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Livermore
Livermore
中文EN

CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

2025 年第 4 季持倉

持倉截至 2025/12/31，2026/2/2 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
1,517
較 2025 年第 3 季 +142
總值
$33.5 億
較 2025 年第 3 季 +$5,888 萬 (+1.8%)
申報日
2026/2/2
SEC
CX Institutional 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A7$1,000<0.1%−7−50.0%減碼歷史
Amplify ETF Tr032108524CWP GROWTH & INC40$1,000<0.1%+40新進–
BOILProShares Trust IIETF30$1,000<0.1%+30新進歷史
REZIResideo Technologies, Inc.Stock54$2,000<0.1%−55−50.5%減碼歷史
DJTTrump Media & Technology Group Corp.Stock149$2,000<0.1%00.0%不變歷史
BUDAnheuser-Busch InBev SA/NVADR35$2,000<0.1%+5+16.7%加碼歷史
CBSHCommerce Bancshares IncStock38$2,000<0.1%+1+2.7%加碼歷史
CNXCConcentrix CorpStock42$2,000<0.1%+14+50.0%加碼歷史
AEMAgnico Eagle Mines LtdStock9$2,000<0.1%+9新進歷史
TFPMTriple Flag Precious Metals Corp.Stock50$2,000<0.1%+50新進歷史
Global X FDS37954Y715RBTCS ARTFL INTE56$2,000<0.1%00.0%不變–
iShares Tr464287390LATN AMER 40 ETF55$2,000<0.1%+55新進–
RHPRyman Hospitality Properties, Inc.COM23$2,000<0.1%+23新進歷史
CENXCentury Aluminum CoCOM62$2,000<0.1%+62新進歷史
INGRIngredion IncCOM16$2,000<0.1%−147−90.2%減碼歷史
STRLSterling Infrastructure, Inc.COM5$2,000<0.1%+5新進歷史
RPRXRoyalty Pharma plcSHS CLASS A52$2,000<0.1%00.0%不變歷史
ULSUL Solutions Inc.CLASS A COM SHS25$2,000<0.1%+25新進歷史
USFDUS Foods Holding Corp.COM21$2,000<0.1%−43−67.2%減碼歷史
American Centy ETF Tr025072364INTERNATIONAL LR31$2,000<0.1%+31新進–
CPKChesapeake Utilities CorpCOM13$2,000<0.1%+13新進歷史
GIIIG III Apparel Group LtdCOM84$2,000<0.1%−671−88.9%減碼歷史
MSDLMorgan Stanley Direct Lending FundCOM SHS100$2,000<0.1%+100新進歷史
ALNYAlnylam Pharmaceuticals, Inc.COM5$2,000<0.1%+5新進歷史
MFGMizuho Financial Group IncSPONSORED ADR320$2,000<0.1%00.0%不變歷史
GRALGRAIL, Inc.COM25$2,000<0.1%00.0%不變歷史
FFBCFirst Financial BancorpCOM88$2,000<0.1%+88新進歷史
PRDOPerdoceo Education CorpCOM81$2,000<0.1%−81−50.0%減碼歷史
CSWCCapital Southwest CorpCOM100$2,000<0.1%+100新進歷史
BMRNBiomarin Pharmaceutical IncCOM28$2,000<0.1%+28新進歷史
WCCWesco International IncCOM9$2,000<0.1%+9新進歷史
INGING Groep NVSPONSORED ADR84$2,000<0.1%+30+55.6%加碼歷史
American Centy ETF Tr025072372EMERGING MKT VAL34$2,000<0.1%+34新進–
THGHanover Insurance Group, Inc.COM11$2,000<0.1%+11新進歷史
NYTNew York Times CoCL A24$2,000<0.1%+24新進歷史
iShares Inc464286533MSCI EMERG MRKT25$2,000<0.1%+25新進–
SSDSimpson Manufacturing Co., Inc.COM13$2,000<0.1%−14−51.9%減碼歷史
FDUSFidus Investment CorpCOM88$2,000<0.1%+88新進歷史
IDAIdacorp IncCOM15$2,000<0.1%+15新進歷史
LECOLincoln Electric Holdings IncCOM9$2,000<0.1%+9新進歷史
AAPAdvance Auto Parts IncCOM41$2,000<0.1%−53−56.4%減碼歷史
UCBUnited Community Banks IncCOM64$2,000<0.1%+64新進歷史
American Centy ETF Tr025072802INTL SMCP VLU24$2,000<0.1%+24新進–
MTDRMatador Resources CoCOM40$2,000<0.1%+40新進歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA41$2,000<0.1%+41新進–
TRUTransUnionCOM20$2,000<0.1%+20新進歷史
SOBOSouth Bow CorpCOM70$2,000<0.1%+12+20.7%加碼歷史
YELPYelp IncCL A60$2,000<0.1%−484−89.0%減碼歷史
BCSBarclays PLCADR90$2,000<0.1%+37+69.8%加碼歷史
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM15$2,000<0.1%+15新進歷史
DNPDNP Select Income Fund IncCOM208$2,000<0.1%00.0%不變歷史
MGAMagna International IncCOM29$2,000<0.1%+29新進歷史
PRGOPERRIGO Co plcSHS114$2,000<0.1%+114新進歷史
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN24$2,000<0.1%−243−91.0%減碼–
TEITempleton Emerging Markets Income FundCOM309$2,000<0.1%+7+2.3%加碼歷史
HESMHess Midstream LPCL A SHS70$2,000<0.1%+70新進歷史
STWDStarwood Property Trust, Inc.COM111$2,000<0.1%+2+1.8%加碼歷史
CFRCullen/Frost Bankers, Inc.COM14$2,000<0.1%00.0%不變歷史
YOUClear Secure, Inc.COM CL A62$2,000<0.1%+62新進歷史
KLICKulicke & Soffa Industries IncCOM40$2,000<0.1%+40新進歷史
WisdomTree Tr97717W281EMG MKTS SMCAP29$2,000<0.1%−1,148−97.5%減碼–
CHEChemed CorpCOM5$2,000<0.1%+5新進歷史
TRNOTerreno Realty CorpCOM26$2,000<0.1%+26新進歷史
OWLBlue Owl Capital Inc.COM CL A146$2,000<0.1%+146新進歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS10$2,000<0.1%+10新進歷史
HXLHexcel CorpCOM21$2,000<0.1%+21新進歷史
BWXTBWX Technologies, Inc.COM11$2,000<0.1%+11新進歷史
UTFCohen & Steers Infrastructure Fund IncCOM100$2,000<0.1%+100新進歷史
ELMEElme CommunitiesSH BEN INT106$2,000<0.1%+1+1.0%加碼歷史
FRMIFermi Inc.COM200$2,000<0.1%+200新進歷史
LPTHLightpath Technologies IncCOM CL A150$2,000<0.1%+150新進歷史
ALSumisho Air Lease CorpCL A36$2,000<0.1%+36新進歷史
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER42$2,000<0.1%00.0%不變–
iShares Tr464289123NEW ZEALAND ETF43$2,000<0.1%−45−51.1%減碼–
GLADGladstone Capital CorpCEF100$2,000<0.1%+100新進歷史
SNAPSnap IncStock361$3,000<0.1%+361新進歷史
KDKyndryl Holdings, Inc.Stock106$3,000<0.1%+10+10.4%加碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF102$3,000<0.1%−8−7.3%減碼–
Schwab Fundamental International Small Equity ETF808524748ETF78$3,000<0.1%+3+4.0%加碼–
RGLDRoyal Gold IncStock14$3,000<0.1%+14新進歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF18$3,000<0.1%+18新進–
CUBECubeSmartREIT70$3,000<0.1%−442−86.3%減碼歷史
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF121$3,000<0.1%−1,397−92.0%減碼–
BSYBentley Systems IncCOM CL B83$3,000<0.1%+83新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR142$3,000<0.1%00.0%不變歷史
BlackRock ETF Trust09290C699ISHARES DEFENSE100$3,000<0.1%+100新進–
TNLTravel & Leisure Co.COM36$3,000<0.1%+36新進歷史
VOYAVoya Financial, Inc.COM36$3,000<0.1%−295−89.1%減碼歷史
EQXEquinox Gold Corp.COM200$3,000<0.1%+200新進歷史
iShares Tr46435G334MSCI UK ETF NEW70$3,000<0.1%−70−50.0%減碼–
HLNEHamilton Lane INCCL A24$3,000<0.1%+24新進歷史
BFHBread Financial Holdings, Inc.COM45$3,000<0.1%−361−88.9%減碼歷史
IXOrix CorpSPONSORED ADR95$3,000<0.1%+45+90.0%加碼歷史
COLDAmericold Realty TrustCOM256$3,000<0.1%+4+1.6%加碼歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET15$3,000<0.1%+15新進歷史
iShares Tr46434V647GLOBAL REIT ETF115$3,000<0.1%−463−80.1%減碼–
BJBJ's Wholesale Club Holdings, Inc.COM29$3,000<0.1%−1−3.3%減碼歷史
Capital Group Global Equity14020R107SHS107$3,000<0.1%+107新進–
LFUSLittelfuse IncCOM11$3,000<0.1%+11新進歷史
LPLALPL Financial Holdings Inc.COM7$3,000<0.1%+7新進歷史

2025 年第 3 季之後清倉（84 檔）

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

CX Institutional 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
COOPMaverick Merger Sub 2, LLCCOM14,151$298.3 萬0.1%歷史
BRK.ABerkshire Hathaway IncCL A2$150.8 萬<0.1%歷史
KKellanovaStock5,339$43.8 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM9,593$26.8 萬<0.1%歷史
iShares Tr46434V274INTL EQTY FACTOR6,783$24.4 萬<0.1%–
iShares Tr46432F859CORE 1 5 YR USD2,390$11.7 萬<0.1%–
LNWOLight & Wonder, Inc.COM1,000$8.40 萬<0.1%歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF1,001$7.20 萬<0.1%–
DSLDoubleLine Income Solutions FundCOM5,146$6.30 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR759$4.80 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY2,059$4.70 萬<0.1%–
DOCUDocuSign, Inc.Stock596$4.30 萬<0.1%歷史
WisdomTree Tr97717W802ITL HIGH DIV FD873$4.30 萬<0.1%–
iShares U.S. Treasury Bond ETF46429B267ETF1,630$3.80 萬<0.1%–
HBIHanesbrands Inc.COM5,841$3.80 萬<0.1%歷史
UTGReaves Utility Income FundCOM SH BEN INT920$3.60 萬<0.1%歷史
RMTRoyce Micro-Cap Trust, Inc.COM3,222$3.30 萬<0.1%歷史
SILASila Realty Trust, Inc.COMMON STOCK1,258$3.20 萬<0.1%歷史
COLMColumbia Sportswear CoCOM589$3.10 萬<0.1%歷史
ALEAllete IncCOM NEW445$3.00 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB1,366$2.80 萬<0.1%–
ERHAllspring Utilities & High Income FundWF UTILITIES INC2,220$2.70 萬<0.1%歷史
ProShares Tr74347R685PSHS ULTRA UTIL266$2.40 萬<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF998$2.30 萬<0.1%–
Schwab Strategic Tr808524672INTERNL DIVID807$2.30 萬<0.1%–
NADNuveen Quality Municipal Income FundCOM1,930$2.30 萬<0.1%歷史
THQabrdn Healthcare Opportunities FundSHS1,345$2.30 萬<0.1%歷史
NMZNuveen Municipal High Income Opportunity FundCOM2,065$2.20 萬<0.1%歷史
PFNPIMCO Income Strategy Fund IICOM2,740$2.10 萬<0.1%歷史
VanEck ETF Trust92189F171GREEN BOND ETF836$2.00 萬<0.1%–
ProShares Tr74348A467S&P 500 DV ARIST198$2.00 萬<0.1%–
SPDR Index Shs FDS78463X848ST STR ACWI ETF552$1.90 萬<0.1%–
Vanguard S&P 500 Value ETF921932703ETF88$1.80 萬<0.1%–
OHIOmega Healthcare Investors IncCOM415$1.80 萬<0.1%歷史
Vanguard World FD921910840MEGA CAP VAL ETF123$1.70 萬<0.1%–
SORSource CapitalCEF378$1.70 萬<0.1%歷史
PKSTPeakstone Realty TrustCommon Stock1,228$1.60 萬<0.1%歷史
BDCBelden Inc.COM124$1.50 萬<0.1%歷史
PGZPrincipal Real Estate Income FundSHS BEN INT1,445$1.50 萬<0.1%歷史
iShares Inc464286426MSCI EM ASIA ETF149$1.40 萬<0.1%–
RCSPIMCO Strategic Income Fund, Inc.CEF1,710$1.30 萬<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF151$1.30 萬<0.1%–
RBB FD Inc74933W601MOTLEY FOL ETF149$1.10 萬<0.1%–
iShares Tr464289875CORE 40 MODE ETF234$1.10 萬<0.1%–
MAINMain Street Capital CORPCEF156$1.00 萬<0.1%歷史
VanEck ETF Trust92189F411BDC INCOME ETF637$1.00 萬<0.1%–
iShares Inc46434G830MSCI ITALY ETF186$1.00 萬<0.1%–
Goldman Sachs ETF Tr381430545HEDGE IND ETF60$9,000<0.1%–
HELEHelen of Troy LtdStock300$8,000<0.1%歷史
APPSDigital Turbine, Inc.COM NEW1,185$8,000<0.1%歷史
CGBDCarlyle Secured Lending, Inc.COM601$8,000<0.1%歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100235$8,000<0.1%–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG390$8,000<0.1%–
SPDR Series Trust78468R804ST STR R1K LOWV41$7,000<0.1%–
SMSM Energy CoCOM275$7,000<0.1%歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50118$7,000<0.1%–
GESGuess IncCOM270$5,000<0.1%歷史
iShares Core MSCI Europe ETF46434V738ETF62$4,000<0.1%–
CUZCousins Properties IncCOM NEW147$4,000<0.1%歷史
FATEFate Therapeutics IncCOM2,817$4,000<0.1%歷史
HSIIHeidrick & Struggles International IncCOM74$4,000<0.1%歷史
GPIGroup 1 Automotive IncCOM7$3,000<0.1%歷史
TFXTeleflex IncCOM23$3,000<0.1%歷史
DNUTKrispy Kreme, Inc.COM700$3,000<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR34$3,000<0.1%歷史
PIIPolaris Inc.Stock30$2,000<0.1%歷史
FMCFMC CorpCOM NEW58$2,000<0.1%歷史
SQFTPresidio Property Trust, Inc.COM CL A464$2,000<0.1%歷史
ETHEGrayscale Ethereum Staking ETFETF32$1,000<0.1%歷史
GBTCGrayscale Bitcoin Trust ETFETF14$1,000<0.1%歷史
NWLNewell Brands Inc.Stock215$1,000<0.1%歷史
NMAXNewsmax Inc.Stock49$1,000<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE12$1,000<0.1%歷史
HUBSHubSpot IncCOM2$1,000<0.1%歷史
FLUTFlutter Entertainment plcSHS2$1,000<0.1%歷史
HRBH&R Block IncCOM28$1,000<0.1%歷史
CNQCanadian Natural Resources LtdCOM30$1,000<0.1%歷史
BLBDBlue Bird CorpCOM10$1,000<0.1%歷史
EQNREquinor ASASPONSORED ADR23$1,000<0.1%歷史
WPPWPP plcADR20$1,000<0.1%歷史
DBRGDigitalBridge Group, Inc.CL A NEW83$1,000<0.1%歷史
MANManpowerGroup Inc.COM26$1,000<0.1%歷史
WNCWabash National CorpCOM57$1,000<0.1%歷史
ODPODP CorpCOM40$1,000<0.1%歷史