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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 108
增持 25
减持 8
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
LECO
Lincoln Electric HDG
-$37.3M
7,499
-96%
增持
OEF
iShares TSTSP 100 Idx
+$20.8M
266,635
+33%
增持
IWD
iShares Russell 1000 Value Index FD
+$15.5M
92,069
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。
+2448%
增持
VIG
Vanguard DIVApprecIdx FD
+$13.0M
108,560
+187%
建仓
SCZ
iShares MSCI EAFE SmallCap
+$12.0M
189,564
增持
DIA
SPDR Dow Jones Indl Avrg ETF
+$11.4M
135,440
+24%
增持
IWB
iShares TSTRussell 1000 Idx
+$10.4M
62,532
+124%
增持
VTI
Vanguard Total Stock Market ETF
+$4.8M
20,850
+736%
建仓
SPY
SPDR SP 500 ETF Trust
+$4.2M
8,166
减持
NOC
Northrop Grumman
-$3.8M
1,481
-84%
增持
IJR
iShares TSTSP SMCap 600
+$3.2M
54,132
+116%
建仓
VGT
Vanguard Information Technology ETF
+$2.6M
5,135
建仓
NVDA
Nvidia Corp
+$2.3M
2,541
增持
VEA
Vanguard Europe PacETF
+$2.1M
49,700
+506%
建仓
EZM
Wisdomtree US Midcap Earnings ETF
+$2.1M
34,842
清仓
GD
GENERAL DYNAMICS CORP
-$2.0M
0
-100%
增持
GOOGL
Alphabet Inc
+$1.9M
19,166
+96%
增持
IJS
iShares SP Smallcap 600 Value Index Fund
+$1.6M
18,941
+653%
建仓
JAAA
Janus Henderson Aaa Clo
+$1.6M
30,767
增持
AAPL
Apple
+$1.5M
13,994
+160%
建仓
CMG
Chipotle Mexican Grill Inc
+$1.4M
433
减持
PGR
Progressive Ohio
-$1.3M
990
-90%
增持
GOOG
Alphabet Inc
+$1.1M
14,653
+48%
建仓
QUAL
iShares Edge MSCI USA Quality Factor ETF
+$1.1M
6,688
建仓
NFLX
Netflix Inc
+$1.0M
1,683
增持
V
Visa a
+$988.1K
5,416
+177%
增持
IEFA
iShares Core MSCI EAFE ETF
+$937.8K
24,777
+94%
增持
JPM
JP Morgan Chase Co
+$864.4K
7,848
+108%
建仓
—
Eaton
+$838.3K
2,553
建仓
AIG
American International Group I
+$833.1K
10,377
建仓
COP
Conocophillips
+$831.5K
6,731
减持
VOO
Vanguard SP 500 ETF
-$820.6K
50,201
-11%
建仓
ISRG
Intuitive Surgical Inc
+$806.8K
2,076
增持
AMZN
AmazonCom
+$799.5K
5,926
+182%
建仓
—
Asml Holding NVNY
+$789.2K
869
增持
IWN
iShares Russell 2000 Value Fund
+$785.5K
52,657
+10%
建仓
ABNB
Airbnb Inc
+$752.1K
4,706
建仓
NOW
Servicenow Inc
+$750.4K
1,052
增持
MSFT
Microsoft
+$742.6K
11,536
+9%
建仓
INTU
Intuit Inc
+$728.3K
1,136
建仓
ADBE
Adobe SYS Del PV 0001
+$716.7K
1,456
清仓
LLY
ELI LILLY & CO
-$699.5K
0
-100%
增持
PEP
Pepsico Inc
+$677.3K
8,870
+68%
建仓
HON
Honeywell Intl Inc Del
+$667.1K
3,389
建仓
TDG
Transdigm Group Inc
+$636.9K
486
建仓
SPGI
APGlobal inc
+$625.3K
1,459
建仓
DHR
Danaher Corp
+$614.9K
2,472
建仓
UBER
Uber Technologies Inc Com
+$588.4K
8,355
增持
SYK
Stryker
+$580.2K
2,387
+237%
建仓
DIS
Walt Disney
+$574.2K
5,448
建仓
BX
Blackstone Inc
+$573.2K
4,718
建仓
BAC
Bank Of America Corporation
+$567.6K
15,000
建仓
QQQ
Invesco QQQ Trust Series
+$559.8K
1,271
建仓
SNPS
Synopsys Inc
+$557.3K
1,014
建仓
CPRT
Copart Inc
+$540.9K
9,671
建仓
VMC
Vulcan Materials Co
+$524.9K
1,956
建仓
RTX
Raytheon Technologies Co
+$524.8K
5,084
建仓
TTEK
Tetra Tech Inc
+$521.6K
2,450
建仓
USMV
iShares Edge MSCI Min Vol USA ETF
+$520.1K
6,333
建仓
LULU
Lululemon Athletica Inc
+$518.8K
1,483
增持
KEY
Keycorp
+$508.8K
49,841
+205%
清仓
INTC
INTEL CORP
-$487.8K
0
-100%
建仓
MSCI
MSCI Inc
+$475.2K
1,008
建仓
KMX
Carmax Inc
+$473.8K
6,844
建仓
DGRW
Wisdomtree US QLT DIV GRW ETF
+$470.9K
6,300
建仓
HLT
Hilton Worldwide
+$455.9K
2,283
建仓
OKTA
Okta Inc
+$449.4K
4,560
增持
—
Exxon Mobil Corp
+$434.6K
9,138
+46%
建仓
TXN
Texas Insts
+$432.5K
2,351
减持
NSC
Norfolk Southern
-$430.0K
978
-65%
建仓
BDX
Becton Dickinson Co
+$427.8K
1,804
建仓
ECL
Ecolab Inc
+$426.5K
1,831
建仓
CRWD
Crowdstrike HLDGS Inc
+$411.0K
1,315
建仓
VLTO
Veralto CorpWI
+$410.6K
4,221
建仓
ALL
Allstate Corp
+$409.0K
2,432
建仓
ADP
Auto Data Processing
+$404.0K
1,648
建仓
UNP
Union Pac Corp
+$403.3K
1,664
建仓
EL
Lauder Estee Cos Inc A
+$403.2K
3,114
建仓
INVH
Invitation Homes Inc
+$402.8K
11,515
建仓
WFC
Wells Fargo Co
+$401.5K
6,662
建仓
META
Facebook Inc
+$398.5K
851
建仓
—
Alcon Inc
+$394.7K
4,875
建仓
AMGN
Amgen Inc
+$390.1K
1,299
建仓
ILMN
Illumina Inc
+$389.2K
3,450
建仓
LHX
L3 Harris Technologies Inc
+$381.9K
1,769
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$381.3K
0
-100%
建仓
CBRE
Cbre Group Inc
+$374.3K
4,327
建仓
TGT
Target Corp
+$371.5K
2,316
建仓
SYY
Sysco Corp
+$364.8K
4,812
建仓
ZTS
Zoetis Inc
+$357.5K
2,117
建仓
WCN
Waste Connections Inc
+$354.0K
2,135
建仓
SBAC
Sba Communications
+$350.3K
1,787
建仓
CSGP
Costar Group Inc
+$347.7K
3,761
建仓
FANG
Diamondback Energy Inc
+$334.6K
1,643
建仓
GM
General Motors
+$333.8K
7,373
建仓
VUG
Vanguard Growth ETF
+$333.1K
970
建仓
IEMG
iShares Core MSCI Emerg MKTS
+$331.3K
6,237
建仓
HCA
Hca Holdings Inc SHS
+$330.5K
1,051
建仓
CAT
Caterpillar
+$329.0K
950
减持
PKOH
Park OhHDG
-$323.5K
109,626
-7%
建仓
PFE
Pfizer
+$319.9K
11,518
建仓
TECH
BioTechne Corp
+$312.6K
4,036
建仓
—
Eagle Prime Finance Special Situation Access Fund LP
+$311.6K
311,601
建仓
—
Premier Finl Corp
+$309.6K
14,700
增持
ABBV
Abbvie Inc
+$309.2K
5,079
+50%
建仓
VEEV
Veeva Systems Inc
+$309.2K
1,506
建仓
—
Linde PLC
+$304.0K
707
建仓
—
Medtronic PLC
+$302.9K
3,699
建仓
DE
Deere Co
+$300.1K
740
建仓
—
Accenture PLC
+$299.8K
961
建仓
PH
ParkerHannifin
+$298.7K
543
建仓
HEI/A
Heico Corp
+$295.9K
1,773
减持
MCD
MC Donald's Corporation
-$290.7K
1,314
-39%
建仓
MKL
Markel Corp
+$285.9K
177
建仓
EXR
Extra Space Storage Inc
+$280.7K
1,959
建仓
IYJ
iShares US Industrials ETF
+$280.5K
2,280
建仓
CMI
Cummins Inc
+$278.9K
972
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$275.3K
0
-100%
建仓
NVR
NVR Inc
+$271.4K
35
增持
CVX
Chevron
+$270.8K
5,227
+35%
建仓
FCX
FreeportMcmoran Inc
+$268.2K
5,219
建仓
KRE
SPDR SP Regional Banking ETF
+$263.8K
5,288
建仓
HD
Home Depot
+$263.7K
774
清仓
BNY
BANK NEW YORK MELLON CORP
-$260.3K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$258.4K
0
-100%
建仓
TSM
Taiwan Semiconductor MFG Co LTD Sponsored ADR
+$256.8K
1,820
建仓
—
White Mountains Insurance Grou
+$253.0K
136
建仓
RIO
Rio Tinto PLC F Sponsored ADR
+$252.1K
3,600
建仓
SSNC
SSC Technologies Holdings Inc
+$251.6K
4,012
建仓
GWRE
Guidewire Software Inc
+$250.8K
2,150
建仓
RRX
Regal Rexnord Corp
+$244.0K
1,552
增持
TMO
Thermo Fisher Scientific Inc
+$241.2K
1,313
+36%
建仓
WM
Waste Management Inc
+$240.4K
1,142
清仓
NWL
NEWELL BRANDS INC
-$237.8K
0
-100%
建仓
IWF
iShares Russell 1000 Growth
+$233.1K
694
建仓
UNH
Unitedhealth GP
+$232.9K
465
减持
PG
Procter Gamble
-$232.4K
3,100
-39%
建仓
—
Laboratory Corp Of America Hol
+$229.5K
1,139
建仓
NEM
Newmont Goldcorp Corp
+$229.0K
5,525
建仓
—
Ascendis Pharma AS
+$227.6K
1,674
建仓
ODFL
Old Dominion Freight Line Inc
+$226.9K
1,228
建仓
FSLR
First Solar Inc
+$225.8K
1,160
建仓
GSHD
Goosehead Insurance Inc
+$224.9K
3,687
清仓
PAVE
GLOBAL X FDS
-$223.8K
0
-100%
建仓
CINF
Cincinnati Finl
+$223.1K
1,904
建仓
VRT
Vertiv Holdings LLC
+$223.0K
2,350
建仓
D
Dominion Res Inc Va New
+$218.9K
4,199
建仓
LSTR
Landstar System Inc
+$216.4K
1,189
建仓
PWR
Quanta Services Inc
+$214.8K
805
建仓
AXP
American Express
+$214.2K
910
