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CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/6 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
1,547
較 2025 年第 4 季 +30
總值
$32.8 億
較 2025 年第 4 季 −$7,471 萬 (−2.2%)
申報日
2026/4/6
SEC
CX Institutional 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF25$1,000<0.1%00.0%不變–
SBRASabra Health Care REIT, Inc.REIT62$1,000<0.1%00.0%不變歷史
MDUMdu Resources Group IncStock67$1,000<0.1%00.0%不變歷史
VNTVontier CorpStock40$1,000<0.1%00.0%不變歷史
OGNOrganon & Co.Stock192$1,000<0.1%+1+0.5%加碼歷史
KDKyndryl Holdings, Inc.Stock96$1,000<0.1%−10−9.4%減碼歷史
KNFKnife River CorpStock16$1,000<0.1%00.0%不變歷史
BBarrick Mining CorpStock30$1,000<0.1%+30新進歷史
CNXCConcentrix CorpStock28$1,000<0.1%−14−33.3%減碼歷史
iShares MSCI India ETF46429B598ETF11$1,000<0.1%00.0%不變–
CLSCelestica IncStock5$1,000<0.1%00.0%不變歷史
SYMSymbotic Inc.Stock25$1,000<0.1%00.0%不變歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock12$1,000<0.1%00.0%不變歷史
ALABAstera Labs, Inc.Stock13$1,000<0.1%+13新進歷史
CUBECubeSmartREIT17$1,000<0.1%−53−75.7%減碼歷史
FULFuller H B CoStock13$1,000<0.1%00.0%不變歷史
BITBBitwise Bitcoin ETFSHS BEN INT30$1,000<0.1%00.0%不變歷史
RCReady Capital CorpCOM545$1,000<0.1%+2+0.4%加碼歷史
TXRHTexas Roadhouse, Inc.COM4$1,000<0.1%+4新進歷史
HOMBHome Bancshares IncCOM33$1,000<0.1%−114−77.6%減碼歷史
AEVAAeva Technologies, Inc.COM NEW50$1,000<0.1%00.0%不變歷史
THOThor Industries IncCOM12$1,000<0.1%00.0%不變歷史
CPKChesapeake Utilities CorpCOM7$1,000<0.1%−6−46.2%減碼歷史
WCNWaste Connections, Inc.COM5$1,000<0.1%00.0%不變歷史
AERAerCap Holdings N.V.SHS4$1,000<0.1%00.0%不變歷史
ALNYAlnylam Pharmaceuticals, Inc.COM4$1,000<0.1%−1−20.0%減碼歷史
SFStifel Financial CorpCOM14$1,000<0.1%+14新進歷史
GRALGRAIL, Inc.COM25$1,000<0.1%00.0%不變歷史
Fidelity Covington Trust316092352BLUE CHIP GRWTH13$1,000<0.1%00.0%不變–
Franklin ETF Tr353506108SHRT DUR US GOVT16$1,000<0.1%00.0%不變–
TNLTravel & Leisure Co.COM17$1,000<0.1%−19−52.8%減碼歷史
EPREpr PropertiesCOM SH BEN INT18$1,000<0.1%+1+5.9%加碼歷史
INGING Groep NVSPONSORED ADR54$1,000<0.1%−30−35.7%減碼歷史
EXPOExponent IncCOM12$1,000<0.1%−6−33.3%減碼歷史
CTRECareTrust REIT, Inc.COM25$1,000<0.1%00.0%不變歷史
ARWArrow Electronics, Inc.COM6$1,000<0.1%00.0%不變歷史
WSOWatsco IncCOM4$1,000<0.1%00.0%不變歷史
iShares Inc464286772MSCI STH KOR ETF9$1,000<0.1%00.0%不變–
MDGLMadrigal Pharmaceuticals, Inc.COM2$1,000<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR50$1,000<0.1%−45−47.4%減碼歷史
LECOLincoln Electric Holdings IncCOM6$1,000<0.1%−3−33.3%減碼歷史
PSMTPricesmart IncCOM7$1,000<0.1%−5−41.7%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL18$1,000<0.1%+18新進–
BFAMBright Horizons Family Solutions Inc.COM12$1,000<0.1%00.0%不變歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF12$1,000<0.1%00.0%不變–
MTDRMatador Resources CoCOM21$1,000<0.1%−19−47.5%減碼歷史
BLBDBlue Bird CorpCOM10$1,000<0.1%+10新進歷史
BCSBarclays PLCADR53$1,000<0.1%−37−41.1%減碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF56$1,000<0.1%00.0%不變–
IBNIcici Bank LtdADR40$1,000<0.1%00.0%不變歷史
CHKPCheck Point Software Technologies LtdORD7$1,000<0.1%00.0%不變歷史
CHHChoice Hotels International IncCOM11$1,000<0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF5$1,000<0.1%+5新進–
TEITempleton Emerging Markets Income FundCOM110$1,000<0.1%−199−64.4%減碼歷史
iShares Tr464288174GL TIMB FORE ETF14$1,000<0.1%00.0%不變–
KFYKorn FerryCOM NEW8$1,000<0.1%−847−99.1%減碼歷史
SITESiteOne Landscape Supply, Inc.COM8$1,000<0.1%00.0%不變歷史
Capital Group Conservative E14020U100SHS43$1,000<0.1%00.0%不變–
YOUClear Secure, Inc.COM CL A30$1,000<0.1%−32−51.6%減碼歷史
KLICKulicke & Soffa Industries IncCOM21$1,000<0.1%−19−47.5%減碼歷史
FSSFederal Signal CorpCOM7$1,000<0.1%00.0%不變歷史
COHRCoherent Corp.COM3$1,000<0.1%+3新進歷史
TRNOTerreno Realty CorpCOM14$1,000<0.1%−12−46.2%減碼歷史
ENSGEnsign Group, IncCOM7$1,000<0.1%−11−61.1%減碼歷史
HXLHexcel CorpCOM12$1,000<0.1%−9−42.9%減碼歷史
WKCWorld Kinect CorpCOM48$1,000<0.1%00.0%不變歷史
BLDPBallard Power Systems Inc.COM300$1,000<0.1%+300新進歷史
CBRLCracker Barrel Old Country Store, IncCOM51$1,000<0.1%+1+2.0%加碼歷史
FRMIFermi Inc.COM200$1,000<0.1%00.0%不變歷史
SEDGSolaredge Technologies, Inc.COM10$1,000<0.1%+10新進歷史
ALSumisho Air Lease CorpCL A17$1,000<0.1%−19−52.8%減碼歷史
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A7$1,000<0.1%00.0%不變歷史
REZIResideo Technologies, Inc.Stock54$2,000<0.1%00.0%不變歷史
PATHUiPath, Inc.Stock139$2,000<0.1%−7,790−98.2%減碼歷史
RIORio Tinto PLCADR20$2,000<0.1%+12+150.0%加碼歷史
CCChemours CoStock72$2,000<0.1%00.0%不變歷史
CBSHCommerce Bancshares IncStock38$2,000<0.1%00.0%不變歷史
AAAlcoa CorpStock25$2,000<0.1%+25新進歷史
AEMAgnico Eagle Mines LtdStock9$2,000<0.1%00.0%不變歷史
ECGEverus Construction Group, Inc.Stock16$2,000<0.1%00.0%不變歷史
ATIAti IncStock16$2,000<0.1%+16新進歷史
DTDynatrace, Inc.Stock58$2,000<0.1%−1,995−97.2%減碼歷史
FGF&G Annuities & Life, Inc.COMMON STOCK61$2,000<0.1%−980−94.1%減碼歷史
SMRNuscale Power CorpCL A COM230$2,000<0.1%−270−54.0%減碼歷史
CDECoeur Mining, Inc.COM NEW100$2,000<0.1%−450−81.8%減碼歷史
RHPRyman Hospitality Properties, Inc.COM17$2,000<0.1%−6−26.1%減碼歷史
ULSUL Solutions Inc.CLASS A COM SHS25$2,000<0.1%00.0%不變歷史
Vanguard BD Index FDS921937793LONG TERM BOND29$2,000<0.1%−199−87.3%減碼–
AGFirst Majestic Silver CorpCOM100$2,000<0.1%+100新進歷史
SIRISirius XM Holdings Inc.COMMON STOCK75$2,000<0.1%−106−58.6%減碼歷史
HUBSHubSpot IncCOM7$2,000<0.1%+7新進歷史
BRXBrixmor Property Group Inc.COM58$2,000<0.1%+58新進歷史
CRSCarpenter Technology CorpCOM4$2,000<0.1%+4新進歷史
SSDSimpson Manufacturing Co., Inc.COM13$2,000<0.1%00.0%不變歷史
IDAIdacorp IncCOM15$2,000<0.1%00.0%不變歷史
CAKECheesecake Factory IncCOM29$2,000<0.1%00.0%不變歷史
AAPAdvance Auto Parts IncCOM42$2,000<0.1%+1+2.4%加碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW26$2,000<0.1%−51−66.2%減碼–
UCBUnited Community Banks IncCOM64$2,000<0.1%00.0%不變歷史
ASTSAST SpaceMobile, Inc.COM CL A26$2,000<0.1%+26新進歷史

2025 年第 4 季之後清倉(140 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 140 檔。

CX Institutional 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
CMAComerica IncCOM4,050$35.2 萬<0.1%歷史
DAYDayforce, Inc.COM4,449$30.8 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM4,096$17.5 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F466FT VEST U.S5,108$13.3 萬<0.1%–
First Tr Exchng Traded FD VI33740F748FT VEST US EQT1,341$7.20 萬<0.1%–
FCFSFirstCash Holdings, Inc.COM423$6.70 萬<0.1%歷史
Innovator ETFs Trust45783Y541EQUITY DEF PROTN2,028$6.00 萬<0.1%–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF917$5.80 萬<0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,844$5.60 萬<0.1%–
iShares Tr464288281JPMORGAN USD EMG515$5.00 萬<0.1%–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE1,160$5.00 萬<0.1%–
LILi Auto Inc.SPONSORED ADS2,948$5.00 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD907$4.20 萬<0.1%–
iShares Tr4642886613 7 YR TREAS BD324$3.90 萬<0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF278$3.80 萬<0.1%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT574$2.90 萬<0.1%–
First Tr Exchng Traded FD VI33740F722FT VEST US EQT379$2.20 萬<0.1%–
iShares Tr464288646ISHS 1-5YR INVS394$2.10 萬<0.1%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD256$2.00 萬<0.1%–
Pacer US Cash Cows 100 ETF69374H881ETF306$1.80 萬<0.1%–
iShares Core MSCI Total International Stock ETF46432F834ETF216$1.80 萬<0.1%–
Invesco Nasdaq 100 ETF46138G649ETF67$1.70 萬<0.1%–
Unified Ser Tr90470L519ONEA CORE BD ETF730$1.70 萬<0.1%–
First Tr Exchng Traded FD VI33740U869FT VEST INT JUNE621$1.60 萬<0.1%–
ETHAiShares Ethereum Trust ETFSHS650$1.50 萬<0.1%歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD772$1.50 萬<0.1%–
LTCLTC Properties IncREIT420$1.40 萬<0.1%歷史
Unified Ser Tr90470L527ONEASCENT LARGE404$1.40 萬<0.1%–
iShares Tr464288638ISHS 5-10YR INVT262$1.40 萬<0.1%–
WisdomTree Tr97717Y550EFFICIENT GLD PL155$1.40 萬<0.1%–
GLDICredit Suisse AGX LINK GOLD SHS80$1.40 萬<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD1,007$1.30 萬<0.1%–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT218$1.20 萬<0.1%–
THSTreeHouse Foods, Inc.COM493$1.20 萬<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP230$1.10 萬<0.1%–
Neos ETF Trust78433H303NEOS S&P 500 HI200$1.10 萬<0.1%–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD365$9,000<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF77$8,000<0.1%–
Neos ETF Trust78433H675NASDAQ 100 HIGH150$8,000<0.1%–
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM150$8,000<0.1%–
SKTTanger Inc.COM252$8,000<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP191$8,000<0.1%–
Unified Ser Tr90470L469ONEASCENT EMGRG224$8,000<0.1%–
RHIRobert Half Inc.COM249$7,000<0.1%歷史
MDPediatrix Medical Group, Inc.COM347$7,000<0.1%歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW200$6,000<0.1%歷史
KGCKinross Gold CorpCOM200$6,000<0.1%歷史
CIONCION Investment CorpCOM574$6,000<0.1%歷史
Global X FDS37954Y343GLBL X MLP ETF125$6,000<0.1%–
NTRNutrien Ltd.COM100$6,000<0.1%歷史
Neos ETF Trust78433H550GOLD HIGH INCOME115$6,000<0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF111$5,000<0.1%–
SPOTSpotify Technology S.A.Stock8$5,000<0.1%歷史
EVVEaton Vance Ltd Duration Income FundCOM513$5,000<0.1%歷史
American Centy ETF Tr025072877US SML CP VALU50$5,000<0.1%–
Goldman Sachs ETF Tr38149W630NASDA 100 ETF100$5,000<0.1%–
iShares Tr464287333GLOBAL FINLS ETF44$5,000<0.1%–
American Centy ETF Tr025072349US LARGE CAP VLU66$5,000<0.1%–
PBAPembina Pipeline CorpCOM124$5,000<0.1%歷史
CSRCenterspaceCOM70$5,000<0.1%歷史
Cyberark Software LtdM2682V108SHS11$5,000<0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF49$4,000<0.1%–
BMNRBitmine Immersion Technologies, Inc.COM NEW150$4,000<0.1%歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO136$4,000<0.1%–
BDJBlackRock Enhanced Equity Dividend TrustCOM435$4,000<0.1%歷史
First Tr Exchng Traded FD VI33740F516FT VEST US EQT103$4,000<0.1%–
UVSPUnivest Financial CorpCOM115$4,000<0.1%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF18$3,000<0.1%–
BlackRock ETF Trust09290C699ISHARES DEFENSE100$3,000<0.1%–
VOYAVoya Financial, Inc.COM36$3,000<0.1%歷史
EQXEquinox Gold Corp.COM200$3,000<0.1%歷史
BFHBread Financial Holdings, Inc.COM45$3,000<0.1%歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET15$3,000<0.1%歷史
RUSHBRush Enterprises IncCL B50$3,000<0.1%歷史
Neos ETF Trust78433H642BITCOIN HIGH INC75$3,000<0.1%–
BUDAnheuser-Busch InBev SA/NVADR35$2,000<0.1%歷史
TFPMTriple Flag Precious Metals Corp.Stock50$2,000<0.1%歷史
iShares Tr464287390LATN AMER 40 ETF55$2,000<0.1%–
INGRIngredion IncCOM16$2,000<0.1%歷史
STRLSterling Infrastructure, Inc.COM5$2,000<0.1%歷史
American Centy ETF Tr025072364INTERNATIONAL LR31$2,000<0.1%–
GIIIG III Apparel Group LtdCOM84$2,000<0.1%歷史
MSDLMorgan Stanley Direct Lending FundCOM SHS100$2,000<0.1%歷史
FFBCFirst Financial BancorpCOM88$2,000<0.1%歷史
CSWCCapital Southwest CorpCOM100$2,000<0.1%歷史
American Centy ETF Tr025072372EMERGING MKT VAL34$2,000<0.1%–
FDUSFidus Investment CorpCOM88$2,000<0.1%歷史
American Centy ETF Tr025072802INTL SMCP VLU24$2,000<0.1%–
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA41$2,000<0.1%–
YELPYelp IncCL A60$2,000<0.1%歷史
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM15$2,000<0.1%歷史
MGAMagna International IncCOM29$2,000<0.1%歷史
PRGOPERRIGO Co plcSHS114$2,000<0.1%歷史
HESMHess Midstream LPCL A SHS70$2,000<0.1%歷史
STWDStarwood Property Trust, Inc.COM111$2,000<0.1%歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS10$2,000<0.1%歷史
UTFCohen & Steers Infrastructure Fund IncCOM100$2,000<0.1%歷史
ELMEElme CommunitiesSH BEN INT106$2,000<0.1%歷史
LPTHLightpath Technologies IncCOM CL A150$2,000<0.1%歷史
GLADGladstone Capital CorpCEF100$2,000<0.1%歷史