CFM WEALTH PARTNERS LLC
AUSTIN TX · SEC CIK 0001801097
$7.83亿2026Q2 申报市值
149持仓数
48.9%前十大占比 · 第一大 13.6%
9 / 5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
ARM 新建仓+$290.64万
MU 新建仓+$289.15万
CRDO 新建仓+$289.06万
MRVL 加仓+$252.88万
AMD 加仓+$108.34万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$196.01万
HD 减仓-$170.20万
MCD 减仓-$140.72万
AAPL 减仓-$125.47万
KO 减仓-$125.08万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $289.15万 | 0.37% | 2,505 | 2,505 | — | $289.15万 | 新建仓 |
| KKR | KKR & CO INC | $290.24万 | 0.37% | 31,623 | -847 | -2.6% | -$7.77万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $290.64万 | 0.37% | 8,197 | 8,197 | — | $290.64万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $291.02万 | 0.37% | 17,557 | 183 | 1.1% | $3.03万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $302.32万 | 0.39% | 121,072 | 6,647 | 5.8% | $16.60万 | 加仓 |
| PWR | QUANTA SVCS INC | $302.56万 | 0.39% | 4,202 | -46 | -1.1% | -$3.31万 | 减仓 |
| MS | MORGAN STANLEY | $312.78万 | 0.40% | 14,963 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $341.98万 | 0.44% | 42,080 | -15,391 | -26.8% | -$125.08万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $348.45万 | 0.44% | 60,421 | 123 | 0.2% | $7,093 | 加仓 |
| ET | ENERGY TRANSFER L P | $361.10万 | 0.46% | 188,858 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $437.99万 | 0.56% | 8,753 | -319 | -3.5% | -$15.96万 | 减仓 |
| RY | ROYAL BK CDA | $442.94万 | 0.57% | 21,401 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $445.19万 | 0.57% | 20,288 | -185 | -0.9% | -$4.06万 | 减仓 |
| NFLX | NETFLIX INC. | $446.70万 | 0.57% | 62,563 | -5,584 | -8.2% | -$39.87万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $459.00万 | 0.59% | 4,538 | 50 | 1.1% | $5.06万 | 加仓 |
| HD | HOME DEPOT INC | $465.63万 | 0.59% | 13,203 | -4,826 | -26.8% | -$170.20万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $481.93万 | 0.62% | 139,285 | -3,371 | -2.4% | -$11.66万 | 减仓 |
| CAT | CATERPILLAR INC | $504.55万 | 0.64% | 4,738 | -50 | -1.0% | -$5.32万 | 减仓 |
| USMV | ISHARES TR | $547.97万 | 0.70% | 56,808 | -2,163 | -3.7% | -$20.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $578.55万 | 0.74% | 8,424 | -14 | -0.2% | -$9,615 | 减仓 |
| MO | ALTRIA GROUP INC | $584.67万 | 0.75% | 81,261 | -1,761 | -2.1% | -$12.67万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $618.19万 | 0.79% | 17,954 | -659 | -3.5% | -$22.69万 | 减仓 |
| TJX | TJX COS INC NEW | $619.62万 | 0.79% | 40,899 | -64 | -0.2% | -$9,696 | 减仓 |
| WMT | WALMART INC | $640.90万 | 0.82% | 56,586 | -997 | -1.7% | -$11.29万 | 减仓 |
| ABBV | ABBVIE INC | $659.70万 | 0.84% | 26,216 | -307 | -1.2% | -$7.73万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $675.17万 | 0.86% | 183,670 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $716.52万 | 0.91% | 64,949 | 2,396 | 3.8% | $26.43万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $770.32万 | 0.98% | 14,998 | -347 | -2.3% | -$17.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $844.68万 | 1.08% | 17,687 | 2,100 | 13.5% | $100.29万 | 加仓 |
| IWD | ISHARES TR | $896.51万 | 1.14% | 36,980 | 1,326 | 3.7% | $32.15万 | 加仓 |
| IWF | ISHARES TR | $918.37万 | 1.17% | 73,961 | 1,613 | 2.2% | $20.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $981.78万 | 1.25% | 12,865 | 60 | 0.5% | $4.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,011.40万 | 1.29% | 13,989 | -609 | -4.2% | -$44.03万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,103.15万 | 1.41% | 37,032 | 8,489 | 29.7% | $252.88万 | 加仓 |
| — | EXXON MOBIL CORP | $1,117.31万 | 1.43% | 81,723 | -96 | -0.1% | -$1.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,159.08万 | 1.48% | 35,410 | -377 | -1.1% | -$12.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,173.63万 | 1.50% | 12,546 | 68 | 0.5% | $6.36万 | 加仓 |
| AVGO | BROADCOM INC | $1,182.20万 | 1.51% | 31,296 | 635 | 2.1% | $23.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,285.73万 | 1.64% | 17,217 | -227 | -1.3% | -$16.95万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,308.24万 | 1.67% | 142,061 | -869 | -0.6% | -$8.00万 | 减仓 |
| LLY | ELI LILLY & CO | $1,367.55万 | 1.75% | 11,402 | 374 | 3.4% | $44.86万 | 加仓 |
| V | VISA INC | $1,489.83万 | 1.90% | 43,424 | 33 | 0.1% | $1.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,513.82万 | 1.93% | 20,557 | -548 | -2.6% | -$40.35万 | 减仓 |
| GOOG | ALPHABET INC | $1,524.00万 | 1.95% | 43,133 | -57 | -0.1% | -$2.01万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,621.51万 | 2.07% | 89,631 | -3,481 | -3.7% | -$62.97万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,681.44万 | 2.15% | 226,183 | -222 | -0.1% | -$1.65万 | 减仓 |
| META | META PLATFORMS INC | $1,790.62万 | 2.29% | 31,789 | -708 | -2.2% | -$39.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,837.18万 | 2.35% | 49,252 | -1,329 | -2.6% | -$49.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,368.35万 | 3.02% | 69,449 | -523 | -0.7% | -$17.84万 | 减仓 |
| AMZN | AMAZON COM INC | $2,533.20万 | 3.23% | 106,285 | -602 | -0.6% | -$14.35万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,195.47万 | 4.08% | 55,008 | 1,865 | 3.5% | $108.34万 | 加仓 |
| GOOGL | ALPHABET INC | $4,769.07万 | 6.09% | 133,449 | -397 | -0.3% | -$14.19万 | 减仓 |
| AAPL | APPLE INC | $7,845.39万 | 10.02% | 271,129 | -4,336 | -1.6% | -$125.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.07亿 | 13.61% | 532,703 | -9,796 | -1.8% | -$196.01万 | 减仓 |