13F 机构持仓

CX Institutional

AUBURN IN · SEC CIK 0001737089

2026Q22026Q1 更早 9 个季度 🔒
$34.65亿2026Q2 申报市值
1,568持仓数
22.2%前十大占比 · 第一大 5.4%
99 / 90新建仓 / 清仓
申报市值走势$34.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 5.4%
IEFA 2.4%
SHY 2.1%
AAPL 2.0%
NVDA 1.8%
VO 1.8%
SPMB 1.8%
SPBO 1.8%
BNDX 1.6%
SHM 1.6%

2026Q2 买入最多 按季末市值估算

SGOV 加仓+$7,041.60万
SHY 加仓+$3,989.59万
IJR 加仓+$2,693.98万
SUB 加仓+$1,252.40万
RWL 新建仓+$1,165.10万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$4,348.97万
SPTI 减仓-$2,742.71万
DELL 减仓-$2,155.92万
ITM 减仓-$1,994.16万
RSP 减仓-$1,869.02万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
STC STEWART INFO SVC $6,0000.00%91 00.0% — 不变
FCNCA FIRST CITIZENS-A $6,0000.00%3 00.0% — 不变
ASH ASHLAND INC $6,0000.00%90 00.0% — 不变
EQAL Invesco ETFs/USA $6,0000.00%93 00.0% — 不变
ARGX ARGENX SE - ADR $6,0000.00%6 00.0% — 不变
COHR COHERENT CORP $6,0000.00%14 11366.7% $4,714 加仓
QQQM Invesco Exchange-Traded Fund T $6,0000.00%20 -47-70.1% -$1.41万 重新持有
DFSD Dimensional ETF Trust $6,0000.00%120 120— $6,000 新建仓
SSNC SS&C TECHNOLOGIE $6,0000.00%93 93— $6,000 新建仓
DISV Dimensional ETF Trust $6,0000.00%150 150— $6,000 新建仓
LPG DORIAN LPG LTD $6,0000.00%160 160— $6,000 新建仓
ONON ON HOLDING AG-A $6,0000.00%169 169— $6,000 新建仓
BSCT Invesco ETFs/USA $7,0000.00%386 -2,062-84.2% -$3.74万 减仓
ITB iShares ETFs/USA $7,0000.00%63 -320-83.6% -$3.56万 减仓
BSCS Invesco ETFs/USA $7,0000.00%352 -961-73.2% -$1.91万 减仓
BSJT Invesco ETFs/USA $7,0000.00%349 -873-71.4% -$1.75万 减仓
SSB SOUTHSTATE BANK $7,0000.00%72 00.0% — 不变
KBR KBR INC $7,0000.00%191 10.5% $37 加仓
ISMD Northern Lights Fund Trust IV/ $7,0000.00%148 00.0% — 不变
WAL WESTERN ALLIANCE $7,0000.00%90 00.0% — 不变
MICC MAGNUM ICE CREAM $7,0000.00%394 00.0% — 不变
RIO RIO TINTO-ADR $7,0000.00%69 49245.0% $4,971 加仓
FNDF Schwab Strategic Trust $7,0000.00%127 127— $7,000 新建仓
SCHE Schwab Strategic Trust $8,0000.00%222 -178,801-99.9% -$644.33万 减仓
LKQ LKQ CORP $8,0000.00%309 -3,971-92.8% -$10.28万 减仓
PRF Invesco ETFs/USA $8,0000.00%157 -352-69.2% -$1.79万 减仓
ESAB ESAB CORP $8,0000.00%79 -101-56.1% -$1.02万 减仓
SMMV iShares ETFs/USA $8,0000.00%172 -174-50.3% -$8,093 减仓
SU SUNCOR ENERGY $8,0000.00%154 00.0% — 不变
TPYP Tortoise Capital Series Trust $8,0000.00%189 10.5% $42 加仓
CGMU Capital Research and Managemen $8,0000.00%284 00.0% — 不变
SAN BANCO SANTAN-ADR $8,0000.00%612 00.0% — 不变
NMIH NMI HOLDINGS INC $8,0000.00%199 00.0% — 不变
BUFR First Trust Exchange-Traded Fu $8,0000.00%222 222— $8,000 新建仓
AZN ASTRAZENECA PLC $8,0000.00%40 40— $8,000 新建仓
LONZ Pimco ETF Trust $8,0000.00%167 167— $8,000 新建仓
MOAT VanEck ETFs/USA $8,0000.00%73 -4-5.2% -$438 重新持有
BIV Vanguard ETF/USA $9,0000.00%121 -1,377-91.9% -$10.24万 减仓
TTEK TETRA TECH INC $9,0000.00%312 -682-68.6% -$1.97万 减仓
FTHY First Trust High Yield Opportu $9,0000.00%640 -1,376-68.3% -$1.94万 减仓
PTY PIMCO Funds/Closed-End/USA $9,0000.00%725 -790-52.1% -$9,807 减仓
AVSC American Century ETF Trust $9,0000.00%125 -127-50.4% -$9,144 减仓
SMMT SUMMIT THERAPEUT $9,0000.00%591 -257-30.3% -$3,914 减仓
BITO ProShares ETFs/USA $9,0000.00%1,163 -15-1.3% -$116 减仓
ANGL VanEck ETFs/USA $9,0000.00%309 -73-19.1% -$2,126 减仓
GGG GRACO INC $9,0000.00%115 00.0% — 不变
CGHM Capital Group Fixed Income ETF $9,0000.00%354 00.0% — 不变
REM iShares ETFs/USA $9,0000.00%395 -4-1.0% -$91 减仓
CRSP CRISPR THERAPEUT $9,0000.00%174 00.0% — 不变
JBTM JBT MAREL CORP $9,0000.00%61 00.0% — 不变
BSV Vanguard ETF/USA $9,0000.00%114 4156.2% $3,237 加仓
SONY SONY GROUP-ADR $9,0000.00%473 239102.1% $4,548 加仓
VFVA Vanguard Wellington Fund/Fund $9,0000.00%63 63— $9,000 新建仓
XAR SPDR Series Trust $9,0000.00%32 32— $9,000 新建仓
VFMV Vanguard Wellington Fund/Fund $9,0000.00%67 67— $9,000 新建仓
DYNF BlackRock ETF Trust $9,0000.00%128 128— $9,000 新建仓
FLJP Franklin Templeton ETF Trust $9,0000.00%219 219— $9,000 新建仓
— Invesco ETFs/USA $1.00万0.00%260 -7,019-96.4% -$27.00万 减仓
BWXT BWX TECHNOLOGIES $1.00万0.00%53 -46-46.5% -$8,679 减仓
NIQ NIQ GLOBAL INTEL $1.00万0.00%1,067 -175-14.1% -$1,640 减仓
SFM SPROUTS FARMERS $1.00万0.00%116 -26-18.3% -$2,241 减仓
APG API GROUP CORP $1.00万0.00%243 00.0% — 不变
— Calamos ETF Trust $1.00万0.00%374 00.0% — 不变
FSMB First Trust ETFs/USA $1.00万0.00%513 40.8% $78 加仓
FXN First Trust ETFs/USA $1.00万0.00%482 419.3% $851 加仓
— Calamos ETF Trust $1.00万0.00%374 00.0% — 不变
GSY Invesco Actively Managed Excha $1.00万0.00%199 00.0% — 不变
— Calamos ETF Trust $1.00万0.00%374 00.0% — 不变
IFRA iShares ETFs/USA $1.00万0.00%160 00.0% — 不变
HLN HALEON-ADR $1.00万0.00%1,040 12513.7% $1,202 加仓
JEPQ JP Morgan Exchange-Traded Fund $1.00万0.00%155 -1-0.6% -$65 减仓
XMHQ Invesco ETFs/USA $1.00万0.00%87 11.2% $115 加仓
EWBC EAST WEST BNCRP $1.00万0.00%77 00.0% — 不变
SHEL SHELL PLC-ADR $1.00万0.00%131 70114.8% $5,344 加仓
ESGV Vanguard World Fund $1.00万0.00%77 77— $1.00万 新建仓
UBS UBS GROUP AG $1.10万0.00%224 -64-22.2% -$3,143 减仓
— First Trust Exchange-Traded Fu $1.10万0.00%303 00.0% — 不变
SCZ iShares ETFs/USA $1.10万0.00%130 -7-5.1% -$592 减仓
FAF FIRST AMERICAN F $1.10万0.00%165 10.6% $67 加仓
HDB HDFC BANK-ADR $1.10万0.00%422 00.0% — 不变
VVV VALVOLINE INC $1.10万0.00%284 00.0% — 不变
— SILA REALTY TRUS $1.10万0.00%351 00.0% — 不变
— Amplify ETF Trust $1.10万0.00%171 171— $1.10万 新建仓
GFEB First Trust Exchange-Traded Fu $1.20万0.00%264 -1,332-83.5% -$6.05万 减仓
IXJ iShares ETFs/USA $1.20万0.00%123 -305-71.3% -$2.98万 减仓
HLI HOULIHAN LOKEY I $1.20万0.00%89 11.1% $135 加仓
NAD NVN-QLT MUNI INC $1.20万0.00%1,003 00.0% — 不变
ENFR ALPS ETFs/USA $1.20万0.00%307 31.0% $117 加仓
SCHH Schwab Strategic Trust $1.20万0.00%522 -44-7.8% -$1,011 减仓
FDVV Fidelity Covington Trust $1.20万0.00%192 10.5% $62 加仓
AGCO AGCO CORP $1.20万0.00%98 11.0% $122 加仓
CRBN iShares ETFs/USA $1.20万0.00%49 00.0% — 不变
FFEB First Trust Exchange-Traded Fu $1.20万0.00%197 00.0% — 不变
TCBI TEXAS CAPITAL BA $1.20万0.00%117 00.0% — 不变
XHB State Street ETF/USA $1.20万0.00%104 00.0% — 不变
NASA Tema ETF Trust $1.20万0.00%397 397— $1.20万 新建仓
— Dimensional ETF Trust $1.20万0.00%150 150— $1.20万 新建仓
— ETF Series Solutions/Defiance $1.20万0.00%402 402— $1.20万 新建仓
USRT iShares ETFs/USA $1.30万0.00%196 -3,169-94.2% -$21.02万 减仓
FXU First Trust ETFs/USA $1.30万0.00%260 -1,745-87.0% -$8.72万 减仓