跳到主要內容
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
UTHRUnited Therapeutics CorpCOM39$2.10 萬<0.1%00.0%不變歷史
HCIHCI Group, Inc.COM118$2.10 萬<0.1%−36,923−99.7%減碼歷史
KRGKite Realty Group TrustCOM NEW732$2.10 萬<0.1%00.0%不變歷史
CHICalamos Convertible Opportunities & Income FundSH BEN INT1,582$2.10 萬<0.1%+35+2.3%加碼歷史
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT393$2.10 萬<0.1%00.0%不變–
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT2,032$2.10 萬<0.1%+59+3.0%加碼歷史
VRTVertiv Holdings CoCOM CL A62$2.10 萬<0.1%+11+21.6%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW223$2.10 萬<0.1%00.0%不變歷史
iShares Tr464288745GLB CNS DISC ETF111$2.10 萬<0.1%−6,409−98.3%減碼–
TYTRI-CONTINENTAL CorpCOM616$2.10 萬<0.1%+14+2.3%加碼歷史
Fidelity MSCI Financials Index ETF316092501ETF287$2.20 萬<0.1%+1+0.3%加碼–
AMGAffiliated Managers Group, Inc.Stock66$2.20 萬<0.1%00.0%不變歷史
Defiance Quantum ETF26922A420ETF133$2.20 萬<0.1%00.0%不變–
ARMKAramarkCOM394$2.20 萬<0.1%+2+0.5%加碼歷史
HOGHarley-Davidson, Inc.COM890$2.20 萬<0.1%+1+0.1%加碼歷史
ROIVRoivant Sciences Ltd.SHS628$2.20 萬<0.1%+2+0.3%加碼歷史
CRBGCorebridge Financial, Inc.COM760$2.20 萬<0.1%+93+13.9%加碼歷史
ARAntero Resources CorpCOM619$2.20 萬<0.1%+619新進歷史
iShares Tr46429B523MSCI DENMARK ETF196$2.20 萬<0.1%−1−0.5%減碼–
CHWYChewy, Inc.CL A1,149$2.30 萬<0.1%+394+52.2%加碼歷史
First Tr Exchng Traded FD VI33740F342FT VEST U.S865$2.30 萬<0.1%00.0%不變–
CARTMaplebear Inc.COM493$2.30 萬<0.1%+105+27.1%加碼歷史
First Tr Exchange-Traded FD33734G108COM733$2.30 萬<0.1%−27,026−97.4%減碼–
BROSDutch Bros Inc.CL A322$2.30 萬<0.1%−60−15.7%減碼歷史
iShares Inc464286764MSCI SPAIN ETF391$2.30 萬<0.1%+5+1.3%加碼–
KNXKnight-Swift Transportation Holdings Inc.CL A295$2.30 萬<0.1%00.0%不變歷史
TRPTC Energy CorpCOM350$2.30 萬<0.1%00.0%不變歷史
RYANRyan Specialty Holdings, Inc.CL A597$2.30 萬<0.1%+597新進歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF912$2.30 萬<0.1%−192,643−99.5%減碼–
DINOHF Sinclair CorpCOM337$2.30 萬<0.1%+18+5.6%加碼歷史
NLYAnnaly Capital Management IncREIT1,089$2.40 萬<0.1%−2,221−67.1%減碼歷史
MKSIMKS IncCOM53$2.40 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V324S&P500 EQL IND372$2.40 萬<0.1%−5,870−94.0%減碼–
PTENPatterson Uti Energy IncCOM2,567$2.40 萬<0.1%+23+0.9%加碼歷史
Franklin Templeton ETF Tr35473P835FTSE BRAZIL1,134$2.40 萬<0.1%00.0%不變–
BURLBurlington Stores, Inc.COM75$2.40 萬<0.1%+6+8.7%加碼歷史
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT579$2.40 萬<0.1%00.0%不變–
BMIBadger Meter IncCOM163$2.40 萬<0.1%−160−49.5%減碼歷史
iShares Inc464286350MSCI AGR PRO ETF542$2.40 萬<0.1%−9,418−94.6%減碼–
VanEck Vectors ETF Tr92189F585OIL REFINERS ETF530$2.40 萬<0.1%+530新進–
Dfa Invt Dimensions Group IN25239Y238U.S. MIC CAP SHS400$2.40 萬<0.1%+400新進–
NTNXNutanix, Inc.Stock488$2.50 萬<0.1%+280+134.6%加碼歷史
EFXEquifax IncCOM160$2.50 萬<0.1%−1,820−91.9%減碼歷史
First Tr Exchange-Traded Alp33735J101COM SHS258$2.50 萬<0.1%−211−45.0%減碼–
First Tr Exchng Traded FD VI33740U570VEST US MAX BUFF713$2.50 萬<0.1%00.0%不變–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,389$2.50 萬<0.1%+20+1.5%加碼–
AMPHAmphastar Pharmaceuticals, Inc.COM1,259$2.50 萬<0.1%−1,714−57.7%減碼歷史
RVMDRevolution Medicines, Inc.COM132$2.50 萬<0.1%+27+25.7%加碼歷史
PEverpure, Inc.CL A320$2.50 萬<0.1%+124+63.3%加碼歷史
RKLBRocket Lab CorpCOM242$2.50 萬<0.1%+40+19.8%加碼歷史
VNOMViper Energy, Inc.COM579$2.50 萬<0.1%+85+17.2%加碼歷史
JHXJames Hardie Industries plcStock986$2.60 萬<0.1%00.0%不變歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT751$2.60 萬<0.1%00.0%不變–
COLBColumbia Banking System, Inc.COM799$2.60 萬<0.1%+4+0.5%加碼歷史
iShares Tr464288257MSCI ACWI ETF168$2.60 萬<0.1%+2+1.2%加碼–
HTGCHercules Capital, Inc.COM1,675$2.60 萬<0.1%−475−22.1%減碼歷史
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA392$2.60 萬<0.1%00.0%不變–
Fidelity Covington Trust31609A503ENH MID COR ETF642$2.60 萬<0.1%−197−23.5%減碼–
iShares Tr464287770U.S. FIN SVC ETF283$2.60 萬<0.1%−2,921−91.2%減碼–
WisdomTree Tr97717W844GLOB EX US QU FD569$2.60 萬<0.1%−100−14.9%減碼–
SNDASonida Senior Living, Inc.COM629$2.60 萬<0.1%00.0%不變歷史
FCTFirst Trust Senior Floating Rate Income Fund IICOM2,738$2.60 萬<0.1%−21,175−88.6%減碼歷史
OCOwens CorningStock171$2.70 萬<0.1%−60−26.0%減碼歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW411$2.70 萬<0.1%+3+0.7%加碼–
FBINFortune Brands Innovations, Inc.COM499$2.70 萬<0.1%−761−60.4%減碼歷史
TPGTPG Inc.COM CL A657$2.70 萬<0.1%+544+481.4%加碼歷史
iShares Tr464288711GLOB UTILITS ETF317$2.70 萬<0.1%−49−13.4%減碼–
JEFJefferies Financial Group Inc.COM547$2.70 萬<0.1%+239+77.6%加碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,200$2.70 萬<0.1%00.0%不變歷史
LSCCLattice Semiconductor CorpCOM176$2.70 萬<0.1%+54+44.3%加碼歷史
iShares Tr464289883CORE 30 70 ETF642$2.70 萬<0.1%+36+5.9%加碼–
ROKURoku, IncCOM CL A195$2.70 萬<0.1%+56+40.3%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF202$2.80 萬<0.1%+1+0.5%加碼–
FIGRFigure Technology Solutions, Inc.Stock927$2.80 萬<0.1%00.0%不變歷史
BSYBentley Systems IncCOM CL B939$2.80 萬<0.1%+845+898.9%加碼歷史
ZWSZurn Elkay Water Solutions CorpCOM560$2.80 萬<0.1%+2+0.4%加碼歷史
RACEFerrari N.V.COM75$2.80 萬<0.1%00.0%不變歷史
KRMNKarman Holdings Inc.COMMON STOCK557$2.80 萬<0.1%+557新進歷史
CNQCanadian Natural Resources LtdCOM700$2.80 萬<0.1%+700新進歷史
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT660$2.80 萬<0.1%00.0%不變–
CORTCorcept Therapeutics IncCOM325$2.80 萬<0.1%+2+0.6%加碼歷史
MRPMillrose Properties, Inc.COM CL A960$2.90 萬<0.1%−60−5.9%減碼歷史
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB1,510$2.90 萬<0.1%−969−39.1%減碼–
Global X FDS37960A529DEFENSE TECH ETF480$2.90 萬<0.1%+480新進–
WisdomTree Tr97717W125FUTRE STRAT FD718$2.90 萬<0.1%−37−4.9%減碼–
Tidal Tr IV88635A204PORTFOLIO BUILDI1,068$2.90 萬<0.1%+1,068新進–
CMCCommercial Metals CoStock475$3.00 萬<0.1%+133+38.9%加碼歷史
CCICrown Castle Inc.REIT397$3.00 萬<0.1%−119−23.1%減碼歷史
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 261,305$3.00 萬<0.1%−737−36.1%減碼–
Invesco Actively Managed Exc46090A101ACTIVE US REAL290$3.00 萬<0.1%−3,055−91.3%減碼–
YUMCYum China Holdings, Inc.COM724$3.00 萬<0.1%00.0%不變歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK724$3.00 萬<0.1%+388+115.5%加碼歷史
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB1,514$3.00 萬<0.1%−944−38.4%減碼–
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP1,371$3.00 萬<0.1%−557−28.9%減碼–
ProShares Tr74348A467S&P 500 DV ARIST532$3.00 萬<0.1%+300+129.3%加碼依 2 比 1 拆股換算–
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM271$3.00 萬<0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 20271,357$3.00 萬<0.1%−831−38.0%減碼–
HRIHerc Holdings IncCOM212$3.00 萬<0.1%−386−64.5%減碼歷史
OWLBlue Owl Capital Inc.COM CL A3,396$3.00 萬<0.1%+3,050+881.5%加碼歷史
GILGildan Activewear Inc.Stock595$3.10 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