CJM Wealth Advisers, Ltd. 13F 持仓 · 2026年Q2
CJM Wealth Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 3.81 亿美元。前几大持仓：VOO（28.17%）、QQQ（17.38%）、IJH（10.77%）。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 | VOO | VANGUARD INDEX FDS | $107.3M | 28.17% | 156,230 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $66.2M | 17.38% | 89,921 | 增持 |
| 3 | IJH | ISHARES TR | $41.0M | 10.77% | 532,055 | 减持 |
| 4 | IJR | ISHARES TR | $25.2M | 6.62% | 170,022 | 减持 |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $24.6M | 6.45% | 498,563 | 增持 |
| 6 | VTV | VANGUARD INDEX FDS | $13.9M | 3.64% | 63,607 | 减持 |
| 7 | VBK | VANGUARD INDEX FDS | $10.9M | 2.87% | 29,920 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.7M | 2.01% | 15,298 | 减持 |
| 9 | IWF | ISHARES TR | $6.9M | 1.82% | 55,869 | 增持 |
| 10 | XOM | EXXON MOBIL CORP | $6.4M | 1.67% | 46,486 | 减持 |
| 11 | AAPL | APPLE INC | $5.8M | 1.51% | 19,923 | 减持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 1.20% | 64,153 | 增持 |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $3.3M | 0.86% | 11,683 | 增持 |
| 14 | IWD | ISHARES TR | $2.7M | 0.70% | 10,962 | 增持 |
| 15 | VOT | VANGUARD INDEX FDS | $2.6M | 0.69% | 8,559 | 减持 |
| 16 | IWM | ISHARES TR | $2.5M | 0.65% | 8,202 | 减持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 0.64% | 10,313 | 持平 |
| 18 | GOOG | ALPHABET INC | $2.4M | 0.62% | 6,733 | 减持 |
| 19 | VBR | VANGUARD INDEX FDS | $2.2M | 0.58% | 9,161 | 减持 |
| 20 | AMZN | AMAZON COM INC | $2.0M | 0.52% | 8,298 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $1.9M | 0.51% | 5,205 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $1.9M | 0.51% | 9,725 | 减持 |
| 23 | QCOM | QUALCOMM INC | $1.9M | 0.50% | 10,308 | 增持 |
| 24 | KLAC | KLA CORP | $1.8M | 0.48% | 6,000 | 增持 |
| 25 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $1.8M | 0.47% | 43,569 | 减持 |
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