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Livermore
Livermore
中文EN

CX Institutional

SEC CIK
0001737089
最新申報
2026/10/2

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
AIZAssurant, Inc.Stock1,025$27.5 萬<0.1%+17+1.7%加碼歷史
AALAmerican Airlines Group Inc.Stock15,199$27.5 萬<0.1%−152−1.0%減碼歷史
HSTHost Hotels & Resorts, Inc.COM11,593$27.5 萬<0.1%+186+1.6%加碼歷史
VanEck ETF Trust92189F684RETAIL ETF1,087$27.8 萬<0.1%−19−1.7%減碼–
SWKStanley Black & Decker, Inc.COM2,956$27.8 萬<0.1%+196+7.1%加碼歷史
INVHInvitation Homes Inc.COM9,191$27.8 萬<0.1%+1,918+26.4%加碼歷史
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF4,544$27.9 萬<0.1%−319−6.6%減碼–
ELEstee Lauder Companies IncCL A3,539$27.9 萬<0.1%+474+15.5%加碼歷史
MSCIMSCI Inc.Stock500$28.0 萬<0.1%−8−1.6%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1540$28.2 萬<0.1%+540新進歷史
TXTTextron IncCOM3,070$28.2 萬<0.1%+38+1.3%加碼歷史
BF.BBrown Forman CorpStock10,605$28.3 萬<0.1%+8,714+460.8%加碼歷史
EQTEQT CorpStock5,327$28.3 萬<0.1%−415−7.2%減碼歷史
SJMJ M SMUCKER CoStock2,526$28.4 萬<0.1%+1,741+221.8%加碼歷史
GPCGenuine Parts CoStock2,409$28.4 萬<0.1%+418+21.0%加碼歷史
EXRExtra Space Storage Inc.COM1,958$28.4 萬<0.1%+607+44.9%加碼歷史
SWSmurfit Westrock plcStock6,151$28.5 萬<0.1%+2,055+50.2%加碼歷史
CPRTCopart IncCOM10,123$28.5 萬<0.1%−3,541−25.9%減碼歷史
VLTOVeralto CorpStock3,222$28.6 萬<0.1%+1,755+119.6%加碼歷史
ALBAlbemarle CorpStock2,117$28.6 萬<0.1%+9+0.4%加碼歷史
DOWDow Inc.Stock10,506$28.7 萬<0.1%+36+0.3%加碼歷史
Vanguard Materials ETF92204A801ETF1,256$28.7 萬<0.1%−302−19.4%減碼–
iShares Tr464287549EXPND TEC SC ETF1,757$28.7 萬<0.1%−8,203−82.4%減碼–
ADTADT Inc.COM44,168$28.7 萬<0.1%+8,119+22.5%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF4,213$28.8 萬<0.1%−232−5.2%減碼–
DOXAmdocs LtdSHS5,725$28.9 萬<0.1%+1,137+24.8%加碼歷史
WRBBerkley W R CorpCOM4,119$29.0 萬<0.1%+37+0.9%加碼歷史
POOLPool CorpCOM1,349$29.0 萬<0.1%+457+51.2%加碼歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF4,525$29.2 萬<0.1%−12,014−72.6%減碼–
FTVFortive CorpStock4,789$29.3 萬<0.1%+17+0.4%加碼歷史
MARAMARA Holdings, Inc.COM21,173$29.4 萬<0.1%−341−1.6%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF1,115$29.5 萬<0.1%−375−25.2%減碼–
HEIHeico CorpCOM832$29.5 萬<0.1%−36−4.1%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,538$29.6 萬<0.1%+4+0.1%加碼–
CMSCMS Energy CorpCOM3,884$29.7 萬<0.1%−326−7.7%減碼歷史
PCGPG&E CorpStock17,824$30.0 萬<0.1%+2,401+15.6%加碼歷史
VTRSViatris IncStock18,979$30.1 萬<0.1%+353+1.9%加碼歷史
Cambria ETF Tr132061201SHSHLD YIELD ETF3,810$30.1 萬<0.1%−68−1.8%減碼–
ALLEAllegion plcORD SHS2,140$30.1 萬<0.1%+672+45.8%加碼歷史
TSNTyson Foods, Inc.Stock5,288$30.3 萬<0.1%−56−1.0%減碼歷史
TROWPrice T Rowe Group IncStock2,667$30.3 萬<0.1%+254+10.5%加碼歷史
WECWec Energy Group, Inc.Stock2,599$30.3 萬<0.1%−4−0.2%減碼歷史
PFGPrincipal Financial Group IncCOM2,808$30.3 萬<0.1%+52+1.9%加碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF1,062$30.4 萬<0.1%−49−4.4%減碼–
TDGTransDigm Group INCCOM228$30.4 萬<0.1%+83+57.2%加碼歷史
CPAYCorpay, Inc.COM SHS919$30.6 萬<0.1%+104+12.8%加碼歷史
iShares Tr464288794US BR DEL SE ETF1,745$30.6 萬<0.1%−18,893−91.5%減碼–
LIILennox International IncCOM537$30.8 萬<0.1%+495+1,178.6%加碼歷史
KEYKeycorpCOM13,346$30.8 萬<0.1%+581+4.6%加碼歷史
DXCMDexcom IncCOM4,572$30.8 萬<0.1%−51−1.1%減碼歷史
TSCOTractor Supply CoCOM9,783$30.9 萬<0.1%+5,893+151.5%加碼歷史
SPDR Ser Tr78464A532S&P TRANSN ETF2,680$31.0 萬<0.1%+2,441+1,021.3%加碼–
NTAPNetApp, Inc.Stock2,013$31.1 萬<0.1%−88,845−97.8%減碼歷史
MTCHMatch Group, Inc.COM8,166$31.1 萬<0.1%+1,669+25.7%加碼歷史
ARK Innovation ETF00214Q104ETF3,865$31.2 萬<0.1%00.0%不變–
RLRalph Lauren CorpCL A777$31.2 萬<0.1%+10+1.3%加碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E8,910$31.2 萬<0.1%+8,910新進–
AEEAmeren CorpCOM2,759$31.2 萬<0.1%+21+0.8%加碼歷史
SOLVSolventum CorpStock4,061$31.3 萬<0.1%+1,551+61.8%加碼歷史
CRLCharles River Laboratories International, Inc.COM1,384$31.4 萬<0.1%−901−39.4%減碼歷史
ASMLASML Holding NVADR159$31.6 萬<0.1%−17−9.7%減碼歷史
INTUIntuit Inc.Stock1,210$31.6 萬<0.1%−471−28.0%減碼歷史
ORIOld Republic International CorpCOM7,725$31.6 萬<0.1%+439+6.0%加碼歷史
Schwab International Equity ETF808524805ETF11,437$31.7 萬<0.1%−383,263−97.1%減碼–
KKRKKR & Co. Inc.COM3,487$32.0 萬<0.1%+2,784+396.0%加碼歷史
ATOAtmos Energy CorpCOM1,863$32.1 萬<0.1%−151−7.5%減碼歷史
EVRGEvergy, Inc.Stock3,728$32.2 萬<0.1%+220+6.3%加碼歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV2,806$32.2 萬<0.1%−401−12.5%減碼–
CORZCore Scientific, Inc.COM12,631$32.3 萬<0.1%−312−2.4%減碼歷史
PEGPublic Service Enterprise Group IncCOM3,996$32.4 萬<0.1%+462+13.1%加碼歷史
AITApplied Industrial Technologies IncCOM959$32.4 萬<0.1%−60−5.9%減碼歷史
PODDInsulet CorpStock2,132$32.5 萬<0.1%+1,279+149.9%加碼歷史
Fidelity Covington Trust316092303CONSMR STAPLES6,194$32.5 萬<0.1%−852−12.1%減碼–
FISFidelity National Information Services, Inc.Stock8,412$32.7 萬<0.1%+2,052+32.3%加碼歷史
VTRVentas, Inc.REIT3,692$32.8 萬<0.1%−311−7.8%減碼歷史
KVUEKenvue Inc.Stock17,165$32.8 萬<0.1%+1,125+7.0%加碼歷史
LVSLas Vegas Sands CorpCOM7,110$32.8 萬<0.1%−357−4.8%減碼歷史
APPAppLovin CorpCOM CL A636$32.8 萬<0.1%+392+160.7%加碼歷史
KHCKraft Heinz CoStock14,119$33.3 萬<0.1%+10,572+298.1%加碼歷史
iShares Inc464286749MSCI SWITZERLAND5,314$33.4 萬<0.1%−2,326−30.4%減碼–
NINisource Inc.COM7,050$33.5 萬<0.1%+366+5.5%加碼歷史
CMCSAComcast CorpStock13,744$33.7 萬<0.1%−29,254−68.0%減碼歷史
CNPCenterpoint Energy IncCOM7,643$33.7 萬<0.1%+275+3.7%加碼歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN8,632$33.7 萬<0.1%+47+0.5%加碼–
DLTRDollar Tree, Inc.COM2,798$33.8 萬<0.1%+181+6.9%加碼歷史
TECHBIO-TECHNE CorpCOM4,807$34.0 萬<0.1%+857+21.7%加碼歷史
FSSLFS Specialty Lending FundCOM SH BEN INT30,477$34.0 萬<0.1%−21,381−41.2%減碼歷史
STZConstellation Brands, Inc.Stock2,450$34.1 萬<0.1%+290+13.4%加碼歷史
iShares Core S&P US Value ETF464287663ETF3,108$34.2 萬<0.1%+12+0.4%加碼–
HUMHumana IncStock869$34.5 萬<0.1%+214+32.7%加碼歷史
EIXEdison InternationalStock4,644$34.6 萬<0.1%+235+5.3%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,948$34.6 萬<0.1%−1,042−26.1%減碼–
IDXXIDEXX Laboratories IncCOM657$34.6 萬<0.1%+12+1.9%加碼歷史
CBRECbre Group, Inc.CL A2,574$34.7 萬<0.1%+509+24.6%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF883$35.0 萬<0.1%−91−9.3%減碼–
CDWCDW CorpCOM2,486$35.0 萬<0.1%+1,496+151.1%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP7,516$35.3 萬<0.1%+443+6.3%加碼–
NDSNNordson CorpCOM1,180$35.6 萬<0.1%+15+1.3%加碼歷史
CIENCiena CorpCOM NEW728$35.7 萬<0.1%+698+2,326.7%加碼歷史
EXCExelon CorpStock7,684$35.8 萬<0.1%+247+3.3%加碼歷史

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