CM WEALTH ADVISORS LLC
BEACHWOOD OH · SEC CIK 0001764581
$5.54亿2026Q2 申报市值
194持仓数
67.9%前十大占比 · 第一大 15.9%
56 / 9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
IVV 加仓+$638.65万
DCO 新建仓+$140.37万
PESI 新建仓+$125.52万
MAMA 新建仓+$105.13万
IIIN 新建仓+$93.24万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$263.65万
DIA 减仓-$121.61万
MSFT 减仓-$54.87万
MCD 减仓-$51.03万
SCZ 清仓-$48.15万
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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $8,803.60万 | 15.88% | 240,621 | -1,084 | -0.4% | -$39.66万 | 减仓 |
| IVV | ISHARES TR | $7,385.40万 | 13.32% | 98,618 | 8,528 | 9.5% | $638.65万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5,571.01万 | 10.05% | 106,644 | -2,328 | -2.1% | -$121.61万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $3,578.91万 | 6.46% | 134,394 | -78 | -0.1% | -$2.08万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,738.17万 | 4.94% | 39,868 | -250 | -0.6% | -$17.17万 | 减仓 |
| IWD | ISHARES TR | $2,293.19万 | 4.14% | 94,592 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $2,072.23万 | 3.74% | 103,565 | 215 | 0.2% | $4.30万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $2,034.77万 | 3.67% | 157,710 | 6,574 | 4.3% | $84.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,955.21万 | 3.53% | 82,631 | -164 | -0.2% | -$3.88万 | 减仓 |
| AAPL | APPLE INC | $1,189.36万 | 2.15% | 41,103 | 496 | 1.2% | $14.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,184.26万 | 2.14% | 55,659 | 675 | 1.2% | $14.36万 | 加仓 |
| IWB | ISHARES TR | $1,088.45万 | 1.96% | 26,580 | -180 | -0.7% | -$7.37万 | 减仓 |
| IWN | ISHARES TR | $880.46万 | 1.59% | 39,804 | -1,319 | -3.2% | -$29.18万 | 减仓 |
| GOOGL | ALPHABET INC | $631.79万 | 1.14% | 17,679 | -483 | -2.7% | -$17.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $621.82万 | 1.12% | 16,670 | -1,471 | -8.1% | -$54.87万 | 减仓 |
| PKOH | PARK-OHIO HLDGS CORP | $430.22万 | 0.78% | 111,892 | 1,441 | 1.3% | $5.54万 | 加仓 |
| ASML | ASML HLDG NV | $357.70万 | 0.65% | 1,798 | -137 | -7.1% | -$27.26万 | 减仓 |
| IJR | ISHARES TR | $334.57万 | 0.60% | 22,559 | 105 | 0.5% | $1.56万 | 加仓 |
| AMZN | AMAZON COM INC | $315.16万 | 0.57% | 13,223 | 615 | 4.9% | $14.66万 | 加仓 |
| EFA | ISHARES TR | $314.66万 | 0.57% | 30,291 | 4,094 | 15.6% | $42.53万 | 加仓 |
| V | VISA INC | $314.27万 | 0.57% | 9,160 | -478 | -5.0% | -$16.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $311.70万 | 0.56% | 4,174 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $293.27万 | 0.53% | 36,400 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $286.18万 | 0.52% | 2,386 | -172 | -6.7% | -$20.63万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $260.82万 | 0.47% | 23,904 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $251.73万 | 0.45% | 4,469 | 988 | 28.4% | $55.65万 | 加仓 |
| GOOG | ALPHABET INC | $212.42万 | 0.38% | 6,012 | -7,462 | -55.4% | -$263.65万 | 减仓 |
| NFLX | NETFLIX INC. | $205.84万 | 0.37% | 28,829 | -4,464 | -13.4% | -$31.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $201.73万 | 0.36% | 6,163 | 142 | 2.4% | $4.65万 | 加仓 |
| IWM | ISHARES TR | $195.38万 | 0.35% | 6,503 | 1,067 | 19.6% | $32.06万 | 加仓 |
| CSCO | CISCO SYS INC | $190.61万 | 0.34% | 16,228 | -600 | -3.6% | -$7.05万 | 减仓 |
| — | ABRDN FDS | $185.28万 | 0.33% | 50,554 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $178.91万 | 0.32% | 109,424 | 3,012 | 2.8% | $4.92万 | 加仓 |
| INTC | INTEL CORP | $158.88万 | 0.29% | 11,379 | 332 | 3.0% | $4.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $158.82万 | 0.29% | 21,033 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $152.31万 | 0.27% | 4,116 | 442 | 12.0% | $16.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $150.14万 | 0.27% | 1,605 | 42 | 2.7% | $3.93万 | 加仓 |
| AVGO | BROADCOM INC | $144.38万 | 0.26% | 3,822 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL | $140.37万 | 0.25% | 7,579 | 7,579 | — | $140.37万 | 新建仓 |
| — | EXXON MOBIL CORP | $137.21万 | 0.25% | 10,036 | 1,226 | 13.9% | $16.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $136.61万 | 0.25% | 2,730 | 0 | 0.0% | — | 不变 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $125.52万 | 0.23% | 87,839 | 87,839 | — | $125.52万 | 新建仓 |
| IEFA | ISHARES TR | $115.13万 | 0.21% | 11,921 | 172 | 1.5% | $1.66万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $113.69万 | 0.21% | 2,622 | 49 | 1.9% | $2.12万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $107.64万 | 0.19% | 11,862 | -1,885 | -13.7% | -$17.10万 | 减仓 |
| ABBV | ABBVIE INC | $105.71万 | 0.19% | 4,201 | 296 | 7.6% | $7.45万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $105.13万 | 0.19% | 58,894 | 58,894 | — | $105.13万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $104.66万 | 0.19% | 30,066 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $99.80万 | 0.18% | 7,547 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $96.30万 | 0.17% | 32,720 | 182 | 0.6% | $5,356 | 加仓 |
| MA | MASTERCARD INCORPORATED | $95.63万 | 0.17% | 1,862 | 205 | 12.4% | $10.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $94.52万 | 0.17% | 6,446 | -65 | -1.0% | -$9,532 | 减仓 |
| EEM | ISHARES TR | $93.50万 | 0.17% | 13,668 | -168 | -1.2% | -$1.15万 | 减仓 |
| IIIN | INSTEEL INDS INC | $93.24万 | 0.17% | 30,873 | 30,873 | — | $93.24万 | 新建仓 |
| ALNT | ALLIENT INC | $92.60万 | 0.17% | 8,996 | 8,996 | — | $92.60万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $91.49万 | 0.17% | 1,912 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $90.35万 | 0.16% | 7,276 | -20 | -0.3% | -$2,483 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC | $89.39万 | 0.16% | 192,656 | 192,656 | — | $89.39万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $89.15万 | 0.16% | 2,834 | 95 | 3.5% | $2.99万 | 加仓 |
| CCJ | CAMECO CORP | $88.91万 | 0.16% | 8,729 | -1,271 | -12.7% | -$12.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $85.65万 | 0.15% | 742 | 44 | 6.3% | $5.08万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $84.96万 | 0.15% | 1,693 | -203 | -10.7% | -$10.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $84.11万 | 0.15% | 3,312 | 436 | 15.2% | $11.07万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $83.57万 | 0.15% | 2,427 | 347 | 16.7% | $11.95万 | 加仓 |
| MYFW | FIRST WESTN FINL INC | $83.49万 | 0.15% | 26,002 | 26,002 | — | $83.49万 | 新建仓 |
| MLAB | MESA LABS INC | $83.03万 | 0.15% | 8,341 | 8,341 | — | $83.03万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $79.28万 | 0.14% | 5,017 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $78.52万 | 0.14% | 4,737 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $76.84万 | 0.14% | 1,827 | 33 | 1.8% | $1.39万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $74.57万 | 0.13% | 24,715 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $74.36万 | 0.13% | 1,460 | -105 | -6.7% | -$5.35万 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $72.88万 | 0.13% | 107,013 | 107,013 | — | $72.88万 | 新建仓 |
| KEY | KEYCORP | $72.20万 | 0.13% | 31,324 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $72.19万 | 0.13% | 161,137 | 161,137 | — | $72.19万 | 新建仓 |
| BAC | BANK OF AMER CORP | $72.07万 | 0.13% | 12,648 | 100 | 0.8% | $5,698 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.96万 | 0.13% | 2,559 | 360 | 16.4% | $10.12万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $70.84万 | 0.13% | 4,170 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $70.29万 | 0.13% | 29,785 | 29,785 | — | $70.29万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.68万 | 0.12% | 1,165 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $66.43万 | 0.12% | 3,048 | 0 | 0.0% | — | 不变 |
| BBCP | CONCRETE PUMPING HLDGS INC | $66.38万 | 0.12% | 55,088 | 55,088 | — | $66.38万 | 新建仓 |
| IJS | ISHARES TR | $66.28万 | 0.12% | 4,849 | -1,745 | -26.5% | -$23.85万 | 减仓 |
| UTZ | UTZ BRANDS INC | $62.80万 | 0.11% | 81,560 | 81,560 | — | $62.80万 | 新建仓 |
| INFU | INFUSYSTEM HLDGS INC | $62.54万 | 0.11% | 64,807 | 64,807 | — | $62.54万 | 新建仓 |
| DGRW | WISDOMTREE TR | $60.24万 | 0.11% | 6,300 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $60.01万 | 0.11% | 1,629 | 0 | 0.0% | — | 不变 |
| — | FREIGHTCAR AMER INC | $59.85万 | 0.11% | 61,450 | 61,450 | — | $59.85万 | 新建仓 |
| MS | MORGAN STANLEY | $59.22万 | 0.11% | 2,833 | 0 | 0.0% | — | 不变 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $59.03万 | 0.11% | 22,556 | 22,556 | — | $59.03万 | 新建仓 |
| KO | COCA COLA CO | $58.96万 | 0.11% | 7,208 | 927 | 14.8% | $7.58万 | 加仓 |
| LYTS | LSI INDS INC OHIO | $57.79万 | 0.10% | 21,741 | 21,741 | — | $57.79万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $55.05万 | 0.10% | 1,847 | -509 | -21.6% | -$15.17万 | 减仓 |
| IWV | ISHARES TR | $53.39万 | 0.10% | 1,252 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.04万 | 0.09% | 1,741 | 227 | 15.0% | $6.66万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.82万 | 0.09% | 1,278 | -176 | -12.1% | -$7.00万 | 减仓 |
| GHM | GRAHAM CORP | $50.07万 | 0.09% | 4,045 | 4,045 | — | $50.07万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.68万 | 0.09% | 15,667 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $49.23万 | 0.09% | 1,810 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.30万 | 0.09% | 685 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $48.18万 | 0.09% | 1,183 | -434 | -26.8% | -$17.68万 | 减仓 |