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Livermore
Livermore
中文EN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2024 年第 2 季持倉

持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
3,145
較 2024 年第 1 季 +81
總值
$533.2 億
較 2024 年第 1 季 +$22.7 億 (+4.4%)
申報日
2024/8/9
SEC
CIBC Private Wealth Group, LLC 在 2024 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 CorpStock6,708,516$31.3 億5.9%−78,941−1.2%減碼歷史
AAPLApple Inc.Stock11,350,192$25.9 億4.8%+1,188,828+11.7%加碼歷史
AMZNAmazon Com IncStock11,144,859$22.2 億4.2%−113,888−1.0%減碼歷史
NVDANVIDIA CorpStock13,888,795$17.8 億3.3%+772,885+5.9%加碼依 10 比 1 拆股換算歷史
ODFLOld Dominion Freight Line, Inc.COM8,812,094$16.0 億3.0%+1,448,017+19.7%加碼歷史
GOOGLAlphabet Inc.Stock7,627,934$14.4 億2.7%−17,752−0.2%減碼歷史
VVisa Inc.Stock3,252,993$8.67 億1.6%−38,418−1.2%減碼歷史
GOOGAlphabet Inc.Stock4,547,812$8.66 億1.6%−128,994−2.8%減碼歷史
UNHUnitedHealth Group IncStock1,496,502$7.32 億1.4%−34,960−2.3%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR9,212,787$7.11 億1.3%−81,996−0.9%減碼歷史
LLYEli Lilly & CoStock753,074$6.91 億1.3%−470.0%減碼歷史
BXBlackstone Inc.COM5,374,962$6.49 億1.2%−51,985−1.0%減碼歷史
JPMJPMorgan Chase & CoStock3,116,315$6.39 億1.2%−35,832−1.1%減碼歷史
NEENextera Energy IncStock7,622,993$5.50 億1.0%−610,267−7.4%減碼歷史
SPGIS&P Global Inc.Stock1,191,349$5.43 億1.0%−5,143−0.4%減碼歷史
HDHome Depot, Inc.Stock1,543,090$5.24 億1.0%−163,492−9.6%減碼歷史
ADBEAdobe Inc.Stock893,071$5.14 億1.0%+218,103+32.3%加碼歷史
METAMeta Platforms, Inc.Stock948,152$5.02 億0.9%+81,941+9.5%加碼歷史
CRMSalesforce, Inc.Stock1,937,387$4.99 億0.9%+265,977+15.9%加碼歷史
ABTAbbott LaboratoriesStock4,802,579$4.90 億0.9%−72,646−1.5%減碼歷史
XOMExxonMobil Holdings CorpCOM4,145,962$4.65 億0.9%+3,598,499+657.3%加碼歷史
QCOMQualcomm IncStock2,092,248$4.35 億0.8%−42,092−2.0%減碼歷史
ROPRoper Technologies IncStock730,223$4.07 億0.8%−118,255−13.9%減碼歷史
MLMMartin Marietta Materials IncCOM761,988$4.04 億0.8%−88,826−10.4%減碼歷史
CSCOCisco Systems, Inc.Stock8,684,152$4.00 億0.8%−99,757−1.1%減碼歷史
DHRDanaher CorpStock1,634,082$3.93 億0.7%−641,943−28.2%減碼歷史
PEPPepsiCo IncStock2,392,626$3.88 億0.7%−31,563−1.3%減碼歷史
HONHoneywell International IncCOM1,826,576$3.87 億0.7%−394,048−17.7%減碼歷史
FTAIFTAI Aviation Ltd.SHS3,501,718$3.73 億0.7%+365,590+11.7%加碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP14,726,567$3.72 億0.7%+2,239,886+17.9%加碼歷史
LINLinde PLCStock849,857$3.70 億0.7%−157,695−15.7%減碼歷史
UNPUnion Pacific CorpStock1,642,386$3.67 億0.7%−23,362−1.4%減碼歷史
Vanguard S&P 500 ETF922908363ETF717,598$3.66 億0.7%+47,106+7.0%加碼–
TELTE Connectivity plcREG SHS2,425,014$3.65 億0.7%−14,186−0.6%減碼歷史
AMTAmerican Tower CorpREIT1,814,933$3.56 億0.7%+62,189+3.5%加碼歷史
CMECME Group Inc.COM1,818,486$3.55 億0.7%−22,635−1.2%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,501,271$3.53 億0.7%−24,536−1.0%減碼歷史
TJXTJX Companies IncStock3,140,432$3.52 億0.7%+203,145+6.9%加碼歷史
TMOThermo Fisher Scientific Inc.Stock626,568$3.36 億0.6%−8,491−1.3%減碼歷史
RTXRTX CorpStock3,281,262$3.28 億0.6%−38,057−1.1%減碼歷史
FISVFiserv IncStock2,164,247$3.27 億0.6%−25,464−1.2%減碼歷史
MAMastercard IncStock723,198$3.23 億0.6%+2,970+0.4%加碼歷史
JKHYJack Henry & Associates IncStock1,941,148$3.19 億0.6%−1,768−0.1%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF829,598$3.14 億0.6%+99,331+13.6%加碼–
OTISOtis Worldwide CorpStock3,158,849$3.08 億0.6%−43,928−1.4%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,406,421$3.05 億0.6%+85,276+6.5%加碼–
TMUST-Mobile US, Inc.Stock1,686,447$3.02 億0.6%−506,917−23.1%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,245,538$3.02 億0.6%+22,906+1.9%加碼–
IQVIQVIA Holdings Inc.Stock1,404,861$2.94 億0.6%+298,344+27.0%加碼歷史
MCDMcDonalds CorpStock1,151,840$2.85 億0.5%−8,947−0.8%減碼歷史
EPDEnterprise Products Partners L.P.Stock9,597,051$2.80 億0.5%−152,371−1.6%減碼歷史
CVXChevron CorpStock1,790,324$2.76 億0.5%−18,446−1.0%減碼歷史
DISWalt Disney CoStock2,778,279$2.71 億0.5%−22,868−0.8%減碼歷史
LNGCheniere Energy, Inc.COM NEW1,530,714$2.68 億0.5%+10,252+0.7%加碼歷史
VICIVici Properties Inc.COM9,444,682$2.63 億0.5%+1,583,679+20.1%加碼歷史
SYKStryker CorpStock780,486$2.61 億0.5%−7,043−0.9%減碼歷史
EWEdwards Lifesciences CorpStock2,810,745$2.58 億0.5%−22,165−0.8%減碼歷史
ARESAres Management CorpCL A COM STK1,884,726$2.56 億0.5%−7090.0%減碼歷史
COPConocoPhillipsStock2,198,985$2.47 億0.5%−10,671−0.5%減碼歷史
PANWPalo Alto Networks IncStock730,056$2.46 億0.5%+12,931+1.8%加碼歷史
FISFidelity National Information Services, Inc.Stock3,279,479$2.45 億0.5%−27,091−0.8%減碼歷史
ADIAnalog Devices IncStock1,049,980$2.45 億0.5%−516,668−33.0%減碼歷史
iShares Core S&P 500 ETF464287200ETF430,736$2.41 億0.5%−1,409−0.3%減碼–
ISRGIntuitive Surgical IncCOM NEW502,003$2.23 億0.4%+57,528+12.9%加碼歷史
TDGTransDigm Group INCCOM174,423$2.22 億0.4%+2,660+1.5%加碼歷史
BLKBlackRock, Inc.COM276,385$2.18 億0.4%−4,980−1.8%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN13,362,446$2.15 億0.4%+327,223+2.5%加碼歷史
ELVElevance Health, Inc.Stock406,206$2.14 億0.4%−7,063−1.7%減碼歷史
CMGChipotle Mexican Grill IncCOM3,589,614$2.14 億0.4%−127,236−3.4%減碼依 50 比 1 拆股換算歷史
ADPAutomatic Data Processing IncStock914,264$2.13 億0.4%−10,408−1.1%減碼歷史
MPWRMonolithic Power Systems, Inc.COM243,613$2.08 億0.4%+97,129+66.3%加碼歷史
USBUS Bancorp DECOM NEW5,231,809$2.06 億0.4%−43,603−0.8%減碼歷史
MDLZMondelez International, Inc.Stock3,037,115$2.01 億0.4%−34,369−1.1%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,253,002$1.99 億0.4%−24,263−1.9%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,405,740$1.92 億0.4%+50,269+1.5%加碼–
AVGOBroadcom Inc.Stock109,148$1.91 億0.4%+13,806+14.5%加碼歷史
PLDPrologis, Inc.REIT1,661,940$1.90 億0.4%−63,002−3.7%減碼歷史
CTASCintas CorpStock266,382$1.89 億0.4%−22,970−7.9%減碼歷史
ENTGEntegris IncCOM1,332,164$1.89 億0.4%+174,072+15.0%加碼歷史
iShares Russell Midcap ETF464287499ETF2,278,843$1.84 億0.3%−34,830−1.5%減碼–
APHAmphenol CorpCL A2,651,329$1.80 億0.3%−292,537−9.9%減碼依 2 比 1 拆股換算歷史
ZTSZoetis Inc.Stock999,845$1.75 億0.3%−407,940−29.0%減碼歷史
HWMHowmet Aerospace Inc.Stock2,162,163$1.74 億0.3%+27,181+1.3%加碼歷史
MCHPMicrochip Technology IncStock1,859,989$1.73 億0.3%−136,935−6.9%減碼歷史
ULTAUlta Beauty, Inc.Stock437,815$1.73 億0.3%+136,739+45.4%加碼歷史
OKEONEOK IncCOM1,996,053$1.64 億0.3%−26,219−1.3%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF3,631,835$1.62 億0.3%+28,359+0.8%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF3,203,151$1.61 億0.3%+186,952+6.2%加碼–
Vanguard Morningstar Value ETF922908744ETF994,638$1.60 億0.3%+2,220+0.2%加碼–
BRK.BBerkshire Hathaway IncStock370,190$1.51 億0.3%+5,630+1.5%加碼歷史
MELIMercadolibre IncCOM88,614$1.49 億0.3%+1,376+1.6%加碼歷史
AMPAmeriprise Financial IncCOM347,607$1.48 億0.3%−1,641−0.5%減碼歷史
CDNSCadence Design Systems IncStock457,867$1.45 億0.3%+188,046+69.7%加碼歷史
AMDAdvanced Micro Devices IncStock809,000$1.45 億0.3%+186,595+30.0%加碼歷史
SCHWSchwab Charles CorpStock1,963,714$1.44 億0.3%+245,139+14.3%加碼歷史
ASMLASML Holding NVADR133,252$1.44 億0.3%+18,941+16.6%加碼歷史
WDAYWorkday, Inc.CL A626,673$1.42 億0.3%+45,281+7.8%加碼歷史
MRKMerck & Co., Inc.Stock1,122,939$1.41 億0.3%−13,821−1.2%減碼歷史
ABBVAbbVie Inc.Stock822,845$1.37 億0.3%−7,520−0.9%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock596,748$1.35 億0.3%−2,107−0.4%減碼歷史

2024 年第 1 季之後清倉（199 檔）

2024 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 199 檔。

CIBC Private Wealth Group, LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
PXDPioneer Natural Resources CoCOM1,563,461$4.13 億0.8%歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN6,037,347$1.72 億0.3%–
NOVASunnova Energy International Inc.COM891,533$505.5 萬<0.1%歷史
AMPSAltus Power, Inc.COM CL A1,008,368$487.0 萬<0.1%歷史
LHLabcorp Holdings Inc.COM NEW13,551$293.2 萬<0.1%歷史
SWAVShockwave Medical, Inc.COM7,961$255.2 萬<0.1%歷史
NSNuStar Energy L.P.UNIT COM59,947$138.0 萬<0.1%歷史
DMDesktop Metal, Inc.COM CL A1,441,657$122.8 萬<0.1%歷史
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR58,934$98.2 萬<0.1%歷史
CBUCommunity Financial System, Inc.COM9,535$45.0 萬<0.1%歷史
UBS AG London Branch902677780EN LG CP GRWTH439$36.9 萬<0.1%–
FFINFirst Financial Bankshares IncCOM7,596$24.5 萬<0.1%歷史
CCSCentury Communities, Inc.COM2,509$23.9 萬<0.1%歷史
Schwab Strategic Tr808524862SHT TM US TRES4,400$21.1 萬<0.1%–
LEGNLegend Biotech CorpSPONSORED ADS3,000$17.2 萬<0.1%歷史
ESABESAB CorpCOM1,382$15.3 萬<0.1%歷史
ProShares Tr74347X831ULTRAPRO QQQ2,365$14.7 萬<0.1%–
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT3,132$13.2 萬<0.1%歷史
SYNASYNAPTICS IncStock1,300$12.7 萬<0.1%歷史
WIREEncore Wire CorpCOM443$11.8 萬<0.1%歷史
BXCBlueLinx Holdings Inc.COM NEW922$11.8 萬<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF1,720$9.98 萬<0.1%–
VanEck ETF Trust92189F528VANECK SHRT MUNI5,765$9.78 萬<0.1%–
CWKCushman & Wakefield Ltd.SHS9,516$9.74 萬<0.1%歷史
PNSTPinstripes Holdings, Inc.CL A COM27,238$9.18 萬<0.1%歷史
MQYBlackRock Muniyield Quality Fund, Inc.COM7,487$9.15 萬<0.1%歷史
ADTHAdTheorent Holding Company, Inc.COM27,632$9.06 萬<0.1%歷史
PRFTPerficient IncCOM1,581$8.81 萬<0.1%歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW2,971$7.36 萬<0.1%歷史
MSEXMiddlesex Water CoCOM1,334$6.84 萬<0.1%歷史
NXRTNexPoint Residential Trust, Inc.COM2,102$6.64 萬<0.1%歷史
MDCSekisui House U.S., Inc.COM919$5.79 萬<0.1%歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX236$5.61 萬<0.1%–
GCOGenesco IncCOM2,000$5.56 萬<0.1%歷史
AMHAmerican Homes 4 RentCL A1,510$5.49 萬<0.1%歷史
GTYGetty Realty CorpCOM2,006$5.48 萬<0.1%歷史
CORZCore Scientific, Inc.COM14,732$5.20 萬<0.1%歷史
iShares Tr46434V290US SML CAP EQT812$5.13 萬<0.1%–
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION2,000$5.07 萬<0.1%–
Algonquin PWR Utils Corp015857873UNIT 99/99/99992,250$4.86 萬<0.1%–
GFIGold Fields LtdSPONSORED ADR3,000$4.79 萬<0.1%歷史
LZLegalzoom.com, Inc.COM3,450$4.63 萬<0.1%歷史
CIMChimera Investment CorpCOM NEW10,000$4.54 萬<0.1%歷史
WTWisdomTree, Inc.COM4,636$4.21 萬<0.1%歷史
MYEMyers Industries IncCOM1,800$4.10 萬<0.1%歷史
ASRSoutheast Airport GroupSPON ADR SER B125$3.97 萬<0.1%歷史
HTYJohn Hancock Tax-Advantaged Global Shareholder Yield FundTAX ADV GLB SH7,500$3.92 萬<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM498$3.57 萬<0.1%歷史
LNKBLINKBANCORP, Inc.COMMON STOCK4,938$3.41 萬<0.1%歷史
ECHOEchoStar CORPCL A2,307$3.24 萬<0.1%歷史
HIBBHibbett IncCOM398$2.97 萬<0.1%歷史
LBAILakeland Bancorp IncCOM2,297$2.76 萬<0.1%歷史
GOCOGoHealth, Inc.CL A NEW2,500$2.66 萬<0.1%歷史
CMBTCmb.tech NVSHS1,600$2.66 萬<0.1%歷史
iShares Tr464289180MSCI EURO FL ETF1,131$2.57 萬<0.1%–
iShares Tr46435G433MSCI USA SMCP MN640$2.38 萬<0.1%–
APPFAppfolio IncCOM CL A95$2.29 萬<0.1%歷史
Nuvei Corp67079A102COM700$2.27 萬<0.1%–
PLMRPalomar Holdings, Inc.Stock275$2.26 萬<0.1%歷史
RXSTRxSight, Inc.COM443$2.24 萬<0.1%歷史
Etfis Ser Tr I26923G822VIRTUS INFRCAP1,000$2.10 萬<0.1%–
VanEck ETF Trust92189F429PREFERRED SECURT1,167$2.05 萬<0.1%–
J P Morgan Exchange Traded F46654Q815SUST MUNI IN ETF407$2.04 萬<0.1%–
Fidelity Covington Trust316092857MSCI RL EST ETF766$1.96 萬<0.1%–
LPGDorian LPG Ltd.SHS USD475$1.94 萬<0.1%歷史
NGVTIngevity CorpCOM388$1.84 萬<0.1%歷史
NVTSNavitas Semiconductor CorpCOM3,325$1.62 萬<0.1%歷史
CGBDCarlyle Secured Lending, Inc.COM1,000$1.61 萬<0.1%歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM1,250$1.58 萬<0.1%歷史
RILYBRC Group Holdings, Inc.COM700$1.57 萬<0.1%歷史
IAInnovative Solutions & Support IncCOM2,071$1.54 萬<0.1%歷史
MPTMedical Properties Trust IncCOM3,350$1.51 萬<0.1%歷史
AIRCApartment Income REIT Corp.COM474$1.51 萬<0.1%歷史
ATAIAtai Beckley N.V.SHS7,972$1.48 萬<0.1%歷史
iShares Tr46435G102CONV BD ETF180$1.43 萬<0.1%–
DOORMasonite International CorpCOM106$1.39 萬<0.1%歷史
SYMSymbotic Inc.Stock304$1.38 萬<0.1%歷史
IRONDisc Medicine, Inc.COM388$1.33 萬<0.1%歷史
RYNRayonier IncCOM400$1.30 萬<0.1%歷史
ALRMAlarm.com Holdings, Inc.COM182$1.30 萬<0.1%歷史
WSRWhitestone REITCOM1,043$1.27 萬<0.1%歷史
AWIArmstrong World Industries IncCOM100$1.23 萬<0.1%歷史
iShares Tr46435U663ESG AWARE MSCI307$1.22 萬<0.1%–
SPDR Series Trust78464A292ST STR PFD ETF343$1.19 萬<0.1%–
MODNModel N, Inc.COM409$1.13 萬<0.1%歷史
RFMRiverNorth Flexible Municipal Income Fund, Inc.COM670$1.08 萬<0.1%歷史
Mag Silver Corp55903Q104COM1,000$1.08 萬<0.1%–
PUBMPubMatic, Inc.COM CL A397$9,425<0.1%歷史
PFLPIMCO Income Strategy FundCOM1,100$9,405<0.1%歷史
ARMKAramarkCOM289$9,326<0.1%歷史
AELAmerican National Group Inc.COM157$8,803<0.1%歷史
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT408$8,690<0.1%–
AOSLAlpha & Omega Semiconductor LtdSHS393$8,674<0.1%歷史
IAFAbrdn Australia Equity Fund, Inc.COM2,000$8,500<0.1%歷史
JCTCJewett Cameron Trading Co LtdCOM NEW1,500$8,010<0.1%歷史
FSMFortuna Mining Corp.COM2,000$7,660<0.1%歷史
NKLANikola CorpCOM7,333$7,553<0.1%歷史
VRTSVirtus Investment Partners, Inc.COM30$7,259<0.1%歷史
ALTAltimmune, Inc.COM NEW675$6,905<0.1%歷史
BHMBluerock Homes Trust, Inc.COM CL A375$6,326<0.1%歷史