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 |
|---|---|---|---|---|---|---|---|
| NUENucor Corp | COM | 477 | $5.00 萬 | <0.1% | +477 | 新進 | 歷史 |
| DREDuke Realty Corp | COM NEW | 916 | $5.00 萬 | <0.1% | +916 | 新進 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 787 | $5.10 萬 | <0.1% | +787 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 119 | $5.10 萬 | <0.1% | +119 | 新進 | 歷史 |
| WHRWhirlpool Corp | Stock | 337 | $5.20 萬 | <0.1% | +337 | 新進 | 歷史 |
| AMCRAmcor plc | ORD | 4,203 | $5.20 萬 | <0.1% | +4,203 | 新進 | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 2,226 | $5.20 萬 | <0.1% | +2,226 | 新進 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 3,009 | $5.30 萬 | <0.1% | −35,151−92.1% | 減碼 | – |
| MSCIMSCI Inc. | Stock | 131 | $5.40 萬 | <0.1% | +131 | 新進 | 歷史 |
| FAFFirst American Financial Corp | Stock | 1,024 | $5.40 萬 | <0.1% | +1,024 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 1,487 | $5.40 萬 | <0.1% | +1,487 | 新進 | 歷史 |
| ALBAlbemarle Corp | Stock | 265 | $5.50 萬 | <0.1% | +265 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 139 | $5.50 萬 | <0.1% | +139 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 860 | $5.50 萬 | <0.1% | +860 | 新進 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 766 | $5.50 萬 | <0.1% | +766 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 145 | $5.60 萬 | <0.1% | +145 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 265 | $5.60 萬 | <0.1% | +265 | 新進 | 歷史 |
| EIXEdison International | Stock | 889 | $5.60 萬 | <0.1% | +889 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 500 | $5.60 萬 | <0.1% | +500 | 新進 | 歷史 |
| STESTERIS plc | SHS USD | 272 | $5.60 萬 | <0.1% | +272 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 158 | $5.60 萬 | <0.1% | +158 | 新進 | 歷史 |
| HASHasbro, Inc. | COM | 687 | $5.60 萬 | <0.1% | +687 | 新進 | 歷史 |
| TELTE Connectivity plc | REG SHS | 495 | $5.60 萬 | <0.1% | +495 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 597 | $5.70 萬 | <0.1% | +597 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 1,027 | $5.70 萬 | <0.1% | +1,027 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 411 | $5.70 萬 | <0.1% | +411 | 新進 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 221 | $5.70 萬 | <0.1% | +221 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 478 | $5.80 萬 | <0.1% | +478 | 新進 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 342 | $5.80 萬 | <0.1% | +342 | 新進 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 301 | $5.80 萬 | <0.1% | +301 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 617 | $5.80 萬 | <0.1% | +617 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 839 | $5.90 萬 | <0.1% | −7,731−90.2% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 531 | $5.90 萬 | <0.1% | +531 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 933 | $5.90 萬 | <0.1% | +933 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 51 | $5.90 萬 | <0.1% | +51 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 717 | $6.00 萬 | <0.1% | +717 | 新進 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 1,188 | $6.00 萬 | <0.1% | +1,188 | 新進 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 506 | $6.00 萬 | <0.1% | +506 | 新進 | 歷史 |
| HBIHanesbrands Inc. | COM | 5,841 | $6.00 萬 | <0.1% | +5,841 | 新進 | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 1,776 | $6.10 萬 | <0.1% | +1,776 | 新進 | – |
| KIMKimco Realty Corp | COM | 3,153 | $6.20 萬 | <0.1% | +3,153 | 新進 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 210 | $6.20 萬 | <0.1% | +210 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 992 | $6.30 萬 | <0.1% | −1,958−66.4% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 559 | $6.30 萬 | <0.1% | +559 | 新進 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 735 | $6.30 萬 | <0.1% | +735 | 新進 | – |
| SJMJ M SMUCKER Co | Stock | 496 | $6.40 萬 | <0.1% | +496 | 新進 | 歷史 |
| WATWaters Corp | COM | 192 | $6.40 萬 | <0.1% | +192 | 新進 | 歷史 |
| CMSCMS Energy Corp | COM | 952 | $6.40 萬 | <0.1% | +952 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 265 | $6.40 萬 | <0.1% | +265 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 2,217 | $6.50 萬 | <0.1% | +2,217 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 447 | $6.60 萬 | <0.1% | +447 | 新進 | 歷史 |
| MTBM&T Bank Corp | COM | 416 | $6.60 萬 | <0.1% | +416 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 2,020 | $6.60 萬 | <0.1% | +2,020 | 新進 | – |
| BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust | COM | 3,007 | $6.60 萬 | <0.1% | +3,007 | 新進 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 2,157 | $6.70 萬 | <0.1% | +2,157 | 新進 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 508 | $6.70 萬 | <0.1% | +508 | 新進 | – |
| DDDuPont de Nemours, Inc. | COM | 1,196 | $6.70 萬 | <0.1% | +1,196 | 新進 | 歷史 |
| LNTAlliant Energy Corp | Stock | 1,148 | $6.80 萬 | <0.1% | +1,148 | 新進 | 歷史 |
| NTRSNorthern Trust Corp | COM | 707 | $6.80 萬 | <0.1% | +707 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 510 | $6.90 萬 | <0.1% | +510 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 851 | $7.00 萬 | <0.1% | +851 | 新進 | 歷史 |
| NTAPNetApp, Inc. | Stock | 1,073 | $7.00 萬 | <0.1% | +1,073 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,060 | $7.00 萬 | <0.1% | +1,060 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 728 | $7.10 萬 | <0.1% | +728 | 新進 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 648 | $7.20 萬 | <0.1% | +648 | 新進 | 歷史 |
| POOLPool Corp | COM | 206 | $7.20 萬 | <0.1% | +206 | 新進 | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 498 | $7.20 萬 | <0.1% | +498 | 新進 | – |
| STRSTR Sub Inc. | CLASS A COM | 3,125 | $7.20 萬 | <0.1% | +3,125 | 新進 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 3,189 | $7.40 萬 | <0.1% | +3,189 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 2,687 | $7.40 萬 | <0.1% | +2,687 | 新進 | – |
| ROKRockwell Automation, Inc | Stock | 375 | $7.50 萬 | <0.1% | +375 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 686 | $7.50 萬 | <0.1% | +686 | 新進 | – |
| DLRDigital Realty Trust, Inc. | COM | 577 | $7.50 萬 | <0.1% | +577 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 1,109 | $7.60 萬 | <0.1% | +1,109 | 新進 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 1,131 | $7.60 萬 | <0.1% | +1,131 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 125 | $7.60 萬 | <0.1% | +125 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 540 | $7.70 萬 | <0.1% | +540 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 372 | $7.70 萬 | <0.1% | +372 | 新進 | – |
| VRSKVerisk Analytics, Inc. | COM | 445 | $7.70 萬 | <0.1% | +445 | 新進 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 791 | $7.70 萬 | <0.1% | +791 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 361 | $7.80 萬 | <0.1% | +361 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 2,481 | $7.80 萬 | <0.1% | +2,481 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 747 | $7.90 萬 | <0.1% | +747 | 新進 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 788 | $7.90 萬 | <0.1% | +788 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 705 | $8.00 萬 | <0.1% | +705 | 新進 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 2,436 | $8.00 萬 | <0.1% | −63,696−96.3% | 減碼 | – |
| CCICrown Castle Inc. | REIT | 478 | $8.00 萬 | <0.1% | −746−60.9% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 1,441 | $8.00 萬 | <0.1% | +1,441 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 713 | $8.10 萬 | <0.1% | +713 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 171 | $8.10 萬 | <0.1% | +171 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 2,563 | $8.10 萬 | <0.1% | +2,563 | 新進 | 歷史 |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 3,790 | $8.10 萬 | <0.1% | +3,790 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 1,477 | $8.20 萬 | <0.1% | +1,477 | 新進 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 538 | $8.20 萬 | <0.1% | +538 | 新進 | – |
| HRLHormel Foods Corp | COM | 1,735 | $8.20 萬 | <0.1% | +1,735 | 新進 | 歷史 |
| TWTRTwitter, Inc. | COM | 2,184 | $8.20 萬 | <0.1% | +2,184 | 新進 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 4,706 | $8.30 萬 | <0.1% | +4,706 | 新進 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 6,909 | $8.30 萬 | <0.1% | +6,909 | 新進 | 歷史 |
| BF.BBrown Forman Corp | Stock | 1,192 | $8.40 萬 | <0.1% | +1,192 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 436 | $8.50 萬 | <0.1% | +436 | 新進 | 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。