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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
BPBP PLCADR9,739$38.7 萬<0.1%+855+9.6%加碼歷史
CBChubb LtdStock1,977$38.8 萬<0.1%−628−24.1%減碼歷史
ALLAllstate CorpStock3,439$39.3 萬<0.1%+1,273+58.8%加碼歷史
GISGeneral Mills IncStock4,582$39.3 萬<0.1%+436+10.5%加碼歷史
AZOAutoZone IncCOM158$39.5 萬<0.1%−14−8.1%減碼歷史
BACBank of America CorpStock13,844$39.6 萬<0.1%−3,825−21.6%減碼歷史
FISVFiserv IncStock3,533$39.9 萬<0.1%+368+11.6%加碼歷史
PMPhilip Morris International Inc.Stock4,079$39.9 萬<0.1%−1,766−30.2%減碼歷史
AJGArthur J. Gallagher & Co.COM2,083$40.2 萬<0.1%+158+8.2%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,583$40.2 萬<0.1%−80−4.8%減碼歷史
SPGIS&P Global Inc.Stock1,212$42.0 萬<0.1%+121+11.1%加碼歷史
SLBSLB LimitedStock8,187$42.3 萬<0.1%−369−4.3%減碼歷史
Vanguard S&P 500 Growth ETF921932505ETF1,849$42.6 萬<0.1%−5,633−75.3%減碼–
FFord Motor CoStock33,648$42.6 萬<0.1%+20,038+147.2%加碼歷史
LOWLowes Companies IncStock2,120$43.1 萬<0.1%−510−19.4%減碼歷史
GPCGenuine Parts CoStock2,621$44.1 萬<0.1%−92−3.4%減碼歷史
ATVIActivision Blizzard, Inc.COM5,175$44.2 萬<0.1%−6,104−54.1%減碼歷史
DUKDuke Energy CORPStock4,640$44.2 萬<0.1%+125+2.8%加碼歷史
ATECAlphatec Holdings, Inc.COM NEW28,080$44.4 萬<0.1%+28,080新進歷史
CLXClorox CoStock2,877$45.1 萬<0.1%+769+36.5%加碼歷史
iShares Tr464289875CORE 40 MODE ETF11,645$46.6 萬<0.1%−550−4.5%減碼–
BSXBoston Scientific CorpStock9,362$46.6 萬<0.1%+1,287+15.9%加碼歷史
PLDPrologis, Inc.REIT3,761$46.6 萬<0.1%+564+17.6%加碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN17,632$47.4 萬<0.1%+616+3.6%加碼–
CLColgate Palmolive CoStock6,309$47.5 萬<0.1%−43,048−87.2%減碼歷史
HCAHCA Healthcare, Inc.COM1,817$48.0 萬<0.1%+178+10.9%加碼歷史
SOSouthern CoStock6,963$48.1 萬<0.1%+821+13.4%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF5,246$48.4 萬<0.1%00.0%不變–
AMATApplied Materials IncStock4,214$51.6 萬<0.1%−27,316−86.6%減碼歷史
Vanguard Materials ETF92204A801ETF2,938$52.4 萬<0.1%−10,593−78.3%減碼–
ELEstee Lauder Companies IncCL A2,156$53.2 萬<0.1%+352+19.5%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF5,386$53.7 萬<0.1%+1,819+51.0%加碼–
MOAltria Group, Inc.Stock12,077$54.3 萬<0.1%−78,676−86.7%減碼歷史
VRTXVertex Pharmaceuticals IncStock1,721$54.4 萬<0.1%+425+32.8%加碼歷史
TJXTJX Companies IncStock6,952$54.7 萬<0.1%+507+7.9%加碼歷史
MDTMedtronic plcStock6,966$55.7 萬<0.1%+312+4.7%加碼歷史
OXYOccidental Petroleum CorpStock8,633$56.0 萬<0.1%+1,259+17.1%加碼歷史
FDXFedEx CorpStock2,453$56.1 萬<0.1%−19,884−89.0%減碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF12,914$56.4 萬<0.1%+12,914新進–
ITWIllinois Tool Works IncStock2,417$59.0 萬<0.1%+325+15.5%加碼歷史
iShares Tr4642874571 3 YR TREAS BD7,354$60.4 萬<0.1%−79,462−91.5%減碼–
STTState Street CorpCOM8,076$61.0 萬<0.1%+79+1.0%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF8,703$62.4 萬<0.1%+3,181+57.6%加碼–
APDAir Products & Chemicals, Inc.Stock2,180$62.9 萬<0.1%+104+5.0%加碼歷史
CRLCharles River Laboratories International, Inc.COM3,157$63.2 萬<0.1%+11+0.3%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD46,672$66.4 萬<0.1%+31,667+211.0%加碼–
GEGeneral Electric CoStock6,943$67.0 萬<0.1%+1,945+38.9%加碼歷史
CATCaterpillar IncStock2,944$67.6 萬<0.1%+108+3.8%加碼歷史
DOVDOVER CorpCOM4,511$67.9 萬<0.1%+20.0%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP17,837$68.0 萬<0.1%+1,195+7.2%加碼–
DEDeere & CoStock1,642$68.0 萬<0.1%+88+5.7%加碼歷史
Fidelity MSCI Health Care Index ETF316092600ETF11,035$68.1 萬<0.1%+6,515+144.1%加碼–
TMOThermo Fisher Scientific Inc.Stock1,197$68.5 萬<0.1%+140+13.2%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF26,901$68.8 萬<0.1%+4,267+18.9%加碼–
GBCIGlacier Bancorp, Inc.COM16,530$69.4 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN17,480$70.6 萬<0.1%−4,784−21.5%減碼–
MPCMarathon Petroleum CorpStock5,327$72.2 萬<0.1%+1,613+43.4%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF19,302$72.9 萬<0.1%−25,271−56.7%減碼–
iShares U.S. Healthcare Providers ETF464288828ETF2,963$75.0 萬<0.1%−12,361−80.7%減碼–
DISWalt Disney CoStock7,615$76.1 萬<0.1%+4,886+179.0%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF18,885$76.6 萬<0.1%+4,033+27.2%加碼–
NKENIKE, Inc.Stock6,312$77.0 萬<0.1%+1,696+36.7%加碼歷史
ACNAccenture plcStock2,704$77.3 萬<0.1%+937+53.0%加碼歷史
INTCIntel CorpStock23,616$77.5 萬<0.1%−85,633−78.4%減碼歷史
Vanguard Health Care ETF92204A504ETF3,250$77.7 萬<0.1%+1,040+47.1%加碼–
TMUST-Mobile US, Inc.Stock5,327$77.9 萬<0.1%+1,397+35.5%加碼歷史
STLDSteel Dynamics IncCOM6,884$77.9 萬<0.1%+6,884新進歷史
iShares Tr464288562RESIDENTIAL MULT11,133$78.3 萬<0.1%+11,133新進–
CMCSAComcast CorpStock21,010$79.8 萬<0.1%−109,943−84.0%減碼歷史
SPDR Series Trust78464A722ST STR SP PHARMA19,500$80.5 萬<0.1%+19,500新進–
iShares Tr46435G243ESG AWRE 1 5 YR33,445$80.6 萬<0.1%+237+0.7%加碼–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP22,833$80.8 萬<0.1%+643+2.9%加碼–
SHWSherwin Williams CoCOM3,625$82.1 萬<0.1%+228+6.7%加碼歷史
Fidelity Covington Trust316092204MSCI CONSM DIS12,643$82.4 萬<0.1%+12,643新進–
iShares Tr46435G342MORTGE REL ETF38,184$82.7 萬<0.1%+38,184新進–
State Street SPDR S&P Homebuilders ETF78464A888ETF12,373$83.9 萬<0.1%−21,435−63.4%減碼–
KMBKimberly Clark CorpStock6,228$84.1 萬<0.1%−13,650−68.7%減碼歷史
iShares Tr464287556ISHARES BIOTECH6,493$84.3 萬<0.1%−28,114−81.2%減碼–
AMDAdvanced Micro Devices IncStock8,701$84.3 萬<0.1%+4,836+125.1%加碼歷史
SPDR Series Trust78464A714ST STR SP RETAIL13,457$85.8 萬<0.1%+13,457新進–
PGRProgressive CorpStock5,966$86.3 萬<0.1%+764+14.7%加碼歷史
iShares Russell Midcap ETF464287499ETF12,395$86.7 萬<0.1%+12,395新進–
NFLXNetflix IncStock2,501$86.8 萬<0.1%+193+8.4%加碼歷史
INTUIntuit Inc.Stock1,966$86.9 萬<0.1%+229+13.2%加碼歷史
RVTYRevvity, Inc.COM6,614$86.9 萬<0.1%−101−1.5%減碼歷史
LINLinde PLCStock2,442$87.2 萬<0.1%+107+4.6%加碼歷史
iShares Tr464288752US HOME CONS ETF12,432$87.4 萬<0.1%−2,651−17.6%減碼–
ADPAutomatic Data Processing IncStock4,097$89.1 萬<0.1%−23−0.6%減碼歷史
EFXEquifax IncCOM4,424$89.5 萬<0.1%+160+3.8%加碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL13,706$91.6 萬<0.1%+13,706新進–
ADIAnalog Devices IncStock4,667$91.7 萬<0.1%+363+8.4%加碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF27,073$92.7 萬<0.1%−10,184−27.3%減碼–
Fidelity Covington Trust316092303CONSMR STAPLES20,591$93.3 萬<0.1%+20,591新進–
TXNTexas Instruments IncStock5,107$94.2 萬0.1%+582+12.9%加碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL32,871$94.2 萬0.1%+1,284+4.1%加碼–
State Street SPDR S&P Biotech ETF78464A870ETF12,350$95.2 萬0.1%00.0%不變–
SBUXStarbucks CorpStock9,127$95.5 萬0.1%+2,302+33.7%加碼歷史
NVSNovartis AGADR10,348$95.7 萬0.1%+146+1.4%加碼歷史
COPConocoPhillipsStock9,236$97.1 萬0.1%−29,826−76.4%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF20,164$98.7 萬0.1%−308−1.5%減碼–

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%–