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Livermore
Livermore
中文EN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/3 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,207
較 2022 年第 1 季 −56
總值
$385.0 億
較 2022 年第 1 季 −$73.1 億 (−16.0%)
申報日
2022/8/3
SEC
CIBC Private Wealth Group, LLC 在 2022 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 CorpStock7,607,805$19.5 億5.1%−47,359−0.6%減碼歷史
AAPLApple Inc.Stock11,820,976$16.2 億4.2%−72,360−0.6%減碼歷史
AMZNAmazon Com IncStock12,249,826$13.0 億3.4%+413,226+3.5%加碼依 20 比 1 拆股換算歷史
GOOGLAlphabet Inc.Stock432,696$9.43 億2.4%−1,202−0.3%減碼歷史
UNHUnitedHealth Group IncStock1,475,420$7.58 億2.0%−1800.0%減碼歷史
VVisa Inc.Stock3,699,067$7.28 億1.9%+27,995+0.8%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR10,730,763$7.09 億1.8%+1,490,165+16.1%加碼歷史
BXBlackstone Inc.COM7,154,461$6.53 億1.7%−504,298−6.6%減碼歷史
GOOGAlphabet Inc.Stock287,017$6.28 億1.6%−620.0%減碼歷史
NEENextera Energy IncStock7,093,315$5.49 億1.4%+104,588+1.5%加碼歷史
DHRDanaher CorpStock2,122,423$5.38 億1.4%+161,284+8.2%加碼歷史
SCHWSchwab Charles CorpStock8,082,740$5.11 億1.3%−97,381−1.2%減碼歷史
HDHome Depot, Inc.Stock1,757,026$4.82 億1.3%−93,895−5.1%減碼歷史
ABTAbbott LaboratoriesStock4,327,491$4.70 億1.2%+85,020+2.0%加碼歷史
SPGIS&P Global Inc.Stock1,393,935$4.70 億1.2%−24,210−1.7%減碼歷史
AMTAmerican Tower CorpREIT1,763,672$4.51 億1.2%+275,555+18.5%加碼歷史
RTXRTX CorpStock4,664,836$4.48 億1.2%+50,550+1.1%加碼歷史
TMUST-Mobile US, Inc.Stock3,126,245$4.21 億1.1%−454,585−12.7%減碼歷史
JPMJPMorgan Chase & CoStock3,548,361$4.00 億1.0%−78,909−2.2%減碼歷史
HONHoneywell International IncCOM2,290,342$3.98 億1.0%+28,794+1.3%加碼歷史
UNPUnion Pacific CorpStock1,810,539$3.86 億1.0%+10,888+0.6%加碼歷史
PXDPioneer Natural Resources CoCOM1,628,028$3.63 億0.9%+21,611+1.3%加碼歷史
CSCOCisco Systems, Inc.Stock8,506,307$3.63 億0.9%−1,5340.0%減碼歷史
TMOThermo Fisher Scientific Inc.Stock660,369$3.59 億0.9%−640.0%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM1,381,614$3.54 億0.9%+90,230+7.0%加碼歷史
LINLinde PLCSHS1,230,318$3.54 億0.9%+10,235+0.8%加碼歷史
JKHYJack Henry & Associates IncStock1,921,399$3.46 億0.9%−1,325−0.1%減碼歷史
PEPPepsiCo IncStock2,068,695$3.45 億0.9%+11,987+0.6%加碼歷史
DGDollar General CorpCOM1,386,072$3.40 億0.9%+20,174+1.5%加碼歷史
ELVElevance Health, Inc.Stock697,490$3.37 億0.9%+101,279+17.0%加碼歷史
CRMSalesforce, Inc.Stock2,025,562$3.34 億0.9%−21,010−1.0%減碼歷史
ROPRoper Technologies IncStock830,356$3.28 億0.9%−8,001−1.0%減碼歷史
ZTSZoetis Inc.Stock1,884,562$3.24 億0.8%+138,038+7.9%加碼歷史
ADBEAdobe Inc.Stock836,943$3.06 億0.8%−8,491−1.0%減碼歷史
CMECME Group Inc.COM1,471,508$3.01 億0.8%+41,680+2.9%加碼歷史
EPDEnterprise Products Partners L.P.Stock12,343,255$3.01 億0.8%−662,424−5.1%減碼歷史
Alps Clean Energy ETF00162Q460ETF5,991,341$2.91 億0.8%−306,081−4.9%減碼–
MLMMartin Marietta Materials IncCOM968,111$2.90 億0.8%+49,684+5.4%加碼歷史
QCOMQualcomm IncStock2,244,534$2.87 億0.7%+14,566+0.7%加碼歷史
FISFidelity National Information Services, Inc.Stock3,108,174$2.85 億0.7%+25,181+0.8%加碼歷史
COSTCostco Wholesale CorpStock575,707$2.76 億0.7%−152,752−21.0%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,680,572$2.65 億0.7%+1,167+0.1%加碼歷史
MAMastercard IncStock818,147$2.58 億0.7%−44,220−5.1%減碼歷史
USBUS Bancorp DECOM NEW5,548,681$2.55 億0.7%−7,158−0.1%減碼歷史
CVXChevron CorpStock1,680,513$2.43 億0.6%−33,760−2.0%減碼歷史
JNJJohnson & JohnsonStock1,370,493$2.43 億0.6%+192,863+16.4%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock998,109$2.41 億0.6%+438,239+78.3%加碼歷史
PANWPalo Alto Networks IncStock482,048$2.38 億0.6%−28,856−5.6%減碼歷史
ADIAnalog Devices IncStock1,624,672$2.37 億0.6%+18,501+1.2%加碼歷史
OTISOtis Worldwide CorpStock3,325,835$2.35 億0.6%+36,334+1.1%加碼歷史
LLYEli Lilly & CoStock724,364$2.35 億0.6%+21,704+3.1%加碼歷史
TELTE Connectivity plcREG SHS2,007,437$2.27 億0.6%−14,367−0.7%減碼歷史
DISWalt Disney CoStock2,257,677$2.13 億0.6%−139,178−5.8%減碼歷史
FISVFiserv IncStock2,303,530$2.05 億0.5%−8,175−0.4%減碼歷史
ADPAutomatic Data Processing IncStock956,169$2.01 億0.5%−320,571−25.1%減碼歷史
MDLZMondelez International, Inc.Stock3,171,957$1.97 億0.5%+21,312+0.7%加碼歷史
BKNGBooking Holdings Inc.Stock108,453$1.90 億0.5%−1,502−1.4%減碼歷史
SYKStryker CorpStock946,035$1.88 億0.5%−2,947−0.3%減碼歷史
EWEdwards Lifesciences CorpStock1,975,118$1.88 億0.5%−297,625−13.1%減碼歷史
IQVIQVIA Holdings Inc.Stock842,748$1.83 億0.5%+842,748新進歷史
BLKBlackRock, Inc.COM299,499$1.82 億0.5%−5,349−1.8%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN18,130,489$1.81 億0.5%−636,037−3.4%減碼歷史
EOGEOG Resources IncStock1,591,424$1.76 億0.5%−117,743−6.9%減碼歷史
iShares Core S&P 500 ETF464287200ETF459,786$1.74 億0.5%−4,256−0.9%減碼–
ICEIntercontinental Exchange, Inc.Stock1,843,564$1.73 億0.5%−6,577−0.4%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF812,030$1.60 億0.4%+4,448+0.6%加碼–
ATMPBarclays Bank PLCIPATH SELCT MLP9,463,594$1.57 億0.4%−260,727−2.7%減碼歷史
Vanguard Morningstar Value ETF922908744ETF1,172,196$1.55 億0.4%+334,445+39.9%加碼–
SWKStanley Black & Decker, Inc.COM1,466,343$1.54 億0.4%−23,009−1.5%減碼歷史
Vanguard S&P 500 ETF922908363ETF426,339$1.48 億0.4%+49,866+13.2%加碼–
MPLXMPLX LPCOM UNIT REP LTD4,888,949$1.43 億0.4%−27,018−0.5%減碼歷史
RHIRobert Half Inc.COM1,862,797$1.40 億0.4%−922,922−33.1%減碼歷史
BROBrown & Brown, Inc.Stock2,377,998$1.39 億0.4%−182,226−7.1%減碼歷史
TJXTJX Companies IncStock2,466,326$1.38 億0.4%+10,809+0.4%加碼歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN6,980,273$1.32 億0.3%+519,339+8.0%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF740,308$1.30 億0.3%+51,417+7.5%加碼–
SIVBSVB Financial GroupCOM328,414$1.30 億0.3%+166,295+102.6%加碼歷史
ABBVAbbVie Inc.Stock819,170$1.25 億0.3%+45,038+5.8%加碼歷史
iShares Russell Midcap ETF464287499ETF1,855,029$1.20 億0.3%+332,935+21.9%加碼–
LNGCheniere Energy, Inc.COM NEW885,574$1.18 億0.3%+20,183+2.3%加碼歷史
ACNAccenture plcStock421,538$1.17 億0.3%+21,671+5.4%加碼歷史
VICIVici Properties Inc.COM3,927,794$1.17 億0.3%+354,029+9.9%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF2,817,345$1.15 億0.3%+286,471+11.3%加碼–
CMGChipotle Mexican Grill IncCOM84,471$1.10 億0.3%−21,711−20.4%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF503,818$1.10 億0.3%−29,860−5.6%減碼–
AWKAmerican Water Works Company, Inc.Stock727,973$1.08 億0.3%+4,125+0.6%加碼歷史
TXNTexas Instruments IncStock687,828$1.06 億0.3%−36,486−5.0%減碼歷史
MRKMerck & Co., Inc.Stock1,156,293$1.05 億0.3%+75,604+7.0%加碼歷史
BRK.BBerkshire Hathaway IncStock379,793$1.04 億0.3%+8,441+2.3%加碼歷史
ISRGIntuitive Surgical IncCOM NEW504,774$1.01 億0.3%−25,416−4.8%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF2,432,354$1.01 億0.3%+666,011+37.7%加碼–
SHWSherwin Williams CoCOM448,463$1.00 億0.3%−18,358−3.9%減碼歷史
iShares Russell 2000 ETF464287655ETF583,845$9,888 萬0.3%+8,252+1.4%加碼–
CMCSAComcast CorpStock2,518,762$9,884 萬0.3%−100,173−3.8%減碼歷史
ENTGEntegris IncCOM1,046,478$9,641 萬0.3%−329,950−24.0%減碼歷史
WMWaste Management IncStock629,157$9,625 萬0.2%+210,447+50.3%加碼歷史
MCHPMicrochip Technology IncStock1,649,675$9,581 萬0.2%−318,677−16.2%減碼歷史
COPConocoPhillipsStock1,053,906$9,465 萬0.2%+49,342+4.9%加碼歷史
CTASCintas CorpStock250,305$9,350 萬0.2%−9,888−3.8%減碼歷史
MDTMedtronic plcStock1,028,686$9,232 萬0.2%−1,977,426−65.8%減碼歷史

2022 年第 1 季之後清倉（138 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 138 檔。

CIBC Private Wealth Group, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
PLANAnaplan, Inc.COM228,882$1,489 萬<0.1%歷史
Discovery Inc25470F302COM SER C545,303$1,362 萬<0.1%–
CHWYChewy, Inc.CL A138,808$566.2 萬<0.1%歷史
AHRTAH Realty Trust, Inc.COM368,214$537.6 萬<0.1%歷史
CVNACarvana Co.CL A20,014$238.7 萬<0.1%歷史
Signature BK New York N Y82669G104COM7,466$219.1 萬<0.1%–
Global X FDS37954Y483NASDAQ 100 COVER98,813$207.2 萬<0.1%–
MGPMGM Growth Properties LLCCL A COM51,337$198.8 萬<0.1%歷史
IFFInternational Flavors & Fragrances IncCOM13,233$173.8 萬<0.1%歷史
CMCCommercial Metals CoStock41,672$173.4 萬<0.1%歷史
SNYSanofiSPONSORED ADR33,751$173.3 萬<0.1%歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD70,733$134.3 萬<0.1%–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW16,557$118.2 萬<0.1%–
RBB FD Inc74933W601MOTLEY FOL ETF27,100$110.8 萬<0.1%–
HALHalliburton CoStock25,048$94.9 萬<0.1%歷史
EPZMEpizyme, Inc.COM797,000$91.7 萬<0.1%歷史
CERNCERNER CorpCOM9,173$85.8 萬<0.1%歷史
YETIYETI Holdings, Inc.COM14,276$85.6 萬<0.1%歷史
FHNFirst Horizon CorpCOM34,636$81.3 萬<0.1%歷史
Vanguard Financials ETF92204A405ETF7,423$69.3 萬<0.1%–
MOSMosaic CoCOM10,361$68.9 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF11,670$62.3 萬<0.1%–
REZIResideo Technologies, Inc.Stock23,774$56.7 萬<0.1%歷史
HRMYHarmony Biosciences Holdings, Inc.COM11,434$55.7 萬<0.1%歷史
APTSPreferred Apartment Communities IncCOM20,820$51.9 萬<0.1%歷史
ATRSAntares Pharma, Inc.COM125,000$51.3 萬<0.1%歷史
DGXQuest Diagnostics IncCOM3,539$48.4 萬<0.1%歷史
NETCloudflare, Inc.CL A COM3,945$47.2 萬<0.1%歷史
MNROMonro, Inc.COM10,178$45.1 萬<0.1%歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF16,757$41.8 萬<0.1%–
RACEFerrari N.V.COM1,835$40.0 萬<0.1%歷史
BHCBausch Health Companies Inc.Stock16,648$38.0 萬<0.1%歷史
Spinnaker ETF Series84858T202UVA UNCONSTRAIND15,358$37.2 萬<0.1%–
Schwab Fundamental International Equity ETF808524755ETF10,337$33.3 萬<0.1%–
ZVIAZevia PBCCL A67,100$30.7 萬<0.1%歷史
GSHDGoosehead Insurance, Inc.COM CL A3,775$29.7 萬<0.1%歷史
SPDR Ser Tr78464A532S&P TRANSN ETF3,256$29.0 萬<0.1%–
SYNASYNAPTICS IncStock1,417$28.3 萬<0.1%歷史
DKNGDraftKings Inc.COM CL A14,504$28.3 萬<0.1%歷史
BIRDSmartbird, Inc.COM CL A45,625$27.4 萬<0.1%歷史
VLYValley National BancorpCOM20,904$27.2 萬<0.1%歷史
TRUPTrupanion, Inc.COM3,017$26.9 萬<0.1%歷史
PGENPrecigen, Inc.COM125,430$26.5 萬<0.1%歷史
FSPFranklin Street Properties CorpCOM44,621$26.3 萬<0.1%歷史
GFNew Germany Fund IncCOM23,039$26.3 萬<0.1%歷史
WDWalker & Dunlop, Inc.COM2,000$25.9 萬<0.1%歷史
LAZRQLuminar Technologies, Inc.COM CL A16,500$25.8 萬<0.1%歷史
CIMChimera Investment CorpCOM NEW21,238$25.6 萬<0.1%歷史
OLEDUniversal Display CorpCOM1,490$24.9 萬<0.1%歷史
ZENZendesk, Inc.COM2,071$24.9 萬<0.1%歷史
ACPabrdn Income Credit Strategies FundCOM25,225$24.7 萬<0.1%歷史
GTNGray Media, IncCOM11,201$24.7 萬<0.1%歷史
EFOREverforth IncCOM2,104$24.6 萬<0.1%歷史
LNTHLantheus Holdings, Inc.Stock4,329$23.9 萬<0.1%歷史
SCCOSouthern Copper CorpStock3,080$23.4 萬<0.1%歷史
BIIBBiogen Inc.COM1,108$23.3 萬<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock1,644$23.2 萬<0.1%歷史
LVSLas Vegas Sands CorpCOM5,974$23.2 萬<0.1%歷史
VERXVertex, Inc.Stock14,720$22.6 萬<0.1%歷史
MSGSMadison Square Garden Sports Corp.CL A1,260$22.6 萬<0.1%歷史
SPDR Series Trust78464A821ST STR SP400GRW3,029$22.5 萬<0.1%–
Impact Shs FDS I Tr45259A100YWCA WOMENS ETF6,799$22.3 萬<0.1%–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN4,695$22.1 萬<0.1%歷史
BYByline Bancorp, Inc.COM8,088$21.6 萬<0.1%歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF5,602$21.6 萬<0.1%–
INMDInMode Ltd.SHS5,782$21.3 萬<0.1%歷史
ProShares Tr74347X864ULTRPRO S&P5003,354$21.3 萬<0.1%–
Osi ETF Tr67110P407OSHARES US QUALT4,827$21.2 萬<0.1%–
Schwab U.S. Mid-Cap ETF808524508ETF2,756$20.9 萬<0.1%–
MGTXMeiraGTx Holdings plcCOM15,000$20.8 萬<0.1%歷史
BEBloom Energy CorpCOM CL A8,501$20.5 萬<0.1%歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A17,684$20.4 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM795$20.4 萬<0.1%歷史
FSKFS KKR Capital CorpCOM8,826$20.1 萬<0.1%歷史
Paramount Global92556H206CL B5,320$20.1 萬<0.1%–
RVLVRevolve Group, Inc.CL A3,300$17.7 萬<0.1%歷史
VODVodafone Group Public Ltd CoADR10,536$17.5 萬<0.1%歷史
FFFutureFuel Corp.COM17,980$17.5 萬<0.1%歷史
UUnity Software Inc.COM1,490$14.8 萬<0.1%歷史
Vanguard Wellington FD921935805US VALUE FACTR1,262$13.5 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP2,535$11.1 萬<0.1%–
UPSTUpstart Holdings, Inc.COM909$9.90 萬<0.1%歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF1,229$8.90 萬<0.1%–
RBLXRoblox CorpStock1,820$8.40 萬<0.1%歷史
BTLNBrightline Interactive, Inc.COM10,750$6.90 萬<0.1%歷史
iShares Inc464286533MSCI EMERG MRKT1,009$6.20 萬<0.1%–
GLBEGlobal-E Online Ltd.SHS1,845$6.20 萬<0.1%歷史
DMTKDermTech, Inc.COM4,000$5.90 萬<0.1%歷史
SYNHSyneos Health, Inc.CL A600$4.90 萬<0.1%歷史
Vanguard Wellington FD921935409US MINIMUM462$4.80 萬<0.1%–
TBBKBancorp, Inc.COM1,656$4.70 萬<0.1%歷史
RICKRci Hospitality Holdings, Inc.COM715$4.40 萬<0.1%歷史
ZNGAZynga IncCL A4,193$3.90 萬<0.1%歷史
MLIMueller Industries IncCOM692$3.70 萬<0.1%歷史
FIRYFiry Inc.COM11,890$3.60 萬<0.1%歷史
Schwab US Tips ETF808524870ETF544$3.30 萬<0.1%–
Vanguard Wellington FD921935300US LIQUIDITY290$3.10 萬<0.1%–
AAPAdvance Auto Parts IncCOM120$2.50 萬<0.1%歷史
CVETCovetrus, Inc.COM1,515$2.50 萬<0.1%歷史
MMSIMerit Medical Systems IncCOM350$2.30 萬<0.1%歷史