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CX Institutional

SEC CIK
0001737089
最新申報
2026/7/1

2023 年第 1 季持倉

持倉截至 2023/3/31,2023/5/4 申報。只含多頭部位,變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
475
較 2022 年第 4 季 −25
總值
$18.8 億
較 2022 年第 4 季 +$2.32 億 (+14.1%)
申報日
2023/5/4
SEC
CX Institutional 在 2023 年第 1 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 ETF464287200ETF126,865$5,231 萬2.8%+1,176+0.9%加碼–
SPDR Series Trust78464A672ST INTER ETF1,724,523$4,995 萬2.7%+372,410+27.5%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF157,926$3,326 萬1.8%−17,594−10.0%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF463,918$3,056 萬1.6%+83,758+22.0%加碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL599,473$2,963 萬1.6%+140,460+30.6%加碼–
VanEck ETF Trust92189H201INTRMDT MUNI ETF615,379$2,856 萬1.5%+3,104+0.5%加碼–
SPDR Series Trust78464A144ST STR CORPO ETF975,346$2,855 萬1.5%+578,628+145.9%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF142,011$2,661 萬1.4%−27,828−16.4%減碼–
SPDR Series Trust78464A383ST STR BACKE ETF1,127,036$2,502 萬1.3%+96,840+9.4%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF331,095$2,414 萬1.3%+44,545+15.5%加碼–
AAPLApple Inc.Stock143,442$2,380 萬1.3%+59,742+71.4%加碼歷史
iShares Tr464288414NATIONAL MUN ETF216,959$2,336 萬1.2%+4,390+2.1%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF116,404$2,206 萬1.2%+4,289+3.8%加碼–
Goldman Sachs ETF Tr381430529ACCES TREASURY219,920$2,197 萬1.2%+69,905+46.6%加碼–
American Centy ETF Tr025072505DIVERSIFIED MU426,083$2,142 萬1.1%+8,300+2.0%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF413,814$2,078 萬1.1%+251,479+154.9%加碼–
SPDR Series Trust78468R101ST SHO TREAS ETF703,175$2,053 萬1.1%+578,478+463.9%加碼–
MSFTMicrosoft CorpStock69,087$1,986 萬1.1%+20,879+43.3%加碼歷史
iShares S&P 500 Value ETF464287408ETF126,395$1,919 萬1.0%+30,190+31.4%加碼–
SPDR Series Trust78468R721STATE STREET SPD386,365$1,808 萬1.0%+2,293+0.6%加碼–
Vanguard Total International Bond ETF92203J407ETF367,191$1,797 萬1.0%−162,438−30.7%減碼–
IAUiShares Gold TrustETF475,930$1,788 萬1.0%+466,052+4,718.1%加碼歷史
iShares Tr46428743220 YR TR BD ETF167,624$1,785 萬1.0%+167,624新進–
Vanguard Short-Term Bond ETF921937827ETF222,826$1,705 萬0.9%+34,095+18.1%加碼–
New York Life Investments Et45409B107HEDGE MULTI STRA581,990$1,702 萬0.9%+558,326+2,359.4%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF110,020$1,659 萬0.9%+79,822+264.3%加碼–
Vanguard Energy ETF92204A306ETF134,307$1,586 萬0.8%+126,865+1,704.7%加碼–
iShares Inc46434G822MSCI JAPAN ETF244,342$1,439 萬0.8%+103,942+74.0%加碼–
iShares Inc464286814MSCI NETHERL ETF308,692$1,307 萬0.7%+308,692新進–
GOOGLAlphabet Inc.Stock125,357$1,306 萬0.7%+75,228+150.1%加碼歷史
iShares Inc464286749MSCI SWITZERLAND287,477$1,306 萬0.7%+287,477新進–
iShares Core S&P Small Cap ETF464287804ETF128,246$1,241 萬0.7%+116,454+987.6%加碼–
SPDR Series Trust78464A284ST NUVE HIGH ETF496,495$1,240 萬0.7%+11,125+2.3%加碼依 2 比 1 拆股換算–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF133,769$1,225 萬0.7%+92,659+225.4%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF91,583$1,196 萬0.6%+13,335+17.0%加碼–
Amplify Blockchain Technology ETF032108607ETF611,723$1,186 萬0.6%+597,651+4,247.1%加碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF270,090$1,150 萬0.6%+214,686+387.5%加碼–
SPYSPDR S&P 500 ETF TrustETF27,814$1,140 萬0.6%+2,816+11.3%加碼歷史
PGProcter & Gamble CoStock72,914$1,088 萬0.6%+39,171+116.1%加碼歷史
iShares Russell 1000 Value ETF464287598ETF70,811$1,083 萬0.6%+13,969+24.6%加碼–
State Street SPDR S&P Regional Banking ETF78464A698ETF248,506$1,079 萬0.6%+239,750+2,738.1%加碼–
LLYEli Lilly & CoStock30,277$1,055 萬0.6%+14,029+86.3%加碼歷史
UNHUnitedHealth Group IncStock21,064$1,029 萬0.5%+9,467+81.6%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV82,509$1,021 萬0.5%−15,576−15.9%減碼–
VVisa Inc.Stock44,765$1,020 萬0.5%+26,837+149.7%加碼歷史
iShares Inc464286509MSCI CDA ETF292,924$1,019 萬0.5%+115,921+65.5%加碼–
iShares Inc464286707MSCI FRANCE ETF265,755$1,016 萬0.5%+15,279+6.1%加碼–
iShares Tr46435G334MSCI UK ETF NEW310,210$1,015 萬0.5%+82,281+36.1%加碼–
AMZNAmazon Com IncStock98,760$1,014 萬0.5%+70,322+247.3%加碼歷史
iShares Inc464286764MSCI SPAIN ETF362,894$1,013 萬0.5%+22,541+6.6%加碼–
iShares Inc464286756MSCI SWEDEN ETF283,919$1,008 萬0.5%+283,919新進–
iShares Tr46434V423MSCI SAUDI ARBIA253,557$1,004 萬0.5%+253,557新進–
iShares Inc464286632MSCI ISRAEL ETF183,199$1,003 萬0.5%+90,184+97.0%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF105,167$939.1 萬0.5%−225,949−68.2%減碼–
iShares Tr464288448INTL SEL DIV ETF336,865$933.4 萬0.5%+290,104+620.4%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF228,355$930.2 萬0.5%+25,378+12.5%加碼–
Vanguard Morningstar Growth ETF922908736ETF37,188$926.9 萬0.5%+10,006+36.8%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF68,682$919.8 萬0.5%+24,621+55.9%加碼–
iShares Tr464288513IBOXX HI YD ETF120,187$905.3 萬0.5%−97,939−44.9%減碼–
SPDR Index Shs FDS78463X434ST STR MSCI EAFE127,776$891.8 萬0.5%−209,191−62.1%減碼–
VanEck ETF Trust92189F536LONG MUNI ETF481,586$865.6 萬0.5%+89,447+22.8%加碼–
WisdomTree Tr97717W505US MIDCAP DIVID204,696$839.0 萬0.4%−3,065−1.5%減碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF56,415$837.1 萬0.4%+23,630+72.1%加碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF110,380$828.0 萬0.4%−28,680−20.6%減碼–
UPSUnited Parcel Service IncStock40,055$776.2 萬0.4%+36,557+1,045.1%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF114,902$773.0 萬0.4%−366,062−76.1%減碼–
WisdomTree Tr97717W315EMER MKT HIGH FD196,757$749.5 萬0.4%+159,295+425.2%加碼–
iShares Russell 1000 Growth ETF464287614ETF29,744$727.6 萬0.4%−62,085−67.6%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF111,583$727.5 萬0.4%+97,502+692.4%加碼–
SPDR Series Trust78468R739ST NUVE TERM ETF153,050$727.4 萬0.4%−37,055−19.5%減碼–
Vanguard World FD921910816MEGA GRWTH IND34,798$711.4 萬0.4%−75,982−68.6%減碼–
GLWCorning IncCOM202,183$708.3 萬0.4%+202,183新進歷史
ABBVAbbVie Inc.Stock44,026$704.9 萬0.4%+4,975+12.7%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF34,118$698.1 萬0.4%−3,012−8.1%減碼–
BMYBristol Myers Squibb CoStock98,465$685.4 萬0.4%+82,297+509.0%加碼歷史
BRK.BBerkshire Hathaway IncStock22,067$683.8 萬0.4%+1,000+4.7%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF117,078$681.0 萬0.4%+54,965+88.5%加碼–
AMGNAmgen IncStock27,021$659.0 萬0.4%+4,486+19.9%加碼歷史
KRKroger CoStock128,277$638.9 萬0.3%+50,539+65.0%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF32,377$629.9 萬0.3%−3,992−11.0%減碼–
WisdomTree Tr97717W307US LARGECAP DIVD100,726$627.6 萬0.3%−26,625−20.9%減碼–
TSLATesla, Inc.Stock31,277$610.6 萬0.3%+19,290+160.9%加碼歷史
TGTTarget CorpStock35,861$595.2 萬0.3%+35,861新進歷史
Global X FDS37954Y624AUTONMOUS EV ETF250,186$593.2 萬0.3%+236,637+1,746.5%加碼–
ABTAbbott LaboratoriesStock57,303$581.7 萬0.3%+8,445+17.3%加碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF91,798$581.6 萬0.3%+88,327+2,544.7%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF85,903$578.3 萬0.3%−64,567−42.9%減碼–
IBMInternational Business Machines CorpStock43,660$575.4 萬0.3%+37,865+653.4%加碼歷史
EAElectronic Arts Inc.COM47,410$574.0 萬0.3%+47,410新進歷史
CORCencora, Inc.Stock35,395$571.9 萬0.3%+11,358+47.3%加碼歷史
WYWeyerhaeuser CoCOM NEW189,113$567.9 萬0.3%+102,952+119.5%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF152,724$566.6 萬0.3%+69,421+83.3%加碼–
CSXCSX CorpStock187,951$561.6 萬0.3%+83,383+79.7%加碼歷史
CSCOCisco Systems, Inc.Stock106,437$556.7 萬0.3%+87,594+464.9%加碼歷史
LRCXLam Research CorpCOM10,476$548.4 萬0.3%+10,476新進歷史
CICigna GroupStock21,008$546.5 萬0.3%+7,252+52.7%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM26,142$545.3 萬0.3%+16,433+169.3%加碼歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF173,194$541.0 萬0.3%00.0%不變–
iShares Tr46434V803HDG MSCI EAFE179,091$529.1 萬0.3%−339,834−65.5%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF33,103$525.8 萬0.3%+1,907+6.1%加碼–

2022 年第 4 季之後清倉(134 檔)

2022 年第 4 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 134 檔。

CX Institutional 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
ProShares Tr74347B607INVT INT RT HG254,671$1,811 萬1.1%–
SPDR Series Trust78468R804ST STR R1K LOWV94,731$1,285 萬0.8%–
iShares Select Dividend ETF464287168ETF94,040$1,134 萬0.7%–
SPDR Series Trust78464A607ST STR DOW REIT112,663$981.9 萬0.6%–
iShares Inc46434G830MSCI ITALY ETF310,299$835.9 萬0.5%–
iShares Inc464286103MSCI AUST ETF342,550$761.5 萬0.5%–
Goldman Sachs ETF Tr381430545HEDGE IND ETF99,135$688.1 萬0.4%–
iShares Inc464286319EM MKTS DIV ETF245,482$592.1 萬0.4%–
SLViShares Silver TrustETF239,570$527.5 萬0.3%歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100209,239$500.3 萬0.3%–
iShares Tr464288760US AER DEF ETF43,764$489.5 萬0.3%–
iShares Tr464287739U.S. REAL ES ETF57,408$483.3 萬0.3%–
Vanguard Whitehall FDS921946810INTL DVD ETF67,629$470.9 萬0.3%–
SPDR Series Trust78464A789ST STR SP INS112,486$460.6 萬0.3%–
SCHWSchwab Charles CorpStock55,191$459.5 萬0.3%歷史
Vanguard S&P 500 Value ETF921932703ETF28,670$401.6 萬0.2%–
UHSUniversal Health Services IncCL B26,633$375.2 萬0.2%歷史
NDAQNasdaq, Inc.COM58,104$356.5 萬0.2%歷史
Schwab U.S. REIT ETF808524847ETF183,951$354.8 萬0.2%–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR68,320$351.9 萬0.2%–
MKLMarkel Group Inc.COM2,658$350.2 萬0.2%歷史
DVNDevon Energy CorpStock56,161$345.4 萬0.2%歷史
CHEChemed CorpCOM6,709$342.5 萬0.2%歷史
CVSCVS Health CorpStock33,527$312.4 萬0.2%歷史
Vanguard Real Estate ETF922908553ETF37,661$310.6 萬0.2%–
CTRACoterra Energy Inc.Stock115,872$284.7 萬0.2%歷史
PNRPENTAIR plcSHS62,019$279.0 萬0.2%歷史
iShares Tr464287762US HLTHCARE ETF9,594$272.2 萬0.2%–
SPDR Series Trust78464A201ST STR SP600GRWO37,590$271.5 萬0.2%–
iShares Tr46432F388MSCI USA VALUE28,504$259.8 萬0.2%–
FOXFox CorpCL B COM89,043$253.3 萬0.2%歷史
DISHDISH Network CORPCL A170,186$238.9 萬0.1%歷史
NWLNewell Brands Inc.Stock173,892$227.5 萬0.1%歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX23,682$216.8 萬0.1%–
MMSMaximus, Inc.COM29,094$213.3 萬0.1%歷史
Schwab US Dividend Equity ETF808524797ETF26,294$198.6 萬0.1%–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE21,967$191.6 萬0.1%–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF47,247$187.0 萬0.1%–
WRBBerkley W R CorpCOM22,657$164.4 萬0.1%歷史
UGIUgi CorpStock43,618$161.7 萬0.1%歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG20,968$159.6 萬0.1%–
DOXAmdocs LtdSHS17,249$156.8 萬0.1%歷史
AAAlcoa CorpStock34,160$155.3 萬0.1%歷史
ITTItt Inc.COM18,822$152.6 萬0.1%歷史
Invesco Exchange Traded FD T46137V878DORSEY WRGT ENRG34,520$149.2 萬0.1%–
ATKRAtkore Inc.COM13,130$148.9 萬0.1%歷史
EPRTEssential Properties Realty Trust, Inc.COM63,297$148.6 萬0.1%歷史
First Trust Financials Alphadex Fund33734X135ETF35,821$146.7 萬0.1%–
FYBRFrontier Communications Parent, Inc.COM55,798$142.2 萬0.1%歷史
OLNOLIN CorpStock26,731$141.5 萬0.1%歷史
GPIGroup 1 Automotive IncCOM7,845$141.5 萬0.1%歷史
Vanguard High Dividend Yield Index ETF921946406ETF13,073$141.5 萬0.1%–
WHRWhirlpool CorpStock9,803$138.7 萬0.1%歷史
BRCBrady CorpCL A28,758$135.5 萬0.1%歷史
BOOTBoot Barn Holdings, Inc.COM21,592$135.0 萬0.1%歷史
GNTXGentex CorpCOM49,456$134.9 萬0.1%歷史
DLBDolby Laboratories, Inc.COM CL A18,914$133.4 萬0.1%歷史
Vanguard Communication Services ETF92204A884ETF16,195$133.2 萬0.1%–
SSDSimpson Manufacturing Co., Inc.COM15,014$133.1 萬0.1%歷史
SFStifel Financial CorpCOM22,679$132.4 萬0.1%歷史
SCLStepan CoCOM12,363$131.6 萬0.1%歷史
iShares Tr464287333GLOBAL FINLS ETF18,312$128.7 萬0.1%–
KFYKorn FerryCOM NEW24,604$124.5 萬0.1%歷史
CENTACentral Garden & Pet CoCL A NON-VTG34,377$123.1 萬0.1%歷史
BNLBroadstone Net Lease, Inc.COM75,706$122.7 萬0.1%歷史
NVSTEnvista Holdings CorpCOM36,349$122.4 萬0.1%歷史
CLFCleveland-Cliffs Inc.COM68,592$110.5 萬0.1%歷史
RRXRegal Rexnord CorpCOM8,987$107.8 萬0.1%歷史
DIODDiodes IncCOM14,050$107.0 萬0.1%歷史
BLDRBuilders FirstSource, Inc.Stock16,384$106.3 萬0.1%歷史
SNXTD Synnex CorpCOM11,151$105.6 萬0.1%歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF18,072$103.0 萬0.1%–
BCBrunswick CorpCOM14,262$102.8 萬0.1%歷史
Global X FDS37954Y418THMATC GWT ETF45,139$102.7 萬0.1%–
TROXTronox Holdings plcSHS74,696$102.4 萬0.1%歷史
EVTCEVERTEC, Inc.COM31,307$101.4 萬0.1%歷史
SPDR Series Trust78468R549SP O&G EQP SERV12,616$100.6 萬0.1%–
MKSIMKS IncCOM11,746$99.5 萬0.1%歷史
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN16,620$93.8 萬0.1%–
BCPCBalchem CorpCOM7,655$93.5 萬0.1%歷史
iShares Tr46435U135CYBERSECURITY28,267$93.3 萬0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF10,907$91.2 萬0.1%–
WDWalker & Dunlop, Inc.COM11,359$89.1 萬0.1%歷史
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US15,356$89.0 萬0.1%–
PLTKPlaytika Holding Corp.COM100,951$85.9 萬0.1%歷史
SPDR Index Shs FDS78463X152ST STR SP N AM15,774$85.5 萬0.1%–
VanEck ETF Trust92189F700AGRIBUSINESS ETF8,852$76.0 萬<0.1%–
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE15,554$74.9 萬<0.1%–
DKSDick's Sporting Goods, Inc.Stock6,169$74.2 萬<0.1%歷史
CAGConagra Brands Inc.Stock18,702$72.4 萬<0.1%歷史
First Tr Exchange-Traded FD33733B100WTR ETF9,090$72.1 萬<0.1%–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL10,971$70.1 萬<0.1%–
ProShares Tr74348A467S&P 500 DV ARIST7,475$67.3 萬<0.1%–
SPDR Series Trust78468R556SP O&G EXPL PRO4,914$66.8 萬<0.1%–
iShares Tr464288174GL TIMB FORE ETF9,122$66.4 萬<0.1%–
PIMCO ETF Tr72201R866INTER MUN BD ACT12,857$66.1 萬<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF25,766$64.8 萬<0.1%–
BAHBooz Allen Hamilton Holding CorpCL A5,854$61.2 萬<0.1%歷史
BAXBaxter International IncStock10,972$55.9 萬<0.1%歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD11,263$55.7 萬<0.1%–