Center for Wealth Management Advisory
MILFORD OH · SEC CIK 0002121390
$1.59亿2026Q2 申报市值
62持仓数
58.9%前十大占比 · 第一大 21.6%
4 / 6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
BAC 新建仓+$238.69万
PNC 新建仓+$213.68万
GILD 新建仓+$174.05万
MDT 加仓+$161.56万
NKE 重新持有+$115.49万
2026Q2 卖出最多 按季末市值估算
FDX 清仓-$241.60万
COP 清仓-$231.18万
EXXON MOBIL CORP 清仓-$218.04万
EOG 清仓-$185.60万
PFE 清仓-$168.83万
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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -6,783 | -100.0% | -$241.60万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -17,514 | -100.0% | -$231.18万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -12,852 | -100.0% | -$218.04万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -12,838 | -100.0% | -$185.60万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -60,124 | -100.0% | -$168.83万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -235 | -100.0% | -$20.34万 | 清仓 |
| IYK | ISHARES TR | $21.63万 | 0.14% | 2,977 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $23.80万 | 0.15% | 1,624 | 424 | 35.3% | $6.21万 | 重新持有 |
| HD | HOME DEPOT INC | $26.55万 | 0.17% | 753 | 4 | 0.5% | $1,410 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.26万 | 0.17% | 377 | 377 | — | $27.26万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.01万 | 0.18% | 3,150 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $30.04万 | 0.19% | 882 | 26 | 3.0% | $8,856 | 加仓 |
| META | META PLATFORMS INC | $30.56万 | 0.19% | 543 | 93 | 20.7% | $5.23万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.73万 | 0.19% | 2,634 | 522 | 24.7% | $6.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $33.07万 | 0.21% | 1,010 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $40.28万 | 0.25% | 3,893 | 14 | 0.4% | $1,448 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.09万 | 0.30% | 1,007 | 300 | 42.4% | $14.33万 | 加仓 |
| GOOGL | ALPHABET INC | $50.18万 | 0.31% | 1,404 | 326 | 30.2% | $11.65万 | 加仓 |
| IYW | ISHARES TR | $51.76万 | 0.32% | 2,052 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $52.95万 | 0.33% | 1,275 | 19 | 1.5% | $7,891 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $56.78万 | 0.36% | 31,756 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $80.85万 | 0.51% | 11,236 | -2,311 | -17.1% | -$16.63万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $84.77万 | 0.53% | 9,246 | -1,165 | -11.2% | -$10.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $85.60万 | 0.54% | 5,838 | 243 | 4.3% | $3.56万 | 加仓 |
| AMZN | AMAZON COM INC | $89.04万 | 0.56% | 3,736 | 202 | 5.7% | $4.81万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $97.94万 | 0.61% | 7,870 | 799 | 11.3% | $9.94万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $108.05万 | 0.68% | 1,860 | 156 | 9.2% | $9.06万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $109.55万 | 0.69% | 61,787 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $115.03万 | 0.72% | 10,427 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $117.14万 | 0.74% | 1,100 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $122.35万 | 0.77% | 4,862 | 39 | 0.8% | $9,814 | 加仓 |
| CMCSA | COMCAST CORP NEW | $127.57万 | 0.80% | 51,963 | 4,040 | 8.4% | $9.92万 | 加仓 |
| CME | CME GROUP INC | $133.66万 | 0.84% | 6,053 | 133 | 2.2% | $2.94万 | 加仓 |
| TSLA | TESLA INC | $140.48万 | 0.88% | 3,340 | 688 | 25.9% | $28.94万 | 加仓 |
| CRH | CRH PLC | $144.18万 | 0.91% | 13,475 | 728 | 5.7% | $7.79万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $156.30万 | 0.98% | 4,412 | 236 | 5.7% | $8.36万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $156.38万 | 0.98% | 17,233 | 787 | 4.8% | $7.14万 | 加仓 |
| PEP | PEPSICO INC | $156.80万 | 0.98% | 11,581 | 123 | 1.1% | $1.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $172.28万 | 1.08% | 7,693 | 742 | 10.7% | $16.62万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $174.05万 | 1.09% | 13,777 | 13,777 | — | $174.05万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $177.50万 | 1.11% | 8,871 | -291 | -3.2% | -$5.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $179.23万 | 1.13% | 16,672 | 764 | 4.8% | $8.21万 | 加仓 |
| MDT | MEDTRONIC PLC | $181.15万 | 1.14% | 23,156 | 20,652 | 824.8% | $161.56万 | 加仓 |
| CI | THE CIGNA GROUP | $182.86万 | 1.15% | 6,633 | 269 | 4.2% | $7.42万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $185.82万 | 1.17% | 3,647 | 268 | 7.9% | $13.66万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $186.03万 | 1.17% | 32,163 | 611 | 1.9% | $3.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $187.35万 | 1.18% | 44,250 | 187 | 0.4% | $7,918 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $193.09万 | 1.21% | 4,993 | -372 | -6.9% | -$14.39万 | 减仓 |
| KO | COCA COLA CO | $194.91万 | 1.22% | 23,983 | 903 | 3.9% | $7.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $196.71万 | 1.23% | 15,541 | 250 | 1.6% | $3.16万 | 加仓 |
| NKE | NIKE INC | $201.64万 | 1.27% | 49,120 | 28,134 | 134.1% | $115.49万 | 重新持有 |
| USB | US BANCORP | $202.37万 | 1.27% | 33,506 | 374 | 1.1% | $2.26万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $213.68万 | 1.34% | 8,678 | 8,678 | — | $213.68万 | 新建仓 |
| MSFT | MICROSOFT CORP | $213.88万 | 1.34% | 5,734 | 576 | 11.2% | $21.49万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $217.66万 | 1.37% | 15,052 | 275 | 1.9% | $3.98万 | 加仓 |
| MRK | MERCK & CO INC | $227.39万 | 1.43% | 17,696 | 392 | 2.3% | $5.04万 | 加仓 |
| BAC | BANK OF AMER CORP | $238.69万 | 1.50% | 41,890 | 41,890 | — | $238.69万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $243.16万 | 1.53% | 5,850 | -435 | -6.9% | -$18.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $265.57万 | 1.67% | 10,457 | 153 | 1.5% | $3.89万 | 加仓 |
| MS | MORGAN STANLEY | $269.11万 | 1.69% | 12,874 | 1,335 | 11.6% | $27.91万 | 加仓 |
| IWB | ISHARES TR | $311.19万 | 1.95% | 7,599 | -64 | -0.8% | -$2.62万 | 减仓 |
| AVGO | BROADCOM INC | $324.60万 | 2.04% | 8,593 | 205 | 2.4% | $7.74万 | 加仓 |
| AAPL | APPLE INC | $451.50万 | 2.83% | 15,603 | 19 | 0.1% | $5,498 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $884.84万 | 5.55% | 183,653 | 9,787 | 5.6% | $47.15万 | 加仓 |
| MLRG | ISHARES TR | $972.13万 | 6.10% | 93,790 | 351 | 0.4% | $3.64万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,050.04万 | 6.59% | 16,009 | -1,101 | -6.4% | -$72.22万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,409.19万 | 8.85% | 289,599 | 5,190 | 1.8% | $25.25万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $3,444.31万 | 21.62% | 204,459 | -5,491 | -2.6% | -$92.50万 | 减仓 |