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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GPCGenuine Parts Co | Stock | 3,478 | $42.2 萬 | <0.1% | −236−6.4% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 1,937 | $42.3 萬 | <0.1% | +542+38.9% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 792 | $42.3 萬 | <0.1% | −8,722−91.7% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 6,776 | $42.4 萬 | <0.1% | −109−1.6% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 4,323 | $42.8 萬 | <0.1% | −99−2.2% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 1,469 | $43.1 萬 | <0.1% | +15+1.0% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 5,381 | $43.2 萬 | <0.1% | +9+0.2% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,409 | $43.6 萬 | <0.1% | +159+12.7% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,068 | $43.7 萬 | <0.1% | −62−5.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,724 | $44.1 萬 | <0.1% | +348+25.3% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,262 | $44.1 萬 | <0.1% | 00.0% | 不變 | – |
| URIUnited Rentals, Inc. | COM | 585 | $44.1 萬 | <0.1% | +14+2.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 4,208 | $44.2 萬 | <0.1% | +1,319+45.7% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,633 | $44.2 萬 | <0.1% | −89−3.3% | 減碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 10,909 | $44.4 萬 | <0.1% | −581−5.1% | 減碼 | – |
| AFLAflac Inc | Stock | 4,255 | $44.9 萬 | <0.1% | −161−3.6% | 減碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 16,011 | $45.0 萬 | <0.1% | −3,204−16.7% | 減碼 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 89,995 | $45.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 3,378 | $45.4 萬 | <0.1% | −291−7.9% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 6,782 | $45.5 萬 | <0.1% | −10,911−61.7% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 2,348 | $45.5 萬 | <0.1% | +467+24.8% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,910 | $45.6 萬 | <0.1% | +1,874+5,205.6% | 加碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 5,318 | $45.8 萬 | <0.1% | +4,972+1,437.0% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 1,183 | $46.0 萬 | <0.1% | −303−20.4% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,761 | $46.0 萬 | <0.1% | −65−1.0% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,169 | $46.0 萬 | <0.1% | +46+0.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,958 | $46.1 萬 | <0.1% | −1,227−29.3% | 減碼 | 歷史 |
| KKellanova | Stock | 5,810 | $46.2 萬 | <0.1% | −253−4.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 20,761 | $46.5 萬 | <0.1% | +1,716+9.0% | 加碼 | 歷史 |
| iShares Tr464287192 | US TRSPRTION | 6,778 | $46.5 萬 | <0.1% | +6,718+11,196.7% | 加碼 | – |
| MCHPMicrochip Technology Inc | Stock | 6,756 | $47.5 萬 | <0.1% | +3,552+110.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,696 | $47.8 萬 | <0.1% | +130+8.3% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 5,031 | $47.8 萬 | <0.1% | −210−4.0% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 23,376 | $47.8 萬 | <0.1% | −6,182−20.9% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 3,180 | $48.1 萬 | <0.1% | +298+10.3% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 2,185 | $48.7 萬 | <0.1% | +147+7.2% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 7,911 | $48.7 萬 | <0.1% | −126−1.6% | 減碼 | – |
| HSYHershey Co | COM | 2,947 | $48.9 萬 | <0.1% | +189+6.9% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 8,734 | $49.0 萬 | <0.1% | +697+8.7% | 加碼 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 8,980 | $49.2 萬 | <0.1% | −374−4.0% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 16,895 | $49.7 萬 | <0.1% | −132−0.8% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,831 | $50.0 萬 | <0.1% | +135+8.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 7,083 | $50.3 萬 | <0.1% | −60,349−89.5% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,006 | $50.3 萬 | <0.1% | +19+1.9% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 9,601 | $50.3 萬 | <0.1% | +6,457+205.4% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 3,296 | $50.7 萬 | <0.1% | −38−1.1% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 10,320 | $50.8 萬 | <0.1% | +287+2.9% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,619 | $50.9 萬 | <0.1% | −675−3.9% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 2,312 | $51.1 萬 | <0.1% | −3−0.1% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,317 | $51.4 萬 | <0.1% | +140+2.3% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 4,037 | $52.0 萬 | <0.1% | −259−6.0% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 1,975 | $52.6 萬 | <0.1% | +156+8.6% | 加碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 13,319 | $53.2 萬 | <0.1% | −60−0.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,865 | $53.4 萬 | <0.1% | +249+9.5% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,740 | $53.6 萬 | <0.1% | −93−5.1% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 7,054 | $53.6 萬 | <0.1% | +739+11.7% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,287 | $54.1 萬 | <0.1% | −17−1.3% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,020 | $54.3 萬 | <0.1% | +10.0% | 加碼 | – |
| AIGAmerican International Group, Inc. | Stock | 6,372 | $54.5 萬 | <0.1% | −4−0.1% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,626 | $55.2 萬 | <0.1% | −39−1.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 19,207 | $55.3 萬 | <0.1% | −2,024,419−99.1% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,539 | $55.6 萬 | <0.1% | −390−13.3% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,063 | $55.6 萬 | <0.1% | +89+4.5% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,746 | $55.9 萬 | <0.1% | −23−1.3% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 11,384 | $55.9 萬 | <0.1% | −1,698−13.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,264 | $56.0 萬 | <0.1% | −39−1.7% | 減碼 | 歷史 |
| iShares Tr464287812 | US CONSM STAPLES | 7,994 | $56.3 萬 | <0.1% | +7,223+936.8% | 加碼 | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 13,327 | $56.4 萬 | <0.1% | −555−4.0% | 減碼 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 9,524 | $56.6 萬 | <0.1% | −45,577−82.7% | 減碼 | – |
| HWMHowmet Aerospace Inc. | Stock | 3,052 | $56.8 萬 | <0.1% | +49+1.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,799 | $56.8 萬 | <0.1% | +506+15.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,881 | $56.9 萬 | <0.1% | −423−12.8% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,309 | $56.9 萬 | <0.1% | −37−1.6% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 52,795 | $57.3 萬 | <0.1% | +5,563+11.8% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 1,923 | $58.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 4,267 | $58.6 萬 | <0.1% | +1,128+35.9% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 3,478 | $58.7 萬 | <0.1% | +208+6.4% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 25,226 | $58.8 萬 | <0.1% | −66,015−72.4% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 8,074 | $59.1 萬 | <0.1% | −1,801−18.2% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,714 | $59.3 萬 | <0.1% | −13−0.5% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 9,561 | $60.1 萬 | <0.1% | +558+6.2% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,235 | $62.0 萬 | <0.1% | +159+14.8% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 2,137 | $62.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,720 | $62.3 萬 | <0.1% | +247+16.8% | 加碼 | – |
| CSXCSX Corp | Stock | 19,330 | $63.1 萬 | <0.1% | +3,712+23.8% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 7,273 | $63.9 萬 | <0.1% | +556+8.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 6,173 | $64.1 萬 | <0.1% | +185+3.1% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,261 | $64.1 萬 | <0.1% | −521,226−98.6% | 減碼 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 9,894 | $64.6 萬 | <0.1% | +2,592+35.5% | 加碼 | – |
| FICOFair Isaac Corp | COM | 354 | $64.7 萬 | <0.1% | −26−6.8% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,978 | $64.8 萬 | <0.1% | +190+10.6% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 4,351 | $66.0 萬 | <0.1% | +1,232+39.5% | 加碼 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 8,019 | $66.0 萬 | <0.1% | −6,791−45.9% | 減碼 | – |
| TTTrane Technologies plc | SHS | 1,508 | $66.0 萬 | <0.1% | +81+5.7% | 加碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 18,709 | $66.4 萬 | <0.1% | −1,281−6.4% | 減碼 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 8,241 | $66.9 萬 | <0.1% | −1,398−14.5% | 減碼 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 31,934 | $68.7 萬 | <0.1% | +3,512+12.4% | 加碼 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 16,925 | $69.4 萬 | <0.1% | +6,250+58.5% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 2,166 | $69.9 萬 | <0.1% | +241+12.5% | 加碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 16,325 | $70.3 萬 | <0.1% | 00.0% | 不變 | 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。
| 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 Services | COM | 2,186 | $37.3 萬 | <0.1% | 歷史 |
| SIGISelective Insurance Group Inc | COM | 1,491 | $13.6 萬 | <0.1% | 歷史 |
| IPARInterparfums Inc | COM | 1,029 | $11.7 萬 | <0.1% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 172 | $7.20 萬 | <0.1% | 歷史 |
| MUSAMurphy USA Inc. | COM | 125 | $5.90 萬 | <0.1% | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 547 | $2.70 萬 | <0.1% | – |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 157 | $1.00 萬 | <0.1% | – |
| RCSPIMCO Strategic Income Fund, Inc. | CEF | 1,499 | $9,000 | <0.1% | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 500 | $9,000 | <0.1% | 歷史 |
| BGTBlackRock Floating Rate Income Trust | COM | 700 | $9,000 | <0.1% | 歷史 |
| DMFBNY Mellon Municipal Income, Inc. | COM | 1,000 | $7,000 | <0.1% | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 218 | $5,000 | <0.1% | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 130 | $5,000 | <0.1% | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 300 | $5,000 | <0.1% | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 22 | $4,000 | <0.1% | 歷史 |
| MTGMgic Investment Corp | COM | 157 | $4,000 | <0.1% | 歷史 |
| OGSONE Gas, Inc. | COM | 37 | $3,000 | <0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 35 | $3,000 | <0.1% | – |
| CNMCore & Main, Inc. | CL A | 69 | $3,000 | <0.1% | 歷史 |
| NEUNewmarket Corp | COM | 6 | $3,000 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 38 | $3,000 | <0.1% | – |
| STSensata Technologies Holding plc | SHS | 83 | $2,000 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 67 | $2,000 | <0.1% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 29 | $2,000 | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 15 | $2,000 | <0.1% | – |
| iShares Tr464288273 | EAFE SML CP ETF | 28 | $2,000 | <0.1% | – |
| GANGAN Ltd | ORD SHS | 1,000 | $2,000 | <0.1% | 歷史 |
| PLUSEplus Inc | COM | 19 | $1,000 | <0.1% | 歷史 |
| FTREFortrea Holdings Inc. | COMMON STOCK | 184 | $1,000 | <0.1% | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 19 | $1,000 | <0.1% | 歷史 |
| BTUPeabody Energy Corp | COM | 83 | $1,000 | <0.1% | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 22 | $1,000 | <0.1% | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 87 | $1,000 | <0.1% | 歷史 |
| Amplify ETF Tr032108474 | ALTRNTV HARV ETF | 26 | $1,000 | <0.1% | – |