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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -4,849 | -100.0% | -$84.67万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -33,711 | -100.0% | -$66.68万 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | -48,298 | -100.0% | -$65.20万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -1,357 | -100.0% | -$64.40万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,892 | -100.0% | -$35.32万 | 清仓 |
| FIP | FTAI INFRASTRUCTURE INC | $5.68万 | 0.01% | 12,241 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $20.14万 | 0.03% | 1,148 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $20.45万 | 0.03% | 1,396 | 2 | 0.1% | $293 | 加仓 |
| ACWV | ISHARES INC | $20.54万 | 0.03% | 1,708 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $20.65万 | 0.03% | 1,156 | 1,156 | — | $20.65万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.65万 | 0.03% | 1,745 | -470 | -21.2% | -$5.56万 | 重新持有 |
| T | AT&T INC | $20.75万 | 0.03% | 10,024 | -3,418 | -25.4% | -$7.08万 | 减仓 |
| EMR | EMERSON ELEC CO | $20.76万 | 0.03% | 1,450 | 1,450 | — | $20.76万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $20.82万 | 0.03% | 1,137 | 1,137 | — | $20.82万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $21.37万 | 0.03% | 3,112 | 0 | 0.0% | — | 重新持有 |
| B | BARRICK MNG CORP | $22.04万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.60万 | 0.03% | 1,937 | -672 | -25.8% | -$7.84万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.05万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $23.42万 | 0.03% | 3,020 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.75万 | 0.03% | 9,862 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $23.86万 | 0.03% | 4,248 | -56 | -1.3% | -$3,145 | 减仓 |
| FLOT | ISHARES TR | $24.76万 | 0.03% | 4,850 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $25.64万 | 0.03% | 693 | 7 | 1.0% | $2,590 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $25.65万 | 0.03% | 2,197 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $25.92万 | 0.03% | 4,739 | -1,914 | -28.8% | -$10.47万 | 减仓 |
| DIS | DISNEY WALT CO | $26.33万 | 0.03% | 2,736 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $26.89万 | 0.03% | 5,657 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $27.09万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $29.52万 | 0.04% | 307 | -12 | -3.8% | -$1.15万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $30.12万 | 0.04% | 4,103 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $30.58万 | 0.04% | 6,655 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $32.26万 | 0.04% | 2,100 | 2,100 | — | $32.26万 | 新建仓 |
| IYJ | ISHARES TR | $32.71万 | 0.04% | 1,963 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $32.72万 | 0.04% | 3,202 | -982 | -23.5% | -$10.04万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.81万 | 0.04% | 1,465 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $34.05万 | 0.04% | 911 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $34.33万 | 0.04% | 264,039 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $34.64万 | 0.04% | 1,153 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $36.95万 | 0.05% | 5,899 | -7,227 | -55.1% | -$45.26万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.28万 | 0.05% | 771 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $41.18万 | 0.05% | 4,538 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $41.31万 | 0.05% | 18,556 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $41.67万 | 0.05% | 1,890 | -343 | -15.4% | -$7.56万 | 减仓 |
| PEP | PEPSICO INC | $41.74万 | 0.05% | 3,083 | -4,602 | -59.9% | -$62.31万 | 减仓 |
| IVV | ISHARES TR | $44.26万 | 0.06% | 591 | -92 | -13.5% | -$6.89万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $44.56万 | 0.06% | 13,937 | -3,222 | -18.8% | -$10.30万 | 减仓 |
| BAC | BANK OF AMER CORP | $45.94万 | 0.06% | 8,062 | 434 | 5.7% | $2.47万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.09万 | 0.06% | 14,144 | -10,635 | -42.9% | -$35.40万 | 减仓 |
| IGSB | ISHARES TR | $47.54万 | 0.06% | 9,070 | 785 | 9.5% | $4.11万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $47.99万 | 0.06% | 6,571 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $48.00万 | 0.06% | 11,337 | -2,075 | -15.5% | -$8.79万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $48.71万 | 0.06% | 498 | -45 | -8.3% | -$4.40万 | 减仓 |
| IJH | ISHARES TR | $50.09万 | 0.06% | 6,496 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $51.84万 | 0.07% | 3,317 | -65 | -1.9% | -$1.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.99万 | 0.07% | 2,047 | -406 | -16.6% | -$10.31万 | 减仓 |
| IYR | ISHARES TR | $52.33万 | 0.07% | 5,118 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $52.56万 | 0.07% | 4,122 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $53.05万 | 0.07% | 3,577 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $53.22万 | 0.07% | 11,292 | -19,723 | -63.6% | -$92.95万 | 减仓 |
| HDV | ISHARES TR | $57.04万 | 0.07% | 20,810 | -2,735 | -11.6% | -$7.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $57.13万 | 0.07% | 3,896 | -4,759 | -55.0% | -$69.79万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.40万 | 0.07% | 2,041 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $60.36万 | 0.08% | 4,313 | -300 | -6.5% | -$4.20万 | 减仓 |
| IYH | ISHARES TR | $67.41万 | 0.09% | 10,060 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $69.26万 | 0.09% | 57,144 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $71.70万 | 0.09% | 1,839 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $72.17万 | 0.09% | 3,905 | -117 | -2.9% | -$2.16万 | 减仓 |
| AMGN | AMGEN INC | $75.10万 | 0.10% | 2,074 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $76.88万 | 0.10% | 3,010 | 3,010 | — | $76.88万 | 新建仓 |
| QXO | QXO INC | $80.65万 | 0.10% | 46,674 | 1,615 | 3.6% | $2.79万 | 加仓 |
| COP | CONOCOPHILLIPS | $86.78万 | 0.11% | 8,348 | -370 | -4.2% | -$3.85万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $91.00万 | 0.12% | 4,069 | 9 | 0.2% | $2,013 | 加仓 |
| SNDK | SANDISK CORP | $95.72万 | 0.12% | 421 | 421 | — | $95.72万 | 新建仓 |
| OKE | ONEOK INC NEW | $96.80万 | 0.12% | 11,134 | -6,888 | -38.2% | -$59.88万 | 减仓 |
| MRK | MERCK & CO INC | $103.71万 | 0.13% | 8,071 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $106.24万 | 0.14% | 9,045 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $116.46万 | 0.15% | 21,904 | -1,787 | -7.5% | -$9.50万 | 减仓 |
| UNP | UNION PAC CORP | $128.17万 | 0.16% | 4,712 | -51 | -1.1% | -$1.39万 | 减仓 |
| ENB | ENBRIDGE INC | $142.38万 | 0.18% | 26,264 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $146.21万 | 0.19% | 6,750 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $148.46万 | 0.19% | 3,426 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $149.94万 | 0.19% | 10,902 | -188 | -1.7% | -$2.59万 | 减仓 |
| VICR | VICOR CORP | $151.46万 | 0.19% | 3,988 | 333 | 9.1% | $12.65万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $158.90万 | 0.20% | 42,260 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $162.68万 | 0.21% | 9,623 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $163.16万 | 0.21% | 5,474 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $165.34万 | 0.21% | 6,166 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $197.84万 | 0.25% | 19,045 | 5,277 | 38.3% | $54.82万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $203.56万 | 0.26% | 4,718 | 1,772 | 60.1% | $76.45万 | 加仓 |
| TSLA | TESLA INC | $210.59万 | 0.27% | 5,007 | 170 | 3.5% | $7.15万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $218.29万 | 0.28% | 49,883 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $221.09万 | 0.28% | 15,834 | 4,245 | 36.6% | $59.27万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $228.52万 | 0.29% | 8,447 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $240.08万 | 0.31% | 23,352 | -175 | -0.7% | -$1.80万 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP | $243.12万 | 0.31% | 92,125 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $263.22万 | 0.34% | 46,729 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $272.36万 | 0.35% | 47,088 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $276.21万 | 0.35% | 6,745 | -72 | -1.1% | -$2.95万 | 减仓 |
| MCD | MCDONALDS CORP | $284.28万 | 0.36% | 10,517 | -5,206 | -33.1% | -$140.72万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $289.06万 | 0.37% | 10,629 | 10,629 | — | $289.06万 | 新建仓 |