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CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

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
SOFISoFi Technologies, Inc.Stock10,000$6.03 萬<0.1%+10,000新進歷史
ACPabrdn Income Credit Strategies FundCOM21,024$14.0 萬<0.1%+21,024新進歷史
VGRVector Group LtdCOM12,103$14.8 萬<0.1%00.0%不變歷史
TCSContainer Store Group, Inc.COM43,363$14.9 萬<0.1%+43,363新進歷史
VRSKVerisk Analytics, Inc.COM1,074$20.6 萬<0.1%+1,074新進歷史
ENTGEntegris IncCOM2,634$20.7 萬<0.1%+2,634新進歷史
GEHCGE HealthCare Technologies Inc.Stock2,566$21.0 萬<0.1%+2,566新進歷史
KEYSKeysight Technologies, Inc.Stock1,304$21.0 萬<0.1%+1,304新進歷史
RMDResmed IncCOM966$21.2 萬<0.1%+966新進歷史
CTVACorteva, Inc.Stock3,486$21.2 萬<0.1%+3,486新進歷史
AMEAmetek IncCOM1,479$21.4 萬<0.1%+1,479新進歷史
CHICalamos Convertible Opportunities & Income FundSH BEN INT20,502$21.5 萬<0.1%00.0%不變歷史
iShares Tr464287812US CONSM STAPLES1,077$21.6 萬<0.1%+1,077新進–
iShares Inc464286392MSCI WORLD ETF1,827$21.6 萬<0.1%−165,826−98.9%減碼–
iShares Tr464288729GLOB INDSTRL ETF1,912$21.9 萬<0.1%+1,912新進–
iShares Tr464287291GLOBAL TECH ETF4,026$21.9 萬<0.1%+4,026新進–
WisdomTree Tr97717W125FUTRE STRAT FD6,595$22.1 萬<0.1%−77,668−92.2%減碼–
ProShares Bitcoin ETF74347G440ETF13,224$22.2 萬<0.1%−8,138−38.1%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF6,916$22.2 萬<0.1%−11,217−61.9%減碼–
iShares Tr46434V274INTL EQTY FACTOR8,346$22.3 萬<0.1%00.0%不變–
GMGeneral Motors CoCOM6,204$22.6 萬<0.1%+6,204新進歷史
CTASCintas CorpStock493$22.7 萬<0.1%+493新進歷史
SPDR Series Trust78464A805ST STR PR SP15004,500$22.8 萬<0.1%−35,254−88.7%減碼–
BLKBlackRock, Inc.COM342$22.8 萬<0.1%−43−11.2%減碼歷史
HLTHilton Worldwide Holdings Inc.COM1,638$22.9 萬<0.1%+1,638新進歷史
ROKRockwell Automation, IncStock793$23.2 萬<0.1%+793新進歷史
GLGlobe Life Inc.COM2,121$23.2 萬<0.1%−52−2.4%減碼歷史
DDominion Energy, IncStock4,183$23.3 萬<0.1%−772−15.6%減碼歷史
CHTRCharter Communications, Inc.CL A655$23.4 萬<0.1%−9,024−93.2%減碼歷史
iShares Tr464287754US INDUSTRIALS2,342$23.5 萬<0.1%−460−16.4%減碼–
KKellanovaStock3,551$23.8 萬<0.1%−456−11.4%減碼歷史
EDConsolidated Edison IncStock2,516$24.0 萬<0.1%+349+16.1%加碼歷史
ROSTRoss Stores, Inc.COM2,249$24.3 萬<0.1%+100+4.7%加碼歷史
ARMKAramarkCOM6,872$24.3 萬<0.1%00.0%不變歷史
Fidelity Covington Trust316092824LOW VOLITY ETF5,098$24.4 萬<0.1%+5,098新進–
PBProsperity Bancshares IncCOM4,034$24.6 萬<0.1%+4,034新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM299$24.6 萬<0.1%+12+4.2%加碼歷史
JCIJohnson Controls International plcStock4,131$24.9 萬<0.1%+110+2.7%加碼歷史
DXCMDexcom IncCOM2,171$25.1 萬<0.1%+2,171新進歷史
PAYXPaychex IncStock2,269$25.4 萬<0.1%+96+4.4%加碼歷史
KHCKraft Heinz CoStock6,545$25.4 萬<0.1%+386+6.3%加碼歷史
EXCExelon CorpStock6,087$25.5 萬<0.1%+6,087新進歷史
NOCNorthrop Grumman CorpStock548$25.6 萬<0.1%−1,770−76.4%減碼歷史
DGDollar General CorpCOM1,218$25.8 萬<0.1%+171+16.3%加碼歷史
SAPSAP SEADR2,040$25.8 萬<0.1%+2,040新進歷史
KLACKLA CorpCOM NEW647$25.8 萬<0.1%+65+11.2%加碼歷史
TTTrane Technologies plcSHS1,431$26.3 萬<0.1%+179+14.3%加碼歷史
BWABorgwarner IncCOM5,404$26.3 萬<0.1%+5,404新進歷史
PAYCPaycom Software, Inc.Stock903$27.0 萬<0.1%+903新進歷史
MCOMoodys CorpStock895$27.3 萬<0.1%+165+22.6%加碼歷史
SNPSSynopsys IncCOM709$27.5 萬<0.1%−49−6.5%減碼歷史
CCICrown Castle Inc.REIT2,092$27.7 萬<0.1%+2,092新進歷史
SPDR Series Trust78464A664ST LON TREAS ETF9,066$28.1 萬<0.1%+9,066新進–
YUMYum Brands IncStock2,112$28.1 萬<0.1%−28,737−93.2%減碼歷史
AAgilent Technologies, Inc.COM2,044$28.2 萬<0.1%−234−10.3%減碼歷史
HESHess CorpStock2,005$28.3 萬<0.1%+337+20.2%加碼歷史
DOWDow Inc.Stock5,157$28.5 萬<0.1%−67,651−92.9%減碼歷史
BNYBank of New York Mellon CorpStock6,400$28.9 萬<0.1%−309−4.6%減碼歷史
DDDuPont de Nemours, Inc.COM4,054$29.1 萬<0.1%+493+13.8%加碼歷史
ANETArista Networks, Inc.COM1,747$29.3 萬<0.1%+1,747新進歷史
PXDPioneer Natural Resources CoCOM1,392$29.3 萬<0.1%+346+33.1%加碼歷史
RSGRepublic Services, Inc.COM2,157$29.3 萬<0.1%−17,022−88.8%減碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY5,747$29.5 萬<0.1%−419−6.8%減碼–
FTNTFortinet, Inc.Stock4,489$29.8 萬<0.1%+4,489新進歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,685$30.6 萬<0.1%−49−0.9%減碼–
ECLEcolab Inc.Stock1,854$30.8 萬<0.1%+342+22.6%加碼歷史
WFCWells Fargo & CompanyStock8,186$30.9 萬<0.1%−2,505−23.4%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,599$31.0 萬<0.1%−2,782−63.5%減碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,614$31.2 萬<0.1%−4,682−50.4%減碼–
APHAmphenol CorpCL A3,845$31.3 萬<0.1%+642+20.0%加碼歷史
Invesco Exchange Traded FD T46137V779BLDG CONSTR ETF6,823$31.3 萬<0.1%−50−0.7%減碼–
MSIMotorola Solutions, Inc.Stock1,132$32.3 萬<0.1%+145+14.7%加碼歷史
NOWServiceNow, Inc.Stock698$32.4 萬<0.1%+698新進歷史
PSXPhillips 66Stock3,186$32.7 萬<0.1%+504+18.8%加碼歷史
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL2,912$33.0 萬<0.1%−60−2.0%減碼–
FASTFastenal CoStock6,231$33.6 萬<0.1%+6,231新進歷史
DHIHorton D R IncCOM3,436$33.7 萬<0.1%−45,598−93.0%減碼歷史
CDNSCadence Design Systems IncStock1,613$34.0 萬<0.1%+1,613新進歷史
ETNEaton Corp plcStock2,001$34.2 萬<0.1%+286+16.7%加碼歷史
HRHealthcare Realty Trust IncCL A COM17,671$34.2 萬<0.1%−1,635−8.5%減碼歷史
Invesco Exchange Traded FD T46137V860DWA FINL MUMT8,602$34.3 萬<0.1%−30.0%減碼–
FCXFreeport-McMoran IncStock8,431$34.7 萬<0.1%−110,324−92.9%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,248$34.8 萬<0.1%+532+31.0%加碼–
MRNAModerna, Inc.Stock2,234$35.2 萬<0.1%+997+80.6%加碼歷史
VLOValero Energy CorpStock2,546$35.3 萬<0.1%+138+5.7%加碼歷史
CMECME Group Inc.COM1,854$35.4 萬<0.1%+151+8.9%加碼歷史
BBYBest Buy Co IncStock4,532$35.5 萬<0.1%−45,081−90.9%減碼歷史
LVSLas Vegas Sands CorpCOM6,081$35.5 萬<0.1%+456+8.1%加碼歷史
MNSTMonster Beverage CorpCOM6,625$35.6 萬<0.1%+1,181+21.7%加碼依 2 比 1 拆股換算歷史
EWEdwards Lifesciences CorpStock4,386$36.1 萬<0.1%+434+11.0%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF1,591$36.2 萬<0.1%−399−20.1%減碼–
OTISOtis Worldwide CorpStock4,315$36.4 萬<0.1%+246+6.0%加碼歷史
AMTAmerican Tower CorpREIT1,807$36.5 萬<0.1%−37−2.0%減碼歷史
AEPAmerican Electric Power Co IncStock4,059$36.9 萬<0.1%+67+1.7%加碼歷史
XELXcel Energy IncStock5,544$37.4 萬<0.1%+903+19.5%加碼歷史
NXPINXP Semiconductors N.V.COM2,053$37.6 萬<0.1%+2,053新進歷史
CMICummins IncStock1,579$37.7 萬<0.1%−6,573−80.6%減碼歷史
ICEIntercontinental Exchange, Inc.Stock3,589$37.7 萬<0.1%−34,288−90.5%減碼歷史
DGXQuest Diagnostics IncCOM2,701$38.5 萬<0.1%−65−2.3%減碼歷史
CARRCarrier Global CorpStock8,442$38.6 萬<0.1%+1,503+21.7%加碼歷史

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%–