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Livermore
Livermore
中文EN

CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/7/16 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
1,213
較 2025 年第 1 季 +11
總值
$28.7 億
較 2025 年第 1 季 +$2.19 億 (+8.3%)
申報日
2025/7/16
修正SEC
CX Institutional 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
TDYTeledyne Technologies IncCOM574$29.4 萬<0.1%+111+24.0%加碼歷史
RJFRaymond James Financial IncCOM1,934$29.7 萬<0.1%−282−12.7%減碼歷史
CFGCitizens Financial Group IncCOM6,642$29.7 萬<0.1%+698+11.7%加碼歷史
DELLDell Technologies Inc.Stock2,433$29.8 萬<0.1%+526+27.6%加碼歷史
APTVAptiv PLCStock4,370$29.8 萬<0.1%−290−6.2%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF4,673$29.9 萬<0.1%+20.0%加碼–
NDAQNasdaq, Inc.COM3,349$29.9 萬<0.1%+545+19.4%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF3,078$29.9 萬<0.1%00.0%不變–
ATECAlphatec Holdings, Inc.COM NEW27,080$30.1 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM12,791$30.1 萬<0.1%−69−0.5%減碼歷史
iShares U.S. Regional Banks ETF464288778ETF6,129$30.4 萬<0.1%−30,401−83.2%減碼–
EQIXEquinix IncCOM385$30.6 萬<0.1%+23+6.4%加碼歷史
PWRQuanta Services, Inc.COM811$30.7 萬<0.1%+76+10.3%加碼歷史
MTBM&T Bank CorpCOM1,580$30.7 萬<0.1%+224+16.5%加碼歷史
KKRKKR & Co. Inc.COM2,317$30.8 萬<0.1%+945+68.9%加碼歷史
VanEck ETF Trust92189F684RETAIL ETF1,290$30.8 萬<0.1%−309−19.3%減碼–
Vanguard Industrials ETF92204A603ETF1,104$30.9 萬<0.1%−758−40.7%減碼–
WABWestinghouse Air Brake Technologies CorpStock1,478$30.9 萬<0.1%+87+6.3%加碼歷史
TERTeradyne, IncStock3,447$31.0 萬<0.1%+2,334+209.7%加碼歷史
PODDInsulet CorpStock993$31.2 萬<0.1%+106+12.0%加碼歷史
iShares Tr464288737GLB CNSM STP ETF4,846$31.7 萬<0.1%+4,837+53,744.4%加碼–
WRBBerkley W R CorpCOM4,323$31.8 萬<0.1%−68−1.5%減碼歷史
MELIMercadolibre IncCOM122$31.9 萬<0.1%+7+6.1%加碼歷史
TDGTransDigm Group INCCOM210$31.9 萬<0.1%−3−1.4%減碼歷史
STXSeagate Technology Holdings plcORD SHS2,210$31.9 萬<0.1%+880+66.2%加碼歷史
iShares Core S&P US Value ETF464287663ETF3,380$32.0 萬<0.1%+97+3.0%加碼–
LVSLas Vegas Sands CorpCOM7,432$32.3 萬<0.1%+856+13.0%加碼歷史
HBANHuntington Bancshares IncCOM19,344$32.4 萬<0.1%−993−4.9%減碼歷史
Franklin Templeton ETF Tr35473P686FTSE TAIWAN6,202$32.4 萬<0.1%−400−6.1%減碼–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT27,200$32.4 萬<0.1%00.0%不變歷史
iShares U.S. Healthcare Providers ETF464288828ETF6,702$32.6 萬<0.1%−2,378−26.2%減碼–
AMEAmetek IncCOM1,803$32.6 萬<0.1%+175+10.7%加碼歷史
DINOHF Sinclair CorpCOM7,994$32.8 萬<0.1%+1,020+14.6%加碼歷史
DDDuPont de Nemours, Inc.COM4,790$32.9 萬<0.1%+30+0.6%加碼歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR4,461$33.1 萬<0.1%−32,350−87.9%減碼–
CTSHCognizant Technology Solutions CorpCL A4,236$33.1 萬<0.1%+329+8.4%加碼歷史
DDominion Energy, IncStock5,879$33.2 萬<0.1%−65−1.1%減碼歷史
SMCISuper Micro Computer, Inc.Stock6,809$33.4 萬<0.1%+3,784+125.1%加碼歷史
AKAMAkamai Technologies IncCOM4,189$33.4 萬<0.1%+1,873+80.9%加碼歷史
HASHasbro, Inc.COM4,519$33.4 萬<0.1%−179−3.8%減碼歷史
ORLYO Reilly Automotive IncStock3,714$33.5 萬<0.1%−51−1.4%減碼依 15 比 1 拆股換算歷史
NRGNRG Energy, Inc.Stock2,083$33.5 萬<0.1%+359+20.8%加碼歷史
BKRBaker Hughes CoCL A8,742$33.5 萬<0.1%+346+4.1%加碼歷史
EWEdwards Lifesciences CorpStock4,314$33.7 萬<0.1%+416+10.7%加碼歷史
MASMasco CorpCOM5,303$34.1 萬<0.1%+461+9.5%加碼歷史
ZBRAZebra Technologies CorpCL A1,113$34.3 萬<0.1%+2+0.2%加碼歷史
CLXClorox CoStock2,868$34.4 萬<0.1%−96−3.2%減碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF9,004$34.6 萬<0.1%−55,155−86.0%減碼–
PLTRPalantir Technologies Inc.Stock2,548$34.7 萬<0.1%+1,811+245.7%加碼歷史
iShares Tr464287556ISHARES BIOTECH2,743$34.7 萬<0.1%+2,490+984.2%加碼–
AAgilent Technologies, Inc.COM2,946$34.8 萬<0.1%−40−1.3%減碼歷史
IDXXIDEXX Laboratories IncCOM648$34.8 萬<0.1%+135+26.3%加碼歷史
ROSTRoss Stores, Inc.COM2,734$34.9 萬<0.1%−38−1.4%減碼歷史
DLRDigital Realty Trust, Inc.COM2,007$35.0 萬<0.1%+500+33.2%加碼歷史
LNGCheniere Energy, Inc.COM NEW1,443$35.1 萬<0.1%−140−8.8%減碼歷史
KDPKeurig Dr Pepper Inc.COM10,716$35.4 萬<0.1%−83−0.8%減碼歷史
FSLRFirst Solar, Inc.Stock2,156$35.7 萬<0.1%+2,009+1,366.7%加碼歷史
SLBSLB LimitedStock10,591$35.8 萬<0.1%−989−8.5%減碼歷史
AFGAmerican Financial Group IncCOM2,839$35.8 萬<0.1%+122+4.5%加碼歷史
BEBloom Energy CorpCOM CL A15,000$35.9 萬<0.1%+15,000新進歷史
GEHCGE HealthCare Technologies Inc.Stock4,858$36.0 萬<0.1%+965+24.8%加碼歷史
PSXPhillips 66Stock3,047$36.3 萬<0.1%−595−16.3%減碼歷史
WDCWestern Digital CorpCOM5,676$36.3 萬<0.1%+2,487+78.0%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF645$36.5 萬<0.1%−1,290−66.7%減碼歷史
iShares Inc46434G780MSCI SINGPOR ETF14,130$36.7 萬<0.1%−793−5.3%減碼–
OXYOccidental Petroleum CorpStock8,792$36.9 萬<0.1%+1,923+28.0%加碼歷史
LKFNLakeland Financial CorpCOM6,000$36.9 萬<0.1%00.0%不變歷史
LENLennar CorpCL A3,346$37.0 萬<0.1%−9,568−74.1%減碼歷史
VEEVVeeva Systems IncStock1,287$37.1 萬<0.1%−44−3.3%減碼歷史
TTWOTake Two Interactive Software IncCOM1,545$37.5 萬<0.1%−18−1.2%減碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF7,143$37.6 萬<0.1%+3,446+93.2%加碼–
TGTTarget CorpStock3,812$37.6 萬<0.1%+1,901+99.5%加碼歷史
DALDelta Air Lines, Inc.COM NEW7,719$38.0 萬<0.1%+1,627+26.7%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock33,517$38.4 萬<0.1%+6,193+22.7%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,589$38.6 萬<0.1%+115+7.8%加碼歷史
HESHess CorpStock2,793$38.7 萬<0.1%−97−3.4%減碼歷史
LUVSouthwest Airlines CoCOM11,938$38.7 萬<0.1%+957+8.7%加碼歷史
NEMNEWMONT CorpStock6,657$38.8 萬<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM9,437$38.8 萬<0.1%+2,127+29.1%加碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO3,105$39.1 萬<0.1%+3,105新進–
VRSKVerisk Analytics, Inc.COM1,265$39.4 萬<0.1%−18−1.4%減碼歷史
RMDResmed IncCOM1,535$39.6 萬<0.1%+5+0.3%加碼歷史
GRMNGarmin LtdSHS1,898$39.6 萬<0.1%−31−1.6%減碼歷史
PRUPrudential Financial IncStock3,691$39.7 萬<0.1%+67+1.8%加碼歷史
VRSNVerisign IncCOM1,376$39.7 萬<0.1%−23−1.6%減碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF5,149$39.8 萬<0.1%−34−0.7%減碼–
FASTFastenal CoStock9,591$40.3 萬<0.1%−111−1.1%減碼依 2 比 1 拆股換算歷史
SYFSynchrony FinancialCOM6,033$40.3 萬<0.1%−54−0.9%減碼歷史
Global X FDS37954Y632ARTIFICIAL ETF9,300$40.6 萬<0.1%00.0%不變–
SPDR Series Trust78464A755ST STR SP METAL6,041$40.6 萬<0.1%+6,041新進–
EBAYeBay IncCOM5,461$40.7 萬<0.1%+52+1.0%加碼歷史
TFCTruist Financial CorpCOM9,464$40.7 萬<0.1%+1,290+15.8%加碼歷史
HIGHartford Insurance Group, Inc.Stock3,218$40.8 萬<0.1%−1,091−25.3%減碼歷史
PAYXPaychex IncStock2,827$41.1 萬<0.1%−345−10.9%減碼歷史
iShares Tr464288752US HOME CONS ETF4,416$41.1 萬<0.1%+3,744+557.1%加碼–
YUMYum Brands IncStock2,780$41.2 萬<0.1%−162−5.5%減碼歷史
FCXFreeport-McMoran IncStock9,507$41.2 萬<0.1%−1,151−10.8%減碼歷史
PANWPalo Alto Networks IncStock2,014$41.2 萬<0.1%+364+22.1%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock819$41.7 萬<0.1%+324+65.5%加碼歷史
EAElectronic Arts Inc.COM2,633$42.1 萬<0.1%+10.0%加碼歷史

2025 年第 1 季之後清倉（34 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

CX Institutional 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
DFSDiscover Financial ServicesCOM2,186$37.3 萬<0.1%歷史
SIGISelective Insurance Group IncCOM1,491$13.6 萬<0.1%歷史
IPARInterparfums IncCOM1,029$11.7 萬<0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1172$7.20 萬<0.1%歷史
MUSAMurphy USA Inc.COM125$5.90 萬<0.1%歷史
iShares Tr464287796U.S. ENERGY ETF547$2.70 萬<0.1%–
Janus Detroit STR Tr47103U100HENDERSN CAP ETF157$1.00 萬<0.1%–
RCSPIMCO Strategic Income Fund, Inc.CEF1,499$9,000<0.1%歷史
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM500$9,000<0.1%歷史
BGTBlackRock Floating Rate Income TrustCOM700$9,000<0.1%歷史
DMFBNY Mellon Municipal Income, Inc.COM1,000$7,000<0.1%歷史
Schwab U.S. Small-Cap ETF808524607ETF218$5,000<0.1%–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT130$5,000<0.1%–
DBLDoubleLine Opportunistic Credit FundCOM300$5,000<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock22$4,000<0.1%歷史
MTGMgic Investment CorpCOM157$4,000<0.1%歷史
OGSONE Gas, Inc.COM37$3,000<0.1%歷史
iShares Tr464287515EXPANDED TECH35$3,000<0.1%–
CNMCore & Main, Inc.CL A69$3,000<0.1%歷史
NEUNewmarket CorpCOM6$3,000<0.1%歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX38$3,000<0.1%–
STSensata Technologies Holding plcSHS83$2,000<0.1%歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E67$2,000<0.1%–
iShares Tr464288877EAFE VALUE ETF29$2,000<0.1%–
iShares Tr464288885EAFE GRWTH ETF15$2,000<0.1%–
iShares Tr464288273EAFE SML CP ETF28$2,000<0.1%–
GANGAN LtdORD SHS1,000$2,000<0.1%歷史
PLUSEplus IncCOM19$1,000<0.1%歷史
FTREFortrea Holdings Inc.COMMON STOCK184$1,000<0.1%歷史
CNRCore Natural Resources, Inc.COM SHS19$1,000<0.1%歷史
BTUPeabody Energy CorpCOM83$1,000<0.1%歷史
SIGSignet Jewelers LtdSHS22$1,000<0.1%歷史
LBRTLiberty Energy Inc.COM CL A87$1,000<0.1%歷史
Amplify ETF Tr032108474ALTRNTV HARV ETF26$1,000<0.1%–