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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
HSBCHSBC Holdings PLCSPON ADR NEW223$1.80 萬<0.1%−27−10.8%減碼歷史
NETCloudflare, Inc.CL A COM89$1.80 萬<0.1%+20+29.0%加碼歷史
DKNGDraftKings Inc.Stock878$1.90 萬<0.1%00.0%不變歷史
JHXJames Hardie Industries plcStock986$1.90 萬<0.1%+986新進歷史
AWIArmstrong World Industries IncCOM114$1.90 萬<0.1%+114新進歷史
BROSDutch Bros Inc.CL A382$1.90 萬<0.1%+282+282.0%加碼歷史
EMOClearBridge Energy Midstream Opportunity Fund Inc.COM364$1.90 萬<0.1%+8+2.2%加碼歷史
TYTRI-CONTINENTAL CorpCOM602$1.90 萬<0.1%+5+0.8%加碼歷史
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF790$2.00 萬<0.1%+6+0.8%加碼–
Vanguard Industrials ETF92204A603ETF63$2.00 萬<0.1%−32−33.7%減碼–
FNVFranco Nevada CorpStock79$2.00 萬<0.1%−3−3.7%減碼歷史
Fidelity MSCI Financials Index ETF316092501ETF286$2.00 萬<0.1%−743−72.2%減碼–
MKCMcCormick & Co IncStock396$2.00 萬<0.1%−3,824−90.6%減碼歷史
CHWYChewy, Inc.CL A755$2.00 萬<0.1%+755新進歷史
LIILennox International IncCOM42$2.00 萬<0.1%−99−70.2%減碼歷史
CROXCrocs, Inc.COM238$2.00 萬<0.1%−66,451−99.6%減碼歷史
GWREGuidewire Software, Inc.COM134$2.00 萬<0.1%+134新進歷史
VSNTVersant Media Group, Inc.COM CL A536$2.00 萬<0.1%+536新進歷史
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT393$2.00 萬<0.1%+393新進–
Ssga Active ETF Tr78467V202ST STR INCOM ETF583$2.00 萬<0.1%−35−5.7%減碼–
iShares Tr46432F875MRNGSTR INC ETF899$2.00 萬<0.1%−45−4.8%減碼–
FSKFS KKR Capital CorpCOM1,978$2.00 萬<0.1%−250−11.2%減碼歷史
KWRQuaker Chemical CorpCOM158$2.00 萬<0.1%−173−52.3%減碼歷史
DINOHF Sinclair CorpCOM319$2.00 萬<0.1%−6,575−95.4%減碼歷史
BWXTBWX Technologies, Inc.COM99$2.00 萬<0.1%+88+800.0%加碼歷史
SNDASonida Senior Living, Inc.COM629$2.00 萬<0.1%+629新進歷史
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF929$2.10 萬<0.1%+9+1.0%加碼–
iShares Ibonds 2027 Term High Yield and Income ETF46436E478ETF929$2.10 萬<0.1%+9+1.0%加碼–
CMCCommercial Metals CoStock342$2.10 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM373$2.10 萬<0.1%−1,115−74.9%減碼–
First Tr Exchng Traded FD VI33740F342FT VEST U.S865$2.10 萬<0.1%00.0%不變–
iShares Inc464286764MSCI SPAIN ETF386$2.10 萬<0.1%−41−9.6%減碼–
REXRRexford Industrial Realty, Inc.COM649$2.10 萬<0.1%+378+139.5%加碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,460$2.10 萬<0.1%−360−12.8%減碼歷史
WRLDWorld Acceptance CorpCOM159$2.10 萬<0.1%−40,938−99.6%減碼歷史
iShares Tr46429B523MSCI DENMARK ETF197$2.10 萬<0.1%−90−31.4%減碼–
DXCDXC Technology CoStock1,762$2.20 萬<0.1%−1,145−39.4%減碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT751$2.20 萬<0.1%−204−21.4%減碼–
COLBColumbia Banking System, Inc.COM795$2.20 萬<0.1%+795新進歷史
BURLBurlington Stores, Inc.COM69$2.20 萬<0.1%+40+137.9%加碼歷史
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT579$2.20 萬<0.1%00.0%不變–
TRPTC Energy CorpCOM350$2.20 萬<0.1%−123−26.0%減碼歷史
SPDR Ser Tr78464A532S&P TRANSN ETF239$2.20 萬<0.1%+158+195.1%加碼–
TTDTrade Desk, Inc.Stock1,014$2.30 萬<0.1%+168+19.9%加碼歷史
DOCUDocuSign, Inc.Stock494$2.30 萬<0.1%+494新進歷史
UTHRUnited Therapeutics CorpCOM39$2.30 萬<0.1%+39新進歷史
iShares Tr464288257MSCI ACWI ETF166$2.30 萬<0.1%00.0%不變–
KEXKirby CorpCOM175$2.30 萬<0.1%00.0%不變歷史
VNOMViper Energy, Inc.COM494$2.30 萬<0.1%−7,767−94.0%減碼歷史
RBLXRoblox CorpStock428$2.40 萬<0.1%+362+548.5%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF201$2.40 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U570VEST US MAX BUFF713$2.40 萬<0.1%00.0%不變–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,369$2.40 萬<0.1%+19+1.4%加碼–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF509$2.40 萬<0.1%+354+228.4%加碼–
iShares Tr464287275GBL COMM SVC ETF205$2.40 萬<0.1%−241−54.0%減碼–
TMToyota Motor CorpADS115$2.40 萬<0.1%−6−5.0%減碼歷史
iShares Tr464289883CORE 30 70 ETF606$2.40 萬<0.1%+28+4.8%加碼–
OCOwens CorningStock231$2.50 萬<0.1%+95+69.9%加碼歷史
ZWSZurn Elkay Water Solutions CorpCOM558$2.50 萬<0.1%+1+0.2%加碼歷史
RACEFerrari N.V.COM75$2.50 萬<0.1%00.0%不變歷史
INSMINSMED IncCOM PAR $.01150$2.50 萬<0.1%+150新進歷史
SBACSba Communications CorpCL A147$2.50 萬<0.1%−824−84.9%減碼歷史
PBTPermian Basin Royalty TrustUNIT BEN INT1,170$2.50 萬<0.1%+1,170新進歷史
DASHDoorDash, Inc.Stock176$2.60 萬<0.1%−283−61.7%減碼歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW408$2.60 萬<0.1%+3+0.7%加碼–
Invesco Exch TRD SLF Idx FD46138J395BULETSHS 2029 HG1,222$2.60 萬<0.1%+19+1.6%加碼–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 281,313$2.70 萬<0.1%+14+1.1%加碼–
THCTenet Healthcare CorpCOM NEW141$2.70 萬<0.1%+141新進歷史
Franklin Templeton ETF Tr35473P835FTSE BRAZIL1,134$2.70 萬<0.1%+21+1.9%加碼–
PAAPlains All American Pipeline LPUNIT LTD PARTN1,200$2.70 萬<0.1%00.0%不變歷史
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT660$2.70 萬<0.1%00.0%不變–
WisdomTree Tr97717W844GLOB EX US QU FD669$2.70 萬<0.1%−687−50.7%減碼–
IVTInvenTrust Properties Corp.COM NEW881$2.70 萬<0.1%+243+38.1%加碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM2,016$2.70 萬<0.1%+20+1.0%加碼歷史
Capital Group Dividend Growe14021L109SHS ETF785$2.80 萬<0.1%−158−16.8%減碼–
iShares Tr464287515EXPANDED TECH350$2.80 萬<0.1%−14−3.8%減碼–
PTENPatterson Uti Energy IncCOM2,544$2.80 萬<0.1%+25+1.0%加碼歷史
NTRANatera, Inc.COM140$2.80 萬<0.1%+68+94.4%加碼歷史
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT446$2.80 萬<0.1%+446新進–
Capital Group Growth ETF14020G101SHS CREAT UNIT701$2.80 萬<0.1%−889−55.9%減碼–
SOFISoFi Technologies, Inc.Stock1,819$2.90 萬<0.1%00.0%不變歷史
State Street SPDR S&P Bank ETF78464A797ETF486$2.90 萬<0.1%−82−14.4%減碼–
SEICSEI Investments CoCOM368$2.90 萬<0.1%+368新進歷史
MRPMillrose Properties, Inc.COM CL A1,020$2.90 萬<0.1%−31−2.9%減碼歷史
MFCManulife Financial CorpCOM851$2.90 萬<0.1%−163−16.1%減碼歷史
ZGZillow Group, Inc.CL A689$2.90 萬<0.1%00.0%不變歷史
FDSFactset Research Systems IncStock136$3.00 萬<0.1%−146−51.8%減碼歷史
ALLYAlly Financial Inc.Stock760$3.00 萬<0.1%+760新進歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY271$3.00 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U562VEST US EQUITY M900$3.00 萬<0.1%00.0%不變–
WisdomTree Tr97717W125FUTRE STRAT FD755$3.00 萬<0.1%−45−5.6%減碼–
PSKYParamount Skydance CorpCOM CL B3,339$3.00 萬<0.1%−10,005−75.0%減碼歷史
TTEKTetra Tech IncCOM994$3.00 萬<0.1%+658+195.8%加碼歷史
Fidelity Covington Trust31609A503ENH MID COR ETF839$3.00 萬<0.1%+197+30.7%加碼–
BPOPPopular, Inc.COM NEW222$3.00 萬<0.1%+222新進歷史
CACCCredit Acceptance CorpCOM70$3.00 萬<0.1%00.0%不變歷史
Vanguard Real Estate ETF922908553ETF354$3.10 萬<0.1%−473−57.2%減碼–
OIIOceaneering International IncStock870$3.10 萬<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF231$3.10 萬<0.1%−134−36.7%減碼–
FIGRFigure Technology Solutions, Inc.Stock927$3.10 萬<0.1%+927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