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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
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR77$2,000<0.1%−81−51.3%減碼歷史
SOBOSouth Bow CorpCOM70$2,000<0.1%00.0%不變歷史
LINELineage, Inc.COM52$2,000<0.1%+52新進歷史
HALOHalozyme Therapeutics, Inc.COM27$2,000<0.1%+27新進歷史
PENPenumbra IncCOM5$2,000<0.1%+5新進歷史
DNPDNP Select Income Fund IncCOM208$2,000<0.1%00.0%不變歷史
PARRPar Pacific Holdings, Inc.COM NEW34$2,000<0.1%00.0%不變歷史
WisdomTree Tr97717W281EMG MKTS SMCAP29$2,000<0.1%00.0%不變–
CHEChemed CorpCOM4$2,000<0.1%−1−20.0%減碼歷史
AFRMAffirm Holdings, Inc.COM CL A37$2,000<0.1%+37新進歷史
SPDR Index Shs FDS78463X152ST STR SP N AM21$2,000<0.1%00.0%不變–
ALKAlaska Air Group, Inc.COM62$2,000<0.1%00.0%不變歷史
OLEDUniversal Display CorpCOM19$2,000<0.1%−4−17.4%減碼歷史
AURAurora Innovation, Inc.CLASS A COM428$2,000<0.1%+428新進歷史
BKEBuckle IncCOM30$2,000<0.1%−25−45.5%減碼歷史
AEBIAebi Schmidt Holding AGCOM254$2,000<0.1%+173+213.6%加碼歷史
APOGApogee Enterprises, Inc.COM48$2,000<0.1%−53−52.5%減碼歷史
GTLSChart Industries IncCOM10$2,000<0.1%+10新進歷史
NLOPNet Lease Office PropertiesCOM131$2,000<0.1%−2−1.5%減碼歷史
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER42$2,000<0.1%00.0%不變–
iShares Tr464289123NEW ZEALAND ETF43$2,000<0.1%00.0%不變–
QBTSD-Wave Quantum Inc.Stock200$3,000<0.1%00.0%不變歷史
CCJCameco CorpStock26$3,000<0.1%+20+333.3%加碼歷史
RGLDRoyal Gold IncStock10$3,000<0.1%−4−28.6%減碼歷史
CECelanese CorpStock40$3,000<0.1%−61−60.4%減碼歷史
RALRalliant CorpStock74$3,000<0.1%−206−73.6%減碼歷史
TWTradeweb Markets Inc.Stock24$3,000<0.1%+24新進歷史
TOSTToast, Inc.Stock111$3,000<0.1%+111新進歷史
QSQuantumScape CorpCOM CL A416$3,000<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF123$3,000<0.1%+2+1.7%加碼–
BSYBentley Systems IncCOM CL B94$3,000<0.1%+11+13.3%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR142$3,000<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS57$3,000<0.1%+57新進歷史
ELSEquity Lifestyle Properties IncCOM44$3,000<0.1%+20+83.3%加碼歷史
MFGMizuho Financial Group IncSPONSORED ADR320$3,000<0.1%00.0%不變歷史
CRICarters IncCOM74$3,000<0.1%−66−47.1%減碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK70$3,000<0.1%−1,452−95.4%減碼–
SPDR Series Trust78464A607ST STR DOW REIT34$3,000<0.1%−39−53.4%減碼–
PRDOPerdoceo Education CorpCOM81$3,000<0.1%00.0%不變歷史
CRCrane CoCOMMON STOCK16$3,000<0.1%+16新進歷史
RRXRegal Rexnord CorpCOM16$3,000<0.1%+16新進歷史
CNMCore & Main, Inc.CL A56$3,000<0.1%+56新進歷史
iShares Tr46435G334MSCI UK ETF NEW70$3,000<0.1%00.0%不變–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS181$3,000<0.1%−80−30.7%減碼歷史
RPMRPM International IncCOM28$3,000<0.1%+19+211.1%加碼歷史
NWGNatWest Group plcSPONS ADR234$3,000<0.1%00.0%不變歷史
COLDAmericold Realty TrustCOM261$3,000<0.1%+5+2.0%加碼歷史
ADCAgree Realty CorpCOM46$3,000<0.1%+46新進歷史
iShares Tr46434V647GLOBAL REIT ETF115$3,000<0.1%00.0%不變–
iShares Tr46429B671MSCI CHINA ETF48$3,000<0.1%−27−36.0%減碼–
Capital Group Global Equity14020R107SHS107$3,000<0.1%00.0%不變–
RAREUltragenyx Pharmaceutical Inc.COM135$3,000<0.1%+135新進歷史
WTFCWintrust Financial CorpCOM22$3,000<0.1%+22新進歷史
PNFPPinnacle Financial Partners, Inc.COM40$3,000<0.1%+40新進歷史
ELANElanco Animal Health IncCOM145$3,000<0.1%+145新進歷史
OWLBlue Owl Capital Inc.COM CL A346$3,000<0.1%+200+137.0%加碼歷史
ANAutonation, Inc.COM13$3,000<0.1%−61−82.4%減碼歷史
FLOFlowers Foods IncCOM346$3,000<0.1%+10+3.0%加碼歷史
BF.ABrown Forman CorpCL A94$3,000<0.1%+94新進歷史
KNOPKNOT Offshore Partners LPCOM UNITS302$3,000<0.1%+1+0.3%加碼歷史
TRIThomson Reuters CorpCOM NO PAR36$3,000<0.1%00.0%不變歷史
DJTTrump Media & Technology Group Corp.Stock444$4,000<0.1%+295+198.0%加碼歷史
Schwab Fundamental International Small Equity ETF808524748ETF78$4,000<0.1%00.0%不變–
VODVodafone Group Public Ltd CoADR283$4,000<0.1%−17−5.7%減碼歷史
CENXCentury Aluminum CoCOM62$4,000<0.1%00.0%不變歷史
ARGXArgenx SESPONSORED ADR6$4,000<0.1%−1−14.3%減碼歷史
BBWIBath & Body Works, Inc.COM190$4,000<0.1%+2+1.1%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A304$4,000<0.1%+304新進歷史
RGAReinsurance Group of America IncCOM NEW18$4,000<0.1%+18新進歷史
LYGLloyds Banking Group plcSPONSORED ADR849$4,000<0.1%−154−15.4%減碼歷史
MBCMasterBrand, Inc.COMMON STOCK484$4,000<0.1%00.0%不變歷史
CCEPCoca-Cola Europacific Partners plcSHS49$4,000<0.1%00.0%不變歷史
GTGoodyear Tire & Rubber CoCOM620$4,000<0.1%00.0%不變歷史
SCLStepan CoCOM71$4,000<0.1%−76−51.7%減碼歷史
TXOTXO Partners, L.P.COM UNIT358$4,000<0.1%+9+2.6%加碼歷史
ALCAlcon IncStock66$5,000<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF48$5,000<0.1%00.0%不變–
BRBRBellring Brands, Inc.Stock293$5,000<0.1%+83+39.5%加碼歷史
TPGTPG Inc.COM CL A113$5,000<0.1%+113新進歷史
Ssga Active ETF Tr78467V103ST STR REAL ETF137$5,000<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL93$5,000<0.1%+1+1.1%加碼–
SPSCSPS Commerce IncCOM90$5,000<0.1%00.0%不變歷史
NYTNew York Times CoCL A65$5,000<0.1%+41+170.8%加碼歷史
SNYSanofiSPONSORED ADR100$5,000<0.1%−149−59.8%減碼歷史
SONYSony Group CorpSPONSORED ADR234$5,000<0.1%−45−16.1%減碼歷史
CHYCalamos Convertible & High Income FundCOM SHS469$5,000<0.1%+11+2.4%加碼歷史
ASHAshland Inc.COM90$5,000<0.1%00.0%不變歷史
RVPRetractable Technologies IncCOM7,000$5,000<0.1%00.0%不變歷史
SHELShell plcADR61$6,000<0.1%−33−35.1%減碼歷史
SNAPSnap IncStock1,364$6,000<0.1%+1,003+277.8%加碼歷史
iShares U.S. Healthcare Providers ETF464288828ETF134$6,000<0.1%−46−25.6%減碼–
Vanguard Short-Term Bond ETF921937827ETF73$6,000<0.1%−346−82.6%減碼–
PAASPan American Silver CorpStock101$6,000<0.1%+101新進歷史
iShares Tr464287739U.S. REAL ES ETF61$6,000<0.1%−884−93.5%減碼–
STCStewart Information Services CorpCOM91$6,000<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID148$6,000<0.1%00.0%不變–
Ea Series Trust02072L722STRI US ENER ETF154$6,000<0.1%00.0%不變–
WALWestern Alliance BancorporationCOM90$6,000<0.1%+90新進歷史
WisdomTree Tr97717X578EM EX ST-OWNED150$6,000<0.1%−176−54.0%減碼–
MICCMagnum Ice Cream Co N.V.ORD SHS394$6,000<0.1%−222−36.0%減碼歷史

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