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CM WEALTH ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CM WEALTH ADVISORS LLC
报告期 2026-03-31 · CIK 0001764581
持仓数
146
前50大市值合计
$429.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 132
增持 10
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
OEF
iShares TST SP 100 Idx
-$40.4M
0
-100%
增持
VIG
Vanguard DIV ApprecIdx FD
+$13.5M
125,252
+233%
增持
DIA
SPDR DJ Indl Ave ETF
+$6.9M
136,825
+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。
清仓
IWN
iShares Russell 2000 Value Index
-$6.9M
0
-100%
清仓
IWB
iShares TS Russell 1000 Idx
-$5.8M
0
-100%
建仓
CMG
Chipotle Mexican Grill Inc
+$5.7M
2,825
建仓
TDG
Transdigm Group Inc
+$5.4M
7,319
建仓
ISRG
Intuitive Surgical Inc
+$5.3M
17,993
增持
V
Visa Inc
+$5.1M
23,980
+1369%
建仓
ILMN
Illumina Inc
+$4.3M
20,201
建仓
LULU
Lululemon Athletica Inc
+$4.2M
11,378
建仓
NVDA
Nvidia Corp
+$4.1M
15,167
建仓
WCN
Waste Connections Inc
+$3.8M
27,320
建仓
VMC
Vulcan Materials Co
+$3.8M
22,911
增持
IWM
iShares TST Russell 2000 Idx FD
+$3.8M
25,094
+779%
建仓
ECL
Ecolab Inc
+$3.1M
19,321
建仓
KMX
Carmax Inc
+$3.1M
46,157
建仓
CSGP
Costar Group Inc
+$3.0M
42,136
建仓
DHR
Danaher Corp
+$2.9M
12,573
建仓
NOW
Servicenow Inc
+$2.9M
6,322
建仓
CBRE
Cbre Group Inc
+$2.8M
40,495
建仓
EL
Lauder Estee Cos Inc A
+$2.8M
11,570
建仓
TECH
Bio Techne Corp
+$2.8M
35,482
建仓
AIG
American International Group I
+$2.7M
53,485
建仓
SGI
Tempur Sealy International Inc
+$2.7M
75,425
清仓
IVV
iShares SP 500
-$2.7M
0
-100%
建仓
ANSS
Ansys Inc
+$2.7M
8,525
增持
NKE
Nike Inc
+$2.6M
23,816
+731%
建仓
VEEV
Veeva Systems Inc
+$2.6M
14,482
清仓
MSFT
Microsoft Corp
-$2.5M
0
-100%
建仓
MCO
Moodys Corp
+$2.5M
8,241
建仓
BX
Blackstone Inc
+$2.5M
29,078
建仓
—
WNS Holdings LTD
+$2.5M
27,890
建仓
TITN
Titan Machinery Inc
+$2.4M
78,744
建仓
COP
Conocophillips
+$2.4M
23,569
建仓
LSTR
Landstar System Inc
+$2.3M
13,948
建仓
SPGI
SP Global Inc
+$2.3M
6,907
建仓
—
White Mountains Insurance Grou
+$2.3M
1,590
建仓
DXCM
Dexcom Inc
+$2.3M
18,700
建仓
HEI/A
Heico Corp
+$2.3M
17,749
建仓
BBCP
Concrete Pumping Holdings Inc
+$2.3M
337,515
建仓
FAST
Fastenal Co
+$2.3M
43,530
清仓
EFA
iShares TSTMSCI EAFE Idx FD
-$2.2M
0
-100%
建仓
ODFL
Old Dominion Freight Line Inc
+$2.2M
7,178
增持
ABT
Abbott Laboratories
+$2.2M
26,599
+306%
建仓
AMT
American Tower Corp
+$2.1M
10,639
建仓
GWRE
Guidewire Software Inc
+$2.1M
28,420
增持
VOO
Vanguard SP 500 ETF
+$2.1M
57,140
+5%
建仓
MKL
Markel Corp
+$2.1M
1,595
建仓
WSC
Willscot Mobile Mini Holdings
+$2.1M
48,080
建仓
—
Icon PLC
+$2.0M
10,163
增持
PEP
Pepsico Inc
+$2.0M
15,911
+202%
建仓
TBBK
Bancorp Inc The
+$2.0M
73,749
清仓
GD
General Dynamics Corp
-$1.9M
0
-100%
建仓
—
Masonite International Corp
+$1.9M
22,600
建仓
AMZN
Amazon Com Inc
+$1.9M
18,231
建仓
NTIC
Northern Technologies Internat
+$1.9M
161,881
建仓
FTNT
Fortinet Inc
+$1.9M
29,470
建仓
NVR
NVR Inc
+$1.9M
326
建仓
BAC
Bank Of America Corporation
+$1.8M
64,823
建仓
ROK
Rockwell Automation Inc
+$1.8M
6,810
建仓
SBAC
Sba Communications
+$1.8M
7,252
建仓
STZ
Constellation Brands Inc
+$1.8M
7,974
建仓
TFC
Truist Financial Corp
+$1.8M
58,262
建仓
PANW
Palo Alto Networks Inc
+$1.8M
9,530
建仓
DVN
Devon Energy Corp New
+$1.7M
32,920
建仓
UFI
Unifi Inc
+$1.7M
199,680
建仓
KKR
KKR Co Inc
+$1.7M
32,828
建仓
MZTI
Lancaster Colony Corp
+$1.6M
8,038
建仓
MSCI
MSCI Inc
+$1.6M
3,564
建仓
CCJ
Cameco Corp
+$1.6M
61,437
建仓
HCA
Hca Holdings Inc SHS
+$1.6M
5,702
建仓
NGVT
Ingevity Corp
+$1.6M
22,823
建仓
—
Circor International Inc
+$1.6M
59,489
建仓
HLT
Hilton Worldwide
+$1.6M
11,060
建仓
NEU
Newmarket Corp
+$1.5M
4,275
建仓
DCO
Ducommun Inc
+$1.5M
30,835
建仓
URG
Ur Energy Inc
+$1.5M
1,743,338
建仓
FND
Floor Decor Holdings Inc
+$1.5M
16,067
建仓
—
Cooper Cos Inc The
+$1.5M
3,885
建仓
MTRX
Matrix Service Co
+$1.4M
304,596
建仓
CDNS
Cadence Design Systems Inc
+$1.4M
7,054
增持
SYK
Stryker
+$1.4M
5,448
+549%
建仓
MC
Moelis Co
+$1.4M
35,096
建仓
CAT
Caterpillar
+$1.4M
6,557
建仓
TXN
Texas Insts
+$1.4M
8,641
建仓
MUSA
Murphy USA Inc WI
+$1.4M
5,124
建仓
QLYS
Qualys Inc
+$1.4M
12,542
建仓
HCSG
Healthcare Services Group Inc
+$1.4M
93,699
建仓
WFC
Wells Fargo Co
+$1.4M
35,283
建仓
PODD
Insulet Corp
+$1.4M
4,395
建仓
ENOV
Enovis Corp
+$1.4M
24,371
建仓
AME
Ametek Inc
+$1.4M
10,355
建仓
HOFT
Hooker Furniture Corp
+$1.4M
86,288
建仓
SITE
Siteone Landscape Supply Inc
+$1.4M
9,706
建仓
VRSK
Verisk Analytics Inc
+$1.4M
7,148
建仓
GHM
Graham Corp
+$1.4M
106,121
建仓
IDXX
Idexx Laboratories Inc
+$1.3M
2,786
建仓
THG
Hanover Insurance Group Inc TH
+$1.3M
11,494
建仓
AJG
Arthur J Gallagher Co
+$1.3M
6,500
建仓
GM
General Motors
+$1.3M
41,327
建仓
GSHD
Goosehead Insurance Inc
+$1.3M
24,754
建仓
—
Ascendis Pharma AS
+$1.3M
17,254
建仓
BRK/B
Berkshire Hathaway B
+$1.3M
4,101
建仓
HUM
Humana Inc
+$1.3M
2,557
建仓
MCHP
Microchip Technology Inc
+$1.3M
17,451
清仓
PGR
Progressive Corp Ohio
-$1.3M
0
-100%
建仓
PH
Parker Hannifin
+$1.3M
4,041
建仓
JBHT
JB Hunt Transport Services Inc
+$1.3M
7,600
建仓
DG
Dollar General Corp
+$1.3M
5,732
建仓
WCC
Wesco International Inc
+$1.3M
9,170
建仓
DAVA
Endava PLC
+$1.3M
22,259
建仓
—
Tecnoglass Inc
+$1.3M
29,705
建仓
HD
Home Depot
+$1.2M
4,334
建仓
UNP
Union Pac Corp
+$1.2M
6,483
建仓
MATX
Matson Inc
+$1.2M
19,813
建仓
FCX
Freeport Mcmoran Inc
+$1.2M
32,955
建仓
BDX
Becton Dickinson Co
+$1.2M
4,765
建仓
EW
Edwards Lifesciences Corp
+$1.2M
14,019
建仓
HUBS
Hubspot Inc
+$1.2M
2,937
建仓
GPN
Global Payments Inc
+$1.2M
11,490
建仓
LPLA
LPL Financial Holdings Inc
+$1.2M
5,967
建仓
—
Ceridian HCM Holding Inc
+$1.2M
18,780
建仓
WSO
Watsco Inc
+$1.2M
3,416
建仓
EPAM
Epam Systems Inc
+$1.2M
4,210
建仓
CPRT
Copart Inc
+$1.1M
14,880
建仓
SCHL
Scholastic Corp
+$1.1M
31,108
增持
CVX
Chevron
+$1.1M
11,036
+184%
建仓
—
Orion Engineered Carbons SA
+$1.1M
47,608
建仓
—
Medtronic PLC
+$1.1M
12,468
建仓
HBB
Hamilton Beach Brands Holding
+$1.1M
117,828
建仓
—
Genpact LTD
+$1.1M
25,760
建仓
AGX
Argan Inc
+$1.1M
28,117
建仓
UTZ
Utz Brands Inc
+$1.1M
60,193
建仓
PFE
Pfizer
+$1.1M
28,724
建仓
DIS
Walt Disney
+$1.1M
11,392
建仓
—
Aptiv PLC
+$1.1M
10,640
建仓
APPF
Appfolio Inc
+$1.1M
8,695
建仓
SSNC
SSC Technologies Holdings Inc
+$1.1M
19,642
建仓
NICE
Nice Systems LTD
+$1.1M
5,399
建仓
—
Splunk Inc
+$1.1M
12,410
建仓
—
Berry Petroleum Corp
+$1.1M
145,708
建仓
TDY
Teledyne Technologies Inc
+$1.1M
2,638
建仓
SRPT
Sarepta Therapeutics Inc
+$1.1M
8,710
建仓
NTAP
Netapp Inc
+$1.1M
16,990
建仓
DE
Deere Co
+$1.1M
2,811
建仓
NXE
Nexgen Energy LTD
+$1.1M
288,825
建仓
AVTR
Avantor Inc
+$1.1M
56,080
建仓
SPT
Sprout Social Inc
+$1.0M
20,560
建仓
CRWD
Crowdstrike HLDGS Inc
+$1.0M
8,411
