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Livermore
Livermore
中文EN

CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/10/23 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
1,375
較 2025 年第 2 季 +162
總值
$32.9 億
較 2025 年第 2 季 +$4.26 億 (+14.9%)
申報日
2025/10/23
SEC
CX Institutional 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464287325GLOB HLTHCRE ETF447$4.00 萬<0.1%−4,871−91.6%減碼–
Ssga Active ETF Tr78467V707ST STR UL BD ETF976$4.00 萬<0.1%+4+0.4%加碼–
iShares S&P Small-Cap 600 Value ETF464287879ETF368$4.10 萬<0.1%+169+84.9%加碼–
iShares Tr464288513IBOXX HI YD ETF500$4.10 萬<0.1%−28−5.3%減碼–
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP1,859$4.10 萬<0.1%+1,859新進–
IFFInternational Flavors & Fragrances IncCOM663$4.10 萬<0.1%−594−47.3%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD894$4.20 萬<0.1%+3+0.3%加碼–
DOCUDocuSign, Inc.Stock596$4.30 萬<0.1%+586+5,860.0%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY611$4.30 萬<0.1%−12−1.9%減碼–
WisdomTree Tr97717W802ITL HIGH DIV FD873$4.30 萬<0.1%+873新進–
iShares Tr464287291GLOBAL TECH ETF414$4.30 萬<0.1%−994−70.6%減碼–
AMCRAmcor plcORD5,279$4.30 萬<0.1%−4,760−47.4%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF311$4.40 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF350$4.40 萬<0.1%+350新進–
NMLNeuberger Energy Infrastructure & Income Fund Inc.COM5,033$4.40 萬<0.1%+33+0.7%加碼歷史
iShares Tr464288281JPMORGAN USD EMG472$4.50 萬<0.1%+2+0.4%加碼–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20292,382$4.50 萬<0.1%+2,382新進–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 261,977$4.60 萬<0.1%+1,977新進–
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU2,299$4.60 萬<0.1%+5+0.2%加碼–
iShares Tr464288737GLB CNSM STP ETF716$4.60 萬<0.1%−4,130−85.2%減碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF363$4.70 萬<0.1%+134+58.5%加碼–
SPDR Series Trust78468R556SP O&G EXPL PRO358$4.70 萬<0.1%−2,747−88.5%減碼–
BAHBooz Allen Hamilton Holding CorpCL A475$4.70 萬<0.1%+19+4.2%加碼歷史
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB2,394$4.70 萬<0.1%+2,394新進–
SLGNSilgan Holdings IncCOM1,090$4.70 萬<0.1%+46+4.4%加碼歷史
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB2,417$4.70 萬<0.1%+2,417新進–
EPAMEPAM Systems, Inc.COM312$4.70 萬<0.1%−145−31.7%減碼歷史
KMPRKEMPER CorpCOM921$4.70 萬<0.1%+60+7.0%加碼歷史
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY2,059$4.70 萬<0.1%+2,059新進–
First Tr Exchange-Traded Alp33735J101COM SHS574$4.80 萬<0.1%+574新進–
ETEnergy Transfer LPCOM UT LTD PTN2,781$4.80 萬<0.1%00.0%不變歷史
ESEEsco Technologies IncCOM228$4.80 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM360$4.80 萬<0.1%+360新進歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR759$4.80 萬<0.1%+2+0.3%加碼–
NVRNVR IncCOM6$4.80 萬<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 20272,119$4.80 萬<0.1%+2,119新進–
Vanguard Short-Term Bond ETF921937827ETF625$4.90 萬<0.1%+66+11.8%加碼–
iShares Tr464287515EXPANDED TECH427$4.90 萬<0.1%+427新進–
ARK ETF Tr00214Q609ISRAEL INOVATE1,674$4.90 萬<0.1%00.0%不變–
TKOTKO Group Holdings, Inc.CL A243$4.90 萬<0.1%+243新進歷史
VFCV F CorpStock3,468$5.00 萬<0.1%00.0%不變歷史
iShares Inc464286814MSCI NETHERL ETF855$5.00 萬<0.1%−1,437−62.7%減碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF1,616$5.10 萬<0.1%+270+20.1%加碼–
DASHDoorDash, Inc.Stock188$5.10 萬<0.1%+183+3,660.0%加碼歷史
FLEXFlex Ltd.Stock878$5.10 萬<0.1%00.0%不變歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX989$5.10 萬<0.1%+989新進–
ZGZillow Group, Inc.CL A689$5.10 萬<0.1%00.0%不變歷史
SHELShell plcADR733$5.20 萬<0.1%−378−34.0%減碼歷史
EXEExpand Energy CorpCOM485$5.20 萬<0.1%+485新進歷史
iShares Semiconductor ETF464287523ETF197$5.30 萬<0.1%−1,713−89.7%減碼–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,830$5.50 萬<0.1%+228+14.2%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF817$5.50 萬<0.1%+520+175.1%加碼–
Flexshares Tr33939L506IBOXX 3R TARGT2,271$5.50 萬<0.1%+2,271新進–
iShares Tr464288851US OIL GS EX ETF600$5.60 萬<0.1%−107−15.1%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD697$5.60 萬<0.1%+444+175.5%加碼–
iShares Select Dividend ETF464287168ETF399$5.70 萬<0.1%+1+0.3%加碼–
Flexshares Tr33939L803M STAR DEV MKT643$5.70 萬<0.1%+643新進–
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF228$5.70 萬<0.1%+228新進–
SPDR Series Trust78468R101ST SHO TREAS ETF1,938$5.70 萬<0.1%+2+0.1%加碼–
KFYKorn FerryCOM NEW817$5.70 萬<0.1%−22−2.6%減碼歷史
ALGNAlign Technology IncCOM456$5.70 萬<0.1%−440−49.1%減碼歷史
CMCanadian Imperial Bank of CommerceCOM722$5.80 萬<0.1%+542+301.1%加碼歷史
Strategy Shs86280R811EVEN HIGH DI ETF2,178$5.80 萬<0.1%+2,178新進–
iShares Tr464288836U.S. PHARMA ETF802$5.80 萬<0.1%+773+2,665.5%加碼–
iShares Tr4642874407-10 YR TRSY BD603$5.80 萬<0.1%+504+509.1%加碼–
iShares Tr46434V860TRS FLT RT BD1,173$5.90 萬<0.1%00.0%不變–
EPDEnterprise Products Partners L.P.Stock1,906$6.00 萬<0.1%+277+17.0%加碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF935$6.10 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V765INTL HIGH PROFIT2,003$6.10 萬<0.1%+2,003新進–
American Centy ETF Tr025072604AVANTIS EMGMKT810$6.10 萬<0.1%+810新進–
Dimensional ETF Trust25434V831US HIGH PROF ETF1,635$6.20 萬<0.1%+1,635新進–
SPDR Series Trust78464A821ST STR SP400GRW673$6.20 萬<0.1%−23−3.3%減碼–
SRCE1st Source CorpCOM1,007$6.20 萬<0.1%00.0%不變歷史
iShares Tr464288356CALIF MUN BD ETF1,108$6.30 萬<0.1%+1,108新進–
DSLDoubleLine Income Solutions FundCOM5,146$6.30 萬<0.1%+5,146新進歷史
LULUlululemon athletica inc.Stock357$6.40 萬<0.1%+119+50.0%加碼歷史
CPCanadian Pacific Kansas City LtdCOM859$6.40 萬<0.1%00.0%不變歷史
FCFSFirstCash Holdings, Inc.COM416$6.60 萬<0.1%−18−4.1%減碼歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF725$6.60 萬<0.1%+725新進–
Dimensional ETF Trust25434V807INTERNATNAL VAL1,434$6.60 萬<0.1%+1,434新進–
NLYAnnaly Capital Management IncREIT3,325$6.70 萬<0.1%+3,325新進歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK1,846$6.70 萬<0.1%−204−10.0%減碼–
FERGFerguson Enterprises Inc.COMMON STOCK NEW300$6.70 萬<0.1%+297+9,900.0%加碼歷史
CUBICustomers Bancorp, Inc.COM1,024$6.70 萬<0.1%+1,024新進歷史
WisdomTree Tr97717W281EMG MKTS SMCAP1,177$6.70 萬<0.1%+1,177新進–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM3,003$6.80 萬<0.1%+3,003新進歷史
First Tr Exchange-Traded Alp33734Y109COM SHS628$6.80 萬<0.1%+628新進–
LNCLincoln National CorpCOM1,685$6.80 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF622$6.90 萬<0.1%+616+10,266.7%加碼–
KMXCarMax IncCOM1,541$6.90 萬<0.1%−2,135−58.1%減碼歷史
iShares Tr464287812US CONSM STAPLES1,002$6.90 萬<0.1%−6,992−87.5%減碼–
TTETotalEnergies SESPONSORED ADS1,151$6.90 萬<0.1%00.0%不變歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT1,589$7.00 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN448$7.00 萬<0.1%+448新進–
iShares Tr46434V449MSCI INTL MOMENT1,459$7.00 萬<0.1%+1,459新進–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV533$7.10 萬<0.1%+533新進–
Invesco Exchange Traded FD T46137V142WATER RES ETF1,001$7.20 萬<0.1%+1+0.1%加碼–
FSKFS KKR Capital CorpCOM4,834$7.20 萬<0.1%00.0%不變歷史
UDRUDR, Inc.COM1,993$7.40 萬<0.1%−1,080−35.1%減碼歷史
LILi Auto Inc.SPONSORED ADS2,931$7.40 萬<0.1%+257+9.6%加碼歷史

2025 年第 2 季之後清倉（28 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

CX Institutional 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
JNPRJuniper Networks IncCOM13,319$53.2 萬<0.1%歷史
HESHess CorpStock2,793$38.7 萬<0.1%歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT27,200$32.4 萬<0.1%歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF19,500$23.3 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM18,292$21.0 萬<0.1%歷史
ANSSAnsys IncCOM586$20.6 萬<0.1%歷史
OIAInvesco Municipal Income Opportunities TrustCOM30,200$17.4 萬<0.1%歷史
Paramount Global92556H206CL B12,845$16.6 萬<0.1%–
KTFDWS Municipal Income TrustCOM11,400$10.1 萬<0.1%歷史
AFBAlliancebernstein National Municipal Income FundCOM7,500$7.70 萬<0.1%歷史
PEGAPegasystems IncCOM1,406$7.60 萬<0.1%歷史
CMUMFS High Yield Municipal TrustSH BEN INT14,000$4.70 萬<0.1%歷史
RPMRPM International IncCOM383$4.20 萬<0.1%歷史
AIC3.ai, Inc.Stock1,416$3.50 萬<0.1%歷史
MSEXMiddlesex Water CoCOM600$3.30 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL454$2.30 萬<0.1%–
VGMInvesco Trust for Investment Grade MunicipalsCOM2,399$2.30 萬<0.1%歷史
LCIILci IndustriesCOM200$1.80 萬<0.1%歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF503$1.70 萬<0.1%–
CHXChampionX CorpCOM400$1.00 萬<0.1%歷史
KLGWK Kellogg CoCOM551$9,000<0.1%歷史
CLOVClover Health Investments, Corp.COM CL A2,129$6,000<0.1%歷史
Amplify ETF Tr032108805AMPLIFY LITHIUM384$4,000<0.1%–
SNAPSnap IncStock329$3,000<0.1%歷史
NVAXNovavax IncCOM NEW460$3,000<0.1%歷史
ENVXEnovix CorpCOM50$1,000<0.1%歷史
BNTXBioNTech SESPONSORED ADS5$1,000<0.1%歷史
SHYFShyft Group, Inc.COM78$1,000<0.1%歷史