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Livermore
Livermore
中文EN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2023 年第 1 季持倉

持倉截至 2023/3/31，2023/11/21 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
886
較 2022 年第 4 季 +27
總值
$343.8 億
較 2022 年第 4 季 +$46.1 億 (+15.5%)
申報日
2023/11/21
修正SEC
CIBC Private Wealth Group, LLC 在 2023 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
AAPLApple Inc.Stock11,707,981$19.3 億5.6%−24,508−0.2%減碼歷史
AMZNAmazon Com IncStock11,710,818$12.1 億3.5%+64,449+0.6%加碼歷史
NEENextera Energy IncStock7,482,938$11.0 億3.2%−296,275−3.8%減碼歷史
HONHoneywell International IncCOM2,419,970$10.0 億2.9%−17,066−0.7%減碼歷史
GOOGLAlphabet Inc.Stock8,553,444$8.87 億2.6%+60,039+0.7%加碼歷史
MSFTMicrosoft CorpStock7,663,191$7.59 億2.2%+1,9190.0%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR9,910,691$6.88 億2.0%−857,717−8.0%減碼歷史
GOOGAlphabet Inc.Stock5,569,616$5.79 億1.7%+7,577+0.1%加碼歷史
BXBlackstone Inc.COM6,472,343$5.69 億1.7%−642,480−9.0%減碼歷史
EPDEnterprise Products Partners L.P.Stock11,099,350$5.61 億1.6%−705,265−6.0%減碼歷史
DHRDanaher CorpStock2,170,339$5.47 億1.6%−23,589−1.1%減碼歷史
ABTAbbott LaboratoriesStock5,150,221$5.22 億1.5%+600,594+13.2%加碼歷史
FISVFiserv IncStock2,415,969$4.92 億1.4%−20,860−0.9%減碼歷史
CSCOCisco Systems, Inc.Stock9,042,975$4.73 億1.4%+100,715+1.1%加碼歷史
HDHome Depot, Inc.Stock1,820,506$4.57 億1.3%−28,529−1.5%減碼歷史
AMTAmerican Tower CorpREIT1,937,266$3.96 億1.2%+71,209+3.8%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF2,852,801$3.65 億1.1%−140,076−4.7%減碼–
RTXRTX CorpStock4,909,956$3.45 億1.0%−20,259−0.4%減碼歷史
ADIAnalog Devices IncStock1,715,099$3.38 億1.0%−14,858−0.9%減碼歷史
ZTSZoetis Inc.Stock2,018,556$3.36 億1.0%+119,866+6.3%加碼歷史
COSTCostco Wholesale CorpStock672,930$3.34 億1.0%−3,888−0.6%減碼歷史
UNHUnitedHealth Group IncStock1,525,605$3.22 億0.9%−18,915−1.2%減碼歷史
ADBEAdobe Inc.Stock829,269$3.20 億0.9%+474+0.1%加碼歷史
MLMMartin Marietta Materials IncCOM1,045,759$3.18 億0.9%−89,479−7.9%減碼歷史
iShares Russell Midcap ETF464287499ETF2,294,254$3.12 億0.9%−24,436−1.1%減碼–
QCOMQualcomm IncStock2,289,565$3.08 億0.9%+22,754+1.0%加碼歷史
TELTE Connectivity plcREG SHS2,134,526$3.01 億0.9%+76,946+3.7%加碼歷史
CMECME Group Inc.COM1,521,048$2.91 億0.8%+60,339+4.1%加碼歷史
CVXChevron CorpStock1,760,032$2.87 億0.8%−17,135−1.0%減碼歷史
LLYEli Lilly & CoStock776,259$2.85 億0.8%−62,403−7.4%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN16,796,146$2.84 億0.8%−767,663−4.4%減碼歷史
Alps Clean Energy ETF00162Q460ETF6,087,223$2.83 億0.8%+163,676+2.8%加碼–
VICIVici Properties Inc.COM8,898,488$2.81 億0.8%+2,820,761+46.4%加碼歷史
FISFidelity National Information Services, Inc.Stock2,400,342$2.65 億0.8%+134,858+6.0%加碼歷史
iShares MSCI Eafe ETF464287465ETF1,229,340$2.57 億0.7%−69,709−5.4%減碼–
DISWalt Disney CoStock2,451,742$2.45 億0.7%+275,872+12.7%加碼歷史
COPConocoPhillipsStock2,381,690$2.36 億0.7%+643,207+37.0%加碼歷史
MAMastercard IncStock758,754$2.31 億0.7%−16,905−2.2%減碼歷史
DGDollar General CorpCOM1,090,828$2.30 億0.7%−16,334−1.5%減碼歷史
ELVElevance Health, Inc.Stock562,979$2.28 億0.7%−165,182−22.7%減碼歷史
PLDPrologis, Inc.REIT2,153,211$2.27 億0.7%+152,211+7.6%加碼歷史
SPGIS&P Global Inc.Stock1,412,916$2.20 億0.6%−1,460−0.1%減碼歷史
ADPAutomatic Data Processing IncStock978,120$2.18 億0.6%−9,616−1.0%減碼歷史
PANWPalo Alto Networks IncStock1,291,304$2.16 億0.6%+8,155+0.6%加碼歷史
UNPUnion Pacific CorpStock1,526,004$2.12 億0.6%−202,287−11.7%減碼歷史
BLKBlackRock, Inc.COM309,192$2.07 億0.6%−3,018−1.0%減碼歷史
PXDPioneer Natural Resources CoCOM1,734,216$2.04 億0.6%−9,869−0.6%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,425,793$2.03 億0.6%−351,969−19.8%減碼歷史
MCHPMicrochip Technology IncStock2,498,616$1.98 億0.6%+783,068+45.6%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF3,579,163$1.87 億0.5%−774,317−17.8%減碼–
PEPPepsiCo IncStock2,113,066$1.80 億0.5%−26,873−1.3%減碼歷史
TJXTJX Companies IncStock4,250,402$1.79 億0.5%−19,925−0.5%減碼歷史
VVisa Inc.Stock3,810,718$1.77 億0.5%−20,005−0.5%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock874,402$1.59 億0.5%−96,214−9.9%減碼歷史
SCHWSchwab Charles CorpStock2,863,664$1.59 億0.5%−5,573,406−66.1%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF828,193$1.59 億0.5%−10,806−1.3%減碼–
MDLZMondelez International, Inc.Stock4,279,640$1.56 億0.5%−11,657−0.3%減碼歷史
ARESAres Management CorpCL A COM STK1,872,686$1.56 億0.5%+1,579,332+538.4%加碼歷史
JPMJPMorgan Chase & CoStock3,341,094$1.49 億0.4%−32,466−1.0%減碼歷史
PFEPfizer IncStock1,333,533$1.46 億0.4%+38,550+3.0%加碼歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP1,505,215$1.42 億0.4%+168,167+12.6%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM2,364,169$1.41 億0.4%+686,585+40.9%加碼–
ABBVAbbVie Inc.Stock883,147$1.41 億0.4%−18,979−2.1%減碼歷史
LNGCheniere Energy, Inc.COM NEW892,784$1.41 億0.4%+70,048+8.5%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS858,644$1.38 億0.4%+58,729+7.3%加碼歷史
CMGChipotle Mexican Grill IncCOM79,310$1.35 億0.4%−1,832−2.3%減碼歷史
iShares Core S&P 500 ETF464287200ETF446,758$1.32 億0.4%−5,766−1.3%減碼–
ODFLOld Dominion Freight Line, Inc.COM1,384,494$1.29 億0.4%+33,174+2.5%加碼歷史
NOVASunnova Energy International Inc.COM3,236,385$1.28 億0.4%+1,265,567+64.2%加碼歷史
BEPCBrookfield Renewable CorpCL A SUB VTG3,579,341$1.25 億0.4%+1,314,667+58.1%加碼歷史
OTISOtis Worldwide CorpStock3,505,181$1.24 億0.4%−30,182−0.9%減碼歷史
CRMSalesforce, Inc.Stock2,070,243$1.22 億0.4%+225,565+12.2%加碼歷史
ICLRIcon PLCCOM545,799$1.20 億0.3%+157,527+40.6%加碼歷史
Vanguard S&P 500 ETF922908363ETF544,283$1.20 億0.3%−462,865−46.0%減碼–
OKEONEOK IncCOM1,514,610$1.17 億0.3%+4,170+0.3%加碼歷史
ROPRoper Technologies IncStock1,042,519$1.17 億0.3%−8,408−0.8%減碼歷史
BRK.BBerkshire Hathaway IncStock377,668$1.17 億0.3%+2,615+0.7%加碼歷史
LINLinde PLCStock1,088,004$1.14 億0.3%−40,816−3.6%減碼歷史
ISRGIntuitive Surgical IncCOM NEW462,726$1.11 億0.3%−16,772−3.5%減碼歷史
NVSNovartis AGADR420,199$1.10 億0.3%+8,523+2.1%加碼歷史
CTASCintas CorpStock236,338$1.09 億0.3%−5,814−2.4%減碼歷史
MSMorgan StanleyStock1,328,535$1.08 億0.3%+429,468+47.8%加碼歷史
SHWSherwin Williams CoCOM486,045$1.08 億0.3%−15,608−3.1%減碼歷史
MLPBUBS AGETRACS ALER MLP2,999,076$1.07 億0.3%−142,751−4.5%減碼歷史
APHAmphenol CorpCL A1,295,494$1.06 億0.3%−26,848−2.0%減碼歷史
TXNTexas Instruments IncStock725,251$1.03 億0.3%−7,763−1.1%減碼歷史
TRGPTarga Resources Corp.COM1,296,094$1.01 億0.3%+10,910+0.8%加碼歷史
NVDANVIDIA CorpStock371,317$9,382 萬0.3%+260,627+235.5%加碼歷史
EOGEOG Resources IncStock737,093$9,017 萬0.3%−712,810−49.2%減碼歷史
AVBAvalonbay Communities IncCOM531,498$8,932 萬0.3%+531,498新進歷史
EWEdwards Lifesciences CorpStock1,135,126$8,788 萬0.3%−28,630−2.5%減碼歷史
GSGoldman Sachs Group IncStock272,681$8,693 萬0.3%−202,182−42.6%減碼歷史
TDGTransDigm Group INCCOM136,560$8,689 萬0.3%+78,256+134.2%加碼歷史
TSCOTractor Supply CoCOM159,402$8,592 萬0.2%+5,208+3.4%加碼歷史
JKHYJack Henry & Associates IncStock1,917,073$8,526 萬0.2%+9360.0%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH2,609,873$8,506 萬0.2%+120,597+4.8%加碼歷史
RHIRobert Half Inc.COM808,782$8,466 萬0.2%−3,259−0.4%減碼歷史
iShares Tr464287622RUS 1000 ETF371,284$8,413 萬0.2%−419,880−53.1%減碼–
CMCSAComcast CorpStock2,217,223$8,405 萬0.2%+68,014+3.2%加碼歷史
ACNAccenture plcStock292,904$8,371 萬0.2%−4,911−1.6%減碼歷史

2022 年第 4 季之後清倉（68 檔）

2022 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 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
SIVBSVB Financial GroupCOM499,392$1.09 億0.4%歷史
DCPDCP Midstream, LPCOM UT LTD PTN1,151,313$4,466 萬0.2%歷史
IAAIAA, Inc.COM258,646$1,032 萬<0.1%歷史
PLUGPlug Power IncStock527,902$653.0 萬<0.1%歷史
LICYLi-Cycle Holdings Corp.COMMON SHARES865,065$411.8 萬<0.1%歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF87,094$385.9 萬<0.1%–
SEICSEI Investments CoCOM50,000$291.5 萬<0.1%歷史
PTRAQProterra IncCOM748,336$282.1 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF11,256$279.2 萬<0.1%–
EVGOEVgo Inc.CL A COM500,000$223.5 萬<0.1%歷史
KEYKeycorpCOM95,269$165.8 萬<0.1%歷史
PTCPTC Inc.Stock10,205$122.1 萬<0.1%歷史
NTRNutrien Ltd.COM15,949$116.0 萬<0.1%歷史
GTXGarrett Motion Inc.Stock145,000$110.5 萬<0.1%歷史
Vanguard Total World Stock ETF922042742ETF12,630$108.9 萬<0.1%–
iShares Tips Bond ETF464287176ETF11,684$108.4 萬<0.1%–
TKRTimken CoCOM13,369$94.5 萬<0.1%歷史
SWKStanley Black & Decker, Inc.COM12,144$90.4 萬<0.1%歷史
iShares Tr464288273EAFE SML CP ETF12,265$69.3 萬<0.1%–
WALWestern Alliance BancorporationCOM11,487$68.2 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM9,453$54.9 萬<0.1%歷史
PPLPPL CorpCOM17,052$49.8 萬<0.1%歷史
MNROMonro, Inc.COM10,085$45.6 萬<0.1%歷史
USERUserTesting, Inc.COM59,890$45.0 萬<0.1%歷史
HLGNHeliogen, Inc.COMMON STOCK643,633$44.9 萬<0.1%歷史
INMDInMode Ltd.SHS6,541$44.3 萬<0.1%歷史
CFGCitizens Financial Group IncCOM10,521$41.4 萬<0.1%歷史
LIVNLivaNova PLCSHS5,825$39.5 萬<0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,150$39.3 萬<0.1%–
Global X FDS37954Y657US PFD ETF6,510$38.9 萬<0.1%–
FITBFifth Third BancorpCOM10,296$33.8 萬<0.1%歷史
ONEM1Life Healthcare IncCOM18,707$31.3 萬<0.1%歷史
SPDR Series Trust78468R200ST STR RATE ETF5,300$31.1 萬<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD9,185$29.9 萬<0.1%–
IBNIcici Bank LtdADR4,887$29.2 萬<0.1%歷史
BlackRock ETF Trust II092528207ISHAR INTER ETF5,000$29.0 萬<0.1%–
SIRISirius XM Holdings Inc.COM49,222$28.7 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM11,446$28.2 萬<0.1%歷史
OHIOmega Healthcare Investors IncCOM10,000$27.9 萬<0.1%歷史
SPGSimon Property Group Inc.REIT1,901$22.3 萬<0.1%歷史
VanEck Morningstar Wide Moat ETF92189F643ETF3,283$21.3 萬<0.1%–
OGNOrganon & Co.Stock9,187$21.3 萬<0.1%歷史
BIIBBiogen Inc.COM3,554$20.6 萬<0.1%歷史
SMCISuper Micro Computer, Inc.COM2,496$20.5 萬<0.1%歷史
ZVIAZevia PBCCL A50,000$20.4 萬<0.1%歷史
MLCOMelco Resorts & Entertainment LTDADR6,040$20.3 萬<0.1%歷史
CMAComerica IncCOM3,026$20.2 萬<0.1%歷史
NBIXNeurocrine Biosciences IncStock24,925$2,977<0.1%歷史
FLRFluor CorpStock69,684$2,415<0.1%歷史
AMLXAmylyx Pharmaceuticals, Inc.COM41,476$1,533<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM26,239$1,493<0.1%歷史
First Rep BK San Francisco C33616C100COM11,052$1,347<0.1%–
CPRXCatalyst Pharmaceuticals, Inc.COM50,810$945<0.1%歷史
CWHCamping World Holdings, Inc.CL A36,424$813<0.1%歷史
RPRXRoyalty Pharma plcSHS CLASS A12,399$490<0.1%歷史
ETF Ser Solutions26922A230HOYA CAP HOUSI13,620$432<0.1%–
DVAXDynavax Technologies CorpCOM NEW10,769$115<0.1%歷史
MRCCMonroe Capital CorpCOM12,685$108<0.1%歷史
AMCAMC Entertainment Holdings, Inc.CL A COM20,305$82<0.1%歷史
SHCRSharecare, Inc.COM CL A30,107$48<0.1%歷史
BINIBollinger Innovations, Inc.COMMON STOCK100,000$29<0.1%歷史
VLTAVolta Inc.COM CL A12,600$4<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock1,408––歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF1,410–––
iShares Core S&P US Value ETF464287663ETF1,640–––
FTITechnipFMC plcCOM6,930––歷史
iShares Tr464288638ISHS 5-10YR INVT2,750–––
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG4,850–––