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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $51.14万 | 0.08% | 11,589 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $49.47万 | 0.07% | 2,041 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $48.61万 | 0.07% | 543 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $48.50万 | 0.07% | 4,122 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $48.40万 | 0.07% | 5,118 | -67 | -1.3% | -$6,336 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $48.35万 | 0.07% | 2,946 | -134 | -4.4% | -$2.20万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.60万 | 0.07% | 771 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $46.59万 | 0.07% | 4,538 | -405 | -8.2% | -$4.16万 | 减仓 |
| IVV | ISHARES TR | $44.61万 | 0.07% | 683 | -82 | -10.7% | -$5.36万 | 减仓 |
| IJR | ISHARES TR | $44.47万 | 0.07% | 3,577 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $44.14万 | 0.07% | 6,571 | -1,499 | -18.6% | -$10.07万 | 减仓 |
| IJH | ISHARES TR | $43.87万 | 0.07% | 6,496 | -1,643 | -20.2% | -$11.09万 | 减仓 |
| IGSB | ISHARES TR | $43.55万 | 0.07% | 8,285 | 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 |
| T | AT&T INC | $38.97万 | 0.06% | 13,442 | 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 |
| SBUX | STARBUCKS CORP | $37.48万 | 0.06% | 4,184 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $37.19万 | 0.06% | 7,628 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $35.32万 | 0.05% | 1,892 | -30,067 | -94.1% | -$561.26万 | 减仓 |
| — | PULMONX CORP | $34.06万 | 0.05% | 264,039 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $31.39万 | 0.05% | 2,900 | -600 | -17.1% | -$6.50万 | 减仓 |
| BLK | BLACKROCK INC | $30.68万 | 0.05% | 319 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $30.25万 | 0.05% | 6,653 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $30.21万 | 0.05% | 4,103 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.77万 | 0.04% | 1,465 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $28.96万 | 0.04% | 1,963 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.59万 | 0.04% | 1,153 | -46 | -3.8% | -$1.14万 | 减仓 |
| SHEL | SHELL PLC | $28.09万 | 0.04% | 3,020 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $27.69万 | 0.04% | 9,862 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $26.37万 | 0.04% | 2,736 | 4 | 0.1% | $385 | 加仓 |
| ALLY | ALLY FINL INC | $26.11万 | 0.04% | 6,655 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.85万 | 0.04% | 911 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $25.43万 | 0.04% | 2,197 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $24.71万 | 0.04% | 4,850 | 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 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.26万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $23.87万 | 0.04% | 1,148 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.22万 | 0.03% | 5,657 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $22.81万 | 0.03% | 2,152 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $22.00万 | 0.03% | 686 | -19 | -2.7% | -$6,094 | 减仓 |
| ORCL | ORACLE CORP | $20.51万 | 0.03% | 1,394 | 2 | 0.1% | $294 | 加仓 |
| ACWV | ISHARES INC | $20.41万 | 0.03% | 1,708 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $6.05万 | 0.01% | 12,241 | 0 | 0.0% | — | 不变 |
| 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 |