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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
Dimensional ETF Trust25434V625US COR EQU 1 ETF150$1.20 萬<0.1%+150新進–
Alps ETF Tr00162Q676ALERIAN ENERGY307$1.20 萬<0.1%+3+1.0%加碼–
iShares Tr464287325GLOB HLTHCRE ETF123$1.20 萬<0.1%−305−71.3%減碼–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT197$1.20 萬<0.1%00.0%不變–
AGCOAGCO CorpCOM98$1.20 萬<0.1%+1+1.0%加碼歷史
Tema ETF Trust87975E776SPACE INNOV ETF397$1.20 萬<0.1%+397新進–
NADNuveen Quality Municipal Income FundCOM1,003$1.20 萬<0.1%00.0%不變歷史
ETF Ser Solutions26922B394DEFIANCE DRONE A402$1.20 萬<0.1%+402新進–
AVNSAvanos Medical, Inc.Stock531$1.30 萬<0.1%00.0%不變歷史
CUBECubeSmartREIT326$1.30 萬<0.1%+309+1,817.6%加碼歷史
RNRRenaissancere Holdings LtdCOM42$1.30 萬<0.1%+7+20.0%加碼歷史
OHIOmega Healthcare Investors IncCOM282$1.30 萬<0.1%+1+0.4%加碼歷史
EHCEncompass Health CorpCOM124$1.30 萬<0.1%+1+0.8%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM234$1.30 萬<0.1%−54−18.8%減碼歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF140$1.30 萬<0.1%+140新進–
iShares Tr464287796U.S. ENERGY ETF237$1.30 萬<0.1%+1+0.4%加碼–
iShares Inc464286871MSCI HONG KG ETF612$1.30 萬<0.1%+9+1.5%加碼–
iShares Tr464288521CRE U S REIT ETF196$1.30 萬<0.1%−3,169−94.2%減碼–
First Tr Exchange-Traded FD33733E807NAT GAS ETF500$1.30 萬<0.1%+500新進–
First Tr Exchange-Traded FD33734X184UTILITIES ALPH260$1.30 萬<0.1%−1,745−87.0%減碼–
iShares Tr46434V423MSCI SAUDI ARBIA349$1.30 萬<0.1%00.0%不變–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF348$1.40 萬<0.1%+2+0.6%加碼–
LAMRLamar Advertising CoREIT92$1.40 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM184$1.40 萬<0.1%+2+1.1%加碼歷史
RBCRBC Bearings INCCOM22$1.40 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI818$1.40 萬<0.1%−10−1.2%減碼–
EPAMEPAM Systems, Inc.COM175$1.40 萬<0.1%−437−71.4%減碼歷史
EGPEastgroup Properties IncCOM69$1.40 萬<0.1%00.0%不變歷史
FRHCFreedom Holding Corp.COM110$1.40 萬<0.1%+1+0.9%加碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST486$1.40 萬<0.1%−24−4.7%減碼–
AGNCAGNC Investment Corp.REIT1,397$1.50 萬<0.1%+253+22.1%加碼歷史
iShares Tr464288513IBOXX HI YD ETF187$1.50 萬<0.1%−219−53.9%減碼–
PIMCO ETF Tr72201R7830-5 HIGH YIELD161$1.50 萬<0.1%−278−63.3%減碼–
WCCWesco International IncCOM43$1.50 萬<0.1%00.0%不變歷史
GLPIGaming & Leisure Properties, Inc.COM332$1.50 萬<0.1%+1+0.3%加碼歷史
LFUSLittelfuse IncCOM33$1.50 萬<0.1%00.0%不變歷史
FSKFS KKR Capital CorpCOM1,410$1.50 萬<0.1%−568−28.7%減碼歷史
ASAmer Sports, Inc.COM SHS443$1.50 萬<0.1%+2+0.5%加碼歷史
KEXKirby CorpCOM110$1.50 萬<0.1%−65−37.1%減碼歷史
POSTPost Holdings, Inc.COM166$1.50 萬<0.1%00.0%不變歷史
FNVFranco Nevada CorpStock79$1.60 萬<0.1%00.0%不變歷史
WENWendy's CoStock1,931$1.60 萬<0.1%+39+2.1%加碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF500$1.60 萬<0.1%00.0%不變–
ZMZoom Communications, Inc.Stock181$1.60 萬<0.1%+44+32.1%加碼歷史
DKSDick's Sporting Goods, Inc.Stock69$1.60 萬<0.1%00.0%不變歷史
IONSIonis Pharmaceuticals IncCOM203$1.60 萬<0.1%+1+0.5%加碼歷史
COKECoca-Cola Consolidated, Inc.COM84$1.60 萬<0.1%+84新進歷史
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE82$1.60 萬<0.1%+1+1.2%加碼–
Fidelity Covington Trust316092337FIDELITY FUND LR448$1.60 萬<0.1%00.0%不變–
XHRXenia Hotels & Resorts, Inc.COM796$1.60 萬<0.1%00.0%不變歷史
SAIASaia IncCOM39$1.60 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A664ST LON TREAS ETF629$1.60 萬<0.1%+629新進–
iShares Tr46435G516ESG AW MSCI EAFE157$1.60 萬<0.1%00.0%不變–
AMHAmerican Homes 4 RentCL A469$1.60 萬<0.1%+1+0.2%加碼歷史
ENTGEntegris IncCOM87$1.60 萬<0.1%−880−91.0%減碼歷史
Tidal Tr IV88635A303PORTFOLIO BUILDI541$1.60 萬<0.1%+541新進–
SPOTSpotify Technology S.A.Stock37$1.70 萬<0.1%+37新進歷史
ITGartner IncCOM131$1.70 萬<0.1%−434−76.8%減碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF446$1.70 萬<0.1%00.0%不變–
iShares Inc464286178US INTL HGH YLD377$1.70 萬<0.1%+377新進–
RLIRli CorpCOM290$1.70 萬<0.1%00.0%不變歷史
FTAIFTAI Aviation Ltd.SHS63$1.70 萬<0.1%00.0%不變歷史
WMSAdvanced Drainage Systems, Inc.COM110$1.70 萬<0.1%00.0%不變歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD641$1.70 萬<0.1%+4+0.6%加碼–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW323$1.70 萬<0.1%00.0%不變–
DBX ETF Tr233051200XTRACK MSCI EAFE312$1.70 萬<0.1%00.0%不變–
Capital Group Core Equity Et14020V108SHS CREAT UNIT379$1.70 萬<0.1%00.0%不變–
LPLALPL Financial Holdings Inc.COM61$1.70 萬<0.1%+17+38.6%加碼歷史
iShares Tr464287762US HLTHCARE ETF260$1.70 萬<0.1%−11,347−97.8%減碼–
QSRRestaurant Brands International Inc.COM229$1.70 萬<0.1%+1+0.4%加碼歷史
KNKnowles CorpCOM400$1.70 萬<0.1%00.0%不變歷史
iShares Tr46435U796SYSTEMATIC BD ET199$1.80 萬<0.1%+199新進–
VSNTVersant Media Group, Inc.COM CL A510$1.80 萬<0.1%−26−4.9%減碼歷史
iShares Tr46438G448LONG TERM MUNI347$1.80 萬<0.1%+347新進–
FRMEFirst Merchants CorpCOM408$1.80 萬<0.1%+3+0.7%加碼歷史
SNSharkNinja, Inc.COM SHS121$1.80 萬<0.1%+1+0.8%加碼歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH187$1.80 萬<0.1%00.0%不變–
Vanguard Industrials ETF92204A603ETF53$1.90 萬<0.1%−10−15.9%減碼–
AMKRAmkor Technology, Inc.COM224$1.90 萬<0.1%00.0%不變歷史
RPRXRoyalty Pharma plcSHS CLASS A346$1.90 萬<0.1%+1+0.3%加碼歷史
TMToyota Motor CorpADS115$1.90 萬<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM49$1.90 萬<0.1%+6+14.0%加碼歷史
iShares Tr46432F875MRNGSTR INC ETF880$1.90 萬<0.1%−19−2.1%減碼–
WHWyndham Hotels & Resorts, Inc.COM225$1.90 萬<0.1%−2−0.9%減碼歷史
iShares Tr464288687PFD AND INCM SEC628$1.90 萬<0.1%−1,646−72.4%減碼–
SNEXStoneX Group Inc.COM158$1.90 萬<0.1%−78,935−99.8%減碼歷史
EMOClearBridge Energy Midstream Opportunity Fund Inc.COM372$1.90 萬<0.1%+8+2.2%加碼歷史
UNMUnum GroupStock223$2.00 萬<0.1%+60+36.8%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF246$2.00 萬<0.1%00.0%不變依 6 比 1 拆股換算–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT365$2.00 萬<0.1%00.0%不變–
Ssga Active ETF Tr78467V202ST STR INCOM ETF572$2.00 萬<0.1%−11−1.9%減碼–
MATMattel IncCOM1,416$2.00 萬<0.1%−2,087−59.6%減碼歷史
SEMSelect Medical Holdings CorpCOM1,221$2.00 萬<0.1%−1,862−60.4%減碼歷史
Tidal Tr IV88635A105PORTFOLIO BUILDN599$2.00 萬<0.1%+599新進–
NBIXNeurocrine Biosciences IncStock126$2.10 萬<0.1%00.0%不變歷史
NVONovo Nordisk A SADR444$2.10 萬<0.1%00.0%不變歷史
TTDTrade Desk, Inc.Stock1,155$2.10 萬<0.1%+141+13.9%加碼歷史
AYIAcuity Inc. (DE)Stock57$2.10 萬<0.1%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock138$2.10 萬<0.1%+129+1,433.3%加碼歷史
WWDWoodward, Inc.COM49$2.10 萬<0.1%00.0%不變歷史

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