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 |
|---|---|---|---|---|---|---|---|---|
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -6,141 | -100.0% | -$48.15万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -4,110 | -100.0% | -$32.72万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -206 | -100.0% | -$23.87万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -720 | -100.0% | -$23.68万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -3,179 | -100.0% | -$22.73万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$22.16万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -794 | -100.0% | -$20.70万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -332 | -100.0% | -$20.07万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -30,101 | -100.0% | -$18.00万 | 清仓 |
| NWL | NEWELL BRANDS INC | $7.61万 | 0.01% | 12,400 | -1,233 | -9.0% | -$7,571 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $10.11万 | 0.02% | 19,600 | 5,029 | 34.5% | $2.59万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $14.18万 | 0.03% | 14,608 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $19.08万 | 0.03% | 23,154 | 23,154 | — | $19.08万 | 新建仓 |
| ECL | ECOLAB INC | $20.06万 | 0.04% | 718 | 718 | — | $20.06万 | 新建仓 |
| EBAY | EBAY INC. | $20.32万 | 0.04% | 1,818 | 1,818 | — | $20.32万 | 新建仓 |
| SMMD | ISHARES TR | $20.47万 | 0.04% | 2,234 | 2,234 | — | $20.47万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $20.59万 | 0.04% | 528 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $20.61万 | 0.04% | 1,212 | 1,212 | — | $20.61万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.63万 | 0.04% | 204 | 204 | — | $20.63万 | 新建仓 |
| LIN | LINDE PLC | $20.71万 | 0.04% | 399 | -150 | -27.3% | -$7.78万 | 减仓 |
| IQLT | ISHARES TR | $20.74万 | 0.04% | 4,185 | 4,185 | — | $20.74万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $20.96万 | 0.04% | 1,814 | 1,814 | — | $20.96万 | 新建仓 |
| WELL | WELLTOWER INC | $21.04万 | 0.04% | 927 | 927 | — | $21.04万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.41万 | 0.04% | 431 | 431 | — | $21.41万 | 新建仓 |
| ORCL | ORACLE CORP | $21.50万 | 0.04% | 1,467 | 347 | 31.0% | $5.09万 | 重新持有 |
| AMGN | AMGEN INC | $22.31万 | 0.04% | 616 | 616 | — | $22.31万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.34万 | 0.04% | 2,303 | -21 | -0.9% | -$2,037 | 减仓 |
| PSX | PHILLIPS 66 | $22.87万 | 0.04% | 1,353 | 1,353 | — | $22.87万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.95万 | 0.04% | 673 | 673 | — | $22.95万 | 新建仓 |
| NWSA | NEWS CORP NEW | $23.07万 | 0.04% | 9,293 | 9,293 | — | $23.07万 | 新建仓 |
| ASUR | ASURE SOFTWARE INC | $23.28万 | 0.04% | 29,325 | 29,325 | — | $23.28万 | 新建仓 |
| SYY | SYSCO CORP | $23.49万 | 0.04% | 2,811 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $23.51万 | 0.04% | 695 | 695 | — | $23.51万 | 新建仓 |
| KLAC | KLA CORP | $24.14万 | 0.04% | 800 | 800 | — | $24.14万 | 新建仓 |
| LOW | LOWES COS INC | $24.17万 | 0.04% | 1,096 | -620 | -36.1% | -$13.67万 | 减仓 |
| C | CITIGROUP INC | $24.23万 | 0.04% | 1,731 | 1,731 | — | $24.23万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $24.36万 | 0.04% | 906 | 906 | — | $24.36万 | 新建仓 |
| TJX | TJX COS INC NEW | $24.71万 | 0.04% | 1,631 | 1,631 | — | $24.71万 | 新建仓 |
| PCYO | PURE CYCLE CORP | $24.72万 | 0.04% | 23,079 | 23,079 | — | $24.72万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $24.87万 | 0.04% | 702 | 702 | — | $24.87万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.49万 | 0.05% | 943 | -1,888 | -66.7% | -$51.03万 | 减仓 |
| PPLI | PEOPLE INC | $25.50万 | 0.05% | 5,524 | 283 | 5.4% | $1.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.55万 | 0.05% | 6,034 | 416 | 7.4% | $1.76万 | 加仓 |
| COP | CONOCOPHILLIPS | $25.84万 | 0.05% | 2,486 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $26.05万 | 0.05% | 1,803 | 1,803 | — | $26.05万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $26.27万 | 0.05% | 3,073 | 329 | 12.0% | $2.81万 | 加仓 |
| FDX | FEDEX CORP | $26.47万 | 0.05% | 842 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $26.52万 | 0.05% | 1,825 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $27.25万 | 0.05% | 40 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $27.38万 | 0.05% | 3,468 | 258 | 8.0% | $2.04万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.39万 | 0.05% | 1,558 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.67万 | 0.05% | 3,588 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $28.25万 | 0.05% | 2,474 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $29.24万 | 0.05% | 1,603 | 160 | 11.1% | $2.92万 | 加仓 |
| PFE | PFIZER INC | $29.26万 | 0.05% | 12,150 | -101 | -0.8% | -$2,432 | 减仓 |
| MSCI | MSCI INC | $29.35万 | 0.05% | 524 | -9 | -1.7% | -$5,040 | 减仓 |
| GEV | GE VERNOVA INC | $29.62万 | 0.05% | 252 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $29.78万 | 0.05% | 1,141 | 17 | 1.5% | $4,437 | 加仓 |
| CINF | CINCINNATI FINL CORP | $30.63万 | 0.06% | 1,646 | 1,646 | — | $30.63万 | 新建仓 |
| NUE | NUCOR CORP | $31.02万 | 0.06% | 1,389 | -419 | -23.2% | -$9.36万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $31.33万 | 0.06% | 1,119 | -113 | -9.2% | -$3.16万 | 减仓 |
| SNDK | SANDISK CORP | $31.38万 | 0.06% | 138 | 138 | — | $31.38万 | 新建仓 |
| CAT | CATERPILLAR INC | $31.41万 | 0.06% | 295 | 295 | — | $31.41万 | 新建仓 |
| TGB | TREKOR METALS LTD | $31.54万 | 0.06% | 45,837 | 45,837 | — | $31.54万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $31.61万 | 0.06% | 1,327 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $31.94万 | 0.06% | 1,339 | -426 | -24.1% | -$10.16万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $32.12万 | 0.06% | 557 | -38 | -6.4% | -$2.19万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $32.28万 | 0.06% | 1,609 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $32.84万 | 0.06% | 3,308 | -75 | -2.2% | -$7,446 | 减仓 |
| MVBF | MVB FINL CORP | $33.41万 | 0.06% | 11,516 | 11,516 | — | $33.41万 | 新建仓 |
| MRK | MERCK & CO INC | $33.44万 | 0.06% | 2,585 | 611 | 31.0% | $7.90万 | 加仓 |
| ABNB | AIRBNB INC | $33.51万 | 0.06% | 2,342 | -310 | -11.7% | -$4.44万 | 减仓 |
| USB | US BANCORP | $33.82万 | 0.06% | 5,567 | 5,567 | — | $33.82万 | 新建仓 |
| TRNS | TRANSCAT INC | $33.92万 | 0.06% | 3,656 | 3,656 | — | $33.92万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $34.04万 | 0.06% | 2,765 | -637 | -18.7% | -$7.84万 | 减仓 |
| CSX | CSX CORP | $35.33万 | 0.06% | 7,434 | -3,366 | -31.2% | -$16.00万 | 减仓 |
| WM | WASTE MGMT INC DEL | $35.71万 | 0.06% | 1,602 | -319 | -16.6% | -$7.11万 | 减仓 |
| AMAT | APPLIED MATLS INC | $35.79万 | 0.06% | 495 | 495 | — | $35.79万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $36.05万 | 0.07% | 1,177 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $36.45万 | 0.07% | 3,567 | -13 | -0.4% | -$1,328 | 减仓 |
| RTX | RTX CORPORATION | $36.88万 | 0.07% | 1,944 | 244 | 14.4% | $4.63万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $37.32万 | 0.07% | 5,008 | -856 | -14.6% | -$6.38万 | 减仓 |
| GE | GE AEROSPACE | $37.41万 | 0.07% | 1,001 | 110 | 12.3% | $4.11万 | 加仓 |
| BX | BLACKSTONE INC | $37.55万 | 0.07% | 3,191 | -325 | -9.2% | -$3.82万 | 减仓 |
| GM | GENERAL MTRS CO | $37.65万 | 0.07% | 4,885 | -1,607 | -24.8% | -$12.39万 | 减仓 |
| — | ASTRONOVA INC | $38.28万 | 0.07% | 13,446 | 13,446 | — | $38.28万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $39.28万 | 0.07% | 3,340 | 3,340 | — | $39.28万 | 新建仓 |
| PEP | PEPSICO INC | $39.60万 | 0.07% | 2,925 | -1,097 | -27.3% | -$14.85万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.94万 | 0.07% | 961 | 173 | 22.0% | $7.19万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $40.00万 | 0.07% | 14,165 | 14,165 | — | $40.00万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $41.06万 | 0.07% | 1,413 | -162 | -10.3% | -$4.71万 | 减仓 |
| IWR | ISHARES TR | $42.85万 | 0.08% | 3,884 | 3,884 | — | $42.85万 | 新建仓 |
| DHR | DANAHER CORP DEL | $43.05万 | 0.08% | 2,256 | -92 | -3.9% | -$1.76万 | 减仓 |
| ODC | OIL DRI CORP AMER | $44.08万 | 0.08% | 4,313 | 4,313 | — | $44.08万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $44.11万 | 0.08% | 2,012 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $44.88万 | 0.08% | 5,113 | 296 | 6.1% | $2.60万 | 加仓 |
| WMT | WALMART INC | $45.64万 | 0.08% | 4,030 | -53 | -1.3% | -$6,003 | 减仓 |
| — | SILVERCREST ASSET MGMT GROUP | $45.80万 | 0.08% | 45,305 | 45,305 | — | $45.80万 | 新建仓 |
| DE | DEERE & CO | $45.98万 | 0.08% | 723 | 0 | 0.0% | — | 不变 |
| ACU | ACME UTD CORP | $46.54万 | 0.08% | 9,752 | 9,752 | — | $46.54万 | 新建仓 |