Cm Wealth Advisors LLC 13F 持仓 · 2026年Q2
Cm Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 194 只证券，申报市值合计 5.54 亿美元。前几大持仓：OEF（15.88%）、IVV（13.32%）、DIA（10.05%）。本季前 25 大持仓中：增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | $88.0M | 15.88% | 240,621 | 减持 |
| 2 | IVV | ISHARES TR | $73.9M | 13.32% | 98,618 | 增持 |
| 3 | DIA | STATE STR SPDR DOW JONES IND | $55.7M | 10.05% | 106,644 | 减持 |
| 4 | LECO | LINCOLN ELEC HLDGS INC | $35.8M | 6.46% | 134,394 | 减持 |
| 5 | VOO | VANGUARD INDEX FDS | $27.4M | 4.94% | 39,868 | 减持 |
| 6 | IWD | ISHARES TR | $22.9M | 4.14% | 94,592 | 持平 |
| 7 | NVDA | NVIDIA CORPORATION | $20.7M | 3.74% | 103,565 | 增持 |
| 8 | EQWL | INVESCO EXCHANGE TRADED FD T | $20.3M | 3.67% | 157,710 | 增持 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $19.6M | 3.53% | 82,631 | 减持 |
| 10 | AAPL | APPLE INC | $11.9M | 2.15% | 41,103 | 增持 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $11.8M | 2.14% | 55,659 | 增持 |
| 12 | IWB | ISHARES TR | $10.9M | 1.96% | 26,580 | 减持 |
| 13 | IWN | ISHARES TR | $8.8M | 1.59% | 39,804 | 减持 |
| 14 | GOOGL | ALPHABET INC | $6.3M | 1.14% | 17,679 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $6.2M | 1.12% | 16,670 | 减持 |
| 16 | PKOH | PARK-OHIO HLDGS CORP | $4.3M | 0.78% | 111,892 | 增持 |
| 17 | ASML | ASML HLDG NV | $3.6M | 0.65% | 1,798 | 减持 |
| 18 | IJR | ISHARES TR | $3.3M | 0.60% | 22,559 | 增持 |
| 19 | AMZN | AMAZON COM INC | $3.2M | 0.57% | 13,223 | 增持 |
| 20 | EFA | ISHARES TR | $3.1M | 0.57% | 30,291 | 增持 |
| 21 | V | VISA INC | $3.1M | 0.57% | 9,160 | 减持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 0.56% | 4,174 | 持平 |
| 23 | VO | VANGUARD INDEX FDS | $2.9M | 0.53% | 36,400 | 增持 |
| 24 | LLY | ELI LILLY & CO | $2.9M | 0.52% | 2,386 | 减持 |
| 25 | SLYV | SPDR SERIES TRUST | $2.6M | 0.47% | 23,904 | 持平 |
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