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
ESGV Vanguard World Fund $1.00万0.00%77 77— $1.00万 新建仓
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
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
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
SAP SAP SE-SPONS ADR $6,0000.00%36 -664-94.9% -$11.07万 减仓
CG CARLYLE GROUP IN $6,0000.00%142 -191-57.4% -$8,070 减仓
BEPC BROOKFIELD RENEW $6,0000.00%167 -158-48.6% -$5,677 减仓
NWN NORTHWEST NATURA $6,0000.00%114 00.0% — 不变
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
SAH SONIC AUTOMOTI-A $5,0000.00%64 -87,430-99.9% -$683.05万 减仓
EVTC EVERTEC INC $5,0000.00%172 -209,692-99.9% -$609.57万 减仓
MMI MARCUS & MILLICH $5,0000.00%161 -208,130-99.9% -$646.37万 减仓
CSGP COSTAR GROUP INC $5,0000.00%181 -670-78.7% -$1.85万 减仓
RSPU Invesco ETFs/USA $5,0000.00%61 -63-50.8% -$5,164 减仓
— EA Series Trust $5,0000.00%154 00.0% — 不变
RLY State Street ETF/USA $5,0000.00%137 00.0% — 不变
— RETRACTABLE TECH $5,0000.00%7,000 00.0% — 不变
LQD iShares ETFs/USA $5,0000.00%49 12.1% $102 加仓
LYG LLOYDS BANKING G $5,0000.00%868 192.2% $109 加仓
TXO TXO PARTNERS LP $5,0000.00%367 92.5% $123 加仓
CCEP COCA-COLA EUROPA $5,0000.00%49 00.0% — 不变
MBC MASTERBRAND $5,0000.00%484 00.0% — 不变
RARE ULTRAGENYX PHARM $5,0000.00%135 00.0% — 不变
RGLD ROYAL GOLD INC $5,0000.00%23 13130.0% $2,826 加仓
QBTS D-WAVE QUANTUM I $5,0000.00%200 00.0% — 不变
RAL RALLIANT CORP $5,0000.00%74 00.0% — 不变
KWR QUAKER CHEMICAL $4,0000.00%26 -132-83.5% -$2.03万 减仓
SUI SUN COMMUNITIES INC $4,0000.00%30 -107-78.1% -$1.43万 减仓
MKL MARKEL GROUP INC $4,0000.00%2 -4-66.7% -$8,000 减仓
IYM iShares ETFs/USA $4,0000.00%23 -23-50.0% -$4,000 减仓
— CSC Delaware Trust Co $4,0000.00%388 00.0% — 不变
SNY SANOFI-ADR $4,0000.00%100 00.0% — 不变
ALC ALCON INC $4,0000.00%66 00.0% — 不变
BBWI BATH & BODY WORK $4,0000.00%191 10.5% $21 加仓
NU NU HOLDINGS LT-A $4,0000.00%264 -40-13.2% -$606 减仓
FNDC Schwab Strategic Trust $4,0000.00%78 00.0% — 不变
RGA REINSURANCE GROU $4,0000.00%18 00.0% — 不变
GT GOODYEAR TIRE $4,0000.00%620 00.0% — 不变
RRX REGAL REXNORD CO $4,0000.00%16 00.0% — 不变
CGGE Capital Group/ETFs $4,0000.00%107 00.0% — 不变
PNFP PINNACLE FINANCI $4,0000.00%40 00.0% — 不变
WTFC WINTRUST FINL $4,0000.00%22 00.0% — 不变
MUFG MITSUBISHI U-ADR $4,0000.00%181 00.0% — 不变
CR CRANE CO $4,0000.00%16 00.0% — 不变
NWG NATWEST GR-S ADR $4,0000.00%234 00.0% — 不变
ASTS AST SPACEMOBILE $4,0000.00%41 1557.7% $1,463 加仓
EFG ISHARES MSCI EAF $4,0000.00%33 28560.0% $3,394 加仓