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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
Fidelity Covington Trust316092857MSCI RL EST ETF3,767$10.2 萬<0.1%+27+0.7%加碼–
CNICanadian National Railway CoStock869$10.3 萬<0.1%−497−36.4%減碼歷史
GBTCGrayscale Bitcoin Trust ETFETF1,625$10.5 萬<0.1%+1,625新進歷史
CWENClearway Energy, Inc.CL C3,604$10.5 萬<0.1%+3,604新進歷史
MDUMdu Resources Group IncStock5,750$10.7 萬<0.1%+5,683+8,482.1%加碼歷史
iShares Tr464287622RUS 1000 ETF257$10.7 萬<0.1%+1+0.4%加碼–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF2,388$10.7 萬<0.1%−10−0.4%減碼–
TKOTKO Group Holdings, Inc.CL A600$10.8 萬<0.1%−415−40.9%減碼歷史
HSICHenry Schein IncCOM1,297$10.9 萬<0.1%+46+3.7%加碼歷史
DOCUDocuSign, Inc.Stock1,645$11.0 萬<0.1%+8+0.5%加碼歷史
IDAIdacorp IncCOM838$11.0 萬<0.1%+823+5,486.7%加碼歷史
CLXClorox CoStock1,365$11.1 萬<0.1%−583−29.9%減碼歷史
NVSNovartis AGADR778$11.1 萬<0.1%−66−7.8%減碼歷史
iShares Semiconductor ETF464287523ETF195$11.1 萬<0.1%+8+4.3%加碼–
MQYBlackRock Muniyield Quality Fund, Inc.COM11,193$11.1 萬<0.1%00.0%不變歷史
iShares Tr464288851US OIL GS EX ETF839$11.1 萬<0.1%−15−1.8%減碼–
TOSTToast, Inc.Stock3,864$11.2 萬<0.1%+59+1.6%加碼歷史
iShares Tr464287713US TELECOM ETF2,713$11.2 萬<0.1%+19+0.7%加碼–
FIVEFive Below, IncCOM512$11.2 萬<0.1%+512新進歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,487$11.3 萬<0.1%+6+0.4%加碼–
iShares Tr464288729GLOB INDSTRL ETF608$11.5 萬<0.1%−111−15.4%減碼–
WisdomTree Tr97717W869EUROPE SMCP DV1,539$11.5 萬<0.1%−30−1.9%減碼–
ENBEnbridge IncStock2,502$11.6 萬<0.1%00.0%不變歷史
CZRCaesars Entertainment, Inc.COM3,898$11.6 萬<0.1%+35+0.9%加碼歷史
ZTSZoetis Inc.Stock1,697$11.8 萬<0.1%−4,574−72.9%減碼歷史
iShares Russell Midcap ETF464287499ETF1,103$11.8 萬<0.1%+2+0.2%加碼–
CPNGCoupang, Inc.CL A8,594$11.9 萬<0.1%+1,849+27.4%加碼歷史
iShares Tr464287291GLOBAL TECH ETF803$11.9 萬<0.1%−11,660−93.6%減碼–
UDRUDR, Inc.COM3,579$12.0 萬<0.1%−399−10.0%減碼歷史
MSIFMSC Income Fund, Inc.COM10,247$12.1 萬<0.1%−80−0.8%減碼歷史
MOHMolina Healthcare, Inc.COM641$12.1 萬<0.1%−21−3.2%減碼歷史
ZSZscaler, Inc.Stock611$12.2 萬<0.1%+84+15.9%加碼歷史
JKHYJack Henry & Associates IncStock859$12.3 萬<0.1%+261+43.6%加碼歷史
GWREGuidewire Software, Inc.COM863$12.3 萬<0.1%+68+8.6%加碼歷史
FDSFactset Research Systems IncStock463$12.5 萬<0.1%+224+93.7%加碼歷史
EXELExelixis, Inc.COM2,145$12.5 萬<0.1%−89,071−97.6%減碼歷史
PNRPENTAIR plcSHS2,393$12.7 萬<0.1%−2,777−53.7%減碼歷史
WPCW. P. Carey Inc.COM1,961$12.7 萬<0.1%+344+21.3%加碼歷史
ZIONZions Bancorporation, National AssociationCOM2,023$12.7 萬<0.1%+51+2.6%加碼歷史
VRTVertiv Holdings CoCOM CL A527$12.7 萬<0.1%+465+750.0%加碼歷史
Pacer FDS Tr69374H766INDUSTRIAL RELET3,417$12.8 萬<0.1%+3,417新進–
NFGNational Fuel Gas CoStock1,705$12.9 萬<0.1%+1,705新進歷史
Fidelity MSCI Energy Index ETF316092402ETF3,804$12.9 萬<0.1%−21−0.5%減碼–
Vanguard Real Estate ETF922908553ETF1,454$13.0 萬<0.1%−27−1.8%減碼–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI6,143$13.1 萬<0.1%−378−5.8%減碼–
AVYAvery Dennison CorpCOM768$13.1 萬<0.1%+216+39.1%加碼歷史
CPTCamden Property TrustREIT1,363$13.2 萬<0.1%−80−5.5%減碼歷史
MOSMosaic CoCOM6,097$13.2 萬<0.1%+1,612+35.9%加碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE1,748$13.2 萬<0.1%+1,748新進–
First Tr Exchng Traded FD VI33740F771FT VEST US2,575$13.3 萬<0.1%00.0%不變–
MYIBlackRock Muniyield Quality Fund III, Inc.COM14,000$13.5 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF3,012$13.7 萬<0.1%−22,992−88.4%減碼–
CRWVCoreWeave, Inc.Stock1,582$13.8 萬<0.1%+1,582新進歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF1,373$13.9 萬<0.1%−20−1.4%減碼–
AREAlexandria Real Estate Equities, Inc.COM2,959$14.0 萬<0.1%−371−11.1%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF1,615$14.0 萬<0.1%−86−5.1%減碼–
AMTMAmentum Holdings, Inc.COM7,771$14.1 萬<0.1%+77+1.0%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF662$14.4 萬<0.1%−1,138−63.2%減碼–
PSLVSprott Physical Silver TrustPHYSICAL SILVER7,461$14.5 萬<0.1%+7,461新進歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS9,947$14.6 萬<0.1%−8,134−45.0%減碼歷史
LULUlululemon athletica inc.Stock1,526$14.7 萬<0.1%+1,165+322.7%加碼歷史
ONONOn Holding AGStock4,970$14.7 萬<0.1%+4,801+2,840.8%加碼歷史
AFGAmerican Financial Group IncCOM1,076$14.7 萬<0.1%+2+0.2%加碼歷史
HUBBHubbell IncCOM325$14.7 萬<0.1%00.0%不變歷史
UGIUgi CorpStock4,179$14.9 萬<0.1%+3,249+349.4%加碼歷史
RKLBRocket Lab CorpCOM2,133$14.9 萬<0.1%+1,891+781.4%加碼歷史
CPBCAMPBELL'S CoCOM7,578$15.0 萬<0.1%−3,785−33.3%減碼歷史
MHKMohawk Industries IncCOM1,205$15.0 萬<0.1%−14−1.1%減碼歷史
JLLJones Lang Lasalle IncCOM492$15.0 萬<0.1%−49−9.1%減碼歷史
MLRMiller Industries IncCOM NEW2,855$15.0 萬<0.1%00.0%不變歷史
BIDUBaidu, Inc.ADR1,749$15.2 萬<0.1%+1,154+193.9%加碼歷史
AXONAxon Enterprise, Inc.COM363$15.3 萬<0.1%+24+7.1%加碼歷史
Goldman Sachs ETF Tr381430396JUST US LRG CP1,401$15.3 萬<0.1%+1,401新進–
WULFTerawulf Inc.COM10,362$15.3 萬<0.1%+10,362新進歷史
MKCMcCormick & Co IncStock3,372$15.6 萬<0.1%+481+16.6%加碼歷史
PODDInsulet CorpStock1,192$15.6 萬<0.1%−940−44.1%減碼歷史
CACICACI International IncCL A259$15.8 萬<0.1%−3,458−93.0%減碼歷史
iShares Tr464287697U.S. UTILITS ETF1,566$15.8 萬<0.1%+4+0.3%加碼–
SHOPShopify Inc.Stock1,072$15.9 萬<0.1%00.0%不變歷史
FTITechnipFMC plcCOM2,349$16.0 萬<0.1%−65,255−96.5%減碼歷史
HBNCHorizon Bancorp IncCOM8,496$16.0 萬<0.1%+66+0.8%加碼歷史
RBRKRubrik, Inc.Stock1,403$16.1 萬<0.1%+10+0.7%加碼歷史
RSReliance, Inc.COM418$16.1 萬<0.1%−2−0.5%減碼歷史
EMNEastman Chemical CoStock2,496$16.2 萬<0.1%+30+1.2%加碼歷史
First Tr Exchange-Traded FD33734X150INDLS PROD DUR1,984$16.2 萬<0.1%+27+1.4%加碼–
SNASnap-on IncCOM449$16.3 萬<0.1%+2+0.4%加碼歷史
FOXFox CorpCL B COM2,898$16.3 萬<0.1%+1,021+54.4%加碼歷史
GISGeneral Mills IncStock5,100$16.4 萬<0.1%+762+17.6%加碼歷史
BENFranklin Templeton IncCOM5,109$16.4 萬<0.1%+189+3.8%加碼歷史
UUnity Software Inc.COM3,998$16.4 萬<0.1%−693−14.8%減碼歷史
ULUnilever PLCSPON ADR NEW2,694$16.4 萬<0.1%+22+0.8%加碼歷史
KMXCarMax IncCOM3,008$16.6 萬<0.1%+11+0.4%加碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID5,014$16.6 萬<0.1%+94+1.9%加碼–
Unified Ser Tr90470L519ONEA CORE BD ETF7,754$16.8 萬<0.1%+7,754新進–
RIVNRivian Automotive, Inc.Stock11,409$17.0 萬<0.1%+4,803+72.7%加碼歷史
FISVFiserv IncStock3,765$17.0 萬<0.1%−1,014−21.2%減碼歷史
ANGXAngel Studios, Inc.Stock36,777$17.2 萬<0.1%+36,777新進歷史
SPOTSpotify Technology S.A.Stock356$17.4 萬<0.1%+319+862.2%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,926$17.6 萬<0.1%00.0%不變–
FICOFair Isaac CorpCOM297$17.6 萬<0.1%−141−32.2%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