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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
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX696$3.70 萬<0.1%−293−29.6%減碼–
WHWyndham Hotels & Resorts, Inc.COM487$3.70 萬<0.1%−7,947−94.2%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF278$3.80 萬<0.1%−33−10.6%減碼–
iShares Tr464287515EXPANDED TECH364$3.80 萬<0.1%−63−14.8%減碼–
iShares Tr46435G326CORE MSCI INTL463$3.80 萬<0.1%+463新進–
GSKGSK plcADR797$3.90 萬<0.1%+21+2.7%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock612$3.90 萬<0.1%+612新進歷史
OSKOshkosh CorpCOM308$3.90 萬<0.1%+8+2.7%加碼歷史
iShares Tr4642886613 7 YR TREAS BD324$3.90 萬<0.1%+216+200.0%加碼–
First Tr Exchange-Traded Alp33735J101COM SHS468$4.00 萬<0.1%−106−18.5%減碼–
Ssga Active ETF Tr78467V707ST STR UL BD ETF985$4.00 萬<0.1%+9+0.9%加碼–
LWLamb Weston Holdings, Inc.Stock968$4.10 萬<0.1%+543+127.8%加碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT1,198$4.10 萬<0.1%+14+1.2%加碼–
PHINPhinia Inc.COMMON STOCK656$4.10 萬<0.1%−8−1.2%減碼歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF631$4.10 萬<0.1%+631新進–
SPDR Series Trust78468R556SP O&G EXPL PRO330$4.20 萬<0.1%−28−7.8%減碼–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY586$4.20 萬<0.1%−25−4.1%減碼–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD1,801$4.20 萬<0.1%+659+57.7%加碼–
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP1,900$4.20 萬<0.1%+41+2.2%加碼–
iShares Tr46434V613CORE UNIVRSL USD907$4.20 萬<0.1%+13+1.5%加碼–
DXCDXC Technology CoStock2,907$4.30 萬<0.1%−3,357−53.6%減碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK2,189$4.30 萬<0.1%−1,661−43.1%減碼歷史
KMPRKEMPER CorpCOM1,059$4.30 萬<0.1%+138+15.0%加碼歷史
iShares Inc464286814MSCI NETHERL ETF768$4.40 萬<0.1%−87−10.2%減碼–
UTLUnitil CorpCOM914$4.40 萬<0.1%+914新進歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF350$4.40 萬<0.1%00.0%不變–
NMLNeuberger Energy Infrastructure & Income Fund Inc.COM5,139$4.40 萬<0.1%+106+2.1%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A537$4.50 萬<0.1%+62+13.1%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF497$4.50 萬<0.1%+267+116.1%加碼–
ESEEsco Technologies IncCOM228$4.50 萬<0.1%00.0%不變歷史
KWRQuaker Chemical CorpCOM331$4.50 萬<0.1%−342−50.8%減碼歷史
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU2,315$4.60 萬<0.1%+16+0.7%加碼–
First Tr Exchng Traded FD VI33740U422FT VEST US EQUTY1,525$4.60 萬<0.1%+1,525新進–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20292,422$4.60 萬<0.1%+40+1.7%加碼–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF805$4.70 萬<0.1%+805新進–
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS920$4.70 萬<0.1%+920新進歷史
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 262,014$4.70 萬<0.1%+37+1.9%加碼–
iShares Tr464287796U.S. ENERGY ETF987$4.70 萬<0.1%+796+416.8%加碼–
FSCOFS Credit Opportunities Corp.COMMON STOCK7,509$4.70 萬<0.1%+2,127+39.5%加碼歷史
iShares Tr464288521CRE U S REIT ETF831$4.70 萬<0.1%+223+36.7%加碼–
ZGZillow Group, Inc.CL A689$4.70 萬<0.1%00.0%不變歷史
SOFISoFi Technologies, Inc.Stock1,819$4.80 萬<0.1%+662+57.2%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF365$4.80 萬<0.1%+2+0.6%加碼–
iShares Tr464287119MORNINGSTAR GRWT465$4.80 萬<0.1%+465新進–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB2,432$4.80 萬<0.1%+38+1.6%加碼–
SLGNSilgan Holdings IncCOM1,198$4.80 萬<0.1%+108+9.9%加碼歷史
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB2,454$4.80 萬<0.1%+37+1.5%加碼–
PIMCO ETF Tr72201R7830-5 HIGH YIELD516$4.90 萬<0.1%−1,421−73.4%減碼–
SPDR Series Trust78464A821ST STR SP400GRW535$4.90 萬<0.1%−138−20.5%減碼–
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 20272,159$4.90 萬<0.1%+40+1.9%加碼–
iShares Global Clean Energy ETF464288224ETF3,034$5.00 萬<0.1%−2,881−48.7%減碼–
iShares Tr464288281JPMORGAN USD EMG515$5.00 萬<0.1%+43+9.1%加碼–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE1,160$5.00 萬<0.1%+965+494.9%加碼–
DOCNDigitalOcean Holdings, Inc.COM1,035$5.00 萬<0.1%−4−0.4%減碼歷史
LILi Auto Inc.SPONSORED ADS2,948$5.00 萬<0.1%+17+0.6%加碼歷史
TPLTexas Pacific Land CorpStock180$5.20 萬<0.1%+84+87.5%加碼依 3 比 1 拆股換算歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF1,627$5.30 萬<0.1%+11+0.7%加碼–
FLEXFlex Ltd.Stock878$5.30 萬<0.1%00.0%不變歷史
iShares Tr464287275GBL COMM SVC ETF446$5.40 萬<0.1%+354+384.8%加碼–
SPDR Series Trust78468R101ST SHO TREAS ETF1,884$5.50 萬<0.1%−54−2.8%減碼–
APPAppLovin CorpCOM CL A81$5.50 萬<0.1%+81新進歷史
Flexshares Tr33939L506IBOXX 3R TARGT2,303$5.50 萬<0.1%+32+1.4%加碼–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,844$5.60 萬<0.1%+14+0.8%加碼–
KFYKorn FerryCOM NEW855$5.60 萬<0.1%+38+4.7%加碼歷史
WisdomTree Tr97717W844GLOB EX US QU FD1,356$5.60 萬<0.1%−3,635−72.8%減碼–
iShares Select Dividend ETF464287168ETF403$5.70 萬<0.1%+4+1.0%加碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,522$5.80 萬<0.1%−324−17.6%減碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF917$5.80 萬<0.1%+309+50.8%加碼–
iShares Inc464286632MSCI ISRAEL ETF527$5.80 萬<0.1%+452+602.7%加碼–
First Tr Exchange-Traded FD33738D309SENIOR LN FD1,278$5.90 萬<0.1%−1,983−60.8%減碼–
First Tr Exchng Traded FD VI33740U588VEST US EQUITY M1,716$5.90 萬<0.1%+1,716新進–
iShares Russell 2000 Growth ETF464287648ETF185$6.00 萬<0.1%−100−35.1%減碼–
MPMP Materials Corp.COM CL A1,186$6.00 萬<0.1%−30−2.5%減碼歷史
Innovator ETFs Trust45783Y541EQUITY DEF PROTN2,028$6.00 萬<0.1%+2,028新進–
iShares Tr46434V860TRS FLT RT BD1,188$6.00 萬<0.1%+15+1.3%加碼–
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN3,005$6.00 萬<0.1%+2,504+499.8%加碼–
NLYAnnaly Capital Management IncREIT2,743$6.10 萬<0.1%−582−17.5%減碼歷史
iShares Semiconductor ETF464287523ETF202$6.10 萬<0.1%+5+2.5%加碼–
Flexshares Tr33939L803M STAR DEV MKT652$6.10 萬<0.1%+9+1.4%加碼–
DOCHealthpeak Properties, Inc.COM3,810$6.10 萬<0.1%−3,828−50.1%減碼歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF1,638$6.20 萬<0.1%+3+0.2%加碼–
POOLPool CorpCOM272$6.20 萬<0.1%−94−25.7%減碼歷史
CRCCalifornia Resources CorpCOM STOCK1,420$6.30 萬<0.1%−1,568−52.5%減碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT823$6.30 萬<0.1%+13+1.6%加碼–
FERGFerguson Enterprises Inc.COMMON STOCK NEW281$6.30 萬<0.1%−19−6.3%減碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA1,250$6.30 萬<0.1%+1,250新進–
CPCanadian Pacific Kansas City LtdCOM859$6.30 萬<0.1%00.0%不變歷史
SRCE1st Source CorpCOM1,014$6.30 萬<0.1%+7+0.7%加碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF950$6.40 萬<0.1%+15+1.6%加碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT2,011$6.40 萬<0.1%+8+0.4%加碼–
VFCV F CorpStock3,585$6.50 萬<0.1%+117+3.4%加碼歷史
CMCanadian Imperial Bank of CommerceCOM722$6.50 萬<0.1%00.0%不變歷史
iShares Tr464288356CALIF MUN BD ETF1,126$6.50 萬<0.1%+18+1.6%加碼–
iShares Select U.S. REIT ETF464287564ETF1,127$6.70 萬<0.1%+694+160.3%加碼–
Invesco S&P 500 Quality ETF46137V241ETF890$6.70 萬<0.1%+610+217.9%加碼–
FCFSFirstCash Holdings, Inc.COM423$6.70 萬<0.1%+7+1.7%加碼歷史
SEMSelect Medical Holdings CorpCOM4,489$6.70 萬<0.1%−3,186−41.5%減碼歷史
LIILennox International IncCOM141$6.90 萬<0.1%+100+243.9%加碼歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR861$6.90 萬<0.1%−5,441−86.3%減碼–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF1,533$7.00 萬<0.1%−6,944−81.9%減碼–

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