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
EXEExpand Energy CorpCOM758$6.40 萬<0.1%+240+46.3%加碼歷史
FISFidelity National Information Services, Inc.Stock1,968$6.50 萬<0.1%−6,444−76.6%減碼歷史
MAINMain Street Capital CORPCEF1,186$6.50 萬<0.1%+1,186新進歷史
iShares Russell 2000 Growth ETF464287648ETF185$6.60 萬<0.1%00.0%不變–
RGLDRoyal Gold IncStock281$6.60 萬<0.1%+258+1,121.7%加碼歷史
BSYBentley Systems IncCOM CL B2,061$6.60 萬<0.1%+1,122+119.5%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM1,745$6.60 萬<0.1%+1,413+425.6%加碼歷史
Dimensional ETF Trust25434V765INTL HIGH PROFIT1,950$6.60 萬<0.1%−1,268−39.4%減碼–
VICIVici Properties Inc.COM2,856$6.60 萬<0.1%−2,885−50.3%減碼歷史
TPLTexas Pacific Land CorpStock204$6.70 萬<0.1%−88−30.1%減碼歷史
Flexshares Tr33939L803M STAR DEV MKT666$6.70 萬<0.1%+3+0.5%加碼–
REXRRexford Industrial Realty, Inc.COM1,835$6.70 萬<0.1%+67+3.8%加碼歷史
QSRRestaurant Brands International Inc.COM946$6.70 萬<0.1%+717+313.1%加碼歷史
CVICVR Energy IncCOM1,311$6.70 萬<0.1%+1,287+5,362.5%加碼歷史
First Tr Exchange-Traded FD33734X168MATERIALS ALPH879$6.80 萬<0.1%+10+1.2%加碼–
iShares Tr46428743220 YR TR BD ETF885$6.90 萬<0.1%−544−38.1%減碼–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT1,927$6.90 萬<0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM225$6.90 萬<0.1%+164+268.9%加碼歷史
EQHEquitable Holdings, Inc.COM1,368$7.00 萬<0.1%+86+6.7%加碼歷史
LNCLincoln National CorpCOM1,739$7.00 萬<0.1%+17+1.0%加碼歷史
Baron ETF Tr06829D107FIRST PRINC ETF3,018$7.10 萬<0.1%+3,018新進–
NEANuveen AMT-Free Quality Municipal Income FundCOM7,217$7.20 萬<0.1%+128+1.8%加碼歷史
VCVisteon CorpCOM NEW833$7.20 萬<0.1%+17+2.1%加碼歷史
Vanguard Whitehall FDS921946810INTL DVD ETF767$7.20 萬<0.1%+3+0.4%加碼–
Neuberger Berman S-M Cap ETF64135A804ETF2,631$7.20 萬<0.1%+2,631新進–
iShares MSCI Acwi Ex U.S. ETF464288240ETF960$7.30 萬<0.1%00.0%不變–
ILMNIllumina, Inc.COM265$7.30 萬<0.1%00.0%不變歷史
PINSPinterest, Inc.CL A3,871$7.30 萬<0.1%−3,032−43.9%減碼歷史
Morgan Stanley ETF Trust61774R833EATON VANCE FLTG1,498$7.30 萬<0.1%+1,498新進–
DKNGDraftKings Inc.Stock3,876$7.40 萬<0.1%+2,641+213.8%加碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG2,622$7.40 萬<0.1%+2,455+1,470.1%加碼歷史
LIILennox International IncCOM207$7.40 萬<0.1%−330−61.5%減碼歷史
MAAMid America Apartment Communities Inc.COM627$7.40 萬<0.1%−403−39.1%減碼歷史
HUBSHubSpot IncCOM365$7.50 萬<0.1%+23+6.7%加碼歷史
OLNOLIN CorpStock4,920$7.60 萬<0.1%+4,920新進歷史
iShares U S ETF Tr46431W838SHOR MAT MUN ETF1,528$7.60 萬<0.1%+10+0.7%加碼–
First Tr Exchng Traded FD VI33740F417FT VEST U.S2,824$7.70 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV537$7.70 萬<0.1%+1+0.2%加碼–
MUABlackRock Muniassets Fund, Inc.COM8,055$7.70 萬<0.1%00.0%不變歷史
SFDSmithfield Foods IncCOM4,154$7.80 萬<0.1%+4,128+15,876.9%加碼歷史
Capital Group Core Balanced14021D107SHS2,120$7.80 萬<0.1%+2,120新進–
SQMChemical & Mining Co of Chile IncSPON ADR SER B1,208$7.80 萬<0.1%+3+0.2%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF921$8.00 萬<0.1%−160−14.8%減碼–
IOTSamsara Inc.Stock2,096$8.00 萬<0.1%+115+5.8%加碼歷史
WYWeyerhaeuser CoCOM NEW4,184$8.00 萬<0.1%−5,384−56.3%減碼歷史
SOLSSolstice Advanced Materials Inc.COM SHS1,421$8.00 萬<0.1%+324+29.5%加碼歷史
SPDR Series Trust78464A755ST STR SP METAL775$8.00 萬<0.1%+150+24.0%加碼–
Invesco S&P 500 Quality ETF46137V241ETF966$8.10 萬<0.1%00.0%不變–
iShares MSCI USA Momentum Factor ETF46432F396ETF255$8.10 萬<0.1%−151−37.2%減碼–
PLUGPlug Power IncStock41,806$8.10 萬<0.1%−155−0.4%減碼歷史
ProShares Tr74348A467S&P 500 DV ARIST1,498$8.10 萬<0.1%+966+181.6%加碼–
STZConstellation Brands, Inc.Stock726$8.20 萬<0.1%−1,724−70.4%減碼歷史
ESLTElbit Systems LtdStock122$8.30 萬<0.1%−66−35.1%減碼歷史
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE1,436$8.30 萬<0.1%+113+8.5%加碼–
BJBJ's Wholesale Club Holdings, Inc.COM901$8.30 萬<0.1%+872+3,006.9%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF936$8.40 萬<0.1%−576−38.1%減碼–
ProShares Tr74347X831ULTRAPRO QQQ1,081$8.40 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY2,056$8.40 萬<0.1%−407−16.5%減碼–
Invesco Exchange Traded FD T46137Y609S&P 500A EQL2,391$8.40 萬<0.1%+898+60.1%加碼–
Invesco Exchange Traded FD T46137V373S&P500 EQL STP2,952$8.50 萬<0.1%−172−5.5%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,108$8.60 萬<0.1%+1,108新進–
CQPCheniere Energy Partners, L.P.COM UNIT1,405$8.60 萬<0.1%00.0%不變歷史
CPCanadian Pacific Kansas City LtdCOM1,010$8.60 萬<0.1%00.0%不變歷史
CASYCaseys General Stores IncCOM142$8.70 萬<0.1%+62+77.5%加碼歷史
UFPIUfp Industries IncCOM1,125$8.70 萬<0.1%−4−0.4%減碼歷史
SRCE1st Source CorpCOM1,031$8.70 萬<0.1%+5+0.5%加碼歷史
PBTPermian Basin Royalty TrustUNIT BEN INT2,773$8.70 萬<0.1%+664+31.5%加碼歷史
Strategy Shs86280R811EVEN HIGH DI ETF2,917$8.80 萬<0.1%00.0%不變–
FWONKLiberty Media CorpCOM LBTY ONE S C965$8.90 萬<0.1%+933+2,915.6%加碼歷史
LENLennar CorpCL A1,086$8.90 萬<0.1%−822−43.1%減碼歷史
Goldman Sachs ETF Tr381430529ACCES TREASURY890$8.90 萬<0.1%−127−12.5%減碼–
Invesco Exchange Traded FD T46137V548INTL DIVI ACHI4,234$9.00 萬<0.1%−905−17.6%減碼–
ENSEnerSysCOM492$9.00 萬<0.1%−5−1.0%減碼歷史
CSGPCostar Group, Inc.COM3,299$9.00 萬<0.1%+3,118+1,722.7%加碼歷史
TTETotalEnergies SESPONSORED ADS1,050$9.00 萬<0.1%00.0%不變歷史
PCGPG&E CorpStock7,397$9.10 萬<0.1%−10,427−58.5%減碼歷史
State Street SPDR NYSE Technology ETF78464A102ETF239$9.10 萬<0.1%−130−35.2%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF1,181$9.20 萬<0.1%+29+2.5%加碼–
CAGConagra Brands Inc.Stock6,850$9.20 萬<0.1%+2,862+71.8%加碼歷史
American Centy ETF Tr025072802INTL SMCP VLU845$9.20 萬<0.1%+34+4.2%加碼–
SLFSun Life Financial IncCOM1,184$9.20 萬<0.1%00.0%不變歷史
BMOBank of MontrealCOM554$9.30 萬<0.1%00.0%不變歷史
SBACSba Communications CorpCL A578$9.30 萬<0.1%+366+172.6%加碼歷史
Flexshares Tr33939L670CRE SLCT BD FD4,530$9.50 萬<0.1%+46+1.0%加碼–
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS1,862$9.60 萬<0.1%+598+47.3%加碼–
iShares Russell Mid-Cap Value ETF464287473ETF601$9.70 萬<0.1%+2+0.3%加碼–
First Tr Exchange-Traded Alp33734Y109COM SHS720$9.70 萬<0.1%−191−21.0%減碼–
BLDRBuilders FirstSource, Inc.Stock1,717$9.80 萬<0.1%−899−34.4%減碼歷史
FLRFluor CorpStock2,045$9.80 萬<0.1%+2,045新進歷史
CRHCRH Public Ltd CoORD1,178$9.80 萬<0.1%−978−45.4%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF422$9.80 萬<0.1%+422新進–
SONSonoco Products CoCOM2,000$9.80 萬<0.1%+2,000新進歷史
SESea LtdSPONSORD ADS1,018$9.90 萬<0.1%00.0%不變歷史
MPMP Materials Corp.COM CL A2,105$10.0 萬<0.1%+285+15.7%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT481$10.0 萬<0.1%+1+0.2%加碼–
SPDR Index Shs FDS78463X756ST MARKE CAP ETF1,422$10.1 萬<0.1%00.0%不變–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,000$10.2 萬<0.1%00.0%不變–
Vanguard Financials ETF92204A405ETF781$10.2 萬<0.1%+28+3.7%加碼–
iShares Tr464288695GLOBAL MATER ETF952$10.2 萬<0.1%+11+1.2%加碼–
CUBICustomers Bancorp, Inc.COM1,379$10.2 萬<0.1%+3+0.2%加碼歷史

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