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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2,759.90万 | 4.74% | 74,558 | 20,374 | 37.6% | $754.18万 | 加仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $2,537.54万 | 4.36% | 505,990 | 4,260 | 0.8% | $21.36万 | 加仓 |
| GOOGL | ALPHABET INC | $2,521.76万 | 4.33% | 87,695 | -17,884 | -16.9% | -$514.27万 | 减仓 |
| AAPL | APPLE INC | $2,255.47万 | 3.87% | 88,871 | 12,878 | 16.9% | $326.83万 | 加仓 |
| AMZN | AMAZON COM INC | $2,142.02万 | 3.68% | 102,848 | -184 | -0.2% | -$3.83万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $1,875.90万 | 3.22% | 631,190 | 487,816 | 340.2% | $1,449.79万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $1,849.79万 | 3.18% | 504,442 | 2,339 | 0.5% | $8.58万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1,755.18万 | 3.01% | 145,284 | 13,115 | 9.9% | $158.44万 | 加仓 |
| BA | BOEING CO | $1,366.34万 | 2.35% | 68,650 | 3,825 | 5.9% | $76.13万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,350.37万 | 2.32% | 78,038 | -17,684 | -18.5% | -$306.00万 | 减仓 |
| ACWX | ISHARES TR | $1,329.68万 | 2.28% | 194,199 | 3,070 | 1.6% | $21.02万 | 加仓 |
| LLY | ELI LILLY & CO | $1,294.76万 | 2.22% | 14,077 | -234 | -1.6% | -$21.52万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,293.44万 | 2.22% | 116,673 | 25,354 | 27.8% | $281.07万 | 加仓 |
| GEV | GE VERNOVA INC | $1,271.84万 | 2.18% | 14,562 | -122 | -0.8% | -$10.66万 | 减仓 |
| TJX | TJX COS INC NEW | $1,093.67万 | 1.88% | 68,483 | -1,068 | -1.5% | -$17.06万 | 减仓 |
| AVGO | BROADCOM INC | $1,092.91万 | 1.88% | 35,311 | 35,311 | — | $1,092.91万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $1,044.02万 | 1.79% | 71,211 | 216 | 0.3% | $3.17万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,036.60万 | 1.78% | 125,269 | 2,233 | 1.8% | $18.48万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $963.88万 | 1.65% | 60,122 | 12,807 | 27.1% | $205.32万 | 加仓 |
| SMMD | ISHARES TR | $954.76万 | 1.64% | 125,051 | -1,203 | -1.0% | -$9.18万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $942.43万 | 1.62% | 37,610 | -167 | -0.4% | -$4.18万 | 减仓 |
| VDC | VANGUARD WORLD FD | $910.29万 | 1.56% | 40,531 | 788 | 2.0% | $17.70万 | 加仓 |
| BLK | BLACKROCK INC | $897.28万 | 1.54% | 9,330 | 2,330 | 33.3% | $224.08万 | 加仓 |
| SOXX | ISHARES TR | $866.38万 | 1.49% | 26,361 | -838 | -3.1% | -$27.54万 | 减仓 |
| NOW | SERVICENOW INC | $793.97万 | 1.36% | 75,942 | 17,775 | 30.6% | $185.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $792.36万 | 1.36% | 26,936 | 25,308 | 1,554.5% | $744.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $773.84万 | 1.33% | 44,369 | 849 | 2.0% | $14.81万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $711.79万 | 1.22% | 155,426 | 2,087 | 1.4% | $9.56万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $688.28万 | 1.18% | 41,538 | -791 | -1.9% | -$13.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $649.32万 | 1.11% | 13,550 | 10,635 | 364.8% | $509.63万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $646.85万 | 1.11% | 146,412 | -8,807 | -5.7% | -$38.91万 | 减仓 |
| V | VISA INC | $645.43万 | 1.11% | 21,355 | 1,701 | 8.7% | $51.41万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $620.98万 | 1.07% | 135,320 | 135,320 | — | $620.98万 | 新建仓 |
| WMT | WALMART INC | $619.35万 | 1.06% | 49,737 | 943 | 1.9% | $11.74万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $616.48万 | 1.06% | 12,338 | -218 | -1.7% | -$10.89万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $579.22万 | 0.99% | 65,301 | 17,984 | 38.0% | $159.52万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $577.10万 | 0.99% | 115,489 | -6,317 | -5.2% | -$31.57万 | 减仓 |
| CRM | SALESFORCE INC | $577.03万 | 0.99% | 30,912 | -6,296 | -16.9% | -$117.53万 | 减仓 |
| SYK | STRYKER CORPORATION | $556.37万 | 0.96% | 16,887 | 16,887 | — | $556.37万 | 新建仓 |
| TSLA | TESLA INC | $553.13万 | 0.95% | 14,879 | -2,322 | -13.5% | -$86.32万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $508.45万 | 0.87% | 31,438 | 2,259 | 7.7% | $36.53万 | 加仓 |
| DHR | DANAHER CORP DEL | $482.00万 | 0.83% | 25,369 | -11,421 | -31.0% | -$217.00万 | 减仓 |
| BX | BLACKSTONE INC | $459.47万 | 0.79% | 39,957 | 39,957 | — | $459.47万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $453.42万 | 0.78% | 15,364 | 311 | 2.1% | $9.18万 | 加仓 |
| ETN | EATON CORP PLC | $451.59万 | 0.78% | 12,626 | 12,626 | — | $451.59万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $404.65万 | 0.69% | 26,830 | -19,084 | -41.6% | -$287.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $386.10万 | 0.66% | 15,795 | 12,673 | 405.9% | $309.78万 | 加仓 |
| — | EXXON MOBIL CORP | $366.35万 | 0.63% | 21,593 | 21,593 | — | $366.35万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $345.39万 | 0.59% | 23,912 | 20,444 | 589.5% | $295.30万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $340.96万 | 0.59% | 47,520 | 2,775 | 6.2% | $19.91万 | 加仓 |
| ENB | ENBRIDGE INC | $337.83万 | 0.58% | 62,400 | 62,400 | — | $337.83万 | 新建仓 |
| MRK | MERCK & CO INC | $337.11万 | 0.58% | 27,821 | 27,821 | — | $337.11万 | 新建仓 |
| UNP | UNION PAC CORP | $295.04万 | 0.51% | 12,161 | 12,161 | — | $295.04万 | 新建仓 |
| CI | THE CIGNA GROUP | $292.91万 | 0.50% | 10,981 | 10,981 | — | $292.91万 | 新建仓 |
| WPC | WP CAREY INC | $287.82万 | 0.49% | 41,780 | 41,780 | — | $287.82万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $285.48万 | 0.49% | 30,595 | 30,595 | — | $285.48万 | 新建仓 |
| DE | DEERE & CO | $279.23万 | 0.48% | 4,943 | 4,943 | — | $279.23万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $277.63万 | 0.48% | 13,419 | 13,419 | — | $277.63万 | 新建仓 |
| PEP | PEPSICO INC | $263.26万 | 0.45% | 16,953 | 16,953 | — | $263.26万 | 新建仓 |
| CAT | CATERPILLAR INC | $259.30万 | 0.45% | 3,660 | 3,660 | — | $259.30万 | 新建仓 |
| OEF | ISHARES TR | $253.18万 | 0.43% | 7,960 | 7,960 | — | $253.18万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $240.68万 | 0.41% | 9,187 | 9,187 | — | $240.68万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $240.26万 | 0.41% | 82,619 | 82,619 | — | $240.26万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $219.79万 | 0.38% | 34,300 | 34,300 | — | $219.79万 | 新建仓 |
| PFE | PFIZER INC | $196.12万 | 0.34% | 69,842 | 69,842 | — | $196.12万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $178.08万 | 0.31% | 47,060 | 47,060 | — | $178.08万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $168.85万 | 0.29% | 67,270 | 67,270 | — | $168.85万 | 新建仓 |
| NVS | NOVARTIS AG | $168.83万 | 0.29% | 11,053 | 11,053 | — | $168.83万 | 新建仓 |
| MMM | 3M CO | $166.49万 | 0.29% | 11,464 | 11,464 | — | $166.49万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $162.28万 | 0.28% | 2,685 | 2,685 | — | $162.28万 | 新建仓 |
| PFF | ISHARES TR | $157.74万 | 0.27% | 52,025 | 52,025 | — | $157.74万 | 新建仓 |
| DEO | DIAGEO PLC | $153.09万 | 0.26% | 20,563 | 20,563 | — | $153.09万 | 新建仓 |
| MDT | MEDTRONIC PLC | $148.34万 | 0.25% | 16,980 | 16,980 | — | $148.34万 | 新建仓 |
| FDX | FEDEX CORP | $148.09万 | 0.25% | 4,141 | 4,141 | — | $148.09万 | 新建仓 |
| DIS | DISNEY WALT CO | $145.78万 | 0.25% | 15,125 | 15,125 | — | $145.78万 | 新建仓 |
| RTX | RTX CORPORATION | $142.01万 | 0.24% | 7,362 | 7,362 | — | $142.01万 | 新建仓 |
| GIS | GENERAL MILLS INC | $137.38万 | 0.24% | 36,910 | 36,910 | — | $137.38万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $123.73万 | 0.21% | 24,646 | 24,646 | — | $123.73万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $123.06万 | 0.21% | 15,524 | 15,524 | — | $123.06万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $121.17万 | 0.21% | 9,225 | 9,225 | — | $121.17万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $118.42万 | 0.20% | 26,165 | 26,165 | — | $118.42万 | 新建仓 |
| IVV | ISHARES TR | $115.94万 | 0.20% | 1,775 | 1,775 | — | $115.94万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $105.85万 | 0.18% | 10,310 | 10,310 | — | $105.85万 | 新建仓 |
| — | HONEYWELL INTL INC | $105.69万 | 0.18% | 4,676 | 4,676 | — | $105.69万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $105.21万 | 0.18% | 3,888 | 3,888 | — | $105.21万 | 新建仓 |
| UL | UNILEVER PLC | $97.15万 | 0.17% | 16,888 | 16,888 | — | $97.15万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $96.18万 | 0.17% | 65,120 | 65,120 | — | $96.18万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $92.07万 | 0.16% | 2,870 | 2,870 | — | $92.07万 | 新建仓 |
| R | RYDER SYS INC | $87.28万 | 0.15% | 4,264 | 4,264 | — | $87.28万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $85.09万 | 0.15% | 27,735 | 27,735 | — | $85.09万 | 新建仓 |
| EMR | EMERSON ELEC CO | $80.25万 | 0.14% | 6,125 | 6,125 | — | $80.25万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $79.23万 | 0.14% | 1,215 | 1,215 | — | $79.23万 | 新建仓 |
| RPM | RPM INTL INC | $68.83万 | 0.12% | 6,925 | 6,925 | — | $68.83万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $68.51万 | 0.12% | 1,985 | 1,985 | — | $68.51万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $62.28万 | 0.11% | 20,115 | 20,115 | — | $62.28万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $48.75万 | 0.08% | 3,250 | 3,250 | — | $48.75万 | 新建仓 |
| IWB | ISHARES TR | $44.51万 | 0.08% | 1,248 | 1,248 | — | $44.51万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $40.93万 | 0.07% | 8,290 | 8,290 | — | $40.93万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $39.02万 | 0.07% | 676 | 320 | 89.9% | $18.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.70万 | 0.06% | 767 | 767 | — | $37.70万 | 新建仓 |