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CX Institutional

SEC CIK
0001737089
最新申報
2026/7/1

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/3 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
500
較 2022 年第 3 季 +45
總值
$16.5 億
較 2022 年第 3 季 +$2.05 億 (+14.2%)
申報日
2023/2/3
SEC
CX Institutional 在 2022 年第 4 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 ETF464287200ETF125,689$4,829 萬2.9%+693+0.6%加碼–
SPDR Series Trust78464A672ST INTER ETF1,352,113$3,818 萬2.3%+96,215+7.7%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF175,520$3,577 萬2.2%−4,046−2.3%減碼–
iShares Core MSCI Eafe ETF46432F842ETF480,964$2,965 萬1.8%+81,591+20.4%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF169,839$2,959 萬1.8%+1,246+0.7%加碼–
VanEck ETF Trust92189H201INTRMDT MUNI ETF612,275$2,793 萬1.7%+379,937+163.5%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF331,116$2,699 萬1.6%−38,539−10.4%減碼–
Vanguard Total International Bond ETF92203J407ETF529,629$2,512 萬1.5%+37,121+7.5%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF380,160$2,510 萬1.5%+234,042+160.2%加碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL459,013$2,261 萬1.4%+18,717+4.3%加碼–
iShares Tr464288414NATIONAL MUN ETF212,569$2,243 萬1.4%+24,087+12.8%加碼–
SPDR Series Trust78464A383ST STR BACKE ETF1,030,196$2,236 萬1.4%+85,525+9.1%加碼–
SPDR Index Shs FDS78463X434ST STR MSCI EAFE336,967$2,160 萬1.3%+132,292+64.6%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF286,550$2,066 萬1.3%−63,085−18.0%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF112,115$2,058 萬1.3%+4,095+3.8%加碼–
American Centy ETF Tr025072505DIVERSIFIED MU417,783$2,044 萬1.2%+3,365+0.8%加碼–
iShares Russell 1000 Growth ETF464287614ETF91,829$1,967 萬1.2%−13,567−12.9%減碼–
Vanguard World FD921910816MEGA GRWTH IND110,780$1,906 萬1.2%−1,979−1.8%減碼–
iShares Inc464286392MSCI WORLD ETF167,653$1,832 萬1.1%−29,892−15.1%減碼–
ProShares Tr74347B607INVT INT RT HG254,671$1,811 萬1.1%+5,926+2.4%加碼–
SPDR Series Trust78468R721STATE STREET SPD384,072$1,752 萬1.1%−2,750−0.7%減碼–
iShares Tr464288513IBOXX HI YD ETF218,126$1,606 萬1.0%+14,803+7.3%加碼–
Goldman Sachs ETF Tr381430529ACCES TREASURY150,015$1,496 萬0.9%+150,015新進–
Vanguard Short-Term Bond ETF921937827ETF188,731$1,421 萬0.9%+188,731新進–
iShares Tr46434V803HDG MSCI EAFE518,925$1,401 萬0.9%+474,271+1,062.1%加碼–
iShares S&P 500 Value ETF464287408ETF96,205$1,396 萬0.8%+8,400+9.6%加碼–
SPDR Series Trust78468R804ST STR R1K LOWV94,731$1,285 萬0.8%+37,261+64.8%加碼–
SPDR Series Trust78464A763ST STR SP DIV98,085$1,227 萬0.7%−17,046−14.8%減碼–
SPDR Series Trust78464A284ST NUVE HIGH ETF242,685$1,188 萬0.7%+113,678+88.1%加碼–
MSFTMicrosoft CorpStock48,208$1,156 萬0.7%+8,609+21.7%加碼歷史
iShares Select Dividend ETF464287168ETF94,040$1,134 萬0.7%+22,576+31.6%加碼–
SPDR Series Trust78464A144ST STR CORPO ETF396,718$1,126 萬0.7%+33,219+9.1%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF127,213$1,113 萬0.7%+58,264+84.5%加碼–
AAPLApple Inc.Stock83,700$1,088 萬0.7%+4,219+5.3%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF78,248$1,063 萬0.6%−7,474−8.7%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF150,470$1,061 萬0.6%+79,081+110.8%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF306,828$1,049 萬0.6%+19,511+6.8%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF134,701$1,046 萬0.6%+43,500+47.7%加碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF139,060$1,037 萬0.6%+73,682+112.7%加碼–
SPDR Series Trust78464A607ST STR DOW REIT112,663$981.9 萬0.6%+15,415+15.9%加碼–
SPYSPDR S&P 500 ETF TrustETF24,998$956.0 萬0.6%+900+3.7%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF190,105$893.1 萬0.5%+13,835+7.8%加碼–
iShares Russell 1000 Value ETF464287598ETF56,842$862.0 萬0.5%−42,020−42.5%減碼–
WisdomTree Tr97717W505US MIDCAP DIVID207,761$854.7 萬0.5%+8,065+4.0%加碼–
iShares Inc46434G830MSCI ITALY ETF310,299$835.9 萬0.5%+310,299新進–
iShares Inc464286707MSCI FRANCE ETF250,476$829.6 萬0.5%+62,626+33.3%加碼–
iShares Inc464286764MSCI SPAIN ETF340,353$823.0 萬0.5%+88,885+35.3%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF162,335$813.8 萬0.5%+157,398+3,188.1%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF202,977$789.4 萬0.5%−163,586−44.6%減碼–
WisdomTree Tr97717W307US LARGECAP DIVD127,351$788.9 萬0.5%+4,324+3.5%加碼–
Legg Mason ETF Invt52468L406FRANKLIN US LOW204,927$779.5 萬0.5%+5,937+3.0%加碼–
iShares Inc46434G822MSCI JAPAN ETF140,400$764.3 萬0.5%+33,710+31.6%加碼–
iShares Inc464286103MSCI AUST ETF342,550$761.5 萬0.5%+77,737+29.4%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF37,130$709.9 萬0.4%−767−2.0%減碼–
iShares Tr4642874571 3 YR TREAS BD86,816$704.7 萬0.4%+4,514+5.5%加碼–
iShares Tr46435G334MSCI UK ETF NEW227,929$698.8 萬0.4%+227,929新進–
Goldman Sachs ETF Tr381430545HEDGE IND ETF99,135$688.1 萬0.4%+16,960+20.6%加碼–
VanEck ETF Trust92189F536LONG MUNI ETF392,139$684.7 萬0.4%+20,828+5.6%加碼–
iShares Inc464286822MSCI MEXICO ETF133,504$660.2 萬0.4%+133,504新進–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF36,369$653.8 萬0.4%+4,487+14.1%加碼–
BRK.BBerkshire Hathaway IncStock21,067$650.8 萬0.4%+2,540+13.7%加碼歷史
ABBVAbbVie Inc.Stock39,051$631.1 萬0.4%−20,814−34.8%減碼歷史
MRKMerck & Co., Inc.Stock55,608$617.0 萬0.4%+5,553+11.1%加碼歷史
UNHUnitedHealth Group IncStock11,597$614.9 萬0.4%+974+9.2%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF44,061$595.9 萬0.4%+10,098+29.7%加碼–
HDHome Depot, Inc.Stock18,851$595.4 萬0.4%+12,315+188.4%加碼歷史
LLYEli Lilly & CoStock16,248$594.4 萬0.4%+10,183+167.9%加碼歷史
iShares Inc464286319EM MKTS DIV ETF245,482$592.1 萬0.4%+245,482新進–
AMGNAmgen IncStock22,535$591.9 萬0.4%+2,413+12.0%加碼歷史
KOCoca Cola CoStock91,216$580.2 萬0.4%+62,563+218.3%加碼歷史
iShares Inc464286509MSCI CDA ETF177,003$579.3 萬0.4%+4,762+2.8%加碼–
Vanguard Morningstar Growth ETF922908736ETF27,182$579.3 萬0.4%+1,949+7.7%加碼–
MCDMcDonalds CorpStock20,818$548.6 萬0.3%+14,542+231.7%加碼歷史
ABTAbbott LaboratoriesStock48,858$536.4 萬0.3%+16,222+49.7%加碼歷史
SLViShares Silver TrustETF239,570$527.5 萬0.3%+239,570新進歷史
iShares Inc464286632MSCI ISRAEL ETF93,015$520.8 萬0.3%+3,631+4.1%加碼–
PGProcter & Gamble CoStock33,743$511.4 萬0.3%+1,320+4.1%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF51,914$509.8 萬0.3%−51,251−49.7%減碼–
SPDR Index Shs FDS78463X871ST INTL CAP ETF173,194$509.4 萬0.3%+173,194新進–
Schwab U.S. Broad Market ETF808524102ETF113,478$508.5 萬0.3%+42,270+59.4%加碼–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100209,239$500.3 萬0.3%+48,875+30.5%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF31,196$495.4 萬0.3%+8,804+39.3%加碼–
iShares Inc464286400MSCI BRAZIL ETF176,653$494.1 萬0.3%+176,653新進–
iShares Tr464288760US AER DEF ETF43,764$489.5 萬0.3%+43,764新進–
First Tr Exchange-Traded Alp33735K108COM SHS53,457$488.7 萬0.3%−41,570−43.7%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF116,100$487.3 萬0.3%−49,319−29.8%減碼–
iShares Tr464287739U.S. REAL ES ETF57,408$483.3 萬0.3%+29,326+104.4%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT33,924$479.2 萬0.3%+31,018+1,067.4%加碼–
Vanguard Whitehall FDS921946810INTL DVD ETF67,629$470.9 萬0.3%+67,629新進–
COPConocoPhillipsStock39,062$460.9 萬0.3%+2,066+5.6%加碼歷史
SPDR Series Trust78464A789ST STR SP INS112,486$460.6 萬0.3%+45,020+66.7%加碼–
SCHWSchwab Charles CorpStock55,191$459.5 萬0.3%+3,518+6.8%加碼歷史
CMCSAComcast CorpStock130,953$457.9 萬0.3%+48,266+58.4%加碼歷史
CICigna GroupStock13,756$455.8 萬0.3%+1,324+10.6%加碼歷史
iShares Tr464287556ISHARES BIOTECH34,607$454.4 萬0.3%+7,938+29.8%加碼–
FCXFreeport-McMoran IncStock118,755$451.3 萬0.3%+14,694+14.1%加碼歷史
GOOGLAlphabet Inc.Stock50,129$442.3 萬0.3%+1,990+4.1%加碼歷史
DHIHorton D R IncCOM49,034$437.1 萬0.3%+7,281+17.4%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF21,755$436.3 萬0.3%+6,269+40.5%加碼–
NVDANVIDIA CorpStock29,294$428.1 萬0.3%+12,686+76.4%加碼歷史

2022 年第 3 季之後清倉(94 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

CX Institutional 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
iShares Tr464288273EAFE SML CP ETF207,070$1,010 萬0.7%–
iShares Tr464287721U.S. TECH ETF121,935$894.6 萬0.6%–
Vanguard World FD921910873MEGA CAP INDEX55,798$696.5 萬0.5%–
iShares Inc46434G780MSCI SINGPOR ETF310,530$531.3 萬0.4%–
iShares Inc464286756MSCI SWEDEN ETF185,295$504.9 萬0.4%–
iShares Inc464286806MSCI GERMANY ETF253,996$501.4 萬0.3%–
iShares Inc464286814MSCI NETHERL ETF161,486$493.7 萬0.3%–
Vanguard Morningstar Value ETF922908744ETF29,239$361.0 萬0.3%–
SPDR Series Trust78464A722ST STR SP PHARMA78,878$316.8 萬0.2%–
iShares Tr464287515EXPANDED TECH11,681$292.2 萬0.2%–
iShares Semiconductor ETF464287523ETF9,113$290.5 萬0.2%–
iShares Tr464287192US TRSPRTION14,703$289.0 萬0.2%–
LRCXLam Research CorpCOM7,014$256.7 萬0.2%歷史
IVZInvesco Ltd.Stock173,265$237.4 萬0.2%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF23,188$235.8 萬0.2%–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL46,884$235.8 萬0.2%–
UBERUber Technologies, IncStock83,332$220.8 萬0.2%歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL36,846$219.9 萬0.2%–
ILMNIllumina, Inc.COM10,621$202.6 萬0.1%歷史
TEAMAtlassian CorpCL A9,283$195.5 萬0.1%歷史
iShares Tr464287838U.S. BAS MTL ETF17,965$194.3 萬0.1%–
EXPEExpedia Group, Inc.Stock20,166$188.9 萬0.1%歷史
TWLOTwilio IncCL A26,686$184.5 萬0.1%歷史
DALDelta Air Lines, Inc.COM NEW64,755$181.7 萬0.1%歷史
DDOGDatadog, Inc.CL A COM20,112$178.6 萬0.1%歷史
iShares Russell Midcap ETF464287499ETF26,321$163.6 萬0.1%–
MUMicron Technology IncStock27,238$136.5 萬0.1%歷史
JBLJabil IncStock21,243$122.6 萬0.1%歷史
ALGNAlign Technology IncCOM5,815$120.4 萬0.1%歷史
AMNAmn Healthcare Services IncCOM11,295$119.7 萬0.1%歷史
XYZBlock, Inc.CL A21,500$118.2 萬0.1%歷史
KNXKnight-Swift Transportation Holdings Inc.CL A23,570$115.3 萬0.1%歷史
WSMWilliams Sonoma IncCOM9,530$112.3 萬0.1%歷史
Invesco Exchange Traded FD T46137Y609S&P 500A EQL45,232$109.4 萬0.1%–
ZDZiff Davis, Inc.COM15,242$104.4 萬0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF29,383$102.5 萬0.1%–
FOCSFocus Financial Partners Inc.COM CL A32,265$101.7 萬0.1%歷史
Vanguard Industrials ETF92204A603ETF6,353$100.1 萬0.1%–
VSTOVista Outdoor Inc.COM40,736$99.1 萬0.1%歷史
OMFOneMain Holdings, Inc.COM33,304$98.3 萬0.1%歷史
LADLithia Motors IncCOM4,551$97.6 萬0.1%歷史
EQHEquitable Holdings, Inc.COM33,403$88.0 萬0.1%歷史
RHRHCOM3,453$85.0 萬0.1%歷史
XPOXPO, Inc.COM18,660$83.1 萬0.1%歷史
LILAKLiberty Latin America Ltd.COM CL C133,540$82.1 萬0.1%歷史
CCSCentury Communities, Inc.COM19,070$81.6 萬0.1%歷史
QDELQuidelOrtho CorpCOM11,254$80.4 萬0.1%歷史
ACIWAci Worldwide, Inc.Stock38,422$80.3 萬0.1%歷史
THCTenet Healthcare CorpCOM NEW15,576$80.3 萬0.1%歷史
DOORMasonite International CorpCOM11,132$79.4 萬0.1%歷史
MEDMedifast IncCOM7,265$78.7 萬0.1%歷史
XUnited States Steel CorpCOM42,240$76.5 萬0.1%歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW14,079$76.3 萬0.1%–
FLGTFulgent Genetics, Inc.COM19,808$75.5 萬0.1%歷史
GLDMWorld Gold TrustSPDR GLD MINIS22,676$74.8 萬0.1%歷史
ACHAccendra Health IncStock30,806$74.2 萬0.1%歷史
HAPNHappen, Inc.COM NEW66,791$73.8 萬0.1%歷史
COHRCoherent Corp.COM19,736$68.8 萬<0.1%歷史
LPROOpen Lending CorpCOM85,057$68.4 萬<0.1%歷史
EAFGraftech International LtdCOM150,345$64.8 萬<0.1%歷史
SMTCSemtech CorpStock20,588$60.5 萬<0.1%歷史
iShares Tr464287580US CONSUM DISCRE8,470$49.3 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB21,781$46.1 萬<0.1%–
iShares Tr464287796U.S. ENERGY ETF10,839$42.6 萬<0.1%–
Vanguard Financials ETF92204A405ETF5,613$41.8 萬<0.1%–
iShares U S ETF Tr46431W507SHOR DURA BD ETF8,258$40.7 萬<0.1%–
iShares Tr46434V613CORE UNIVRSL USD8,647$38.5 萬<0.1%–
Invesco Exchange Traded FD T46137V704DORSEY WRGT BASC4,790$33.4 萬<0.1%–
Dimensional ETF Trust25434V401US EQUI MARK ETF8,349$32.4 萬<0.1%–
iShares Tr464287630RUS 2000 VAL ETF2,477$31.9 萬<0.1%–
SPDR Series Trust78468R606ST PORT HIGH ETF14,572$31.8 萬<0.1%–
iShares Russell Mid-Cap Value ETF464287473ETF3,077$29.6 萬<0.1%–
DECKDeckers Outdoor CorpCOM891$27.9 萬<0.1%歷史
WGOWinnebago Industries IncCOM5,093$27.1 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock3,122$26.9 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB12,869$26.9 萬<0.1%–
AHCOAdaptHealth Corp.COMMON STOCK14,028$26.3 萬<0.1%歷史
SKYChampion Homes, Inc.Stock4,900$25.9 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB12,680$25.9 萬<0.1%–
TEXTerex CorpStock8,653$25.7 萬<0.1%歷史
iShares Tr46432F875MRNGSTR INC ETF13,677$25.1 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB12,575$25.1 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB13,266$24.7 萬<0.1%–
Ssga Active ETF Tr78467V202ST STR INCOM ETF8,574$24.2 萬<0.1%–
MTHMeritage Homes CORPCOM3,373$23.7 萬<0.1%歷史
CPRICapri Holdings LtdSHS6,106$23.5 萬<0.1%歷史
WALWestern Alliance BancorporationCOM3,464$22.8 萬<0.1%歷史
CIENCiena CorpCOM NEW5,587$22.6 萬<0.1%歷史
VVVValvoline IncCOM8,828$22.4 萬<0.1%歷史
ENTGEntegris IncCOM2,634$21.9 萬<0.1%歷史
MCMoelis & CoCL A6,409$21.7 萬<0.1%歷史
MDCSekisui House U.S., Inc.COM7,930$21.7 萬<0.1%歷史
UPBDUpbound Group, Inc.COM10,421$18.2 萬<0.1%歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI11,900$17.2 萬<0.1%–