CMH Wealth Management LLC
PORTSMOUTH NH · SEC CIK 0001657516
$5.83亿2026Q1 申报市值
113持仓数
35.0%前十大占比 · 第一大 4.7%
66 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MFSI 加仓+$1,449.79万
AVGO 新建仓+$1,092.91万
MSFT 加仓+$754.18万
JPM 加仓+$744.47万
XLU 新建仓+$620.98万
2026Q1 卖出最多 按季末市值估算
SNPS 清仓-$717.69万
GOOGL 减仓-$514.27万
META 清仓-$454.27万
WDAY 清仓-$388.13万
IHI 清仓-$354.60万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SMMD | ISHARES TR | $954.76万 | 1.64% | 125,051 | -1,203 | -1.0% | -$9.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $963.88万 | 1.65% | 60,122 | 12,807 | 27.1% | $205.32万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,036.60万 | 1.78% | 125,269 | 2,233 | 1.8% | $18.48万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,044.02万 | 1.79% | 71,211 | 216 | 0.3% | $3.17万 | 加仓 |
| AVGO | BROADCOM INC | $1,092.91万 | 1.88% | 35,311 | 35,311 | — | $1,092.91万 | 新建仓 |
| TJX | TJX COS INC NEW | $1,093.67万 | 1.88% | 68,483 | -1,068 | -1.5% | -$17.06万 | 减仓 |
| GEV | GE VERNOVA INC | $1,271.84万 | 2.18% | 14,562 | -122 | -0.8% | -$10.66万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,293.44万 | 2.22% | 116,673 | 25,354 | 27.8% | $281.07万 | 加仓 |
| LLY | ELI LILLY & CO | $1,294.76万 | 2.22% | 14,077 | -234 | -1.6% | -$21.52万 | 减仓 |
| ACWX | ISHARES TR | $1,329.68万 | 2.28% | 194,199 | 3,070 | 1.6% | $21.02万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,350.37万 | 2.32% | 78,038 | -17,684 | -18.5% | -$306.00万 | 减仓 |
| BA | BOEING CO | $1,366.34万 | 2.35% | 68,650 | 3,825 | 5.9% | $76.13万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1,755.18万 | 3.01% | 145,284 | 13,115 | 9.9% | $158.44万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $1,849.79万 | 3.18% | 504,442 | 2,339 | 0.5% | $8.58万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $1,875.90万 | 3.22% | 631,190 | 487,816 | 340.2% | $1,449.79万 | 加仓 |
| AMZN | AMAZON COM INC | $2,142.02万 | 3.68% | 102,848 | -184 | -0.2% | -$3.83万 | 减仓 |
| AAPL | APPLE INC | $2,255.47万 | 3.87% | 88,871 | 12,878 | 16.9% | $326.83万 | 加仓 |
| GOOGL | ALPHABET INC | $2,521.76万 | 4.33% | 87,695 | -17,884 | -16.9% | -$514.27万 | 减仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $2,537.54万 | 4.36% | 505,990 | 4,260 | 0.8% | $21.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,759.90万 | 4.74% | 74,558 | 20,374 | 37.6% | $754.18万 | 加仓 |