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CX Institutional

SEC CIK
0001737089
最新申報
2026/7/1

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/1 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
1,568
較 2026 年第 1 季 +21
總值
$34.6 億
較 2026 年第 1 季 +$1.87 億 (+5.7%)
申報日
2026/7/1
SEC
CX Institutional 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr46436E7180-3 MTH TREASURY1,847,279$1.86 億5.4%+699,472+60.9%加碼–
iShares Core MSCI Eafe ETF46432F842ETF861,670$8,322 萬2.4%−124,083−12.6%減碼–
iShares Tr4642874571 3 YR TREAS BD894,736$7,347 萬2.1%+485,882+118.8%加碼–
AAPLApple Inc.Stock243,940$7,059 萬2.0%−10,814−4.2%減碼歷史
NVDANVIDIA CorpStock312,073$6,244 萬1.8%−2,183−0.7%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF767,143$6,181 萬1.8%+61,527+8.7%加碼依 4 比 1 拆股換算–
SPDR Series Trust78464A383ST STR BACKE ETF2,735,565$6,103 萬1.8%+62,874+2.4%加碼–
SPDR Series Trust78464A144ST STR CORPO ETF2,095,671$6,086 萬1.8%+42,638+2.1%加碼–
Vanguard Total International Bond ETF92203J407ETF1,159,375$5,615 萬1.6%−228,180−16.4%減碼–
SPDR Series Trust78468R739ST NUVE TERM ETF1,121,562$5,380 萬1.6%+8,717+0.8%加碼–
SPDR Series Trust78464A672ST INTER ETF1,849,623$5,251 萬1.5%−966,081−34.3%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF168,070$5,095 萬1.5%−9,094−5.1%減碼–
Invesco Actively Managed Exc46090A697S&P 500 EQUA ETF927,556$4,949 萬1.4%−2,007−0.2%減碼–
GOOGLAlphabet Inc.Stock130,128$4,650 萬1.3%−4,138−3.1%減碼歷史
iShares S&P 500 Value ETF464287408ETF200,775$4,559 萬1.3%−8,131−3.9%減碼–
MSFTMicrosoft CorpStock118,731$4,429 萬1.3%−2,831−2.3%減碼歷史
LLYEli Lilly & CoStock35,493$4,257 萬1.2%+1,675+5.0%加碼歷史
AMZNAmazon Com IncStock175,196$4,176 萬1.2%−3,449−1.9%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF264,980$3,930 萬1.1%+181,646+218.0%加碼–
AVGOBroadcom Inc.Stock90,468$3,417 萬1.0%−2,006−2.2%減碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL668,819$3,377 萬1.0%+8,968+1.4%加碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF283,258$3,371 萬1.0%+623+0.2%加碼–
TSLATesla, Inc.Stock79,450$3,342 萬1.0%+7,521+10.5%加碼歷史
VVisa Inc.Stock93,869$3,221 萬0.9%+6,302+7.2%加碼歷史
Vanguard World FD921910816MEGA GRWTH IND344,313$3,027 萬0.9%−26,682−7.2%減碼依 5 比 1 拆股換算–
iShares Russell 1000 Growth ETF464287614ETF236,020$2,931 萬0.8%−6,984−2.9%減碼依 4 比 1 拆股換算–
iShares Core S&P U.S. Growth ETF464287671ETF154,478$2,906 萬0.8%−12,246−7.3%減碼–
iShares Russell 1000 Value ETF464287598ETF118,254$2,867 萬0.8%−2,686−2.2%減碼–
METAMeta Platforms, Inc.Stock50,292$2,833 萬0.8%+4,197+9.1%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF792,816$2,760 萬0.8%−262,270−24.9%減碼–
iShares Core S&P 500 ETF464287200ETF35,282$2,642 萬0.8%−58,073−62.2%減碼–
iShares Tr464288414NATIONAL MUN ETF237,041$2,551 萬0.7%−11,965−4.8%減碼–
VanEck ETF Trust92189H201INTRMDT MUNI ETF533,148$2,505 萬0.7%−424,373−44.3%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF64,827$2,399 萬0.7%+21,820+50.7%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF120,212$2,290 萬0.7%−7,166−5.6%減碼–
SPYSPDR S&P 500 ETF TrustETF30,467$2,275 萬0.7%+2,739+9.9%加碼歷史
American Centy ETF Tr025072505DIVERSIFIED MU428,304$2,177 萬0.6%+20,819+5.1%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD428,558$2,168 萬0.6%−161,091−27.3%減碼–
First Tr Exchange-Traded Alp33735K108COM SHS109,235$2,117 萬0.6%−4,550−4.0%減碼–
SPDR Index Shs FDS78463X434ST STR MSCI EAFE219,118$2,104 萬0.6%−102,297−31.8%減碼–
Vanguard Morningstar Value ETF922908744ETF94,196$2,053 萬0.6%+1,807+2.0%加碼–
ABBVAbbVie Inc.Stock78,286$1,970 萬0.6%−11,667−13.0%減碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF307,901$1,872 萬0.5%+845+0.3%加碼–
iShares S&P 500 Growth ETF464287309ETF134,747$1,853 萬0.5%+6,544+5.1%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF51,008$1,754 萬0.5%−1,857−3.5%減碼–
UNPUnion Pacific CorpStock61,801$1,681 萬0.5%−12,164−16.4%減碼歷史
CSCOCisco Systems, Inc.Stock132,552$1,557 萬0.4%−14,652−10.0%減碼歷史
BMYBristol Myers Squibb CoStock263,596$1,519 萬0.4%+12,306+4.9%加碼歷史
QCOMQualcomm IncStock76,204$1,408 萬0.4%−11,173−12.8%減碼歷史
MAMastercard IncStock26,565$1,364 萬0.4%+2,857+12.1%加碼歷史
AXPAmerican Express CoStock39,810$1,347 萬0.4%+2,488+6.7%加碼歷史
CATCaterpillar IncStock12,491$1,330 萬0.4%−1,553−11.1%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF46,147$1,318 萬0.4%+7,119+18.2%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF168,876$1,302 萬0.4%+1,735+1.0%加碼–
iShares Tr46434V803HDG MSCI EAFE274,278$1,287 萬0.4%+928+0.3%加碼–
iShares Tr464288158SHRT NAT MUN ETF120,284$1,281 萬0.4%+117,626+4,425.4%加碼–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL78,961$1,260 萬0.4%+2,379+3.1%加碼–
UNHUnitedHealth Group IncStock29,729$1,236 萬0.4%+535+1.8%加碼歷史
MRKMerck & Co., Inc.Stock95,317$1,225 萬0.4%+2,323+2.5%加碼歷史
TDCTeradata CorpStock350,870$1,216 萬0.4%+27,688+8.6%加碼歷史
SCHWSchwab Charles CorpStock131,640$1,215 萬0.4%+79,621+153.1%加碼歷史
GOOGAlphabet Inc.Stock34,192$1,208 萬0.3%−474−1.4%減碼歷史
NUENucor CorpCOM53,298$1,187 萬0.3%+9,201+20.9%加碼歷史
MCKMcKesson CorpStock15,463$1,168 萬0.3%+1,672+12.1%加碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE91,198$1,165 萬0.3%+91,198新進–
CBChubb LtdStock34,100$1,162 萬0.3%+1,271+3.9%加碼歷史
CSLCarlisle Companies IncCOM31,783$1,153 萬0.3%+747+2.4%加碼歷史
GSGoldman Sachs Group IncStock11,361$1,149 萬0.3%+305+2.8%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV74,031$1,127 萬0.3%+2,151+3.0%加碼–
Vanguard Information Technology ETF92204A702ETF93,227$1,114 萬0.3%+87,651+1,571.9%加碼依 8 比 1 拆股換算–
LRCXLam Research CorpStock25,495$1,105 萬0.3%−2,719−9.6%減碼歷史
MCDMcDonalds CorpStock39,602$1,071 萬0.3%+1,334+3.5%加碼歷史
ADBEAdobe Inc.Stock51,997$1,066 萬0.3%−773−1.5%減碼歷史
CVSCVS Health CorpStock100,656$1,041 萬0.3%−792−0.8%減碼歷史
AMDAdvanced Micro Devices IncStock17,830$1,036 萬0.3%−687−3.7%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD105,870$1,020 萬0.3%+2,728+2.6%加碼–
WisdomTree Tr97717W505US MIDCAP DIVID179,117$1,012 萬0.3%+425+0.2%加碼–
HDHome Depot, Inc.Stock28,690$1,012 萬0.3%+1,303+4.8%加碼歷史
NXPINXP Semiconductors N.V.COM35,825$1,007 萬0.3%−316−0.9%減碼歷史
TMOThermo Fisher Scientific Inc.Stock19,587$982.0 萬0.3%+2,307+13.4%加碼歷史
JPMJPMorgan Chase & CoStock29,458$964.2 萬0.3%−9,255−23.9%減碼歷史
HRMYHarmony Biosciences Holdings, Inc.COM259,496$944.8 萬0.3%+14,809+6.1%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock56,534$942.3 萬0.3%−3,100−5.2%減碼歷史
AMGNAmgen IncStock25,985$941.0 萬0.3%−12,252−32.0%減碼歷史
IRDMIridium Communications Inc.COM171,098$938.5 萬0.3%−101,689−37.3%減碼歷史
Global X FDS37954Y673US INFR DEV ETF158,718$935.2 萬0.3%−3,487−2.1%減碼–
CICigna GroupStock33,831$932.6 萬0.3%+1,832+5.7%加碼歷史
TRVTravelers Companies, Inc.Stock27,665$913.3 萬0.3%−946−3.3%減碼歷史
XOMExxonMobil Holdings CorpCOM66,197$905.0 萬0.3%−11,353−14.6%減碼歷史
HPQHP IncStock410,288$900.2 萬0.3%+27,511+7.2%加碼歷史
ABNBAirbnb, Inc.Stock61,163$875.2 萬0.3%−12,279−16.7%減碼歷史
PGProcter & Gamble CoStock59,588$873.8 萬0.3%−6,686−10.1%減碼歷史
iShares Inc464286533MSCI EMERG MRKT115,931$872.7 萬0.3%+2,802+2.5%加碼–
HCAHCA Healthcare, Inc.COM22,104$861.8 萬0.2%+3,321+17.7%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF86,726$858.4 萬0.2%+24,198+38.7%加碼–
iShares Future AI & Tech ETF46435U556ETF112,651$858.0 萬0.2%−2,689−2.3%減碼–
ABTAbbott LaboratoriesStock94,489$857.4 萬0.2%+14,257+17.8%加碼歷史
DHIHorton D R IncCOM51,677$841.7 萬0.2%+8,862+20.7%加碼歷史
MUMicron Technology IncStock7,270$839.2 萬0.2%−270−3.6%減碼歷史
iShares Tr464288448INTL SEL DIV ETF201,194$833.5 萬0.2%+5,356+2.7%加碼–

2026 年第 1 季之後清倉(87 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

CX Institutional 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
SPDR Index Shs FDS78463X871ST INTL CAP ETF180,319$761.5 萬0.2%–
State Street SPDR S&P Biotech ETF78464A870ETF4,040$51.6 萬<0.1%–
CTRACoterra Energy Inc.Stock12,718$44.7 萬<0.1%歷史
GRABGrab Holdings LtdCLASS A ORD85,141$31.2 萬<0.1%歷史
HOLXHologic IncCOM3,693$27.9 萬<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF3,675$20.3 萬<0.1%–
MKTXMarketaxess Holdings IncCOM952$15.7 萬<0.1%歷史
FORForestar Group Inc.COM3,911$9.60 萬<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM1,035$8.90 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U885FT VEST US EQT1,230$5.50 萬<0.1%–
WisdomTree Tr97717W208US HIGH DIVIDEND500$5.50 萬<0.1%–
SPDR Series Trust78464A821ST STR SP400GRW536$5.10 萬<0.1%–
DEODiageo PLCSPON ADR NEW690$5.10 萬<0.1%歷史
UTLUnitil CorpCOM914$4.80 萬<0.1%歷史
GAPGap IncCOM1,990$4.80 萬<0.1%歷史
WTMWhite Mountains Insurance Group LtdCOM19$4.20 萬<0.1%歷史
VKTXViking Therapeutics, Inc.COM1,201$3.90 萬<0.1%歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF631$3.30 萬<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM1,643$3.20 萬<0.1%歷史
SPDR Series Trust78468R408ST TERM HIGH ETF1,273$3.20 萬<0.1%–
OIIOceaneering International IncStock870$3.10 萬<0.1%歷史
ZGZillow Group, Inc.CL A689$2.90 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT446$2.80 萬<0.1%–
THCTenet Healthcare CorpCOM NEW141$2.70 萬<0.1%歷史
INSMINSMED IncCOM PAR $.01150$2.50 萬<0.1%歷史
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF929$2.10 萬<0.1%–
iShares Ibonds 2027 Term High Yield and Income ETF46436E478ETF929$2.10 萬<0.1%–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM373$2.10 萬<0.1%–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,460$2.10 萬<0.1%歷史
WRLDWorld Acceptance CorpCOM159$2.10 萬<0.1%歷史
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF790$2.00 萬<0.1%–
CROXCrocs, Inc.COM238$2.00 萬<0.1%歷史
AWIArmstrong World Industries IncCOM114$1.90 萬<0.1%歷史
NSITInsight Enterprises IncCOM250$1.70 萬<0.1%歷史
SEBSeaboard CorpCOM3$1.70 萬<0.1%歷史
Pgim ETF Tr69344A206ACTV HY BD ETF459$1.60 萬<0.1%–
ATRAptargroup, Inc.Stock119$1.50 萬<0.1%歷史
QXOQXO, Inc.COM NEW772$1.50 萬<0.1%歷史
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF575$1.40 萬<0.1%–
GMEDGlobus Medical IncStock159$1.40 萬<0.1%歷史
SAROStandardAero, Inc.COM505$1.30 萬<0.1%歷史
FLSFlowserve CorpCOM181$1.30 萬<0.1%歷史
QGENQiagen N.V.ORD SHARES328$1.30 萬<0.1%歷史
GLIBALiberty Capital CorpSER A GCI GROUP340$1.30 萬<0.1%歷史
ELFe.l.f. Beauty, Inc.COM197$1.20 萬<0.1%歷史
FOURShift4 Payments, Inc.CL A273$1.20 萬<0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK725$1.20 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF141$1.20 萬<0.1%–
CAICaris Life Sciences, Inc.COM684$1.20 萬<0.1%歷史
COTYCoty Inc.COM CL A6,186$1.20 萬<0.1%歷史
KMPRKEMPER CorpCOM398$1.20 萬<0.1%歷史
XPXP Inc.CL A582$1.10 萬<0.1%歷史
SGISomnigroup International Inc.COM143$1.10 萬<0.1%歷史
CERTCertara, Inc.COM1,962$1.10 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM221$1.10 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI557$1.00 萬<0.1%–
BLSHBullishORD SHS291$1.00 萬<0.1%歷史
FIVEFive Below, IncCOM45$1.00 萬<0.1%歷史
CNACna Financial CorpCOM225$1.00 萬<0.1%歷史
SEESealed Air CorpCOM196$8,000<0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS118$8,000<0.1%歷史
PLTMGraniteShares Platinum TrustSHS BEN INT348$7,000<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS121$7,000<0.1%–
SNAPSnap IncStock1,364$6,000<0.1%歷史
iShares U.S. Healthcare Providers ETF464288828ETF134$6,000<0.1%–
PAASPan American Silver CorpStock101$6,000<0.1%歷史
ENREnergizer Holdings, Inc.COM379$6,000<0.1%歷史
TELFYTelefonica S ASPONSORED ADR1,352$6,000<0.1%歷史
VODVodafone Group Public Ltd CoADR283$4,000<0.1%歷史
TWTradeweb Markets Inc.Stock24$3,000<0.1%歷史
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF123$3,000<0.1%–
Dimensional ETF Trust25434V203INTL CORE EQT MK70$3,000<0.1%–
COLDAmericold Realty TrustCOM261$3,000<0.1%歷史
ELANElanco Animal Health IncCOM145$3,000<0.1%歷史
BF.ABrown Forman CorpCL A94$3,000<0.1%歷史
AAAlcoa CorpStock25$2,000<0.1%歷史
CDECoeur Mining, Inc.COM NEW100$2,000<0.1%歷史
AGFirst Majestic Silver CorpCOM100$2,000<0.1%歷史
SOBOSouth Bow CorpCOM70$2,000<0.1%歷史
GTLSChart Industries IncCOM10$2,000<0.1%歷史
BBarrick Mining CorpStock30$1,000<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM4$1,000<0.1%歷史
GRALGRAIL, Inc.COM25$1,000<0.1%歷史
BLBDBlue Bird CorpCOM10$1,000<0.1%歷史
KFYKorn FerryCOM NEW8$1,000<0.1%歷史
BLDPBallard Power Systems Inc.COM300$1,000<0.1%歷史
ALSumisho Air Lease CorpCL A17$1,000<0.1%歷史