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CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/12 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
2,970
較 2024 年第 3 季 −143
總值
$551.6 億
較 2024 年第 3 季 −$6.47 億 (−1.2%)
申報日
2025/2/12
SEC
CIBC Private Wealth Group, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock6,834,135$29.0 億5.3%−30,280−0.4%減碼歷史
AAPLApple Inc.Stock11,038,856$26.8 億4.9%−346,510−3.0%減碼歷史
AMZNAmazon Com IncStock10,695,476$23.8 億4.3%−337,815−3.1%減碼歷史
NVDANVIDIA CorpStock13,470,218$18.9 億3.4%−565,161−4.0%減碼歷史
GOOGLAlphabet Inc.Stock8,130,382$15.8 億2.9%+390,206+5.0%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM8,686,237$15.6 億2.8%−119,392−1.4%減碼歷史
VVisa Inc.Stock3,159,796$9.88 億1.8%−75,577−2.3%減碼歷史
BXBlackstone Inc.COM4,837,549$8.42 億1.5%−143,912−2.9%減碼歷史
GOOGAlphabet Inc.Stock4,271,333$8.35 億1.5%−170,479−3.8%減碼歷史
JPMJPMorgan Chase & CoStock3,242,788$7.88 億1.4%−69,766−2.1%減碼歷史
UNHUnitedHealth Group IncStock1,438,738$7.55 億1.4%−43,985−3.0%減碼歷史
FTAIFTAI Aviation Ltd.SHS3,724,591$6.29 億1.1%−76,072−2.0%減碼歷史
CRMSalesforce, Inc.Stock1,865,635$6.10 億1.1%−67,751−3.5%減碼歷史
METAMeta Platforms, Inc.Stock989,825$6.05 億1.1%+8,767+0.9%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR8,105,996$5.40 億1.0%−984,362−10.8%減碼歷史
ABTAbbott LaboratoriesStock4,667,557$5.33 億1.0%−119,519−2.5%減碼歷史
CSCOCisco Systems, Inc.Stock8,452,485$5.00 億0.9%−266,075−3.1%減碼歷史
LLYEli Lilly & CoStock628,733$4.95 億0.9%−1140.0%減碼歷史
HDHome Depot, Inc.Stock1,222,842$4.73 億0.9%−310,246−20.2%減碼歷史
NEENextera Energy IncStock6,626,486$4.68 億0.8%+459,596+7.5%加碼歷史
SPGIS&P Global Inc.Stock925,446$4.59 億0.8%−22,356−2.4%減碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP15,099,522$4.45 億0.8%+134,580+0.9%加碼歷史
XOMExxonMobil Holdings CorpCOM4,122,822$4.41 億0.8%−93,621−2.2%減碼歷史
QCOMQualcomm IncStock2,709,569$4.31 億0.8%−52,722−1.9%減碼歷史
FISVFiserv IncStock2,075,563$4.26 億0.8%−55,403−2.6%減碼歷史
Vanguard S&P 500 ETF922908363ETF740,112$4.01 億0.7%+19,659+2.7%加碼–
CMECME Group Inc.COM1,722,095$3.95 億0.7%−62,699−3.5%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF946,838$3.83 億0.7%+29,612+3.2%加碼–
ADBEAdobe Inc.Stock900,294$3.78 億0.7%−17,122−1.9%減碼歷史
DHRDanaher CorpStock1,575,076$3.75 億0.7%−52,526−3.2%減碼歷史
RTXRTX CorpStock3,234,563$3.75 億0.7%−64,002−1.9%減碼歷史
TJXTJX Companies IncStock3,035,844$3.69 億0.7%−75,457−2.4%減碼歷史
UNPUnion Pacific CorpStock1,567,936$3.63 億0.7%−53,651−3.3%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,405,596$3.53 億0.6%−69,534−2.8%減碼歷史
DISWalt Disney CoStock3,204,881$3.52 億0.6%−124,901−3.8%減碼歷史
MAMastercard IncStock674,905$3.49 億0.6%−26,077−3.7%減碼歷史
LINLinde PLCStock823,220$3.46 億0.6%−18,991−2.3%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,276,174$3.40 億0.6%+37,343+3.0%加碼–
TELTE Connectivity plcStock2,357,118$3.39 億0.6%−56,983−2.4%減碼歷史
JKHYJack Henry & Associates IncStock1,941,924$3.37 億0.6%+6640.0%加碼歷史
ARESAres Management CorpCL A COM STK1,846,243$3.37 億0.6%−18,362−1.0%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,384,485$3.35 億0.6%−75,246−5.2%減碼–
PEPPepsiCo IncStock2,285,181$3.35 億0.6%−84,017−3.5%減碼歷史
TMOThermo Fisher Scientific Inc.Stock602,729$3.28 億0.6%−18,187−2.9%減碼歷史
MCDMcDonalds CorpStock1,130,160$3.24 億0.6%−28,416−2.5%減碼歷史
ROPRoper Technologies IncStock620,396$3.17 億0.6%−18,294−2.9%減碼歷史
EPDEnterprise Products Partners L.P.Stock9,507,036$3.08 億0.6%−47,772−0.5%減碼歷史
AMTAmerican Tower CorpREIT1,676,210$3.00 億0.5%−101,795−5.7%減碼歷史
WDAYWorkday, Inc.CL A1,158,549$2.95 億0.5%+745,435+180.4%加碼歷史
LNGCheniere Energy, Inc.COM NEW1,271,644$2.86 億0.5%−165,562−11.5%減碼歷史
iShares Core S&P 500 ETF464287200ETF477,366$2.83 億0.5%−6,280−1.3%減碼–
OTISOtis Worldwide CorpStock3,066,278$2.81 億0.5%−82,600−2.6%減碼歷史
ELVElevance Health, Inc.Stock720,367$2.76 億0.5%+326,543+82.9%加碼歷史
SYKStryker CorpStock752,832$2.74 億0.5%−19,887−2.6%減碼歷史
PLDPrologis, Inc.REIT2,584,288$2.73 億0.5%+964,454+59.5%加碼歷史
ADPAutomatic Data Processing IncStock913,968$2.67 億0.5%−23,895−2.5%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN13,518,334$2.67 億0.5%+20,096+0.1%加碼歷史
HONHoneywell International IncCOM1,198,006$2.64 億0.5%−607,278−33.6%減碼歷史
ISRGIntuitive Surgical IncCOM NEW482,830$2.63 億0.5%−14,943−3.0%減碼歷史
CVXChevron CorpStock1,731,893$2.60 億0.5%−42,439−2.4%減碼歷史
TDGTransDigm Group INCCOM200,469$2.57 億0.5%+26,939+15.5%加碼歷史
MNSTMonster Beverage CorpCOM4,872,972$2.51 億0.5%+4,231,063+659.1%加碼歷史
FISFidelity National Information Services, Inc.Stock3,138,767$2.49 億0.5%−93,366−2.9%減碼歷史
USBUS Bancorp DECOM NEW5,072,059$2.46 億0.4%−124,455−2.4%減碼歷史
MLMMartin Marietta Materials IncCOM473,612$2.45 億0.4%−12,542−2.6%減碼歷史
HWMHowmet Aerospace Inc.Stock2,112,734$2.43 億0.4%−45,799−2.1%減碼歷史
IQVIQVIA Holdings Inc.Stock1,186,464$2.42 億0.4%−212,537−15.2%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,220,278$2.38 億0.4%−31,228−2.5%減碼歷史
TMUST-Mobile US, Inc.Stock1,069,742$2.31 億0.4%−345,987−24.4%減碼歷史
ADIAnalog Devices IncStock1,014,766$2.24 億0.4%−24,750−2.4%減碼歷史
OKEONEOK IncCOM2,163,969$2.23 億0.4%−88,422−3.9%減碼歷史
VICIVici Properties Inc.COM7,310,275$2.11 億0.4%−1,981,938−21.3%減碼歷史
COPConocoPhillipsStock2,068,845$2.10 億0.4%−110,810−5.1%減碼歷史
iShares Russell Midcap ETF464287499ETF2,351,713$2.09 億0.4%+78,741+3.5%加碼–
APHAmphenol CorpCL A2,866,213$2.06 億0.4%−54,204−1.9%減碼歷史
CMGChipotle Mexican Grill IncCOM3,510,992$2.03 億0.4%−95,635−2.7%減碼歷史
SPYSPDR S&P 500 ETF TrustETF344,180$2.03 億0.4%+104,627+43.7%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,440,098$1.99 億0.4%+22,924+0.7%加碼–
BRK.BBerkshire Hathaway IncStock431,918$1.95 億0.4%−12,626−2.8%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF4,410,231$1.92 億0.3%+619,465+16.3%加碼–
ABBVAbbVie Inc.Stock1,054,103$1.88 億0.3%−23,714−2.2%減碼歷史
CTASCintas CorpStock958,386$1.85 億0.3%−27,438−2.8%減碼歷史
PANWPalo Alto Networks IncStock1,046,899$1.81 億0.3%−418,295−28.5%減碼依 2 比 1 拆股換算歷史
AMPAmeriprise Financial IncCOM337,965$1.81 億0.3%−4,132−1.2%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF3,676,943$1.77 億0.3%+71,296+2.0%加碼–
MRVLMarvell Technology, Inc.COM1,494,622$1.77 億0.3%+897,839+150.4%加碼歷史
Vanguard Morningstar Value ETF922908744ETF1,020,025$1.74 億0.3%+19,176+1.9%加碼–
MDLZMondelez International, Inc.Stock2,885,587$1.68 億0.3%−119,082−4.0%減碼歷史
TRGPTarga Resources Corp.COM875,189$1.68 億0.3%+30,904+3.7%加碼歷史
NFLXNetflix IncStock183,685$1.61 億0.3%−5,146−2.7%減碼歷史
iShares Tr464287622RUS 1000 ETF493,563$1.60 億0.3%+101,904+26.0%加碼–
ZTSZoetis Inc.Stock949,714$1.57 億0.3%−25,376−2.6%減碼歷史
PHParker-Hannifin CorpStock227,317$1.46 億0.3%+1,870+0.8%加碼歷史
ORLYO Reilly Automotive IncStock119,181$1.44 億0.3%−3,948−3.2%減碼歷史
BROBrown & Brown, Inc.Stock1,391,002$1.43 億0.3%−21,676−1.5%減碼歷史
MPLXMPLX LPCOM UNIT REP LTD2,907,006$1.41 億0.3%+20,941+0.7%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH2,409,411$1.41 億0.3%−17,061−0.7%減碼歷史
EQIXEquinix IncCOM143,231$1.36 億0.2%−1,880−1.3%減碼歷史
MELIMercadolibre IncCOM76,880$1.34 億0.2%−38,953−33.6%減碼歷史
SCHWSchwab Charles CorpStock1,795,392$1.31 億0.2%−39,233−2.1%減碼歷史

2024 年第 3 季之後清倉(287 檔)

2024 年第 3 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 287 檔。

CIBC Private Wealth Group, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
BLKBlackRock, Inc.COM274,066$2.60 億0.5%歷史
APTVAptiv PLCSHS247,549$1,783 萬<0.1%歷史
ANETArista Networks, Inc.COM17,431$669.0 萬<0.1%歷史
SWNSouthwestern Energy CoCOM895,709$636.8 萬<0.1%歷史
MURMurphy Oil CorpCOM167,560$565.3 萬<0.1%歷史
LRCXLam Research CorpCOM4,580$373.7 萬<0.1%歷史
ENLTEnlight Renewable Energy Ltd.SHS95,950$162.2 萬<0.1%歷史
CXMSprinklr, Inc.CL A144,810$111.9 萬<0.1%歷史
ETF Ser Solutions26922A719US GBL GLD PRE35,524$75.7 萬<0.1%–
LEUCentrus Energy CorpStock13,195$72.4 萬<0.1%歷史
JMSBJohn Marshall Bancorp, Inc.COM32,859$65.0 萬<0.1%歷史
Cambria ETF Tr132061862TAIL RISK48,882$58.9 萬<0.1%–
TMDXTransMedics Group, Inc.COM3,429$53.8 萬<0.1%歷史
iShares Tr46436E874IBONDS 24 TRM TS18,935$45.4 萬<0.1%–
MROMarathon Oil CorpCOM16,865$44.9 萬<0.1%歷史
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X10,350$38.2 萬<0.1%–
SRCLStericycle IncCOM4,244$25.9 萬<0.1%歷史
BTCGrayscale Bitcoin Mini Trust ETFSHS44,017$24.8 萬<0.1%歷史
QXOQXO, Inc.COM NEW14,744$23.3 萬<0.1%歷史
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW1,093$22.7 萬<0.1%–
ProShares Tr74347R131SHRT HGH YIELD13,570$22.0 萬<0.1%–
MNROMonro, Inc.COM7,610$22.0 萬<0.1%歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT15,970$20.9 萬<0.1%歷史
ProShares Tr74347B425SHORT S&P 500 NE19,180$20.8 萬<0.1%–
iShares Tr46434VBG4IBONDS DEC24 ETF8,064$20.3 萬<0.1%–
AZA2Z CUST2MATE Solutions Corp.COM236,000$18.9 萬<0.1%歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW6,000$18.6 萬<0.1%–
Direxion Shs ETF Tr25490K596DALY HOM B&S BUL1,000$16.9 萬<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF7,230$16.8 萬<0.1%–
RGTRoyce Global Trust, Inc.COM12,811$14.9 萬<0.1%歷史
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF12,762$14.7 萬<0.1%歷史
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT59,496$14.5 萬<0.1%歷史
RMTRoyce Micro-Cap Trust, Inc.COM15,044$14.5 萬<0.1%歷史
TPZTortoise Power & Energy Infrastructure Fund IncCOM7,963$14.4 萬<0.1%歷史
BTZBlackRock Credit Allocation Income TrustCOM12,660$14.3 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL2,665$13.6 萬<0.1%–
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN4,328$12.2 萬<0.1%–
NSANational Storage Affiliates TrustCOM SHS BEN IN2,432$11.7 萬<0.1%歷史
SCLStepan CoCOM1,500$11.6 萬<0.1%歷史
ENVEnvestnet, Inc.COM1,794$11.2 萬<0.1%歷史
MUABlackRock Muniassets Fund, Inc.COM8,959$11.1 萬<0.1%歷史
ACTEnact Holdings, Inc.COM3,000$10.9 萬<0.1%歷史
BYDBoyd Gaming CorpCOM1,670$10.8 萬<0.1%歷史
PRAAPra Group IncCOM4,740$10.6 萬<0.1%歷史
TWITitan International IncCOM12,600$10.2 萬<0.1%歷史
FTCIFTC Solar, Inc.COM150,000$10.2 萬<0.1%歷史
SPDR Series Trust78464A672ST INTER ETF3,374$9.80 萬<0.1%–
SIISprott Inc.COM NEW2,259$9.78 萬<0.1%歷史
VRNTVerint Systems IncCOM3,485$8.83 萬<0.1%歷史
VGMInvesco Trust for Investment Grade MunicipalsCOM8,236$8.70 萬<0.1%歷史
OESXOrion Energy Systems, Inc.COM100,000$8.57 萬<0.1%歷史
WisdomTree Tr97717W281EMG MKTS SMCAP1,545$8.30 萬<0.1%–
EVNEaton Vance Municipal Income TrustSH BEN INT7,560$8.29 萬<0.1%歷史
MVBFMVB Financial CorpCOM4,165$8.06 萬<0.1%歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW50,010$7.85 萬<0.1%歷史
Sprott ETF Trust85210B201JR GOLD MINERS E2,102$7.77 萬<0.1%–
GUTGabelli Utility TrustCOM14,910$7.75 萬<0.1%歷史
MYDBlackRock Muniyield Fund, Inc.COM6,735$7.70 萬<0.1%歷史
IBTXIndependent Bank Group, Inc.COM1,285$7.41 萬<0.1%歷史
CORNTeucrium Commodity TrustCORN FD SHS4,000$7.40 萬<0.1%歷史
EADAllspring Income Opportunities FundINC OPPTY FD10,147$7.23 萬<0.1%歷史
SNTSenstar Technologies CorpCOM43,914$6.98 萬<0.1%歷史
ASTHAstrana Health, Inc.COM NEW1,180$6.84 萬<0.1%歷史
iShares Tr464287325GLOB HLTHCRE ETF685$6.72 萬<0.1%–
ESGREnstar Group LTDSHS200$6.43 萬<0.1%歷史
BXMXNuveen S&P 500 BuyWrite Income FundCOM4,594$6.30 萬<0.1%歷史
OPRAOpera LtdSPONSORED ADS3,820$5.90 萬<0.1%歷史
PIMCO ETF Tr72201R593COMMODITY STRAT2,128$5.69 萬<0.1%–
EOTEaton Vance National Municipal Opportunities TrustCOM SHS3,136$5.63 萬<0.1%歷史
iShares Inc464286475EM MKT SM-CP ETF880$5.61 萬<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF1,866$5.60 萬<0.1%–
TXTernium S.A.SPONSORED ADS1,500$5.54 萬<0.1%歷史
WPRTWestport Fuel Systems Inc.COM12,042$5.53 萬<0.1%歷史
OUTOUTFRONT Media Inc.COM3,000$5.51 萬<0.1%歷史
PLABPhotronics IncCOM2,200$5.45 萬<0.1%歷史
ZVIAZevia PBCCL A50,000$5.40 萬<0.1%歷史
IGAVoya Global Advantage & Premium Opportunity FundCOM5,513$5.24 萬<0.1%歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN2,449$4.90 萬<0.1%–
Global X FDS37954Y830GLOBAL X COPPER1,000$4.73 萬<0.1%–
SOYBTeucrium Commodity TrustSOYBEAN FD2,000$4.61 萬<0.1%歷史
AXNXAxonics, Inc.COM655$4.56 萬<0.1%歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV1,650$4.30 萬<0.1%–
NARIInari Medical, Inc.Stock1,000$4.12 萬<0.1%歷史
iShares Inc464286178US INTL HGH YLD900$4.12 萬<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,040$4.07 萬<0.1%–
CANETeucrium Commodity TrustSUGAR FD3,000$3.96 萬<0.1%歷史
ARCHArch Resources, Inc.CL A274$3.79 萬<0.1%歷史
MQMarqeta, Inc.CLASS A COM7,499$3.69 萬<0.1%歷史
JRSNuveen Real Estate Income FundCOM3,961$3.68 萬<0.1%歷史
HOLOMicroCloud Hologram Inc.ORD SHS NEW100,000$3.60 萬<0.1%歷史
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD1,000$3.52 萬<0.1%歷史
CTLTCatalent, Inc.COM560$3.39 萬<0.1%歷史
PHRPhreesia, Inc.COM1,485$3.38 萬<0.1%歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD720$3.30 萬<0.1%–
VBTXVeritex Holdings, Inc.COM1,250$3.29 萬<0.1%歷史
LEVILevi Strauss & CoCL A COM STK1,500$3.27 萬<0.1%歷史
TFPMTriple Flag Precious Metals Corp.Stock2,000$3.24 萬<0.1%歷史
RVMDRevolution Medicines, Inc.COM700$3.17 萬<0.1%歷史
iShares JPM BRD Usd Em B ETF46436E262FUND575$3.11 萬<0.1%–
WisdomTree Tr97717X701EUROPE HEDGED EQ690$3.10 萬<0.1%–