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Livermore
Livermore
中文EN

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
DXCDXC Technology CoStock155$1,000<0.1%−1,607−91.2%減碼歷史
SBRASabra Health Care REIT, Inc.REIT62$1,000<0.1%00.0%不變歷史
MDUMdu Resources Group IncStock67$1,000<0.1%00.0%不變歷史
VNTVontier CorpStock40$1,000<0.1%00.0%不變歷史
OGNOrganon & Co.Stock50$1,000<0.1%−142−74.0%減碼歷史
DJTTrump Media & Technology Group Corp.Stock179$1,000<0.1%−265−59.7%減碼歷史
KDKyndryl Holdings, Inc.Stock96$1,000<0.1%00.0%不變歷史
KNFKnife River CorpStock16$1,000<0.1%00.0%不變歷史
CCChemours CoStock72$1,000<0.1%00.0%不變歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF10$1,000<0.1%+10新進–
SP Funds S&P 500 Sharia Industry Exclusions ETF886364801ETF15$1,000<0.1%+15新進–
CNXCConcentrix CorpStock28$1,000<0.1%00.0%不變歷史
iShares MSCI India ETF46429B598ETF11$1,000<0.1%00.0%不變–
SYMSymbotic Inc.Stock25$1,000<0.1%00.0%不變歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock12$1,000<0.1%00.0%不變歷史
FULFuller H B CoStock13$1,000<0.1%00.0%不變歷史
BITBBitwise Bitcoin ETFSHS BEN INT30$1,000<0.1%00.0%不變歷史
FGF&G Annuities & Life, Inc.COMMON STOCK47$1,000<0.1%−14−23.0%減碼歷史
RCReady Capital CorpCOM548$1,000<0.1%+3+0.6%加碼歷史
SMRNuscale Power CorpCL A COM114$1,000<0.1%−116−50.4%減碼歷史
TXRHTexas Roadhouse, Inc.COM4$1,000<0.1%00.0%不變歷史
HOMBHome Bancshares IncCOM33$1,000<0.1%00.0%不變歷史
AEVAAeva Technologies, Inc.COM NEW50$1,000<0.1%00.0%不變歷史
THOThor Industries IncCOM12$1,000<0.1%00.0%不變歷史
CPKChesapeake Utilities CorpCOM7$1,000<0.1%00.0%不變歷史
SFDSmithfield Foods IncCOM26$1,000<0.1%−359−93.2%減碼歷史
WCNWaste Connections, Inc.COM5$1,000<0.1%00.0%不變歷史
AERAerCap Holdings N.V.SHS4$1,000<0.1%00.0%不變歷史
SFStifel Financial CorpCOM14$1,000<0.1%00.0%不變歷史
Vanguard BD Index FDS921937793LONG TERM BOND21$1,000<0.1%−8−27.6%減碼–
Fidelity Covington Trust316092352BLUE CHIP GRWTH13$1,000<0.1%00.0%不變–
Franklin ETF Tr353506108SHRT DUR US GOVT17$1,000<0.1%+1+6.3%加碼–
TNLTravel & Leisure Co.COM17$1,000<0.1%00.0%不變歷史
EPREpr PropertiesCOM SH BEN INT18$1,000<0.1%00.0%不變歷史
EXPOExponent IncCOM12$1,000<0.1%00.0%不變歷史
CTRECareTrust REIT, Inc.COM25$1,000<0.1%00.0%不變歷史
NYTNew York Times CoCL A14$1,000<0.1%−51−78.5%減碼歷史
ARWArrow Electronics, Inc.COM6$1,000<0.1%00.0%不變歷史
ARRArmour Residential REIT, Inc.COM SHS32$1,000<0.1%+32新進歷史
ONTOOnto Innovation Inc.COM3$1,000<0.1%+3新進歷史
iShares Tr464287739U.S. REAL ES ETF10$1,000<0.1%−51−83.6%減碼–
HLNEHamilton Lane INCCL A13$1,000<0.1%−106−89.1%減碼歷史
RELXRELX PLCSPONSORED ADR42$1,000<0.1%−161−79.3%減碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM2$1,000<0.1%00.0%不變歷史
Dimensional ETF Trust25434V856INFLATION PROTE20$1,000<0.1%+20新進–
PSMTPricesmart IncCOM7$1,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL18$1,000<0.1%00.0%不變–
BFAMBright Horizons Family Solutions Inc.COM12$1,000<0.1%00.0%不變歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF12$1,000<0.1%00.0%不變–
PACPacific Airport GroupSPON ADS B5$1,000<0.1%+5新進歷史
MTDRMatador Resources CoCOM21$1,000<0.1%00.0%不變歷史
BCSBarclays PLCADR54$1,000<0.1%+1+1.9%加碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF56$1,000<0.1%00.0%不變–
VREXVarex Imaging CorpCOM128$1,000<0.1%+128新進歷史
IBNIcici Bank LtdADR40$1,000<0.1%00.0%不變歷史
iShares Tr46429B7470-5 YR TIPS ETF12$1,000<0.1%+12新進–
WisdomTree Tr97717X578EM EX ST-OWNED29$1,000<0.1%−121−80.7%減碼–
CHHChoice Hotels International IncCOM11$1,000<0.1%00.0%不變歷史
TEITempleton Emerging Markets Income FundCOM112$1,000<0.1%+2+1.8%加碼歷史
iShares Tr464288174GL TIMB FORE ETF14$1,000<0.1%00.0%不變–
SITESiteOne Landscape Supply, Inc.COM8$1,000<0.1%00.0%不變歷史
Capital Group Conservative E14020U100SHS43$1,000<0.1%00.0%不變–
FSSFederal Signal CorpCOM7$1,000<0.1%00.0%不變歷史
TRNOTerreno Realty CorpCOM14$1,000<0.1%00.0%不變歷史
ENSGEnsign Group, IncCOM7$1,000<0.1%00.0%不變歷史
HXLHexcel CorpCOM12$1,000<0.1%00.0%不變歷史
BKEBuckle IncCOM30$1,000<0.1%00.0%不變歷史
CVICVR Energy IncCOM24$1,000<0.1%+24新進歷史
NLOPNet Lease Office PropertiesCOM70$1,000<0.1%−61−46.6%減碼歷史
SEDGSolaredge Technologies, Inc.COM10$1,000<0.1%00.0%不變歷史
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A7$1,000<0.1%00.0%不變歷史
SQFTPresidio Property Trust, Inc.COM CL A NEW212$1,000<0.1%+212新進歷史
REZIResideo Technologies, Inc.Stock54$2,000<0.1%00.0%不變歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF36$2,000<0.1%+36新進–
PATHUiPath, Inc.Stock139$2,000<0.1%00.0%不變歷史
CBSHCommerce Bancshares IncStock39$2,000<0.1%+1+2.6%加碼歷史
CLSCelestica IncStock5$2,000<0.1%00.0%不變歷史
CCJCameco CorpStock16$2,000<0.1%−10−38.5%減碼歷史
DRSLeonardo DRS, Inc.Stock56$2,000<0.1%−263−82.4%減碼歷史
CECelanese CorpStock40$2,000<0.1%00.0%不變歷史
Global X FDS37954Y848GLOBAL X SILVER25$2,000<0.1%+25新進–
RHPRyman Hospitality Properties, Inc.COM17$2,000<0.1%00.0%不變歷史
USFDUS Foods Holding Corp.COM21$2,000<0.1%−123−85.4%減碼歷史
EVVEaton Vance Ltd Duration Income FundCOM175$2,000<0.1%+175新進歷史
INGING Groep NVSPONSORED ADR54$2,000<0.1%00.0%不變歷史
SIRISirius XM Holdings Inc.COMMON STOCK75$2,000<0.1%00.0%不變歷史
BRXBrixmor Property Group Inc.COM58$2,000<0.1%00.0%不變歷史
WSOWatsco IncCOM4$2,000<0.1%00.0%不變歷史
CRSCarpenter Technology CorpCOM4$2,000<0.1%00.0%不變歷史
SSDSimpson Manufacturing Co., Inc.COM10$2,000<0.1%−3−23.1%減碼歷史
iShares Inc464286772MSCI STH KOR ETF9$2,000<0.1%00.0%不變–
FCNFti Consulting, IncCOM16$2,000<0.1%−79−83.2%減碼歷史
IXOrix CorpSPONSORED ADR50$2,000<0.1%00.0%不變歷史
IDAIdacorp IncCOM15$2,000<0.1%00.0%不變歷史
LECOLincoln Electric Holdings IncCOM6$2,000<0.1%00.0%不變歷史
CAKECheesecake Factory IncCOM29$2,000<0.1%00.0%不變歷史
CHYCalamos Convertible & High Income FundCOM SHS163$2,000<0.1%−306−65.2%減碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW26$2,000<0.1%00.0%不變–
UCBUnited Community Banks IncCOM64$2,000<0.1%00.0%不變歷史
BlackRock ETF Trust09290C855ISHA LA CORE ETF46$2,000<0.1%+46新進–

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