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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9,461.18万 | 14.18% | 542,499 | -3,753 | -0.7% | -$65.45万 | 减仓 |
| AAPL | APPLE INC | $6,991.03万 | 10.48% | 275,465 | -2,421 | -0.9% | -$61.44万 | 减仓 |
| GOOGL | ALPHABET INC | $3,848.88万 | 5.77% | 133,846 | 1,769 | 1.3% | $50.87万 | 加仓 |
| AMZN | AMAZON COM INC | $2,226.14万 | 3.34% | 106,887 | 153 | 0.1% | $3.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,872.34万 | 2.81% | 50,581 | -584 | -1.1% | -$21.62万 | 减仓 |
| META | META PLATFORMS INC | $1,859.23万 | 2.79% | 32,497 | 1,671 | 5.4% | $95.60万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,647.78万 | 2.47% | 226,405 | -453 | -0.2% | -$3.30万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,539.51万 | 2.31% | 93,112 | 3,481 | 3.9% | $57.55万 | 加仓 |
| — | EXXON MOBIL CORP | $1,388.14万 | 2.08% | 81,819 | -387 | -0.5% | -$6.57万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,319.39万 | 1.98% | 142,930 | -1,141 | -0.8% | -$10.53万 | 减仓 |
| V | VISA INC | $1,311.44万 | 1.97% | 43,391 | -1,756 | -3.9% | -$53.07万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,243.33万 | 1.86% | 12,478 | -120 | -1.0% | -$11.96万 | 减仓 |
| GOOG | ALPHABET INC | $1,238.95万 | 1.86% | 43,190 | -680 | -1.6% | -$19.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,218.14万 | 1.83% | 21,105 | 2,212 | 11.7% | $127.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,134.47万 | 1.70% | 17,444 | 471 | 2.8% | $30.63万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,121.79万 | 1.68% | 69,972 | -3,471 | -4.7% | -$55.65万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,081.09万 | 1.62% | 53,143 | 8,014 | 17.8% | $163.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,052.72万 | 1.58% | 35,787 | 207 | 0.6% | $6.09万 | 加仓 |
| LLY | ELI LILLY & CO | $1,014.29万 | 1.52% | 11,028 | 1,112 | 11.2% | $102.28万 | 加仓 |
| AVGO | BROADCOM INC | $948.98万 | 1.42% | 30,661 | 3,877 | 14.5% | $120.00万 | 加仓 |
| IWF | ISHARES TR | $771.23万 | 1.16% | 18,087 | 91 | 0.5% | $3.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $766.75万 | 1.15% | 15,345 | -810 | -5.0% | -$40.47万 | 减仓 |
| IWD | ISHARES TR | $761.82万 | 1.14% | 35,654 | -841 | -2.3% | -$17.97万 | 减仓 |
| WMT | WALMART INC | $715.64万 | 1.07% | 57,583 | 892 | 1.6% | $11.09万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $695.01万 | 1.04% | 183,670 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $655.23万 | 0.98% | 68,147 | -5,251 | -7.2% | -$50.49万 | 减仓 |
| TJX | TJX COS INC NEW | $654.17万 | 0.98% | 40,963 | -206 | -0.5% | -$3.29万 | 减仓 |
| IWR | ISHARES TR | $608.20万 | 0.91% | 62,553 | -1,005 | -1.6% | -$9.77万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $596.62万 | 0.89% | 18,613 | 98 | 0.5% | $3.14万 | 加仓 |
| HD | HOME DEPOT INC | $592.95万 | 0.89% | 18,029 | -946 | -5.0% | -$31.11万 | 减仓 |
| ABBV | ABBVIE INC | $576.85万 | 0.86% | 26,523 | 480 | 1.8% | $10.44万 | 加仓 |
| MO | ALTRIA GROUP INC | $547.86万 | 0.82% | 83,022 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $546.90万 | 0.82% | 58,971 | 213 | 0.4% | $1.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $526.76万 | 0.79% | 15,587 | 14,280 | 1,092.6% | $482.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $504.20万 | 0.76% | 8,438 | -36 | -0.4% | -$2.15万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $499.92万 | 0.75% | 12,805 | -1,474 | -10.3% | -$57.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $498.94万 | 0.75% | 14,598 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $488.65万 | 0.73% | 15,723 | -284 | -1.8% | -$8.83万 | 减仓 |
| KO | COCA COLA CO | $437.06万 | 0.66% | 57,471 | -1,075 | -1.8% | -$8.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $434.73万 | 0.65% | 9,072 | -629 | -6.5% | -$30.14万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $420.12万 | 0.63% | 142,656 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $392.70万 | 0.59% | 20,473 | 1,026 | 5.3% | $19.68万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $379.71万 | 0.57% | 4,488 | -61 | -1.3% | -$5.16万 | 减仓 |
| ET | ENERGY TRANSFER L P | $364.50万 | 0.55% | 188,858 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $359.47万 | 0.54% | 17,374 | 68 | 0.4% | $1.41万 | 加仓 |
| RY | ROYAL BK CDA | $346.23万 | 0.52% | 21,401 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $339.21万 | 0.51% | 4,788 | -100 | -2.0% | -$7.08万 | 减仓 |
| KKR | KKR & CO INC | $300.35万 | 0.45% | 32,470 | -3,544 | -9.8% | -$32.78万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $291.36万 | 0.44% | 60,298 | 119 | 0.2% | $5,750 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $282.72万 | 0.42% | 28,543 | 28,543 | — | $282.72万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $271.42万 | 0.41% | 47,088 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $266.68万 | 0.40% | 46,729 | 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 |
| USAC | USA COMPRESSION PARTNERS LP | $249.84万 | 0.37% | 92,125 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $246.24万 | 0.37% | 14,963 | 78 | 0.5% | $1.28万 | 加仓 |
| IWB | ISHARES TR | $243.07万 | 0.36% | 6,817 | -457 | -6.3% | -$16.29万 | 减仓 |
| PWR | QUANTA SVCS INC | $233.22万 | 0.35% | 4,248 | -2 | -0.0% | -$1,098 | 减仓 |
| ESGD | ISHARES TR | $224.97万 | 0.34% | 23,527 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $206.95万 | 0.31% | 8,447 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $205.37万 | 0.31% | 49,883 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $179.82万 | 0.27% | 4,837 | 70 | 1.5% | $2.60万 | 加仓 |
| PSX | PHILLIPS 66 | $175.31万 | 0.26% | 9,623 | -1,000 | -9.4% | -$18.22万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $175.08万 | 0.26% | 31,015 | -252 | -0.8% | -$1.42万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $164.26万 | 0.25% | 42,260 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $162.90万 | 0.24% | 18,022 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $154.60万 | 0.23% | 6,166 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $150.77万 | 0.23% | 23,691 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $142.19万 | 0.21% | 26,264 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $133.73万 | 0.20% | 13,768 | 1,660 | 13.7% | $16.12万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $131.90万 | 0.20% | 6,750 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $125.44万 | 0.19% | 11,090 | 68 | 0.6% | $7,691 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $125.24万 | 0.19% | 13,126 | -372 | -2.8% | -$3.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $125.01万 | 0.19% | 8,655 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $119.34万 | 0.18% | 7,685 | 3,557 | 86.2% | $55.24万 | 加仓 |
| UNP | UNION PAC CORP | $115.56万 | 0.17% | 4,763 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $115.07万 | 0.17% | 8,718 | -1,139 | -11.6% | -$15.03万 | 减仓 |
| TXN | TEXAS INSTRS INC | $106.27万 | 0.16% | 5,474 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $97.09万 | 0.15% | 8,071 | -100 | -1.2% | -$1.20万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $95.20万 | 0.14% | 24,779 | -165 | -0.7% | -$6,339 | 减仓 |
| QXO | QXO INC | $87.50万 | 0.13% | 45,059 | 7,519 | 20.0% | $14.60万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $87.03万 | 0.13% | 1,839 | -92 | -4.8% | -$4.35万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $84.67万 | 0.13% | 4,849 | -420 | -8.0% | -$7.33万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $75.74万 | 0.11% | 4,060 | -90 | -2.2% | -$1.68万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $73.20万 | 0.11% | 3,426 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $72.97万 | 0.11% | 2,074 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $70.18万 | 0.11% | 9,045 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $67.33万 | 0.10% | 13,412 | -442 | -3.2% | -$2.22万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $66.68万 | 0.10% | 33,711 | -4,064 | -10.8% | -$8.04万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $65.72万 | 0.10% | 57,144 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $65.20万 | 0.10% | 48,298 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $64.40万 | 0.10% | 1,357 | 1,357 | — | $64.40万 | 新建仓 |
| HDV | ISHARES TR | $63.91万 | 0.10% | 4,709 | 1,762 | 59.8% | $23.91万 | 加仓 |
| IYH | ISHARES TR | $62.01万 | 0.09% | 10,060 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $59.96万 | 0.09% | 2,453 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $58.85万 | 0.09% | 3,655 | 3,655 | — | $58.85万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $57.53万 | 0.09% | 17,159 | -733 | -4.1% | -$2.46万 | 减仓 |
| LOW | LOWES COS INC | $52.76万 | 0.08% | 2,233 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $52.32万 | 0.08% | 4,613 | 750 | 19.4% | $8.51万 | 加仓 |
| QCOM | QUALCOMM INC | $51.80万 | 0.08% | 4,022 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $51.21万 | 0.08% | 3,382 | 689 | 25.6% | $10.43万 | 加仓 |