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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
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM375$9,000<0.1%+375新進歷史
HDBHDFC Bank LtdSPONSORED ADS422$9,000<0.1%00.0%不變歷史
Pacer FDS Tr69374H246PACER CASH COWZ310$9,000<0.1%+310新進–
SUSuncor Energy IncStock154$1.00 萬<0.1%00.0%不變歷史
State Street SPDR S&P Homebuilders ETF78464A888ETF105$1.00 萬<0.1%+1+1.0%加碼–
KNSLKinsale Capital Group, Inc.Stock30$1.00 萬<0.1%−11,947−99.7%減碼歷史
FAFFirst American Financial CorpStock165$1.00 萬<0.1%00.0%不變歷史
CDECoeur Mining, Inc.COM NEW547$1.00 萬<0.1%+547新進歷史
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY87$1.00 萬<0.1%00.0%不變–
EWBCEast West Bancorp IncCOM77$1.00 萬<0.1%00.0%不變歷史
NUNu Holdings Ltd.ORD SHS CL A767$1.00 萬<0.1%+503+190.5%加碼歷史
Invesco Exchange Traded FD T46137V316S&P500 EQL MAT260$1.00 萬<0.1%00.0%不變–
RACEFerrari N.V.COM25$1.00 萬<0.1%−50−66.7%減碼歷史
Calamos ETF Tr12811T795S&P 500 STRUCTU374$1.00 萬<0.1%00.0%不變–
ASHAshland Inc.COM146$1.00 萬<0.1%+56+62.2%加碼歷史
Tema ETF Trust87975E776SPACE INNOV ETF397$1.00 萬<0.1%00.0%不變–
NADNuveen Quality Municipal Income FundCOM1,003$1.00 萬<0.1%00.0%不變歷史
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR199$1.00 萬<0.1%00.0%不變–
iShares Tr464288844US OIL EQ&SV ETF375$1.00 萬<0.1%+375新進–
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN517$1.00 萬<0.1%+4+0.8%加碼–
BWXTBWX Technologies, Inc.COM74$1.00 萬<0.1%+21+39.6%加碼歷史
Calamos ETF Tr12811T852NASDAQ 100 STRU374$1.00 萬<0.1%00.0%不變–
ETF Ser Solutions26922B394DEFIANCE DRONE A402$1.00 萬<0.1%00.0%不變–
Schwab U.S. REIT ETF808524847ETF521$1.10 萬<0.1%−1−0.2%減碼–
Invesco Nasdaq 100 ETF46138G649ETF35$1.10 萬<0.1%+15+75.0%加碼–
ALSNAllison Transmission Holdings IncStock97$1.10 萬<0.1%−34,855−99.7%減碼歷史
CRDOCredo Technology Group Holding LtdStock54$1.10 萬<0.1%+54新進歷史
TCBITexas Capital Bancshares IncCOM117$1.10 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX488$1.10 萬<0.1%+6+1.2%加碼–
WLKPWestlake Chemical Partners LPCOM UNIT RP LP500$1.10 萬<0.1%+500新進歷史
Alps ETF Tr00162Q676ALERIAN ENERGY310$1.10 萬<0.1%+3+1.0%加碼–
VanEck ETF Trust92189F700AGRIBUSINESS ETF137$1.10 萬<0.1%+125+1,041.7%加碼–
AGCOAGCO CorpCOM98$1.10 萬<0.1%00.0%不變歷史
iShares Tr464288273EAFE SML CP ETF130$1.10 萬<0.1%00.0%不變–
GSATGlobalstar, Inc.COM NEW133$1.10 萬<0.1%+133新進歷史
SFSTSouthern First Bancshares IncCOM182$1.10 萬<0.1%+182新進歷史
Calamos ETF Tr12811T126RUSSELL 2000 STR374$1.10 萬<0.1%00.0%不變–
Dfa Invt Dimensions Group IN25239Y238U.S. MIC CAP SHS200$1.10 萬<0.1%−200−50.0%減碼–
Fidelity High Dividend ETF316092840ETF194$1.20 萬<0.1%+2+1.0%加碼–
WENWendy's CoStock1,949$1.20 萬<0.1%+18+0.9%加碼歷史
AMKRAmkor Technology, Inc.COM224$1.20 萬<0.1%00.0%不變歷史
WMSAdvanced Drainage Systems, Inc.COM97$1.20 萬<0.1%−13−11.8%減碼歷史
XPOXPO, Inc.COM68$1.20 萬<0.1%+68新進歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT264$1.20 萬<0.1%00.0%不變–
MTSIMACOM Technology Solutions Holdings, Inc.COM43$1.20 萬<0.1%−6−12.2%減碼歷史
iShares Tr464287325GLOB HLTHCRE ETF120$1.20 萬<0.1%−3−2.4%減碼–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT197$1.20 萬<0.1%00.0%不變–
OUNZVanEck Merk Gold ETFGOLD SHS300$1.20 萬<0.1%+300新進歷史
First Tr Exchange-Traded FD33734X184UTILITIES ALPH277$1.20 萬<0.1%+17+6.5%加碼–
SPRYARS Pharmaceuticals, Inc.COM2,890$1.20 萬<0.1%−5,500−65.6%減碼歷史
First Tr Exchng Traded FD VI33740U638FT VEST EQ ENHAN303$1.20 萬<0.1%00.0%不變–
QBTSD-Wave Quantum Inc.Stock800$1.30 萬<0.1%+600+300.0%加碼歷史
RNRRenaissancere Holdings LtdCOM42$1.30 萬<0.1%00.0%不變歷史
iShares Tr464288513IBOXX HI YD ETF172$1.30 萬<0.1%−15−8.0%減碼–
ECHOEchoStar CORPCL A144$1.30 萬<0.1%+144新進歷史
RRXRegal Rexnord CorpCOM83$1.30 萬<0.1%+67+418.8%加碼歷史
iShares Tr46434V464LOW CA OP MS ETF49$1.30 萬<0.1%00.0%不變–
REYNReynolds Consumer Products Inc.COM608$1.30 萬<0.1%−910−59.9%減碼歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI820$1.30 萬<0.1%+2+0.2%加碼–
SAIASaia IncCOM39$1.30 萬<0.1%00.0%不變歷史
VVVValvoline IncCOM439$1.30 萬<0.1%+155+54.6%加碼歷史
AAONAaon, Inc.COM PAR $0.004160$1.30 萬<0.1%+160新進歷史
iShares Tr464288521CRE U S REIT ETF206$1.30 萬<0.1%+10+5.1%加碼–
POSTPost Holdings, Inc.COM178$1.30 萬<0.1%+12+7.2%加碼歷史
ENTGEntegris IncCOM87$1.30 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST451$1.30 萬<0.1%−35−7.2%減碼–
iShares Tr46434V423MSCI SAUDI ARBIA349$1.30 萬<0.1%00.0%不變–
TTDTrade Desk, Inc.Stock1,180$1.40 萬<0.1%+25+2.2%加碼歷史
AAAlcoa CorpStock330$1.40 萬<0.1%+330新進歷史
HLHecla Mining CoCOM825$1.40 萬<0.1%+825新進歷史
ETHAiShares Ethereum Trust ETFSHS700$1.40 萬<0.1%+410+141.4%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A35$1.40 萬<0.1%+35新進歷史
MKSIMKS IncCOM53$1.40 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE82$1.40 萬<0.1%00.0%不變–
FLSFlowserve CorpCOM185$1.40 萬<0.1%+185新進歷史
iShares Inc464286871MSCI HONG KG ETF612$1.40 萬<0.1%00.0%不變–
XHRXenia Hotels & Resorts, Inc.COM796$1.40 萬<0.1%00.0%不變歷史
PSKYParamount Skydance CorpCOM CL B1,345$1.40 萬<0.1%−3,267−70.8%減碼歷史
KEXKirby CorpCOM110$1.40 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF295$1.40 萬<0.1%+295新進–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF348$1.50 萬<0.1%00.0%不變–
iShares S&P Small-Cap 600 Value ETF464287879ETF118$1.50 萬<0.1%−84−41.6%減碼–
MTZMastec IncCOM70$1.50 萬<0.1%+70新進歷史
AMPHAmphastar Pharmaceuticals, Inc.COM573$1.50 萬<0.1%−686−54.5%減碼歷史
iShares Tr464287796U.S. ENERGY ETF239$1.50 萬<0.1%+2+0.8%加碼–
Fidelity Covington Trust316092337FIDELITY FUND LR448$1.50 萬<0.1%00.0%不變–
CNHCNH Industrial N.V.SHS1,174$1.50 萬<0.1%+1,174新進歷史
SPDR Series Trust78464A664ST LON TREAS ETF629$1.50 萬<0.1%00.0%不變–
Capital Group Core Equity Et14020V108SHS CREAT UNIT333$1.50 萬<0.1%−46−12.1%減碼–
FSKFS KKR Capital CorpCOM1,403$1.50 萬<0.1%−7−0.5%減碼歷史
UHALU-Haul Holding CoCOM257$1.50 萬<0.1%−606−70.2%減碼歷史
CRCLCircle Internet Group, Inc.COM CL A177$1.50 萬<0.1%−1,340−88.3%減碼歷史
KNKnowles CorpCOM400$1.50 萬<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189H821DIGI TRANS ETF800$1.50 萬<0.1%+800新進–
Schwab Fundamental U.S. Large Company ETF808524771ETF500$1.60 萬<0.1%00.0%不變–
iShares Inc464286178US INTL HGH YLD377$1.60 萬<0.1%00.0%不變–
RLIRli CorpCOM281$1.60 萬<0.1%−9−3.1%減碼歷史
FRMEFirst Merchants CorpCOM412$1.60 萬<0.1%+4+1.0%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE157$1.60 萬<0.1%00.0%不變–
VanEck ETF Trust92189H409HIGH YLD MUNIETF339$1.60 萬<0.1%−267−44.1%減碼–

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