CX Institutional
- SEC CIK
- 0001737089
- 最新申報
- 2026/7/1
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 1,202
- 較 2024 年第 4 季 +667
- 總值
- $26.5 億
- 較 2024 年第 4 季 +$1.31 億 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,491,967 | $1.13 億 | 4.3% | −429,264−22.3% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 2,043,626 | $5,841 萬 | 2.2% | −143,177−6.5% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 1,150,408 | $5,834 萬 | 2.2% | +66,706+6.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 224,464 | $5,805 萬 | 2.2% | +27,360+13.9% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 281,643 | $5,368 萬 | 2.0% | +49,292+21.2% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 170,735 | $5,274 萬 | 2.0% | +5,152+3.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 92,636 | $5,205 萬 | 2.0% | −379−0.4% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 407,174 | $5,174 萬 | 2.0% | +112,903+38.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 142,684 | $5,152 萬 | 1.9% | +40,504+39.6% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,909,279 | $5,075 萬 | 1.9% | +66,136+3.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 226,214 | $5,016 萬 | 1.9% | +46,334+25.8% | 加碼 | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 1,673,235 | $4,857 萬 | 1.8% | −103,594−5.8% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 528,487 | $4,811 萬 | 1.8% | +62,905+13.5% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 442,313 | $4,453 萬 | 1.7% | −280,352−38.8% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 225,186 | $4,237 萬 | 1.6% | +31,560+16.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 189,978 | $4,220 萬 | 1.6% | +13,013+7.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 1,822,471 | $4,019 萬 | 1.5% | −143,715−7.3% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 749,499 | $3,411 萬 | 1.3% | +11,142+1.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 84,176 | $3,160 萬 | 1.2% | +5,774+7.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 637,723 | $3,156 萬 | 1.2% | +18,960+3.1% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 843,256 | $3,060 萬 | 1.2% | −390,432−31.6% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 615,639 | $3,006 萬 | 1.1% | −34,621−5.3% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 274,717 | $2,897 萬 | 1.1% | +53,575+24.2% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 577,148 | $2,864 萬 | 1.1% | +113,472+24.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 245,716 | $2,663 萬 | 1.0% | +38,873+18.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 282,830 | $2,273 萬 | 0.9% | +61,798+28.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 27,223 | $2,248 萬 | 0.8% | +3,600+15.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 115,942 | $2,206 萬 | 0.8% | +8,137+7.5% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 260,857 | $2,158 萬 | 0.8% | −17,618−6.3% | 減碼 | – |
| VVisa Inc. | Stock | 59,788 | $2,095 萬 | 0.8% | +7,821+15.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 35,807 | $2,064 萬 | 0.8% | +6,168+20.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 132,271 | $2,045 萬 | 0.8% | +15,775+13.5% | 加碼 | 歷史 |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 340,883 | $1,965 萬 | 0.7% | +280,570+465.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 75,329 | $1,952 萬 | 0.7% | +29,450+64.2% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 787,564 | $1,815 萬 | 0.7% | +27,067+3.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 32,387 | $1,812 萬 | 0.7% | −6,876−17.5% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 461,893 | $1,743 萬 | 0.7% | +335,530+265.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 97,150 | $1,656 萬 | 0.6% | −5,751−5.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 95,581 | $1,600 萬 | 0.6% | +15,508+19.4% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 62,122 | $1,597 萬 | 0.6% | +2,940+5.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 86,883 | $1,505 萬 | 0.6% | −230−0.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 84,382 | $1,458 萬 | 0.6% | +13,530+19.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 69,458 | $1,455 萬 | 0.5% | −811−1.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 180,913 | $1,416 萬 | 0.5% | +171,615+1,845.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 66,728 | $1,413 萬 | 0.5% | +21,061+46.1% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 178,529 | $1,410 萬 | 0.5% | −25,374−12.4% | 減碼 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 256,191 | $1,401 萬 | 0.5% | +184,175+255.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 57,801 | $1,366 萬 | 0.5% | +16,905+41.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 258,652 | $1,321 萬 | 0.5% | −11,314−4.2% | 減碼 | – |
| FISVFiserv Inc | Stock | 59,738 | $1,319 萬 | 0.5% | +10,340+20.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 108,067 | $1,285 萬 | 0.5% | −4,073−3.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 61,936 | $1,279 萬 | 0.5% | +8,830+16.6% | 加碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 93,971 | $1,235 萬 | 0.5% | +35,892+61.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 32,801 | $1,216 萬 | 0.5% | +7,896+31.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 37,026 | $1,154 萬 | 0.4% | −3,410−8.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 125,365 | $1,125 萬 | 0.4% | +106,247+555.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 231,742 | $1,103 萬 | 0.4% | +2,481+1.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 117,599 | $1,092 萬 | 0.4% | +4,876+4.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 70,846 | $1,062 萬 | 0.4% | +26,812+60.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 39,379 | $1,060 萬 | 0.4% | +3,072+8.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 19,093 | $1,047 萬 | 0.4% | +9,460+98.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 62,134 | $1,030 萬 | 0.4% | +3,821+6.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 37,326 | $1,026 萬 | 0.4% | +15,129+68.2% | 加碼 | – |
| CATCaterpillar Inc | Stock | 30,918 | $1,020 萬 | 0.4% | +5,523+21.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 167,962 | $980.1 萬 | 0.4% | +19,944+13.5% | 加碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 79,859 | $965.7 萬 | 0.4% | +23,369+41.4% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 67,119 | $910.7 萬 | 0.3% | −4,432−6.2% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 29,134 | $910.1 萬 | 0.3% | −34−0.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,565 | $867.6 萬 | 0.3% | +5,712+52.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 64,772 | $859.2 萬 | 0.3% | +50,529+354.8% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 34,852 | $850.5 萬 | 0.3% | +1,648+5.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 62,892 | $833.1 萬 | 0.3% | −2,258−3.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 49,676 | $831.0 萬 | 0.3% | −7,681−13.4% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 31,144 | $830.7 萬 | 0.3% | −1,653−5.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 472,312 | $821.3 萬 | 0.3% | −3,182−0.7% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 102,701 | $815.1 萬 | 0.3% | −5,327−4.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 21,946 | $804.3 萬 | 0.3% | −9,059−29.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 25,961 | $793.2 萬 | 0.3% | +56+0.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 126,845 | $773.6 萬 | 0.3% | −8,445−6.2% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 68,647 | $769.2 萬 | 0.3% | +4,360+6.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 123,637 | $763.0 萬 | 0.3% | −13,973−10.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 153,470 | $760.0 萬 | 0.3% | −1,022−0.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 384,099 | $759.7 萬 | 0.3% | −1,609−0.4% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 121,928 | $731.8 萬 | 0.3% | −3,560−2.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,179 | $723.9 萬 | 0.3% | +50,449+221.9% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 20,726 | $716.2 萬 | 0.3% | +5,019+32.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 58,517 | $712.7 萬 | 0.3% | +1,046+1.8% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 226,881 | $703.8 萬 | 0.3% | −48,873−17.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 7,213 | $682.2 萬 | 0.3% | −413−5.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 20,577 | $677.0 萬 | 0.3% | −12,112−37.1% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 33,821 | $676.9 萬 | 0.3% | +25,727+317.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 35,917 | $669.1 萬 | 0.3% | +8,392+30.5% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 69,106 | $666.5 萬 | 0.3% | +13,253+23.7% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 14,851 | $663.4 萬 | 0.3% | −3,734−20.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 74,651 | $655.4 萬 | 0.2% | −8,465−10.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 26,654 | $652.1 萬 | 0.2% | +2,161+8.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 40,294 | $646.9 萬 | 0.2% | +4,751+13.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 25,463 | $641.1 萬 | 0.2% | +5,761+29.2% | 加碼 | – |
| COPConocoPhillips | Stock | 58,845 | $618.0 萬 | 0.2% | −5,147−8.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 47,694 | $611.6 萬 | 0.2% | +35,130+279.6% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 33,541 | $1,520 萬 | 0.6% | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $68.1 萬 | <0.1% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 833 | $27.7 萬 | <0.1% | 歷史 |
| RDNRadian Group Inc | COM | 8,233 | $26.1 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 1,633 | $21.8 萬 | <0.1% | 歷史 |