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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
Vanguard Consumer Staples ETF92204A207ETF4,381$83.9 萬0.1%+4,381新進–
NEENextera Energy IncStock10,118$84.6 萬0.1%+4,246+72.3%加碼歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN22,264$85.3 萬0.1%+1,082+5.1%加碼–
SPDR Index Shs FDS78463X152ST STR SP N AM15,774$85.5 萬0.1%−2,727−14.7%減碼–
PLTKPlaytika Holding Corp.COM100,951$85.9 萬0.1%−4,861−4.6%減碼歷史
ATVIActivision Blizzard, Inc.COM11,279$86.3 萬0.1%+2,856+33.9%加碼歷史
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF18,568$87.6 萬0.1%−641−3.3%減碼–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US15,356$89.0 萬0.1%−6,944−31.1%減碼–
WDWalker & Dunlop, Inc.COM11,359$89.1 萬0.1%+11,359新進歷史
CSCOCisco Systems, Inc.Stock18,843$89.8 萬0.1%+11,303+149.9%加碼歷史
Vanguard Energy ETF92204A306ETF7,442$90.3 萬0.1%+7,442新進–
iShares Russell Mid-Cap Growth ETF464287481ETF10,907$91.2 萬0.1%+3,038+38.6%加碼–
iShares Tr464288752US HOME CONS ETF15,083$91.4 萬0.1%−18,905−55.6%減碼–
NVSNovartis AGADR10,202$92.6 萬0.1%00.0%不變歷史
iShares Tr46435U135CYBERSECURITY28,267$93.3 萬0.1%−1,850−6.1%減碼–
BCPCBalchem CorpCOM7,655$93.5 萬0.1%+7,655新進歷史
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN16,620$93.8 萬0.1%+16,620新進–
Nushares ETF Tr67092P508NUVEEN ESG MIDVL31,587$94.0 萬0.1%+11,226+55.1%加碼–
RVTYRevvity, Inc.COM6,715$94.2 萬0.1%+403+6.4%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF20,472$95.6 萬0.1%+7,612+59.2%加碼–
iShares Global Clean Energy ETF464288224ETF48,571$96.4 萬0.1%−2,888−5.6%減碼–
ADPAutomatic Data Processing IncStock4,120$98.4 萬0.1%+766+22.8%加碼歷史
MKSIMKS IncCOM11,746$99.5 萬0.1%+2,785+31.1%加碼歷史
SPDR Series Trust78468R549SP O&G EQP SERV12,616$100.6 萬0.1%−1,664−11.7%減碼–
RTXRTX CorpStock10,014$101.1 萬0.1%+5,362+115.3%加碼歷史
EVTCEVERTEC, Inc.COM31,307$101.4 萬0.1%+31,307新進歷史
TROXTronox Holdings plcSHS74,696$102.4 萬0.1%−8,033−9.7%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF12,350$102.5 萬0.1%00.0%不變–
Global X FDS37954Y418THMATC GWT ETF45,139$102.7 萬0.1%−23,308−34.1%減碼–
BCBrunswick CorpCOM14,262$102.8 萬0.1%−1,916−11.8%減碼歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF18,072$103.0 萬0.1%+340+1.9%加碼–
SNXTD Synnex CorpCOM11,151$105.6 萬0.1%−1,194−9.7%減碼歷史
BLDRBuilders FirstSource, Inc.Stock16,384$106.3 萬0.1%+1,143+7.5%加碼歷史
DIODDiodes IncCOM14,050$107.0 萬0.1%−2,619−15.7%減碼歷史
RRXRegal Rexnord CorpCOM8,987$107.8 萬0.1%+4,344+93.6%加碼歷史
BROBrown & Brown, Inc.Stock18,977$108.1 萬0.1%+710+3.9%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF2,472$109.5 萬0.1%−491−16.6%減碼歷史
UFPIUfp Industries IncCOM13,934$110.4 萬0.1%+1,003+7.8%加碼歷史
CLFCleveland-Cliffs Inc.COM68,592$110.5 萬0.1%+68,592新進歷史
iShares Core S&P Small Cap ETF464287804ETF11,792$111.6 萬0.1%−25,691−68.5%減碼–
BMYBristol Myers Squibb CoStock16,168$116.3 萬0.1%+2,159+15.4%加碼歷史
GWWW.W. Grainger, Inc.Stock2,117$117.8 萬0.1%+60+2.9%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF5,390$118.0 萬0.1%−1,573−22.6%減碼–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL34,612$118.5 萬0.1%+7,994+30.0%加碼–
MAMastercard IncStock3,471$120.7 萬0.1%−5,086−59.4%減碼歷史
NVSTEnvista Holdings CorpCOM36,349$122.4 萬0.1%+36,349新進歷史
BNLBroadstone Net Lease, Inc.COM75,706$122.7 萬0.1%+75,706新進歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF37,257$122.8 萬0.1%−41,451−52.7%減碼–
CENTACentral Garden & Pet CoCL A NON-VTG34,377$123.1 萬0.1%+34,377新進歷史
KFYKorn FerryCOM NEW24,604$124.5 萬0.1%+24,604新進歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP25,823$126.3 萬0.1%+8,493+49.0%加碼–
NOCNorthrop Grumman CorpStock2,318$126.5 萬0.1%+77+3.4%加碼歷史
iShares Tr464288448INTL SEL DIV ETF46,761$127.0 萬0.1%−214,910−82.1%減碼–
iShares Tr464287333GLOBAL FINLS ETF18,312$128.7 萬0.1%+605+3.4%加碼–
Nushares ETF Tr67092P805NUVEEN ESG INTL50,759$131.0 萬0.1%+18,304+56.4%加碼–
SCLStepan CoCOM12,363$131.6 萬0.1%+12,363新進歷史
SFStifel Financial CorpCOM22,679$132.4 萬0.1%+22,679新進歷史
iShares Tr464289859CORE 80 20 ETF22,220$132.8 萬0.1%−1,442−6.1%減碼–
SSDSimpson Manufacturing Co., Inc.COM15,014$133.1 萬0.1%+15,014新進歷史
Vanguard Communication Services ETF92204A884ETF16,195$133.2 萬0.1%+16,195新進–
DLBDolby Laboratories, Inc.COM CL A18,914$133.4 萬0.1%+18,914新進歷史
WisdomTree Tr97717W315EMER MKT HIGH FD37,462$133.5 萬0.1%−162,482−81.3%減碼–
GNTXGentex CorpCOM49,456$134.9 萬0.1%+49,456新進歷史
BOOTBoot Barn Holdings, Inc.COM21,592$135.0 萬0.1%+6,746+45.4%加碼歷史
BRCBrady CorpCL A28,758$135.5 萬0.1%+28,758新進歷史
EMREmerson Electric CoStock14,339$137.7 萬0.1%+2,554+21.7%加碼歷史
WHRWhirlpool CorpStock9,803$138.7 萬0.1%−5,212−34.7%減碼歷史
Invesco Exchange Traded FD T46137V811DORSEY WRGT TECH12,356$140.1 萬0.1%−7,948−39.1%減碼–
Flexshares Tr33939L795STOXX GLOBR INF27,887$140.6 萬0.1%+199+0.7%加碼–
BRK.ABerkshire Hathaway IncCL A3$140.6 萬0.1%00.0%不變歷史
iShares Tr464288372GLB INFRASTR ETF30,683$140.7 萬0.1%+126+0.4%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF13,073$141.5 萬0.1%−9,255−41.5%減碼–
GPIGroup 1 Automotive IncCOM7,845$141.5 萬0.1%+7,845新進歷史
OLNOLIN CorpStock26,731$141.5 萬0.1%+26,731新進歷史
FYBRFrontier Communications Parent, Inc.COM55,798$142.2 萬0.1%+55,798新進歷史
NSITInsight Enterprises IncCOM14,349$143.9 萬0.1%+14,349新進歷史
Global X FDS37954Y673US INFR DEV ETF55,235$146.3 萬0.1%−4,824−8.0%減碼–
First Trust Financials Alphadex Fund33734X135ETF35,821$146.7 萬0.1%+17,684+97.5%加碼–
TSLATesla, Inc.Stock11,987$147.7 萬0.1%−4,188−25.9%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM63,297$148.6 萬0.1%+63,297新進歷史
ATKRAtkore Inc.COM13,130$148.9 萬0.1%+13,130新進歷史
Invesco Exchange Traded FD T46137V878DORSEY WRGT ENRG34,520$149.2 萬0.1%+8,542+32.9%加碼–
ITTItt Inc.COM18,822$152.6 萬0.1%+18,822新進歷史
AAAlcoa CorpStock34,160$155.3 萬0.1%+34,160新進歷史
GOOGAlphabet Inc.Stock17,520$155.5 萬0.1%−1,765−9.2%減碼歷史
DOXAmdocs LtdSHS17,249$156.8 萬0.1%+625+3.8%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF7,482$157.8 萬0.1%+7,482新進–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG20,968$159.6 萬0.1%−8,214−28.1%減碼–
UGIUgi CorpStock43,618$161.7 萬0.1%+43,618新進歷史
WRBBerkley W R CorpCOM22,657$164.4 萬0.1%+17+0.1%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF44,573$164.8 萬0.1%−88,331−66.5%減碼–
iShares Tr464288869MICRO-CAP ETF15,502$167.2 萬0.1%+15,502新進–
HONHoneywell International IncCOM7,817$167.5 萬0.1%+2,400+44.3%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF23,353$167.7 萬0.1%−590−2.5%減碼–
Vanguard Information Technology ETF92204A702ETF5,261$168.0 萬0.1%+2,384+82.9%加碼–
iShares Tr4642874407-10 YR TRSY BD18,276$175.0 萬0.1%−8,020−30.5%減碼–
iShares Tr464287788U.S. FINLS ETF23,387$176.5 萬0.1%−44,139−65.4%減碼–
AGCOAGCO CorpCOM13,030$180.7 萬0.1%+405+3.2%加碼歷史
HUMHumana IncStock3,577$183.2 萬0.1%−23−0.6%減碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF47,247$187.0 萬0.1%+34,902+282.7%加碼–

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%–