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 |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 11,762 | $196.0 萬 | 0.1% | +159+1.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 30,313 | $196.0 萬 | 0.1% | +30,313 | 新進 | – |
| DISHDISH Network CORP | CL A | 110,620 | $198.3 萬 | 0.1% | +50,832+85.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 21,243 | $200.5 萬 | 0.2% | +7,566+55.3% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 5,756 | $201.3 萬 | 0.2% | −974−14.5% | 減碼 | – |
| PCARPaccar Inc | COM | 24,593 | $202.5 萬 | 0.2% | −3,263−11.7% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 42,730 | $203.6 萬 | 0.2% | +42,730 | 新進 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 35,798 | $207.6 萬 | 0.2% | +11,439+47.0% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 5,704 | $208.8 萬 | 0.2% | +595+11.6% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 20,124 | $209.7 萬 | 0.2% | +3,343+19.9% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 29,805 | $210.4 萬 | 0.2% | +12,569+72.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 14,646 | $212.1 萬 | 0.2% | +95+0.7% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 13,800 | $214.2 萬 | 0.2% | +4,449+47.6% | 加碼 | 歷史 |
| iShares Tr464287192 | US TRSPRTION | 10,157 | $216.2 萬 | 0.2% | +6,599+185.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,009 | $220.8 萬 | 0.2% | +127+14.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 31,387 | $221.3 萬 | 0.2% | +22,521+254.0% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 35,848 | $221.6 萬 | 0.2% | +3,207+9.8% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,852 | $222.2 萬 | 0.2% | −24,250−52.6% | 減碼 | – |
| FOXFox Corp | CL B COM | 76,125 | $226.1 萬 | 0.2% | +6,566+9.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,929 | $226.3 萬 | 0.2% | +4,383+41.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,165 | $226.3 萬 | 0.2% | +1,685+22.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 13,020 | $226.3 萬 | 0.2% | +4,124+46.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 44,648 | $226.6 萬 | 0.2% | −3,326−6.9% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 24,139 | $227.0 萬 | 0.2% | +8,772+57.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 24,583 | $227.8 萬 | 0.2% | −1,649−6.3% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 109,859 | $231.7 萬 | 0.2% | −21,385−16.3% | 減碼 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 48,438 | $232.2 萬 | 0.2% | +48,438 | 新進 | – |
| MOAltria Group, Inc. | Stock | 55,749 | $232.9 萬 | 0.2% | −4,804−7.9% | 減碼 | 歷史 |
| MASMasco Corp | COM | 46,055 | $233.1 萬 | 0.2% | +15,276+49.6% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 27,807 | $233.3 萬 | 0.2% | +27,807 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 48,136 | $236.1 萬 | 0.2% | +48,136 | 新進 | – |
| SPDR Series Trust78464A789 | ST STR SP INS | 62,753 | $237.5 萬 | 0.2% | −22,840−26.7% | 減碼 | – |
| CAGConagra Brands Inc. | Stock | 70,026 | $239.8 萬 | 0.2% | −57,256−45.0% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 11,183 | $243.4 萬 | 0.2% | +11,183 | 新進 | – |
| CCitigroup Inc | Stock | 53,494 | $246.1 萬 | 0.2% | +10,701+25.0% | 加碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 9,188 | $247.1 萬 | 0.2% | +9,188 | 新進 | – |
| DHIHorton D R Inc | COM | 37,408 | $247.6 萬 | 0.2% | +16,259+76.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,106 | $255.7 萬 | 0.2% | +1,604+24.7% | 加碼 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 107,108 | $257.9 萬 | 0.2% | −57,187−34.8% | 減碼 | – |
| SWKSSkyworks Solutions, Inc. | Stock | 28,112 | $260.4 萬 | 0.2% | +14,865+112.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 41,580 | $261.6 萬 | 0.2% | +7,284+21.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 13,273 | $261.6 萬 | 0.2% | −6,923−34.3% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 14,345 | $261.8 萬 | 0.2% | +3,930+37.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 10,802 | $262.8 萬 | 0.2% | −7,716−41.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,741 | $263.3 萬 | 0.2% | +319+1.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,504 | $268.9 萬 | 0.2% | +6,504 | 新進 | 歷史 |
| iShares Tr46429B499 | MSCI NORWAY ETF | 108,853 | $269.7 萬 | 0.2% | −75,614−41.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 25,420 | $270.0 萬 | 0.2% | −260−1.0% | 減碼依 20 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 13,963 | $274.9 萬 | 0.2% | +665+5.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 18,409 | $281.6 萬 | 0.2% | −222−1.2% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 29,455 | $282.6 萬 | 0.2% | −531−1.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 17,270 | $285.1 萬 | 0.2% | +8,306+92.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 20,382 | $287.8 萬 | 0.2% | +5,461+36.6% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 27,509 | $289.8 萬 | 0.2% | +27,509 | 新進 | – |
| iShares Inc464286707 | MSCI FRANCE ETF | 97,313 | $292.1 萬 | 0.2% | −41,475−29.9% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 29,824 | $294.5 萬 | 0.2% | +1,453+5.1% | 加碼 | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 98,830 | $296.1 萬 | 0.2% | −62,021−38.6% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 32,326 | $297.4 萬 | 0.2% | +4,807+17.5% | 加碼 | – |
| CICigna Group | Stock | 11,337 | $298.8 萬 | 0.2% | −386−3.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 20,070 | $300.7 萬 | 0.2% | −6,321−24.0% | 減碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 18,974 | $304.0 萬 | 0.2% | +13,113+223.7% | 加碼 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 31,977 | $304.0 萬 | 0.2% | +31,977 | 新進 | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 132,373 | $304.6 萬 | 0.2% | −4,652−3.4% | 減碼 | – |
| iShares Inc464286103 | MSCI AUST ETF | 143,973 | $305.5 萬 | 0.2% | −36,485−20.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 23,923 | $305.6 萬 | 0.2% | +8,162+51.8% | 加碼 | 歷史 |
| iShares Inc464286756 | MSCI SWEDEN ETF | 101,274 | $308.4 萬 | 0.2% | +4,517+4.7% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 6,403 | $309.0 萬 | 0.2% | +753+13.3% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 13,624 | $309.9 萬 | 0.2% | +10,476+332.8% | 加碼 | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 64,930 | $310.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc464286814 | MSCI NETHERL ETF | 88,896 | $311.7 萬 | 0.2% | −622−0.7% | 減碼 | – |
| iShares Tr46429B515 | MSCI FINLAND ETF | 90,869 | $314.1 萬 | 0.2% | −1,884−2.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,070 | $317.5 萬 | 0.2% | +24,070 | 新進 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 24,710 | $325.7 萬 | 0.2% | −844−3.3% | 減碼 | – |
| AONAon plc | CL A | 12,169 | $328.2 萬 | 0.2% | −2,077−14.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 37,795 | $330.1 萬 | 0.2% | +37,795 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 6,463 | $331.9 萬 | 0.3% | +404+6.7% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 76,362 | $337.4 萬 | 0.3% | +16,579+27.7% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 25,403 | $341.8 萬 | 0.3% | −2,968−10.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,255 | $345.1 萬 | 0.3% | +15,255 | 新進 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 120,984 | $356.3 萬 | 0.3% | −8,827−6.8% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 21,203 | $359.1 萬 | 0.3% | +21,203 | 新進 | – |
| iShares Inc464286509 | MSCI CDA ETF | 112,537 | $379.0 萬 | 0.3% | −26,890−19.3% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 93,461 | $381.9 萬 | 0.3% | +18,253+24.3% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 51,937 | $382.3 萬 | 0.3% | −2,478−4.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 42,228 | $385.0 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 75,112 | $387.6 萬 | 0.3% | +75,112 | 新進 | – |
| IPInternational Paper Co | COM | 93,207 | $389.9 萬 | 0.3% | −25,155−21.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,182 | $392.1 萬 | 0.3% | −30−0.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 98,627 | $393.6 萬 | 0.3% | +98,627 | 新進 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 78,286 | $396.5 萬 | 0.3% | −53,783−40.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 39,550 | $402.2 萬 | 0.3% | +39,550 | 新進 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 31,229 | $404.5 萬 | 0.3% | −25,008−44.5% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 74,748 | $405.6 萬 | 0.3% | +11,369+17.9% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 41,165 | $409.4 萬 | 0.3% | −44,586−52.0% | 減碼 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 18,865 | $410.9 萬 | 0.3% | −300−1.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 33,892 | $412.0 萬 | 0.3% | −1,437−4.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 86,863 | $418.0 萬 | 0.3% | +86,863 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 58,520 | $418.4 萬 | 0.3% | −29,349−33.4% | 減碼 | – |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 121,111 | $425.3 萬 | 0.3% | −1,202−1.0% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 161,719 | $426.1 萬 | 0.3% | +161,719 | 新進 | – |
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。