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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
Ssga Active ETF Tr78467V848ST STR TOTAL ETF1,035$3.90 萬<0.1%+1,035新進–
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW149$3.90 萬<0.1%+149新進–
iShares S&P Small-Cap 600 Growth ETF464287887ETF247$4.00 萬<0.1%+1+0.4%加碼–
DTDynatrace, Inc.Stock687$4.00 萬<0.1%−20−2.8%減碼歷史
OSKOshkosh CorpCOM312$4.00 萬<0.1%+1+0.3%加碼歷史
TAPMolson Coors Beverage CoCL B1,103$4.00 萬<0.1%−222−16.8%減碼歷史
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN515$4.00 萬<0.1%+1+0.2%加碼–
Ssga Active ETF Tr78467V707ST STR UL BD ETF985$4.00 萬<0.1%00.0%不變–
BPBP PLCADR928$4.10 萬<0.1%+3+0.3%加碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF656$4.10 萬<0.1%−580−46.9%減碼–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW405$4.10 萬<0.1%+405新進–
CARTMaplebear Inc.COM944$4.10 萬<0.1%+451+91.5%加碼歷史
UCTTUltra Clean Holdings, Inc.COM500$4.10 萬<0.1%+500新進歷史
iShares Inc464286814MSCI NETHERL ETF607$4.10 萬<0.1%−23−3.7%減碼–
AUAngloGold Ashanti PLCCOM SHS434$4.10 萬<0.1%−42,383−99.0%減碼歷史
iShares Tr46435G326CORE MSCI INTL463$4.10 萬<0.1%00.0%不變–
iShares Tr464288737GLB CNSM STP ETF619$4.10 萬<0.1%−275−30.8%減碼–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN522$4.10 萬<0.1%+522新進–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY550$4.20 萬<0.1%+5+0.9%加碼–
iShares Tr4642874407-10 YR TRSY BD469$4.20 萬<0.1%+126+36.7%加碼–
PEverpure, Inc.CL A323$4.20 萬<0.1%+3+0.9%加碼歷史
GSKGSK plcADR883$4.30 萬<0.1%+1+0.1%加碼歷史
USFDUS Foods Holding Corp.COM464$4.30 萬<0.1%+443+2,109.5%加碼歷史
Fidelity Covington Trust316092832DIVID ETF RISI624$4.30 萬<0.1%−793−56.0%減碼–
First Tr Exchng Traded FD VI33740F292FT VEST US SMALL1,673$4.30 萬<0.1%00.0%不變–
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX756$4.30 萬<0.1%+59+8.5%加碼–
ROKURoku, IncCOM CL A281$4.30 萬<0.1%+86+44.1%加碼歷史
Schwab US Tips ETF808524870ETF1,753$4.40 萬<0.1%+1,753新進–
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS920$4.40 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF2,503$4.40 萬<0.1%00.0%不變–
Vanguard World FD921910733ESG US STK ETF325$4.40 萬<0.1%+248+322.1%加碼–
First Tr Exchng Traded FD VI33740U422FT VEST US EQUTY1,381$4.40 萬<0.1%00.0%不變–
Vanguard World FD921910873MEGA CAP INDEX155$4.40 萬<0.1%−200−56.3%減碼–
LAMRLamar Advertising CoREIT311$4.50 萬<0.1%+219+238.0%加碼歷史
CRCCalifornia Resources CorpCOM STOCK887$4.50 萬<0.1%−9−1.0%減碼歷史
iShares Tr464287515EXPANDED TECH425$4.50 萬<0.1%+75+21.4%加碼–
iShares Tr464288836U.S. PHARMA ETF445$4.50 萬<0.1%+13+3.0%加碼–
Dimensional ETF Trust25434V757EMERGING MKTS HI1,100$4.50 萬<0.1%−40−3.5%減碼–
SLGNSilgan Holdings IncCOM1,300$4.50 萬<0.1%+43+3.4%加碼歷史
INSMINSMED IncCOM PAR $.01404$4.60 萬<0.1%+404新進歷史
PDIPIMCO Dynamic Income FundSHS3,274$4.60 萬<0.1%+3,274新進歷史
First Tr Exch Traded FD III33740J104ULTRA SHT DUR MU2,363$4.70 萬<0.1%+16+0.7%加碼–
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE728$4.70 萬<0.1%+12+1.7%加碼–
Schwab International Small-Cap Equity ETF808524888ETF958$4.80 萬<0.1%00.0%不變–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT1,198$4.80 萬<0.1%−200−14.3%減碼–
TRUTransUnionCOM784$4.80 萬<0.1%+116+17.4%加碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK1,384$4.80 萬<0.1%+2+0.1%加碼歷史
Pacer FDS Tr69374H741DATA AND INFRAST1,679$4.80 萬<0.1%+1,679新進–
SPDR Series Trust78468R556SP O&G EXPL PRO274$4.90 萬<0.1%+54+24.5%加碼–
VGNTVersigent PLCORDINARY SHARES1,088$4.90 萬<0.1%−4−0.4%減碼歷史
iShares Select U.S. REIT ETF464287564ETF796$5.00 萬<0.1%+51+6.8%加碼–
VFCV F CorpStock3,547$5.00 萬<0.1%−75−2.1%減碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF925$5.00 萬<0.1%00.0%不變–
PRIPrimerica, Inc.Stock189$5.10 萬<0.1%+1+0.5%加碼歷史
ITGartner IncCOM274$5.10 萬<0.1%+143+109.2%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF506$5.10 萬<0.1%−18−3.4%減碼–
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,251$5.10 萬<0.1%−1,805−59.1%減碼–
UIUbiquiti Inc.COM89$5.10 萬<0.1%+89新進歷史
CFRCullen/Frost Bankers, Inc.COM334$5.10 萬<0.1%+2+0.6%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF328$5.20 萬<0.1%+328新進–
iShares Core MSCI Total International Stock ETF46432F834ETF559$5.30 萬<0.1%+559新進–
SGISomnigroup International Inc.COM849$5.30 萬<0.1%+849新進歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT2,586$5.30 萬<0.1%−436−14.4%減碼歷史
VanEck Semiconductor ETF92189F676ETF88$5.40 萬<0.1%−15−14.6%減碼–
iShares Tr464287119MORNINGSTAR GRWT465$5.40 萬<0.1%00.0%不變–
NETCloudflare, Inc.CL A COM155$5.40 萬<0.1%+22+16.5%加碼歷史
NMLNeuberger Energy Infrastructure & Income Fund Inc.COM5,448$5.40 萬<0.1%+109+2.0%加碼歷史
CCICrown Castle Inc.REIT819$5.50 萬<0.1%+422+106.3%加碼歷史
iShares Inc46434G772MSCI TAIWAN ETF489$5.50 萬<0.1%−5−1.0%減碼–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD2,374$5.50 萬<0.1%+2,374新進–
Timothy Plan887432342U S SM CP CORE1,239$5.50 萬<0.1%00.0%不變–
iShares Tr464287275GBL COMM SVC ETF468$5.50 萬<0.1%−6,072−92.8%減碼–
Flexshares Tr33939L506IBOXX 3R TARGT2,388$5.50 萬<0.1%+41+1.7%加碼–
OWLBlue Owl Capital Inc.COM CL A6,046$5.50 萬<0.1%+2,650+78.0%加碼歷史
Invesco Exchange Traded FD T46137V365S&P500 EQL ENR523$5.60 萬<0.1%+1+0.2%加碼–
SEICSEI Investments CoCOM552$5.70 萬<0.1%+20+3.8%加碼歷史
EPREpr PropertiesCOM SH BEN INT1,018$5.70 萬<0.1%+1,000+5,555.6%加碼歷史
BURLBurlington Stores, Inc.COM212$5.70 萬<0.1%+137+182.7%加碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF350$5.70 萬<0.1%00.0%不變–
Fidelity MSCI Materials Index ETF316092881ETF1,041$5.80 萬<0.1%−46−4.2%減碼–
ARMArm Holdings PLCADR201$5.80 萬<0.1%+201新進歷史
NTRANatera, Inc.COM140$5.80 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R531SPDR S&P 500 ESG778$5.80 萬<0.1%+778新進–
ZZillow Group, Inc.CL C CAP STK2,121$5.80 萬<0.1%−1,365−39.2%減碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A694$5.90 萬<0.1%+694新進歷史
American Centy ETF Tr025072877US SML CP VALU502$5.90 萬<0.1%+63+14.4%加碼–
Fidelity Covington Trust316092709MSCI INDL INDX670$5.90 萬<0.1%+3+0.4%加碼–
CMCanadian Imperial Bank of CommerceCOM542$6.00 萬<0.1%00.0%不變歷史
XPEVXpeng Inc.ADS6,325$6.00 萬<0.1%+6,325新進歷史
Vanguard Total Bond Market ETF921937835ETF863$6.10 萬<0.1%−2,379−73.4%減碼–
ESEEsco Technologies IncCOM228$6.10 萬<0.1%00.0%不變歷史
SSNCSS&C Technologies Holdings IncCOM789$6.10 萬<0.1%+696+748.4%加碼歷史
iShares Select Dividend ETF464287168ETF412$6.30 萬<0.1%+3+0.7%加碼–
Fidelity MSCI Utilities Index ETF316092865ETF1,231$6.30 萬<0.1%+4+0.3%加碼–
WisdomTree Tr97717Y527FLOATNG RAT TREA1,250$6.30 萬<0.1%00.0%不變–
SHELShell plcADR673$6.40 萬<0.1%+542+413.7%加碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF1,727$6.40 萬<0.1%−129−7.0%減碼–
AGNCAGNC Investment Corp.REIT7,087$6.40 萬<0.1%+5,690+407.3%加碼歷史
MGRCMcGrath RentcorpCOM562$6.40 萬<0.1%−45−7.4%減碼歷史
EQXEquinox Gold Corp.COM5,725$6.40 萬<0.1%+5,725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