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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $37.33万 | 0.06% | 4,875 | 4,875 | — | $37.33万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.57万 | 0.05% | 2,090 | 2,090 | — | $30.57万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $29.96万 | 0.05% | 7,799 | 7,799 | — | $29.96万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $29.89万 | 0.05% | 1,000 | 1,000 | — | $29.89万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $28.87万 | 0.05% | 2,935 | 2,935 | — | $28.87万 | 新建仓 |
| HD | HOME DEPOT INC | $28.75万 | 0.05% | 874 | 874 | — | $28.75万 | 新建仓 |
| ORCL | ORACLE CORP | $27.11万 | 0.05% | 1,843 | 89 | 5.1% | $1.31万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $26.86万 | 0.05% | 385 | 385 | — | $26.86万 | 新建仓 |
| GKOS | GLAUKOS CORP | $26.25万 | 0.05% | 2,438 | 2,438 | — | $26.25万 | 新建仓 |
| NKE | NIKE INC | $24.75万 | 0.04% | 4,650 | 4,650 | — | $24.75万 | 新建仓 |
| MCO | MOODYS CORP | $23.25万 | 0.04% | 533 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $22.86万 | 0.04% | 796 | 796 | — | $22.86万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $22.36万 | 0.04% | 2,407 | 2,407 | — | $22.36万 | 新建仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -15,279 | -100.0% | -$717.69万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -6,882 | -100.0% | -$454.27万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -18,071 | -100.0% | -$388.13万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -57,055 | -100.0% | -$354.60万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -82,067 | -100.0% | -$311.53万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,023 | -100.0% | -$23.37万 | 清仓 |