | – |
| VIRVir Biotechnology, Inc. | COM | 29,812 | $75.9 萬 | 0.1% | +29,812 | 新進 | 歷史 |
| EFXEquifax Inc | COM | 4,163 | $76.1 萬 | 0.1% | −147−3.4% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 14,043 | $78.7 萬 | 0.1% | +14,043 | 新進 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 16,830 | $79.8 萬 | 0.1% | +16,830 | 新進 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 10,742 | $80.9 萬 | 0.1% | +8,719+431.0% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 16,537 | $81.4 萬 | 0.1% | +16,537 | 新進 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $81.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPRICapri Holdings Ltd | SHS | 19,953 | $81.8 萬 | 0.1% | +19,953 | 新進 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,447 | $82.6 萬 | 0.1% | +7,447 | 新進 | 歷史 |
| SKXSkechers USA Inc | CL A | 23,247 | $82.7 萬 | 0.1% | +23,247 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 7,556 | $83.4 萬 | 0.1% | +798+11.8% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 10,202 | $86.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UGIUgi Corp | Stock | 22,330 | $86.3 萬 | 0.1% | +22,330 | 新進 | 歷史 |
| Ironsource LtdM5R75Y101 | CL A ORD SHS | 373,594 | $88.9 萬 | 0.1% | +165,528+79.6% | 加碼 | – |
| RVTYRevvity, Inc. | COM | 6,266 | $89.1 萬 | 0.1% | −66−1.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 11,013 | $90.6 萬 | 0.1% | +1,527+16.1% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 12,516 | $92.9 萬 | 0.1% | +166+1.3% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 11,589 | $92.9 萬 | 0.1% | +2,943+34.0% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,057 | $93.5 萬 | 0.1% | −23−1.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 11,765 | $93.6 萬 | 0.1% | −814−6.5% | 減碼 | 歷史 |
| iShares Tr464288174 | GL TIMB FORE ETF | 12,798 | $95.2 萬 | 0.1% | +273+2.2% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 18,569 | $96.7 萬 | 0.1% | −1,657−8.2% | 減碼 | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 20,137 | $99.1 萬 | 0.1% | −4,092−16.9% | 減碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 41,047 | $99.3 萬 | 0.1% | +41,047 | 新進 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 11,588 | $100.3 萬 | 0.1% | −320−2.7% | 減碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 13,982 | $100.7 萬 | 0.1% | +1,633+13.2% | 加碼 | – |
| Goldman Sachs ETF Tr381430438 | EQUAL WEIGHT US | 18,650 | $103.5 萬 | 0.1% | −25,163−57.4% | 減碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 38,320 | $104.1 萬 | 0.1% | −193,834−83.5% | 減碼 | – |
| AMNAmn Healthcare Services Inc | COM | 9,537 | $104.6 萬 | 0.1% | +9,537 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 18,000 | $105.0 萬 | 0.1% | −18−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,742 | $106.6 萬 | 0.1% | +1,501+12.3% | 加碼 | – |
| COPConocoPhillips | Stock | 11,902 | $106.8 萬 | 0.1% | +1,762+17.4% | 加碼 | 歷史 |
| iShares Inc464286145 | MSCI FRONTIER | 40,679 | $109.1 萬 | 0.1% | −19,807−32.7% | 減碼 | – |
| OPENOpendoor Technologies Inc. | COM | 236,168 | $111.2 萬 | 0.1% | +126,862+116.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 48,892 | $111.8 萬 | 0.1% | −6,612−11.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,669 | $112.4 萬 | 0.1% | +125+8.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,742 | $116.7 萬 | 0.1% | −849−7.3% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,456 | $117.5 萬 | 0.1% | +264+12.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 6,145 | $119.0 萬 | 0.1% | +3,766+158.3% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 6,506 | $121.9 萬 | 0.1% | +3,878+147.6% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 9,013 | $123.9 萬 | 0.1% | −830−8.4% | 減碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 7,812 | $127.6 萬 | 0.1% | −19,549−71.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,460 | $129.1 萬 | 0.1% | −603−5.0% | 減碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 16,844 | $130.0 萬 | 0.1% | −1,976−10.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,680 | $131.2 萬 | 0.1% | −5,714−55.0% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 22,422 | $134.2 萬 | 0.1% | +450+2.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 14,593 | $137.3 萬 | 0.1% | +11,379+354.0% | 加碼 | – |
| DKNGDraftKings Inc. | Stock | 118,802 | $138.7 萬 | 0.1% | +57,408+93.5% | 加碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 16,916 | $140.9 萬 | 0.1% | −620−3.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34,622 | $141.3 萬 | 0.1% | −53,620−60.8% | 減碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 62,191 | $141.6 萬 | 0.1% | +3,165+5.4% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,859 | $144.3 萬 | 0.1% | +412+9.3% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 21,371 | $145.8 萬 | 0.1% | −3,694−14.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 4,513 | $147.4 萬 | 0.1% | −1,748−27.9% | 減碼 | – |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 53,547 | $149.4 萬 | 0.1% | +44,332+481.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 44,134 | $151.5 萬 | 0.1% | +44,134 | 新進 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 17,255 | $152.0 萬 | 0.1% | +15,229+751.7% | 加碼 | – |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 26,354 | $153.3 萬 | 0.1% | −1,647−5.9% | 減碼 | – |
| Goldman Sachs ETF Tr381430545 | HEDGE IND ETF | 22,081 | $154.7 萬 | 0.1% | −4,733−17.7% | 減碼 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 115,957 | $155.6 萬 | 0.1% | +115,957 | 新進 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 33,649 | $156.4 萬 | 0.1% | −51,757−60.6% | 減碼 | – |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 30,420 | $157.2 萬 | 0.1% | +69+0.2% | 加碼 | – |
| DOWDow Inc. | Stock | 30,666 | $158.3 萬 | 0.1% | −12,566−29.1% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 40,042 | $159.5 萬 | 0.1% | −2,784−6.5% | 減碼 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 24,445 | $160.7 萬 | 0.1% | +24,445 | 新進 | – |
| INTUIntuit Inc. | Stock | 4,190 | $161.5 萬 | 0.1% | +622+17.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 70,124 | $163.3 萬 | 0.1% | −24,474−25.9% | 減碼 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 18,712 | $163.6 萬 | 0.1% | −2,444−11.6% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 3,583 | $167.7 萬 | 0.1% | −19−0.5% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 3,579 | $167.7 萬 | 0.1% | +1,782+99.2% | 加碼 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 35,947 | $168.0 萬 | 0.1% | −2,442−6.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 21,893 | $168.5 萬 | 0.1% | −24,255−52.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,191 | $168.9 萬 | 0.1% | +1,913+18.6% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 54,200 | $172.5 萬 | 0.1% | −461,357−89.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 12,033 | $173.0 萬 | 0.1% | −793−6.2% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 24,113 | $173.4 萬 | 0.1% | +24,113 | 新進 | – |
| INTCIntel Corp | Stock | 46,376 | $173.5 萬 | 0.1% | −6,122−11.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,360 | $173.8 萬 | 0.1% | +625+13.2% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 45,320 | $176.1 萬 | 0.1% | +45,320 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 24,852 | $177.5 萬 | 0.1% | +9,786+65.0% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 6,632 | $178.8 萬 | 0.1% | +421+6.8% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 24,300 | $182.1 萬 | 0.1% | −28,099−53.6% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 19,957 | $182.6 萬 | 0.1% | −21,456−51.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6,684 | $183.3 萬 | 0.1% | +190+2.9% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 67,714 | $187.0 萬 | 0.1% | +14,969+28.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 10,469 | $187.2 萬 | 0.1% | +184+1.8% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 14,740 | $187.2 萬 | 0.1% | +14,740 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 12,384 | $189.7 萬 | 0.1% | +75+0.6% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 8,070 | $190.1 萬 | 0.1% | +815+11.2% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 53,578 | $192.2 萬 | 0.1% | +53,578 | 新進 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 24,229 | $193.7 萬 | 0.1% | +24,229 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 12,117 | $195.4 萬 | 0.1% | −1,206−9.1% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（2 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。