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 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $35.03万 | 0.07% | 595 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $34.40万 | 0.07% | 12,251 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $33.49万 | 0.07% | 2,652 | -503 | -15.9% | -$6.35万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $33.11万 | 0.07% | 1,765 | -63 | -3.4% | -$1.18万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $32.87万 | 0.07% | 1,232 | -143 | -10.4% | -$3.82万 | 减仓 |
| COP | CONOCOPHILLIPS | $32.82万 | 0.07% | 2,486 | 10 | 0.4% | $1,320 | 加仓 |
| RTX | RTX CORPORATION | $32.79万 | 0.07% | 1,700 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $32.72万 | 0.07% | 4,110 | 382 | 10.2% | $3.04万 | 加仓 |
| SBUX | STARBUCKS CORP | $32.07万 | 0.07% | 3,580 | 20 | 0.6% | $1,792 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $31.07万 | 0.07% | 1,327 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $30.82万 | 0.07% | 1,558 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.67万 | 0.07% | 1,808 | -135 | -6.9% | -$2.29万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $30.29万 | 0.06% | 1,177 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $30.11万 | 0.06% | 842 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $29.35万 | 0.06% | 1,609 | -698 | -30.3% | -$12.73万 | 减仓 |
| SHOP | SHOPIFY INC | $29.35万 | 0.06% | 2,474 | -746 | -23.2% | -$8.85万 | 减仓 |
| MSCI | MSCI INC | $28.73万 | 0.06% | 533 | -143 | -21.2% | -$7.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.20万 | 0.06% | 5,618 | -1,000 | -15.1% | -$5.02万 | 减仓 |
| MDT | MEDTRONIC PLC | $28.04万 | 0.06% | 3,210 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $27.22万 | 0.06% | 549 | 71 | 14.9% | $3.52万 | 加仓 |
| NVR | NVR INC | $26.36万 | 0.06% | 40 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.33万 | 0.05% | 891 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $24.99万 | 0.05% | 528 | 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 |
| IJH | ISHARES TR | $24.23万 | 0.05% | 3,588 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $24.07万 | 0.05% | 1,443 | 1,443 | — | $24.07万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $23.93万 | 0.05% | 1,825 | -325 | -15.1% | -$4.26万 | 减仓 |
| MRK | MERCK & CO INC | $23.91万 | 0.05% | 1,974 | 1,974 | — | $23.91万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $23.87万 | 0.05% | 206 | -92 | -30.9% | -$10.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.70万 | 0.05% | 1,165 | 112 | 10.6% | $2.28万 | 加仓 |
| HD | HOME DEPOT INC | $23.68万 | 0.05% | 720 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.59万 | 0.05% | 698 | 698 | — | $23.59万 | 新建仓 |
| COO | COOPER COS INC | $22.73万 | 0.05% | 3,179 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.40万 | 0.05% | 2,324 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.16万 | 0.05% | 1,515 | 16 | 1.1% | $2,340 | 加仓 |
| GEV | GE VERNOVA INC | $22.01万 | 0.05% | 252 | 252 | — | $22.01万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.32万 | 0.05% | 788 | -65 | -7.6% | -$1.76万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $21.16万 | 0.05% | 2,744 | 2,744 | — | $21.16万 | 新建仓 |
| PPLI | IAC INC | $20.98万 | 0.04% | 5,241 | 5,241 | — | $20.98万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.70万 | 0.04% | 794 | -56 | -6.6% | -$1.46万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $20.07万 | 0.04% | 332 | 332 | — | $20.07万 | 新建仓 |
| SYY | SYSCO CORP | $20.05万 | 0.04% | 2,811 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $18.00万 | 0.04% | 30,101 | 30,101 | — | $18.00万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $15.24万 | 0.03% | 14,608 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $8.74万 | 0.02% | 14,571 | 14,571 | — | $8.74万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $4.68万 | 0.01% | 13,633 | -1,233 | -8.3% | -$4,229 | 减仓 |
| 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 |