CDM FINANCIAL COUNSELING SERVICES, INC.
NORWICH CT · SEC CIK 0002107537
$1.05亿2026Q1 申报市值
80持仓数
50.1%前十大占比 · 第一大 11.9%
1 / 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
VUG 加仓+$24.28万
CW 新建仓+$23.84万
RSP 加仓+$23.03万
VOO 加仓+$22.52万
MSFT 加仓+$22.43万
2026Q1 卖出最多 按季末市值估算
ABT 清仓-$22.16万
SPY 减仓-$16.32万
VYM 减仓-$13.60万
SCHD 减仓-$7.64万
XLV 减仓-$7.33万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,769 | -100.0% | -$22.16万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$12.29万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $20.49万 | 0.20% | 1,419 | -129 | -8.3% | -$1.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.75万 | 0.20% | 1,020 | 15 | 1.5% | $3,051 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.82万 | 0.20% | 1,025 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $20.94万 | 0.20% | 8,459 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $21.53万 | 0.21% | 1,331 | -3 | -0.2% | -$485 | 减仓 |
| CW | CURTISS WRIGHT CORP | $23.84万 | 0.23% | 350 | 350 | — | $23.84万 | 新建仓 |
| — | HONEYWELL INTL INC | $24.54万 | 0.23% | 1,086 | 56 | 5.4% | $1.27万 | 加仓 |
| AMLP | ALPS ETF TR | $25.39万 | 0.24% | 4,824 | -300 | -5.9% | -$1.58万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $25.61万 | 0.25% | 746 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $29.47万 | 0.28% | 1,145 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $29.68万 | 0.28% | 3,056 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $29.96万 | 0.29% | 1,456 | 20 | 1.4% | $4,116 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.38万 | 0.29% | 1,004 | 1 | 0.1% | $303 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.01万 | 0.30% | 3,339 | -97 | -2.8% | -$9,009 | 减仓 |
| PEP | PEPSICO INC | $33.80万 | 0.32% | 2,176 | -155 | -6.6% | -$2.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.36万 | 0.34% | 585 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $35.46万 | 0.34% | 6,500 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $35.84万 | 0.34% | 14,280 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $36.16万 | 0.35% | 2,197 | 77 | 3.6% | $1.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.72万 | 0.35% | 434 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $39.46万 | 0.38% | 396 | 22 | 5.9% | $2.19万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $41.30万 | 0.40% | 5,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $41.52万 | 0.40% | 3,341 | -275 | -7.6% | -$3.42万 | 减仓 |
| LLY | ELI LILLY & CO | $44.42万 | 0.43% | 483 | 11 | 2.3% | $1.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $45.32万 | 0.43% | 5,059 | -230 | -4.3% | -$2.06万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $46.16万 | 0.44% | 7,850 | -250 | -3.1% | -$1.47万 | 减仓 |
| DE | DEERE & CO | $46.83万 | 0.45% | 831 | 5 | 0.6% | $2,818 | 加仓 |
| GRMN | GARMIN LTD | $47.56万 | 0.46% | 2,050 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $47.85万 | 0.46% | 3,042 | 114 | 3.9% | $1.79万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $48.50万 | 0.46% | 6,893 | -99 | -1.4% | -$6,966 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.91万 | 0.49% | 1,036 | 54 | 5.5% | $2.65万 | 加仓 |
| PLD | PROLOGIS INC. | $51.10万 | 0.49% | 3,866 | 178 | 4.8% | $2.35万 | 加仓 |
| YUM | YUM BRANDS INC | $55.34万 | 0.53% | 3,560 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $55.51万 | 0.53% | 7,299 | -464 | -6.0% | -$3.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $56.87万 | 0.54% | 1,934 | 64 | 3.4% | $1.88万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $57.06万 | 0.55% | 3,892 | -500 | -11.4% | -$7.33万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $57.45万 | 0.55% | 2,002 | -49 | -2.4% | -$1.41万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $57.55万 | 0.55% | 1,903 | 37 | 2.0% | $1.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $59.26万 | 0.57% | 3,298 | 360 | 12.3% | $6.47万 | 加仓 |
| DGRW | WISDOMTREE TR | $61.42万 | 0.59% | 6,992 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $63.64万 | 0.61% | 15,503 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $67.58万 | 0.65% | 1,181 | 160 | 15.7% | $9.16万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $70.44万 | 0.67% | 1,142 | -30 | -2.6% | -$1.85万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.69% | 1 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $71.91万 | 0.69% | 2,942 | 60 | 2.1% | $1.47万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $73.48万 | 0.70% | 13,302 | -442 | -3.2% | -$2.44万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $76.01万 | 0.73% | 24,775 | -2,489 | -9.1% | -$7.64万 | 减仓 |
| ASML | ASML HLDG NV | $79.63万 | 0.76% | 602 | -3 | -0.5% | -$3,968 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $79.79万 | 0.76% | 4,158 | 1,200 | 40.6% | $23.03万 | 加仓 |
| HD | HOME DEPOT INC | $80.08万 | 0.77% | 2,436 | -9 | -0.4% | -$2,959 | 减仓 |
| MA | MASTERCARD INCORPORATED | $80.79万 | 0.77% | 1,617 | 158 | 10.8% | $7.89万 | 加仓 |
| MCD | MCDONALDS CORP | $82.65万 | 0.79% | 2,811 | 1 | 0.0% | $294 | 加仓 |
| UNP | UNION PAC CORP | $83.05万 | 0.79% | 3,423 | 71 | 2.1% | $1.72万 | 加仓 |
| SMH | VANECK ETF TRUST | $105.64万 | 1.01% | 2,715 | 175 | 6.9% | $6.81万 | 加仓 |
| GOOGL | ALPHABET INC | $105.88万 | 1.01% | 3,682 | -94 | -2.5% | -$2.70万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $111.99万 | 1.07% | 4,663 | 443 | 10.5% | $10.64万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $122.79万 | 1.17% | 7,427 | 203 | 2.8% | $3.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $134.73万 | 1.29% | 2,335 | -68 | -2.8% | -$3.92万 | 减仓 |
| AMZN | AMAZON COM INC | $139.46万 | 1.33% | 6,646 | 559 | 9.2% | $11.73万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $150.48万 | 1.44% | 32,791 | 268 | 0.8% | $1.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $156.55万 | 1.50% | 3,267 | 22 | 0.7% | $1.05万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $158.84万 | 1.52% | 4,857 | 177 | 3.8% | $5.79万 | 加仓 |
| AAPL | APPLE INC | $162.29万 | 1.55% | 6,396 | 157 | 2.5% | $3.98万 | 加仓 |
| V | VISA INC | $162.74万 | 1.56% | 5,384 | 175 | 3.4% | $5.29万 | 加仓 |
| CAT | CATERPILLAR INC | $166.50万 | 1.59% | 2,350 | 15 | 0.6% | $1.06万 | 加仓 |
| GOOG | ALPHABET INC | $167.27万 | 1.60% | 5,796 | 209 | 3.7% | $6.03万 | 加仓 |
| SOXX | ISHARES TR | $173.76万 | 1.66% | 5,287 | 376 | 7.7% | $12.36万 | 加仓 |
| RTX | RTX CORPORATION | $188.53万 | 1.80% | 9,773 | -139 | -1.4% | -$2.68万 | 减仓 |
| IVV | ISHARES TR | $208.89万 | 2.00% | 3,198 | 209 | 7.0% | $13.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $235.53万 | 2.25% | 5,393 | 556 | 11.5% | $24.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $235.82万 | 2.26% | 3,948 | 377 | 10.6% | $22.52万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $239.92万 | 2.30% | 21,914 | 470 | 2.2% | $5.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $350.90万 | 3.36% | 9,480 | 606 | 6.8% | $22.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $351.56万 | 3.36% | 23,738 | -918 | -3.7% | -$13.60万 | 减仓 |
| MGK | VANGUARD WORLD FD | $363.60万 | 3.48% | 9,895 | 241 | 2.5% | $8.86万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $399.04万 | 3.82% | 35,994 | 296 | 0.8% | $3.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $544.67万 | 5.21% | 25,326 | 865 | 3.5% | $18.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $622.94万 | 5.96% | 18,753 | 321 | 1.7% | $10.66万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $883.28万 | 8.45% | 66,464 | -50 | -0.1% | -$6,645 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,247.10万 | 11.93% | 19,176 | -251 | -1.3% | -$16.32万 | 减仓 |