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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
CAICaris Life Sciences, Inc.COM684$1.20 萬<0.1%+684新進歷史
PEverpure, Inc.CL A196$1.20 萬<0.1%+196新進歷史
CIENCiena CorpCOM NEW30$1.20 萬<0.1%+26+650.0%加碼歷史
NADNuveen Quality Municipal Income FundCOM1,003$1.20 萬<0.1%+1,003新進歷史
COTYCoty Inc.COM CL A6,186$1.20 萬<0.1%+6,186新進歷史
KMPRKEMPER CorpCOM398$1.20 萬<0.1%−661−62.4%減碼歷史
WENWendy's CoStock1,892$1.30 萬<0.1%+36+1.9%加碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF346$1.30 萬<0.1%00.0%不變–
RDDTReddit, Inc.Stock93$1.30 萬<0.1%+93新進歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG325$1.30 萬<0.1%+325新進歷史
USFDUS Foods Holding Corp.COM144$1.30 萬<0.1%+123+585.7%加碼歷史
HLIHoulihan Lokey, Inc.CL A88$1.30 萬<0.1%+88新進歷史
SAROStandardAero, Inc.COM505$1.30 萬<0.1%+505新進歷史
WBSWebster Financial CorpCOM182$1.30 萬<0.1%+182新進歷史
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE81$1.30 萬<0.1%00.0%不變–
FLSFlowserve CorpCOM181$1.30 萬<0.1%+15+9.0%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK336$1.30 萬<0.1%00.0%不變歷史
MDBMongoDB, Inc.CL A53$1.30 萬<0.1%+53新進歷史
SNSharkNinja, Inc.COM SHS120$1.30 萬<0.1%+120新進歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI828$1.30 萬<0.1%−22−2.6%減碼–
JEFJefferies Financial Group Inc.COM308$1.30 萬<0.1%+308新進歷史
QGENQiagen N.V.ORD SHARES328$1.30 萬<0.1%+328新進歷史
TRUTransUnionCOM184$1.30 萬<0.1%+164+820.0%加碼歷史
AMHAmerican Homes 4 RentCL A468$1.30 萬<0.1%+432+1,200.0%加碼歷史
VRTVertiv Holdings CoCOM CL A51$1.30 萬<0.1%−10−16.4%減碼歷史
CORTCorcept Therapeutics IncCOM323$1.30 萬<0.1%+323新進歷史
ROKURoku, IncCOM CL A139$1.30 萬<0.1%+139新進歷史
LPLALPL Financial Holdings Inc.COM44$1.30 萬<0.1%+37+528.6%加碼歷史
EGPEastgroup Properties IncCOM69$1.30 萬<0.1%+64+1,280.0%加碼歷史
RKLBRocket Lab CorpCOM202$1.30 萬<0.1%+202新進歷史
PINSPinterest, Inc.CL A730$1.30 萬<0.1%+730新進歷史
GLIBALiberty Capital CorpSER A GCI GROUP340$1.30 萬<0.1%+340新進歷史
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF575$1.40 萬<0.1%+4+0.7%加碼–
Schwab Fundamental U.S. Large Company ETF808524771ETF500$1.40 萬<0.1%+398+390.2%加碼–
DRSLeonardo DRS, Inc.Stock319$1.40 萬<0.1%+319新進歷史
GMEDGlobus Medical IncStock159$1.40 萬<0.1%+159新進歷史
DKSDick's Sporting Goods, Inc.Stock69$1.40 萬<0.1%+64+1,280.0%加碼歷史
Defiance Quantum ETF26922A420ETF133$1.40 萬<0.1%00.0%不變–
iShares Inc464286871MSCI HONG KG ETF603$1.40 萬<0.1%−79−11.6%減碼–
SAIASaia IncCOM39$1.40 萬<0.1%+35+875.0%加碼歷史
NIQNIQ Global Intelligence plcORDINARY SHARES1,242$1.40 萬<0.1%+1,242新進歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST510$1.40 萬<0.1%−12−2.3%減碼–
iShares Tr46434V423MSCI SAUDI ARBIA349$1.40 萬<0.1%−210−37.6%減碼–
ATRAptargroup, Inc.Stock119$1.50 萬<0.1%+119新進歷史
CARTMaplebear Inc.COM388$1.50 萬<0.1%+388新進歷史
IONSIonis Pharmaceuticals IncCOM202$1.50 萬<0.1%+202新進歷史
QXOQXO, Inc.COM NEW772$1.50 萬<0.1%+772新進歷史
iShares Tr46435G433MSCI USA SMCP MN346$1.50 萬<0.1%+2+0.6%加碼–
CCKCrown Holdings, Inc.COM145$1.50 萬<0.1%+145新進歷史
FTAIFTAI Aviation Ltd.SHS63$1.50 萬<0.1%+63新進歷史
WMSAdvanced Drainage Systems, Inc.COM110$1.50 萬<0.1%+110新進歷史
GLPIGaming & Leisure Properties, Inc.COM331$1.50 萬<0.1%+331新進歷史
iShares Tr464287796U.S. ENERGY ETF236$1.50 萬<0.1%−751−76.1%減碼–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW323$1.50 萬<0.1%+2+0.6%加碼–
iShares Tr46435G516ESG AW MSCI EAFE157$1.50 萬<0.1%−1−0.6%減碼–
DBX ETF Tr233051200XTRACK MSCI EAFE312$1.50 萬<0.1%00.0%不變–
Capital Group Core Equity Et14020V108SHS CREAT UNIT379$1.50 萬<0.1%00.0%不變–
ASAmer Sports, Inc.COM SHS441$1.50 萬<0.1%+441新進歷史
CRCLCircle Internet Group, Inc.COM CL A158$1.50 萬<0.1%+158新進歷史
NVONovo Nordisk A SADR444$1.60 萬<0.1%−104−19.0%減碼歷史
AYIAcuity Inc. (DE)Stock57$1.60 萬<0.1%+57新進歷史
RBRKRubrik, Inc.Stock324$1.60 萬<0.1%+324新進歷史
BMRNBiomarin Pharmaceutical IncCOM288$1.60 萬<0.1%+260+928.6%加碼歷史
ARMKAramarkCOM392$1.60 萬<0.1%+392新進歷史
FRMEFirst Merchants CorpCOM405$1.60 萬<0.1%+4+1.0%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM160$1.60 萬<0.1%+131+451.7%加碼歷史
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM271$1.60 萬<0.1%00.0%不變–
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA392$1.60 萬<0.1%00.0%不變–
POSTPost Holdings, Inc.COM166$1.60 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072323AVAN US SMAL ETF252$1.60 萬<0.1%00.0%不變–
CRBGCorebridge Financial, Inc.COM667$1.60 萬<0.1%+667新進歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH187$1.60 萬<0.1%−166−47.0%減碼–
CGCarlyle Group Inc.COM333$1.60 萬<0.1%+309+1,287.5%加碼歷史
Pgim ETF Tr69344A206ACTV HY BD ETF459$1.60 萬<0.1%+459新進–
FRHCFreedom Holding Corp.COM109$1.60 萬<0.1%+109新進歷史
SMMTSummit Therapeutics Inc.COM848$1.60 萬<0.1%+848新進歷史
Vanguard S&P 500 Growth ETF921932505ETF41$1.70 萬<0.1%00.0%不變–
NBIXNeurocrine Biosciences IncStock126$1.70 萬<0.1%+126新進歷史
RPRXRoyalty Pharma plcSHS CLASS A345$1.70 萬<0.1%+293+563.5%加碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF446$1.70 萬<0.1%−245−35.5%減碼–
RLIRli CorpCOM290$1.70 萬<0.1%−4,357−93.8%減碼歷史
CHICalamos Convertible Opportunities & Income FundSH BEN INT1,547$1.70 萬<0.1%−629−28.9%減碼歷史
SUISun Communities IncCOM137$1.70 萬<0.1%+108+372.4%加碼歷史
FCNFti Consulting, IncCOM95$1.70 萬<0.1%−113−54.3%減碼歷史
KNXKnight-Swift Transportation Holdings Inc.CL A295$1.70 萬<0.1%+295新進歷史
ROIVRoivant Sciences Ltd.SHS626$1.70 萬<0.1%+626新進歷史
NSITInsight Enterprises IncCOM250$1.70 萬<0.1%−60,463−99.6%減碼歷史
ESABESAB CorpCOM180$1.70 萬<0.1%00.0%不變歷史
QSRRestaurant Brands International Inc.COM228$1.70 萬<0.1%+178+356.0%加碼歷史
UUnity Software Inc.COM756$1.70 萬<0.1%00.0%不變歷史
SEBSeaboard CorpCOM3$1.70 萬<0.1%+3新進歷史
AMGAffiliated Managers Group, Inc.Stock66$1.80 萬<0.1%+66新進歷史
WWDWoodward, Inc.COM49$1.80 萬<0.1%00.0%不變歷史
PTYPIMCO Corporate & Income Opportunity FundCOM1,515$1.80 萬<0.1%+41+2.8%加碼歷史
First Tr Exchng Traded FD VI33740F623FT VEST US EQT365$1.80 萬<0.1%+365新進–
HOGHarley-Davidson, Inc.COM889$1.80 萬<0.1%−586−39.7%減碼歷史
KRGKite Realty Group TrustCOM NEW732$1.80 萬<0.1%00.0%不變歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD637$1.80 萬<0.1%−1,164−64.6%減碼–
WHWyndham Hotels & Resorts, Inc.COM227$1.80 萬<0.1%−260−53.4%減碼歷史
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT1,973$1.80 萬<0.1%+80+4.2%加碼歷史

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