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Livermore
Livermore
中文EN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
1,022
較 2021 年第 1 季 +1
總值
$435.4 億
較 2021 年第 1 季 +$38.2 億 (+9.6%)
申報日
2021/8/16
SEC
CIBC Private Wealth Group, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock7,840,201$21.2 億4.9%+10,322+0.1%加碼歷史
AMZNAmazon Com IncStock555,532$19.1 億4.4%−1,584−0.3%減碼歷史
AAPLApple Inc.Stock12,317,951$16.9 億3.9%−124,885−1.0%減碼歷史
BXBlackstone Inc.COM10,022,847$9.74 億2.2%+93,623+0.9%加碼歷史
GOOGLAlphabet Inc.Stock398,642$9.73 億2.2%+30,759+8.4%加碼歷史
VVisa Inc.Stock3,676,147$8.60 億2.0%+226,136+6.6%加碼歷史
JPMJPMorgan Chase & CoStock4,783,561$7.44 億1.7%+8,930+0.2%加碼歷史
GOOGAlphabet Inc.Stock289,259$7.25 億1.7%−6,175−2.1%減碼歷史
HDHome Depot, Inc.Stock2,054,980$6.55 億1.5%+24,412+1.2%加碼歷史
UNHUnitedHealth Group IncStock1,523,547$6.10 億1.4%+240.0%加碼歷史
DHRDanaher CorpStock2,075,406$5.57 億1.3%−60,523−2.8%減碼歷史
ADBEAdobe Inc.Stock915,822$5.36 億1.2%−2,734−0.3%減碼歷史
SCHWSchwab Charles CorpStock7,197,156$5.24 億1.2%+844,352+13.3%加碼歷史
SPGIS&P Global Inc.Stock1,198,161$4.92 億1.1%+57,049+5.0%加碼歷史
ABTAbbott LaboratoriesStock4,075,358$4.72 億1.1%−483,560−10.6%減碼歷史
Alps Clean Energy ETF00162Q460ETF6,115,439$4.64 億1.1%+375,671+6.5%加碼–
HONHoneywell International IncCOM2,073,298$4.55 億1.0%+5,772+0.3%加碼歷史
CSCOCisco Systems, Inc.Stock8,162,177$4.33 億1.0%+11,059+0.1%加碼歷史
TMUST-Mobile US, Inc.Stock2,956,311$4.28 億1.0%−19,796−0.7%減碼歷史
EPDEnterprise Products Partners L.P.Stock17,253,743$4.16 億1.0%+2,539,599+17.3%加碼歷史
ZTSZoetis Inc.Stock2,215,673$4.13 億0.9%−128,223−5.5%減碼歷史
ROPRoper Technologies IncStock851,329$4.00 億0.9%+70,210+9.0%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR6,660,424$3.99 億0.9%+243,614+3.8%加碼歷史
NEENextera Energy IncStock5,429,359$3.98 億0.9%+1,382,166+34.2%加碼歷史
UNPUnion Pacific CorpStock1,768,757$3.89 億0.9%−281,281−13.7%減碼歷史
RTXRTX CorpStock4,555,011$3.89 億0.9%+5,412+0.1%加碼歷史
AMTAmerican Tower CorpREIT1,413,178$3.82 億0.9%+4,500+0.3%加碼歷史
CRMSalesforce, Inc.Stock1,522,975$3.72 億0.9%+247,867+19.4%加碼歷史
MAMastercard IncStock919,669$3.36 億0.8%+2680.0%加碼歷史
TXNTexas Instruments IncStock1,736,184$3.34 億0.8%+121,216+7.5%加碼歷史
TMOThermo Fisher Scientific Inc.Stock647,942$3.27 億0.8%−102,551−13.7%減碼歷史
FISFidelity National Information Services, Inc.Stock2,286,780$3.24 億0.7%−1,1430.0%減碼歷史
JKHYJack Henry & Associates IncStock1,933,749$3.16 億0.7%+44,502+2.4%加碼歷史
QCOMQualcomm IncStock2,186,449$3.13 億0.7%−29,637−1.3%減碼歷史
USBUS Bancorp DECOM NEW5,466,094$3.11 億0.7%−1,011,885−15.6%減碼歷史
MLMMartin Marietta Materials IncCOM876,102$3.08 億0.7%+531,722+154.4%加碼歷史
PEPPepsiCo IncStock2,036,049$3.02 億0.7%−15,428−0.8%減碼歷史
MDTMedtronic plcStock2,348,004$2.91 億0.7%−1,639−0.1%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,455,053$2.91 億0.7%−722,276−22.7%減碼歷史
CMECME Group Inc.COM1,339,235$2.85 億0.7%+226,093+20.3%加碼歷史
LINLinde PLCSHS977,446$2.83 億0.6%−2,551−0.3%減碼歷史
COSTCostco Wholesale CorpStock708,708$2.80 億0.6%+16,808+2.4%加碼歷史
ADIAnalog Devices IncStock1,596,782$2.75 億0.6%−3410.0%減碼歷史
ECLEcolab Inc.Stock1,298,894$2.68 億0.6%−19,059−1.4%減碼歷史
OTISOtis Worldwide CorpStock3,246,148$2.65 億0.6%+16,515+0.5%加碼歷史
BLKBlackRock, Inc.COM300,000$2.62 億0.6%−1,453−0.5%減碼歷史
CMCSAComcast CorpStock4,580,292$2.61 億0.6%+75,695+1.7%加碼歷史
PXDPioneer Natural Resources CoCOM1,568,991$2.55 億0.6%+301,632+23.8%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM997,709$2.53 億0.6%+550,929+123.3%加碼歷史
ADPAutomatic Data Processing IncStock1,272,951$2.53 億0.6%−29,390−2.3%減碼歷史
MPLXMPLX LPCOM UNIT REP LTD8,510,197$2.52 億0.6%−970,973−10.2%減碼歷史
FISVFiserv IncStock2,341,024$2.50 億0.6%−389,522−14.3%減碼歷史
SYKStryker CorpStock953,247$2.48 億0.6%−206,026−17.8%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,289,667$2.46 億0.6%−9,116−0.7%減碼歷史
GSGoldman Sachs Group IncStock636,653$2.42 億0.6%+74,660+13.3%加碼歷史
SWKStanley Black & Decker, Inc.COM1,135,570$2.33 億0.5%+23,941+2.2%加碼歷史
DISWalt Disney CoStock1,318,457$2.32 億0.5%−15,081−1.1%減碼歷史
NVDANVIDIA CorpStock283,885$2.27 億0.5%+72,724+34.4%加碼歷史
BKNGBooking Holdings Inc.Stock102,665$2.25 億0.5%+47,479+86.0%加碼歷史
CICigna GroupStock936,033$2.22 億0.5%−3860.0%減碼歷史
RHIRobert Half Inc.COM2,379,414$2.12 億0.5%+273,569+13.0%加碼歷史
ELVElevance Health, Inc.Stock542,982$2.07 億0.5%+234,510+76.0%加碼歷史
iShares Core S&P 500 ETF464287200ETF470,323$2.02 億0.5%−7,860−1.6%減碼–
TELTE Connectivity plcREG SHS1,480,372$2.00 億0.5%+452,487+44.0%加碼歷史
MDLZMondelez International, Inc.Stock3,159,307$1.97 億0.5%−25,710−0.8%減碼歷史
EWEdwards Lifesciences CorpStock1,784,671$1.85 億0.4%−24,664−1.4%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN16,867,643$1.79 億0.4%−2,882,445−14.6%減碼歷史
AWKAmerican Water Works Company, Inc.Stock1,149,594$1.77 億0.4%+2,666+0.2%加碼歷史
PYPLPayPal Holdings, Inc.Stock606,872$1.77 億0.4%+3,820+0.6%加碼歷史
SHWSherwin Williams CoCOM637,427$1.74 億0.4%+13,037+2.1%加碼依 3 比 1 拆股換算歷史
ISRGIntuitive Surgical IncCOM NEW187,693$1.73 億0.4%+964+0.5%加碼歷史
IDXXIDEXX Laboratories IncCOM272,140$1.72 億0.4%−2,713−1.0%減碼歷史
JNJJohnson & JohnsonStock1,026,515$1.69 億0.4%−1,104,679−51.8%減碼歷史
CVXChevron CorpStock1,611,264$1.69 億0.4%−7,107−0.4%減碼歷史
TJXTJX Companies IncStock2,474,335$1.67 億0.4%−1,152,187−31.8%減碼歷史
CMGChipotle Mexican Grill IncCOM105,762$1.64 億0.4%+61,746+140.3%加碼歷史
DGDollar General CorpCOM756,188$1.64 億0.4%−20,573−2.6%減碼歷史
EPAMEPAM Systems, Inc.COM304,936$1.56 億0.4%−30,915−9.2%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF652,378$1.55 億0.4%+70,935+12.2%加碼–
iShares Russell 1000 Growth ETF464287614ETF563,454$1.53 億0.4%−13,351−2.3%減碼–
TREXTrex Co IncCOM1,449,988$1.48 億0.3%+5060.0%加碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP8,561,123$1.42 億0.3%+105,582+1.2%加碼歷史
Vanguard S&P 500 ETF922908363ETF351,534$1.38 億0.3%−28,051−7.4%減碼–
SBUXStarbucks CorpStock1,223,583$1.37 億0.3%+63,167+5.4%加碼歷史
METAMeta Platforms, Inc.Stock389,912$1.36 億0.3%+25,280+6.9%加碼歷史
MCHPMicrochip Technology IncStock892,671$1.34 億0.3%+7,273+0.8%加碼歷史
BRK.BBerkshire Hathaway IncStock463,333$1.29 億0.3%+4,987+1.1%加碼歷史
URIUnited Rentals, Inc.COM403,429$1.29 億0.3%+2,074+0.5%加碼歷史
VICIVici Properties Inc.COM4,118,543$1.28 億0.3%+162,555+4.1%加碼歷史
iShares Russell 2000 ETF464287655ETF545,021$1.25 億0.3%−4,547−0.8%減碼–
iShares Russell Midcap ETF464287499ETF1,569,972$1.24 億0.3%−21,670−1.4%減碼–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP2,518,721$1.23 億0.3%−242,262−8.8%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF543,780$1.23 億0.3%+10,059+1.9%加碼–
CATCaterpillar IncStock558,396$1.22 億0.3%+79,694+16.6%加碼歷史
ASMLASML Holding NVADR175,558$1.21 億0.3%−14,251−7.5%減碼歷史
NTCTNetscout Systems IncCOM4,174,476$1.19 億0.3%+1,343,024+47.4%加碼歷史
ACNAccenture plcStock388,263$1.14 億0.3%−909−0.2%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF979,917$1.11 億0.3%−4,794−0.5%減碼–
WMBWilliams Companies, Inc.COM4,063,109$1.08 億0.2%+400,269+10.9%加碼歷史
SPYSPDR S&P 500 ETF TrustETF245,865$1.05 億0.2%−14,182−5.5%減碼歷史

2021 年第 1 季之後清倉（95 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

CIBC Private Wealth Group, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
OIO-I Glass, Inc.COM1,586,604$2,339 萬0.1%歷史
XLNXXilinx IncCOM140,809$1,745 萬<0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR896,662$1,255 萬<0.1%歷史
ALXNAlexion Pharmaceuticals, Inc.COM72,069$1,102 萬<0.1%歷史
BF.BBrown Forman CorpStock129,750$894.8 萬<0.1%歷史
Fortistar Sustainable Sol Co34962M205UNIT 01/14/2026900,000$891.9 萬<0.1%–
Grubhub Inc400110102COM140,256$841.4 萬<0.1%–
Spartan Acquisition Corp II846775104COM802,361$839.3 萬<0.1%–
RMG Acquisition Corp IIIG76088114UNIT 02/08/2026760,447$756.6 萬<0.1%–
Climate Real Impact Slutins187171202UNIT 99/99/9999700,000$700.0 萬<0.1%–
Decarbonization Plus Acqu II242794204UNIT 01/19/2026650,000$653.9 萬<0.1%–
Sustainable Develp Acqu I Co86934L202UNIT 02/04/2026600,000$597.0 萬<0.1%–
Spartan Acquisition Corp. III84677R205UNIT 99/99/9999500,000$501.5 萬<0.1%–
Alussa Energy Acquisition Corp.G0232J101SHS CL A500,000$500.0 萬<0.1%–
GBTGlobal Blood Therapeutics, Inc.COM117,741$479.8 萬<0.1%歷史
GIGCAPITAL4 Inc37518G200UNIT 99/99/9999450,000$444.2 萬<0.1%–
DELLDell Technologies Inc.Stock39,833$351.2 萬<0.1%歷史
Northern Genesis Acquisition66516U101COMMON STOCK350,000$347.2 萬<0.1%–
Oaktree Acquisition Corp IIG6715X103CL A SHS341,070$337.3 萬<0.1%–
MGAMagna International IncCOM37,759$332.4 萬<0.1%歷史
WSMWilliams Sonoma IncCOM18,398$329.7 萬<0.1%歷史
Thayer Ventures Acqu Corp88332T100COM CL A326,284$323.0 萬<0.1%–
WSTWest Pharmaceutical Services IncCOM11,243$316.8 萬<0.1%歷史
Pivotal Investment Corp III72582M205UNIT 01/28/2028311,544$311.5 萬<0.1%–
Ecp Environmental GW Opt Cor26829T209UNIT 03/01/2026300,000$302.4 萬<0.1%–
OPAL Fuels Inc.G0R21B120UNIT 03/16/2028300,000$300.0 萬<0.1%–
RETAReata Pharmaceuticals IncCL A29,496$294.1 萬<0.1%歷史
Citic Capital Acquisition CoG21513109COM CL A291,720$291.7 萬<0.1%–
Hennessy Capital Invs Corp V42589T107COM CL A295,765$290.1 萬<0.1%–
IAC Interactivecorp New44891N109COM13,401$289.9 萬<0.1%–
ETSYEtsy IncCOM13,776$277.8 萬<0.1%歷史
RMG Acquisition Corp IIG76083107CL A SHS252,465$253.0 萬<0.1%–
Apollo Strategic Growth CaptG0411R106SHS CL A250,000$247.5 萬<0.1%–
IQVIQVIA Holdings Inc.Stock12,166$235.0 萬<0.1%歷史
VICRVicor CorpCOM27,186$231.2 萬<0.1%歷史
Pluralsight Inc72941B106COM CL A101,475$226.7 萬<0.1%–
Acon S2 Acquisition CorpG00748106CL SHS226,540$222.2 萬<0.1%–
WKHSWorkhorse Group Inc.COM NEW150,000$206.6 萬<0.1%歷史
AEA-Bridges Impact Corp.G01046104SHS CL A195,646$192.1 萬<0.1%–
BYNDBeyond Meat, Inc.COM13,645$177.6 萬<0.1%歷史
Live Oak Mobility Acquisi Co538126202UNIT 03/01/2028162,659$162.3 萬<0.1%–
Aphria Inc03765K104COM69,924$128.5 萬<0.1%–
DALDelta Air Lines, Inc.COM NEW26,318$127.1 萬<0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B23,940$127.0 萬<0.1%歷史
WDCWestern Digital CorpCOM18,592$124.0 萬<0.1%歷史
KSSKOHLS CorpStock20,465$122.0 萬<0.1%歷史
SFIXStitch Fix, Inc.Stock22,965$113.8 萬<0.1%歷史
PDACPeridot Acquisition Corp.SHS CL A100,000$106.5 萬<0.1%歷史
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF22,880$105.2 萬<0.1%–
LENLennar CorpCL A10,230$103.6 萬<0.1%歷史
FLOFlowers Foods IncCOM41,228$98.2 萬<0.1%歷史
Colony Cap Inc New19626G108CL A COM149,442$96.8 萬<0.1%–
AMBAAmbarella IncSHS9,353$93.9 萬<0.1%歷史
Kraneshares Trust500767306CSI CHI INTERNET11,341$86.6 萬<0.1%–
TLSTelos CorpCOM21,508$81.6 萬<0.1%歷史
CGCCanopy Growth CorpCOM24,345$78.0 萬<0.1%歷史
BUDAnheuser-Busch InBev SA/NVADR11,827$74.3 萬<0.1%歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF14,734$74.0 萬<0.1%–
NCLHNorwegian Cruise Line Holdings Ltd.SHS26,205$72.3 萬<0.1%歷史
ARWRArrowhead Pharmaceuticals, Inc.COM10,159$67.4 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM7,270$62.2 萬<0.1%歷史
LNTHLantheus Holdings, Inc.Stock26,770$57.2 萬<0.1%歷史
HMS Hldgs Corp40425J101COM14,707$54.4 萬<0.1%–
Finserv Acquisition Corp318085107CL A38,731$50.7 萬<0.1%–
WWWW International, Inc.COM15,920$49.8 萬<0.1%歷史
SWISolarWinds CorpCOM27,775$48.4 萬<0.1%歷史
MYCBlackRock Muniyield California Fund, Inc.COM31,546$46.5 萬<0.1%歷史
BBYBest Buy Co IncStock3,916$45.0 萬<0.1%歷史
ROLRollins IncCOM12,714$43.8 萬<0.1%歷史
APPHAppHarvest, Inc.COM23,100$42.3 萬<0.1%歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF24,415$41.3 萬<0.1%歷史
Hexo Corp428304307COM NEW59,570$38.6 萬<0.1%–
GFLGFL Environmental Inc.SUB VTG SHS11,000$38.4 萬<0.1%歷史
TALTAL Education GroupSPONSORED ADS6,540$35.2 萬<0.1%歷史
WENWendy's CoStock16,473$33.3 萬<0.1%歷史
Vonage Holdings Corp92886T201COM25,632$30.3 萬<0.1%–
Qell Acquisition CorpG7307X113*W EXP 10/01/202150,000$25.8 萬<0.1%–
KYNBKyntra Bio, Inc.COM7,201$25.0 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR8,014$24.4 萬<0.1%歷史
BEAMBeam Therapeutics Inc.COM3,020$24.2 萬<0.1%歷史
HAPNHappen, Inc.COM NEW14,456$23.9 萬<0.1%歷史
SUSuncor Energy IncStock11,328$23.7 萬<0.1%歷史
Realpage Inc75606N109COM2,576$22.5 萬<0.1%–
AALAmerican Airlines Group Inc.Stock9,335$22.3 萬<0.1%歷史
SCCOSouthern Copper CorpStock3,211$21.8 萬<0.1%歷史
EDITEditas Medicine, Inc.COM5,120$21.5 萬<0.1%歷史
SPCEVirgin Galactic Holdings, IncCOM6,789$20.8 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM1,000$20.7 萬<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM2,732$20.4 萬<0.1%歷史
GRFSGrifols SASP ADR REP B NVT11,784$20.3 萬<0.1%歷史
AEEAmeren CorpCOM2,482$20.2 萬<0.1%歷史
NSTBNorthern Star Investment Corp. IICOM CLASS A20,000$20.0 萬<0.1%歷史
OSBCOld Second Bancorp IncCOM12,000$15.9 萬<0.1%歷史
RITMRithm Capital Corp.REIT11,530$13.0 萬<0.1%歷史
ACGNAceragen, Inc.COM PAR20,500$2.70 萬<0.1%歷史