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CX Institutional

SEC CIK
0001737089
最新申報
2026/7/1

2022 年第 3 季持倉

持倉截至 2022/9/30,2022/11/4 申報。只含多頭部位,變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
455
較 2022 年第 2 季 −717
總值
$14.4 億
較 2022 年第 2 季 +$1.16 億 (+8.7%)
申報日
2022/11/4
SEC
CX Institutional 在 2022 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF124,996$4,483 萬3.1%−3,682−2.9%減碼–
SPDR Series Trust78464A672ST INTER ETF1,255,898$3,533 萬2.5%+623,738+98.7%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF179,566$3,376 萬2.3%+19,812+12.4%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF369,655$2,964 萬2.1%+144,589+64.2%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF168,593$2,758 萬1.9%+18,237+12.1%加碼–
Vanguard Total International Bond ETF92203J407ETF492,508$2,351 萬1.6%+236,918+92.7%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF349,635$2,311 萬1.6%−280,475−44.5%減碼–
iShares Russell 1000 Growth ETF464287614ETF105,396$2,218 萬1.5%+48,904+86.6%加碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL440,296$2,162 萬1.5%+217,252+97.4%加碼–
iShares Core MSCI Eafe ETF46432F842ETF399,373$2,104 萬1.5%+1,037+0.3%加碼–
SPDR Series Trust78464A383ST STR BACKE ETF944,671$2,026 萬1.4%+447,051+89.8%加碼–
American Centy ETF Tr025072505DIVERSIFIED MU414,418$1,976 萬1.4%+68,936+20.0%加碼–
iShares Inc464286392MSCI WORLD ETF197,545$1,975 萬1.4%+129,883+192.0%加碼–
Vanguard World FD921910816MEGA GRWTH IND112,759$1,965 萬1.4%+41,321+57.8%加碼–
iShares Tr464288414NATIONAL MUN ETF188,482$1,933 萬1.3%−142,521−43.1%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF108,020$1,846 萬1.3%+16,213+17.7%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD380,080$1,830 萬1.3%+368,961+3,318.3%加碼–
SPDR Series Trust78468R721STATE STREET SPD386,822$1,702 萬1.2%+71,257+22.6%加碼–
ProShares Tr74347B607INVT INT RT HG248,745$1,697 萬1.2%+120,295+93.7%加碼–
iShares MSCI Eafe ETF464287465ETF278,974$1,563 萬1.1%+76,371+37.7%加碼–
iShares Tr464288513IBOXX HI YD ETF203,323$1,452 萬1.0%+151,386+291.5%加碼–
iShares Russell 1000 Value ETF464287598ETF98,862$1,344 萬0.9%+63,921+182.9%加碼–
SPDR Series Trust78464A763ST STR SP DIV115,131$1,284 萬0.9%+10,364+9.9%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF366,563$1,264 萬0.9%−215,994−37.1%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF320,403$1,169 萬0.8%+154,267+92.9%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF97,202$1,155 萬0.8%+19,893+25.7%加碼–
SPDR Index Shs FDS78463X434ST STR MSCI EAFE204,675$1,142 萬0.8%+10,018+5.1%加碼–
iShares S&P 500 Value ETF464287408ETF87,805$1,129 萬0.8%+16,073+22.4%加碼–
AAPLApple Inc.Stock79,481$1,098 萬0.8%+26,292+49.4%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF85,722$1,038 萬0.7%+48,553+130.6%加碼–
VanEck ETF Trust92189H201INTRMDT MUNI ETF232,338$1,012 萬0.7%+40,602+21.2%加碼–
iShares Tr464288273EAFE SML CP ETF207,070$1,010 萬0.7%+42,001+25.4%加碼–
SPDR Series Trust78464A144ST STR CORPO ETF363,499$1,010 萬0.7%+177,650+95.6%加碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF194,101$972.4 萬0.7%+7,629+4.1%加碼–
MSFTMicrosoft CorpStock39,599$922.3 萬0.6%+1,925+5.1%加碼歷史
iShares Tr464287721U.S. TECH ETF121,935$894.6 萬0.6%+97,706+403.3%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF287,317$872.3 萬0.6%+118,733+70.4%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF60,426$860.8 萬0.6%+25,382+72.4%加碼–
SPYSPDR S&P 500 ETF TrustETF24,098$860.7 萬0.6%+4,259+21.5%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF146,118$854.9 萬0.6%−103,399−41.4%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF103,165$854.6 萬0.6%+36,006+53.6%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF198,124$831.9 萬0.6%−188,136−48.7%減碼–
SPDR Series Trust78464A607ST STR DOW REIT97,248$819.4 萬0.6%+65,271+204.1%加碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF170,132$814.8 萬0.6%+95,384+127.6%加碼–
First Tr Exchange-Traded Alp33735K108COM SHS95,027$813.0 萬0.6%+16,768+21.4%加碼–
SPDR Series Trust78468R739ST NUVE TERM ETF176,270$812.4 萬0.6%−58,414−24.9%減碼–
ABBVAbbVie Inc.Stock59,865$803.5 萬0.6%+47,481+383.4%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD479,830$776.4 萬0.5%+235,689+96.5%加碼–
iShares Select Dividend ETF464287168ETF71,464$766.2 萬0.5%+28,491+66.3%加碼–
WisdomTree Tr97717W505US MIDCAP DIVID199,696$752.3 萬0.5%+5,956+3.1%加碼–
SPDR Series Trust78468R804ST STR R1K LOWV57,470$709.1 萬0.5%+57,452+319,177.8%加碼–
Vanguard World FD921910873MEGA CAP INDEX55,798$696.5 萬0.5%+31,088+125.8%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF37,897$680.1 萬0.5%−31,932−45.7%減碼–
WisdomTree Tr97717W307US LARGECAP DIVD123,027$679.8 萬0.5%+7,417+6.4%加碼–
Legg Mason ETF Invt52468L406FRANKLIN US LOW198,990$679.7 萬0.5%+13,952+7.5%加碼–
iShares Tr4642874571 3 YR TREAS BD82,302$668.4 萬0.5%−27,362−25.0%減碼–
WisdomTree Tr97717W315EMER MKT HIGH FD199,944$650.4 萬0.5%+73,235+57.8%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF91,201$620.3 萬0.4%+16,697+22.4%加碼–
SPDR Series Trust78464A284ST NUVE HIGH ETF129,007$618.2 萬0.4%+32,423+33.6%加碼–
VanEck ETF Trust92189F536LONG MUNI ETF371,311$617.9 萬0.4%+368,302+12,240.0%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF165,419$601.5 萬0.4%+130,797+377.8%加碼–
iShares Tr464288448INTL SEL DIV ETF261,671$589.5 萬0.4%+223,351+582.9%加碼–
iShares S&P 500 Growth ETF464287309ETF98,496$569.8 萬0.4%−26,146−21.0%減碼–
Goldman Sachs ETF Tr381430545HEDGE IND ETF82,175$564.5 萬0.4%+60,094+272.2%加碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF31,882$543.7 萬0.4%+2,165+7.3%加碼–
Vanguard Morningstar Growth ETF922908736ETF25,233$539.9 萬0.4%−733−2.8%減碼–
UNHUnitedHealth Group IncStock10,623$536.5 萬0.4%+4,160+64.4%加碼歷史
iShares Inc46434G780MSCI SINGPOR ETF310,530$531.3 萬0.4%+310,436+330,251.1%加碼–
iShares Inc464286509MSCI CDA ETF172,241$529.8 萬0.4%+59,704+53.1%加碼–
iShares Inc46434G822MSCI JAPAN ETF106,690$521.2 萬0.4%+106,471+48,616.9%加碼–
iShares Inc464286103MSCI AUST ETF264,813$519.6 萬0.4%+120,840+83.9%加碼–
iShares Inc464286632MSCI ISRAEL ETF89,384$512.1 萬0.4%+89,041+25,959.5%加碼–
iShares Inc464286756MSCI SWEDEN ETF185,295$504.9 萬0.4%+84,021+83.0%加碼–
iShares Inc464286707MSCI FRANCE ETF187,850$503.4 萬0.3%+90,537+93.0%加碼–
iShares Inc464286806MSCI GERMANY ETF253,996$501.4 萬0.3%+121,623+91.9%加碼–
iShares Inc464286764MSCI SPAIN ETF251,468$498.4 萬0.3%+251,468新進–
State Street Energy Select Sector SPDR ETF81369Y506ETF68,949$496.6 萬0.3%+10,429+17.8%加碼–
BRK.BBerkshire Hathaway IncStock18,527$494.7 萬0.3%−6,614−26.3%減碼歷史
iShares Inc464286814MSCI NETHERL ETF161,486$493.7 萬0.3%+72,590+81.7%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF71,389$467.7 萬0.3%+3,472+5.1%加碼–
GOOGLAlphabet Inc.Stock48,139$460.4 萬0.3%+6,099+14.5%加碼依 20 比 1 拆股換算歷史
iShares Tr464287788U.S. FINLS ETF67,526$456.1 萬0.3%+57,643+583.3%加碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF79,651$454.1 萬0.3%−119,156−59.9%減碼–
AMGNAmgen IncStock20,122$453.6 萬0.3%+9,320+86.3%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF132,904$452.7 萬0.3%−239,160−64.3%減碼–
iShares Tr464287762US HLTHCARE ETF17,484$442.3 萬0.3%+8,296+90.3%加碼–
iShares Tr464287754US INDUSTRIALS52,378$438.8 萬0.3%+35,123+203.6%加碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF65,378$436.3 萬0.3%−1,880−2.8%減碼–
AMZNAmazon Com IncStock38,566$435.8 萬0.3%+13,146+51.7%加碼歷史
MRKMerck & Co., Inc.Stock50,055$431.1 萬0.3%+7,827+18.5%加碼歷史
TSLATesla, Inc.Stock16,175$429.0 萬0.3%+11,168+223.0%加碼依 3 比 1 拆股換算歷史
iShares Tr46434V381FUTU EXPO TE ETF94,307$420.3 萬0.3%+45,869+94.7%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF33,963$413.6 萬0.3%+2,734+8.8%加碼–
Vanguard Materials ETF92204A801ETF27,862$413.5 萬0.3%+8,888+46.8%加碼–
PGProcter & Gamble CoStock32,423$409.3 萬0.3%+20,390+169.5%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF111,414$401.2 萬0.3%+17,953+19.2%加碼–
COSTCostco Wholesale CorpStock8,172$385.9 萬0.3%−10−0.1%減碼歷史
COPConocoPhillipsStock36,996$378.6 萬0.3%+25,094+210.8%加碼歷史
SCHWSchwab Charles CorpStock51,673$371.4 萬0.3%+48,286+1,425.6%加碼歷史
Vanguard Morningstar Value ETF922908744ETF29,239$361.0 萬0.3%+5,169+21.5%加碼–

2022 年第 2 季之後清倉(746 檔)

2022 年第 2 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 746 檔。

CX Institutional 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
Vanguard Short-Term Bond ETF921937827ETF139,456$1,071 萬0.8%–
Goldman Sachs ETF Tr381430529ACCES TREASURY98,650$985.0 萬0.7%–
Vanguard Whitehall FDS921946810INTL DVD ETF108,071$741.5 萬0.6%–
Vanguard Energy ETF92204A306ETF41,165$409.4 萬0.3%–
IPInternational Paper CoCOM93,207$389.9 萬0.3%歷史
Vanguard Star FDS921909768VG TL INTL STK F75,112$387.6 萬0.3%–
SPDR Series Trust78468R101ST SHO TREAS ETF120,984$356.3 萬0.3%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL37,795$330.1 萬0.2%–
iShares Tr46429B515MSCI FINLAND ETF90,869$314.1 萬0.2%–
QCOMQualcomm IncStock23,923$305.6 萬0.2%歷史
iShares Tr46435G334MSCI UK ETF NEW98,830$296.1 萬0.2%–
TGTTarget CorpStock20,382$287.8 萬0.2%歷史
iShares Tr46429B499MSCI NORWAY ETF108,853$269.7 萬0.2%–
SWKSSkyworks Solutions, Inc.Stock28,112$260.4 萬0.2%歷史
iShares Inc46434G830MSCI ITALY ETF107,108$257.9 萬0.2%–
CCitigroup IncStock53,494$246.1 萬0.2%歷史
Vanguard S&P 500 Growth ETF921932505ETF11,183$243.4 萬0.2%–
iShares Tr464288257MSCI ACWI ETF27,807$233.3 萬0.2%–
MASMasco CorpCOM46,055$233.1 萬0.2%歷史
VZVerizon Communications IncStock44,648$226.6 萬0.2%歷史
COFCapital One Financial CorpStock20,124$209.7 萬0.2%歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF35,798$207.6 萬0.2%–
iShares Core Dividend Growth ETF46434V621ETF42,730$203.6 萬0.2%–
PCARPaccar IncCOM24,593$202.5 萬0.2%歷史
CATCaterpillar IncStock10,469$187.2 萬0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF14,740$187.2 萬0.1%–
SYFSynchrony FinancialCOM67,714$187.0 萬0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -18,712$163.6 萬0.1%歷史
WRKWestRock CoCOM40,042$159.5 萬0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock115,957$155.6 萬0.1%歷史
SPDR Series Trust78464A714ST STR SP RETAIL26,354$153.3 萬0.1%–
Healthcare Realty Trust Inc42225P501CL A NEW53,547$149.4 萬0.1%–
DKNGDraftKings Inc.Stock118,802$138.7 萬0.1%歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX14,593$137.3 萬0.1%–
OPENOpendoor Technologies Inc.COM236,168$111.2 萬0.1%歷史
iShares Inc464286145MSCI FRONTIER40,679$109.1 萬0.1%–
CLColgate Palmolive CoStock11,589$92.9 萬0.1%歷史
Ironsource LtdM5R75Y101CL A ORD SHS373,594$88.9 萬0.1%–
UGIUgi CorpStock22,330$86.3 萬0.1%歷史
SKXSkechers USA IncCL A23,247$82.7 萬0.1%歷史
SFStifel Financial CorpCOM14,043$78.7 萬0.1%歷史
VIRVir Biotechnology, Inc.COM29,812$75.9 萬0.1%歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF7,915$70.5 萬0.1%–
PENNPENN Entertainment, Inc.COM22,822$69.4 萬0.1%歷史
SSTKShutterstock, Inc.COM12,044$69.1 萬0.1%歷史
KMIKinder Morgan, Inc.Stock40,992$68.7 萬0.1%歷史
iShares Tr464288158SHRT NAT MUN ETF6,548$68.5 萬0.1%–
NEMNEWMONT CorpStock11,078$66.1 萬<0.1%歷史
iShares Tr464288182MSCI AC ASIA ETF9,229$63.8 萬<0.1%–
WDWalker & Dunlop, Inc.COM6,544$63.0 萬<0.1%歷史
CROXCrocs, Inc.COM12,833$62.5 萬<0.1%歷史
NMRKNewmark Group, Inc.CL A64,030$61.9 萬<0.1%歷史
AGNTAGNT, Inc.COM52,331$61.6 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM10,171$60.9 萬<0.1%歷史
First Tr Exchange-Traded FD33734X168MATERIALS ALPH10,360$58.5 萬<0.1%–
HRIHerc Holdings IncCOM6,146$55.4 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER16,700$51.8 萬<0.1%–
iShares Tr46434V464LOW CA OP MS ETF3,677$50.3 萬<0.1%–
BBWIBath & Body Works, Inc.COM17,786$47.9 萬<0.1%歷史
First Tr Exchange Traded FD33734X143HLTH CARE ALPH4,529$46.7 萬<0.1%–
PIMCO ETF Tr72201R866INTER MUN BD ACT8,938$46.0 萬<0.1%–
Pacer FDS Tr69374H766INDUSTRIAL RELET10,913$44.6 萬<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI18,471$43.3 萬<0.1%–
Vanguard Communication Services ETF92204A884ETF4,085$38.4 萬<0.1%–
iShares Tr464287275GBL COMM SVC ETF6,199$37.9 萬<0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF4,866$35.3 萬<0.1%–
iShares U.S. Healthcare Providers ETF464288828ETF1,360$34.8 萬<0.1%–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER7,523$33.2 萬<0.1%–
Vanguard Consumer Staples ETF92204A207ETF1,779$33.0 萬<0.1%–
MDTMedtronic plcStock3,454$31.0 萬<0.1%歷史
iShares Tr464287291GLOBAL TECH ETF6,402$29.3 萬<0.1%–
FSKFS KKR Capital CorpCOM12,945$25.1 萬<0.1%歷史
DGDollar General CorpCOM977$24.0 萬<0.1%歷史
iShares Tr46429B655FLTG RATE NT ETF4,757$23.8 萬<0.1%–
DUKDuke Energy CORPStock2,214$23.7 萬<0.1%歷史
iShares Tr464288562RESIDENTIAL MULT2,948$23.6 萬<0.1%–
NKENIKE, Inc.Stock2,285$23.4 萬<0.1%歷史
AMTAmerican Tower CorpREIT914$23.4 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock2,871$22.0 萬<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP6,282$21.6 萬<0.1%–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX1,406$21.5 萬<0.1%–
NSCNorfolk Southern CorpStock939$21.4 萬<0.1%歷史
BABoeing CoStock1,501$20.5 萬<0.1%歷史
SPGIS&P Global Inc.Stock606$20.4 萬<0.1%歷史
CMECME Group Inc.COM995$20.4 萬<0.1%歷史
PAYXPaychex IncStock1,748$19.9 萬<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF2,006$19.9 萬<0.1%–
BDXBecton Dickinson & CoStock801$19.7 萬<0.1%歷史
PLDPrologis, Inc.REIT1,646$19.4 萬<0.1%歷史
iShares Tr464287812US CONSM STAPLES997$19.4 萬<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF1,718$19.2 萬<0.1%–
iShares Tr46434V274INTL EQTY FACTOR7,987$18.8 萬<0.1%–
Paramount Global92556H206CL B7,622$18.8 萬<0.1%–
LHXL3HARRIS Technologies, Inc.Stock775$18.7 萬<0.1%歷史
METMetlife IncStock2,872$18.0 萬<0.1%歷史
TSNTyson Foods, Inc.Stock2,024$17.4 萬<0.1%歷史
SAPSAP SEADR1,900$17.2 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW3,757$17.2 萬<0.1%歷史
NWSANews CorpCL A10,980$17.1 萬<0.1%歷史
OTISOtis Worldwide CorpStock2,356$16.7 萬<0.1%歷史