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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $38.79万 | 0.06% | 773 | 6 | 0.8% | $3,011 | 加仓 |
| KO | COCA COLA CO | $38.54万 | 0.06% | 4,712 | -163 | -3.3% | -$1.33万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $36.62万 | 0.06% | 2,633 | -617 | -19.0% | -$8.58万 | 减仓 |
| VGT | VANGUARD WORLD FD | $35.86万 | 0.05% | 3,000 | -80 | -2.6% | -$9,562 | 减仓 |
| VV | VANGUARD INDEX FDS | $34.39万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $31.38万 | 0.05% | 2,078 | 2,078 | — | $31.38万 | 新建仓 |
| HD | HOME DEPOT INC | $31.32万 | 0.05% | 888 | 14 | 1.6% | $4,938 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.38万 | 0.04% | 2,640 | -295 | -10.1% | -$3.17万 | 减仓 |
| VO | VANGUARD INDEX FDS | $25.65万 | 0.04% | 3,184 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $24.28万 | 0.04% | 536 | 3 | 0.6% | $1,359 | 加仓 |
| IJR | ISHARES TR | $24.01万 | 0.04% | 1,619 | 1,619 | — | $24.01万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.99万 | 0.04% | 2,056 | -34 | -1.6% | -$3,967 | 减仓 |
| ORCL | ORACLE CORP | $23.84万 | 0.04% | 1,627 | -216 | -11.7% | -$3.17万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.68万 | 0.03% | 2,589 | 2,589 | — | $21.68万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.40万 | 0.03% | 2,438 | 31 | 1.3% | $2,721 | 加仓 |
| VB | VANGUARD INDEX FDS | $20.46万 | 0.03% | 675 | 675 | — | $20.46万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $20.29万 | 0.03% | 1,730 | -368 | -17.5% | -$4.32万 | 重新持有 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -21,593 | -100.0% | -$366.35万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,799 | -100.0% | -$29.96万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -2,438 | -100.0% | -$26.25万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,650 | -100.0% | -$24.75万 | 清仓 |