Center for Wealth Management Advisory
MILFORD OH · SEC CIK 0002121390
$1.39亿2026Q1 申报市值
62持仓数
56.3%前十大占比 · 第一大 19.0%
8 / 5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
BNY 新建仓+$175.30万
CI 新建仓+$169.76万
GD 新建仓+$143.33万
ADP 新建仓+$141.23万
CRH 新建仓+$134.00万
2026Q1 卖出最多 按季末市值估算
CB 减仓-$158.77万
QCOM 清仓-$151.69万
CVS 减仓-$147.26万
MDT 减仓-$129.30万
IWB 减仓-$86.75万
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 |
|---|---|---|---|---|---|---|---|---|
| PWB | INVESCO EXCHANGE TRADED FD T | $2,643.90万 | 19.04% | 209,950 | -587 | -0.3% | -$7.39万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,444.80万 | 10.40% | 284,409 | -601 | -0.2% | -$3.05万 | 减仓 |
| MLRG | ISHARES TR | $839.64万 | 6.05% | 93,439 | 973 | 1.1% | $8.74万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $817.69万 | 5.89% | 173,866 | 3,799 | 2.2% | $17.87万 | 加仓 |
| SMH | VANECK ETF TRUST | $656.00万 | 4.72% | 17,110 | 3 | 0.0% | $1,150 | 加仓 |
| AAPL | APPLE INC | $395.52万 | 2.85% | 15,584 | 66 | 0.4% | $1.68万 | 加仓 |
| IWB | ISHARES TR | $273.21万 | 1.97% | 7,663 | -2,433 | -24.1% | -$86.75万 | 减仓 |
| AVGO | BROADCOM INC | $259.60万 | 1.87% | 8,388 | 487 | 6.2% | $15.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $251.87万 | 1.81% | 10,304 | -572 | -5.3% | -$13.98万 | 减仓 |
| FDX | FEDEX CORP | $241.60万 | 1.74% | 6,783 | -166 | -2.4% | -$5.91万 | 减仓 |
| COP | CONOCOPHILLIPS | $231.18万 | 1.66% | 17,514 | -177 | -1.0% | -$2.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $221.20万 | 1.59% | 44,063 | -469 | -1.1% | -$2.35万 | 减仓 |
| — | EXXON MOBIL CORP | $218.04万 | 1.57% | 12,852 | -158 | -1.2% | -$2.68万 | 减仓 |
| MRK | MERCK & CO INC | $208.14万 | 1.50% | 17,304 | 196 | 1.1% | $2.36万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $204.20万 | 1.47% | 3,379 | -44 | -1.3% | -$2.66万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $200.22万 | 1.44% | 15,291 | 155 | 1.0% | $2.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $190.92万 | 1.37% | 5,158 | 508 | 10.9% | $18.80万 | 加仓 |
| MS | MORGAN STANLEY | $189.91万 | 1.37% | 11,539 | -1,478 | -11.4% | -$24.32万 | 减仓 |
| EOG | EOG RES INC | $185.60万 | 1.34% | 12,838 | 2,499 | 24.2% | $36.13万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $181.87万 | 1.31% | 31,552 | 6,338 | 25.1% | $36.53万 | 加仓 |
| PEP | PEPSICO INC | $177.93万 | 1.28% | 11,458 | -990 | -8.0% | -$15.37万 | 减仓 |
| KO | COCA COLA CO | $175.52万 | 1.26% | 23,080 | 81 | 0.4% | $6,160 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $175.30万 | 1.26% | 14,777 | 14,777 | — | $175.30万 | 新建仓 |
| CME | CME GROUP INC | $174.86万 | 1.26% | 5,920 | 115 | 2.0% | $3.40万 | 加仓 |
| USB | US BANCORP | $172.32万 | 1.24% | 33,132 | 43 | 0.1% | $2,236 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $170.05万 | 1.22% | 6,285 | 49 | 0.8% | $1.33万 | 加仓 |
| CI | THE CIGNA GROUP | $169.76万 | 1.22% | 6,364 | 6,364 | — | $169.76万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $168.85万 | 1.22% | 16,446 | 716 | 4.6% | $7.35万 | 加仓 |
| PFE | PFIZER INC | $168.83万 | 1.22% | 60,124 | 1,555 | 2.7% | $4.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $159.78万 | 1.15% | 9,162 | 520 | 6.0% | $9.07万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $157.06万 | 1.13% | 5,365 | 626 | 13.2% | $18.33万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $156.50万 | 1.13% | 15,908 | 1,780 | 12.6% | $17.51万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $143.33万 | 1.03% | 4,176 | 4,176 | — | $143.33万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $141.23万 | 1.02% | 6,951 | 6,951 | — | $141.23万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $140.22万 | 1.01% | 7,071 | 237 | 3.5% | $4.70万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $137.59万 | 0.99% | 47,923 | 10,276 | 27.3% | $29.50万 | 加仓 |
| CRH | CRH PLC | $134.00万 | 0.96% | 12,747 | 12,747 | — | $134.00万 | 新建仓 |
| ABBV | ABBVIE INC | $104.90万 | 0.76% | 4,823 | 35 | 0.7% | $7,613 | 加仓 |
| IWR | ISHARES TR | $101.38万 | 0.73% | 10,427 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $98.59万 | 0.71% | 2,652 | 301 | 12.8% | $11.19万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $96.70万 | 0.70% | 61,787 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $89.40万 | 0.64% | 13,547 | -4,990 | -26.9% | -$32.93万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $88.73万 | 0.64% | 10,411 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $80.82万 | 0.58% | 5,595 | -195 | -3.4% | -$2.82万 | 减仓 |
| CAT | CATERPILLAR INC | $77.93万 | 0.56% | 1,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $73.60万 | 0.53% | 3,534 | 586 | 19.9% | $12.20万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $56.37万 | 0.41% | 31,756 | 7,904 | 33.1% | $14.03万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $54.51万 | 0.39% | 1,256 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $37.23万 | 0.27% | 2,052 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.66万 | 0.25% | 1,704 | 658 | 62.9% | $13.39万 | 加仓 |
| GOOGL | ALPHABET INC | $30.98万 | 0.22% | 1,078 | 334 | 44.9% | $9.60万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.89万 | 0.22% | 2,112 | 928 | 78.4% | $13.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $29.70万 | 0.21% | 1,010 | 1 | 0.1% | $294 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.08万 | 0.21% | 3,150 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $27.88万 | 0.20% | 856 | -4,874 | -85.1% | -$158.77万 | 减仓 |
| CVS | CVS HEALTH CORP | $27.86万 | 0.20% | 3,879 | -20,504 | -84.1% | -$147.26万 | 减仓 |
| META | META PLATFORMS INC | $25.75万 | 0.19% | 450 | 450 | — | $25.75万 | 新建仓 |
| HD | HOME DEPOT INC | $24.65万 | 0.18% | 749 | 3 | 0.4% | $987 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.90万 | 0.17% | 707 | 707 | — | $23.90万 | 新建仓 |
| MDT | MEDTRONIC PLC | $21.70万 | 0.16% | 2,504 | -14,919 | -85.6% | -$129.30万 | 减仓 |
| IYK | ISHARES TR | $20.85万 | 0.15% | 2,977 | 2,977 | — | $20.85万 | 新建仓 |
| MCK | MCKESSON CORP | $20.34万 | 0.15% | 235 | -27 | -10.3% | -$2.34万 | 减仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -8,868 | -100.0% | -$151.69万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,059 | -100.0% | -$72.22万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -4,285 | -100.0% | -$42.80万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,640 | -100.0% | -$26.30万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -691 | -100.0% | -$20.27万 | 清仓 |