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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 20
增持 6
减持 28
清仓 96
方向
标的
Δ市值
现股数(环比)
减持
LECO
Lincoln Electric Holdings Inc
+$34.1M
688
-100%
减持
OEF
iShares TST SP 100 Idx
-$19.7M
207,981
-30%
减持
IWB
iShares TST Russell 1000 Idx
-$10.4M
27,971
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。
-59%
增持
DIA
SPDR Dow Jones Indl Avrg ETF
+$7.5M
109,584
+27%
减持
AAPL
Apple Inc
-$6.3M
5,391
-85%
减持
VIG
Vanguard Dividend Apprec ETF
-$6.0M
38,603
-47%
减持
IWM
iShares Russell 2000 Index Fund
-$4.0M
2,315
-90%
建仓
GE
General Electric Co
+$3.9M
16,262
减持
VTI
Vanguard Total Stock Market ETF
-$3.4M
2,495
-86%
减持
IWN
iShares Russell 2000 Value Index
-$3.2M
48,167
-27%
建仓
RSPC
Invesco SP 500 Equal Weight
+$2.9M
20,342
清仓
RSP
Invesco SP 500 Equal Weight
-$2.9M
0
-100%
减持
VOO
Vanguard SP 500 ETF
-$2.5M
56,516
-8%
减持
VEA
Vanguard FTSE Dev MKTS ETF
-$2.3M
8,200
-86%
清仓
VGT
Vanguard Information Technology ETF
-$2.3M
0
-100%
建仓
VO
Vanguard Mid Cap ETF
+$2.1M
9,923
清仓
EZM
Wisdomtree US Midcap Earnings ETF
-$1.9M
0
-100%
增持
GOOGL
Alphabet Inc
+$1.6M
19,652
+156%
建仓
PGR
Progressive Corp Ohio
+$1.6M
9,785
建仓
MMM
3M Co
+$1.3M
990
清仓
IWR
iShares Russell Midcap Index FD
-$1.1M
0
-100%
清仓
DIS
Walt Disney
-$1.0M
0
-100%
清仓
CMG
Chipotle Mexican Grill Inc
-$1.0M
0
-100%
清仓
DHR
Danaher Corp
-$926.9K
0
-100%
清仓
NVDA
Nvidia Corp
-$911.6K
0
-100%
减持
V
Visa Inc
-$894.6K
1,956
-67%
建仓
IEFA
iShares Core MSCI EAFE ETF
+$874.5K
13,190
建仓
ODMAX
Invesco Oppenheimer Developing Markets Fund
+$817.0K
22,022
清仓
ISRG
Intuitive Surgical Inc
-$760.5K
0
-100%
清仓
NFLX
Netflix Inc
-$716.6K
0
-100%
清仓
NOW
Servicenow Inc
-$690.9K
0
-100%
建仓
—
U S Treasury Note 1875 Due Aug 31 2024
+$684.1K
700
清仓
INTU
Intuit Inc
-$679.7K
0
-100%
清仓
AIG
American International Group I
-$679.1K
0
-100%
减持
PEP
Pepsico Inc
-$639.0K
5,270
-34%
清仓
—
Asml Holding NV NY
-$624.3K
0
-100%
减持
SHW
Sherwin Williams Co
-$618.2K
1,017
-68%
清仓
COP
Conocophillips
-$614.7K
0
-100%
清仓
TDG
Transdigm Group Inc
-$596.6K
0
-100%
清仓
ILMN
Illumina Inc
-$595.8K
0
-100%
增持
IVV
iShares SP 500
+$593.1K
9,875
+18%
建仓
NSC
Norfolk Southern Corp
+$572.4K
2,786
清仓
INVH
Invitation Homes Inc
-$571.3K
0
-100%
清仓
BX
Blackstone Inc
-$562.6K
0
-100%
减持
ABT
Abbott Labs
-$558.6K
6,455
-38%
清仓
LULU
Lululemon Athletica Inc
-$552.2K
0
-100%
增持
IJR
iShares TST SP SML Cap 600
+$540.5K
24,978
+39%
清仓
HON
Honeywell Intl Inc Del
-$534.8K
0
-100%
清仓
ALGN
Align Technology Inc
-$531.2K
0
-100%
清仓
VMC
Vulcan Materials Co
-$526.7K
0
-100%
减持
JPM
JP Morgan Chase Co
-$516.1K
3,765
-45%
建仓
VYM
Vanguard High DVD Yield
+$502.3K
4,805
清仓
SPGI
SP Global Inc
-$501.2K
0
-100%
清仓
ABNB
Airbnb Inc
-$500.6K
0
-100%
减持
SYK
Stryker
-$499.2K
840
-68%
清仓
KMX
Carmax Inc
-$483.0K
0
-100%
清仓
QQQ
Invesco QQQ Trust Series 1
-$475.5K
0
-100%
清仓
BDX
Becton Dickinson Co
-$466.5K
0
-100%
清仓
KEY
Keycorp
-$462.9K
0
-100%
清仓
TECH
Bio Techne Corp
-$449.5K
0
-100%
清仓
HLT
Hilton Worldwide
-$436.8K
0
-100%
清仓
DGRW
Wisdomtree US QLT DIV GRW ETF
-$430.7K
0
-100%
清仓
TTEK
Tetra Tech Inc
-$417.6K
0
-100%
减持
NKE
Nike Inc
-$412.5K
2,903
-56%
减持
AMZN
Amazon Com
-$409.7K
2,100
-61%
清仓
ECL
Ecolab Inc
-$404.8K
0
-100%
清仓
ZTS
Zoetis Inc
-$402.8K
0
-100%
清仓
WCN
Waste Connections Inc
-$401.1K
0
-100%
清仓
—
Eaton
-$393.4K
0
-100%
清仓
ADP
Auto Data Processing
-$386.9K
0
-100%
建仓
INTC
Intel Corp
+$383.8K
9,708
增持
CSCO
Cisco Systems
+$382.7K
12,377
+134%
清仓
WFC
Wells Fargo Co
-$379.1K
0
-100%
清仓
RTX
Raytheon Technologies Co
-$377.7K
0
-100%
清仓
GOOG
Alphabet Inc
-$377.1K
0
-100%
建仓
—
American Water Works Co Inc
+$376.9K
2,889
清仓
MSCI
MSCI Inc
-$374.7K
0
-100%
建仓
SCHD
Schwab US Dividend Eqty
+$372.5K
5,261
清仓
BAC
Bank Of America Corporation
-$360.4K
0
-100%
建仓
FRBBX
Flat Rock Enhanced Income Fund
+$354.2K
16,836
清仓
OKTA
Okta Inc
-$349.0K
0
-100%
减持
EFA
iShares TST MSCI EAFE Idx FD
-$346.4K
27,508
-11%
清仓
NVR
NVR Inc
-$342.5K
0
-100%
清仓
CBRE
Cbre Group Inc
-$340.1K
0
-100%
清仓
KKR
KKR Co Inc
-$337.0K
0
-100%
减持
BRK/B
Berkshire Hathaway Inc
-$331.5K
817
-54%
清仓
SGI
Tempur Sealy International Inc
-$325.1K
0
-100%
清仓
ODFL
Old Dominion Freight Line Inc
-$312.6K
0
-100%
清仓
CSGP
Costar Group Inc
-$309.8K
0
-100%
减持
ABBV
Abbvie Inc
-$309.7K
3,383
-34%
清仓
CRWD
Crowdstrike HLDGS Inc
-$307.6K
0
-100%
建仓
—
Crawford Utd Corp Class A
+$304.3K
10,500
减持
PG
Procter Gamble Co
-$302.1K
5,114
-25%
清仓
MCO
Moodys Corp
-$300.1K
0
-100%
清仓
VEEV
Veeva Systems Inc
-$297.5K
0
-100%
建仓
COST
Costco Wholesale Corp
+$295.9K
500
减持
TMO
Thermo Fisher Scientific Inc
-$295.9K
962
-27%
清仓
ANSS
Ansys Inc
-$288.5K
0
-100%
清仓
TXN
Texas Insts
-$288.3K
0
-100%
清仓
VZ
Verizon Communications Inc
-$287.1K
0
-100%
清仓
AMT
American Tower Corp
-$285.0K
0
-100%
清仓
CAT
Caterpillar
-$284.2K
0
-100%
清仓
PH
Parker Hannifin
-$284.1K
0
-100%
清仓
VUG
Vanguard Growth ETF
-$283.1K
0
-100%
清仓
GM
General Motors
-$277.1K
0
-100%
清仓
META
Facebook Inc
-$277.0K
0
-100%
清仓
—
Linde PLC
-$274.8K
0
-100%
清仓
ALL
Allstate Corp
-$273.5K
0
-100%
减持
EEM
iShares MSCI Emrg MKTS Idx FD
-$267.1K
18,128
-22%
清仓
TFC
Truist Financial Corp
-$267.1K
0
-100%
清仓
LSTR
Landstar System Inc
-$265.8K
0
-100%
清仓
TSLA
Tesla Inc
-$265.1K
0
-100%
清仓
AMGN
Amgen Inc
-$263.8K
0
-100%
清仓
UNP
Union Pac Corp
-$261.9K
0
-100%
清仓
FAST
Fastenal Co
-$260.8K
0
-100%
减持
JNJ
Johnson Johnson
-$259.7K
2,860
-27%
建仓
IBM
International Business Machs
+$255.9K
1,683
清仓
HD
Home Depot
-$253.2K
0
-100%
清仓
DE
Deere Co
-$251.1K
0
-100%
清仓
HEI/A
Heico Corp
-$250.6K
0
-100%
建仓
RMI
RMI Holdings Real Estate
+$250.0K
9,785
清仓
IYJ
iShares US Industrials ETF
-$248.0K
0
-100%
清仓
ROK
Rockwell Automation Inc
-$245.0K
0
-100%
清仓
STZ
Constellation Brands Inc
-$243.6K
0
-100%
清仓
—
Medtronic PLC
-$243.4K
0
-100%
清仓
FSLR
First Solar Inc
-$241.7K
0
-100%
清仓
FCX
Freeport Mcmoran Inc
-$240.5K
0
-100%
清仓
SBAC
Sba Communications
-$239.5K
0
-100%
清仓
RIO
Rio Tinto PLC F Sponsored ADR
-$238.0K
0
-100%
清仓
KO
Coca Cola
-$237.2K
0
-100%
清仓
WSC
Willscot Mobile Mini Holdings
-$236.5K
0
-100%
清仓
MKL
Markel Corp
-$235.9K
0
-100%
清仓
—
Icon PLC
-$233.2K
0
-100%
清仓
—
WNS Holdings LTD
-$233.0K
0
-100%
建仓
BNY
Bank Of New York Mellon Corp
+$232.3K
5,000
清仓
MGNI
Magnite Inc
-$230.4K
0
-100%
清仓
SSNC
SSC Technologies Holdings Inc
-$229.7K
0
-100%
清仓
—
White Mountains Insurance Grou
-$229.1K
0
-100%
清仓
—
Masonite International Corp
-$218.8K
0
-100%
清仓
TGT
Target Corp
-$218.2K
0
-100%
清仓
HUM
Humana Inc
-$215.8K
0
-100%
清仓
CINF
Cincinnati Finl
-$208.8K
0
-100%
清仓
DXCM
Dexcom Inc
-$203.9K
0
-100%
清仓
PFE
Pfizer
-$203.1K
0
-100%
建仓
PAVE
Global X US Infrastructure Development ETF
+$201.5K
6,466
增持
GD
General Dynamics Corp
+$198.1K
7,822
+1%
减持
APD
Air Products Chemicals Inc
-$175.1K
2,014
-14%
清仓
MUSA
Murphy USA Inc
-$145.1K
0
-100%
减持
LLY
Lilly Eli Co
-$141.8K
1,200
-37%
减持
ROP
Roper Technologies Inc
-$138.5K
500
-39%
