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Livermore
Livermore
中文EN

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。

機構總覽
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%)
申報日
2026/10/2
SEC
CX Institutional 在 2026 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LNTAlliant Energy CorpStock2,810$17.8 萬<0.1%−570−16.9%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF4,047$18.0 萬<0.1%−1,607−28.4%減碼–
Franklin Templeton ETF Tr35473P827FTSE CANADA3,510$18.3 萬<0.1%+14+0.4%加碼–
FRTFederal Realty Investment TrustSH BEN INT NEW1,689$18.3 萬<0.1%+75+4.6%加碼歷史
ESSEssex Property Trust, Inc.COM684$18.4 萬<0.1%−12−1.7%減碼歷史
VanEck ETF Trust92189F536LONG MUNI ETF11,396$18.6 萬<0.1%−9,972−46.7%減碼–
ERIEErie Indemnity CoCL A853$18.7 萬<0.1%−112−11.6%減碼歷史
BUSEFirst Busey CorpCOM NEW6,424$18.7 萬<0.1%00.0%不變歷史
JBHTHunt J B Transport Services IncCOM841$18.8 萬<0.1%−33−3.8%減碼歷史
BANDBandwidth Inc.COM CL A3,100$18.8 萬<0.1%−9−0.3%減碼歷史
PKGPackaging Corp of AmericaStock823$18.9 萬<0.1%+7+0.9%加碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS4,621$19.0 萬<0.1%+4,621新進–
TWLOTwilio IncCL A651$19.0 萬<0.1%−50−7.1%減碼歷史
Schwab US Aggregate Bond ETF808524839ETF8,628$19.1 萬<0.1%00.0%不變–
CORZCore Scientific, Inc.COM11,964$19.1 萬<0.1%−667−5.3%減碼歷史
EIXEdison InternationalStock3,588$19.3 萬<0.1%−1,056−22.7%減碼歷史
EPDEnterprise Products Partners L.P.Stock5,453$19.4 萬<0.1%+1,141+26.5%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW2,065$19.4 萬<0.1%−31−1.5%減碼–
DPZDominos Pizza IncCOM652$19.5 萬<0.1%+88+15.6%加碼歷史
ITTItt Inc.COM972$19.6 萬<0.1%+226+30.3%加碼歷史
iShares U.S. Regional Banks ETF464288778ETF3,441$19.7 萬<0.1%−104−2.9%減碼–
SMASmartStop Self Storage REIT, Inc.COMMON STOCK6,122$19.7 萬<0.1%−950−13.4%減碼歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH724$19.7 萬<0.1%00.0%不變–
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,335$19.8 萬<0.1%−67−4.8%減碼歷史
MELIMercadolibre IncCOM115$19.9 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W604US SMALLCAP DIVD5,316$20.1 萬<0.1%+32+0.6%加碼–
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL1,261$20.1 萬<0.1%00.0%不變–
GLXYGalaxy Digital Inc.CL A8,868$20.2 萬<0.1%+402+4.7%加碼歷史
BBarrick Mining CorpStock5,000$20.3 萬<0.1%+5,000新進歷史
IPInternational Paper CoCOM6,170$20.5 萬<0.1%+183+3.1%加碼歷史
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT5,597$20.7 萬<0.1%+837+17.6%加碼–
FORTYFormula Systems (1985) LtdSPONSORED ADS1,844$20.7 萬<0.1%00.0%不變歷史
GDDYGoDaddy Inc.CL A2,209$21.1 萬<0.1%+1,142+107.0%加碼歷史
FELEFranklin Electric Co IncCOM2,205$21.1 萬<0.1%+6+0.3%加碼歷史
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF4,382$21.2 萬<0.1%−162−3.6%減碼–
AALAmerican Airlines Group Inc.Stock15,911$21.3 萬<0.1%+712+4.7%加碼歷史
EXRExtra Space Storage Inc.COM1,622$21.3 萬<0.1%−336−17.2%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -3,727$21.4 萬<0.1%+503+15.6%加碼歷史
IEXIdex CorpCOM940$21.4 萬<0.1%+25+2.7%加碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF4,033$21.5 萬<0.1%+4,023+40,230.0%加碼–
QXOQXO, Inc.COM NEW18,406$21.5 萬<0.1%+18,406新進歷史
LLoews CorpCOM2,069$21.6 萬<0.1%−59−2.8%減碼歷史
ALBAlbemarle CorpStock2,052$21.7 萬<0.1%−65−3.1%減碼歷史
EGEverest Group, Ltd.COM596$21.8 萬<0.1%+32+5.7%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,122$22.0 萬<0.1%+15+0.5%加碼–
Timothy Plan887432326HIG DV STK ETF5,458$22.1 萬<0.1%+5,458新進–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,430$22.2 萬<0.1%00.0%不變–
FHNFirst Horizon CorpCOM9,624$22.2 萬<0.1%00.0%不變歷史
HRLHormel Foods CorpCOM11,146$22.2 萬<0.1%−4,274−27.7%減碼歷史
Cohen & Steers ETF Trust19249U609FUTURE OF ENERGY8,993$22.3 萬<0.1%+8,993新進–
PNWPinnacle West Capital CorpCOM2,396$22.3 萬<0.1%+532+28.5%加碼歷史
TEAMAtlassian CorpCL A1,248$22.4 萬<0.1%+190+18.0%加碼歷史
EMEEMCOR Group, Inc.Stock298$22.5 萬<0.1%+12+4.2%加碼歷史
APTVAptiv PLCStock5,228$22.5 萬<0.1%−1,530−22.6%減碼歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC1,867$22.6 萬<0.1%00.0%不變–
Hartford FDS Exchange Traded41653L834EQUITY PREMIUM I5,461$22.6 萬<0.1%+5,461新進–
OGEOGE Energy Corp.COM5,029$22.8 萬<0.1%+3,060+155.4%加碼歷史
iShares Inc46434G780MSCI SINGPOR ETF6,890$22.9 萬<0.1%−451−6.1%減碼–
APPAppLovin CorpCOM CL A791$23.0 萬<0.1%+155+24.4%加碼歷史
IRIngersoll Rand Inc.COM3,057$23.0 萬<0.1%−70−2.2%減碼歷史
TSNTyson Foods, Inc.Stock4,603$23.3 萬<0.1%−685−13.0%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN5,466$23.3 萬<0.1%−9−0.2%減碼–
NRGNRG Energy, Inc.Stock2,442$23.4 萬<0.1%−47,754−95.1%減碼歷史
DOCHealthpeak Properties, Inc.COM11,725$23.4 萬<0.1%+722+6.6%加碼歷史
WYNNWynn Resorts LtdCOM2,970$23.6 萬<0.1%−1,315−30.7%減碼歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV2,095$23.6 萬<0.1%−711−25.3%減碼–
LNGCheniere Energy, Inc.COM NEW881$23.7 萬<0.1%−65−6.9%減碼歷史
MARAMARA Holdings, Inc.COM20,905$23.7 萬<0.1%−268−1.3%減碼歷史
BDXBecton Dickinson & CoStock1,328$23.8 萬<0.1%+13+1.0%加碼歷史
BALLBALL CorpCOM4,309$24.1 萬<0.1%+29+0.7%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE4,390$24.1 萬<0.1%−2,173−33.1%減碼–
SPDR Series Trust78464A805ST STR PR SP15002,622$24.1 萬<0.1%+7+0.3%加碼–
BXPBXP, Inc.COM3,948$24.1 萬<0.1%+152+4.0%加碼歷史
ARESAres Management CorpCL A COM STK2,077$24.1 萬<0.1%+357+20.8%加碼歷史
PEGPublic Service Enterprise Group IncCOM3,594$24.2 萬<0.1%−402−10.1%減碼歷史
FIXComfort Systems USA IncCOM147$24.3 萬<0.1%+94+177.4%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,350$24.5 萬<0.1%+4,350新進–
TDToronto Dominion BankStock2,097$24.6 萬<0.1%−41−1.9%減碼歷史
REGRegency Centers CorpCOM3,423$24.6 萬<0.1%−13−0.4%減碼歷史
INVHInvitation Homes Inc.COM9,329$24.6 萬<0.1%+138+1.5%加碼歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN8,499$24.7 萬<0.1%−133−1.5%減碼–
EQTEQT CorpStock5,112$24.8 萬<0.1%−215−4.0%減碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS4,381$24.8 萬<0.1%+227+5.5%加碼–
CLSKCleanspark, Inc.COM NEW19,462$25.1 萬<0.1%+804+4.3%加碼歷史
AEEAmeren CorpCOM2,521$25.1 萬<0.1%−238−8.6%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F2,968$25.2 萬<0.1%+1,284+76.2%加碼–
AMCRAmcor plcORD6,055$25.3 萬<0.1%+1,154+23.5%加碼歷史
KGCKinross Gold CorpCOM10,616$25.6 萬<0.1%+10,616新進歷史
RIOTRiot Platforms, Inc.COM12,725$25.6 萬<0.1%−551−4.2%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN13,015$25.7 萬<0.1%+6,303+93.9%加碼歷史
SOLVSolventum CorpStock2,925$25.8 萬<0.1%−1,136−28.0%減碼歷史
ATECAlphatec Holdings, Inc.COM NEW25,080$25.9 萬<0.1%00.0%不變歷史
Vanguard Materials ETF92204A801ETF1,191$26.0 萬<0.1%−65−5.2%減碼–
BABAAlibaba Group Holding LtdADR2,414$26.0 萬<0.1%+337+16.2%加碼歷史
FTVFortive CorpStock4,757$26.1 萬<0.1%−32−0.7%減碼歷史
HUMHumana IncStock685$26.1 萬<0.1%−184−21.2%減碼歷史
SWKStanley Black & Decker, Inc.COM2,951$26.1 萬<0.1%−5−0.2%減碼歷史
CMSCMS Energy CorpCOM4,146$26.2 萬<0.1%+262+6.7%加碼歷史
ESEversource EnergyStock4,092$26.3 萬<0.1%+579+16.5%加碼歷史
KEYKeycorpCOM13,084$26.3 萬<0.1%−262−2.0%減碼歷史

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。

CX Institutional 在 2026 年第 2 季之後清倉的部位
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.COM171,098$938.5 萬0.3%歷史
XOMExxonMobil Holdings CorpCOM66,197$905.0 萬0.3%歷史
LEGLeggett & Platt IncStock584,742$684.7 萬0.2%歷史
SBHSally Beauty Holdings, Inc.COM450,630$637.2 萬0.2%歷史
INVAInnoviva, Inc.COM280,240$636.4 萬0.2%歷史
BLDQXO Insulation, LLCStock6,542$231.9 萬0.1%歷史
OKEONEOK IncCOM20,357$177.0 萬0.1%歷史
EAElectronic Arts Inc.COM2,733$56.0 萬<0.1%歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF10,585$44.2 萬<0.1%–
BF.BBrown Forman CorpStock10,605$28.3 萬<0.1%歷史
AVBAvalonbay Communities IncCOM992$18.7 萬<0.1%歷史
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,544$12.9 萬<0.1%–
APLDApplied Digital Corp.COM NEW2,406$9.00 萬<0.1%歷史
VanEck ETF Trust92189H805RARE EARTH AND S980$8.70 萬<0.1%–
iShares Tr46438G737ENERGY STRG & MA1,785$8.00 萬<0.1%–
Dimensional ETF Trust25434V872CORE FIXE IN ETF1,774$7.50 萬<0.1%–
iShares Tr464288356CALIF MUN BD ETF1,133$6.50 萬<0.1%–
RBB FD Inc74933W536US TREASR 10 YR1,500$6.50 萬<0.1%–
iShares Tr46434V860TRS FLT RT BD1,206$6.10 萬<0.1%–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,600$5.40 萬<0.1%歷史
Spinnaker ETF Series84858T772SELE STO EUR ETF1,220$5.10 萬<0.1%–
RBB FD Inc74933W486US TREASY 2 YR1,011$4.80 萬<0.1%–
iShares Tr46434V449MSCI INTL MOMENT755$4.00 萬<0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF336$3.70 萬<0.1%–
VanEck ETF Trust92189H300JP MRGAN EM LOC1,400$3.60 萬<0.1%–
Dimensional ETF Trust25434V815US SMALL CAP ETF900$3.50 萬<0.1%–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM1,550$3.50 萬<0.1%–
Tidal Tr IV88635A204PORTFOLIO BUILDI1,068$2.90 萬<0.1%–
KRMNKarman Holdings Inc.COMMON STOCK557$2.80 萬<0.1%歷史
CNQCanadian Natural Resources LtdCOM700$2.80 萬<0.1%歷史
iShares Tr464289883CORE 30 70 ETF642$2.70 萬<0.1%–
FCTFirst Trust Senior Floating Rate Income Fund IICOM2,738$2.60 萬<0.1%歷史
PTENPatterson Uti Energy IncCOM2,567$2.40 萬<0.1%歷史
BMIBadger Meter IncCOM163$2.40 萬<0.1%歷史
VanEck Vectors ETF Tr92189F585OIL REFINERS ETF530$2.40 萬<0.1%–
WWDWoodward, Inc.COM49$2.10 萬<0.1%歷史
UTHRUnited Therapeutics CorpCOM39$2.10 萬<0.1%歷史
HCIHCI Group, Inc.COM118$2.10 萬<0.1%歷史
SEMSelect Medical Holdings CorpCOM1,221$2.00 萬<0.1%歷史
Tidal Tr IV88635A105PORTFOLIO BUILDN599$2.00 萬<0.1%–
iShares Tr46438G448LONG TERM MUNI347$1.80 萬<0.1%–
FNVFranco Nevada CorpStock79$1.60 萬<0.1%歷史
Tidal Tr IV88635A303PORTFOLIO BUILDI541$1.60 萬<0.1%–
PIMCO ETF Tr72201R7830-5 HIGH YIELD161$1.50 萬<0.1%–
WBSWebster Financial CorpCOM184$1.40 萬<0.1%歷史
RBCRBC Bearings INCCOM22$1.40 萬<0.1%歷史
AVNSAvanos Medical, Inc.Stock531$1.30 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF140$1.30 萬<0.1%–
First Tr Exchange-Traded FD33733E807NAT GAS ETF500$1.30 萬<0.1%–
Dimensional ETF Trust25434V625US COR EQU 1 ETF150$1.20 萬<0.1%–
SILASila Realty Trust, Inc.COMMON STOCK351$1.10 萬<0.1%歷史
SFMSprouts Farmers Market, Inc.COM116$1.00 萬<0.1%歷史
PTYPIMCO Corporate & Income Opportunity FundCOM725$9,000<0.1%歷史
Capital Grp Fixed Incm ETF T14020Y805MUN HIGH ETF354$9,000<0.1%–
BlackRock ETF Trust09290C103ISHARES US EQUIT128$9,000<0.1%–
VanEck ETF Trust92189F437FALLEN ANGEL HG309$9,000<0.1%–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF219$9,000<0.1%–
American Centy ETF Tr025072323AVAN US SMAL ETF125$9,000<0.1%–
iShares Tr46435G433MSCI USA SMCP MN172$8,000<0.1%–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF284$8,000<0.1%–
RIORio Tinto PLCADR69$7,000<0.1%歷史
Dimensional ETF Trust25434V864SHOR DUR FIX ETF120$6,000<0.1%–
SAHSonic Automotive IncCL A64$5,000<0.1%歷史
MMIMarcus & Millichap, Inc.COM161$5,000<0.1%歷史
RAREUltragenyx Pharmaceutical Inc.COM135$5,000<0.1%歷史
EVTCEVERTEC, Inc.COM172$5,000<0.1%歷史
MKLMarkel Group Inc.COM2$4,000<0.1%歷史
iShares Tr464288877EAFE VALUE ETF52$4,000<0.1%–
Capital Group Global Equity14020R107SHS107$4,000<0.1%–
iShares Tr464288885EAFE GRWTH ETF33$4,000<0.1%–
SPSCSPS Commerce IncCOM50$3,000<0.1%歷史
BlackRock ETF Trust09290C780ISHA I IN TE ETF56$3,000<0.1%–
BlackRock ETF Trust09290C806ISHA US THEM ETF70$3,000<0.1%–
FLOFlowers Foods IncCOM352$3,000<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR35$3,000<0.1%歷史
BlackRock ETF Trust09290C855ISHA LA CORE ETF46$2,000<0.1%–
WisdomTree Tr97717W281EMG MKTS SMCAP30$2,000<0.1%–
NATNordic American Tankers LtdCOM347$2,000<0.1%歷史
iShares MSCI India ETF46429B598ETF11$1,000<0.1%–
AEVAAeva Technologies, Inc.COM NEW50$1,000<0.1%歷史
Dimensional ETF Trust25434V856INFLATION PROTE20$1,000<0.1%–
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF56$1,000<0.1%–
VREXVarex Imaging CorpCOM128$1,000<0.1%歷史
iShares Tr46429B7470-5 YR TIPS ETF12$1,000<0.1%–
Capital Group Conservative E14020U100SHS43$1,000<0.1%–
BKEBuckle IncCOM30$1,000<0.1%歷史
SQFTPresidio Property Trust, Inc.COM CL A NEW212$1,000<0.1%歷史