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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
CPRTCopart IncCOM13,214$99.7 萬0.1%+557+4.4%加碼歷史
ADBEAdobe Inc.Stock2,650$101.1 萬0.1%+520+24.4%加碼歷史
CRMSalesforce, Inc.Stock5,168$102.0 萬0.1%+3,013+139.8%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF21,452$103.3 萬0.1%−57,698−72.9%減碼–
Schwab U.S. Small-Cap ETF808524607ETF24,694$103.5 萬0.1%+24,694新進–
SYKStryker CorpStock3,641$104.5 萬0.1%+1,022+39.0%加碼歷史
EOGEOG Resources IncStock8,677$104.7 萬0.1%+5,762+197.7%加碼歷史
BROBrown & Brown, Inc.Stock18,282$105.4 萬0.1%−695−3.7%減碼歷史
NUENucor CorpCOM7,027$108.5 萬0.1%+3,450+96.4%加碼歷史
RTXRTX CorpStock10,881$108.8 萬0.1%+867+8.7%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF13,941$112.2 萬0.1%+13,941新進–
NEENextera Energy IncStock14,605$112.2 萬0.1%+4,487+44.3%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF2,472$113.3 萬0.1%00.0%不變歷史
OKEONEOK IncCOM18,116$117.8 萬0.1%+18,116新進歷史
EMREmerson Electric CoStock13,882$121.1 萬0.1%−457−3.2%減碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL35,669$121.8 萬0.1%+1,057+3.1%加碼–
Invesco QQQ Trust Series I46090E103ETF3,964$127.1 萬0.1%+915+30.0%加碼–
Vanguard S&P 500 ETF922908363ETF3,483$131.5 萬0.1%−2,821−44.7%減碼–
ORCLOracle CorpStock14,244$133.4 萬0.1%−36,938−72.2%減碼歷史
State Street SPDR NYSE Technology ETF78464A102ETF11,277$135.8 萬0.1%−31,901−73.9%減碼–
FITBFifth Third BancorpCOM51,646$136.4 萬0.1%+51,646新進歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW37,252$138.8 萬0.1%−167,675−81.8%減碼–
iShares Tr464289859CORE 80 20 ETF21,736$138.9 萬0.1%−484−2.2%減碼–
WTFCWintrust Financial CorpCOM19,264$138.9 萬0.1%+19,264新進歷史
FNFFidelity National Financial, Inc.COM SHS40,092$139.1 萬0.1%−22,689−36.1%減碼歷史
BABoeing CoStock6,498$139.5 萬0.1%+3,147+93.9%加碼歷史
BRK.ABerkshire Hathaway IncCL A3$140.5 萬0.1%00.0%不變歷史
GWWW.W. Grainger, Inc.Stock2,060$140.8 萬0.1%−57−2.7%減碼歷史
Vanguard Information Technology ETF92204A702ETF3,746$144.2 萬0.1%−1,515−28.8%減碼–
HONHoneywell International IncCOM7,594$145.7 萬0.1%−223−2.9%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK8,553$147.8 萬0.1%+8,553新進歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP26,615$148.2 萬0.1%+792+3.1%加碼–
Nushares ETF Tr67092P805NUVEEN ESG INTL54,110$152.8 萬0.1%+3,351+6.6%加碼–
Fidelity Covington Trust316092709MSCI INDL INDX29,130$154.3 萬0.1%+29,130新進–
AGCOAGCO CorpCOM11,638$155.3 萬0.1%−1,392−10.7%減碼歷史
Invesco Exchange Traded FD T46137V811DORSEY WRGT TECH12,307$160.8 萬0.1%−49−0.4%減碼–
PKGPackaging Corp of AmericaStock11,517$161.5 萬0.1%+9,226+402.7%加碼歷史
iShares Tr464288869MICRO-CAP ETF15,491$161.9 萬0.1%−11−0.1%減碼–
EXPOExponent IncCOM16,426$163.2 萬0.1%+16,426新進歷史
VMCVulcan Materials COCOM9,512$164.3 萬0.1%+9,512新進歷史
SCIService Corp InternationalCOM23,807$164.5 萬0.1%+23,807新進歷史
BKNGBooking Holdings Inc.Stock618$164.7 萬0.1%+618新進歷史
JJacobs Solutions Inc.COM14,149$166.4 萬0.1%+14,149新進歷史
TTCToro CoCOM15,157$166.6 萬0.1%+15,157新進歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF51,945$167.2 萬0.1%−254,883−83.1%減碼–
DRIDarden Restaurants IncCOM10,905$167.9 萬0.1%+10,905新進歷史
ROPRoper Technologies IncStock3,834$169.0 萬0.1%+3,834新進歷史
MROMarathon Oil CorpCOM65,062$169.3 萬0.1%+65,062新進歷史
NSITInsight Enterprises IncCOM11,929$171.0 萬0.1%−2,420−16.9%減碼歷史
SLGNSilgan Holdings IncCOM32,964$176.5 萬0.1%+20,489+164.2%加碼歷史
Invesco Exchange Traded FD T46137V753FOOD & BEVERAGE38,463$178.5 萬0.1%−12,713−24.8%減碼–
LHXL3HARRIS Technologies, Inc.Stock9,087$180.5 萬0.1%+8,097+817.9%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF23,353$182.1 萬0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF24,094$187.0 萬0.1%−3,789−13.6%減碼–
CBOECboe Global Markets, Inc.COM14,060$189.1 萬0.1%+14,060新進歷史
UNPUnion Pacific CorpStock9,527$190.2 萬0.1%+5,484+135.6%加碼歷史
NVDANVIDIA CorpStock6,872$191.8 萬0.1%−22,422−76.5%減碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US86,842$194.3 萬0.1%+303+0.4%加碼–
iShares Tr4642874407-10 YR TRSY BD20,084$199.6 萬0.1%+1,808+9.9%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF44,619$203.2 萬0.1%−71,481−61.6%減碼–
MRKMerck & Co., Inc.Stock18,990$205.5 萬0.1%−36,618−65.9%減碼歷史
DHRDanaher CorpStock8,414$210.7 萬0.1%+5,644+203.8%加碼歷史
HSYHershey CoCOM8,396$215.6 萬0.1%+7,186+593.9%加碼歷史
Vanguard Financials ETF92204A405ETF27,930$217.3 萬0.1%+27,930新進–
State Street Energy Select Sector SPDR ETF81369Y506ETF25,566$217.5 萬0.1%−101,647−79.9%減碼–
ZTSZoetis Inc.Stock13,038$218.4 萬0.1%+10,240+366.0%加碼歷史
iShares Tr46434V381FUTU EXPO TE ETF41,988$220.4 萬0.1%−35,744−46.0%減碼–
LYBLyondellBasell Industries N.V.SHS - A -23,368$222.4 萬0.1%+23,368新進歷史
PFEPfizer IncStock54,510$225.1 萬0.1%−200−0.4%減碼歷史
METAMeta Platforms, Inc.Stock10,596$225.4 萬0.1%−17,042−61.7%減碼歷史
MCDMcDonalds CorpStock8,011$225.7 萬0.1%−12,807−61.5%減碼歷史
Vanguard Industrials ETF92204A603ETF12,010$229.3 萬0.1%+12,010新進–
JPMJPMorgan Chase & CoStock18,072$235.3 萬0.1%+3,394+23.1%加碼歷史
GDGeneral Dynamics CorpStock10,376$240.8 萬0.1%−192−1.8%減碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF23,793$242.3 萬0.1%−14,464−37.8%減碼–
LMTLockheed Martin CorpStock5,083$246.4 萬0.1%−646−11.3%減碼歷史
HDHome Depot, Inc.Stock8,319$247.4 萬0.1%−10,532−55.9%減碼歷史
Fidelity Covington Trust316092857MSCI RL EST ETF101,817$252.5 萬0.1%+101,817新進–
MDLZMondelez International, Inc.Stock36,193$254.0 萬0.1%+24,374+206.2%加碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF31,515$255.2 萬0.1%−103,186−76.6%減碼–
Vanguard Morningstar Value ETF922908744ETF18,588$257.0 萬0.1%+18,588新進–
CVXChevron CorpStock15,210$257.6 萬0.1%−67−0.4%減碼歷史
KOCoca Cola CoStock41,940$261.4 萬0.1%−49,276−54.0%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock15,797$265.2 萬0.1%+383+2.5%加碼歷史
PEPPepsiCo IncStock14,949$272.8 萬0.1%+2,557+20.6%加碼歷史
GOOGAlphabet Inc.Stock27,172$284.4 萬0.2%+9,652+55.1%加碼歷史
MAMastercard IncStock8,081$295.8 萬0.2%+4,610+132.8%加碼歷史
iShares Russell 2000 ETF464287655ETF16,615$296.4 萬0.2%+358+2.2%加碼–
JNJJohnson & JohnsonStock19,050$298.4 萬0.2%+763+4.2%加碼歷史
UFPIUfp Industries IncCOM38,405$306.4 萬0.2%+24,471+175.6%加碼歷史
iShares Inc464286400MSCI BRAZIL ETF111,928$306.4 萬0.2%−64,725−36.6%減碼–
SWKSSkyworks Solutions, Inc.Stock26,163$307.1 萬0.2%+26,163新進歷史
VTRSViatris IncStock319,516$307.2 萬0.2%+319,516新進歷史
Schwab U.S. Mid-Cap ETF808524508ETF45,449$308.2 萬0.2%+45,449新進–
RJFRaymond James Financial IncCOM33,769$312.1 萬0.2%+33,769新進歷史
iShares MSCI Eafe ETF464287465ETF43,887$316.3 萬0.2%−1,061−2.4%減碼–
Vanguard Consumer Discretionary ETF92204A108ETF12,806$321.9 萬0.2%+7,416+137.6%加碼–
FULFuller H B CoStock47,759$323.4 萬0.2%+47,759新進歷史
iShares Inc46434G780MSCI SINGPOR ETF163,378$324.3 萬0.2%+163,378新進–
SEESealed Air CorpCOM70,740$324.6 萬0.2%+16,300+29.9%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%–