CDM FINANCIAL COUNSELING SERVICES, INC.
NORWICH CT · SEC CIK 0002107537
$1.16亿2026Q2 申报市值
77持仓数
52.2%前十大占比 · 第一大 12.0%
1 / 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
VTI 加仓+$36.26万
STXF 新建仓+$20.62万
VOOG 重新持有+$19.25万
BRK/B 加仓+$16.91万
VIG 加仓+$14.20万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$45.08万
SPY 减仓-$43.61万
ASML 减仓-$40.68万
AMD 减仓-$37.76万
PEP 清仓-$33.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,388.39万 | 11.96% | 18,592 | -584 | -3.0% | -$43.61万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,221.20万 | 10.52% | 64,098 | -2,366 | -3.6% | -$45.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $730.20万 | 6.29% | 19,733 | 980 | 5.2% | $36.26万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $613.43万 | 5.29% | 25,926 | 600 | 2.4% | $14.20万 | 加仓 |
| MGK | VANGUARD WORLD FD | $414.17万 | 3.57% | 47,114 | -2,361 | -4.8% | -$20.75万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $375.59万 | 3.24% | 23,768 | 30 | 0.1% | $4,741 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $360.57万 | 3.11% | 33,659 | -2,335 | -6.5% | -$25.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $340.32万 | 2.93% | 9,123 | -357 | -3.8% | -$13.32万 | 减仓 |
| SOXX | ISHARES TR | $333.83万 | 2.88% | 5,210 | -77 | -1.5% | -$4.93万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $274.45万 | 2.36% | 31,861 | -497 | -1.5% | -$4.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $257.30万 | 2.22% | 3,747 | -201 | -5.1% | -$13.80万 | 减仓 |
| IVV | ISHARES TR | $239.49万 | 2.06% | 3,198 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $235.32万 | 2.03% | 20,065 | -1,849 | -8.4% | -$21.69万 | 减仓 |
| CAT | CATERPILLAR INC | $228.45万 | 1.97% | 2,145 | -205 | -8.7% | -$21.83万 | 减仓 |
| RTX | RTX CORPORATION | $185.48万 | 1.60% | 9,777 | 4 | 0.0% | $759 | 加仓 |
| V | VISA INC | $182.07万 | 1.57% | 5,306 | -78 | -1.4% | -$2.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $180.39万 | 1.55% | 3,605 | 338 | 10.3% | $16.91万 | 加仓 |
| GOOG | ALPHABET INC | $180.29万 | 1.55% | 5,102 | -694 | -12.0% | -$24.52万 | 减仓 |
| SMH | VANECK ETF TRUST | $176.41万 | 1.52% | 2,690 | -25 | -0.9% | -$1.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $169.32万 | 1.46% | 2,300 | -35 | -1.5% | -$2.58万 | 减仓 |
| AAPL | APPLE INC | $164.79万 | 1.42% | 5,696 | -700 | -10.9% | -$20.25万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $155.25万 | 1.34% | 4,189 | -668 | -13.8% | -$24.76万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $152.81万 | 1.32% | 33,703 | 912 | 2.8% | $4.14万 | 加仓 |
| AMZN | AMAZON COM INC | $151.56万 | 1.31% | 6,359 | -287 | -4.3% | -$6.84万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $134.72万 | 1.16% | 7,447 | 20 | 0.3% | $3,618 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $122.16万 | 1.05% | 4,032 | -631 | -13.5% | -$19.12万 | 减仓 |
| GOOGL | ALPHABET INC | $121.58万 | 1.05% | 3,402 | -280 | -7.6% | -$10.01万 | 减仓 |
| UNP | UNION PAC CORP | $94.47万 | 0.81% | 3,473 | 50 | 1.5% | $1.36万 | 加仓 |
| HD | HOME DEPOT INC | $83.05万 | 0.72% | 2,357 | -79 | -3.2% | -$2.78万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $82.06万 | 0.71% | 13,610 | 308 | 2.3% | $1.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $80.96万 | 0.70% | 3,805 | -353 | -8.5% | -$7.51万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $80.24万 | 0.69% | 1,141 | -1 | -0.1% | -$703 | 减仓 |
| ASML | ASML HLDG NV | $79.36万 | 0.68% | 398 | -204 | -33.9% | -$40.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $76.37万 | 0.66% | 24,085 | -690 | -2.8% | -$2.19万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.65% | 1 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $74.74万 | 0.64% | 1,455 | -162 | -10.0% | -$8.32万 | 减仓 |
| DGRW | WISDOMTREE TR | $66.38万 | 0.57% | 6,942 | -50 | -0.7% | -$4,781 | 减仓 |
| MCD | MCDONALDS CORP | $64.47万 | 0.56% | 2,385 | -426 | -15.2% | -$11.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $63.31万 | 0.55% | 1,934 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $62.99万 | 0.54% | 2,002 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $61.76万 | 0.53% | 3,893 | 1 | 0.0% | $159 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $60.11万 | 0.52% | 2,367 | -575 | -19.5% | -$14.60万 | 减仓 |
| DE | DEERE & CO | $58.58万 | 0.50% | 924 | 93 | 11.2% | $5.90万 | 加仓 |
| LLY | ELI LILLY & CO | $57.93万 | 0.50% | 483 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $56.23万 | 0.48% | 6,919 | -380 | -5.2% | -$3.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $56.09万 | 0.48% | 2,803 | -495 | -15.0% | -$9.90万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $54.21万 | 0.47% | 1,603 | -300 | -15.8% | -$10.14万 | 减仓 |
| PLD | PROLOGIS INC. | $53.97万 | 0.47% | 3,984 | 118 | 3.1% | $1.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $52.89万 | 0.46% | 5,176 | 117 | 2.3% | $1.20万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $52.78万 | 0.45% | 1,053 | 17 | 1.6% | $8,521 | 加仓 |
| YUM | YUM BRANDS INC | $52.37万 | 0.45% | 3,276 | -284 | -8.0% | -$4.54万 | 减仓 |
| CSX | CSX CORP | $52.30万 | 0.45% | 11,003 | -4,500 | -29.0% | -$21.39万 | 减仓 |
| META | META PLATFORMS INC | $51.32万 | 0.44% | 911 | -270 | -22.9% | -$15.21万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $50.93万 | 0.44% | 7,850 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $48.70万 | 0.42% | 2,050 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $45.93万 | 0.40% | 2,197 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $45.71万 | 0.39% | 5,918 | -975 | -14.1% | -$7.53万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.89万 | 0.38% | 434 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $41.35万 | 0.36% | 14,280 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $39.80万 | 0.34% | 6,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $37.84万 | 0.33% | 3,341 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $37.04万 | 0.32% | 396 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $36.75万 | 0.32% | 1,004 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $35.85万 | 0.31% | 1,456 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $35.07万 | 0.30% | 1,145 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $33.64万 | 0.29% | 3,500 | -2,000 | -36.4% | -$19.22万 | 减仓 |
| EFA | ISHARES TR | $30.90万 | 0.27% | 2,975 | -81 | -2.7% | -$8,414 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.80万 | 0.26% | 585 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.43万 | 0.25% | 3,353 | 14 | 0.4% | $1,229 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.86万 | 0.23% | 2,181 | -861 | -28.3% | -$10.60万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $26.34万 | 0.23% | 743 | -3 | -0.4% | -$1,063 | 减仓 |
| AMLP | ALPS ETF TR | $24.59万 | 0.21% | 4,743 | -81 | -1.7% | -$4,200 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.43万 | 0.20% | 8,459 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $22.97万 | 0.20% | 2,780 | 2,330 | 517.8% | $19.25万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.95万 | 0.20% | 1,025 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $21.49万 | 0.19% | 370 | -650 | -63.7% | -$37.76万 | 减仓 |
| STXF | EA SERIES TRUST | $20.62万 | 0.18% | 4,270 | 4,270 | — | $20.62万 | 新建仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,176 | -100.0% | -$33.80万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,086 | -100.0% | -$24.54万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -350 | -100.0% | -$23.84万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,331 | -100.0% | -$21.53万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,419 | -100.0% | -$20.49万 | 清仓 |