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CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

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
VGRVector Group LtdCOM12,103$10.7 萬<0.1%00.0%不變歷史
FFord Motor CoStock10,559$11.8 萬<0.1%−25−0.2%減碼歷史
Delaware Ivy Hig246107106Closed-End Fund13,018$13.1 萬<0.1%00.0%不變–
ProShares Bitcoin ETF74347G440ETF11,002$13.2 萬<0.1%+10,174+1,228.7%加碼–
TAT&T Inc.Stock10,705$16.4 萬<0.1%−7,142−40.0%減碼歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI11,900$17.2 萬<0.1%+618+5.5%加碼–
UPBDUpbound Group, Inc.COM10,421$18.2 萬<0.1%+4,074+64.2%加碼歷史
CHICalamos Convertible Opportunities & Income FundSH BEN INT20,502$19.8 萬<0.1%00.0%不變歷史
RSGRepublic Services, Inc.COM1,494$20.3 萬<0.1%+609+68.8%加碼歷史
PKGPackaging Corp of AmericaStock1,842$20.7 萬<0.1%−7,171−79.6%減碼歷史
XELXcel Energy IncStock3,252$20.8 萬<0.1%−85−2.5%減碼歷史
GLGlobe Life Inc.COM2,101$20.9 萬<0.1%+183+9.5%加碼歷史
ITWIllinois Tool Works IncStock1,178$21.3 萬<0.1%+429+57.3%加碼歷史
ARMKAramarkCOM6,872$21.4 萬<0.1%00.0%不變歷史
TRVTravelers Companies, Inc.Stock1,408$21.6 萬<0.1%−171−10.8%減碼歷史
MCMoelis & CoCL A6,409$21.7 萬<0.1%+2,258+54.4%加碼歷史
MDCSekisui House U.S., Inc.COM7,930$21.7 萬<0.1%+2,899+57.6%加碼歷史
INTUIntuit Inc.Stock563$21.8 萬<0.1%−3,627−86.6%減碼歷史
ENTGEntegris IncCOM2,634$21.9 萬<0.1%00.0%不變歷史
HSYHershey CoCOM1,004$22.1 萬<0.1%−1,906−65.5%減碼歷史
VVVValvoline IncCOM8,828$22.4 萬<0.1%+3,708+72.4%加碼歷史
SOSouthern CoStock3,319$22.6 萬<0.1%−105−3.1%減碼歷史
CIENCiena CorpCOM NEW5,587$22.6 萬<0.1%+2,064+58.6%加碼歷史
CLXClorox CoStock1,779$22.8 萬<0.1%+40+2.3%加碼歷史
Fidelity MSCI Health Care Index ETF316092600ETF3,953$22.8 萬<0.1%+3,953新進–
PMPhilip Morris International Inc.Stock2,749$22.8 萬<0.1%−27,075−90.8%減碼歷史
TROWPrice T Rowe Group IncStock2,175$22.8 萬<0.1%+150+7.4%加碼歷史
WALWestern Alliance BancorporationCOM3,464$22.8 萬<0.1%+1,238+55.6%加碼歷史
NRGNRG Energy, Inc.Stock6,021$23.0 萬<0.1%+680+12.7%加碼歷史
AEPAmerican Electric Power Co IncStock2,667$23.1 萬<0.1%−26,788−90.9%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF1,716$23.2 萬<0.1%+1,176+217.8%加碼–
SLBSLB LimitedStock6,499$23.3 萬<0.1%+2,571+65.5%加碼歷史
CPRICapri Holdings LtdSHS6,106$23.5 萬<0.1%−13,847−69.4%減碼歷史
MTHMeritage Homes CORPCOM3,373$23.7 萬<0.1%+1,146+51.5%加碼歷史
ZTSZoetis Inc.Stock1,608$23.8 萬<0.1%+128+8.6%加碼歷史
KKellanovaStock3,469$24.2 萬<0.1%+198+6.1%加碼歷史
Ssga Active ETF Tr78467V202ST STR INCOM ETF8,574$24.2 萬<0.1%+1,375+19.1%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF2,694$24.7 萬<0.1%−17,263−86.5%減碼–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB13,266$24.7 萬<0.1%−718−5.1%減碼–
UPSUnited Parcel Service IncStock1,532$24.8 萬<0.1%−12,813−89.3%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF4,937$24.8 萬<0.1%−121,721−96.1%減碼–
BPBP PLCADR8,748$25.0 萬<0.1%−70−0.8%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN10,668$25.0 萬<0.1%+2,617+32.5%加碼–
iShares Tr46432F875MRNGSTR INC ETF13,677$25.1 萬<0.1%+2,870+26.6%加碼–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB12,575$25.1 萬<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,685$25.2 萬<0.1%+5,635+11,270.0%加碼–
HUBBHubbell IncCOM1,144$25.5 萬<0.1%+53+4.9%加碼歷史
GISGeneral Mills IncStock3,341$25.6 萬<0.1%+1,263+60.8%加碼歷史
TEXTerex CorpStock8,653$25.7 萬<0.1%+2,731+46.1%加碼歷史
SKYChampion Homes, Inc.Stock4,900$25.9 萬<0.1%+1,504+44.3%加碼歷史
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB12,680$25.9 萬<0.1%−372−2.9%減碼–
AHCOAdaptHealth Corp.COMMON STOCK14,028$26.3 萬<0.1%+3,598+34.5%加碼歷史
PYPLPayPal Holdings, Inc.Stock3,122$26.9 萬<0.1%+2,283+272.1%加碼歷史
AJGArthur J. Gallagher & Co.COM1,573$26.9 萬<0.1%+255+19.3%加碼歷史
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB12,869$26.9 萬<0.1%−6,486−33.5%減碼–
WGOWinnebago Industries IncCOM5,093$27.1 萬<0.1%+1,513+42.3%加碼歷史
ADBEAdobe Inc.Stock989$27.2 萬<0.1%−4,715−82.7%減碼歷史
APDAir Products & Chemicals, Inc.Stock1,180$27.5 萬<0.1%−211−15.2%減碼歷史
DECKDeckers Outdoor CorpCOM891$27.9 萬<0.1%+359+67.5%加碼歷史
UNPUnion Pacific CorpStock1,480$28.8 萬<0.1%−885−37.4%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF13,042$29.0 萬<0.1%+9,853+309.0%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF4,645$29.3 萬<0.1%−2,574−35.7%減碼–
iShares Russell Mid-Cap Value ETF464287473ETF3,077$29.6 萬<0.1%−797−20.6%減碼–
EOGEOG Resources IncStock2,658$29.7 萬<0.1%−4,898−64.8%減碼歷史
DISWalt Disney CoStock3,193$30.1 萬<0.1%−18,050−85.0%減碼歷史
CSCOCisco Systems, Inc.Stock7,540$30.2 萬<0.1%−6,804−47.4%減碼歷史
MCKMcKesson CorpStock901$30.6 萬<0.1%+117+14.9%加碼歷史
DGXQuest Diagnostics IncCOM2,528$31.0 萬<0.1%+82+3.4%加碼歷史
TMOThermo Fisher Scientific Inc.Stock616$31.2 萬<0.1%+14+2.3%加碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF14,572$31.8 萬<0.1%−10,345−41.5%減碼–
iShares Tr464287630RUS 2000 VAL ETF2,477$31.9 萬<0.1%+570+29.9%加碼–
AZOAutoZone IncCOM150$32.1 萬<0.1%+15+11.1%加碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF8,349$32.4 萬<0.1%+8,349新進–
MPCMarathon Petroleum CorpStock3,346$33.2 萬<0.1%−7,667−69.6%減碼歷史
BACBank of America CorpStock11,055$33.4 萬<0.1%−554−4.8%減碼歷史
Invesco Exchange Traded FD T46137V704DORSEY WRGT BASC4,790$33.4 萬<0.1%+4,790新進–
TJXTJX Companies IncStock5,506$34.2 萬<0.1%+2,001+57.1%加碼歷史
CBChubb LtdStock1,898$34.5 萬<0.1%+608+47.1%加碼歷史
LINLinde PLCSHS1,280$34.5 萬<0.1%−72−5.3%減碼歷史
VRTXVertex Pharmaceuticals IncStock1,201$34.8 萬<0.1%+480+66.6%加碼歷史
SYKStryker CorpStock1,721$34.9 萬<0.1%+801+87.1%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP10,751$35.4 萬<0.1%+2,887+36.7%加碼–
iShares Russell 2000 Growth ETF464287648ETF1,721$35.6 萬<0.1%+389+29.2%加碼–
ACNAccenture plcStock1,392$35.8 萬<0.1%−162−10.4%減碼歷史
TMUST-Mobile US, Inc.Stock2,742$36.8 萬<0.1%−22,661−89.2%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,906$37.0 萬<0.1%+603+26.2%加碼–
DEDeere & CoStock1,114$37.2 萬<0.1%+653+141.6%加碼歷史
STTState Street CorpCOM6,239$37.9 萬<0.1%−104−1.6%減碼歷史
RTXRTX CorpStock4,652$38.1 萬<0.1%−676−12.7%減碼歷史
GPCGenuine Parts CoStock2,573$38.4 萬<0.1%+169+7.0%加碼歷史
ADIAnalog Devices IncStock2,754$38.4 萬<0.1%+421+18.0%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD8,647$38.5 萬<0.1%−1,150−11.7%減碼–
Vanguard Real Estate ETF922908553ETF4,832$38.7 萬<0.1%−2,166−31.0%減碼–
WFCWells Fargo & CompanyStock9,684$38.9 萬<0.1%+1,198+14.1%加碼歷史
MMSMaximus, Inc.COM6,857$39.7 萬<0.1%+3,344+95.2%加碼歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF8,258$40.7 萬<0.1%−8,279−50.1%減碼–
DHRDanaher CorpStock1,587$41.0 萬<0.1%+320+25.3%加碼歷史
Vanguard Financials ETF92204A405ETF5,613$41.8 萬<0.1%−11,231−66.7%減碼–
IBMInternational Business Machines CorpStock3,541$42.1 萬<0.1%−286−7.5%減碼歷史
IAUiShares Gold TrustETF13,418$42.3 萬<0.1%−30,716−69.6%減碼歷史

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