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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 3
减持 60
清仓 75
方向
标的
Δ市值
现股数(环比)
建仓
OEF
iShares TST SP 100 Idx
+$63.9M
298,909
建仓
IWB
iShares TST Russell 1000 Idx
+$17.3M
68,868
减持
DIA
SPDR DJ Indl Ave ETF
-$14.9M
86,381
-37%
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。
建仓
IWN
iShares Russell 2000 Index Fund
+$9.9M
65,871
减持
VIG
Vanguard DIV Apprec.Idx FD
-$7.1M
73,426
-41%
增持
AAPL
Apple
+$6.2M
37,165
+470%
减持
LECO
Lincoln Electric HDG
+$5.0M
178,942
-9%
减持
TDG
Transdigm Group Inc
-$4.8M
674
-91%
减持
CMG
Chipotle Mexican Grill Inc
-$4.7M
535
-81%
增持
VOO
Vanguard SP 500 ETF
+$4.6M
61,533
+8%
减持
ISRG
Intuitive Surgical Inc
-$4.5M
2,329
-87%
减持
V
Visa
-$4.1M
5,848
-76%
建仓
IVV
iShares SP 500
+$3.9M
8,403
建仓
MSFT
Microsoft
+$3.9M
11,395
减持
LULU
Lululemon Athletica Inc
-$3.7M
1,461
-87%
减持
ILMN
Illumina Inc
-$3.7M
3,096
-85%
增持
VTI
Vanguard Total Stock Market ETF
+$3.6M
17,420
+813%
减持
WCN
Waste Connections Inc
-$3.4M
2,836
-90%
减持
VMC
Vulcan Materials Co
-$3.3M
2,392
-90%
减持
NVDA
Nvidia Corp
-$3.2M
1,950
-87%
清仓
EL
Lauder Estee Cos Inc A
-$2.8M
0
-100%
减持
ECL
Ecolab Inc
-$2.7M
2,205
-89%
减持
CSGP
Costar Group Inc
-$2.7M
3,793
-91%
建仓
VEA
Vanguard Europe Pac ETF
+$2.7M
56,765
减持
KMX
Carmax Inc
-$2.7M
5,853
-87%
减持
CBRE
Cbre Group Inc
-$2.5M
4,128
-90%
清仓
TITN
Titan Machinery Inc
-$2.4M
0
-100%
减持
SGI
Tempur Sealy International Inc
-$2.4M
7,068
-91%
减持
ANSS
Ansys Inc
-$2.4M
853
-90%
减持
TECH
Bio Techne Corp
-$2.3M
5,365
-85%
清仓
BBCP
Concrete Pumping Holdings Inc
-$2.3M
0
-100%
建仓
VGT
Vanguard Information Technology ETF
+$2.3M
5,135
建仓
EFA
iShares TST MSCI EAFE Idx FD
+$2.3M
30,908
减持
VEEV
Veeva Systems Inc
-$2.3M
1,477
-90%
减持
NKE
Nike Inc
-$2.2M
6,624
-72%
减持
—
WNS Holdings LTD
-$2.2M
3,396
-88%
减持
MCO
Moodys Corp
-$2.2M
849
-90%
减持
NOW
Servicenow Inc
-$2.2M
1,213
-81%
减持
DXCM
Dexcom Inc
-$2.1M
1,540
-92%
清仓
GWRE
Guidewire Software Inc
-$2.1M
0
-100%
减持
—
White Mountains Insurance Grou
-$2.1M
149
-91%
减持
LSTR
Landstar System Inc
-$2.1M
1,307
-91%
减持
HEI/A
Heico Corp
-$2.1M
1,809
-90%
清仓
VO
Vanguard Mid Cap ETF
-$2.0M
0
-100%
减持
AIG
American International Group I
-$2.0M
11,289
-79%
减持
FAST
Fastenal Co
-$2.0M
4,437
-90%
减持
DHR
Danaher Corp
-$2.0M
3,564
-72%
清仓
TBBK
Bancorp Inc The
-$2.0M
0
-100%
减持
BX
Blackstone Inc
-$1.9M
5,316
-82%
建仓
EZM
Wisdomtree US Midcap Earnings ETF
+$1.9M
34,771
减持
ODFL
Old Dominion Freight Line Inc
-$1.9M
731
-90%
清仓
NTIC
Northern Technologies Internat
-$1.9M
0
-100%
清仓
FTNT
Fortinet Inc
-$1.9M
0
-100%
减持
AMT
American Tower Corp
-$1.9M
1,508
-86%
减持
MKL
Markel Corp
-$1.9M
163
-90%
减持
SPGI
SP Global Inc
-$1.8M
1,278
-81%
减持
WSC
Willscot Mobile Mini Holdings
-$1.8M
4,975
-90%
减持
—
Icon PLC
-$1.8M
925
-91%
减持
COP
Conocophillips
-$1.8M
5,302
-78%
清仓
PANW
Palo Alto Networks Inc
-$1.8M
0
-100%
建仓
GD
General Dynamics Corp
+$1.7M
7,772
减持
ABT
Abbott Laboratories
-$1.7M
10,467
-61%
清仓
DVN
Devon Energy Corp New
-$1.7M
0
-100%
减持
—
Masonite International Corp
-$1.7M
2,118
-91%
清仓
UFI
Unifi Inc
-$1.7M
0
-100%
清仓
MZTI
Lancaster Colony Corp
-$1.6M
0
-100%
清仓
CCJ
Cameco Corp
-$1.6M
0
-100%
减持
ROK
Rockwell Automation Inc
-$1.6M
735
-89%
清仓
HCA
Hca Holdings Inc SHS
-$1.6M
0
-100%
清仓
NGVT
Ingevity Corp
-$1.6M
0
-100%
清仓
—
Circor International Inc
-$1.6M
0
-100%
减持
SBAC
Sba Communications
-$1.6M
1,094
-85%
减持
STZ
Constellation Brands Inc
-$1.6M
894
-89%
清仓
NEU
Newmarket Corp
-$1.5M
0
-100%
清仓
DCO
Ducommun Inc
-$1.5M
0
-100%
减持
TFC
Truist Financial Corp
-$1.5M
8,090
-86%
减持
URG
Ur Energy Inc
-$1.5M
11,800
-99%
减持
NVR
NVR Inc
-$1.5M
54
-83%
清仓
FND
Floor Decor Holdings Inc
-$1.5M
0
-100%
减持
BAC
Bank Of America Corporation
-$1.5M
11,298
-83%
减持
PEP
Pepsico Inc
-$1.5M
8,013
-50%
清仓
—
Cooper Cos Inc The
-$1.5M
0
-100%
清仓
MTRX
Matrix Service Co
-$1.4M
0
-100%
清仓
CDNS
Cadence Design Systems Inc
-$1.4M
0
-100%
清仓
MC
Moelis Co
-$1.4M
0
-100%
清仓
QLYS
Qualys Inc
-$1.4M
0
-100%
清仓
HCSG
Healthcare Services Group Inc
-$1.4M
0
-100%
清仓
PODD
Insulet Corp
-$1.4M
0
-100%
清仓
ENOV
Enovis Corp
-$1.4M
0
-100%
清仓
AME
Ametek Inc
-$1.4M
0
-100%
清仓
HOFT
Hooker Furniture Corp
-$1.4M
0
-100%
清仓
SITE
Siteone Landscape Supply Inc
-$1.4M
0
-100%
清仓
VRSK
Verisk Analytics Inc
-$1.4M
0
-100%
清仓
GHM
Graham Corp
-$1.4M
0
-100%
清仓
IDXX
Idexx Laboratories Inc
-$1.3M
0
-100%
清仓
THG
Hanover Insurance Group Inc TH
-$1.3M
0
-100%
清仓
AJG
Arthur J Gallagher Co
-$1.3M
0
-100%
清仓
GSHD
Goosehead Insurance Inc
-$1.3M
0
-100%
减持
CVX
Chevron
-$1.3M
3,170
-71%
清仓
—
Ascendis Pharma AS
-$1.3M
0
-100%
减持
KKR
KKR Co Inc
-$1.3M
5,621
-83%
清仓
MCHP
Microchip Technology Inc
-$1.3M
0
-100%
清仓
JBHT
JB Hunt Transport Services Inc
-$1.3M
0
-100%
减持
MSCI
MSCI Inc
-$1.3M
681
-81%
清仓
DG
Dollar General Corp
-$1.3M
0
-100%
清仓
WCC
Wesco International Inc
-$1.3M
0
-100%
减持
MUSA
Murphy USA Inc
-$1.3M
480
-91%
清仓
DAVA
Endava PLC
-$1.3M
0
-100%
清仓
—
Tecnoglass Inc
-$1.3M
0
-100%
清仓
MATX
Matson Inc
-$1.2M
0
-100%
清仓
EW
Edwards Lifesciences Corp
-$1.2M
0
-100%
清仓
HUBS
Hubspot Inc
-$1.2M
0
-100%
清仓
GPN
Global Payments Inc
-$1.2M
0
-100%
减持
AMZN
Amazon Com
-$1.2M
5,415
-70%
清仓
LPLA
LPL Financial Holdings Inc
-$1.2M
0
-100%
清仓
—
Ceridian HCM Holding Inc
-$1.2M
0
-100%
清仓
WSO
Watsco Inc
-$1.2M
0
-100%
清仓
EPAM
Epam Systems Inc
-$1.2M
0
-100%
清仓
CPRT
Copart Inc
-$1.1M
0
-100%
减持
CAT
Caterpillar
-$1.1M
1,086
-83%
清仓
SCHL
Scholastic Corp
-$1.1M
0
-100%
减持
TXN
Texas Insts
-$1.1M
1,605
-81%
减持
HLT
Hilton Worldwide
-$1.1M
2,833
-74%
清仓
—
Orion Engineered Carbons SA
-$1.1M
0
-100%
清仓
HBB
Hamilton Beach Brands Holding
-$1.1M
0
-100%
清仓
—
Genpact LTD
-$1.1M
0
-100%
清仓
AGX
Argan Inc
-$1.1M
0
-100%
清仓
UTZ
Utz Brands Inc
-$1.1M
0
-100%
清仓
—
Aptiv PLC
-$1.1M
0
-100%
清仓
APPF
Appfolio Inc
-$1.1M
0
-100%
建仓
IWR
iShares Russell Midcap Index FD
+$1.1M
14,324
减持
HUM
Humana Inc
-$1.1M
476
-81%
清仓
NICE
Nice Systems LTD
-$1.1M
0
-100%
清仓
—
Splunk Inc
-$1.1M
0
-100%
清仓
TDY
Teledyne Technologies Inc
-$1.1M
0
-100%
清仓
SRPT
Sarepta Therapeutics Inc
-$1.1M
0
-100%
清仓
NTAP
Netapp Inc
-$1.1M
0
-100%
清仓
NXE
Nexgen Energy LTD
-$1.1M
0
-100%
减持
GM
General Motors
-$1.1M
7,282
-82%
清仓
AVTR
Avantor Inc
-$1.1M
0
-100%
清仓
SPT
Sprout Social Inc
-$1.0M
0
-100%
清仓
CE
Celanese Corp
-$1.0M
0
-100%
清仓
CDW
CDW Corp De
-$1.0M
0
-100%
清仓
NDAQ
Nasdaq Inc
-$1.0M
0
-100%
清仓
EME
Emcor Group Inc
-$1.0M
0
-100%
清仓
FSTR
LB Foster Co
-$1.0M
0
-100%
建仓
GOOGL
Alphabet Inc
+$1.0M
7,689
清仓
RGEN
Repligen Corp
-$1.0M
0
-100%
清仓
WM
Waste Management Inc
-$1.0M
0
-100%
减持
WFC
Wells Fargo Co
-$1.0M
8,216
-77%
