跳到主要內容
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
MTCHMatch Group, Inc.COM3,802$12.3 萬<0.1%+852+28.9%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF879$12.4 萬<0.1%−128−12.7%減碼–
Fidelity MSCI Energy Index ETF316092402ETF5,041$12.5 萬<0.1%+5,003+13,165.8%加碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF2,174$12.6 萬<0.1%−616−22.1%減碼–
State Street SPDR NYSE Technology ETF78464A102ETF455$12.6 萬<0.1%−1,316−74.3%減碼–
MQYBlackRock Muniyield Quality Fund, Inc.COM11,193$12.6 萬<0.1%+56+0.5%加碼歷史
iShares Tr464287762US HLTHCARE ETF1,952$12.7 萬<0.1%+1,920+6,000.0%加碼–
BANDBandwidth Inc.COM CL A8,237$12.7 萬<0.1%−30−0.4%減碼歷史
ENBEnbridge IncStock2,681$12.8 萬<0.1%+953+55.2%加碼歷史
TWLOTwilio IncCL A903$12.8 萬<0.1%+151+20.1%加碼歷史
ASMLASML Holding NVADR121$12.9 萬<0.1%+4+3.4%加碼歷史
PATHUiPath, Inc.Stock7,929$13.0 萬<0.1%+1,041+15.1%加碼歷史
CRHCRH Public Ltd CoORD1,058$13.2 萬<0.1%−104−9.0%減碼歷史
HUBBHubbell IncCOM297$13.2 萬<0.1%+61+25.8%加碼歷史
First Tr Exchange-Traded Alp33734Y109COM SHS1,167$13.2 萬<0.1%+539+85.8%加碼–
SESea LtdSPONSORD ADS1,033$13.2 萬<0.1%+27+2.7%加碼歷史
First Tr Exchng Traded FD VI33740F466FT VEST U.S5,108$13.3 萬<0.1%+5,108新進–
iShares Tr464288851US OIL GS EX ETF1,506$13.4 萬<0.1%+906+151.0%加碼–
iShares Tr464288687PFD AND INCM SEC4,367$13.5 萬<0.1%−13,704−75.8%減碼–
ETEnergy Transfer LPCOM UT LTD PTN8,245$13.6 萬<0.1%+5,464+196.5%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF1,632$13.6 萬<0.1%+5+0.3%加碼–
BIDUBaidu, Inc.ADR1,049$13.7 萬<0.1%+107+11.4%加碼歷史
SNASnap-on IncCOM400$13.8 萬<0.1%+50+14.3%加碼歷史
WisdomTree Tr97717W869EUROPE SMCP DV1,919$13.8 萬<0.1%−220−10.3%減碼–
ODFLOld Dominion Freight Line, Inc.COM885$13.9 萬<0.1%+184+26.2%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE2,981$13.9 萬<0.1%+11+0.4%加碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF557$14.0 萬<0.1%+41+7.9%加碼–
CLSKCleanspark, Inc.COM NEW13,854$14.0 萬<0.1%+971+7.5%加碼歷史
HBNCHorizon Bancorp IncCOM8,281$14.0 萬<0.1%−904−9.8%減碼歷史
SHOPShopify Inc.Stock877$14.1 萬<0.1%−62−6.6%減碼歷史
UDRUDR, Inc.COM3,873$14.2 萬<0.1%+1,880+94.3%加碼歷史
INVHInvitation Homes Inc.COM5,226$14.5 萬<0.1%+3,985+321.1%加碼歷史
IFFInternational Flavors & Fragrances IncCOM2,150$14.5 萬<0.1%+1,487+224.3%加碼歷史
GLXYGalaxy Digital Inc.CL A6,531$14.6 萬<0.1%+397+6.5%加碼歷史
iShares Tr4642874407-10 YR TRSY BD1,517$14.6 萬<0.1%+914+151.6%加碼–
FFIVF5, Inc.Stock580$14.8 萬<0.1%−1−0.2%減碼歷史
WATWaters CorpCOM389$14.8 萬<0.1%+42+12.1%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F1,980$14.9 萬<0.1%−40−2.0%減碼–
UFPIUfp Industries IncCOM1,638$14.9 萬<0.1%−455−21.7%減碼歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY4,331$14.9 萬<0.1%+352+8.8%加碼–
SWSmurfit Westrock plcStock3,889$15.0 萬<0.1%+1,030+36.0%加碼歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC1,867$15.0 萬<0.1%−616−24.8%減碼–
MYIBlackRock Muniyield Quality Fund III, Inc.COM14,000$15.2 萬<0.1%00.0%不變歷史
CPNGCoupang, Inc.CL A6,500$15.3 萬<0.1%−25−0.4%減碼歷史
EXRExtra Space Storage Inc.COM1,186$15.4 萬<0.1%−7−0.6%減碼歷史
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT4,832$15.4 萬<0.1%−996−17.1%減碼–
NWSANews CorpCL A5,942$15.5 萬<0.1%−640−9.7%減碼歷史
MAAMid America Apartment Communities Inc.COM1,116$15.5 萬<0.1%+68+6.5%加碼歷史
PKGPackaging Corp of AmericaStock755$15.6 萬<0.1%−130−14.7%減碼歷史
IEXIdex CorpCOM879$15.6 萬<0.1%+285+48.0%加碼歷史
PNWPinnacle West Capital CorpCOM1,760$15.6 萬<0.1%+364+26.1%加碼歷史
REGRegency Centers CorpCOM2,281$15.7 萬<0.1%+472+26.1%加碼歷史
NWSNews CorpCL B5,305$15.7 萬<0.1%+435+8.9%加碼歷史
LKQLKQ CorpCOM5,246$15.8 萬<0.1%+4,033+332.5%加碼歷史
First Tr Exchng Traded FD VI33740F771FT VEST US3,380$16.1 萬<0.1%+3,380新進–
TAPMolson Coors Beverage CoCL B3,448$16.1 萬<0.1%+2,680+349.0%加碼歷史
AHRAmerican Healthcare REIT, Inc.COM SHS3,413$16.1 萬<0.1%−1,849−35.1%減碼歷史
EMNEastman Chemical CoStock2,548$16.3 萬<0.1%+2,036+397.7%加碼歷史
CPTCamden Property TrustREIT1,485$16.3 萬<0.1%+350+30.8%加碼歷史
PTCPTC Inc.Stock939$16.4 萬<0.1%+121+14.8%加碼歷史
RIOTRiot Platforms, Inc.COM12,942$16.4 萬<0.1%+579+4.7%加碼歷史
iShares Tr464288752US HOME CONS ETF1,715$16.5 萬<0.1%+918+115.2%加碼–
DECKDeckers Outdoor CorpCOM1,606$16.6 萬<0.1%+828+106.4%加碼歷史
BALLBALL CorpCOM3,152$16.7 萬<0.1%+1,330+73.0%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW1,665$16.8 萬<0.1%+357+27.3%加碼歷史
AMCRAmcor plcORD20,191$16.8 萬<0.1%+14,912+282.5%加碼歷史
CORZCore Scientific, Inc.COM11,717$17.1 萬<0.1%+748+6.8%加碼歷史
KMXCarMax IncCOM4,455$17.2 萬<0.1%+2,914+189.1%加碼歷史
CLXClorox CoStock1,724$17.4 萬<0.1%−1,952−53.1%減碼歷史
Franklin Templeton ETF Tr35473P827FTSE CANADA3,605$17.4 萬<0.1%+30+0.8%加碼–
CADECadence BancorporationEQUITY US CM4,096$17.5 萬<0.1%+30+0.7%加碼歷史
SAPSAP SEADR726$17.6 萬<0.1%−1,235−63.0%減碼歷史
COINCoinbase Global, Inc.COM CL A779$17.6 萬<0.1%+89+12.9%加碼歷史
CHDChurch & Dwight Co IncCOM2,116$17.7 萬<0.1%+610+40.5%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW2,247$17.9 萬<0.1%+892+65.8%加碼–
iShares Tr464288836U.S. PHARMA ETF2,110$17.9 萬<0.1%+1,308+163.1%加碼–
PSKYParamount Skydance CorpCOM CL B13,344$17.9 萬<0.1%+942+7.6%加碼歷史
EMEEMCOR Group, Inc.Stock294$18.0 萬<0.1%+36+14.0%加碼歷史
SNDKSandisk CorpCOM760$18.0 萬<0.1%+52+7.3%加碼歷史
ULUnilever PLCSPON ADR NEW2,746$18.0 萬<0.1%−282−9.3%減碼歷史
EPDEnterprise Products Partners L.P.Stock5,725$18.4 萬<0.1%+3,819+200.4%加碼歷史
XYZBlock, Inc.CL A2,841$18.5 萬<0.1%+679+31.4%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,084$18.7 萬<0.1%+570+37.6%加碼歷史
iShares Tr464287697U.S. UTILITS ETF1,722$18.7 萬<0.1%+152+9.7%加碼–
CFCF Industries Holdings, Inc.COM2,418$18.7 萬<0.1%+270+12.6%加碼歷史
PAYCPaycom Software, Inc.Stock1,178$18.8 萬<0.1%+307+35.2%加碼歷史
SBACSba Communications CorpCL A971$18.8 萬<0.1%+131+15.6%加碼歷史
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL1,259$18.9 萬<0.1%+14+1.1%加碼–
iShares Tr464288737GLB CNSM STP ETF2,921$18.9 萬<0.1%+2,205+308.0%加碼–
IPInternational Paper CoCOM4,803$18.9 萬<0.1%−116−2.4%減碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID6,267$19.0 萬<0.1%−16−0.3%減碼–
TYLTyler Technologies IncCOM423$19.2 萬<0.1%+118+38.7%加碼歷史
FOXFox CorpCL B COM2,953$19.2 萬<0.1%+238+8.8%加碼歷史
LNTAlliant Energy CorpStock2,982$19.4 萬<0.1%+452+17.9%加碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN5,462$19.4 萬<0.1%+623+12.9%加碼–
HPQHP IncStock8,737$19.5 萬<0.1%−764−8.0%減碼歷史
AXONAxon Enterprise, Inc.COM344$19.5 萬<0.1%+56+19.4%加碼歷史
TGTTarget CorpStock2,003$19.6 萬<0.1%+1,087+118.7%加碼歷史
HSTHost Hotels & Resorts, Inc.COM11,113$19.7 萬<0.1%+1,920+20.9%加碼歷史
APOApollo Global Management, Inc.COM1,360$19.7 萬<0.1%+1,000+277.8%加碼歷史

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