CCM INVESTMENT ADVISERS LLC
COLUMBIA SC · SEC CIK 0000931097
$12.92亿2026Q2 申报市值
88持仓数
34.3%前十大占比 · 第一大 5.0%
6 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WM 加仓+$988.92万
FTI 新建仓+$947.51万
SMFG 加仓+$876.79万
AME 加仓+$668.31万
AEP 加仓+$590.27万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$2,390.05万
LRCX 减仓-$844.47万
DAL 减仓-$803.74万
AMD 减仓-$761.17万
BAC 减仓-$730.09万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| STX | Seagate Technology Holdings | $6,486.92万 | 5.02% | 67,221 | -24,767 | -26.9% | -$2,390.05万 | 减仓 |
| AMAT | Applied Materials Inc. | $5,665.46万 | 4.38% | 78,360 | -6,172 | -7.3% | -$446.24万 | 减仓 |
| CAT | Caterpillar Inc Del | $4,660.18万 | 3.61% | 43,761 | -5,095 | -10.4% | -$542.57万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $4,399.25万 | 3.40% | 123,100 | -9,116 | -6.9% | -$325.78万 | 减仓 |
| JBL | Jabil Circuit, Inc. | $4,293.97万 | 3.32% | 111,392 | -12,996 | -10.4% | -$500.97万 | 减仓 |
| NVDA | NVIDIA Corp. | $4,278.15万 | 3.31% | 213,811 | 4,865 | 2.3% | $97.34万 | 加仓 |
| KLAC | KLA-Tencor Corp. | $3,682.69万 | 2.85% | 122,060 | 490 | 0.4% | $14.78万 | 加仓 |
| AMZN | Amazon.Com Inc. | $3,677.36万 | 2.85% | 154,290 | 6,170 | 4.2% | $147.06万 | 加仓 |
| AAPL | Apple Inc. | $3,648.54万 | 2.82% | 126,090 | 2,496 | 2.0% | $72.22万 | 加仓 |
| AMD | Advanced Micro Devices | $3,532.98万 | 2.73% | 60,818 | -13,103 | -17.7% | -$761.17万 | 减仓 |
| AVGO | Broadcom Inc | $3,394.30万 | 2.63% | 89,855 | -9,591 | -9.6% | -$362.30万 | 减仓 |
| CSCO | Cisco Systems | $3,298.23万 | 2.55% | 280,795 | -9,060 | -3.1% | -$106.42万 | 减仓 |
| CRWD | Crowdstrike Hldgs | $2,889.32万 | 2.24% | 37,861 | -627 | -1.6% | -$47.85万 | 减仓 |
| MSFT | Microsoft Corp. | $2,809.41万 | 2.17% | 75,315 | 7,719 | 11.4% | $287.93万 | 加仓 |
| ETN | Eaton Corp. | $2,637.71万 | 2.04% | 61,900 | 1,164 | 1.9% | $49.60万 | 加仓 |
| HD | Home Depot Inc. | $2,442.39万 | 1.89% | 69,252 | 9,906 | 16.7% | $349.37万 | 加仓 |
| JPM | J. P. Morgan | $2,375.50万 | 1.84% | 72,571 | 838 | 1.2% | $27.43万 | 加仓 |
| WMT | Wal Mart Stores | $2,332.99万 | 1.81% | 205,985 | 5,689 | 2.8% | $64.43万 | 加仓 |
| META | Meta Platforms Inc. | $2,325.40万 | 1.80% | 41,282 | 2,092 | 5.3% | $117.84万 | 加仓 |
| LLY | Eli Lilly & Co | $2,142.32万 | 1.66% | 17,861 | 983 | 5.8% | $117.90万 | 加仓 |
| NFLX | Netflix Inc | $2,118.50万 | 1.64% | 296,709 | 47,006 | 18.8% | $335.62万 | 加仓 |
| BKNG | Booking Holdings Inc. | $1,955.46万 | 1.51% | 109,709 | 9,584 | 9.6% | $170.83万 | 加仓 |
| MRK | Merck & Co. | $1,915.84万 | 1.48% | 149,092 | -450 | -0.3% | -$5.78万 | 减仓 |
| EVR | Evercore Inc. | $1,892.76万 | 1.46% | 55,434 | 471 | 0.9% | $16.08万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Cl B | $1,884.32万 | 1.46% | 37,657 | 1,657 | 4.6% | $82.91万 | 加仓 |
| MPC | Marathon Pete Corp. | $1,857.17万 | 1.44% | 72,639 | -1,484 | -2.0% | -$37.94万 | 减仓 |
| ABBV | AbbVie Inc. | $1,850.19万 | 1.43% | 73,525 | 2,512 | 3.5% | $63.21万 | 加仓 |
| PG | Procter & Gamble | $1,837.98万 | 1.42% | 125,339 | 21,430 | 20.6% | $314.25万 | 加仓 |
| FCX | Freeport McMoran Copper & Gold | $1,812.38万 | 1.40% | 288,183 | 9,799 | 3.5% | $61.63万 | 加仓 |
| SNPS | Synopsys Corp. | $1,808.41万 | 1.40% | 40,541 | 9,404 | 30.2% | $419.48万 | 加仓 |
| CB | Chubb Limited | $1,782.12万 | 1.38% | 52,301 | 1,387 | 2.7% | $47.26万 | 加仓 |
| COF | Capital One Financial | $1,714.23万 | 1.33% | 85,446 | 10,574 | 14.1% | $212.14万 | 加仓 |
| LMT | Lockheed Martin Corp. | $1,710.34万 | 1.32% | 33,571 | 6,524 | 24.1% | $332.38万 | 加仓 |
| V | Visa Inc. | $1,664.99万 | 1.29% | 48,529 | 1,291 | 2.7% | $44.29万 | 加仓 |
| WM | Waste Management Inc. | $1,650.64万 | 1.28% | 74,059 | 44,370 | 149.4% | $988.92万 | 加仓 |
| STT | State Street Corp. | $1,634.01万 | 1.26% | 96,345 | 12,676 | 15.2% | $214.99万 | 加仓 |
| SMFG | Sumitomo Mitsui Finl | $1,597.78万 | 1.24% | 677,598 | 371,836 | 121.6% | $876.79万 | 加仓 |
| GM | General Motors | $1,550.46万 | 1.20% | 201,149 | 15,790 | 8.5% | $121.71万 | 加仓 |
| SHW | Sherwin-Williams Co. | $1,525.23万 | 1.18% | 44,296 | 4,378 | 11.0% | $150.75万 | 加仓 |
| PEP | Pepsico Inc. | $1,513.19万 | 1.17% | 111,757 | 4,428 | 4.1% | $59.96万 | 加仓 |
| SO | Southern Company | $1,472.16万 | 1.14% | 153,814 | 4,140 | 2.8% | $39.62万 | 加仓 |
| TMO | Thermo Fisher Scientific | $1,405.27万 | 1.09% | 28,029 | 845 | 3.1% | $42.37万 | 加仓 |
| AME | Ametek Inc. | $1,387.12万 | 1.07% | 57,333 | 27,623 | 93.0% | $668.31万 | 加仓 |
| DUK | Duke Energy Corp. | $1,366.66万 | 1.06% | 107,967 | 1,810 | 1.7% | $22.91万 | 加仓 |
| EQIX | Equinix Inc | $1,336.38万 | 1.03% | 12,820 | 351 | 2.8% | $36.59万 | 加仓 |
| MPWR | Monolithic Power Systems | $1,322.65万 | 1.02% | 9,568 | 1,982 | 26.1% | $273.98万 | 加仓 |
| PLD | Prologis Inc | $1,313.98万 | 1.02% | 96,993 | 9,615 | 11.0% | $130.26万 | 加仓 |
| VRTX | Vertex Pharmctls Inc. | $1,304.91万 | 1.01% | 26,270 | 376 | 1.5% | $18.68万 | 加仓 |
| CVX | Chevron Corp. | $1,228.59万 | 0.95% | 74,118 | 1,829 | 2.5% | $30.32万 | 加仓 |
| ORCL | Oracle Systems Corp. | $1,170.09万 | 0.91% | 79,842 | 11,627 | 17.0% | $170.39万 | 加仓 |
| DIS | Walt Disney Co. | $1,096.25万 | 0.85% | 113,896 | 13,432 | 13.4% | $129.28万 | 加仓 |
| MDT | Medtronic PLC | $1,080.08万 | 0.84% | 138,065 | 18,586 | 15.6% | $145.40万 | 加仓 |
| AEP | American Electric Power | $1,070.60万 | 0.83% | 78,254 | 43,145 | 122.9% | $590.27万 | 加仓 |
| ABT | Abbott Laboratories | $988.96万 | 0.77% | 108,988 | 7,231 | 7.1% | $65.61万 | 加仓 |
| LRCX | Lam Research | $984.09万 | 0.76% | 22,710 | -19,488 | -46.2% | -$844.47万 | 减仓 |
| FTI | TechnipFMC PLC | $947.51万 | 0.73% | 142,912 | 142,912 | — | $947.51万 | 新建仓 |
| TJX | TJX Cos. Inc. | $484.00万 | 0.37% | 31,947 | -1,295 | -3.9% | -$19.62万 | 减仓 |
| PSX | Phillips 66 | $400.68万 | 0.31% | 23,702 | -28,475 | -54.6% | -$481.37万 | 减仓 |
| DAL | Delta Air Lines | $382.02万 | 0.30% | 40,788 | -85,815 | -67.8% | -$803.74万 | 减仓 |
| FE | First Energy Corp. | $340.89万 | 0.26% | 71,707 | -132,320 | -64.9% | -$629.05万 | 减仓 |
| EME | Emcor Group Inc. | $315.69万 | 0.24% | 3,804 | -1,429 | -27.3% | -$118.59万 | 减仓 |
| BAC | Bank Of America Corp. | $290.19万 | 0.22% | 50,928 | -128,131 | -71.6% | -$730.09万 | 减仓 |
| SPG | Simon PPTY Group | $271.06万 | 0.21% | 12,120 | 0 | 0.0% | — | 不变 |
| CRM | SalesForce Inc. | $109.66万 | 0.08% | 7,000 | -7,038 | -50.1% | -$110.26万 | 减仓 |
| ORLY | O'Reilly Automotive Inc. | $108.62万 | 0.08% | 11,795 | -15 | -0.1% | -$1,381 | 减仓 |
| GOOG | Alphabet Class-C Share | $80.91万 | 0.06% | 2,290 | 0 | 0.0% | — | 不变 |
| IVV | IShares S&P 500 Index | $55.27万 | 0.04% | 738 | -135 | -15.5% | -$10.11万 | 减仓 |
| VIG | Vanguard Div. Appreciation | $52.06万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's Companies Inc. | $48.18万 | 0.04% | 2,185 | -15 | -0.7% | -$3,307 | 减仓 |
| SPY | Standard & Poors Depository Re | $48.09万 | 0.04% | 644 | -32 | -4.7% | -$2.39万 | 减仓 |
| UNH | UnitedHealth Group Inc. | $47.01万 | 0.04% | 1,131 | -10 | -0.9% | -$4,156 | 减仓 |
| IBIT | iShares Bitcoin Trust ETF | $46.22万 | 0.04% | 13,885 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $37.18万 | 0.03% | 1,463 | 591 | 67.8% | $15.02万 | 加仓 |
| — | Dell Inc. | $34.86万 | 0.03% | 808 | 808 | — | $34.86万 | 新建仓 |
| BE | Bloom Energy Company | $33.30万 | 0.03% | 1,100 | 1,100 | — | $33.30万 | 新建仓 |
| IWM | R2000 ETF | $31.91万 | 0.02% | 1,062 | 1,062 | — | $31.91万 | 新建仓 |
| KO | Coca-Cola Co. | $30.37万 | 0.02% | 3,737 | -236 | -5.9% | -$1.92万 | 减仓 |
| IWD | Ishares Russell 1000 VAL | $29.94万 | 0.02% | 1,235 | 1,235 | — | $29.94万 | 新建仓 |
| VTI | Vanguard Total Etf | $28.83万 | 0.02% | 779 | 0 | 0.0% | — | 不变 |
| AZN | Astrazeneca Plc | $27.49万 | 0.02% | 1,450 | -43 | -2.9% | -$8,154 | 减仓 |
| — | Exxon Mobil Corp. | $26.92万 | 0.02% | 1,968 | -10 | -0.5% | -$1,368 | 减仓 |
| ALL | Allstate | $23.79万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen | $22.31万 | 0.02% | 616 | -10 | -1.6% | -$3,621 | 减仓 |
| GD | General Dynamics | $22.14万 | 0.02% | 625 | 0 | 0.0% | — | 不变 |
| PH | Parker Hannifin | $22.11万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc. | $21.01万 | 0.02% | 409 | -73 | -15.1% | -$3.75万 | 减仓 |
| FCNCA | First Citizens BancShares Inc | $20.81万 | 0.02% | 100 | 0 | 0.0% | — | 重新持有 |
| DFAI | Dimentional Intl Core EQ Etf | $20.80万 | 0.02% | 5,042 | 5,042 | — | $20.80万 | 新建仓 |
| — | TechnipFMC PLC | $0 | 0.00% | 0 | -62,307 | -100.0% | -$430.73万 | 清仓 |
| QCOM | Qualcomm Inc. | $0 | 0.00% | 0 | -5,165 | -100.0% | -$66.53万 | 清仓 |
| — | Victory 500 Index Reward Fd | $0 | 0.00% | 0 | -8,023 | -100.0% | -$63.34万 | 清仓 |
| EXPE | Expedia Group, Inc. | $0 | 0.00% | 0 | -1,705 | -100.0% | -$39.37万 | 清仓 |
| FISV | Fiserv Inc. | $0 | 0.00% | 0 | -5,055 | -100.0% | -$28.21万 | 清仓 |
| AMT | American Tower Corp. | $0 | 0.00% | 0 | -1,410 | -100.0% | -$24.33万 | 清仓 |
| MCD | McDonald's Corp. | $0 | 0.00% | 0 | -772 | -100.0% | -$23.99万 | 清仓 |
| — | Public Storage Pfd | $0 | 0.00% | 0 | -12,000 | -100.0% | -$21.43万 | 清仓 |
| — | Apollo Pfd | $0 | 0.00% | 0 | -8,000 | -100.0% | -$20.34万 | 清仓 |
| — | US Bancorp Pfd | $0 | 0.00% | 0 | -12,000 | -100.0% | -$18.72万 | 清仓 |
| — | Bank of America Pfd | $0 | 0.00% | 0 | -10,000 | -100.0% | -$17.56万 | 清仓 |
| — | Schwab Government Money Inv Fd | $0 | 0.00% | 0 | -130,769 | -100.0% | -$13.08万 | 清仓 |