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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
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL46,884$235.8 萬0.2%−31,402−40.1%減碼–
IVZInvesco Ltd.Stock173,265$237.4 萬0.2%+172,781+35,698.6%加碼歷史
Schwab U.S. REIT ETF808524847ETF127,234$237.8 萬0.2%+17,375+15.8%加碼–
AAPAdvance Auto Parts IncCOM15,290$239.0 萬0.2%+13,705+864.7%加碼歷史
VVisa Inc.Stock13,518$240.1 萬0.2%−445−3.2%減碼歷史
CMCSAComcast CorpStock82,687$242.5 萬0.2%+68,299+474.7%加碼歷史
iShares Russell 2000 ETF464287655ETF14,746$243.2 萬0.2%−6,457−30.5%減碼–
MAMastercard IncStock8,557$243.3 萬0.2%+451+5.6%加碼歷史
SPDR Series Trust78464A789ST STR SP INS67,466$244.0 萬0.2%+4,713+7.5%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF78,708$244.3 萬0.2%−84,429−51.8%減碼–
iShares Tr4642874407-10 YR TRSY BD26,296$252.4 萬0.2%+26,188+24,248.1%加碼–
LRCXLam Research CorpCOM7,014$256.7 萬0.2%+6,895+5,794.1%加碼歷史
USBUS Bancorp DECOM NEW63,783$257.2 萬0.2%+50,157+368.1%加碼歷史
FOXAFox CorpCL A COM87,449$268.3 萬0.2%+86,423+8,423.3%加碼歷史
FOXFox CorpCL B COM94,309$268.8 萬0.2%+18,184+23.9%加碼歷史
AMATApplied Materials IncStock32,832$269.0 萬0.2%+31,513+2,389.2%加碼歷史
PHParker-Hannifin CorpStock11,341$274.8 萬0.2%+11,182+7,032.7%加碼歷史
NTAPNetApp, Inc.Stock44,597$275.8 萬0.2%+43,524+4,056.3%加碼歷史
ICEIntercontinental Exchange, Inc.Stock30,561$276.1 萬0.2%+6,422+26.6%加碼歷史
LENLennar CorpCL A37,364$278.5 萬0.2%+7,559+25.4%加碼歷史
AVGOBroadcom Inc.Stock6,304$279.9 萬0.2%+5,526+710.3%加碼歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR61,079$280.7 萬0.2%−25,784−29.7%減碼–
DHIHorton D R IncCOM41,753$281.2 萬0.2%+4,345+11.6%加碼歷史
CTRACoterra Energy Inc.Stock108,170$282.5 萬0.2%+89,911+492.4%加碼歷史
FCXFreeport-McMoran IncStock104,061$284.4 萬0.2%+101,844+4,593.8%加碼歷史
WMTWalmart Inc.Stock22,009$285.5 萬0.2%−11,883−35.1%減碼歷史
XOMExxonMobil Holdings CorpCOM32,769$286.1 萬0.2%+2,028+6.6%加碼歷史
iShares Tr464287192US TRSPRTION14,703$289.0 萬0.2%+4,546+44.8%加碼–
JNJJohnson & JohnsonStock17,704$289.2 萬0.2%−11,633−39.7%減碼歷史
iShares Semiconductor ETF464287523ETF9,113$290.5 萬0.2%+3,357+58.3%加碼–
iShares Tr464287515EXPANDED TECH11,681$292.2 萬0.2%+5,049+76.1%加碼–
SPDR Series Trust78464A201ST STR SP600GRWO42,892$292.2 萬0.2%+11,505+36.7%加碼–
KRKroger CoStock67,989$297.5 萬0.2%+65,377+2,502.9%加碼歷史
GSGoldman Sachs Group IncStock10,195$298.8 萬0.2%+5,336+109.8%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF71,208$299.0 萬0.2%−5,154−6.7%減碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF15,486$302.2 萬0.2%+2,213+16.7%加碼–
WMWaste Management IncStock19,143$306.7 萬0.2%+734+4.0%加碼歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP64,930$308.5 萬0.2%00.0%不變歷史
MOAltria Group, Inc.Stock76,509$308.9 萬0.2%+20,760+37.2%加碼歷史
WisdomTree Tr97717W125FUTRE STRAT FD90,033$310.0 萬0.2%−31,078−25.7%減碼–
DVNDevon Energy CorpStock51,705$310.9 萬0.2%+39,655+329.1%加碼歷史
iShares Tr464287556ISHARES BIOTECH26,669$311.9 萬0.2%+26,563+25,059.4%加碼–
NDAQNasdaq, Inc.COM55,023$311.9 萬0.2%+53,178+2,882.3%加碼依 3 比 1 拆股換算歷史
ADMArcher-Daniels-Midland CoStock38,879$312.8 萬0.2%+37,453+2,626.4%加碼歷史
ABTAbbott LaboratoriesStock32,636$315.8 萬0.2%+21,894+203.8%加碼歷史
SPDR Series Trust78464A722ST STR SP PHARMA78,878$316.8 萬0.2%+78,686+40,982.3%加碼–
MSMorgan StanleyStock40,514$320.1 萬0.2%+37,280+1,152.8%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF22,392$321.1 萬0.2%+2,322+11.6%加碼–
iShares Core S&P Small Cap ETF464287804ETF37,483$326.8 萬0.2%−50,259−57.3%減碼–
AONAon plcCL A12,311$329.8 萬0.2%+142+1.2%加碼歷史
BBYBest Buy Co IncStock52,594$333.1 萬0.2%+46,197+722.2%加碼歷史
CVSCVS Health CorpStock35,466$338.2 萬0.2%+10,883+44.3%加碼歷史
CICigna GroupStock12,432$344.9 萬0.2%+1,095+9.7%加碼歷史
Vanguard S&P 500 Value ETF921932703ETF27,866$345.9 萬0.2%+27,866新進–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100160,364$355.2 萬0.2%+90,240+128.7%加碼–
Vanguard Morningstar Value ETF922908744ETF29,239$361.0 萬0.3%+5,169+21.5%加碼–
SCHWSchwab Charles CorpStock51,673$371.4 萬0.3%+48,286+1,425.6%加碼歷史
COPConocoPhillipsStock36,996$378.6 萬0.3%+25,094+210.8%加碼歷史
COSTCostco Wholesale CorpStock8,172$385.9 萬0.3%−10−0.1%減碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF111,414$401.2 萬0.3%+17,953+19.2%加碼–
PGProcter & Gamble CoStock32,423$409.3 萬0.3%+20,390+169.5%加碼歷史
Vanguard Materials ETF92204A801ETF27,862$413.5 萬0.3%+8,888+46.8%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF33,963$413.6 萬0.3%+2,734+8.8%加碼–
iShares Tr46434V381FUTU EXPO TE ETF94,307$420.3 萬0.3%+45,869+94.7%加碼–
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
MRKMerck & Co., Inc.Stock50,055$431.1 萬0.3%+7,827+18.5%加碼歷史
AMZNAmazon Com IncStock38,566$435.8 萬0.3%+13,146+51.7%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF65,378$436.3 萬0.3%−1,880−2.8%減碼–
iShares Tr464287754US INDUSTRIALS52,378$438.8 萬0.3%+35,123+203.6%加碼–
iShares Tr464287762US HLTHCARE ETF17,484$442.3 萬0.3%+8,296+90.3%加碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF132,904$452.7 萬0.3%−239,160−64.3%減碼–
AMGNAmgen IncStock20,122$453.6 萬0.3%+9,320+86.3%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF79,651$454.1 萬0.3%−119,156−59.9%減碼–
iShares Tr464287788U.S. FINLS ETF67,526$456.1 萬0.3%+57,643+583.3%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
State Street Utilities Select Sector SPDR ETF81369Y886ETF71,389$467.7 萬0.3%+3,472+5.1%加碼–
iShares Inc464286814MSCI NETHERL ETF161,486$493.7 萬0.3%+72,590+81.7%加碼–
BRK.BBerkshire Hathaway IncStock18,527$494.7 萬0.3%−6,614−26.3%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF68,949$496.6 萬0.3%+10,429+17.8%加碼–
iShares Inc464286764MSCI SPAIN ETF251,468$498.4 萬0.3%+251,468新進–
iShares Inc464286806MSCI GERMANY ETF253,996$501.4 萬0.3%+121,623+91.9%加碼–
iShares Inc464286707MSCI FRANCE ETF187,850$503.4 萬0.3%+90,537+93.0%加碼–
iShares Inc464286756MSCI SWEDEN ETF185,295$504.9 萬0.4%+84,021+83.0%加碼–
iShares Inc464286632MSCI ISRAEL ETF89,384$512.1 萬0.4%+89,041+25,959.5%加碼–
iShares Inc464286103MSCI AUST ETF264,813$519.6 萬0.4%+120,840+83.9%加碼–
iShares Inc46434G822MSCI JAPAN ETF106,690$521.2 萬0.4%+106,471+48,616.9%加碼–
iShares Inc464286509MSCI CDA ETF172,241$529.8 萬0.4%+59,704+53.1%加碼–
iShares Inc46434G780MSCI SINGPOR ETF310,530$531.3 萬0.4%+310,436+330,251.1%加碼–
UNHUnitedHealth Group IncStock10,623$536.5 萬0.4%+4,160+64.4%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF25,233$539.9 萬0.4%−733−2.8%減碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF31,882$543.7 萬0.4%+2,165+7.3%加碼–
Goldman Sachs ETF Tr381430545HEDGE IND ETF82,175$564.5 萬0.4%+60,094+272.2%加碼–
iShares S&P 500 Growth ETF464287309ETF98,496$569.8 萬0.4%−26,146−21.0%減碼–
iShares Tr464288448INTL SEL DIV ETF261,671$589.5 萬0.4%+223,351+582.9%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF165,419$601.5 萬0.4%+130,797+377.8%加碼–
VanEck ETF Trust92189F536LONG MUNI ETF371,311$617.9 萬0.4%+368,302+12,240.0%加碼–
SPDR Series Trust78464A284ST NUVE HIGH ETF129,007$618.2 萬0.4%+32,423+33.6%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF91,201$620.3 萬0.4%+16,697+22.4%加碼–
WisdomTree Tr97717W315EMER MKT HIGH FD199,944$650.4 萬0.5%+73,235+57.8%加碼–
iShares Tr4642874571 3 YR TREAS BD82,302$668.4 萬0.5%−27,362−25.0%減碼–

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