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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
SPDR Series Trust78464A805ST STR PR SP150039,754$188.0 萬0.1%+5,835+17.2%加碼–
Nushares ETF Tr67092P870NUVEEN ESG US86,539$188.4 萬0.1%+35,502+69.6%加碼–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE21,967$191.6 萬0.1%−2,951−11.8%減碼–
JPMJPMorgan Chase & CoStock14,678$196.8 萬0.1%+3,239+28.3%加碼歷史
CMICummins IncStock8,152$197.5 萬0.1%+577+7.6%加碼歷史
Schwab US Dividend Equity ETF808524797ETF26,294$198.6 萬0.1%−32−0.1%減碼–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF27,883$203.4 萬0.1%−143−0.5%減碼–
State Street SPDR S&P Homebuilders ETF78464A888ETF33,808$203.9 萬0.1%+33,808新進–
MMSMaximus, Inc.COM29,094$213.3 萬0.1%+22,237+324.3%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF55,404$214.5 萬0.1%+598+1.1%加碼–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX23,682$216.8 萬0.1%+23,682新進–
Vanguard S&P 500 ETF922908363ETF6,304$221.5 萬0.1%+6,304新進–
PEPPepsiCo IncStock12,392$223.9 萬0.1%+742+6.4%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM9,709$224.0 萬0.1%+25+0.3%加碼歷史
NWLNewell Brands Inc.Stock173,892$227.5 萬0.1%+52,028+42.7%加碼歷史
Vanguard Materials ETF92204A801ETF13,531$230.3 萬0.1%−14,331−51.4%減碼–
Invesco Exchange Traded FD T46137V753FOOD & BEVERAGE51,176$233.6 萬0.1%+5,511+12.1%加碼–
FNFFidelity National Financial, Inc.COM SHS62,781$236.2 萬0.1%+2,125+3.5%加碼歷史
AMZNAmazon Com IncStock28,438$238.9 萬0.1%−10,128−26.3%減碼歷史
DISHDISH Network CORPCL A170,186$238.9 萬0.1%+40,840+31.6%加碼歷史
RSGRepublic Services, Inc.COM19,179$247.4 萬0.2%+17,685+1,183.7%加碼歷史
FOXFox CorpCL B COM89,043$253.3 萬0.2%−5,266−5.6%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock15,414$255.1 萬0.2%+1,226+8.6%加碼歷史
FOXAFox CorpCL A COM84,407$256.3 萬0.2%−3,042−3.5%減碼歷史
iShares Tr46432F388MSCI USA VALUE28,504$259.8 萬0.2%+28,504新進–
GDGeneral Dynamics CorpStock10,568$262.2 萬0.2%+801+8.2%加碼歷史
WisdomTree Tr97717W125FUTRE STRAT FD84,263$265.7 萬0.2%−5,770−6.4%減碼–
WYWeyerhaeuser CoCOM NEW86,161$267.1 萬0.2%+17,288+25.1%加碼歷史
KMBKimberly Clark CorpStock19,878$269.8 萬0.2%+15,581+362.6%加碼歷史
SEESealed Air CorpCOM54,440$271.5 萬0.2%+11,606+27.1%加碼歷史
SPDR Series Trust78464A201ST STR SP600GRWO37,590$271.5 萬0.2%−5,302−12.4%減碼–
iShares Tr464287762US HLTHCARE ETF9,594$272.2 萬0.2%−7,890−45.1%減碼–
CVXChevron CorpStock15,277$274.2 萬0.2%+687+4.7%加碼歷史
LMTLockheed Martin CorpStock5,729$278.7 萬0.2%+4,626+419.4%加碼歷史
PNRPENTAIR plcSHS62,019$279.0 萬0.2%+5,316+9.4%加碼歷史
PFEPfizer IncStock54,710$280.3 萬0.2%+10,058+22.5%加碼歷史
iShares Russell 2000 ETF464287655ETF16,257$283.4 萬0.2%+1,511+10.2%加碼–
CTRACoterra Energy Inc.Stock115,872$284.7 萬0.2%+7,702+7.1%加碼歷史
LHLabcorp Holdings Inc.COM NEW12,143$285.9 萬0.2%+2,039+20.2%加碼歷史
AAPAdvance Auto Parts IncCOM19,483$286.5 萬0.2%+4,193+27.4%加碼歷史
INTCIntel CorpStock109,249$288.7 萬0.2%+35,625+48.4%加碼歷史
iShares MSCI Eafe ETF464287465ETF44,948$295.0 萬0.2%−234,026−83.9%減碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF62,113$298.1 萬0.2%−108,019−63.5%減碼–
AMATApplied Materials IncStock31,530$307.0 萬0.2%−1,302−4.0%減碼歷史
WMWaste Management IncStock19,584$307.2 萬0.2%+441+2.3%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF83,303$307.6 萬0.2%−28,111−25.2%減碼–
Vanguard Real Estate ETF922908553ETF37,661$310.6 萬0.2%+32,829+679.4%加碼–
NTAPNetApp, Inc.Stock51,773$310.9 萬0.2%+7,176+16.1%加碼歷史
CVSCVS Health CorpStock33,527$312.4 萬0.2%−1,939−5.5%減碼歷史
WMTWalmart Inc.Stock22,432$318.1 萬0.2%+423+1.9%加碼歷史
JNJJohnson & JohnsonStock18,287$323.0 萬0.2%+583+3.3%加碼歷史
CSXCSX CorpStock104,568$324.0 萬0.2%+26,036+33.2%加碼歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP64,930$326.0 萬0.2%00.0%不變歷史
Schwab International Equity ETF808524805ETF101,518$327.0 萬0.2%+101,518新進–
CHTRCharter Communications, Inc.CL A9,679$328.2 萬0.2%+3,863+66.4%加碼歷史
METAMeta Platforms, Inc.Stock27,638$332.6 萬0.2%+12,090+77.8%加碼歷史
iShares S&P 500 Growth ETF464287309ETF57,410$335.8 萬0.2%−41,086−41.7%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF66,684$337.9 萬0.2%−127,417−65.6%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF13,991$338.4 萬0.2%+5,646+67.7%加碼–
MMM3M CoStock28,228$338.5 萬0.2%+8,386+42.3%加碼歷史
CHEChemed CorpCOM6,709$342.5 萬0.2%+6,709新進歷史
DVNDevon Energy CorpStock56,161$345.4 萬0.2%+4,456+8.6%加碼歷史
KRKroger CoStock77,738$346.6 萬0.2%+9,749+14.3%加碼歷史
MKLMarkel Group Inc.COM2,658$350.2 萬0.2%+2,658新進歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR68,320$351.9 萬0.2%+7,241+11.9%加碼–
Schwab U.S. REIT ETF808524847ETF183,951$354.8 萬0.2%+56,717+44.6%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF79,150$356.0 萬0.2%−118,974−60.1%減碼–
NDAQNasdaq, Inc.COM58,104$356.5 萬0.2%+3,081+5.6%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF124,697$360.2 萬0.2%+124,697新進–
AVGOBroadcom Inc.Stock6,483$362.5 萬0.2%+179+2.8%加碼歷史
AONAon plcCL A12,159$364.9 萬0.2%−152−1.2%減碼歷史
DOWDow Inc.Stock72,808$366.9 萬0.2%+27,145+59.4%加碼歷史
iShares Tr46434V381FUTU EXPO TE ETF77,732$368.0 萬0.2%−16,575−17.6%減碼–
VVisa Inc.Stock17,928$372.5 萬0.2%+4,410+32.6%加碼歷史
UHSUniversal Health Services IncCL B26,633$375.2 萬0.2%+4,098+18.2%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF30,198$375.8 萬0.2%−67,004−68.9%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF41,110$376.0 萬0.2%+38,416+1,426.0%加碼–
USBUS Bancorp DECOM NEW86,380$376.7 萬0.2%+22,597+35.4%加碼歷史
COSTCostco Wholesale CorpStock8,271$377.5 萬0.2%+99+1.2%加碼歷史
XOMExxonMobil Holdings CorpCOM34,265$377.9 萬0.2%+1,496+4.6%加碼歷史
PHParker-Hannifin CorpStock13,224$384.8 萬0.2%+1,883+16.6%加碼歷史
FDXFedEx CorpStock22,337$386.9 萬0.2%+10,653+91.2%加碼歷史
PHMPultegroup IncCOM85,131$387.6 萬0.2%+29,390+52.7%加碼歷史
ICEIntercontinental Exchange, Inc.Stock37,877$388.6 萬0.2%+7,316+23.9%加碼歷史
CLColgate Palmolive CoStock49,357$388.9 萬0.2%+49,357新進歷史
Vanguard World FD921910840MEGA CAP VAL ETF38,257$393.5 萬0.2%+38,257新進–
YUMYum Brands IncStock30,849$395.1 萬0.2%+30,849新進歷史
BBYBest Buy Co IncStock49,613$397.9 萬0.2%−2,981−5.7%減碼歷史
CORCencora, Inc.Stock24,037$398.3 萬0.2%+24,037新進歷史
ADMArcher-Daniels-Midland CoStock42,913$398.5 萬0.2%+4,034+10.4%加碼歷史
LENLennar CorpCL A44,055$398.7 萬0.2%+6,691+17.9%加碼歷史
Vanguard S&P 500 Value ETF921932703ETF28,670$401.6 萬0.2%+804+2.9%加碼–
Schwab Emerging Markets Equity ETF808524706ETF169,948$402.3 萬0.2%+169,948新進–
MSMorgan StanleyStock47,375$402.8 萬0.2%+6,861+16.9%加碼歷史
iShares U.S. Healthcare Providers ETF464288828ETF15,324$410.2 萬0.2%+15,324新進–
MOAltria Group, Inc.Stock90,753$414.8 萬0.3%+14,244+18.6%加碼歷史
State Street SPDR NYSE Technology ETF78464A102ETF43,178$418.3 萬0.3%+43,178新進–
ORCLOracle CorpStock51,182$418.4 萬0.3%+13,544+36.0%加碼歷史
GSGoldman Sachs Group IncStock12,296$422.2 萬0.3%+2,101+20.6%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF32,785$423.5 萬0.3%−27,641−45.7%減碼–

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%–