CFM WEALTH PARTNERS LLC
AUSTIN TX · SEC CIK 0001801097
$6.67亿2026Q1 申报市值
143持仓数
48.2%前十大占比 · 第一大 14.2%
3 / 2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
TSM 加仓+$482.59万
MRVL 新建仓+$282.72万
AMD 加仓+$163.03万
QQQ 加仓+$127.67万
AVGO 加仓+$120.00万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$561.26万
NOW 清仓-$491.28万
NVDA 减仓-$65.45万
PLTR 减仓-$65.26万
AAPL 减仓-$61.44万
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -32,070 | -100.0% | -$491.28万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,302 | -100.0% | -$20.07万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIP | FTAI INFRASTRUCTURE INC | $6.05万 | 0.01% | 12,241 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $20.41万 | 0.03% | 1,708 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $20.51万 | 0.03% | 1,394 | 2 | 0.1% | $294 | 加仓 |
| VTI | VANGUARD INDEX FDS | $22.00万 | 0.03% | 686 | -19 | -2.7% | -$6,094 | 减仓 |
| NOBL | PROSHARES TR | $22.81万 | 0.03% | 2,152 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.22万 | 0.03% | 5,657 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $23.87万 | 0.04% | 1,148 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.26万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $24.47万 | 0.04% | 6,000 | -1,500 | -20.0% | -$6.12万 | 减仓 |
| FLOT | ISHARES TR | $24.71万 | 0.04% | 4,850 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $25.43万 | 0.04% | 2,197 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.85万 | 0.04% | 911 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $26.11万 | 0.04% | 6,655 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $26.37万 | 0.04% | 2,736 | 4 | 0.1% | $385 | 加仓 |
| PFE | PFIZER INC | $27.69万 | 0.04% | 9,862 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $28.09万 | 0.04% | 3,020 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.59万 | 0.04% | 1,153 | -46 | -3.8% | -$1.14万 | 减仓 |
| IYJ | ISHARES TR | $28.96万 | 0.04% | 1,963 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.77万 | 0.04% | 1,465 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $30.21万 | 0.05% | 4,103 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $30.25万 | 0.05% | 6,653 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $30.68万 | 0.05% | 319 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $31.39万 | 0.05% | 2,900 | -600 | -17.1% | -$6.50万 | 减仓 |
| — | PULMONX CORP | $34.06万 | 0.05% | 264,039 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $35.32万 | 0.05% | 1,892 | -30,067 | -94.1% | -$561.26万 | 减仓 |
| BAC | BANK AMERICA CORP | $37.19万 | 0.06% | 7,628 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $37.48万 | 0.06% | 4,184 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.16万 | 0.06% | 2,609 | -4,461 | -63.1% | -$65.26万 | 减仓 |
| T | AT&T INC | $38.97万 | 0.06% | 13,442 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $41.44万 | 0.06% | 18,556 | -495 | -2.6% | -$1.11万 | 减仓 |
| IGSB | ISHARES TR | $43.55万 | 0.07% | 8,285 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $43.87万 | 0.07% | 6,496 | -1,643 | -20.2% | -$11.09万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $44.14万 | 0.07% | 6,571 | -1,499 | -18.6% | -$10.07万 | 减仓 |
| IJR | ISHARES TR | $44.47万 | 0.07% | 3,577 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $44.61万 | 0.07% | 683 | -82 | -10.7% | -$5.36万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $46.59万 | 0.07% | 4,538 | -405 | -8.2% | -$4.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.60万 | 0.07% | 771 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $48.35万 | 0.07% | 2,946 | -134 | -4.4% | -$2.20万 | 减仓 |
| IYR | ISHARES TR | $48.40万 | 0.07% | 5,118 | -67 | -1.3% | -$6,336 | 减仓 |
| IYF | ISHARES TR | $48.50万 | 0.07% | 4,122 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $48.61万 | 0.07% | 543 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $49.47万 | 0.07% | 2,041 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $51.14万 | 0.08% | 11,589 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $51.21万 | 0.08% | 3,382 | 689 | 25.6% | $10.43万 | 加仓 |
| QCOM | QUALCOMM INC | $51.80万 | 0.08% | 4,022 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $52.32万 | 0.08% | 4,613 | 750 | 19.4% | $8.51万 | 加仓 |
| LOW | LOWES COS INC | $52.76万 | 0.08% | 2,233 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $57.53万 | 0.09% | 17,159 | -733 | -4.1% | -$2.46万 | 减仓 |
| VICR | VICOR CORP | $58.85万 | 0.09% | 3,655 | 3,655 | — | $58.85万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $59.96万 | 0.09% | 2,453 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $62.01万 | 0.09% | 10,060 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $63.91万 | 0.10% | 4,709 | 1,762 | 59.8% | $23.91万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $64.40万 | 0.10% | 1,357 | 1,357 | — | $64.40万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $65.20万 | 0.10% | 48,298 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $65.72万 | 0.10% | 57,144 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $66.68万 | 0.10% | 33,711 | -4,064 | -10.8% | -$8.04万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.33万 | 0.10% | 13,412 | -442 | -3.2% | -$2.22万 | 减仓 |
| CSCO | CISCO SYS INC | $70.18万 | 0.11% | 9,045 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $72.97万 | 0.11% | 2,074 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $73.20万 | 0.11% | 3,426 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $75.74万 | 0.11% | 4,060 | -90 | -2.2% | -$1.68万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $84.67万 | 0.13% | 4,849 | -420 | -8.0% | -$7.33万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $87.03万 | 0.13% | 1,839 | -92 | -4.8% | -$4.35万 | 减仓 |
| QXO | QXO INC | $87.50万 | 0.13% | 45,059 | 7,519 | 20.0% | $14.60万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $95.20万 | 0.14% | 24,779 | -165 | -0.7% | -$6,339 | 减仓 |
| MRK | MERCK & CO INC | $97.09万 | 0.15% | 8,071 | -100 | -1.2% | -$1.20万 | 减仓 |
| TXN | TEXAS INSTRS INC | $106.27万 | 0.16% | 5,474 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $115.07万 | 0.17% | 8,718 | -1,139 | -11.6% | -$15.03万 | 减仓 |
| UNP | UNION PAC CORP | $115.56万 | 0.17% | 4,763 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $119.34万 | 0.18% | 7,685 | 3,557 | 86.2% | $55.24万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $125.01万 | 0.19% | 8,655 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $125.24万 | 0.19% | 13,126 | -372 | -2.8% | -$3.55万 | 减仓 |
| IVW | ISHARES TR | $125.44万 | 0.19% | 11,090 | 68 | 0.6% | $7,691 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $131.90万 | 0.20% | 6,750 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $133.73万 | 0.20% | 13,768 | 1,660 | 13.7% | $16.12万 | 加仓 |
| ENB | ENBRIDGE INC | $142.19万 | 0.21% | 26,264 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $150.77万 | 0.23% | 23,691 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $154.60万 | 0.23% | 6,166 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $162.90万 | 0.24% | 18,022 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $164.26万 | 0.25% | 42,260 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $175.08万 | 0.26% | 31,015 | -252 | -0.8% | -$1.42万 | 减仓 |
| PSX | PHILLIPS 66 | $175.31万 | 0.26% | 9,623 | -1,000 | -9.4% | -$18.22万 | 减仓 |
| TSLA | TESLA INC | $179.82万 | 0.27% | 4,837 | 70 | 1.5% | $2.60万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $205.37万 | 0.31% | 49,883 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $206.95万 | 0.31% | 8,447 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $224.97万 | 0.34% | 23,527 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $233.22万 | 0.35% | 4,248 | -2 | -0.0% | -$1,098 | 减仓 |
| IWB | ISHARES TR | $243.07万 | 0.36% | 6,817 | -457 | -6.3% | -$16.29万 | 减仓 |
| MS | MORGAN STANLEY | $246.24万 | 0.37% | 14,963 | 78 | 0.5% | $1.28万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $249.84万 | 0.37% | 92,125 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $262.83万 | 0.39% | 114,425 | 1,824 | 1.6% | $4.19万 | 加仓 |
| MPLX | MPLX LP | $266.68万 | 0.40% | 46,729 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $271.42万 | 0.41% | 47,088 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $282.72万 | 0.42% | 28,543 | 28,543 | — | $282.72万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $291.36万 | 0.44% | 60,298 | 119 | 0.2% | $5,750 | 加仓 |
| KKR | KKR & CO INC | $300.35万 | 0.45% | 32,470 | -3,544 | -9.8% | -$32.78万 | 减仓 |