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 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
LPGDorian LPG Ltd.SHS USD80$4,000<0.1%−80−50.0%減碼歷史
WDFCWD 40 CoCOM22$4,000<0.1%+22新進歷史
KWRQuaker Chemical CorpCOM22$4,000<0.1%−4−15.4%減碼歷史
iShares Tr464287838U.S. BAS MTL ETF22$4,000<0.1%−1−4.3%減碼–
PNFPPinnacle Financial Partners, Inc.COM47$4,000<0.1%+7+17.5%加碼歷史
QUBTQuantum Computing Inc.COM475$4,000<0.1%+475新進歷史
SPDR Ser Tr78464A532S&P TRANSN ETF44$4,000<0.1%−2,636−98.4%減碼–
Advisors Inner Circle FD III00775Y710RAYLIANT QUANTAM109$4,000<0.1%+109新進–
Advisors Inner Circle FD III00775Y728RAYLIANT QUANTIT95$4,000<0.1%+95新進–
DXCDXC Technology CoStock421$5,000<0.1%+266+171.6%加碼歷史
RALRalliant CorpStock74$5,000<0.1%00.0%不變歷史
iShares Tr464287184CHINA LG-CAP ETF155$5,000<0.1%+155新進–
First Tr Exch TRD Alphdx FD33737J158JAPAN ALPHADEX58$5,000<0.1%+58新進–
BAHBooz Allen Hamilton Holding CorpCL A68$5,000<0.1%−52,649−99.9%減碼歷史
ESTCElastic N.V.ORD SHS52$5,000<0.1%+52新進歷史
SPDR Series Trust78464A607ST STR DOW REIT45$5,000<0.1%−279−86.1%減碼–
Ssga Active ETF Tr78467V103ST STR REAL ETF137$5,000<0.1%00.0%不變–
BRXBrixmor Property Group Inc.COM164$5,000<0.1%+106+182.8%加碼歷史
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL94$5,000<0.1%+1+1.1%加碼–
ARRArmour Residential REIT, Inc.COM SHS380$5,000<0.1%+348+1,087.5%加碼歷史
STCStewart Information Services CorpCOM91$5,000<0.1%00.0%不變歷史
Flexshares Tr33939L886ULTR SHO INC FD70$5,000<0.1%+70新進–
Advisorshares Tr00768Y453PURE US CANN ETF1,100$5,000<0.1%+1,100新進–
LYGLloyds Banking Group plcSPONSORED ADR880$5,000<0.1%+12+1.4%加碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM35$5,000<0.1%+35新進–
Dimensional ETF Trust25434V807INTERNATNAL VAL94$5,000<0.1%−809−89.6%減碼–
iShares Tr464287580US CONSUM DISCRE48$5,000<0.1%−732−93.8%減碼–
CCEPCoca-Cola Europacific Partners plcSHS49$5,000<0.1%00.0%不變歷史
ESABESAB CorpCOM79$5,000<0.1%00.0%不變歷史
COHRCoherent Corp.COM17$5,000<0.1%+3+21.4%加碼歷史
Vanguard Wellington FD921935409US MINIMUM34$5,000<0.1%−33−49.3%減碼–
NWNNorthwest Natural Holding CoCOM114$5,000<0.1%00.0%不變歷史
RVPRetractable Technologies IncCOM7,000$5,000<0.1%00.0%不變歷史
TXOTXO Partners, L.P.COM UNIT377$5,000<0.1%+10+2.7%加碼歷史
ProShares Bitcoin ETF74347G440ETF554$6,000<0.1%−609−52.4%減碼–
AZNAstraZeneca PLCADR40$6,000<0.1%00.0%不變歷史
NMAXNewsmax Inc.Stock518$6,000<0.1%+518新進歷史
DBAInvesco DB Agriculture FundAGRICULTURE FD229$6,000<0.1%+229新進歷史
iShares Tr464288752US HOME CONS ETF65$6,000<0.1%+2+3.2%加碼–
ARGXArgenx SESPONSORED ADR6$6,000<0.1%00.0%不變歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA132$6,000<0.1%−2,182−94.3%減碼–
LKQLKQ CorpCOM279$6,000<0.1%−30−9.7%減碼歷史
VSNTVersant Media Group, Inc.COM CL A199$6,000<0.1%−311−61.0%減碼歷史
Ea Series Trust02072L722STRI US ENER ETF154$6,000<0.1%00.0%不變–
SONYSony Group CorpSPONSORED ADR234$6,000<0.1%−239−50.5%減碼歷史
JBTMJBT Marel CorpCOM61$6,000<0.1%00.0%不變歷史
GLOBGlobant S.A.COM176$6,000<0.1%+176新進歷史
CCCCCC Intelligent Solutions Holdings Inc.COM891$6,000<0.1%+891新進歷史
FCNCAFirst Citizens Bancshares IncCL A3$6,000<0.1%00.0%不變歷史
AURAurora Innovation, Inc.CLASS A COM1,153$6,000<0.1%−16,697−93.5%減碼歷史
DDSDillard's, Inc.CL A9$6,000<0.1%−6,546−99.9%減碼歷史
METCRamaco Resources, Inc.COM CL A770$6,000<0.1%+500+185.2%加碼歷史
Canary XRP ETF13723M100SHS388$6,000<0.1%00.0%不變–
PBLSParabilis Medicines, Inc.Stock200$6,000<0.1%+200新進歷史
Schwab U.S. Small-Cap ETF808524607ETF200$7,000<0.1%+200新進–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF32$7,000<0.1%00.0%不變–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF77$7,000<0.1%−357−82.3%減碼–
Schwab Fundamental International Equity ETF808524755ETF127$7,000<0.1%00.0%不變–
NBISNebius Group N.V.Stock29$7,000<0.1%+29新進歷史
Global X FDS37954Y848GLOBAL X SILVER78$7,000<0.1%+53+212.0%加碼–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 28356$7,000<0.1%+4+1.1%加碼–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS151$7,000<0.1%+94+164.9%加碼歷史
GLNGGolar LNG LtdSHS140$7,000<0.1%+140新進歷史
Invesco Exch TRD SLF Idx FD46138J395BULETSHS 2029 HG354$7,000<0.1%+5+1.4%加碼–
NMIHNMI Holdings, Inc.COM199$7,000<0.1%00.0%不變歷史
ARWArrow Electronics, Inc.COM33$7,000<0.1%+27+450.0%加碼歷史
SNYSanofiSPONSORED ADR168$7,000<0.1%+68+68.0%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID148$7,000<0.1%00.0%不變–
WALWestern Alliance BancorporationCOM90$7,000<0.1%00.0%不變歷史
WHWyndham Hotels & Resorts, Inc.COM98$7,000<0.1%−127−56.4%減碼歷史
KBRKBR, Inc.COM192$7,000<0.1%+1+0.5%加碼歷史
iShares Tr46435G342MORTGE REL ETF400$7,000<0.1%+5+1.3%加碼–
MICCMagnum Ice Cream Co N.V.ORD SHS394$7,000<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 2029390$7,000<0.1%+4+1.0%加碼–
SBGISinclair, Inc.CL A526$7,000<0.1%+526新進歷史
Schwab Emerging Markets Equity ETF808524706ETF222$8,000<0.1%00.0%不變–
CLSCelestica IncStock23$8,000<0.1%+18+360.0%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF73$8,000<0.1%00.0%不變–
UECUranium Energy CorpCOM825$8,000<0.1%+825新進歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF222$8,000<0.1%00.0%不變–
PIMCO ETF Tr72201R627SR LN ACTIVE ETF167$8,000<0.1%00.0%不變–
ACIAlbertsons Companies, Inc.COMMON STOCK676$8,000<0.1%+676新進歷史
RGAReinsurance Group of America IncCOM NEW31$8,000<0.1%+13+72.2%加碼歷史
RPMRPM International IncCOM78$8,000<0.1%+50+178.6%加碼歷史
LECOLincoln Electric Holdings IncCOM31$8,000<0.1%+25+416.7%加碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR300$8,000<0.1%−2,180−87.9%減碼–
SSBSouthState Bank CorpCOM78$8,000<0.1%+6+8.3%加碼歷史
DARDarling Ingredients Inc.COM130$8,000<0.1%+130新進歷史
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE191$8,000<0.1%+2+1.1%加碼–
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM658$8,000<0.1%+18+2.8%加碼歷史
HLNHaleon plcADR1,040$9,000<0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF114$9,000<0.1%00.0%不變–
Vanguard Intermediate-Term Bond ETF921937819ETF121$9,000<0.1%00.0%不變–
Vanguard Emerging Markets Government Bond ETF921946885ETF141$9,000<0.1%+141新進–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF155$9,000<0.1%00.0%不變–
CRSPCRISPR Therapeutics AGNAMEN AKT164$9,000<0.1%−10−5.7%減碼歷史
iShares Tr46435U713US INFRASTRUC161$9,000<0.1%+1+0.6%加碼–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF157$9,000<0.1%00.0%不變–
Vanguard Wellington FD921935805US VALUE FACTR63$9,000<0.1%00.0%不變–
MATMattel IncCOM714$9,000<0.1%−702−49.6%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