CX Institutional
- SEC CIK
- 0001737089
- 最新申報
- 2026/10/2
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 543
- 較 2023 年第 4 季 +19
- 總值
- $20.7 億
- 較 2023 年第 4 季 +$2.04 億 (+10.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,370 | $60.0 萬 | <0.1% | +185+1.3% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 8,767 | $60.0 萬 | <0.1% | −191−2.1% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,848 | $61.6 萬 | <0.1% | −34−1.8% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 3,758 | $61.8 萬 | <0.1% | +235+6.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,640 | $62.4 萬 | <0.1% | −319−4.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $63.4 萬 | <0.1% | +1 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 6,521 | $63.6 萬 | <0.1% | +1,841+39.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,949 | $63.7 萬 | <0.1% | −25,237−78.4% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,612 | $64.7 萬 | <0.1% | −11,669−81.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,139 | $66.1 萬 | <0.1% | −264−2.8% | 減碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 16,530 | $66.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 10,571 | $67.6 萬 | <0.1% | −525−4.7% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 2,342 | $67.9 萬 | <0.1% | +72+3.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 38,656 | $68.0 萬 | <0.1% | +2,590+7.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 2,630 | $68.2 萬 | <0.1% | −4−0.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,643 | $68.7 萬 | <0.1% | −37−2.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,194 | $69.4 萬 | <0.1% | +17+1.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,870 | $69.6 萬 | <0.1% | +2,161+18.5% | 加碼 | – |
| DHRDanaher Corp | Stock | 2,794 | $69.8 萬 | <0.1% | −2,943−51.3% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,365 | $71.6 萬 | <0.1% | +152+12.5% | 加碼 | – |
| ALLAllstate Corp | Stock | 4,137 | $71.6 萬 | <0.1% | +506+13.9% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 5,704 | $71.8 萬 | <0.1% | −2,719−32.3% | 減碼 | – |
| IPARInterparfums Inc | COM | 5,147 | $72.3 萬 | <0.1% | +5,147 | 新進 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 12,160 | $72.5 萬 | <0.1% | −330−2.6% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,299 | $73.0 萬 | <0.1% | +2,299 | 新進 | – |
| VMIValmont Industries Inc | COM | 3,224 | $73.6 萬 | <0.1% | +3,224 | 新進 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 9,632 | $73.9 萬 | <0.1% | +9,632 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,860 | $74.2 萬 | <0.1% | −32−1.7% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,418 | $74.4 萬 | <0.1% | +363+2.6% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 1,764 | $75.1 萬 | <0.1% | −81−4.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,320 | $76.0 萬 | <0.1% | −23,587−73.9% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,897 | $76.3 萬 | <0.1% | +47+0.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 17,600 | $77.7 萬 | <0.1% | −621−3.4% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,694 | $78.9 萬 | <0.1% | +389+6.2% | 加碼 | 歷史 |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 15,146 | $79.3 萬 | <0.1% | +466+3.2% | 加碼 | – |
| GLWCorning Inc | COM | 24,082 | $79.4 萬 | <0.1% | +1,008+4.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,045 | $79.7 萬 | <0.1% | −32−3.0% | 減碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 11,886 | $80.0 萬 | <0.1% | +11,886 | 新進 | 歷史 |
| TTEKTetra Tech Inc | COM | 4,355 | $80.4 萬 | <0.1% | +4,355 | 新進 | 歷史 |
| SIGISelective Insurance Group Inc | COM | 7,630 | $83.3 萬 | <0.1% | +7,630 | 新進 | 歷史 |
| RVTYRevvity, Inc. | COM | 7,957 | $83.5 萬 | <0.1% | +24+0.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 13,246 | $83.8 萬 | <0.1% | +538+4.2% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 13,764 | $84.0 萬 | <0.1% | −24,949−64.4% | 減碼 | – |
| SCIService Corp International | COM | 11,330 | $84.1 萬 | <0.1% | −726−6.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,708 | $84.7 萬 | <0.1% | −19−0.7% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10,667 | $87.1 萬 | <0.1% | −70,477−86.9% | 減碼 | – |
| CBOECboe Global Markets, Inc. | COM | 4,819 | $88.5 萬 | <0.1% | −775−13.9% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 18,884 | $88.7 萬 | <0.1% | +18,884 | 新進 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,044 | $88.7 萬 | <0.1% | −5,710−65.2% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 5,008 | $88.7 萬 | <0.1% | +75+1.5% | 加碼 | 歷史 |
| KBRKBR, Inc. | COM | 14,043 | $89.4 萬 | <0.1% | +14,043 | 新進 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 8,228 | $89.5 萬 | <0.1% | −807−8.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,416 | $91.1 萬 | <0.1% | +1,546+53.9% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 28,062 | $91.1 萬 | <0.1% | +28,062 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,364 | $93.0 萬 | <0.1% | −4−0.1% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 3,499 | $94.8 萬 | <0.1% | +20+0.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,725 | $96.9 萬 | <0.1% | −19,237−77.1% | 減碼 | 歷史 |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 26,631 | $98.1 萬 | <0.1% | −299−1.1% | 減碼 | – |
| NVSNovartis AG | ADR | 10,202 | $98.7 萬 | <0.1% | −53−0.5% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,003 | $99.0 萬 | <0.1% | −9,247−64.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,731 | $100.1 萬 | <0.1% | −130−4.5% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 22,421 | $100.2 萬 | <0.1% | +211+1.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,275 | $101.8 萬 | <0.1% | +584+12.4% | 加碼 | 歷史 |
| SMSM Energy Co | COM | 20,459 | $102.0 萬 | <0.1% | +20,459 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 4,952 | $102.4 萬 | <0.1% | −91−1.8% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 6,757 | $103.9 萬 | 0.1% | −83−1.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 20,674 | $104.2 萬 | 0.1% | −263,696−92.7% | 減碼 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 48,281 | $105.8 萬 | 0.1% | +6,100+14.5% | 加碼 | – |
| AXPAmerican Express Co | Stock | 4,724 | $107.6 萬 | 0.1% | +885+23.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,018 | $108.3 萬 | 0.1% | +61+0.8% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 14,339 | $109.0 萬 | 0.1% | +753+5.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,274 | $109.3 萬 | 0.1% | +656+40.5% | 加碼 | – |
| VMCVulcan Materials CO | COM | 4,016 | $109.6 萬 | 0.1% | −204−4.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,977 | $109.8 萬 | 0.1% | +1,192+15.3% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,074 | $110.2 萬 | 0.1% | +771+23.3% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 1,978 | $110.9 萬 | 0.1% | −117−5.6% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 12,547 | $112.6 萬 | 0.1% | −29,014−69.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 3,266 | $113.2 萬 | 0.1% | +79+2.5% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 12,000 | $113.9 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 19,808 | $114.8 萬 | 0.1% | −472−2.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 2,474 | $114.9 萬 | 0.1% | +49+2.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,281 | $115.1 萬 | 0.1% | −137−5.7% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 6,826 | $115.5 萬 | 0.1% | −644−8.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 30,671 | $116.3 萬 | 0.1% | +11,746+62.1% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 12,867 | $117.4 萬 | 0.1% | +701+5.8% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,482 | $117.8 萬 | 0.1% | +7,655+158.6% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 7,332 | $118.2 萬 | 0.1% | −462−5.9% | 減碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 8,303 | $118.4 萬 | 0.1% | +1,026+14.1% | 加碼 | – |
| GWWW.W. Grainger, Inc. | Stock | 1,184 | $120.4 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 3,369 | $120.6 萬 | 0.1% | −114−3.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,864 | $121.2 萬 | 0.1% | −82−4.2% | 減碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 39,160 | $121.7 萬 | 0.1% | +1,677+4.5% | 加碼 | – |
| DGXQuest Diagnostics Inc | COM | 9,175 | $122.1 萬 | 0.1% | +6,461+238.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 29,237 | $122.3 萬 | 0.1% | −6,369−17.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,764 | $122.7 萬 | 0.1% | +2,372+605.1% | 加碼 | – |
| GEGeneral Electric Co | Stock | 7,063 | $124.0 萬 | 0.1% | −42,470−85.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,512 | $124.4 萬 | 0.1% | −41,624−86.5% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 4,682 | $125.3 萬 | 0.1% | +31+0.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,280 | $126.7 萬 | 0.1% | −137−5.7% | 減碼 | 歷史 |
| PRDOPerdoceo Education Corp | COM | 72,520 | $127.3 萬 | 0.1% | −201,468−73.5% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（30 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V803 | HDG MSCI EAFE | 607,451 | $1,914 萬 | 1.0% | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 486,575 | $1,509 萬 | 0.8% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,001,717 | $1,332 萬 | 0.7% | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 68,479 | $305.6 萬 | 0.2% | – |
| Kraneshares Tr500767827 | ELEC VEH FUTUR | 64,275 | $165.2 萬 | 0.1% | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 25,431 | $155.7 萬 | 0.1% | – |
| Amplify ETF Tr032108805 | AMPLIFY LITHIUM | 132,791 | $140.0 萬 | 0.1% | – |
| Vanguard Communication Services ETF92204A884 | ETF | 9,074 | $106.8 萬 | 0.1% | – |
| WYWeyerhaeuser Co | COM NEW | 27,060 | $94.1 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 15,079 | $80.4 萬 | <0.1% | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 2,777 | $72.9 萬 | <0.1% | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,748 | $43.3 萬 | <0.1% | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,544 | $42.3 萬 | <0.1% | 歷史 |
| XELXcel Energy Inc | Stock | 5,707 | $35.3 萬 | <0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,946 | $33.0 萬 | <0.1% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 3,376 | $31.6 萬 | <0.1% | 歷史 |
| SPDR Ser Tr78464A532 | S&P TRANSN ETF | 3,700 | $30.9 萬 | <0.1% | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 4,876 | $22.4 萬 | <0.1% | – |
| BIIBBiogen Inc. | COM | 865 | $22.4 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 695 | $21.6 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 2,081 | $21.5 萬 | <0.1% | – |
| MSCIMSCI Inc. | Stock | 375 | $21.2 萬 | <0.1% | 歷史 |
| INCYIncyte Corp | COM | 3,369 | $21.2 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 2,755 | $20.6 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 3,664 | $20.4 萬 | <0.1% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,113 | $17.9 萬 | <0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 2,148 | $8.38 萬 | <0.1% | 歷史 |
| iShares Inc464286764 | MSCI SPAIN ETF | 1,378 | $4.22 萬 | <0.1% | – |
| iShares Tr464288760 | US AER DEF ETF | 129 | $1.63 萬 | <0.1% | – |
| iShares Inc464286103 | MSCI AUST ETF | 428 | $1.04 萬 | <0.1% | – |