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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
LMTLockheed Martin CorpStock1,103$42.6 萬<0.1%−106−8.8%減碼歷史
iShares Tr464287796U.S. ENERGY ETF10,839$42.6 萬<0.1%+10,839新進–
ELVElevance Health, Inc.Stock960$43.6 萬<0.1%−5,443−85.0%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF4,522$43.6 萬<0.1%−17,330−79.3%減碼–
SLGNSilgan Holdings IncCOM10,399$43.7 萬<0.1%+3,941+61.0%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF12,345$43.8 萬<0.1%−86,282−87.5%減碼–
MDLZMondelez International, Inc.Stock8,059$44.2 萬<0.1%−1,205−13.0%減碼歷史
OXYOccidental Petroleum CorpStock7,275$44.7 萬<0.1%−20.0%減碼歷史
AXPAmerican Express CoStock3,379$45.6 萬<0.1%−8,812−72.3%減碼歷史
BAHBooz Allen Hamilton Holding CorpCL A4,965$45.9 萬<0.1%+1,975+66.1%加碼歷史
NEENextera Energy IncStock5,872$46.0 萬<0.1%−1,098−15.8%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF5,246$46.1 萬<0.1%+1,949+59.1%加碼–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB21,781$46.1 萬<0.1%−8,098−27.1%減碼–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP14,508$46.5 萬<0.1%+3,357+30.1%加碼–
GILDGilead Sciences, Inc.Stock7,684$47.4 萬<0.1%−28,164−78.6%減碼歷史
BAXBaxter International IncStock8,838$47.6 萬<0.1%+4,037+84.1%加碼歷史
DOVDOVER CorpCOM4,104$47.8 萬<0.1%+15+0.4%加碼歷史
KMBKimberly Clark CorpStock4,297$48.4 萬<0.1%−934−17.9%減碼歷史
iShares Tr46435G243ESG AWRE 1 5 YR20,858$49.0 萬<0.1%+666+3.3%加碼–
LOWLowes Companies IncStock2,620$49.2 萬<0.1%+1,072+69.3%加碼歷史
iShares Tr464287580US CONSUM DISCRE8,470$49.3 萬<0.1%−3,689−30.3%減碼–
CRMSalesforce, Inc.Stock3,450$49.6 萬<0.1%−13,820−80.0%減碼歷史
SBUXStarbucks CorpStock5,989$50.5 萬<0.1%+2,607+77.1%加碼歷史
NFLXNetflix IncStock2,154$50.7 萬<0.1%+1,509+234.0%加碼歷史
SHWSherwin Williams CoCOM2,482$50.8 萬<0.1%+4+0.2%加碼歷史
iShares Tr464289875CORE 40 MODE ETF13,891$50.9 萬<0.1%+1,345+10.7%加碼–
CAGConagra Brands Inc.Stock15,654$51.1 萬<0.1%−54,372−77.6%減碼歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF8,763$51.6 萬<0.1%00.0%不變–
PGRProgressive CorpStock4,448$51.7 萬<0.1%+356+8.7%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY11,257$52.7 萬<0.1%+1,261+12.6%加碼–
ALLAllstate CorpStock4,270$53.2 萬<0.1%+2,545+147.5%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF12,860$55.3 萬<0.1%−35,276−73.3%減碼–
TXNTexas Instruments IncStock3,627$56.1 萬<0.1%+519+16.7%加碼歷史
HRHealthcare Realty Trust IncCL A COM26,932$56.2 萬<0.1%+26,932新進歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF14,848$57.3 萬<0.1%−116,857−88.7%減碼–
Invesco Exchange Traded FD T46137V779BLDG CONSTR ETF15,490$57.6 萬<0.1%+15,490新進–
CPRTCopart IncCOM5,419$57.7 萬<0.1%+80+1.5%加碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL20,361$57.8 萬<0.1%+4,370+27.3%加碼–
SMTCSemtech CorpStock20,588$60.5 萬<0.1%+9,258+81.7%加碼歷史
CRLCharles River Laboratories International, Inc.COM3,108$61.2 萬<0.1%+5+0.2%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF7,869$61.7 萬<0.1%+1,216+18.3%加碼–
ATVIActivision Blizzard, Inc.COM8,423$62.6 萬<0.1%+2,287+37.3%加碼歷史
EAFGraftech International LtdCOM150,345$64.8 萬<0.1%+66,346+79.0%加碼歷史
RRXRegal Rexnord CorpCOM4,643$65.2 萬<0.1%+3,037+189.1%加碼歷史
First Trust Financials Alphadex Fund33734X135ETF18,137$66.8 萬<0.1%−27,183−60.0%減碼–
LPROOpen Lending CorpCOM85,057$68.4 萬<0.1%+30,030+54.6%加碼歷史
COHRCoherent Corp.COM19,736$68.8 萬<0.1%+19,736新進歷史
EFXEquifax IncCOM4,146$71.1 萬<0.1%−17−0.4%減碼歷史
First Tr Exchange-Traded FD33733B100WTR ETF9,996$71.8 萬<0.1%−3,986−28.5%減碼–
Nushares ETF Tr67092P805NUVEEN ESG INTL32,455$72.5 萬0.1%+8,031+32.9%加碼–
HAPNHappen, Inc.COM NEW66,791$73.8 萬0.1%+66,791新進歷史
MKSIMKS IncCOM8,961$74.1 萬0.1%+3,181+55.0%加碼歷史
ACHAccendra Health IncStock30,806$74.2 萬0.1%+30,806新進歷史
GLDMWorld Gold TrustSPDR GLD MINIS22,676$74.8 萬0.1%−30,902−57.7%減碼歷史
FLGTFulgent Genetics, Inc.COM19,808$75.5 萬0.1%+7,365+59.2%加碼歷史
Invesco QQQ Trust Series I46090E103ETF2,833$75.7 萬0.1%−1,847−39.5%減碼–
ADPAutomatic Data Processing IncStock3,354$75.9 萬0.1%+239+7.7%加碼歷史
RVTYRevvity, Inc.COM6,312$76.0 萬0.1%+46+0.7%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW14,079$76.3 萬0.1%+14,079新進–
XUnited States Steel CorpCOM42,240$76.5 萬0.1%+13,602+47.5%加碼歷史
NVSNovartis AGADR10,202$77.5 萬0.1%00.0%不變歷史
MEDMedifast IncCOM7,265$78.7 萬0.1%+7,265新進歷史
SPDR Series Trust78468R549SP O&G EQP SERV14,280$78.8 萬0.1%+14,280新進–
DOORMasonite International CorpCOM11,132$79.4 萬0.1%+3,343+42.9%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP17,330$79.9 萬0.1%+4,034+30.3%加碼–
ACIWAci Worldwide, Inc.Stock38,422$80.3 萬0.1%+11,505+42.7%加碼歷史
THCTenet Healthcare CorpCOM NEW15,576$80.3 萬0.1%+15,576新進歷史
QDELQuidelOrtho CorpCOM11,254$80.4 萬0.1%+11,254新進歷史
CCSCentury Communities, Inc.COM19,070$81.6 萬0.1%+5,718+42.8%加碼歷史
LILAKLiberty Latin America Ltd.COM CL C133,540$82.1 萬0.1%+113,429+564.0%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL26,618$82.2 萬0.1%+4,222+18.9%加碼–
GBCIGlacier Bancorp, Inc.COM16,830$82.7 萬0.1%00.0%不變歷史
XPOXPO, Inc.COM18,660$83.1 萬0.1%+5,018+36.8%加碼歷史
RHRHCOM3,453$85.0 萬0.1%+1,041+43.2%加碼歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL10,050$85.3 萬0.1%+10,050新進–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL14,860$85.9 萬0.1%+2,930+24.6%加碼–
EMREmerson Electric CoStock11,785$86.3 萬0.1%+20+0.2%加碼歷史
iShares Tr464288174GL TIMB FORE ETF13,216$86.5 萬0.1%+418+3.3%加碼–
BOOTBoot Barn Holdings, Inc.COM14,846$86.8 萬0.1%+14,846新進歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF17,732$87.7 萬0.1%−837−4.5%減碼–
EQHEquitable Holdings, Inc.COM33,403$88.0 萬0.1%+9,191+38.0%加碼歷史
SPDR Index Shs FDS78463X152ST STR SP N AM18,501$88.2 萬0.1%−1,636−8.1%減碼–
Vanguard Information Technology ETF92204A702ETF2,877$88.4 萬0.1%−1,636−36.3%減碼–
BLDRBuilders FirstSource, Inc.Stock15,241$89.8 萬0.1%+4,420+40.8%加碼歷史
HONHoneywell International IncCOM5,417$90.5 萬0.1%−7,603−58.4%減碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF18,473$92.2 萬0.1%+15,628+549.3%加碼–
UFPIUfp Industries IncCOM12,931$93.3 萬0.1%+12,231+1,747.3%加碼歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF11,628$93.8 萬0.1%+40+0.3%加碼–
LADLithia Motors IncCOM4,551$97.6 萬0.1%+2,412+112.8%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF12,350$98.0 萬0.1%−166−1.3%減碼–
iShares Global Clean Energy ETF464288224ETF51,459$98.2 萬0.1%+15,470+43.0%加碼–
OMFOneMain Holdings, Inc.COM33,304$98.3 萬0.1%+17,146+106.1%加碼歷史
VSTOVista Outdoor Inc.COM40,736$99.1 萬0.1%+35,481+675.2%加碼歷史
PLTKPlaytika Holding Corp.COM105,812$99.4 萬0.1%+55,772+111.5%加碼歷史
BMYBristol Myers Squibb CoStock14,009$99.6 萬0.1%−7,884−36.0%減碼歷史
Vanguard Industrials ETF92204A603ETF6,353$100.1 萬0.1%−1,459−18.7%減碼–
SNXTD Synnex CorpCOM12,345$100.2 萬0.1%+5,470+79.6%加碼歷史
GWWW.W. Grainger, Inc.Stock2,057$100.6 萬0.1%00.0%不變歷史
TROXTronox Holdings plcSHS82,729$101.3 萬0.1%+44,404+115.9%加碼歷史
FOCSFocus Financial Partners Inc.COM CL A32,265$101.7 萬0.1%+13,260+69.8%加碼歷史

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