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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
$500.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 119 项
建仓 67
增持 28
减持 17
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MFSI
MFS ACTIVE EXCHANGE TRADED F
+$14.4M
631,190
+340%
建仓
AVGO
BROADCOM INC
+$10.9M
35,311
减持
GOOGL
ALPHABET INC
-$7.8M
87,695
-17%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JPM
JPMORGAN CHASE & CO
+$7.4M
26,936
+1555%
清仓
SNPS
SYNOPSYS INC
-$7.2M
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$6.2M
135,320
减持
SNOW
SNOWFLAKE INC
-$6.0M
26,830
-42%
建仓
SYK
STRYKER CORPORATION
+$5.6M
16,887
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.0M
13,550
+365%
建仓
BX
BLACKSTONE INC
+$4.6M
39,957
清仓
META
META PLATFORMS INC
-$4.5M
0
-100%
建仓
—
EATON CORP PLC
+$4.5M
12,626
减持
CRM
SALESFORCE INC
-$4.1M
30,912
-17%
清仓
WDAY
WORKDAY INC
-$3.9M
0
-100%
建仓
—
EXXON MOBIL CORP
+$3.7M
21,593
减持
DHR
DANAHER CORP DEL
-$3.6M
25,369
-31%
清仓
IHI
ISHARES TR
-$3.5M
0
-100%
建仓
ENB
ENBRIDGE INC
+$3.4M
62,400
建仓
MRK
MERCK & CO INC
+$3.4M
27,821
减持
VRT
VERTIV HOLDINGS CO
+$3.3M
37,610
-0%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
15,795
+406%
减持
GEV
GE VERNOVA INC
+$3.1M
14,562
-1%
清仓
TTD
THE TRADE DESK INC
-$3.1M
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$3.0M
23,912
+590%
建仓
UNP
UNION PAC CORP
+$3.0M
12,161
建仓
CI
THE CIGNA GROUP
+$2.9M
10,981
建仓
WPC
WP CAREY INC
+$2.9M
41,780
建仓
TD
TORONTO DOMINION BK ONT
+$2.9M
30,595
建仓
DE
DEERE & CO
+$2.8M
4,943
建仓
CVX
CHEVRON CORPORATION
+$2.8M
13,419
建仓
PEP
PEPSICO INC
+$2.6M
16,953
建仓
CAT
CATERPILLAR INC
+$2.6M
3,660
建仓
OEF
ISHARES TR
+$2.5M
7,960
减持
LLY
ELI LILLY & CO
-$2.4M
14,077
-2%
建仓
ITW
ILLINOIS TOOL WKS INC
+$2.4M
9,187
建仓
SCHA
SCHWAB STRATEGIC TR
+$2.4M
82,619
减持
AMZN
AMAZON COM INC
-$2.4M
102,848
-0%
减持
TSLA
TESLA INC
-$2.2M
14,879
-13%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
34,300
增持
XLC
SELECT SECTOR SPDR TR
+$2.2M
116,673
+28%
建仓
PFE
PFIZER INC
+$2.0M
69,842
增持
AAPL
APPLE INC
+$1.9M
88,871
+17%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$1.8M
47,060
建仓
SCHB
SCHWAB STRATEGIC TR
+$1.7M
67,270
建仓
NVS
NOVARTIS AG
+$1.7M
11,053
建仓
MMM
3M CO
+$1.7M
11,464
建仓
LMT
LOCKHEED MARTIN CORP
+$1.6M
2,685
增持
VNQ
VANGUARD INDEX FDS
+$1.6M
65,301
+38%
建仓
PFF
ISHARES TR
+$1.6M
52,025
建仓
DEO
DIAGEO PLC
+$1.5M
20,563
建仓
—
MEDTRONIC PLC
+$1.5M
16,980
建仓
FDX
FEDEX CORP
+$1.5M
4,141
增持
BLK
BLACKROCK INC
+$1.5M
9,330
+33%
建仓
DIS
DISNEY WALT CO
+$1.5M
15,125
减持
VDE
VANGUARD WORLD FD
+$1.5M
78,038
-18%
建仓
RTX
RTX CORPORATION
+$1.4M
7,362
增持
MSFT
MICROSOFT CORP
+$1.4M
74,558
+38%
建仓
GIS
GENERAL MILLS INC
+$1.4M
36,910
减持
TCHP
T ROWE PRICE ETF INC
-$1.3M
146,412
-6%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
24,646
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$1.2M
15,524
建仓
—
JOHNSON CONTROLS INTERNATION
+$1.2M
9,225
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.2M
26,165
建仓
IVV
ISHARES TR
+$1.2M
1,775
建仓
ABT
ABBOTT LABORATORIES
+$1.1M
10,310
建仓
HON
HONEYWELL INTL INC
+$1.1M
4,676
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.1M
3,888
减持
MA
MASTERCARD INCORPORATED
-$1.0M
12,338
-2%
建仓
UL
UNILEVER PLC
+$971.5K
16,888
增持
NOW
SERVICENOW INC
-$970.9K
75,942
+31%
建仓
HTGC
HERCULES CAPITAL INC
+$961.8K
65,120
增持
PANW
PALO ALTO NETWORKS INC
+$923.3K
60,122
+27%
建仓
VTI
VANGUARD INDEX FDS
+$920.7K
2,870
建仓
R
RYDER SYS INC
+$872.8K
4,264
建仓
SCHD
SCHWAB STRATEGIC TR
+$850.9K
27,735
建仓
EMR
EMERSON ELEC CO
+$802.5K
6,125
建仓
SPY
STATE STR SPDR S&P 500 ETF T
+$792.3K
1,215
增持
WMT
WALMART INC
+$757.4K
49,737
+2%
增持
VDC
VANGUARD WORLD FD
+$707.5K
40,531
+2%
建仓
RPM
RPM INTL INC
+$688.3K
6,925
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$685.1K
1,985
建仓
SCHM
SCHWAB STRATEGIC TR
+$622.8K
20,115
增持
XLI
SELECT SECTOR SPDR TR
+$558.2K
31,438
+8%
增持
XLV
SELECT SECTOR SPDR TR
-$549.8K
71,211
+0%
建仓
STZ
CONSTELLATION BRANDS INC
+$487.5K
3,250
减持
SOXX
ISHARES TR
+$472.8K
26,361
-3%
增持
TMSL
T ROWE PRICE ETF INC
+$472.4K
504,442
+0%
增持
ACWX
ISHARES TR
+$466.3K
194,199
+2%
建仓
IWB
ISHARES TR
+$445.1K
1,248
增持
V
VISA INC
-$438.5K
21,355
+9%
增持
BA
BOEING CO
-$411.4K
68,650
+6%
建仓
XLF
SELECT SECTOR SPDR TR
+$409.3K
8,290
增持
NVDA
NVIDIA CORPORATION
-$378.1K
44,369
+2%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$377.0K
767
建仓
KO
COCA COLA CO
+$373.3K
4,875
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$305.7K
2,090
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$299.6K
7,799
建仓
VV
VANGUARD INDEX FDS
+$298.9K
1,000
建仓
UPS
UNITED PARCEL SVCS INC
+$288.7K
2,935
建仓
HD
HOME DEPOT INC
+$287.4K
874
建仓
ORCL
ORACLE CORP
+$271.1K
1,843
建仓
VGT
VANGUARD WORLD FD
+$268.6K
385
建仓
GKOS
GLAUKOS CORP
+$262.5K
2,438
减持
TJX
TJX COS INC NEW
+$253.0K
68,483
-2%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$252.9K
41,538
-2%
清仓
XLY
SELECT SECTOR SPDR TR
-$250.5K
0
-100%
建仓
NKE
NIKE INC
+$247.5K
4,650
减持
XLB
SELECT SECTOR SPDR TR
+$247.1K
115,489
-5%
清仓
ABBV
ABBVIE INC
-$233.7K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$228.6K
796
建仓
NEE
NEXTERA ENERGY INC
+$223.6K
2,407
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$200.4K
47,520
+6%
增持
QQQ
INVESCO QQQ TR
+$171.5K
676
+90%
增持
JPHY
J P MORGAN EXCHANGE TRADED F
-$139.1K
505,990
+1%
增持
VONE
VANGUARD SCOTTSDALE FDS
-$117.8K
15,364
+2%
增持
VFH
VANGUARD WORLD FD
-$91.5K
145,284
+10%
减持
SMMD
ISHARES TR
+$86.2K
125,051
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$61.7K
125,269
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$17.6K
155,426
+1%
