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CMH Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CMH Wealth Management LLC

报告期 2026-03-31 · CIK 0001657516

持仓数

113

前50大市值合计

$500.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MSFT MICROSOFT CORP

COM

$27.6M

74,558

5.5%

JPHY J P MORGAN EXCHANGE TRADED F

ACTIVE HIGH YIEL

$25.4M

505,990

5.1%

GOOGL ALPHABET INC

CAP STK CL A

$25.2M

87,695

5.0%

AAPL APPLE INC

COM

$22.6M

88,871

4.5%

AMZN AMAZON COM INC

COM

$21.4M

102,848

4.3%

MFSI MFS ACTIVE EXCHANGE TRADED F

INTERNATINL ETF

$18.8M

631,190

3.8%

TMSL T ROWE PRICE ETF INC

SMALL MID CAP

$18.5M

504,442

3.7%

VFH VANGUARD WORLD FD

FINANCIALS ETF

$17.6M

145,284

3.5%

BA BOEING CO

COM

$13.7M

68,650

2.7%

VDE VANGUARD WORLD FD

ENERGY ETF

$13.5M

78,038

2.7%

ACWX ISHARES TR

MSCI ACWI EX US

$13.3M

194,199

2.7%

LLY ELI LILLY & CO

COM

$12.9M

14,077

2.6%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$12.9M

116,673

2.6%

GEV GE VERNOVA INC

COM

$12.7M

14,562

2.5%

TJX TJX COS INC NEW

COM

$10.9M

68,483

2.2%

AVGO BROADCOM INC

COM

$10.9M

35,311

2.2%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$10.4M

71,211

2.1%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$10.4M

125,269

2.1%

PANW PALO ALTO NETWORKS INC

COM

$9.6M

60,122

1.9%

SMMD ISHARES TR

RUSEL 2500 ETF

$9.5M

125,051

1.9%

VRT VERTIV HOLDINGS CO

COM CL A

$9.4M

37,610

1.9%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$9.1M

40,531

1.8%

BLK BLACKROCK INC

COM

$9.0M

9,330

1.8%

SOXX ISHARES TR

ISHARES SEMICDTR

$8.7M

26,361

1.7%

NOW SERVICENOW INC

COM

$7.9M

75,942

1.6%

JPM JPMORGAN CHASE & CO

COM

$7.9M

26,936

1.6%

NVDA NVIDIA CORPORATION

COM

$7.7M

44,369

1.5%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$7.1M

155,426

1.4%

PPA INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN

$6.9M

41,538

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.5M

13,550

1.3%

TCHP T ROWE PRICE ETF INC

PRICE BLUE CHIP

$6.5M

146,412

1.3%

V VISA INC

COM CL A

$6.5M

21,355

1.3%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$6.2M

135,320

1.2%

WMT WALMART INC

COM

$6.2M

49,737

1.2%

MA MASTERCARD INCORPORATED

CL A

$6.2M

12,338

1.2%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$5.8M

65,301

1.2%

XLB SELECT SECTOR SPDR TR

STATE STREET MAT

$5.8M

115,489

1.2%

CRM SALESFORCE INC

COM

$5.8M

30,912

1.2%

SYK STRYKER CORPORATION

COM

$5.6M

16,887

1.1%

TSLA TESLA INC

COM

$5.5M

14,879

1.1%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$5.1M

31,438

1.0%

DHR DANAHER CORP DEL

COM

$4.8M

25,369

1.0%

BX BLACKSTONE INC

COM

$4.6M

39,957

0.9%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$4.5M

15,364

0.9%

— EATON CORP PLC

SHS

$4.5M

12,626

0.9%

SNOW SNOWFLAKE INC

COM SHS

$4.0M

26,830

0.8%

JNJ JOHNSON & JOHNSON

COM

$3.9M

15,795

0.8%

— EXXON MOBIL CORP

COM

$3.7M

21,593

0.7%

PG PROCTER & GAMBLE CO

COM

$3.5M

23,912

0.7%

JAVA J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF

$3.4M

47,520

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

MSFT5.5%JPHY5.1%GOOGL5.0%AAPL4.5%AMZN4.3%MFSI3.8%