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Livermore
Livermore
中文EN

CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

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
AEPAmerican Electric Power Co IncStock3,992$37.9 萬<0.1%+1,325+49.7%加碼歷史
BDXBecton Dickinson & CoStock1,506$38.3 萬<0.1%+1,506新進歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL4,400$38.3 萬<0.1%−5,650−56.2%減碼–
NSCNorfolk Southern CorpStock1,583$39.0 萬<0.1%+1,583新進歷史
AMTAmerican Tower CorpREIT1,844$39.1 萬<0.1%+1,844新進歷史
HCAHCA Healthcare, Inc.COM1,639$39.3 萬<0.1%+1,639新進歷史
iShares Tr46434V647GLOBAL REIT ETF17,878$40.6 萬<0.1%−55,472−75.6%減碼–
ZTSZoetis Inc.Stock2,798$41.0 萬<0.1%+1,190+74.0%加碼歷史
iShares Tr464287325GLOB HLTHCRE ETF4,838$41.1 萬<0.1%+4,838新進–
GEGeneral Electric CoStock4,998$41.9 萬<0.1%+4,998新進歷史
AZOAutoZone IncCOM172$42.4 萬<0.1%+22+14.7%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF1,990$42.7 萬<0.1%+269+15.6%加碼–
VZVerizon Communications IncStock10,879$42.9 萬<0.1%+10,879新進歷史
MPCMarathon Petroleum CorpStock3,714$43.2 萬<0.1%+368+11.0%加碼歷史
DGXQuest Diagnostics IncCOM2,766$43.3 萬<0.1%+238+9.4%加碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN17,016$43.3 萬<0.1%+6,348+59.5%加碼–
SOSouthern CoStock6,142$43.9 萬<0.1%+2,823+85.1%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,663$44.1 萬<0.1%+1,663新進歷史
WFCWells Fargo & CompanyStock10,691$44.1 萬<0.1%+1,007+10.4%加碼歷史
ELEstee Lauder Companies IncCL A1,804$44.8 萬<0.1%+1,804新進歷史
SLBSLB LimitedStock8,556$45.7 萬<0.1%+2,057+31.7%加碼歷史
TAT&T Inc.Stock24,946$45.9 萬<0.1%+14,241+133.0%加碼歷史
ITWIllinois Tool Works IncStock2,092$46.1 萬<0.1%+914+77.6%加碼歷史
RNRRenaissancere Holdings LtdCOM2,503$46.1 萬<0.1%+2,503新進歷史
iShares Tr464289875CORE 40 MODE ETF12,195$46.4 萬<0.1%−1,696−12.2%減碼–
OXYOccidental Petroleum CorpStock7,374$46.5 萬<0.1%+99+1.4%加碼歷史
DUKDuke Energy CORPStock4,515$46.5 萬<0.1%+4,515新進歷史
GPCGenuine Parts CoStock2,713$47.1 萬<0.1%+140+5.4%加碼歷史
NUENucor CorpCOM3,577$47.1 萬<0.1%+3,577新進歷史
ACNAccenture plcStock1,767$47.2 萬<0.1%+375+26.9%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF5,246$47.2 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI21,520$49.4 萬<0.1%+21,520新進–
COLDAmericold Realty TrustCOM17,623$49.9 萬<0.1%+17,623新進歷史
Vanguard Total World Stock ETF922042742ETF5,947$51.3 萬<0.1%+5,947新進–
TJXTJX Companies IncStock6,445$51.3 萬<0.1%+939+17.1%加碼歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF8,756$51.4 萬<0.1%−7−0.1%減碼–
MDTMedtronic plcStock6,654$51.7 萬<0.1%+6,654新進歷史
LOWLowes Companies IncStock2,630$52.4 萬<0.1%+10+0.4%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF18,133$53.8 萬<0.1%−67,289−78.8%減碼–
NKENIKE, Inc.Stock4,616$54.0 萬<0.1%+4,616新進歷史
Vanguard Health Care ETF92204A504ETF2,210$54.8 萬<0.1%−3,260−59.6%減碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF22,634$55.0 萬<0.1%+9,592+73.5%加碼–
TMUST-Mobile US, Inc.Stock3,930$55.0 萬<0.1%+1,188+43.3%加碼歷史
State Street SPDR S&P Bank ETF78464A797ETF12,189$55.0 萬<0.1%+12,189新進–
CCitigroup IncStock12,168$55.0 萬<0.1%+12,168新進歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD11,263$55.7 萬<0.1%−368,817−97.0%減碼–
BAXBaxter International IncStock10,972$55.9 萬<0.1%+2,134+24.1%加碼歷史
AXPAmerican Express CoStock3,823$56.5 萬<0.1%+444+13.1%加碼歷史
CBChubb LtdStock2,605$57.5 萬<0.1%+707+37.2%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF14,852$57.9 萬<0.1%−305,551−95.4%減碼–
TMOThermo Fisher Scientific Inc.Stock1,057$58.2 萬<0.1%+441+71.6%加碼歷史
BACBank of America CorpStock17,669$58.5 萬<0.1%+6,614+59.8%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP16,642$58.6 萬<0.1%+5,891+54.8%加碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF9,296$59.1 萬<0.1%−70,355−88.3%減碼–
PMPhilip Morris International Inc.Stock5,845$59.2 萬<0.1%+3,096+112.6%加碼歷史
UPSUnited Parcel Service IncStock3,498$60.8 萬<0.1%+1,966+128.3%加碼歷史
DOVDOVER CorpCOM4,509$61.1 萬<0.1%+405+9.9%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A5,854$61.2 萬<0.1%+889+17.9%加碼歷史
ELVElevance Health, Inc.Stock1,202$61.6 萬<0.1%+242+25.2%加碼歷史
STTState Street CorpCOM7,997$62.0 萬<0.1%+1,758+28.2%加碼歷史
BABoeing CoStock3,351$63.8 萬<0.1%+3,351新進歷史
APDAir Products & Chemicals, Inc.Stock2,076$64.0 萬<0.1%+896+75.9%加碼歷史
SYKStryker CorpStock2,619$64.0 萬<0.1%+898+52.2%加碼歷史
SLGNSilgan Holdings IncCOM12,475$64.7 萬<0.1%+2,076+20.0%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF25,766$64.8 萬<0.1%−50,360−66.2%減碼–
PIMCO ETF Tr72201R866INTER MUN BD ACT12,857$66.1 萬<0.1%+12,857新進–
iShares Tr464288174GL TIMB FORE ETF9,122$66.4 萬<0.1%−4,094−31.0%減碼–
DEDeere & CoStock1,554$66.6 萬<0.1%+440+39.5%加碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO4,914$66.8 萬<0.1%+4,914新進–
ProShares Tr74348A467S&P 500 DV ARIST7,475$67.3 萬<0.1%+7,475新進–
New York Life Investments Et45409B107HEDGE MULTI STRA23,664$67.3 萬<0.1%−26,421−52.8%減碼–
PGRProgressive CorpStock5,202$67.5 萬<0.1%+754+17.0%加碼歷史
INTUIntuit Inc.Stock1,737$67.6 萬<0.1%+1,174+208.5%加碼歷史
SBUXStarbucks CorpStock6,825$67.7 萬<0.1%+836+14.0%加碼歷史
CATCaterpillar IncStock2,836$67.9 萬<0.1%+2,836新進歷史
NFLXNetflix IncStock2,308$68.1 萬<0.1%+154+7.1%加碼歷史
CRLCharles River Laboratories International, Inc.COM3,146$68.6 萬<0.1%+38+1.2%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL10,971$70.1 萬<0.1%−3,889−26.2%減碼–
ADIAnalog Devices IncStock4,304$70.6 萬<0.1%+1,550+56.3%加碼歷史
ADBEAdobe Inc.Stock2,130$71.7 萬<0.1%+1,141+115.4%加碼歷史
First Tr Exchange-Traded FD33733B100WTR ETF9,090$72.1 萬<0.1%−906−9.1%減碼–
CAGConagra Brands Inc.Stock18,702$72.4 萬<0.1%+3,048+19.5%加碼歷史
DHRDanaher CorpStock2,770$73.5 萬<0.1%+1,183+74.5%加碼歷史
GILDGilead Sciences, Inc.Stock8,573$73.6 萬<0.1%+889+11.6%加碼歷史
DKSDick's Sporting Goods, Inc.Stock6,169$74.2 萬<0.1%−10,864−63.8%減碼歷史
TXNTexas Instruments IncStock4,525$74.8 萬<0.1%+898+24.8%加碼歷史
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE15,554$74.9 萬<0.1%+15,554新進–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP22,190$75.8 萬<0.1%+7,682+53.0%加碼–
VanEck ETF Trust92189F700AGRIBUSINESS ETF8,852$76.0 萬<0.1%−2,776−23.9%減碼–
LINLinde PLCSHS2,335$76.2 萬<0.1%+1,055+82.4%加碼歷史
CPRTCopart IncCOM12,657$77.1 萬<0.1%+1,819+16.8%加碼依 2 比 1 拆股換算歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF14,081$78.2 萬<0.1%+14,081新進–
MDLZMondelez International, Inc.Stock11,819$78.8 萬<0.1%+3,760+46.7%加碼歷史
iShares Tr46435G243ESG AWRE 1 5 YR33,208$78.9 萬<0.1%+12,350+59.2%加碼–
SHWSherwin Williams CoCOM3,397$80.6 萬<0.1%+915+36.9%加碼歷史
Invesco QQQ Trust Series I46090E103ETF3,049$81.2 萬<0.1%+216+7.6%加碼–
IBMInternational Business Machines CorpStock5,795$81.6 萬<0.1%+2,254+63.7%加碼歷史
GBCIGlacier Bancorp, Inc.COM16,530$81.7 萬<0.1%−300−1.8%減碼歷史
EFXEquifax IncCOM4,264$82.9 萬0.1%+118+2.8%加碼歷史
UNPUnion Pacific CorpStock4,043$83.7 萬0.1%+2,563+173.2%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%–