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 |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | $84.73万 | 0.18% | 7,547 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $84.93万 | 0.18% | 3,905 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $87.59万 | 0.19% | 24,715 | 24,715 | — | $87.59万 | 新建仓 |
| MCD | MCDONALDS CORP | $87.98万 | 0.19% | 2,831 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $91.70万 | 0.20% | 30,066 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.28万 | 0.20% | 1,896 | -9 | -0.5% | -$4,428 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $94.04万 | 0.20% | 6,511 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $98.01万 | 0.21% | 4,737 | 10 | 0.2% | $2,069 | 加仓 |
| IEFA | ISHARES TR | $106.36万 | 0.23% | 11,749 | -315 | -2.6% | -$2.85万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $106.77万 | 0.23% | 1,565 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $108.61万 | 0.23% | 10,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $117.87万 | 0.25% | 3,674 | 302 | 9.0% | $9.69万 | 加仓 |
| AVGO | BROADCOM INC | $118.29万 | 0.25% | 3,822 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $130.57万 | 0.28% | 16,828 | 937 | 5.9% | $7.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $130.82万 | 0.28% | 2,730 | -64 | -2.3% | -$3.07万 | 减仓 |
| IWM | ISHARES TR | $134.81万 | 0.29% | 5,436 | -103 | -1.9% | -$2.55万 | 减仓 |
| ABT | ABBOTT LABS | $141.14万 | 0.30% | 13,747 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $149.47万 | 0.32% | 8,810 | 10 | 0.1% | $1,697 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $155.74万 | 0.33% | 1,563 | 40 | 2.6% | $3.99万 | 加仓 |
| NCNO | NCINO INC | $159.41万 | 0.34% | 106,412 | 12,063 | 12.8% | $18.07万 | 加仓 |
| — | ABRDN FDS | $167.85万 | 0.36% | 50,554 | -1,089 | -2.1% | -$3.62万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $177.11万 | 0.38% | 6,021 | 103 | 1.7% | $3.03万 | 加仓 |
| IAU | ISHARES GOLD TR | $185.43万 | 0.39% | 21,033 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $199.16万 | 0.42% | 3,481 | -1,095 | -23.9% | -$62.65万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $226.08万 | 0.48% | 23,904 | -277 | -1.1% | -$2.62万 | 减仓 |
| LLY | ELI LILLY & CO | $235.28万 | 0.50% | 2,558 | -366 | -12.5% | -$33.66万 | 减仓 |
| EFA | ISHARES TR | $254.45万 | 0.54% | 26,197 | 4,198 | 19.1% | $40.78万 | 加仓 |
| ASML | ASML HOLDING N V | $255.58万 | 0.54% | 1,935 | 1,403 | 263.7% | $185.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $261.33万 | 0.56% | 9,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $262.59万 | 0.56% | 12,608 | -266 | -2.1% | -$5.54万 | 减仓 |
| PKOH | PARK-OHIO HLDGS CORP | $265.52万 | 0.57% | 110,451 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $272.20万 | 0.58% | 4,174 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $279.13万 | 0.59% | 22,454 | 30 | 0.1% | $3,729 | 加仓 |
| V | VISA INC | $291.30万 | 0.62% | 9,638 | 4,189 | 76.9% | $126.61万 | 加仓 |
| NFLX | NETFLIX INC | $320.11万 | 0.68% | 33,293 | 21,796 | 189.6% | $209.57万 | 加仓 |
| GOOG | ALPHABET INC | $386.52万 | 0.82% | 13,474 | 689 | 5.4% | $19.76万 | 加仓 |
| GOOGL | ALPHABET INC | $522.27万 | 1.11% | 18,162 | -260 | -1.4% | -$7.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $671.53万 | 1.43% | 18,141 | -36 | -0.2% | -$1.33万 | 减仓 |
| IWN | ISHARES TR | $779.65万 | 1.66% | 41,123 | 4,802 | 13.2% | $91.04万 | 加仓 |
| IWB | ISHARES TR | $954.15万 | 2.03% | 26,760 | 601 | 2.3% | $21.43万 | 加仓 |
| AAPL | APPLE INC | $1,030.57万 | 2.19% | 40,607 | 120 | 0.3% | $3.05万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,055.25万 | 2.25% | 54,984 | 485 | 0.9% | $9.31万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,741.69万 | 3.71% | 151,136 | 33,228 | 28.2% | $382.92万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,780.59万 | 3.79% | 82,795 | -3,523 | -4.1% | -$75.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,802.51万 | 3.84% | 103,350 | 12,823 | 14.2% | $223.64万 | 加仓 |
| IWD | ISHARES TR | $2,021.15万 | 4.30% | 94,592 | 2,971 | 3.2% | $63.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,397.25万 | 5.11% | 40,118 | -218 | -0.5% | -$13.03万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $3,360.05万 | 7.16% | 134,472 | -6,859 | -4.9% | -$171.39万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $5,055.63万 | 10.77% | 108,972 | -177 | -0.2% | -$8.21万 | 减仓 |
| IVV | ISHARES TR | $5,884.77万 | 12.53% | 90,090 | 50,629 | 128.3% | $3,307.14万 | 加仓 |
| OEF | ISHARES TR | $7,687.91万 | 16.37% | 241,705 | -5,587 | -2.3% | -$177.71万 | 减仓 |