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CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/16 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,263
較 2021 年第 4 季 +255
總值
$458.1 億
較 2021 年第 4 季 −$24.0 億 (−5.0%)
申報日
2022/5/16
SEC
CIBC Private Wealth Group, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock7,655,164$23.6 億5.2%−58,132−0.8%減碼歷史
AAPLApple Inc.Stock11,893,336$20.8 億4.5%−270,509−2.2%減碼歷史
AMZNAmazon Com IncStock591,830$19.3 億4.2%+16,098+2.8%加碼歷史
GOOGLAlphabet Inc.Stock433,898$12.1 億2.6%+3,595+0.8%加碼歷史
BXBlackstone Inc.COM7,658,759$9.72 億2.1%−955,699−11.1%減碼歷史
VVisa Inc.Stock3,671,072$8.14 億1.8%−7,456−0.2%減碼歷史
GOOGAlphabet Inc.Stock287,079$8.02 億1.8%−1020.0%減碼歷史
UNHUnitedHealth Group IncStock1,475,600$7.53 億1.6%+24,166+1.7%加碼歷史
SCHWSchwab Charles CorpStock8,180,121$6.90 億1.5%+586,322+7.7%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR9,240,598$6.13 億1.3%+1,248,900+15.6%加碼歷史
NEENextera Energy IncStock6,988,727$5.92 億1.3%+1,792,323+34.5%加碼歷史
SPGIS&P Global Inc.Stock1,418,145$5.82 億1.3%+208,583+17.2%加碼歷史
DHRDanaher CorpStock1,961,139$5.75 億1.3%−119,102−5.7%減碼歷史
HDHome Depot, Inc.Stock1,850,921$5.54 億1.2%−31,541−1.7%減碼歷史
ABTAbbott LaboratoriesStock4,242,471$5.02 億1.1%+82,189+2.0%加碼歷史
JPMJPMorgan Chase & CoStock3,627,270$4.94 億1.1%−1,175,110−24.5%減碼歷史
UNPUnion Pacific CorpStock1,799,651$4.92 億1.1%+19,387+1.1%加碼歷史
CSCOCisco Systems, Inc.Stock8,507,841$4.74 億1.0%+143,568+1.7%加碼歷史
TMUST-Mobile US, Inc.Stock3,580,830$4.60 億1.0%+41,792+1.2%加碼歷史
RTXRTX CorpStock4,614,286$4.57 億1.0%+17,898+0.4%加碼歷史
HONHoneywell International IncCOM2,261,548$4.40 億1.0%−138,612−5.8%減碼歷史
CRMSalesforce, Inc.Stock2,046,572$4.35 億0.9%+223,056+12.2%加碼歷史
COSTCostco Wholesale CorpStock728,459$4.19 億0.9%+4,517+0.6%加碼歷史
PXDPioneer Natural Resources CoCOM1,606,417$4.02 億0.9%+14,548+0.9%加碼歷史
Alps Clean Energy ETF00162Q460ETF6,297,422$3.99 億0.9%+10,905+0.2%加碼–
ROPRoper Technologies IncStock838,357$3.96 億0.9%−12,628−1.5%減碼歷史
TMOThermo Fisher Scientific Inc.Stock660,433$3.90 億0.9%+2,280+0.3%加碼歷史
LINLinde PLCSHS1,220,083$3.90 億0.9%+227,238+22.9%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM1,291,384$3.86 億0.8%+163,789+14.5%加碼歷史
ADBEAdobe Inc.Stock845,434$3.85 億0.8%−101,253−10.7%減碼歷史
JKHYJack Henry & Associates IncStock1,922,724$3.79 億0.8%−10,111−0.5%減碼歷史
AMTAmerican Tower CorpREIT1,488,117$3.74 億0.8%+36,218+2.5%加碼歷史
MLMMartin Marietta Materials IncCOM918,427$3.53 億0.8%+21,364+2.4%加碼歷史
PEPPepsiCo IncStock2,056,708$3.44 億0.8%−1240.0%減碼歷史
QCOMQualcomm IncStock2,229,968$3.41 億0.7%+32,662+1.5%加碼歷史
CMECME Group Inc.COM1,429,828$3.40 億0.7%+54,444+4.0%加碼歷史
EPDEnterprise Products Partners L.P.Stock13,005,679$3.36 億0.7%−2,189,756−14.4%減碼歷史
MDTMedtronic plcStock3,006,112$3.34 億0.7%+635,917+26.8%加碼歷史
ZTSZoetis Inc.Stock1,746,524$3.29 億0.7%−172,907−9.0%減碼歷史
DISWalt Disney CoStock2,396,855$3.29 億0.7%−3,444−0.1%減碼歷史
RHIRobert Half Inc.COM2,785,719$3.18 億0.7%+141,267+5.3%加碼歷史
PANWPalo Alto Networks IncStock510,904$3.18 億0.7%+47,921+10.4%加碼歷史
PNCPNC Financial Services Group, Inc.Stock1,679,405$3.10 億0.7%+13,911+0.8%加碼歷史
FISFidelity National Information Services, Inc.Stock3,082,993$3.10 億0.7%+270,430+9.6%加碼歷史
MAMastercard IncStock862,367$3.08 億0.7%+47,220+5.8%加碼歷史
DGDollar General CorpCOM1,365,898$3.04 億0.7%+297,541+27.9%加碼歷史
USBUS Bancorp DECOM NEW5,555,839$2.95 億0.6%+23,139+0.4%加碼歷史
ELVElevance Health, Inc.Stock596,211$2.93 億0.6%+168,776+39.5%加碼歷史
ADPAutomatic Data Processing IncStock1,276,740$2.91 億0.6%+4,211+0.3%加碼歷史
CVXChevron CorpStock1,714,273$2.79 億0.6%+52,684+3.2%加碼歷史
EWEdwards Lifesciences CorpStock2,272,743$2.68 億0.6%+243,299+12.0%加碼歷史
ADIAnalog Devices IncStock1,606,171$2.65 億0.6%−7,181−0.4%減碼歷史
TELTE Connectivity plcREG SHS2,021,804$2.65 億0.6%+11,228+0.6%加碼歷史
BKNGBooking Holdings Inc.Stock109,955$2.58 億0.6%−29,591−21.2%減碼歷史
SYKStryker CorpStock948,982$2.54 億0.6%−5,071−0.5%減碼歷史
OTISOtis Worldwide CorpStock3,289,501$2.53 億0.6%+5,034+0.2%加碼歷史
ICEIntercontinental Exchange, Inc.Stock1,850,141$2.44 億0.5%+19,176+1.0%加碼歷史
NVDANVIDIA CorpStock879,822$2.40 億0.5%−254,034−22.4%減碼歷史
FISVFiserv IncStock2,311,705$2.34 億0.5%−6,954−0.3%減碼歷史
BLKBlackRock, Inc.COM304,848$2.33 億0.5%−402−0.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF464,042$2.11 億0.5%−418−0.1%減碼–
ETEnergy Transfer LPCOM UT LTD PTN18,766,526$2.10 億0.5%−3,091,007−14.1%減碼歷史
JNJJohnson & JohnsonStock1,177,630$2.09 億0.5%+156,859+15.4%加碼歷史
SWKStanley Black & Decker, Inc.COM1,489,352$2.08 億0.5%−12,938−0.9%減碼歷史
EOGEOG Resources IncStock1,709,167$2.04 億0.4%+1,686,312+7,378.3%加碼歷史
LLYEli Lilly & CoStock702,660$2.01 億0.4%+604,720+617.4%加碼歷史
MDLZMondelez International, Inc.Stock3,150,645$1.98 億0.4%−29,676−0.9%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF807,582$1.92 億0.4%+31,634+4.1%加碼–
BROBrown & Brown, Inc.Stock2,560,224$1.85 億0.4%+966,166+60.6%加碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP9,724,321$1.82 億0.4%+713,385+7.9%加碼歷史
ENTGEntegris IncCOM1,376,428$1.81 億0.4%−37,070−2.6%減碼歷史
GSGoldman Sachs Group IncStock538,127$1.78 億0.4%−105,284−16.4%減碼歷史
CMGChipotle Mexican Grill IncCOM106,182$1.68 億0.4%+120+0.1%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD4,915,967$1.63 億0.4%−1,627,615−24.9%減碼歷史
ISRGIntuitive Surgical IncCOM NEW530,190$1.60 億0.3%−62,098−10.5%減碼歷史
Vanguard S&P 500 ETF922908363ETF376,473$1.56 億0.3%−97,829−20.6%減碼–
TJXTJX Companies IncStock2,455,517$1.49 億0.3%−19,391−0.8%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF533,678$1.48 億0.3%−18,976−3.4%減碼–
MCHPMicrochip Technology IncStock1,968,352$1.48 億0.3%+134,053+7.3%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF688,891$1.46 億0.3%+111,905+19.4%加碼–
IDXXIDEXX Laboratories IncCOM264,023$1.44 億0.3%−3,472−1.3%減碼歷史
LFGArchaea Energy Inc.COM CL A6,543,360$1.43 億0.3%+739,997+12.8%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock559,870$1.39 億0.3%+298,798+114.5%加碼歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN6,460,934$1.35 億0.3%+472,964+7.9%加碼–
ACNAccenture plcStock399,867$1.35 億0.3%+13,020+3.4%加碼歷史
TXNTexas Instruments IncStock724,314$1.33 億0.3%+26,045+3.7%加碼歷史
MIDDMIDDLEBY CorpCOM800,772$1.31 億0.3%+176,285+28.2%加碼歷史
BRK.BBerkshire Hathaway IncStock371,352$1.31 億0.3%−20,168−5.2%減碼歷史
TRGPTarga Resources Corp.COM1,705,020$1.29 億0.3%+311,013+22.3%加碼歷史
DHIHorton D R IncCOM1,720,526$1.28 億0.3%+712,927+70.8%加碼歷史
ABBVAbbVie Inc.Stock774,132$1.25 億0.3%−18,366−2.3%減碼歷史
Vanguard Morningstar Value ETF922908744ETF837,751$1.24 億0.3%+151,676+22.1%加碼–
CMCSAComcast CorpStock2,618,935$1.23 億0.3%+57,861+2.3%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF2,530,874$1.22 億0.3%−459,654−15.4%減碼–
LNGCheniere Energy, Inc.COM NEW865,391$1.20 億0.3%−97,840−10.2%減碼歷史
AWKAmerican Water Works Company, Inc.Stock723,848$1.20 億0.3%−21,602−2.9%減碼歷史
iShares Russell Midcap ETF464287499ETF1,522,094$1.19 億0.3%−37,327−2.4%減碼–
iShares Russell 2000 ETF464287655ETF575,593$1.18 億0.3%+27,058+4.9%加碼–
SHWSherwin Williams CoCOM466,821$1.17 億0.3%−165,417−26.2%減碼歷史
URIUnited Rentals, Inc.COM313,694$1.11 億0.2%−2,374−0.8%減碼歷史

2021 年第 4 季之後清倉(76 檔)

2021 年第 4 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 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Royal Dutch Shell PLC780259107SPON ADR B501,768$2,175 萬<0.1%–
INFOIHS Markit Ltd.SHS160,814$2,138 萬<0.1%歷史
CNPCenterpoint Energy IncCOM459,731$1,283 萬<0.1%歷史
CONECyrusOne Holdco LLCCOM69,235$621.2 萬<0.1%歷史
KOSSKoss CorpCOM546,528$583.7 萬<0.1%歷史
WYNNWynn Resorts LtdCOM62,694$533.2 萬<0.1%歷史
SPDR Series Trust78468R556SP O&G EXPL PRO53,306$511.1 萬<0.1%–
EVGOEVgo Inc.CL A COM361,005$358.8 萬<0.1%歷史
Rice Acquisition Corp IIG75529100SHS CL A350,000$350.0 萬<0.1%–
PSXPPhillips 66 Partners LPCOM UNIT REP INT81,368$293.5 萬<0.1%歷史
TRTLTortoiseEcofin Acquisition Corp. IIISHS CL A300,000$290.7 萬<0.1%歷史
Royal Dutch Shell PLC780259206SPONS ADR A37,976$164.7 萬<0.1%–
SWAVShockwave Medical, Inc.COM8,864$158.1 萬<0.1%歷史
TOLToll Brothers, Inc.COM19,101$138.3 萬<0.1%歷史
AVKAdvent Convertible & Income FundCOM72,127$133.1 萬<0.1%歷史
VanEck Vectors ETF Tr92189F726BIOTECH ETF6,473$122.6 萬<0.1%–
IPInternational Paper CoCOM26,069$122.4 萬<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -11,457$105.7 萬<0.1%歷史
Global X FDS37954Y376RATE PREFERRED37,234$103.3 萬<0.1%–
FWONKLiberty Media CorpCOM SER C FRMLA16,150$102.1 萬<0.1%歷史
WPCW. P. Carey Inc.COM12,166$99.8 萬<0.1%歷史
KHCKraft Heinz CoStock27,067$97.2 萬<0.1%歷史
BGSB&G Foods, Inc.COM29,724$91.3 萬<0.1%歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST34,000$83.4 萬<0.1%–
PATKPatrick Industries IncCOM10,216$82.4 萬<0.1%歷史
AVOMission Produce, Inc.COM52,140$81.8 萬<0.1%歷史
VCRAVocera Communications, Inc.COM10,882$70.6 萬<0.1%歷史
EIXEdison InternationalStock10,206$69.7 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS25,705$66.6 萬<0.1%歷史
ARK Innovation ETF00214Q104ETF6,496$61.5 萬<0.1%–
NUANNuance Communications, Inc.COM11,001$60.8 萬<0.1%歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A390$58.1 萬<0.1%歷史
FTSFortis Inc.COM11,000$53.1 萬<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM36,000$52.0 萬<0.1%歷史
Amplify Blockchain Technology ETF032108607ETF11,339$45.5 萬<0.1%–
AFRMAffirm Holdings, Inc.COM CL A4,333$43.6 萬<0.1%歷史
CVECenovus Energy Inc.COM34,326$42.2 萬<0.1%歷史
GRWGGrowGeneration Corp.COM30,000$39.2 萬<0.1%歷史
Monmouth Real Estate Investment Corp609720107CL A18,000$37.8 萬<0.1%–
Exchange Listed FDS Tr30151E814HIGH YIELD ETF11,900$37.6 萬<0.1%–
MIMEMimecast LtdORD SHS4,700$37.4 萬<0.1%歷史
BURLBurlington Stores, Inc.COM1,178$34.3 萬<0.1%歷史
ENVXEnovix CorpCOM11,500$31.4 萬<0.1%歷史
PAGPenske Automotive Group, Inc.COM2,779$29.8 萬<0.1%歷史
WINGWingstop Inc.COM1,703$29.4 萬<0.1%歷史
EXPDExpeditors International of Washington IncCOM2,187$29.4 萬<0.1%歷史
ACBIAtlantic Capital Bancshares, Inc.COM10,000$28.8 萬<0.1%歷史
ASANAsana, Inc.CL A3,811$28.4 萬<0.1%歷史
Fortistar Sustainable Sol Co34962M114*W EXP 01/14/202450,000$27.5 萬<0.1%–
ProShares Tr74348A467S&P 500 DV ARIST2,711$26.6 萬<0.1%–
FFINFirst Financial Bankshares IncCOM5,000$25.4 萬<0.1%歷史
ARLPAlliance Resource Partners LPStock20,000$25.3 萬<0.1%歷史
GWREGuidewire Software, Inc.COM2,147$24.4 萬<0.1%歷史
FSRFisker Inc.CL A COM STK15,155$23.8 萬<0.1%歷史
XLNXXilinx IncCOM1,112$23.6 萬<0.1%歷史
Westpac Banking Corp961214301SPONSORED ADR17,000$23.2 萬<0.1%–
TTDTrade Desk, Inc.Stock2,493$22.8 萬<0.1%歷史
CZRCaesars Entertainment, Inc.COM2,334$21.8 萬<0.1%歷史
JBLJabil IncStock3,040$21.4 萬<0.1%歷史
ACLSAxcelis Technologies IncStock2,837$21.2 萬<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A11,067$21.1 萬<0.1%歷史
LXPLXP Industrial TrustCOM13,441$21.0 萬<0.1%歷史
SLABSilicon Laboratories Inc.Stock1,014$20.9 萬<0.1%歷史
REGRegency Centers CorpCOM2,763$20.8 萬<0.1%歷史
SPDR Index Shs FDS78463X848ST STR ACWI ETF6,978$20.5 萬<0.1%–
RKLBRocket Lab CorpCOM16,666$20.5 萬<0.1%歷史
Schwab U.S. REIT ETF808524847ETF3,875$20.4 萬<0.1%–
CVCOCavco Industries, Inc.COM639$20.3 萬<0.1%歷史
ANAutonation, Inc.COM1,739$20.3 萬<0.1%歷史
THCTenet Healthcare CorpCOM NEW2,458$20.1 萬<0.1%歷史
NVMINova Ltd.COM1,369$20.1 萬<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD11,392$16.0 萬<0.1%–
GLQClough Global Equity FundCOM11,000$14.5 萬<0.1%歷史
SHLXShell Midstream Partners, L.P.UNIT LTD INT11,500$13.2 萬<0.1%歷史
EGIOEdgio, Inc.COM20,000$6.90 萬<0.1%歷史
VAIValor Energy IncCOM139,403$5.20 萬<0.1%歷史