CM WEALTH ADVISORS LLC
BEACHWOOD OH · SEC CIK 0001764581
$4.70亿2026Q1 申报市值
146持仓数
69.8%前十大占比 · 第一大 16.4%
11 / 4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
IVV 加仓+$3,307.14万
EQWL 加仓+$382.92万
NVDA 加仓+$223.64万
NFLX 加仓+$209.57万
ASML 加仓+$185.31万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$177.71万
LECO 减仓-$171.39万
VIG 减仓-$75.77万
META 减仓-$62.65万
BSX 清仓-$35.28万
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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,700 | -100.0% | -$35.28万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -187 | -100.0% | -$31.61万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -10,860 | -100.0% | -$29.43万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -2,746 | -100.0% | -$24.01万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWL | NEWELL BRANDS INC | $4.68万 | 0.01% | 13,633 | -1,233 | -8.3% | -$4,229 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $8.74万 | 0.02% | 14,571 | 14,571 | — | $8.74万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $15.24万 | 0.03% | 14,608 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $18.00万 | 0.04% | 30,101 | 30,101 | — | $18.00万 | 新建仓 |
| SYY | SYSCO CORP | $20.05万 | 0.04% | 2,811 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $20.07万 | 0.04% | 332 | 332 | — | $20.07万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.70万 | 0.04% | 794 | -56 | -6.6% | -$1.46万 | 重新持有 |
| PPLI | IAC INC | $20.98万 | 0.04% | 5,241 | 5,241 | — | $20.98万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $21.16万 | 0.05% | 2,744 | 2,744 | — | $21.16万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.32万 | 0.05% | 788 | -65 | -7.6% | -$1.76万 | 减仓 |
| GEV | GE VERNOVA INC | $22.01万 | 0.05% | 252 | 252 | — | $22.01万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.16万 | 0.05% | 1,515 | 16 | 1.1% | $2,340 | 加仓 |
| DIS | DISNEY WALT CO | $22.40万 | 0.05% | 2,324 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $22.73万 | 0.05% | 3,179 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.59万 | 0.05% | 698 | 698 | — | $23.59万 | 新建仓 |
| HD | HOME DEPOT INC | $23.68万 | 0.05% | 720 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.70万 | 0.05% | 1,165 | 112 | 10.6% | $2.28万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $23.87万 | 0.05% | 206 | -92 | -30.9% | -$10.66万 | 减仓 |
| MRK | MERCK & CO INC | $23.91万 | 0.05% | 1,974 | 1,974 | — | $23.91万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $23.93万 | 0.05% | 1,825 | -325 | -15.1% | -$4.26万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $24.07万 | 0.05% | 1,443 | 1,443 | — | $24.07万 | 新建仓 |
| IJH | ISHARES TR | $24.23万 | 0.05% | 3,588 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $24.69万 | 0.05% | 2,081 | -2,919 | -58.4% | -$34.63万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $24.99万 | 0.05% | 528 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.33万 | 0.05% | 891 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $26.36万 | 0.06% | 40 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $27.22万 | 0.06% | 549 | 71 | 14.9% | $3.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $28.04万 | 0.06% | 3,210 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $28.20万 | 0.06% | 5,618 | -1,000 | -15.1% | -$5.02万 | 减仓 |
| MSCI | MSCI INC | $28.73万 | 0.06% | 533 | -143 | -21.2% | -$7.71万 | 减仓 |
| SHOP | SHOPIFY INC | $29.35万 | 0.06% | 2,474 | -746 | -23.2% | -$8.85万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.35万 | 0.06% | 1,609 | -698 | -30.3% | -$12.73万 | 减仓 |
| FDX | FEDEX CORP | $30.11万 | 0.06% | 842 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $30.29万 | 0.06% | 1,177 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.67万 | 0.07% | 1,808 | -135 | -6.9% | -$2.29万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $30.82万 | 0.07% | 1,558 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $31.07万 | 0.07% | 1,327 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $32.07万 | 0.07% | 3,580 | 20 | 0.6% | $1,792 | 加仓 |
| WFC | WELLS FARGO CO NEW | $32.72万 | 0.07% | 4,110 | 382 | 10.2% | $3.04万 | 加仓 |
| RTX | RTX CORPORATION | $32.79万 | 0.07% | 1,700 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $32.82万 | 0.07% | 2,486 | 10 | 0.4% | $1,320 | 加仓 |
| LH | LABCORP HOLDINGS INC | $32.87万 | 0.07% | 1,232 | -143 | -10.4% | -$3.82万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $33.11万 | 0.07% | 1,765 | -63 | -3.4% | -$1.18万 | 减仓 |
| ABNB | AIRBNB INC | $33.49万 | 0.07% | 2,652 | -503 | -15.9% | -$6.35万 | 减仓 |
| PFE | PFIZER INC | $34.40万 | 0.07% | 12,251 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $35.03万 | 0.07% | 595 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $35.37万 | 0.08% | 3,383 | -802 | -19.2% | -$8.38万 | 减仓 |
| BX | BLACKSTONE INC | $40.43万 | 0.09% | 3,516 | -481 | -12.0% | -$5.53万 | 减仓 |
| LOW | LOWES COS INC | $40.55万 | 0.09% | 1,716 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $40.84万 | 0.09% | 723 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $41.00万 | 0.09% | 2,012 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $41.84万 | 0.09% | 1,926 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $42.35万 | 0.09% | 685 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.92万 | 0.09% | 6,698 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $43.91万 | 0.09% | 1,810 | -87 | -4.6% | -$2.11万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $43.98万 | 0.09% | 1,514 | -283 | -15.7% | -$8.22万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $44.13万 | 0.09% | 5,864 | -2,825 | -32.5% | -$21.26万 | 减仓 |
| WM | WASTE MGMT INC DEL | $44.14万 | 0.09% | 1,921 | -59 | -3.0% | -$1.36万 | 减仓 |
| CSX | CSX CORP | $44.33万 | 0.09% | 10,800 | 3,037 | 39.1% | $12.47万 | 加仓 |
| DHR | DANAHER CORPORATION | $44.61万 | 0.10% | 2,348 | 137 | 6.2% | $2.60万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.74万 | 0.10% | 4,817 | 1,017 | 26.8% | $9.45万 | 加仓 |
| TXN | TEXAS INSTRS INC | $45.74万 | 0.10% | 2,356 | -294 | -11.1% | -$5.71万 | 减仓 |
| IWV | ISHARES TR | $46.41万 | 0.10% | 1,252 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $46.62万 | 0.10% | 2,833 | 460 | 19.4% | $7.57万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.07万 | 0.10% | 15,667 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.10万 | 0.10% | 6,281 | 1,151 | 22.4% | $8.81万 | 加仓 |
| SCZ | ISHARES TR | $48.15万 | 0.10% | 6,141 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $48.37万 | 0.10% | 6,492 | -205 | -3.1% | -$1.53万 | 减仓 |
| INTU | INTUIT | $48.60万 | 0.10% | 1,124 | -102 | -8.3% | -$4.41万 | 减仓 |
| INTC | INTEL CORP | $48.75万 | 0.10% | 11,047 | 2,599 | 30.8% | $11.47万 | 加仓 |
| WMT | WALMART INC | $50.84万 | 0.11% | 4,083 | 118 | 3.0% | $1.47万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $51.20万 | 0.11% | 4,170 | 94 | 2.3% | $1.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.30万 | 0.11% | 2,199 | -85 | -3.7% | -$2.06万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.51万 | 0.11% | 3,402 | 1,471 | 76.2% | $23.14万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $54.36万 | 0.12% | 1,575 | -2 | -0.1% | -$690 | 减仓 |
| LRCX | LAM RESEARCH CORP | $55.04万 | 0.12% | 2,573 | 155 | 6.4% | $3.32万 | 加仓 |
| DGRW | WISDOMTREE TR | $55.34万 | 0.12% | 6,300 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $59.80万 | 0.13% | 3,048 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $61.17万 | 0.13% | 12,548 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $62.46万 | 0.13% | 4,022 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $62.80万 | 0.13% | 31,324 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $64.79万 | 0.14% | 1,912 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $66.67万 | 0.14% | 2,080 | 61 | 3.0% | $1.96万 | 加仓 |
| TSLA | TESLA INC | $66.69万 | 0.14% | 1,794 | -130 | -6.8% | -$4.83万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $67.03万 | 0.14% | 1,454 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $68.78万 | 0.15% | 1,617 | -76 | -4.5% | -$3.23万 | 减仓 |
| GLD | SPDR GOLD TR | $70.09万 | 0.15% | 1,629 | 305 | 23.0% | $13.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.30万 | 0.15% | 2,876 | 38 | 1.3% | $9,289 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $74.30万 | 0.16% | 5,017 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $77.78万 | 0.17% | 1,824 | 1,824 | — | $77.78万 | 新建仓 |
| IJS | ISHARES TR | $78.11万 | 0.17% | 6,594 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $78.57万 | 0.17% | 13,836 | -160 | -1.1% | -$9,086 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $78.61万 | 0.17% | 2,739 | 46 | 1.7% | $1.32万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $82.79万 | 0.18% | 1,657 | 49 | 3.0% | $2.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $83.43万 | 0.18% | 32,538 | 0 | 0.0% | — | 不变 |