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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
WMWaste Management IncStock19,867$325.5 萬0.2%+283+1.4%加碼歷史
LUVSouthwest Airlines CoCOM103,280$330.0 萬0.2%+103,280新進歷史
First Tr Exchange-Traded Alp33735K108COM SHS35,507$333.2 萬0.2%−17,950−33.6%減碼–
LHLabcorp Holdings Inc.COM NEW14,653$337.3 萬0.2%+2,510+20.7%加碼歷史
MSMorgan StanleyStock39,385$343.4 萬0.2%−7,990−16.9%減碼歷史
iShares Inc464286871MSCI HONG KG ETF170,333$350.1 萬0.2%+170,333新進–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP64,930$354.5 萬0.2%00.0%不變歷史
Schwab International Equity ETF808524805ETF101,518$356.5 萬0.2%00.0%不變–
AONAon plcCL A11,283$357.7 萬0.2%−876−7.2%減碼歷史
iShares S&P 500 Growth ETF464287309ETF56,098$358.4 萬0.2%−1,312−2.3%減碼–
Flexshares Tr33939L795STOXX GLOBR INF69,585$362.4 萬0.2%+41,698+149.5%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF16,777$363.0 萬0.2%−4,978−22.9%減碼–
First Tr Exchange Traded FD33741X102SMID RISNG ETF136,103$363.7 萬0.2%+136,103新進–
iShares Inc464286772MSCI STH KOR ETF59,445$363.9 萬0.2%+59,445新進–
iShares Tr46429B671MSCI CHINA ETF73,144$364.9 萬0.2%+73,144新進–
WMTWalmart Inc.Stock24,589$365.2 萬0.2%+2,157+9.6%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF14,682$367.2 萬0.2%+691+4.9%加碼–
HPEHewlett Packard Enterprise CoCOM227,149$368.1 萬0.2%+227,149新進歷史
Global X FDS37954Y673US INFR DEV ETF130,044$368.2 萬0.2%+74,809+135.4%加碼–
iShares Tr464287788U.S. FINLS ETF51,732$368.2 萬0.2%+28,345+121.2%加碼–
iShares Tr46429B523MSCI DENMARK ETF34,941$370.4 萬0.2%+34,941新進–
iShares Inc464286822MSCI MEXICO ETF62,369$371.3 萬0.2%−71,135−53.3%減碼–
USBUS Bancorp DECOM NEW104,450$373.9 萬0.2%+18,070+20.9%加碼歷史
AMPAmeriprise Financial IncCOM12,320$377.4 萬0.2%+12,320新進歷史
AAPAdvance Auto Parts IncCOM31,134$381.2 萬0.2%+11,651+59.8%加碼歷史
GENGen Digital Inc.Stock224,325$384.9 萬0.2%+224,325新進歷史
DFSDiscover Financial ServicesCOM40,161$396.9 萬0.2%+40,161新進歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF71,411$397.5 萬0.2%+4,727+7.1%加碼–
LDOSLeidos Holdings, Inc.COM44,213$410.7 萬0.2%+44,213新進歷史
AKAMAkamai Technologies IncCOM53,183$414.7 萬0.2%+53,183新進歷史
NTAPNetApp, Inc.Stock64,862$415.7 萬0.2%+13,089+25.3%加碼歷史
MCKMcKesson CorpStock11,549$417.3 萬0.2%+10,611+1,131.2%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF169,948$418.8 萬0.2%00.0%不變–
LKQLKQ CorpCOM74,252$421.1 萬0.2%+74,252新進歷史
HUMHumana IncStock8,389$422.2 萬0.2%+4,812+134.5%加碼歷史
TSNTyson Foods, Inc.Stock71,258$423.2 萬0.2%+71,258新進歷史
COOPMaverick Merger Sub 2, LLCCOM101,489$424.9 萬0.2%+101,489新進歷史
FOXAFox CorpCL A COM124,453$424.9 萬0.2%+40,046+47.4%加碼歷史
ABMAbm Industries IncCOM94,829$426.2 萬0.2%+94,829新進歷史
ADMArcher-Daniels-Midland CoStock53,419$428.5 萬0.2%+10,506+24.5%加碼歷史
AMCRAmcor plcORD379,399$429.6 萬0.2%+379,399新進歷史
PHParker-Hannifin CorpStock12,706$429.9 萬0.2%−518−3.9%減碼歷史
GSGoldman Sachs Group IncStock13,192$430.9 萬0.2%+896+7.3%加碼歷史
iShares Tr464288372GLB INFRASTR ETF90,561$433.0 萬0.2%+59,878+195.2%加碼–
AXPAmerican Express CoStock26,459$433.4 萬0.2%+22,636+592.1%加碼歷史
PNCPNC Financial Services Group, Inc.Stock34,722$435.6 萬0.2%+33,101+2,042.0%加碼歷史
MCHPMicrochip Technology IncStock52,715$437.6 萬0.2%+52,715新進歷史
LNGCheniere Energy, Inc.COM NEW27,945$441.5 萬0.2%+27,945新進歷史
Schwab U.S. Broad Market ETF808524102ETF92,305$442.9 萬0.2%−21,173−18.7%減碼–
PHMPultegroup IncCOM75,421$443.4 萬0.2%−9,710−11.4%減碼歷史
SANMSanmina CorpCOM73,543$443.6 萬0.2%+73,543新進歷史
RSReliance, Inc.COM17,307$444.4 萬0.2%+17,307新進歷史
JBTMJBT Marel CorpCOM40,913$445.1 萬0.2%+40,913新進歷史
AITApplied Industrial Technologies IncCOM31,442$446.9 萬0.2%+31,442新進歷史
EMNEastman Chemical CoStock53,129$448.4 萬0.2%+53,129新進歷史
COSTCostco Wholesale CorpStock9,028$448.7 萬0.2%+757+9.2%加碼歷史
IPInternational Paper CoCOM124,700$448.8 萬0.2%+124,700新進歷史
LENLennar CorpCL A42,730$449.6 萬0.2%−1,325−3.0%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF44,683$452.7 萬0.2%−7,231−13.9%減碼–
PYPLPayPal Holdings, Inc.Stock60,631$457.6 萬0.2%+60,631新進歷史
EBAYeBay IncCOM103,705$459.5 萬0.2%+103,705新進歷史
PCARPaccar IncCOM63,418$463.5 萬0.2%+61,119+2,658.5%加碼歷史
MMM3M CoStock44,498$466.0 萬0.2%+16,270+57.6%加碼歷史
Fidelity MSCI Financials Index ETF316092501ETF103,552$466.5 萬0.2%+103,552新進–
GILDGilead Sciences, Inc.Stock56,584$470.6 萬0.3%+48,011+560.0%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT32,574$471.5 萬0.3%−1,350−4.0%減碼–
CCitigroup IncStock102,678$480.1 萬0.3%+90,510+743.8%加碼歷史
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF95,168$486.9 萬0.3%+76,600+412.5%加碼–
AVGOBroadcom Inc.Stock7,623$489.6 萬0.3%+1,140+17.6%加碼歷史
VZVerizon Communications IncStock125,639$491.6 萬0.3%+114,760+1,054.9%加碼歷史
iShares Global Clean Energy ETF464288224ETF253,456$496.5 萬0.3%+204,885+421.8%加碼–
QCOMQualcomm IncStock40,021$502.3 萬0.3%+40,021新進歷史
ELVElevance Health, Inc.Stock10,794$510.5 萬0.3%+9,592+798.0%加碼歷史
XOMExxonMobil Holdings CorpCOM44,713$516.3 萬0.3%+10,448+30.5%加碼歷史
TAT&T Inc.Stock270,452$523.4 萬0.3%+245,506+984.1%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF33,103$525.8 萬0.3%+1,907+6.1%加碼–
iShares Tr46434V803HDG MSCI EAFE179,091$529.1 萬0.3%−339,834−65.5%減碼–
SPDR Index Shs FDS78463X871ST INTL CAP ETF173,194$541.0 萬0.3%00.0%不變–
HIIHuntington Ingalls Industries, Inc.COM26,142$545.3 萬0.3%+16,433+169.3%加碼歷史
CICigna GroupStock21,008$546.5 萬0.3%+7,252+52.7%加碼歷史
LRCXLam Research CorpCOM10,476$548.4 萬0.3%+10,476新進歷史
CSCOCisco Systems, Inc.Stock106,437$556.7 萬0.3%+87,594+464.9%加碼歷史
CSXCSX CorpStock187,951$561.6 萬0.3%+83,383+79.7%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF152,724$566.6 萬0.3%+69,421+83.3%加碼–
WYWeyerhaeuser CoCOM NEW189,113$567.9 萬0.3%+102,952+119.5%加碼歷史
CORCencora, Inc.Stock35,395$571.9 萬0.3%+11,358+47.3%加碼歷史
EAElectronic Arts Inc.COM47,410$574.0 萬0.3%+47,410新進歷史
IBMInternational Business Machines CorpStock43,660$575.4 萬0.3%+37,865+653.4%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF85,903$578.3 萬0.3%−64,567−42.9%減碼–
Global X Lithium & Battery Tech ETF37954Y855ETF91,798$581.6 萬0.3%+88,327+2,544.7%加碼–
ABTAbbott LaboratoriesStock57,303$581.7 萬0.3%+8,445+17.3%加碼歷史
Global X FDS37954Y624AUTONMOUS EV ETF250,186$593.2 萬0.3%+236,637+1,746.5%加碼–
TGTTarget CorpStock35,861$595.2 萬0.3%+35,861新進歷史
TSLATesla, Inc.Stock31,277$610.6 萬0.3%+19,290+160.9%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD100,726$627.6 萬0.3%−26,625−20.9%減碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF32,377$629.9 萬0.3%−3,992−11.0%減碼–
KRKroger CoStock128,277$638.9 萬0.3%+50,539+65.0%加碼歷史
AMGNAmgen IncStock27,021$659.0 萬0.4%+4,486+19.9%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF117,078$681.0 萬0.4%+54,965+88.5%加碼–
BRK.BBerkshire Hathaway IncStock22,067$683.8 萬0.4%+1,000+4.7%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%–