CIBC Bancorp USA Inc.
CHICAGO IL · SEC CIK 0001711924
$822.67亿2026Q2 申报市值
1,928持仓数
26.3%前十大占比 · 第一大 5.0%
310 / 133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
DKNG 加仓+$6.34亿
FLUT 加仓+$5.23亿
MU 加仓+$4.90亿
VOO 加仓+$3.05亿
HOOD 加仓+$2.35亿
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$4.61亿
GOOGL 减仓-$4.15亿
AMZN 减仓-$3.90亿
AAPL 减仓-$3.44亿
MSFT 减仓-$3.31亿
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 |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $3.11亿 | 0.38% | 233,167 | 31,690 | 15.7% | $4,220.92万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3.11亿 | 0.38% | 8,467,839 | -212,324 | -2.4% | -$780.45万 | 减仓 |
| CSCO | CISCO SYS INC | $3.18亿 | 0.39% | 2,709,956 | -86,959 | -3.1% | -$1,021.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.20亿 | 0.39% | 315,984 | 15,274 | 5.1% | $1,544.72万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.28亿 | 0.40% | 1,463,227 | -263,275 | -15.2% | -$5,901.77万 | 减仓 |
| MCD | MCDONALDS CORP | $3.32亿 | 0.40% | 1,227,938 | -127,318 | -9.4% | -$3,444.90万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $3.40亿 | 0.41% | 3,538,768 | -460,118 | -11.5% | -$4,426.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.42亿 | 0.42% | 684,375 | -51,357 | -7.0% | -$2,568.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.43亿 | 0.42% | 1,352,624 | -320,535 | -19.2% | -$8,137.94万 | 减仓 |
| IWR | ISHARES TR | $3.48亿 | 0.42% | 3,158,174 | 8,270 | 0.3% | $91.23万 | 加仓 |
| UNP | UNION PAC CORP | $3.48亿 | 0.42% | 1,279,883 | -539,589 | -29.7% | -$1.47亿 | 减仓 |
| WMT | WALMART INC | $3.49亿 | 0.42% | 3,081,891 | 1,261,699 | 69.3% | $1.43亿 | 加仓 |
| ADI | ANALOG DEVICES INC | $3.51亿 | 0.43% | 882,660 | -260,960 | -22.8% | -$1.04亿 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3.53亿 | 0.43% | 3,890,759 | -321,099 | -7.6% | -$2,915.19万 | 减仓 |
| PWR | QUANTA SVCS INC | $3.61亿 | 0.44% | 501,598 | -21,016 | -4.0% | -$1,513.10万 | 减仓 |
| ETN | EATON CORP PLC | $3.62亿 | 0.44% | 849,084 | -79,891 | -8.6% | -$3,405.80万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3.71亿 | 0.45% | 513,288 | 251,399 | 96.0% | $1.82亿 | 加仓 |
| IVV | ISHARES TR | $3.76亿 | 0.46% | 501,517 | 42,113 | 9.2% | $3,153.63万 | 加仓 |
| BX | BLACKSTONE INC | $3.77亿 | 0.46% | 3,203,373 | -836,159 | -20.7% | -$9,848.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3.81亿 | 0.46% | 4,334,293 | -1,871,037 | -30.2% | -$1.64亿 | 减仓 |
| SPGI | S&P GLOBAL INC | $3.81亿 | 0.46% | 935,479 | 33,028 | 3.7% | $1,345.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.04亿 | 0.49% | 846,379 | 101,930 | 13.7% | $4,867.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $4.11亿 | 0.50% | 1,441,922 | -401,361 | -21.8% | -$1.14亿 | 减仓 |
| TJX | TJX COS INC NEW | $4.17亿 | 0.51% | 2,753,717 | -417,176 | -13.2% | -$6,324.70万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4.18亿 | 0.51% | 1,226,765 | -67,116 | -5.2% | -$2,288.65万 | 减仓 |
| HD | HOME DEPOT INC | $4.30亿 | 0.52% | 1,219,667 | -118,759 | -8.9% | -$4,190.34万 | 减仓 |
| GE | GE AEROSPACE | $4.36亿 | 0.53% | 1,166,053 | 118,226 | 11.3% | $4,418.22万 | 加仓 |
| TSLA | TESLA INC | $4.44亿 | 0.54% | 1,055,073 | -126,608 | -10.7% | -$5,322.66万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4.59亿 | 0.56% | 1,057,591 | 98,374 | 10.3% | $4,267.22万 | 加仓 |
| ABBV | ABBVIE INC | $4.68亿 | 0.57% | 1,860,030 | 133,102 | 7.7% | $3,348.77万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4.80亿 | 0.58% | 1,585,209 | 78,239 | 5.2% | $2,368.79万 | 加仓 |
| GEV | GE VERNOVA INC | $4.95亿 | 0.60% | 421,793 | 43,778 | 11.6% | $5,142.51万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $5.02亿 | 0.61% | 1,206,042 | -172,921 | -12.5% | -$7,192.22万 | 减仓 |
| — | EXXON MOBIL CORP | $5.25亿 | 0.64% | 3,840,629 | -244,439 | -6.0% | -$3,343.83万 | 减仓 |
| IWF | ISHARES TR | $5.37亿 | 0.65% | 4,326,938 | 39,038 | 0.9% | $484.69万 | 加仓 |
| RTX | RTX CORPORATION | $5.42亿 | 0.66% | 2,854,962 | -284,007 | -9.0% | -$5,392.40万 | 减仓 |
| CAT | CATERPILLAR INC | $5.45亿 | 0.66% | 511,515 | 28,718 | 5.9% | $3,059.30万 | 加仓 |
| LIN | LINDE PLC | $5.50亿 | 0.67% | 1,058,970 | -214,985 | -16.9% | -$1.12亿 | 减仓 |
| ATMP | BARCLAYS BANK PLC | $5.74亿 | 0.70% | 16,639,598 | 129,554 | 0.8% | $446.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.93亿 | 0.72% | 8,337,316 | 1,565,201 | 23.1% | $1.11亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6.55亿 | 0.80% | 1,274,020 | 14,642 | 1.2% | $752.42万 | 加仓 |
| AZN | ASTRAZENECA PLC | $6.81亿 | 0.83% | 3,772,997 | -822,895 | -17.9% | -$1.48亿 | 减仓 |
| ASML | ASML HLDG NV | $6.94亿 | 0.84% | 348,738 | -49,939 | -12.5% | -$9,942.52万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6.95亿 | 0.84% | 3,209,121 | -5,538 | -0.2% | -$119.95万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7.52亿 | 0.91% | 1,294,192 | 139,220 | 12.1% | $8,090.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $8.44亿 | 1.03% | 10,483,935 | 645,547 | 6.6% | $5,197.05万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $9.43亿 | 1.15% | 37,316,338 | 25,080,126 | 205.0% | $6.34亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $9.98亿 | 1.21% | 864,809 | 424,773 | 96.5% | $4.90亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $10.01亿 | 1.22% | 1,464,441 | 445,757 | 43.8% | $3.05亿 | 加仓 |
| V | VISA INC | $10.11亿 | 1.23% | 2,943,788 | -286,826 | -8.9% | -$9,849.62万 | 减仓 |
| META | META PLATFORMS INC | $10.62亿 | 1.29% | 1,883,758 | -221,390 | -10.5% | -$1.25亿 | 减仓 |
| LLY | ELI LILLY & CO | $10.88亿 | 1.32% | 906,485 | 1,825 | 0.2% | $219.01万 | 加仓 |
| GOOG | ALPHABET INC | $10.91亿 | 1.33% | 3,085,305 | -371,334 | -10.7% | -$1.31亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $12.53亿 | 1.52% | 3,826,652 | -551,651 | -12.6% | -$1.81亿 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $12.85亿 | 1.56% | 12,579,017 | 5,116,476 | 68.6% | $5.23亿 | 加仓 |
| AVGO | BROADCOM INC | $15.01亿 | 1.82% | 3,973,059 | 28,993 | 0.7% | $1,095.60万 | 加仓 |
| AMZN | AMAZON COM INC | $24.01亿 | 2.92% | 10,072,292 | -1,637,426 | -14.0% | -$3.90亿 | 减仓 |
| GOOGL | ALPHABET INC | $24.45亿 | 2.97% | 6,840,617 | -1,160,447 | -14.5% | -$4.15亿 | 减仓 |
| MSFT | MICROSOFT CORP | $28.96亿 | 3.52% | 7,759,778 | -885,893 | -10.2% | -$3.31亿 | 减仓 |
| AAPL | APPLE INC | $36.01亿 | 4.38% | 12,434,859 | -1,187,639 | -8.7% | -$3.44亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $40.83亿 | 4.96% | 20,402,797 | -2,303,999 | -10.1% | -$4.61亿 | 减仓 |