CX Institutional
- SEC CIK
- 0001737089
- 最新申報
- 2026/10/2
2026 年第 3 季持倉
持倉截至 2026/9/30，2026/10/2 申報。只含多頭部位，變化是跟 2026 年第 2 季比股數。
- 持股檔數
- 1,668
- 較 2026 年第 2 季 +100
- 總值
- $36.9 億
- 較 2026 年第 2 季 +$2.27 億 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LUMNLumen Technologies, Inc. | Stock | 117 | $1,000 | <0.1% | +117 | 新進 | 歷史 |
| REZIResideo Technologies, Inc. | Stock | 54 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SBRASabra Health Care REIT, Inc. | REIT | 62 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 65 | $1,000 | <0.1% | +15+30.0% | 加碼 | 歷史 |
| KNFKnife River Corp | Stock | 16 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCChemours Co | Stock | 72 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 15 | $1,000 | <0.1% | 00.0% | 不變 | – |
| CNXCConcentrix Corp | Stock | 28 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 10 | $1,000 | <0.1% | −612−98.4% | 減碼 | 歷史 |
| SYMSymbotic Inc. | Stock | 25 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FULFuller H B Co | Stock | 13 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 30 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 26 | $1,000 | <0.1% | −21−44.7% | 減碼 | 歷史 |
| RCReady Capital Corp | COM | 552 | $1,000 | <0.1% | +4+0.7% | 加碼 | 歷史 |
| SMRNuscale Power Corp | CL A COM | 100 | $1,000 | <0.1% | −14−12.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 72 | $1,000 | <0.1% | +72 | 新進 | – |
| HOMBHome Bancshares Inc | COM | 33 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LAZLazard, Inc. | COM | 38 | $1,000 | <0.1% | −83,639−100.0% | 減碼 | 歷史 |
| THOThor Industries Inc | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 7 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 5 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 4 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 8 | $1,000 | <0.1% | −81−91.0% | 減碼 | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 175 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 21 | $1,000 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 13 | $1,000 | <0.1% | 00.0% | 不變 | – |
| FMCFMC Corp | COM NEW | 140 | $1,000 | <0.1% | +140 | 新進 | 歷史 |
| Franklin ETF Tr353506108 | SHRT DUR US GOVT | 17 | $1,000 | <0.1% | 00.0% | 不變 | – |
| TNLTravel & Leisure Co. | COM | 17 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 25 | $1,000 | <0.1% | −50−66.7% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 25 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NYTNew York Times Co | CL A | 17 | $1,000 | <0.1% | +3+21.4% | 加碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 3 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WSOWatsco Inc | COM | 4 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 10 | $1,000 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 5 | $1,000 | <0.1% | −4−44.4% | 減碼 | – |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 7 | $1,000 | <0.1% | −4,113−99.8% | 減碼 | – |
| HLNEHamilton Lane INC | CL A | 13 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 42 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PSMTPricesmart Inc | COM | 7 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 18 | $1,000 | <0.1% | 00.0% | 不變 | – |
| TOLToll Brothers, Inc. | COM | 7 | $1,000 | <0.1% | +7 | 新進 | 歷史 |
| FTREFortrea Holdings Inc. | COMMON STOCK | 26 | $1,000 | <0.1% | +26 | 新進 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HHyatt Hotels Corp | COM CL A | 5 | $1,000 | <0.1% | +5 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 52 | $1,000 | <0.1% | +52 | 新進 | – |
| PACPacific Airport Group | SPON ADS B | 5 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MTDRMatador Resources Co | COM | 21 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 34 | $1,000 | <0.1% | +34 | 新進 | – |
| BCSBarclays PLC | ADR | 54 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 10 | $1,000 | <0.1% | −470−97.9% | 減碼 | – |
| IBNIcici Bank Ltd | ADR | 40 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 29 | $1,000 | <0.1% | 00.0% | 不變 | – |
| CHHChoice Hotels International Inc | COM | 11 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 25 | $1,000 | <0.1% | +25 | 新進 | – |
| TEITempleton Emerging Markets Income Fund | COM | 115 | $1,000 | <0.1% | +3+2.7% | 加碼 | 歷史 |
| iShares Tr464288174 | GL TIMB FORE ETF | 14 | $1,000 | <0.1% | 00.0% | 不變 | – |
| SITESiteOne Landscape Supply, Inc. | COM | 8 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 30 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FSSFederal Signal Corp | COM | 7 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 35 | $1,000 | <0.1% | +35 | 新進 | – |
| TRNOTerreno Realty Corp | COM | 14 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OLEDUniversal Display Corp | COM | 19 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ENSGEnsign Group, Inc | COM | 7 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HXLHexcel Corp | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J802 | INDIA NFTY50 EQW | 11 | $1,000 | <0.1% | +11 | 新進 | – |
| CLWClearwater Paper Corp | COM | 30 | $1,000 | <0.1% | +30 | 新進 | 歷史 |
| FRMIFermi Inc. | COM | 200 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MANManpowerGroup Inc. | COM | 12 | $1,000 | <0.1% | +12 | 新進 | 歷史 |
| NLOPNet Lease Office Properties | COM | 70 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| UNITUniti Group Inc. | COM SHS | 103 | $1,000 | <0.1% | +103 | 新進 | 歷史 |
| PCMPCM Fund, Inc. | COM | 300 | $1,000 | <0.1% | +300 | 新進 | 歷史 |
| Amplify ETF Tr032108599 | AMPLIFY BLUESTAR | 10 | $1,000 | <0.1% | −161−94.2% | 減碼 | – |
| NLYAnnaly Capital Management Inc | REIT | 115 | $2,000 | <0.1% | −974−89.4% | 減碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 36 | $2,000 | <0.1% | 00.0% | 不變 | – |
| DJTTrump Media & Technology Group Corp. | Stock | 239 | $2,000 | <0.1% | +60+33.5% | 加碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 39 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 33 | $2,000 | <0.1% | +33 | 新進 | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 16 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CECelanese Corp | Stock | 35 | $2,000 | <0.1% | −5−12.5% | 減碼 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 210 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PPCPilgrims Pride Corp | Stock | 59 | $2,000 | <0.1% | −127,248−100.0% | 減碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 50 | $2,000 | <0.1% | +50 | 新進 | 歷史 |
| QSQuantumScape Corp | COM CL A | 416 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 10 | $2,000 | <0.1% | +6+150.0% | 加碼 | 歷史 |
| RHPRyman Hospitality Properties, Inc. | COM | 17 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CENXCentury Aluminum Co | COM | 62 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 18 | $2,000 | <0.1% | −240−93.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X747 | EMER MA HUMA ETF | 48 | $2,000 | <0.1% | +48 | 新進 | – |
| BBWIBath & Body Works, Inc. | COM | 146 | $2,000 | <0.1% | −45−23.6% | 減碼 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 75 | $2,000 | <0.1% | +75 | 新進 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 25 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SFStifel Financial Corp | COM | 33 | $2,000 | <0.1% | +19+135.7% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 46 | $2,000 | <0.1% | −157−77.3% | 減碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 54 | $2,000 | <0.1% | +54 | 新進 | – |
| CRICarters Inc | COM | 75 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 54 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 2 季之後清倉（87 檔）
2026 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 2 季股數 | 2026 年第 2 季市值 | 2026 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IRDMIridium Communications Inc. | COM | 171,098 | $938.5 萬 | 0.3% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 66,197 | $905.0 萬 | 0.3% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 584,742 | $684.7 萬 | 0.2% | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 450,630 | $637.2 萬 | 0.2% | 歷史 |
| INVAInnoviva, Inc. | COM | 280,240 | $636.4 萬 | 0.2% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 6,542 | $231.9 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 20,357 | $177.0 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 2,733 | $56.0 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 10,585 | $44.2 萬 | <0.1% | – |
| BF.BBrown Forman Corp | Stock | 10,605 | $28.3 萬 | <0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 992 | $18.7 萬 | <0.1% | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 2,544 | $12.9 萬 | <0.1% | – |
| APLDApplied Digital Corp. | COM NEW | 2,406 | $9.00 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 980 | $8.70 萬 | <0.1% | – |
| iShares Tr46438G737 | ENERGY STRG & MA | 1,785 | $8.00 萬 | <0.1% | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,774 | $7.50 萬 | <0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 1,133 | $6.50 萬 | <0.1% | – |
| RBB FD Inc74933W536 | US TREASR 10 YR | 1,500 | $6.50 萬 | <0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 1,206 | $6.10 萬 | <0.1% | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,600 | $5.40 萬 | <0.1% | 歷史 |
| Spinnaker ETF Series84858T772 | SELE STO EUR ETF | 1,220 | $5.10 萬 | <0.1% | – |
| RBB FD Inc74933W486 | US TREASY 2 YR | 1,011 | $4.80 萬 | <0.1% | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 755 | $4.00 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 336 | $3.70 萬 | <0.1% | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 1,400 | $3.60 萬 | <0.1% | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 900 | $3.50 萬 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 1,550 | $3.50 萬 | <0.1% | – |
| Tidal Tr IV88635A204 | PORTFOLIO BUILDI | 1,068 | $2.90 萬 | <0.1% | – |
| KRMNKarman Holdings Inc. | COMMON STOCK | 557 | $2.80 萬 | <0.1% | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 700 | $2.80 萬 | <0.1% | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 642 | $2.70 萬 | <0.1% | – |
| FCTFirst Trust Senior Floating Rate Income Fund II | COM | 2,738 | $2.60 萬 | <0.1% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 2,567 | $2.40 萬 | <0.1% | 歷史 |
| BMIBadger Meter Inc | COM | 163 | $2.40 萬 | <0.1% | 歷史 |
| VanEck Vectors ETF Tr92189F585 | OIL REFINERS ETF | 530 | $2.40 萬 | <0.1% | – |
| WWDWoodward, Inc. | COM | 49 | $2.10 萬 | <0.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 39 | $2.10 萬 | <0.1% | 歷史 |
| HCIHCI Group, Inc. | COM | 118 | $2.10 萬 | <0.1% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,221 | $2.00 萬 | <0.1% | 歷史 |
| Tidal Tr IV88635A105 | PORTFOLIO BUILDN | 599 | $2.00 萬 | <0.1% | – |
| iShares Tr46438G448 | LONG TERM MUNI | 347 | $1.80 萬 | <0.1% | – |
| FNVFranco Nevada Corp | Stock | 79 | $1.60 萬 | <0.1% | 歷史 |
| Tidal Tr IV88635A303 | PORTFOLIO BUILDI | 541 | $1.60 萬 | <0.1% | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 161 | $1.50 萬 | <0.1% | – |
| WBSWebster Financial Corp | COM | 184 | $1.40 萬 | <0.1% | 歷史 |
| RBCRBC Bearings INC | COM | 22 | $1.40 萬 | <0.1% | 歷史 |
| AVNSAvanos Medical, Inc. | Stock | 531 | $1.30 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 140 | $1.30 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 500 | $1.30 萬 | <0.1% | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 150 | $1.20 萬 | <0.1% | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 351 | $1.10 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 116 | $1.00 萬 | <0.1% | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 725 | $9,000 | <0.1% | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 354 | $9,000 | <0.1% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 128 | $9,000 | <0.1% | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 309 | $9,000 | <0.1% | – |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 219 | $9,000 | <0.1% | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 125 | $9,000 | <0.1% | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 172 | $8,000 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 284 | $8,000 | <0.1% | – |
| RIORio Tinto PLC | ADR | 69 | $7,000 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 120 | $6,000 | <0.1% | – |
| SAHSonic Automotive Inc | CL A | 64 | $5,000 | <0.1% | 歷史 |
| MMIMarcus & Millichap, Inc. | COM | 161 | $5,000 | <0.1% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 135 | $5,000 | <0.1% | 歷史 |
| EVTCEVERTEC, Inc. | COM | 172 | $5,000 | <0.1% | 歷史 |
| MKLMarkel Group Inc. | COM | 2 | $4,000 | <0.1% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 52 | $4,000 | <0.1% | – |
| Capital Group Global Equity14020R107 | SHS | 107 | $4,000 | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 33 | $4,000 | <0.1% | – |
| SPSCSPS Commerce Inc | COM | 50 | $3,000 | <0.1% | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 56 | $3,000 | <0.1% | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 70 | $3,000 | <0.1% | – |
| FLOFlowers Foods Inc | COM | 352 | $3,000 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 35 | $3,000 | <0.1% | 歷史 |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 46 | $2,000 | <0.1% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 30 | $2,000 | <0.1% | – |
| NATNordic American Tankers Ltd | COM | 347 | $2,000 | <0.1% | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 11 | $1,000 | <0.1% | – |
| AEVAAeva Technologies, Inc. | COM NEW | 50 | $1,000 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 20 | $1,000 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 56 | $1,000 | <0.1% | – |
| VREXVarex Imaging Corp | COM | 128 | $1,000 | <0.1% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12 | $1,000 | <0.1% | – |
| Capital Group Conservative E14020U100 | SHS | 43 | $1,000 | <0.1% | – |
| BKEBuckle Inc | COM | 30 | $1,000 | <0.1% | 歷史 |
| SQFTPresidio Property Trust, Inc. | COM CL A NEW | 212 | $1,000 | <0.1% | 歷史 |