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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $3,177.31万 | 4.85% | 88,908 | 1,213 | 1.4% | $43.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,771.12万 | 4.23% | 74,289 | -269 | -0.4% | -$10.03万 | 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 |
| AAPL | APPLE INC | $2,522.82万 | 3.85% | 87,186 | -1,685 | -1.9% | -$48.76万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $2,291.81万 | 3.50% | 522,648 | 18,206 | 3.6% | $79.83万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $2,154.87万 | 3.29% | 663,446 | 32,256 | 5.1% | $104.77万 | 加仓 |
| AMZN | AMAZON COM INC | $2,136.46万 | 3.26% | 89,639 | -13,209 | -12.8% | -$314.82万 | 减仓 |
| VFH | VANGUARD WORLD FD | $1,984.63万 | 3.03% | 150,808 | 5,524 | 3.8% | $72.70万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,949.71万 | 2.97% | 57,173 | -2,949 | -4.9% | -$100.57万 | 减仓 |
| LLY | ELI LILLY & CO | $1,725.38万 | 2.63% | 14,385 | 308 | 2.2% | $36.94万 | 加仓 |
| SOXX | ISHARES TR | $1,644.25万 | 2.51% | 25,661 | -700 | -2.7% | -$44.85万 | 减仓 |
| BA | BOEING CO | $1,549.01万 | 2.36% | 71,558 | 2,908 | 4.2% | $62.95万 | 加仓 |
| ACWX | ISHARES TR | $1,523.90万 | 2.32% | 200,223 | 6,024 | 3.1% | $45.85万 | 加仓 |
| AVGO | BROADCOM INC | $1,366.59万 | 2.08% | 36,177 | 866 | 2.5% | $32.71万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,279.21万 | 1.95% | 119,407 | 2,734 | 2.3% | $29.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,266.46万 | 1.93% | 37,825 | 215 | 0.6% | $7.20万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,197.69万 | 1.83% | 79,777 | 1,739 | 2.2% | $26.11万 | 加仓 |
| SMMD | ISHARES TR | $1,164.97万 | 1.78% | 127,138 | 2,087 | 1.7% | $19.12万 | 加仓 |
| GEV | GE VERNOVA INC | $1,160.19万 | 1.77% | 9,871 | -4,691 | -32.2% | -$551.36万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,152.35万 | 1.76% | 72,630 | 1,419 | 2.0% | $22.51万 | 加仓 |
| TJX | TJX COS INC NEW | $1,083.07万 | 1.65% | 71,490 | 3,007 | 4.4% | $45.56万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $956.63万 | 1.46% | 209,527 | 54,101 | 34.8% | $247.01万 | 加仓 |
| VDC | VANGUARD WORLD FD | $939.17万 | 1.43% | 41,650 | 1,119 | 2.8% | $25.23万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $924.23万 | 1.41% | 111,825 | -13,444 | -10.7% | -$111.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $923.48万 | 1.41% | 46,153 | 1,784 | 4.0% | $35.70万 | 加仓 |
| BLK | BLACKROCK INC | $911.17万 | 1.39% | 9,476 | 146 | 1.6% | $14.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $900.70万 | 1.37% | 27,516 | 580 | 2.2% | $18.99万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $789.30万 | 1.20% | 157,576 | 11,164 | 7.6% | $55.92万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $760.39万 | 1.16% | 43,045 | 1,507 | 3.6% | $26.62万 | 加仓 |
| V | VISA INC | $753.22万 | 1.15% | 21,954 | 599 | 2.8% | $20.55万 | 加仓 |
| IGV | ISHARES TR | $728.94万 | 1.11% | 80,457 | 80,457 | — | $728.94万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $681.93万 | 1.04% | 13,628 | 78 | 0.6% | $3.90万 | 加仓 |
| SNOW | SNOWFLAKE INC | $677.33万 | 1.03% | 26,614 | -216 | -0.8% | -$5.50万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $671.02万 | 1.02% | 13,065 | 727 | 5.9% | $37.34万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $665.21万 | 1.01% | 146,716 | 11,396 | 8.4% | $51.67万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $661.12万 | 1.01% | 68,560 | 3,259 | 5.0% | $31.43万 | 加仓 |
| TSLA | TESLA INC | $620.17万 | 0.95% | 14,745 | -134 | -0.9% | -$5.64万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $608.72万 | 0.93% | 119,756 | 4,267 | 3.7% | $21.69万 | 加仓 |
| WMT | WALMART INC | $603.70万 | 0.92% | 53,302 | 3,565 | 7.2% | $40.38万 | 加仓 |
| SYK | STRYKER CORPORATION | $576.84万 | 0.88% | 18,271 | 1,384 | 8.2% | $43.69万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $574.23万 | 0.88% | 31,001 | -437 | -1.4% | -$8.09万 | 减仓 |
| IBB | ISHARES TR | $548.47万 | 0.84% | 28,838 | 28,838 | — | $548.47万 | 新建仓 |
| ETN | EATON CORP PLC | $531.84万 | 0.81% | 12,481 | -145 | -1.1% | -$6.18万 | 减仓 |
| DHR | DANAHER CORP DEL | $519.20万 | 0.79% | 27,201 | 1,832 | 7.2% | $34.97万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $516.82万 | 0.79% | 15,258 | -106 | -0.7% | -$3.59万 | 减仓 |
| CRM | SALESFORCE INC | $469.06万 | 0.72% | 29,857 | -1,055 | -3.4% | -$16.57万 | 减仓 |
| NOW | SERVICENOW INC | $429.90万 | 0.66% | 43,302 | -32,640 | -43.0% | -$324.05万 | 减仓 |
| BX | BLACKSTONE INC | $423.99万 | 0.65% | 36,032 | -3,925 | -9.8% | -$46.19万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $409.36万 | 0.62% | 51,550 | 4,030 | 8.5% | $32.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $401.28万 | 0.61% | 15,800 | 5 | 0.0% | $1,270 | 加仓 |
| CAT | CATERPILLAR INC | $371.97万 | 0.57% | 3,493 | -167 | -4.6% | -$17.78万 | 减仓 |
| MRK | MERCK & CO INC | $366.83万 | 0.56% | 28,358 | 537 | 1.9% | $6.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $344.05万 | 0.52% | 23,462 | -450 | -1.9% | -$6.60万 | 减仓 |
| UNP | UNION PAC CORP | $323.48万 | 0.49% | 11,893 | -268 | -2.2% | -$7.29万 | 减仓 |
| DE | DEERE & CO | $312.36万 | 0.48% | 4,912 | -31 | -0.6% | -$1.97万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $309.34万 | 0.47% | 85,619 | 3,000 | 3.6% | $10.84万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $306.73万 | 0.47% | 25,260 | -5,335 | -17.4% | -$64.78万 | 减仓 |
| ENB | ENBRIDGE INC | $305.88万 | 0.47% | 56,425 | -5,975 | -9.6% | -$32.39万 | 减仓 |
| OEF | ISHARES TR | $304.95万 | 0.47% | 8,335 | 375 | 4.7% | $13.72万 | 加仓 |
| CI | THE CIGNA GROUP | $270.54万 | 0.41% | 9,814 | -1,167 | -10.6% | -$32.17万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $260.85万 | 0.40% | 9,587 | 400 | 4.4% | $10.88万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $255.07万 | 0.39% | 35,800 | 1,500 | 4.4% | $10.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $233.30万 | 0.36% | 14,075 | 656 | 4.9% | $10.87万 | 加仓 |
| PEP | PEPSICO INC | $232.58万 | 0.35% | 17,178 | 225 | 1.3% | $3.05万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $203.65万 | 0.31% | 70,320 | 3,050 | 4.5% | $8.83万 | 加仓 |
| NVS | NOVARTIS AG | $179.18万 | 0.27% | 11,433 | 380 | 3.4% | $5.96万 | 加仓 |
| MMM | 3M CO | $176.89万 | 0.27% | 10,925 | -539 | -4.7% | -$8.73万 | 减仓 |
| WPC | WP CAREY INC | $171.36万 | 0.26% | 23,655 | -18,125 | -43.4% | -$131.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $170.12万 | 0.26% | 4,093 | 205 | 5.3% | $8.52万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $162.56万 | 0.25% | 25,203 | -962 | -3.7% | -$6.20万 | 减仓 |
| RTX | RTX CORPORATION | $148.46万 | 0.23% | 7,825 | 463 | 6.3% | $8.78万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $147.03万 | 0.22% | 2,886 | 201 | 7.5% | $10.24万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $145.52万 | 0.22% | 39,586 | -7,474 | -15.9% | -$27.47万 | 减仓 |
| IVV | ISHARES TR | $142.29万 | 0.22% | 1,900 | 125 | 7.0% | $9.36万 | 加仓 |
| FDX | FEDEX CORP | $138.12万 | 0.21% | 4,394 | 253 | 6.1% | $7.95万 | 加仓 |
| PFE | PFIZER INC | $134.88万 | 0.21% | 56,014 | -13,828 | -19.8% | -$33.30万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $133.21万 | 0.20% | 9,092 | -133 | -1.4% | -$1.95万 | 减仓 |
| PFF | ISHARES TR | $123.03万 | 0.19% | 40,350 | -11,675 | -22.4% | -$35.60万 | 减仓 |
| MDT | MEDTRONIC PLC | $109.10万 | 0.17% | 13,818 | -3,162 | -18.6% | -$24.97万 | 减仓 |
| R | RYDER SYS INC | $107.18万 | 0.16% | 4,064 | -200 | -4.7% | -$5.27万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $105.28万 | 0.16% | 2,845 | -25 | -0.9% | -$9,251 | 减仓 |
| DIS | DISNEY WALT CO | $104.24万 | 0.16% | 10,746 | -4,379 | -29.0% | -$42.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $101.50万 | 0.15% | 23,972 | -674 | -2.7% | -$2.85万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $98.70万 | 0.15% | 10,877 | 567 | 5.5% | $5.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $88.64万 | 0.14% | 1,184 | -31 | -2.6% | -$2.32万 | 减仓 |
| EMR | EMERSON ELEC CO | $87.79万 | 0.13% | 6,133 | 8 | 0.1% | $1,145 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $86.52万 | 0.13% | 27,285 | -450 | -1.6% | -$1.43万 | 减仓 |
| RPM | RPM INTL INC | $76.97万 | 0.12% | 6,925 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $76.10万 | 0.12% | 20,640 | 525 | 2.6% | $1.94万 | 加仓 |
| DEO | DIAGEO PLC | $73.55万 | 0.11% | 9,150 | -11,413 | -55.5% | -$91.74万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $72.97万 | 0.11% | 46,270 | -18,850 | -28.9% | -$29.73万 | 减仓 |
| UL | UNILEVER PLC | $72.76万 | 0.11% | 12,103 | -4,785 | -28.3% | -$28.77万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $68.28万 | 0.10% | 8,639 | -6,885 | -44.4% | -$54.42万 | 减仓 |
| HON | HONEYWELL INTL INC | $60.02万 | 0.09% | 2,681 | -1,995 | -42.7% | -$44.66万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $59.12万 | 0.09% | 2,674 | 2,674 | — | $59.12万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.68万 | 0.09% | 1,985 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $51.12万 | 0.08% | 1,248 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $50.23万 | 0.08% | 14,435 | -22,475 | -60.9% | -$78.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $47.99万 | 0.07% | 651 | -25 | -3.7% | -$1.84万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $43.91万 | 0.07% | 8,190 | -100 | -1.2% | -$5,361 | 减仓 |