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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
CRSCarpenter Technology CorpCOM4$2,000<0.1%00.0%不變歷史
SSDSimpson Manufacturing Co., Inc.COM10$2,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH52$2,000<0.1%+52新進–
First Tr Exchange Traded FD33738R688S&P INTL DIVID86$2,000<0.1%+86新進–
FCNFti Consulting, IncCOM16$2,000<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR50$2,000<0.1%00.0%不變歷史
CHYCalamos Convertible & High Income FundCOM SHS166$2,000<0.1%+3+1.8%加碼歷史
AAPAdvance Auto Parts IncCOM42$2,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW26$2,000<0.1%00.0%不變–
UCBUnited Community Banks IncCOM64$2,000<0.1%00.0%不變歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR77$2,000<0.1%00.0%不變歷史
American Centy ETF Tr025072604AVANTIS EMGMKT23$2,000<0.1%−388−94.4%減碼–
First Tr Exchange-Traded FD33734X788IPOX EUROPE EQ63$2,000<0.1%+63新進–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM250$2,000<0.1%00.0%不變歷史
WFRDWeatherford International plcORD SHS26$2,000<0.1%−47,663−99.9%減碼歷史
First Tr Exchange-Traded FD33734X739BLOOMBERG AI ETF32$2,000<0.1%+32新進–
PENPenumbra IncCOM5$2,000<0.1%00.0%不變歷史
DNPDNP Select Income Fund IncCOM208$2,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF20$2,000<0.1%+20新進–
CHKPCheck Point Software Technologies LtdORD17$2,000<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX15$2,000<0.1%00.0%不變–
iShares Inc464286509MSCI CDA ETF26$2,000<0.1%+26新進–
JPCNuveen Preferred & Income Opportunities FundCOM296$2,000<0.1%+296新進歷史
OKLOOklo Inc.COM CL A45$2,000<0.1%+45新進歷史
KLICKulicke & Soffa Industries IncCOM21$2,000<0.1%00.0%不變歷史
CHEChemed CorpCOM4$2,000<0.1%00.0%不變歷史
First Tr Exch TRD Alphdx FD33737J125LATIN AMER ALP87$2,000<0.1%+87新進–
SPDR Index Shs FDS78463X152ST STR SP N AM21$2,000<0.1%00.0%不變–
Vanguard Malvern FDS922020748CORE BD ETF33$2,000<0.1%+33新進–
ALKAlaska Air Group, Inc.COM62$2,000<0.1%00.0%不變歷史
ANAutonation, Inc.COM13$2,000<0.1%00.0%不變歷史
WKCWorld Kinect CorpCOM48$2,000<0.1%00.0%不變歷史
APOGApogee Enterprises, Inc.COM48$2,000<0.1%00.0%不變歷史
BRCCBRC Inc.COM CL A201$2,000<0.1%−1,812−90.0%減碼歷史
SWMRSwarmer, IncCOM SHS120$2,000<0.1%+50+71.4%加碼歷史
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER42$2,000<0.1%00.0%不變–
iShares Tr464289123NEW ZEALAND ETF43$2,000<0.1%00.0%不變–
FEMYFemasys IncCOM750$2,000<0.1%00.0%不變歷史
CMCTCreative Media & Community Trust CorpCOM NEW652$2,000<0.1%00.0%不變歷史
SCCOSouthern Copper CorpStock15$3,000<0.1%+15新進歷史
GMEGameStop Corp.Stock124$3,000<0.1%−3,189−96.3%減碼歷史
PATHUiPath, Inc.Stock253$3,000<0.1%+114+82.0%加碼歷史
LCIDLucid Group, Inc.Stock801$3,000<0.1%−12,406−93.9%減碼歷史
ATIAti IncStock16$3,000<0.1%00.0%不變歷史
ICLRIcon PLCCOM20$3,000<0.1%00.0%不變歷史
Ssga Active Tr78470P846ST STR BLACK ETF91$3,000<0.1%+91新進–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF150$3,000<0.1%−1,239−89.2%減碼–
PRDOPerdoceo Education CorpCOM81$3,000<0.1%00.0%不變歷史
First Tr Exchng Traded FD VI33740F821ACTV FCTR LGCP62$3,000<0.1%+62新進–
First Tr Exch Traded FD III33739P707RIVR FRNT DYN33$3,000<0.1%+33新進–
CCKCrown Holdings, Inc.COM29$3,000<0.1%+2+7.4%加碼歷史
PEGAPegasystems IncCOM99$3,000<0.1%+99新進歷史
CRCrane CoCOMMON STOCK16$3,000<0.1%00.0%不變歷史
FBNCFirst BancorpCOM42$3,000<0.1%+42新進歷史
SPHRSphere Entertainment Co.CL A20$3,000<0.1%00.0%不變歷史
iShares Tr46435G334MSCI UK ETF NEW70$3,000<0.1%00.0%不變–
Global X FDS37954Y384CYBRSCURTY ETF68$3,000<0.1%00.0%不變–
CAKECheesecake Factory IncCOM30$3,000<0.1%+1+3.4%加碼歷史
iShares Tr46434V647GLOBAL REIT ETF117$3,000<0.1%+1+0.9%加碼–
iShares Tr46429B671MSCI CHINA ETF66$3,000<0.1%+18+37.5%加碼–
MBCMasterBrand, Inc.COMMON STOCK484$3,000<0.1%00.0%不變歷史
PCORProcore Technologies, Inc.COM57$3,000<0.1%+57新進歷史
HALOHalozyme Therapeutics, Inc.COM27$3,000<0.1%00.0%不變歷史
First Tr Exchng Traded FD VI33740F490MULTI STRATEGY124$3,000<0.1%+124新進–
PARRPar Pacific Holdings, Inc.COM NEW34$3,000<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10065$3,000<0.1%+65新進–
WTFCWintrust Financial CorpCOM22$3,000<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN19$3,000<0.1%−411−95.6%減碼–
TEMTempus AI, Inc.CL A40$3,000<0.1%+40新進歷史
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH81$3,000<0.1%+81新進–
AEBIAebi Schmidt Holding AGCOM254$3,000<0.1%00.0%不變歷史
CBRLCracker Barrel Old Country Store, IncCOM51$3,000<0.1%00.0%不變歷史
GTGoodyear Tire & Rubber CoCOM620$3,000<0.1%00.0%不變歷史
SEDGSolaredge Technologies, Inc.COM100$3,000<0.1%+90+900.0%加碼歷史
SCLStepan CoCOM54$3,000<0.1%00.0%不變歷史
KNOPKNOT Offshore Partners LPCOM UNITS305$3,000<0.1%+2+0.7%加碼歷史
SMGScotts Miracle-Gro CoStock80$4,000<0.1%+80新進歷史
ALCAlcon IncStock66$4,000<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock361$4,000<0.1%+265+276.0%加碼歷史
Schwab Fundamental International Small Equity ETF808524748ETF78$4,000<0.1%00.0%不變–
MANHManhattan Associates IncStock20$4,000<0.1%+20新進歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF43$4,000<0.1%−6−12.2%減碼–
SAPSAP SEADR17$4,000<0.1%−19−52.8%減碼歷史
AEMAgnico Eagle Mines LtdStock24$4,000<0.1%−114−82.6%減碼歷史
Sprott FDS Tr85208P303URANIUM MINERS E75$4,000<0.1%+75新進–
SAICScience Applications International CorpCOM33$4,000<0.1%+33新進歷史
KMTKennametal IncCOM125$4,000<0.1%+125新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR142$4,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D788CORE INVESTMENT227$4,000<0.1%+227新進–
MFGMizuho Financial Group IncSPONSORED ADR320$4,000<0.1%00.0%不變歷史
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US46$4,000<0.1%+46新進–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL61$4,000<0.1%00.0%不變–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS181$4,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY192$4,000<0.1%+192新進–
Dimensional ETF Trust25434V781INTL SMALL CAP V100$4,000<0.1%−50−33.3%減碼–
NWGNatWest Group plcSPONS ADR234$4,000<0.1%00.0%不變歷史
RVTRoyce Small-Cap Trust, Inc.COM207$4,000<0.1%+207新進歷史
WWayfair Inc.CL A36$4,000<0.1%+7+24.1%加碼歷史
LINELineage, Inc.COM130$4,000<0.1%+78+150.0%加碼歷史
RNGRingCentral, Inc.CL A60$4,000<0.1%+60新進歷史

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