Cdm Financial Counseling Services, Inc. 13F 持仓 · 2026年Q2
Cdm Financial Counseling Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 77 只证券，申报市值合计 1.16 亿美元。前几大持仓：SPY（11.96%）、XLK（10.52%）、VTI（6.29%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.9M | 11.96% | 18,592 | 减持 |
| 2 | XLK | SELECT SECTOR SPDR TR | $12.2M | 10.52% | 64,098 | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $7.3M | 6.29% | 19,733 | 增持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $6.1M | 5.29% | 25,926 | 增持 |
| 5 | MGK | VANGUARD WORLD FD | $4.1M | 3.57% | 47,114 | 增持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $3.8M | 3.24% | 23,768 | 增持 |
| 7 | XLC | SELECT SECTOR SPDR TR | $3.6M | 3.11% | 33,659 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $3.4M | 2.93% | 9,123 | 减持 |
| 9 | SOXX | ISHARES TR | $3.3M | 2.88% | 5,210 | 减持 |
| 10 | VUG | VANGUARD INDEX FDS | $2.7M | 2.36% | 31,861 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $2.6M | 2.22% | 3,747 | 减持 |
| 12 | IVV | ISHARES TR | $2.4M | 2.06% | 3,198 | 持平 |
| 13 | XLY | SELECT SECTOR SPDR TR | $2.4M | 2.03% | 20,065 | 减持 |
| 14 | CAT | CATERPILLAR INC | $2.3M | 1.97% | 2,145 | 减持 |
| 15 | RTX | RTX CORPORATION | $1.9M | 1.60% | 9,777 | 增持 |
| 16 | V | VISA INC | $1.8M | 1.57% | 5,306 | 减持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.55% | 3,605 | 增持 |
| 18 | GOOG | ALPHABET INC | $1.8M | 1.55% | 5,102 | 减持 |
| 19 | SMH | VANECK ETF TRUST | $1.8M | 1.52% | 2,690 | 减持 |
| 20 | QQQ | INVESCO QQQ TR | $1.7M | 1.46% | 2,300 | 减持 |
| 21 | AAPL | APPLE INC | $1.6M | 1.42% | 5,696 | 减持 |
| 22 | MAR | MARRIOTT INTL INC NEW | $1.6M | 1.34% | 4,189 | 减持 |
| 23 | XLU | SELECT SECTOR SPDR TR | $1.5M | 1.32% | 33,703 | 增持 |
| 24 | AMZN | AMAZON COM INC | $1.5M | 1.31% | 6,359 | 减持 |
| 25 | PM | PHILIP MORRIS INTL INC | $1.3M | 1.16% | 7,447 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR