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 |
|---|---|---|---|---|---|---|---|
| BGTBlackRock Floating Rate Income Trust | COM | 700 | $8,000 | <0.1% | +700 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 360 | $8,000 | <0.1% | +360 | 新進 | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 363 | $8,000 | <0.1% | +363 | 新進 | – |
| DXCDXC Technology Co | Stock | 309 | $9,000 | <0.1% | +309 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 61 | $9,000 | <0.1% | +61 | 新進 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 209 | $9,000 | <0.1% | −61,475−99.7% | 減碼 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 678 | $9,000 | <0.1% | +678 | 新進 | 歷史 |
| RHIRobert Half Inc. | COM | 117 | $9,000 | <0.1% | +117 | 新進 | 歷史 |
| CHCOCity Holding Co | COM | 117 | $9,000 | <0.1% | +117 | 新進 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 196 | $9,000 | <0.1% | +196 | 新進 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 500 | $9,000 | <0.1% | +500 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J544 | BULSHS 2023 MUNI | 370 | $9,000 | <0.1% | +370 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J551 | BULSHS 2022 MUNI | 368 | $9,000 | <0.1% | +368 | 新進 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 828 | $1.00 萬 | <0.1% | +828 | 新進 | – |
| AALAmerican Airlines Group Inc. | Stock | 764 | $1.00 萬 | <0.1% | +764 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 600 | $1.00 萬 | <0.1% | +600 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 55 | $1.00 萬 | <0.1% | +55 | 新進 | 歷史 |
| BALLBALL Corp | COM | 139 | $1.00 萬 | <0.1% | +139 | 新進 | 歷史 |
| MHKMohawk Industries Inc | COM | 82 | $1.00 萬 | <0.1% | +82 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 529 | $1.00 萬 | <0.1% | +529 | 新進 | – |
| FRMEFirst Merchants Corp | COM | 284 | $1.00 萬 | <0.1% | +284 | 新進 | 歷史 |
| iShares Tr464287713 | US TELECOM ETF | 414 | $1.00 萬 | <0.1% | +414 | 新進 | – |
| VALEVale S.A. | SPONSORED ADS | 650 | $1.00 萬 | <0.1% | +650 | 新進 | 歷史 |
| Ssga Active Tr78470P408 | STATE STREET US | 250 | $1.00 萬 | <0.1% | +250 | 新進 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 302 | $1.00 萬 | <0.1% | +302 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 117 | $1.00 萬 | <0.1% | +117 | 新進 | 歷史 |
| EOSEaton Vance Enhanced Equity Income Fund II | COM | 600 | $1.00 萬 | <0.1% | +600 | 新進 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 188 | $1.00 萬 | <0.1% | +188 | 新進 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 180 | $1.00 萬 | <0.1% | +180 | 新進 | 歷史 |
| CTXSCitrix Systems Inc | COM | 99 | $1.00 萬 | <0.1% | +99 | 新進 | 歷史 |
| iShares Tr464289123 | NEW ZEALAND ETF | 222 | $1.00 萬 | <0.1% | +222 | 新進 | – |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 500 | $1.00 萬 | <0.1% | +500 | 新進 | – |
| FFIVF5, Inc. | Stock | 73 | $1.10 萬 | <0.1% | +73 | 新進 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 50 | $1.10 萬 | <0.1% | +50 | 新進 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 121 | $1.10 萬 | <0.1% | +121 | 新進 | 歷史 |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 236 | $1.10 萬 | <0.1% | +236 | 新進 | – |
| WEXWEX Inc. | COM | 67 | $1.10 萬 | <0.1% | +67 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 202 | $1.10 萬 | <0.1% | +202 | 新進 | – |
| UALUnited Airlines Holdings, Inc. | COM | 311 | $1.10 萬 | <0.1% | +311 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 181 | $1.10 萬 | <0.1% | +181 | 新進 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 108 | $1.10 萬 | <0.1% | +108 | 新進 | – |
| LNCLincoln National Corp | COM | 233 | $1.10 萬 | <0.1% | +233 | 新進 | 歷史 |
| ZGZillow Group, Inc. | CL A | 343 | $1.10 萬 | <0.1% | +343 | 新進 | 歷史 |
| ACCDAccolade, Inc. | COM | 1,500 | $1.10 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 647 | $1.20 萬 | <0.1% | +647 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 106 | $1.20 萬 | <0.1% | +106 | 新進 | – |
| MFCManulife Financial Corp | COM | 696 | $1.20 萬 | <0.1% | +696 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 150 | $1.20 萬 | <0.1% | +150 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 170 | $1.20 萬 | <0.1% | +170 | 新進 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 219 | $1.20 萬 | <0.1% | +219 | 新進 | – |
| GRMNGarmin Ltd | SHS | 123 | $1.20 萬 | <0.1% | +123 | 新進 | 歷史 |
| BGSB&G Foods, Inc. | COM | 500 | $1.20 萬 | <0.1% | +500 | 新進 | 歷史 |
| ABMDAbiomed Inc | COM | 47 | $1.20 萬 | <0.1% | +47 | 新進 | 歷史 |
| CEQPCrestwood Equity Partners LP | UNIT LTD PARTNER | 500 | $1.20 萬 | <0.1% | +500 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738R886 | DORSEY WRIGHT | 658 | $1.20 萬 | <0.1% | +658 | 新進 | – |
| NATINational Instruments Corp | COM | 380 | $1.20 萬 | <0.1% | +380 | 新進 | 歷史 |
| SHELShell plc | ADR | 250 | $1.30 萬 | <0.1% | +250 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 225 | $1.30 萬 | <0.1% | +225 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 116 | $1.30 萬 | <0.1% | +116 | 新進 | 歷史 |
| FLEXFlex Ltd. | Stock | 867 | $1.30 萬 | <0.1% | +867 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 60 | $1.30 萬 | <0.1% | +60 | 新進 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 291 | $1.30 萬 | <0.1% | +291 | 新進 | – |
| IOSPInnospec Inc. | COM | 133 | $1.30 萬 | <0.1% | +133 | 新進 | 歷史 |
| PIPRPiper Sandler Companies | COM | 112 | $1.30 萬 | <0.1% | +112 | 新進 | 歷史 |
| VanEck Vectors ETF Tr92189H839 | SOCIAL SENTIMENT | 1,001 | $1.30 萬 | <0.1% | +1,001 | 新進 | – |
| EMNEastman Chemical Co | Stock | 159 | $1.40 萬 | <0.1% | +159 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 1,399 | $1.40 萬 | <0.1% | +1,399 | 新進 | 歷史 |
| AVNSAvanos Medical, Inc. | Stock | 525 | $1.40 萬 | <0.1% | +525 | 新進 | 歷史 |
| NOVNOV Inc. | COM | 831 | $1.40 萬 | <0.1% | +831 | 新進 | 歷史 |
| DVADavita Inc. | COM | 171 | $1.40 萬 | <0.1% | +171 | 新進 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 151 | $1.40 萬 | <0.1% | +151 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 73 | $1.40 萬 | <0.1% | +73 | 新進 | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 1,200 | $1.40 萬 | <0.1% | +1,200 | 新進 | 歷史 |
| POSTPost Holdings, Inc. | COM | 166 | $1.40 萬 | <0.1% | +166 | 新進 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 243 | $1.40 萬 | <0.1% | +243 | 新進 | 歷史 |
| WDCWestern Digital Corp | COM | 316 | $1.40 萬 | <0.1% | +316 | 新進 | 歷史 |
| IRIngersoll Rand Inc. | COM | 343 | $1.40 萬 | <0.1% | +343 | 新進 | 歷史 |
| NWSNews Corp | CL B | 856 | $1.40 萬 | <0.1% | +856 | 新進 | 歷史 |
| RFPResolute Forest Products Inc. | COM | 1,078 | $1.40 萬 | <0.1% | +1,078 | 新進 | 歷史 |
| RCSPIMCO Strategic Income Fund, Inc. | CEF | 2,929 | $1.50 萬 | <0.1% | +2,929 | 新進 | 歷史 |
| OMCOmnicom Group Inc. | COM | 237 | $1.50 萬 | <0.1% | +237 | 新進 | 歷史 |
| ASBAssociated Banc-Corp | COM | 814 | $1.50 萬 | <0.1% | +814 | 新進 | 歷史 |
| OGEOGE Energy Corp. | COM | 400 | $1.50 萬 | <0.1% | +400 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 189 | $1.50 萬 | <0.1% | +189 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 40 | $1.50 萬 | <0.1% | +40 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 503 | $1.50 萬 | <0.1% | +503 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 176 | $1.50 萬 | <0.1% | +176 | 新進 | – |
| ILMNIllumina, Inc. | COM | 82 | $1.50 萬 | <0.1% | +82 | 新進 | 歷史 |
| OIO-I Glass, Inc. | COM | 1,040 | $1.50 萬 | <0.1% | +1,040 | 新進 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 93 | $1.60 萬 | <0.1% | +93 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 215 | $1.60 萬 | <0.1% | +215 | 新進 | – |
| VSTVistra Corp. | Stock | 700 | $1.60 萬 | <0.1% | +700 | 新進 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 488 | $1.60 萬 | <0.1% | +488 | 新進 | – |
| iShares Tr464288869 | MICRO-CAP ETF | 152 | $1.60 萬 | <0.1% | +152 | 新進 | – |
| ESEEsco Technologies Inc | COM | 228 | $1.60 萬 | <0.1% | +228 | 新進 | 歷史 |
| BXPBXP, Inc. | COM | 175 | $1.60 萬 | <0.1% | +175 | 新進 | 歷史 |
| ALEAllete Inc | COM NEW | 266 | $1.60 萬 | <0.1% | +266 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 737 | $1.60 萬 | <0.1% | +737 | 新進 | – |
| KTBKontoor Brands, Inc. | Stock | 495 | $1.70 萬 | <0.1% | +495 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 168 | $1.70 萬 | <0.1% | +168 | 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。