CPWA, LLC
HOOD RIVER OR · SEC CIK 0002134744
$8,609.58万2026Q2 申报市值
94持仓数
45.9%前十大占比 · 第一大 10.3%
7 / 3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
KLAC 新建仓+$32.64万
ITW 新建仓+$22.22万
SPHQ 新建仓+$21.95万
CSCO 新建仓+$21.40万
XLI 新建仓+$20.71万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$229.27万
HDV 减仓-$148.65万
HONEYWELL INTL I 清仓-$22.97万
VWO 清仓-$22.12万
NFLX 清仓-$22.04万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,048 | -100.0% | -$22.97万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,662 | -100.0% | -$22.12万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,579 | -100.0% | -$22.04万 | 清仓 |
| — | MERLIN INC | $15.99万 | 0.19% | 28,096 | 28,096 | — | $15.99万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $20.14万 | 0.23% | 3,543 | 3,543 | — | $20.14万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $20.71万 | 0.24% | 1,118 | 1,118 | — | $20.71万 | 新建仓 |
| IEUR | ISHARES TR | $21.01万 | 0.24% | 2,795 | -1,235 | -30.6% | -$9.28万 | 减仓 |
| CSCO | CISCO SYS INC | $21.40万 | 0.25% | 1,822 | 1,822 | — | $21.40万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.44万 | 0.25% | 3,722 | 107 | 3.0% | $6,165 | 加仓 |
| T | AT&T INC | $21.67万 | 0.25% | 10,469 | 207 | 2.0% | $4,285 | 加仓 |
| RTX | RTX CORPORATION | $21.68万 | 0.25% | 1,143 | 1 | 0.1% | $190 | 加仓 |
| TJX | TJX COS INC NEW | $21.78万 | 0.25% | 1,438 | 27 | 1.9% | $4,090 | 加仓 |
| CTVA | CORTEVA INC | $21.88万 | 0.25% | 2,584 | 39 | 1.5% | $3,303 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.95万 | 0.25% | 2,436 | 2,436 | — | $21.95万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.22万 | 0.26% | 821 | 821 | — | $22.22万 | 新建仓 |
| BLK | BLACKROCK INC | $22.49万 | 0.26% | 234 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $22.62万 | 0.26% | 2,074 | -82 | -3.8% | -$8,942 | 减仓 |
| IOO | ISHARES TR | $23.41万 | 0.27% | 1,714 | 1 | 0.1% | $137 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.55万 | 0.27% | 1,490 | -33 | -2.2% | -$5,216 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $24.36万 | 0.28% | 4,586 | 778 | 20.4% | $4.13万 | 加仓 |
| PEP | PEPSICO INC | $24.86万 | 0.29% | 1,836 | 4 | 0.2% | $542 | 加仓 |
| O | REALTY INCOME CORP | $25.04万 | 0.29% | 4,041 | 79 | 2.0% | $4,895 | 加仓 |
| UNP | UNION PAC CORP | $25.13万 | 0.29% | 924 | 63 | 7.3% | $1.71万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $26.03万 | 0.30% | 1,932 | -45 | -2.3% | -$6,062 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.06万 | 0.30% | 1,440 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $26.20万 | 0.30% | 10,879 | 198 | 1.9% | $4,768 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $26.29万 | 0.31% | 1,380 | -438 | -24.1% | -$8.34万 | 减仓 |
| — | EXXON MOBIL CORP | $26.76万 | 0.31% | 1,957 | 22 | 1.1% | $3,008 | 加仓 |
| SBUX | STARBUCKS CORP | $27.80万 | 0.32% | 2,721 | 3 | 0.1% | $307 | 加仓 |
| IVV | ISHARES TR | $29.10万 | 0.34% | 389 | 1 | 0.3% | $748 | 加仓 |
| VTV | VANGUARD INDEX FDS | $29.48万 | 0.34% | 1,353 | -55 | -3.9% | -$1.20万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $29.86万 | 0.35% | 5,570 | 52 | 0.9% | $2,788 | 加仓 |
| ORCL | ORACLE CORP | $30.10万 | 0.35% | 2,054 | 55 | 2.8% | $8,059 | 加仓 |
| DIS | DISNEY WALT CO | $30.21万 | 0.35% | 3,138 | 37 | 1.2% | $3,562 | 加仓 |
| TSLA | TESLA INC | $31.88万 | 0.37% | 758 | 5 | 0.7% | $2,103 | 加仓 |
| MMM | 3M CO | $32.27万 | 0.37% | 1,993 | 47 | 2.4% | $7,611 | 加仓 |
| KLAC | KLA CORP | $32.64万 | 0.38% | 1,082 | 1,082 | — | $32.64万 | 新建仓 |
| WMT | WALMART INC | $33.64万 | 0.39% | 2,970 | -40 | -1.3% | -$4,531 | 减仓 |
| ABBV | ABBVIE INC | $33.95万 | 0.39% | 1,349 | 2 | 0.1% | $503 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.43万 | 0.40% | 4,832 | -393 | -7.5% | -$2.80万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $35.06万 | 0.41% | 2,770 | 155 | 5.9% | $1.96万 | 加仓 |
| KO | COCA COLA CO | $36.85万 | 0.43% | 4,534 | 29 | 0.6% | $2,357 | 加仓 |
| HDV | ISHARES TR | $37.13万 | 0.43% | 13,547 | -54,233 | -80.0% | -$148.65万 | 减仓 |
| BAC | BANK OF AMER CORP | $37.32万 | 0.43% | 6,550 | 120 | 1.9% | $6,837 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $38.38万 | 0.45% | 4,653 | 119 | 2.6% | $9,817 | 加仓 |
| VOO | VANGUARD INDEX FDS | $39.24万 | 0.46% | 571 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $39.49万 | 0.46% | 2,236 | 59 | 2.7% | $1.04万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $40.10万 | 0.47% | 5,934 | 10 | 0.2% | $676 | 加仓 |
| AVGO | BROADCOM INC | $44.23万 | 0.51% | 1,171 | -5 | -0.4% | -$1,889 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.89万 | 0.53% | 5,327 | -26,617 | -83.3% | -$229.27万 | 减仓 |
| EMHY | ISHARES INC | $47.09万 | 0.55% | 11,580 | 248 | 2.2% | $1.01万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $47.99万 | 0.56% | 4,977 | 44 | 0.9% | $4,243 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $48.08万 | 0.56% | 3,030 | -502 | -14.2% | -$7.97万 | 减仓 |
| IEFA | ISHARES TR | $49.86万 | 0.58% | 5,163 | -587 | -10.2% | -$5.67万 | 减仓 |
| LOW | LOWES COS INC | $50.93万 | 0.59% | 2,310 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $51.88万 | 0.60% | 4,037 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $52.30万 | 0.61% | 3,337 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $53.78万 | 0.62% | 1,989 | 26 | 1.3% | $7,030 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.39万 | 0.63% | 1,087 | 11 | 1.0% | $5,504 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $61.81万 | 0.72% | 4,976 | 58 | 1.2% | $7,204 | 加仓 |
| META | META PLATFORMS INC | $61.81万 | 0.72% | 1,097 | 23 | 2.1% | $1.30万 | 加仓 |
| INTC | INTEL CORP | $62.51万 | 0.73% | 4,477 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.70万 | 0.75% | 1,355 | 22 | 1.7% | $1.05万 | 加仓 |
| NKE | NIKE INC | $66.33万 | 0.77% | 16,159 | -467 | -2.8% | -$1.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $68.69万 | 0.80% | 595 | 114 | 23.7% | $13.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.12万 | 0.83% | 1,224 | 32 | 2.7% | $1.86万 | 加仓 |
| LLY | ELI LILLY & CO | $71.78万 | 0.83% | 598 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $73.21万 | 0.85% | 2,883 | 25 | 0.9% | $6,349 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $77.75万 | 0.90% | 29,925 | 179 | 0.6% | $4,650 | 加仓 |
| V | VISA INC | $77.81万 | 0.90% | 2,268 | 16 | 0.7% | $5,490 | 加仓 |
| CVX | CHEVRON CORPORATION | $78.29万 | 0.91% | 4,723 | 34 | 0.7% | $5,636 | 加仓 |
| HD | HOME DEPOT INC | $81.98万 | 0.95% | 2,324 | 26 | 1.1% | $9,172 | 加仓 |
| COWZ | PACER FDS TR | $86.00万 | 1.00% | 13,826 | 114 | 0.8% | $7,091 | 加仓 |
| XAR | SPDR SERIES TRUST | $89.74万 | 1.04% | 3,162 | -1 | -0.0% | -$284 | 减仓 |
| IMCG | ISHARES TR | $91.48万 | 1.06% | 9,307 | 1 | 0.0% | $98 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $100.49万 | 1.17% | 10,732 | -22 | -0.2% | -$2,060 | 减仓 |
| PG | PROCTER & GAMBLE CO | $100.55万 | 1.17% | 6,857 | 292 | 4.4% | $4.28万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $106.60万 | 1.24% | 4,387 | -52 | -1.2% | -$1.26万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $116.58万 | 1.35% | 20,642 | 637 | 3.2% | $3.60万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $123.16万 | 1.43% | 44,399 | 867 | 2.0% | $2.41万 | 加仓 |
| SMH | VANECK ETF TRUST | $126.35万 | 1.47% | 1,926 | 195 | 11.3% | $12.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.57万 | 1.63% | 4,295 | 24 | 0.6% | $7,855 | 加仓 |
| CAT | CATERPILLAR INC | $144.40万 | 1.68% | 1,356 | 1 | 0.1% | $1,065 | 加仓 |
| AGG | ISHARES TR | $161.62万 | 1.88% | 16,329 | 56 | 0.3% | $5,543 | 加仓 |
| AMAT | APPLIED MATLS INC | $163.33万 | 1.90% | 2,259 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $191.48万 | 2.22% | 31,156 | 807 | 2.7% | $4.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $196.30万 | 2.28% | 9,810 | 109 | 1.1% | $2.18万 | 加仓 |
| IYW | ISHARES TR | $206.79万 | 2.40% | 8,198 | -167 | -2.0% | -$4.21万 | 减仓 |
| GOOGL | ALPHABET INC | $212.94万 | 2.47% | 5,958 | 51 | 0.9% | $1.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $224.23万 | 2.60% | 6,011 | -1 | -0.0% | -$373 | 减仓 |
| AMZN | AMAZON COM INC | $257.03万 | 2.99% | 10,784 | 47 | 0.4% | $1.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $279.18万 | 3.24% | 2,984 | 4 | 0.1% | $3,742 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $413.99万 | 4.81% | 130,555 | 2,028 | 1.6% | $6.43万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $414.38万 | 4.81% | 68,731 | 1,382 | 2.1% | $8.33万 | 加仓 |
| AAPL | APPLE INC | $430.69万 | 5.00% | 14,884 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $625.76万 | 7.27% | 65,443 | 546 | 0.8% | $5.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $888.17万 | 10.32% | 262,462 | 1,029 | 0.4% | $3.48万 | 加仓 |