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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
CHTRCharter Communications, Inc.CL A240$2.70 萬<0.1%−127−34.6%減碼歷史
iShares Tr464288257MSCI ACWI ETF168$2.70 萬<0.1%00.0%不變–
PECOPhillips Edison & Company, Inc.COMMON STOCK724$2.70 萬<0.1%00.0%不變歷史
RVMDRevolution Medicines, Inc.COM132$2.70 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM271$2.70 萬<0.1%00.0%不變–
CRBGCorebridge Financial, Inc.COM812$2.70 萬<0.1%+52+6.8%加碼歷史
iShares Tr464287770U.S. FIN SVC ETF300$2.70 萬<0.1%+17+6.0%加碼–
HRIHerc Holdings IncCOM213$2.70 萬<0.1%+1+0.5%加碼歷史
IVTInvenTrust Properties Corp.COM NEW881$2.70 萬<0.1%00.0%不變歷史
TYTRI-CONTINENTAL CorpCOM796$2.70 萬<0.1%+180+29.2%加碼歷史
VNOMViper Energy, Inc.COM687$2.70 萬<0.1%+108+18.7%加碼歷史
State Street SPDR S&P Bank ETF78464A797ETF442$2.80 萬<0.1%−8,736−95.2%減碼–
JHXJames Hardie Industries plcStock1,087$2.80 萬<0.1%+101+10.2%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE250$2.80 萬<0.1%+250新進–
COOCooper Companies, Inc.COM490$2.80 萬<0.1%−1,379−73.8%減碼歷史
FLUTFlutter Entertainment plcSHS381$2.80 萬<0.1%−150−28.2%減碼歷史
SNSharkNinja, Inc.COM SHS158$2.80 萬<0.1%+37+30.6%加碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,200$2.80 萬<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF275$2.90 萬<0.1%+275新進–
CMCCommercial Metals CoStock475$2.90 萬<0.1%00.0%不變歷史
ALLYAlly Financial Inc.Stock775$2.90 萬<0.1%−44−5.4%減碼歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL296$2.90 萬<0.1%+6+2.1%加碼–
ADCAgree Realty CorpCOM438$2.90 萬<0.1%+392+852.2%加碼歷史
HTGCHercules Capital, Inc.COM1,712$2.90 萬<0.1%+37+2.2%加碼歷史
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT660$2.90 萬<0.1%00.0%不變–
WisdomTree Tr97717W125FUTRE STRAT FD695$2.90 萬<0.1%−23−3.2%減碼–
PMOFranklin Municipal Opportunities TrustSH BEN INT3,123$2.90 萬<0.1%+49+1.6%加碼歷史
EGPEastgroup Properties IncCOM149$2.90 萬<0.1%+80+115.9%加碼歷史
GOODGladstone Commercial CorpCOM2,319$2.90 萬<0.1%+2,319新進歷史
TRLVTrulieve Cannabis Corp.COM2,692$2.90 萬<0.1%+2,692新進歷史
Pacer Trendpilot Fund of Funds ETF69374H675ETF808$3.00 萬<0.1%+808新進–
ALABAstera Labs, Inc.Stock84$3.00 萬<0.1%−102−54.8%減碼歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY250$3.00 萬<0.1%00.0%不變–
EFXEquifax IncCOM221$3.00 萬<0.1%+61+38.1%加碼歷史
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 261,320$3.00 萬<0.1%+15+1.1%加碼–
YUMCYum China Holdings, Inc.COM724$3.00 萬<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB1,530$3.00 萬<0.1%+16+1.1%加碼–
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP1,391$3.00 萬<0.1%+20+1.5%加碼–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB1,524$3.00 萬<0.1%+14+0.9%加碼–
PIMCO ETF Tr72201R817INV GRD CRP BD324$3.00 萬<0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 20271,374$3.00 萬<0.1%+17+1.3%加碼–
POOLPool CorpCOM187$3.00 萬<0.1%−1,162−86.1%減碼歷史
ARAntero Resources CorpCOM895$3.00 萬<0.1%+276+44.6%加碼歷史
GLASGlass House Brands Inc.COM5,275$3.00 萬<0.1%+5,275新進歷史
MBGLMobility Global Inc.COM SHS1,723$3.00 萬<0.1%+1,723新進歷史
UNMUnum GroupStock352$3.10 萬<0.1%+129+57.8%加碼歷史
FLEXFlex Ltd.Stock284$3.10 萬<0.1%+51+21.9%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR568$3.10 萬<0.1%+8+1.4%加碼歷史
TPGTPG Inc.COM CL A702$3.10 萬<0.1%+45+6.8%加碼歷史
Global X FDS37954Y293GLB X MLP ENRG I447$3.10 萬<0.1%00.0%不變–
iShares Tr464287812US CONSM STAPLES444$3.10 萬<0.1%+6+1.4%加碼–
American Centy ETF Tr025072133AVAN US VALU ETF409$3.10 萬<0.1%+1+0.2%加碼–
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF498$3.10 萬<0.1%+498新進–
KTBKontoor Brands, Inc.Stock510$3.20 萬<0.1%+4+0.8%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF233$3.20 萬<0.1%+1+0.4%加碼–
CCJCameco CorpStock365$3.20 萬<0.1%+349+2,181.3%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF85$3.20 萬<0.1%+85新進–
Capital Group Dividend Value14020W106SHS CREAT UNIT661$3.20 萬<0.1%−141−17.6%減碼–
First Tr Exchng Traded FD VI33740U562VEST US EQUITY M900$3.20 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U588VEST US EQUITY M905$3.20 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX964$3.20 萬<0.1%00.0%不變–
Capital Group Growth ETF14020G101SHS CREAT UNIT701$3.30 萬<0.1%−3,330−82.6%減碼–
ASTSAST SpaceMobile, Inc.COM CL A556$3.30 萬<0.1%+515+1,256.1%加碼歷史
OZKBank OZKCOM727$3.30 萬<0.1%+7+1.0%加碼歷史
MUSAMurphy USA Inc.COM66$3.30 萬<0.1%+66新進歷史
VVXV2X, Inc.COM472$3.30 萬<0.1%00.0%不變歷史
Ea Series Trust02072L649BURNEY US FCTR569$3.30 萬<0.1%+569新進–
iShares Global Clean Energy ETF464288224ETF1,992$3.40 萬<0.1%−605−23.3%減碼–
First Tr Exchange-Traded FD336917109SHS697$3.40 萬<0.1%+8+1.2%加碼–
New York Life Investments Et45409B107HEDGE MULTI STRA932$3.40 萬<0.1%−15−1.6%減碼–
Dimensional ETF Trust25434V617WORLD EQUITY ETF416$3.40 萬<0.1%−2,454−85.5%減碼–
iShares Tr464287341GLOBAL ENERG ETF604$3.40 萬<0.1%+604新進–
ARK ETF Tr00214Q609ISRAEL INOVATE1,206$3.40 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL182$3.40 萬<0.1%+182新進–
SMMTSummit Therapeutics Inc.COM2,038$3.40 萬<0.1%+1,447+244.8%加碼歷史
DRSLeonardo DRS, Inc.Stock962$3.50 萬<0.1%+906+1,617.9%加碼歷史
VanEck ETF Trust92189F684RETAIL ETF140$3.50 萬<0.1%−947−87.1%減碼–
COKECoca-Cola Consolidated, Inc.COM187$3.50 萬<0.1%+103+122.6%加碼歷史
HOGHarley-Davidson, Inc.COM1,445$3.50 萬<0.1%+555+62.4%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD700$3.50 萬<0.1%00.0%不變–
BPOPPopular, Inc.COM NEW225$3.50 萬<0.1%+2+0.9%加碼歷史
NTNXNutanix, Inc.Stock515$3.60 萬<0.1%+27+5.5%加碼歷史
ELSEquity Lifestyle Properties IncCOM611$3.60 萬<0.1%+567+1,288.6%加碼歷史
SAROStandardAero, Inc.COM1,703$3.60 萬<0.1%+1,703新進歷史
MFCManulife Financial CorpCOM851$3.60 萬<0.1%00.0%不變歷史
iShares Tr464288802ESG OPTIMIZED233$3.60 萬<0.1%00.0%不變–
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A379$3.60 萬<0.1%+372+5,314.3%加碼歷史
ARMKAramarkCOM694$3.70 萬<0.1%+300+76.1%加碼歷史
DINOHF Sinclair CorpCOM345$3.70 萬<0.1%+8+2.4%加碼歷史
CACCCredit Acceptance CorpCOM70$3.70 萬<0.1%00.0%不變歷史
RBLXRoblox CorpStock908$3.80 萬<0.1%−305−25.1%減碼歷史
PRMBPrimo Brands CorpCLASS A COM SHS2,003$3.80 萬<0.1%+2,003新進歷史
CORTCorcept Therapeutics IncCOM326$3.80 萬<0.1%+1+0.3%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF1,598$3.90 萬<0.1%00.0%不變–
NOVNOV Inc.COM2,073$3.90 萬<0.1%−78−3.6%減碼歷史
SUISun Communities IncCOM353$3.90 萬<0.1%+323+1,076.7%加碼歷史
iShares Inc464286707MSCI FRANCE ETF908$3.90 萬<0.1%−11−1.2%減碼–
MDBMongoDB, Inc.CL A111$3.90 萬<0.1%+8+7.8%加碼歷史
PHINPhinia Inc.COMMON STOCK655$3.90 萬<0.1%+2+0.3%加碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,509$3.90 萬<0.1%00.0%不變歷史

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