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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
NINisource Inc.COM6,751$26.3 萬<0.1%−299−4.2%減碼歷史
NTRSNorthern Trust CorpCOM1,565$26.5 萬<0.1%+16+1.0%加碼歷史
Cambria ETF Tr132061201SHSHLD YIELD ETF3,303$26.6 萬<0.1%−507−13.3%減碼–
CVNACarvana Co.CL A4,246$26.6 萬<0.1%+837+24.6%加碼歷史
STESTERIS plcSHS USD1,271$26.7 萬<0.1%+80+6.7%加碼歷史
ALGNAlign Technology IncCOM1,836$26.7 萬<0.1%−595−24.5%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF934$26.9 萬<0.1%−181−16.2%減碼–
CNPCenterpoint Energy IncCOM7,319$26.9 萬<0.1%−324−4.2%減碼歷史
OTISOtis Worldwide CorpStock4,200$27.0 萬<0.1%−2,686−39.0%減碼歷史
HSTHost Hotels & Resorts, Inc.COM12,067$27.0 萬<0.1%+474+4.1%加碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF994$27.1 萬<0.1%−68−6.4%減碼–
CSLCarlisle Companies IncCOM840$27.1 萬<0.1%−30,943−97.4%減碼歷史
CPRTCopart IncCOM9,939$27.1 萬<0.1%−184−1.8%減碼歷史
EXCExelon CorpStock6,726$27.2 萬<0.1%−958−12.5%減碼歷史
CMGChipotle Mexican Grill IncCOM8,528$27.2 萬<0.1%+1,650+24.0%加碼歷史
AIZAssurant, Inc.Stock1,035$27.3 萬<0.1%+10+1.0%加碼歷史
EXPDExpeditors International of Washington IncCOM1,477$27.3 萬<0.1%+6+0.4%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock4,190$27.4 萬<0.1%+399+10.5%加碼歷史
TROWPrice T Rowe Group IncStock2,652$27.6 萬<0.1%−15−0.6%減碼歷史
HEIHeico CorpCOM938$27.6 萬<0.1%+106+12.7%加碼歷史
SWSmurfit Westrock plcStock6,276$27.7 萬<0.1%+125+2.0%加碼歷史
TYGTortoise Energy Infrastructure CorpCOM7,235$27.7 萬<0.1%+7,235新進歷史
ASMLASML Holding NVADR154$27.9 萬<0.1%−5−3.1%減碼歷史
QRVOQorvo, Inc.Stock2,454$28.1 萬<0.1%+34+1.4%加碼歷史
WECWec Energy Group, Inc.Stock2,786$28.1 萬<0.1%+187+7.2%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF4,213$28.1 萬<0.1%00.0%不變–
SRESempraStock3,647$28.4 萬<0.1%−557−13.2%減碼歷史
TDGTransDigm Group INCCOM262$28.4 萬<0.1%+34+14.9%加碼歷史
AONAon plcCL A1,029$28.5 萬<0.1%−736−41.7%減碼歷史
FDXFFedEx Freight Holding Company, Inc.COMMON STOCK2,621$28.7 萬<0.1%+2,621新進歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,239$28.8 萬<0.1%+240+8.0%加碼歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY7,674$28.9 萬<0.1%−2,008−20.7%減碼–
MSCIMSCI Inc.Stock538$29.0 萬<0.1%+38+7.6%加碼歷史
WATWaters CorpCOM661$29.0 萬<0.1%+3+0.5%加碼歷史
MGMMGM Resorts InternationalStock9,405$29.2 萬<0.1%−1,859−16.5%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF1,315$29.2 萬<0.1%+140+11.9%加碼–
AESAES CorpStock19,652$29.3 萬<0.1%+4,687+31.3%加碼歷史
ENPHEnphase Energy, Inc.Stock8,878$29.3 萬<0.1%+33+0.4%加碼歷史
LVSLas Vegas Sands CorpCOM7,832$29.6 萬<0.1%+722+10.2%加碼歷史
IFFInternational Flavors & Fragrances IncCOM3,548$29.6 萬<0.1%+350+10.9%加碼歷史
MTDMettler Toledo International IncCOM197$29.8 萬<0.1%+1+0.5%加碼歷史
iShares Tr464288794US BR DEL SE ETF1,704$30.0 萬<0.1%−41−2.3%減碼–
VanEck ETF Trust92189F106GOLD MINERS ETF3,444$30.2 萬<0.1%+2,235+184.9%加碼–
TYLTyler Technologies IncCOM952$30.3 萬<0.1%+112+13.3%加碼歷史
FSSLFS Specialty Lending FundCOM SH BEN INT26,030$30.3 萬<0.1%−4,447−14.6%減碼歷史
PAYCPaycom Software, Inc.Stock1,399$30.4 萬<0.1%+63+4.7%加碼歷史
EVRGEvergy, Inc.Stock3,896$30.6 萬<0.1%+168+4.5%加碼歷史
HPQHP IncStock9,797$30.6 萬<0.1%−400,491−97.6%減碼歷史
iShares Inc464286749MSCI SWITZERLAND5,174$30.6 萬<0.1%−140−2.6%減碼–
WRBBerkley W R CorpCOM4,552$30.7 萬<0.1%+433+10.5%加碼歷史
AITApplied Industrial Technologies IncCOM936$31.1 萬<0.1%−23−2.4%減碼歷史
KVUEKenvue Inc.Stock17,739$31.3 萬<0.1%+574+3.3%加碼歷史
NWSNews CorpCL B9,863$31.3 萬<0.1%+3,194+47.9%加碼歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF4,772$31.4 萬<0.1%+247+5.5%加碼–
iShares Tr464287549EXPND TEC SC ETF1,866$31.5 萬<0.1%+109+6.2%加碼–
Schwab International Equity ETF808524805ETF11,538$31.7 萬<0.1%+101+0.9%加碼–
Fidelity Covington Trust316092303CONSMR STAPLES6,276$31.9 萬<0.1%+82+1.3%加碼–
PFGPrincipal Financial Group IncCOM2,851$31.9 萬<0.1%+43+1.5%加碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM23,467$31.9 萬<0.1%+23,318+15,649.7%加碼歷史
KHCKraft Heinz CoStock14,128$32.1 萬<0.1%+9+0.1%加碼歷史
TTWOTake Two Interactive Software IncCOM1,545$32.1 萬<0.1%−12−0.8%減碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF883$32.2 萬<0.1%00.0%不變–
TSCOTractor Supply CoCOM10,301$32.2 萬<0.1%+518+5.3%加碼歷史
DOWDow Inc.Stock11,735$32.3 萬<0.1%+1,229+11.7%加碼歷史
SMCISuper Micro Computer, Inc.Stock7,928$32.6 萬<0.1%−12,115−60.4%減碼歷史
FFIVF5, Inc.Stock733$32.6 萬<0.1%+110+17.7%加碼歷史
NVRNVR IncCOM53$32.6 萬<0.1%+29+120.8%加碼歷史
DLTRDollar Tree, Inc.COM2,894$33.0 萬<0.1%+96+3.4%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,732$33.0 萬<0.1%−7,055−55.2%減碼–
CMCSAComcast CorpStock15,206$33.1 萬<0.1%+1,462+10.6%加碼歷史
CDWCDW CorpCOM2,585$33.1 萬<0.1%+99+4.0%加碼歷史
MLMMartin Marietta Materials IncCOM689$33.1 萬<0.1%−75−9.8%減碼歷史
SJMJ M SMUCKER CoStock2,790$33.2 萬<0.1%+264+10.5%加碼歷史
UHSUniversal Health Services IncCL B1,907$33.2 萬<0.1%+225+13.4%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock2,069$33.3 萬<0.1%+215+11.6%加碼歷史
OKTAOkta, Inc.CL A1,594$33.3 萬<0.1%−1,039−39.5%減碼歷史
FEFirstenergy CorpCOM7,715$33.4 萬<0.1%−61−0.8%減碼歷史
CHDChurch & Dwight Co IncCOM3,553$33.5 萬<0.1%−144−3.9%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1658$33.5 萬<0.1%+118+21.9%加碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E9,280$33.6 萬<0.1%+370+4.2%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF5,048$33.7 萬<0.1%+5,048新進–
IDXXIDEXX Laboratories IncCOM647$33.8 萬<0.1%−10−1.5%減碼歷史
ATOAtmos Energy CorpCOM2,178$34.1 萬<0.1%+315+16.9%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP7,532$34.1 萬<0.1%+16+0.2%加碼–
CBRECbre Group, Inc.CL A2,654$34.1 萬<0.1%+80+3.1%加碼歷史
ARCCAres Capital CorpCEF17,904$34.2 萬<0.1%+15,219+566.8%加碼歷史
BWABorgwarner IncCOM5,691$34.2 萬<0.1%+112+2.0%加碼歷史
ARK Innovation ETF00214Q104ETF3,865$34.4 萬<0.1%00.0%不變–
KKRKKR & Co. Inc.COM3,786$34.6 萬<0.1%+299+8.6%加碼歷史
iShares Core S&P US Value ETF464287663ETF3,156$34.8 萬<0.1%+48+1.5%加碼–
SPDR Series Trust78468R622ST BLOO HIGH ETF3,765$34.9 萬<0.1%+55+1.5%加碼–
VTRSViatris IncStock19,738$35.0 萬<0.1%+759+4.0%加碼歷史
RYRoyal Bank of CanadaStock1,778$35.0 萬<0.1%−41−2.3%減碼歷史
ADMArcher-Daniels-Midland CoStock4,406$35.0 萬<0.1%−289−6.2%減碼歷史
HBANHuntington Bancshares IncCOM23,008$35.1 萬<0.1%−16,640−42.0%減碼歷史
LKFNLakeland Financial CorpCOM6,084$35.1 萬<0.1%+32+0.5%加碼歷史
HSYHershey CoCOM2,249$35.4 萬<0.1%−4,129−64.7%減碼歷史
SANMSanmina CorpCOM1,645$35.4 萬<0.1%+153+10.3%加碼歷史
NWSANews CorpCL A12,393$35.5 萬<0.1%+1,442+13.2%加碼歷史
ORealty Income CorpREIT6,568$35.7 萬<0.1%−284−4.1%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