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CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/14 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
3,082
較 2024 年第 4 季 +112
總值
$473.5 億
較 2024 年第 4 季 −$78.0 億 (−14.2%)
申報日
2025/5/14
SEC
CIBC Private Wealth Group, LLC 在 2025 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 CorpStock6,937,468$24.6 億5.2%+103,333+1.5%加碼歷史
AAPLApple Inc.Stock10,897,899$18.8 億4.0%−140,957−1.3%減碼歷史
AMZNAmazon Com IncStock10,681,706$18.2 億3.8%−13,770−0.1%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM8,675,751$12.9 億2.7%−10,486−0.1%減碼歷史
NVDANVIDIA CorpStock12,886,857$12.4 億2.6%−583,361−4.3%減碼歷史
GOOGLAlphabet Inc.Stock7,972,681$11.5 億2.4%−157,701−1.9%減碼歷史
VVisa Inc.Stock3,131,282$9.65 億2.0%−28,514−0.9%減碼歷史
UNHUnitedHealth Group IncStock1,435,439$7.94 億1.7%−3,299−0.2%減碼歷史
JPMJPMorgan Chase & CoStock3,250,085$7.05 億1.5%+7,297+0.2%加碼歷史
METAMeta Platforms, Inc.Stock1,174,698$6.00 億1.3%+184,873+18.7%加碼歷史
GOOGAlphabet Inc.Stock3,795,751$5.56 億1.2%−475,582−11.1%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR8,218,863$5.33 億1.1%+112,867+1.4%加碼歷史
NEENextera Energy IncStock7,957,848$5.10 億1.1%+1,331,362+20.1%加碼歷史
RTXRTX CorpStock4,189,942$5.05 億1.1%+955,379+29.5%加碼歷史
ABTAbbott LaboratoriesStock4,005,824$4.97 億1.0%−661,733−14.2%減碼歷史
ELVElevance Health, Inc.Stock1,136,041$4.90 億1.0%+415,674+57.7%加碼歷史
BXBlackstone Inc.COM4,043,575$4.86 億1.0%−793,974−16.4%減碼歷史
FISVFiserv IncStock2,389,270$4.67 億1.0%+313,707+15.1%加碼歷史
CRMSalesforce, Inc.Stock1,866,768$4.55 億1.0%+1,133+0.1%加碼歷史
CMECME Group Inc.COM1,726,315$4.40 億0.9%+4,220+0.2%加碼歷史
LLYEli Lilly & CoStock582,456$4.23 億0.9%−46,277−7.4%減碼歷史
XOMExxonMobil Holdings CorpCOM4,085,890$4.12 億0.9%−36,932−0.9%減碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP15,551,337$4.11 億0.9%+451,815+3.0%加碼歷史
SPGIS&P Global Inc.Stock916,516$4.05 億0.9%−8,930−1.0%減碼歷史
TJXTJX Companies IncStock3,356,086$4.03 億0.9%+320,242+10.5%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,597,952$3.65 億0.8%+321,778+25.2%加碼–
DHRDanaher CorpStock2,081,159$3.63 億0.8%+506,083+32.1%加碼歷史
ICEIntercontinental Exchange, Inc.Stock2,394,263$3.63 億0.8%−11,333−0.5%減碼歷史
CSCOCisco Systems, Inc.Stock6,724,756$3.58 億0.8%−1,727,729−20.4%減碼歷史
LNGCheniere Energy, Inc.COM NEW1,723,539$3.54 億0.7%+451,895+35.5%加碼歷史
Vanguard S&P 500 ETF922908363ETF771,008$3.52 億0.7%+30,896+4.2%加碼–
MCDMcDonalds CorpStock1,135,910$3.41 億0.7%+5,750+0.5%加碼歷史
LINLinde PLCStock818,884$3.38 億0.7%−4,336−0.5%減碼歷史
QCOMQualcomm IncStock2,709,228$3.38 億0.7%−3410.0%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY3,311,219$3.33 億0.7%+3,227,812+3,870.0%加碼–
HDHome Depot, Inc.Stock974,244$3.27 億0.7%−248,598−20.3%減碼歷史
UNPUnion Pacific CorpStock1,560,812$3.25 億0.7%−7,124−0.5%減碼歷史
PEPPepsiCo IncStock2,285,528$3.21 億0.7%+3470.0%加碼歷史
ROPRoper Technologies IncStock615,573$3.20 億0.7%−4,823−0.8%減碼歷史
JKHYJack Henry & Associates IncStock1,931,554$3.16 億0.7%−10,370−0.5%減碼歷史
MLMMartin Marietta Materials IncCOM690,812$3.13 億0.7%+217,200+45.9%加碼歷史
SYKStryker CorpStock894,863$3.02 億0.6%+142,031+18.9%加碼歷史
ADBEAdobe Inc.Stock881,723$3.00 億0.6%−18,571−2.1%減碼歷史
AMTAmerican Tower CorpREIT1,451,613$2.97 億0.6%−224,597−13.4%減碼歷史
WDAYWorkday, Inc.CL A1,409,215$2.97 億0.6%+250,666+21.6%加碼歷史
TELTE Connectivity plcStock2,346,628$2.87 億0.6%−10,490−0.4%減碼歷史
MNSTMonster Beverage CorpCOM5,065,933$2.79 億0.6%+192,961+4.0%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF866,018$2.77 億0.6%−80,820−8.5%減碼–
EPDEnterprise Products Partners L.P.Stock9,401,349$2.73 億0.6%−105,687−1.1%減碼歷史
HWMHowmet Aerospace Inc.Stock2,350,643$2.69 億0.6%+237,909+11.3%加碼歷史
DISWalt Disney CoStock3,268,456$2.67 億0.6%+63,575+2.0%加碼歷史
MAMastercard IncStock547,627$2.63 億0.6%−127,278−18.9%減碼歷史
TMOThermo Fisher Scientific Inc.Stock601,755$2.52 億0.5%−974−0.2%減碼歷史
TDGTransDigm Group INCCOM204,030$2.51 億0.5%+3,561+1.8%加碼歷史
ADPAutomatic Data Processing IncStock907,856$2.51 億0.5%−6,112−0.7%減碼歷史
PLDPrologis, Inc.REIT2,709,696$2.43 億0.5%+125,408+4.9%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,213,660$2.35 億0.5%−170,825−12.3%減碼–
ETEnergy Transfer LPCOM UT LTD PTN14,981,432$2.34 億0.5%+1,463,098+10.8%加碼歷史
CVXChevron CorpStock1,705,528$2.34 億0.5%−26,365−1.5%減碼歷史
AVGOBroadcom Inc.Stock1,391,003$2.17 億0.5%+894,375+180.1%加碼歷史
ISRGIntuitive Surgical IncCOM NEW473,987$2.17 億0.5%−8,843−1.8%減碼歷史
BLKBlackRock, Inc.Stock265,301$2.16 億0.5%+265,301新進歷史
FISFidelity National Information Services, Inc.Stock3,147,875$2.14 億0.5%+9,108+0.3%加碼歷史
iShares Core S&P 500 ETF464287200ETF429,325$2.14 億0.5%−48,041−10.1%減碼–
BRK.BBerkshire Hathaway IncStock428,554$2.11 億0.4%−3,364−0.8%減碼歷史
OKEONEOK IncCOM2,649,529$2.09 億0.4%+485,560+22.4%加碼歷史
iShares Russell Midcap ETF464287499ETF2,723,748$2.04 億0.4%+372,035+15.8%加碼–
VICIVici Properties Inc.COM6,758,850$1.99 億0.4%−551,425−7.5%減碼歷史
IQVIQVIA Holdings Inc.Stock1,332,311$1.93 億0.4%+145,847+12.3%加碼歷史
MDLZMondelez International, Inc.Stock2,904,901$1.86 億0.4%+19,314+0.7%加碼歷史
PNCPNC Financial Services Group, Inc.Stock1,215,728$1.82 億0.4%−4,550−0.4%減碼歷史
ABBVAbbVie Inc.Stock1,023,964$1.80 億0.4%−30,139−2.9%減碼歷史
TMUST-Mobile US, Inc.Stock716,421$1.76 億0.4%−353,321−33.0%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,428,448$1.75 億0.4%−11,650−0.3%減碼–
COPConocoPhillipsStock2,104,889$1.74 億0.4%+36,044+1.7%加碼歷史
OTISOtis Worldwide CorpStock1,887,720$1.72 億0.4%−1,178,558−38.4%減碼歷史
NFLXNetflix IncStock196,626$1.71 億0.4%+12,941+7.0%加碼歷史
CTASCintas CorpStock900,108$1.71 億0.4%−58,278−6.1%減碼歷史
APHAmphenol CorpCL A2,831,770$1.70 億0.4%−34,443−1.2%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF3,683,852$1.68 億0.4%+6,909+0.2%加碼–
ADIAnalog Devices IncStock1,008,048$1.67 億0.4%−6,718−0.7%減碼歷史
ETNEaton Corp plcStock628,976$1.58 億0.3%+596,260+1,822.5%加碼歷史
CMGChipotle Mexican Grill IncCOM3,438,016$1.58 億0.3%−72,976−2.1%減碼歷史
BROBrown & Brown, Inc.Stock1,405,429$1.58 億0.3%+14,427+1.0%加碼歷史
ORLYO Reilly Automotive IncStock119,263$1.57 億0.3%+82+0.1%加碼歷史
Vanguard Morningstar Value ETF922908744ETF1,000,306$1.54 億0.3%−19,719−1.9%減碼–
PANWPalo Alto Networks IncStock987,128$1.51 億0.3%−59,771−5.7%減碼歷史
IAUiShares Gold TrustETF2,651,774$1.49 億0.3%+141,688+5.6%加碼歷史
AMPAmeriprise Financial IncCOM340,124$1.45 億0.3%+2,159+0.6%加碼歷史
TRGPTarga Resources Corp.COM865,345$1.39 億0.3%−9,844−1.1%減碼歷史
MPLXMPLX LPCOM UNIT REP LTD2,898,179$1.35 億0.3%−8,827−0.3%減碼歷史
ZTSZoetis Inc.Stock932,365$1.35 億0.3%−17,349−1.8%減碼歷史
CSGPCostar Group, Inc.COM1,827,003$1.34 億0.3%+1,497,912+455.2%加碼歷史
SCHWSchwab Charles CorpStock1,857,721$1.30 億0.3%+62,329+3.5%加碼歷史
ARESAres Management CorpCL A COM STK1,009,029$1.24 億0.3%−837,214−45.3%減碼歷史
MELIMercadolibre IncCOM66,715$1.22 億0.3%−10,165−13.2%減碼歷史
SPYSPDR S&P 500 ETF TrustETF240,160$1.19 億0.3%−104,020−30.2%減碼歷史
JNJJohnson & JohnsonStock785,665$1.18 億0.2%−38,315−4.6%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF2,839,805$1.13 億0.2%−1,570,426−35.6%減碼–
Global X FDS37954Y673US INFR DEV ETF3,293,984$1.11 億0.2%+78,889+2.5%加碼–

2024 年第 4 季之後清倉(244 檔)

2024 年第 4 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 244 檔。

CIBC Private Wealth Group, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
ENLCEnLink Midstream, LLCCOM UNIT REP LTD3,109,177$4,505 萬0.1%歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP279,093$1,331 萬<0.1%–
ALTMArcadium Lithium plcStock67,549$38.5 萬<0.1%歷史
QMCOQuantum CorpCOM11,000$34.6 萬<0.1%歷史
TECKTeck Resources LtdCL B6,625$27.5 萬<0.1%歷史
ARQQArqit Quantum Inc.COM NEW10,000$24.6 萬<0.1%歷史
HEESH&E Equipment Services, Inc.COM4,172$19.0 萬<0.1%歷史
BLFYBlue Foundry BancorpCOM18,395$17.0 萬<0.1%歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF5,906$15.1 萬<0.1%–
RPAYRepay Holdings CorpCOM CL A16,193$12.1 萬<0.1%歷史
DBX ETF Tr233051242XTRCKR RUSL 10001,962$10.3 萬<0.1%–
PGYPagaya Technologies Ltd.CL A NEW11,177$10.1 萬<0.1%歷史
Global X FDS37954Y848GLOBAL X SILVER2,903$9.64 萬<0.1%–
PFSIPennyMac Financial Services, Inc.COM953$9.48 萬<0.1%歷史
Fidelity High Dividend ETF316092840ETF1,773$8.90 萬<0.1%–
DEAEasterly Government Properties, Inc.COM7,500$8.64 萬<0.1%歷史
American Centy ETF Tr025072604AVANTIS EMGMKT1,457$8.56 萬<0.1%–
AZPNAspen Technology, Inc.COM290$7.28 萬<0.1%歷史
CODICompass Diversified HoldingsSH BEN INT3,000$6.57 萬<0.1%歷史
Tidal Trust II88636J816RETURN STCKD US2,577$6.32 萬<0.1%–
BLBDBlue Bird CorpCOM1,548$6.24 萬<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF1,064$5.81 萬<0.1%–
CBRLCracker Barrel Old Country Store, IncCOM1,000$5.73 萬<0.1%歷史
ZUOZuora IncCOM CL A5,700$5.67 萬<0.1%歷史
Global X FDS37954Y384CYBRSCURTY ETF1,724$5.53 萬<0.1%–
MTTRMatterport, Inc.COM CL A10,546$5.23 萬<0.1%歷史
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT6,660$5.11 萬<0.1%歷史
CIONCION Investment CorpCOM4,000$4.43 萬<0.1%歷史
SERVServe Robotics Inc.COM2,513$4.22 萬<0.1%歷史
iShares Tr46429B309MSCI INDONIA ETF2,250$4.13 萬<0.1%–
iShares U S ETF Tr46431W598BLOOMBERG ROLL855$4.11 萬<0.1%–
ProShares Tr74347G606S&P TECH DIVIDEN538$4.10 萬<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1,676$3.94 萬<0.1%–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF431$3.89 萬<0.1%–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM393$3.80 萬<0.1%–
SMARSmartsheet IncCOM CL A648$3.64 萬<0.1%歷史
BCATBlackRock Capital Allocation Term TrustCOM2,331$3.61 萬<0.1%歷史
Dimensional ETF Trust25434V658GLOBAL REAL EST1,426$3.60 萬<0.1%–
GSLGlobal Ship Lease, Inc.COM CL A1,600$3.59 萬<0.1%歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR1,450$3.45 萬<0.1%歷史
BEPCBrookfield Renewable CorpCL A SUB VTG1,195$3.37 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F581FT VEST NAS1,100$3.29 萬<0.1%–
BCSFBain Capital Specialty Finance, Inc.COM STK1,904$3.26 萬<0.1%歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT917$3.08 萬<0.1%–
American Centy ETF Tr025072703INTL EQT ETF495$3.05 萬<0.1%–
Simplify Exchange Traded Fun82889N657SHORT TERM TREA1,431$3.04 萬<0.1%–
MCMoelis & CoCL A398$2.97 萬<0.1%歷史
iShares Tr46435U861CORE DIVID ETF612$2.91 萬<0.1%–
SPDR Series Trust78468R705ST STR 1500MOM100$2.63 萬<0.1%–
PIMCO ETF Tr72201R585MULTISECTOR BD954$2.47 萬<0.1%–
Ea Series Trust02072L839ARGENT MID CAP704$2.41 萬<0.1%–
CAECae IncCOM983$2.32 萬<0.1%歷史
iShares Tr46434V274INTL EQTY FACTOR790$2.28 萬<0.1%–
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR459$2.27 萬<0.1%–
RBB FD Inc74933W635MOTLEY FOOL GBL782$2.21 萬<0.1%–
PAYPaymentus Holdings, Inc.Stock662$2.10 萬<0.1%歷史
Global X FDS37954Y343GLBL X MLP ETF415$2.09 萬<0.1%–
IMAXImax CorpCOM886$2.09 萬<0.1%歷史
RCMTRCM Technologies, Inc.COM NEW1,000$2.02 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US189$2.02 萬<0.1%–
First Tr Exchange-Traded FD336917109SHS500$2.01 萬<0.1%–
iShares Inc464286145MSCI FRONTIER733$1.99 萬<0.1%–
IEPIcahn Enterprises L.P.DEPOSITARY UNIT2,130$1.95 萬<0.1%歷史
PFCPremier Financial CorpCOM754$1.86 萬<0.1%歷史
ABUSArbutus Biopharma CorpCOM5,450$1.83 萬<0.1%歷史
ETHWBitwise Ethereum ETFSHS775$1.82 萬<0.1%歷史
CNRCore Natural Resources, Inc.COM172$1.81 萬<0.1%歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock5,970$1.78 萬<0.1%–
ALTRAltair Engineering Inc.COM CL A160$1.76 萬<0.1%歷史
PCYOPure Cycle CorpCOM NEW1,332$1.60 萬<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES321$1.57 萬<0.1%–
GSITGsi Technology IncCOM5,000$1.53 萬<0.1%歷史
BKUBankUnited, Inc.COM383$1.48 萬<0.1%歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK2,173$1.47 萬<0.1%歷史
ESRTEmpire State Realty Trust, Inc.CL A1,493$1.46 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E115S&P SMLCP INFO300$1.46 萬<0.1%–
JHXJames Hardie Industries plcSPONSORED ADR467$1.45 萬<0.1%歷史
ALLTAllot Ltd.SHS2,000$1.45 萬<0.1%歷史
J P Morgan Exchange Traded F46654Q740GLOBAL SEL EQUIT234$1.42 萬<0.1%–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW195$1.39 萬<0.1%–
Cambria ETF Tr132061201SHSHLD YIELD ETF200$1.36 萬<0.1%–
SPDR Index Shs FDS78463X756ST MARKE CAP ETF234$1.35 萬<0.1%–
HOPEHope Bancorp IncCOM1,061$1.26 萬<0.1%歷史
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF124$1.26 萬<0.1%–
Amplify ETF Tr032108631AMPLIFY ALTERNAT5,640$1.26 萬<0.1%–
CMPRCIMPRESS plcSHS EURO176$1.23 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E586KBW PPTY CASUT106$1.21 萬<0.1%–
Legg Mason ETF Invt524682200CLEARBRIDGE LRG155$1.18 萬<0.1%–
PDCOPatterson Companies, Inc.COM376$1.16 萬<0.1%歷史
TKRTimken CoCOM156$1.15 萬<0.1%歷史
WisdomTree Tr97717W307US LARGECAP DIVD147$1.15 萬<0.1%–
JACKJack in the Box IncCOM300$1.14 萬<0.1%歷史
UPBDUpbound Group, Inc.COM382$1.14 萬<0.1%歷史
ProShares Tr74348A145PET CARE ETF208$1.13 萬<0.1%–
ENREnergizer Holdings, Inc.COM282$1.01 萬<0.1%歷史
BBWBuild-A-Bear Workshop IncCOM237$1.01 萬<0.1%歷史
Global X FDS37960A644EMERGING MKT GRT380$9,933<0.1%–
SXCSunCoke Energy, Inc.COM964$9,814<0.1%歷史
TSTenaris SASPONSORED ADS247$9,579<0.1%歷史
ProShares Tr74347B680S&P MDCP 400 DIV110$8,773<0.1%–