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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
FCNCAFirst Citizens Bancshares IncCL A3$6,000<0.1%+3新進歷史
NWNNorthwest Natural Holding CoCOM114$6,000<0.1%00.0%不變歷史
ENREnergizer Holdings, Inc.COM379$6,000<0.1%00.0%不變歷史
TELFYTelefonica S ASPONSORED ADR1,352$6,000<0.1%00.0%不變歷史
FEMYFemasys IncCOM15,000$6,000<0.1%00.0%不變歷史
Canary XRP ETF13723M100SHS388$6,000<0.1%00.0%不變–
AVNSAvanos Medical, Inc.Stock531$7,000<0.1%00.0%不變歷史
CAGConagra Brands Inc.Stock448$7,000<0.1%−12,419−96.5%減碼歷史
NMIHNMI Holdings, Inc.COM199$7,000<0.1%00.0%不變歷史
FLUTFlutter Entertainment plcSHS64$7,000<0.1%+64新進歷史
RELXRELX PLCSPONSORED ADR203$7,000<0.1%−54−21.0%減碼歷史
PLTMGraniteShares Platinum TrustSHS BEN INT348$7,000<0.1%+348新進歷史
SANBanco Santander, S.A.ADR612$7,000<0.1%−188−23.5%減碼歷史
SPDR Series Trust78464A789ST STR SP INS121$7,000<0.1%+1+0.8%加碼–
KBRKBR, Inc.COM190$7,000<0.1%00.0%不變歷史
SSBSouthState Bank CorpCOM72$7,000<0.1%+72新進歷史
CMCTCreative Media & Community Trust CorpCOM NEW10,693$7,000<0.1%+10,693新進歷史
NTNXNutanix, Inc.Stock208$8,000<0.1%+78+60.0%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT174$8,000<0.1%00.0%不變歷史
SEESealed Air CorpCOM196$8,000<0.1%+1+0.5%加碼歷史
EWBCEast West Bancorp IncCOM77$8,000<0.1%+77新進歷史
SPDR Series Trust78464A714ST STR SP RETAIL101$8,000<0.1%−18−15.1%減碼–
JBTMJBT Marel CorpCOM61$8,000<0.1%00.0%不變歷史
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE188$8,000<0.1%+3+1.6%加碼–
iShares Tr464287838U.S. BAS MTL ETF46$8,000<0.1%−25−35.2%減碼–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF284$8,000<0.1%00.0%不變–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS118$8,000<0.1%+118新進歷史
SILASila Realty Trust, Inc.COMMON STOCK351$8,000<0.1%+351新進歷史
HLNHaleon plcADR915$9,000<0.1%00.0%不變歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF156$9,000<0.1%−649−80.6%減碼–
iShares Tr46435U713US INFRASTRUC160$9,000<0.1%+1+0.6%加碼–
ICLRIcon PLCCOM80$9,000<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY86$9,000<0.1%00.0%不變–
Capital Grp Fixed Incm ETF T14020Y805MUN HIGH ETF354$9,000<0.1%−8−2.2%減碼–
iShares Tr46435G342MORTGE REL ETF399$9,000<0.1%−66−14.2%減碼–
SUSuncor Energy IncStock154$1.00 萬<0.1%−207−57.3%減碼歷史
State Street SPDR S&P Homebuilders ETF78464A888ETF104$1.00 萬<0.1%−10−8.8%減碼–
FAFFirst American Financial CorpStock164$1.00 萬<0.1%+1+0.6%加碼歷史
RNRRenaissancere Holdings LtdCOM35$1.00 萬<0.1%+35新進歷史
APGAPi Group CorpCOM STK243$1.00 萬<0.1%+243新進歷史
AMKRAmkor Technology, Inc.COM224$1.00 萬<0.1%+224新進歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI557$1.00 萬<0.1%+11+2.0%加碼–
GGGGraco IncCOM115$1.00 萬<0.1%+1+0.9%加碼歷史
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL124$1.00 萬<0.1%+71+134.0%加碼–
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX441$1.00 萬<0.1%+1+0.2%加碼–
BLSHBullishORD SHS291$1.00 萬<0.1%+291新進歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM43$1.00 萬<0.1%+43新進歷史
Calamos ETF Tr12811T795S&P 500 STRUCTU374$1.00 萬<0.1%00.0%不變–
TAPMolson Coors Beverage CoCL B222$1.00 萬<0.1%−3,226−93.6%減碼歷史
RVMDRevolution Medicines, Inc.COM105$1.00 萬<0.1%+105新進歷史
VVVValvoline IncCOM284$1.00 萬<0.1%00.0%不變歷史
FIVEFive Below, IncCOM45$1.00 萬<0.1%+45新進歷史
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR199$1.00 萬<0.1%−327−62.2%減碼–
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN509$1.00 萬<0.1%−2,496−83.1%減碼–
HDBHDFC Bank LtdSPONSORED ADS422$1.00 萬<0.1%00.0%不變歷史
KNKnowles CorpCOM400$1.00 萬<0.1%00.0%不變歷史
CNACna Financial CorpCOM225$1.00 萬<0.1%+225新進歷史
Calamos ETF Tr12811T126RUSSELL 2000 STR374$1.00 萬<0.1%00.0%不變–
Calamos ETF Tr12811T852NASDAQ 100 STRU374$1.00 萬<0.1%00.0%不變–
Fidelity High Dividend ETF316092840ETF191$1.10 萬<0.1%+2+1.1%加碼–
ProShares Bitcoin ETF74347G440ETF1,178$1.10 萬<0.1%−66,340−98.3%減碼–
LULUlululemon athletica inc.Stock75$1.10 萬<0.1%−898−92.3%減碼歷史
UBSUBS Group AGStock288$1.10 萬<0.1%+64+28.6%加碼歷史
ZMZoom Communications, Inc.Stock137$1.10 萬<0.1%+137新進歷史
AGNCAGNC Investment Corp.REIT1,144$1.10 萬<0.1%+1,144新進歷史
MKLMarkel Group Inc.COM6$1.10 萬<0.1%+6新進歷史
SFDSmithfield Foods IncCOM385$1.10 萬<0.1%+385新進歷史
XPXP Inc.CL A582$1.10 萬<0.1%+582新進歷史
SGISomnigroup International Inc.COM143$1.10 萬<0.1%+143新進歷史
TCBITexas Capital Bancshares IncCOM117$1.10 萬<0.1%00.0%不變歷史
SFMSprouts Farmers Market, Inc.COM142$1.10 萬<0.1%+142新進歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG382$1.10 萬<0.1%−3−0.8%減碼–
CERTCertara, Inc.COM1,962$1.10 萬<0.1%+1,962新進歷史
iShares Tr46434V464LOW CA OP MS ETF49$1.10 萬<0.1%−1−2.0%減碼–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT197$1.10 萬<0.1%00.0%不變–
AGCOAGCO CorpCOM97$1.10 萬<0.1%00.0%不變歷史
LSCCLattice Semiconductor CorpCOM122$1.10 萬<0.1%+122新進歷史
LFUSLittelfuse IncCOM33$1.10 萬<0.1%+22+200.0%加碼歷史
iShares Tr464288273EAFE SML CP ETF137$1.10 萬<0.1%−233−63.0%減碼–
INSPInspire Medical Systems, Inc.COM221$1.10 萬<0.1%+221新進歷史
First Tr Exchng Traded FD VI33740U638FT VEST EQ ENHAN303$1.10 萬<0.1%00.0%不變–
UNMUnum GroupStock163$1.20 萬<0.1%+163新進歷史
GMEGameStop Corp.Stock520$1.20 萬<0.1%+520新進歷史
Schwab U.S. REIT ETF808524847ETF566$1.20 萬<0.1%−20−3.4%減碼–
LAMRLamar Advertising CoREIT92$1.20 萬<0.1%+92新進歷史
OHIOmega Healthcare Investors IncCOM281$1.20 萬<0.1%+281新進歷史
EHCEncompass Health CorpCOM123$1.20 萬<0.1%+109+778.6%加碼歷史
ELFe.l.f. Beauty, Inc.COM197$1.20 萬<0.1%+197新進歷史
MKSIMKS IncCOM53$1.20 萬<0.1%+53新進歷史
FOURShift4 Payments, Inc.CL A273$1.20 萬<0.1%+273新進歷史
ACIAlbertsons Companies, Inc.COMMON STOCK725$1.20 萬<0.1%+725新進歷史
WCCWesco International IncCOM43$1.20 萬<0.1%+34+377.8%加碼歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF141$1.20 萬<0.1%00.0%不變–
HLNEHamilton Lane INCCL A119$1.20 萬<0.1%+95+395.8%加碼歷史
RBCRBC Bearings INCCOM22$1.20 萬<0.1%+22新進歷史
Fidelity Covington Trust316092337FIDELITY FUND LR448$1.20 萬<0.1%00.0%不變–
Alps ETF Tr00162Q676ALERIAN ENERGY304$1.20 萬<0.1%+3+1.0%加碼–
XHRXenia Hotels & Resorts, Inc.COM796$1.20 萬<0.1%00.0%不變歷史
ProShares Tr74348A467S&P 500 DV ARIST116$1.20 萬<0.1%+116新進–
WWayfair Inc.CL A160$1.20 萬<0.1%+160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