CMH Wealth Management LLC
PORTSMOUTH NH · SEC CIK 0001657516
$6.55亿2026Q2 申报市值
117持仓数
35.7%前十大占比 · 第一大 4.8%
7 / 4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
IGV 新建仓+$728.94万
IBB 新建仓+$548.47万
FBND 加仓+$247.01万
JPHY 加仓+$158.37万
MFSI 加仓+$104.77万
2026Q2 卖出最多 按季末市值估算
GEV 减仓-$551.36万
EXXON MOBIL CORP 清仓-$366.35万
NOW 减仓-$324.05万
AMZN 减仓-$314.82万
WPC 减仓-$131.30万
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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $1,083.07万 | 1.65% | 71,490 | 3,007 | 4.4% | $45.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,152.35万 | 1.76% | 72,630 | 1,419 | 2.0% | $22.51万 | 加仓 |
| GEV | GE VERNOVA INC | $1,160.19万 | 1.77% | 9,871 | -4,691 | -32.2% | -$551.36万 | 减仓 |
| SMMD | ISHARES TR | $1,164.97万 | 1.78% | 127,138 | 2,087 | 1.7% | $19.12万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,197.69万 | 1.83% | 79,777 | 1,739 | 2.2% | $26.11万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,266.46万 | 1.93% | 37,825 | 215 | 0.6% | $7.20万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,279.21万 | 1.95% | 119,407 | 2,734 | 2.3% | $29.29万 | 加仓 |
| AVGO | BROADCOM INC | $1,366.59万 | 2.08% | 36,177 | 866 | 2.5% | $32.71万 | 加仓 |
| ACWX | ISHARES TR | $1,523.90万 | 2.32% | 200,223 | 6,024 | 3.1% | $45.85万 | 加仓 |
| BA | BOEING CO | $1,549.01万 | 2.36% | 71,558 | 2,908 | 4.2% | $62.95万 | 加仓 |
| SOXX | ISHARES TR | $1,644.25万 | 2.51% | 25,661 | -700 | -2.7% | -$44.85万 | 减仓 |
| LLY | ELI LILLY & CO | $1,725.38万 | 2.63% | 14,385 | 308 | 2.2% | $36.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,949.71万 | 2.97% | 57,173 | -2,949 | -4.9% | -$100.57万 | 减仓 |
| VFH | VANGUARD WORLD FD | $1,984.63万 | 3.03% | 150,808 | 5,524 | 3.8% | $72.70万 | 加仓 |
| AMZN | AMAZON COM INC | $2,136.46万 | 3.26% | 89,639 | -13,209 | -12.8% | -$314.82万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $2,154.87万 | 3.29% | 663,446 | 32,256 | 5.1% | $104.77万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $2,291.81万 | 3.50% | 522,648 | 18,206 | 3.6% | $79.83万 | 加仓 |
| AAPL | APPLE INC | $2,522.82万 | 3.85% | 87,186 | -1,685 | -1.9% | -$48.76万 | 减仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $2,711.67万 | 4.14% | 537,374 | 31,384 | 6.2% | $158.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,771.12万 | 4.23% | 74,289 | -269 | -0.4% | -$10.03万 | 减仓 |
| GOOGL | ALPHABET INC | $3,177.31万 | 4.85% | 88,908 | 1,213 | 1.4% | $43.35万 | 加仓 |