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CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/8/12 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
3,073
較 2025 年第 1 季 −9
總值
$559.8 億
較 2025 年第 1 季 +$86.3 億 (+18.2%)
申報日
2025/8/12
SEC
CIBC Private Wealth Group, LLC 在 2025 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 CorpStock6,709,310$33.4 億6.0%−228,158−3.3%減碼歷史
AMZNAmazon Com IncStock10,635,297$23.3 億4.2%−46,409−0.4%減碼歷史
AAPLApple Inc.Stock10,821,497$22.2 億4.0%−76,402−0.7%減碼歷史
NVDANVIDIA CorpStock12,343,698$19.5 億3.5%−543,159−4.2%減碼歷史
GOOGLAlphabet Inc.Stock7,183,959$12.7 億2.3%−788,722−9.9%減碼歷史
VVisa Inc.Stock2,789,285$9.90 億1.8%−341,997−10.9%減碼歷史
JPMJPMorgan Chase & CoStock3,248,027$9.42 億1.7%−2,058−0.1%減碼歷史
METAMeta Platforms, Inc.Stock1,185,366$8.75 億1.6%+10,668+0.9%加碼歷史
RTXRTX CorpStock4,216,484$6.16 億1.1%+26,542+0.6%加碼歷史
BXBlackstone Inc.COM4,084,704$6.11 億1.1%+41,129+1.0%加碼歷史
GOOGAlphabet Inc.Stock3,286,135$5.83 億1.0%−509,616−13.4%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM3,590,839$5.83 億1.0%−5,084,912−58.6%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR8,232,361$5.75 億1.0%+13,498+0.2%加碼歷史
ABTAbbott LaboratoriesStock4,118,212$5.60 億1.0%+112,388+2.8%加碼歷史
CRMSalesforce, Inc.Stock1,898,621$5.18 億0.9%+31,853+1.7%加碼歷史
NEENextera Energy IncStock7,444,585$5.17 億0.9%−513,263−6.4%減碼歷史
AVGOBroadcom Inc.Stock1,774,563$4.89 億0.9%+383,560+27.6%加碼歷史
SPGIS&P Global Inc.Stock913,782$4.82 億0.9%−2,734−0.3%減碼歷史
CMECME Group Inc.COM1,724,691$4.75 億0.8%−1,624−0.1%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,666,862$4.66 億0.8%+68,910+4.3%加碼–
CSCOCisco Systems, Inc.Stock6,702,907$4.65 億0.8%−21,849−0.3%減碼歷史
LLYEli Lilly & CoStock593,349$4.63 億0.8%+10,893+1.9%加碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP15,620,200$4.58 億0.8%+68,863+0.4%加碼歷史
XOMExxonMobil Holdings CorpCOM4,099,966$4.42 億0.8%+14,076+0.3%加碼歷史
Vanguard S&P 500 ETF922908363ETF777,889$4.42 億0.8%+6,881+0.9%加碼–
ICEIntercontinental Exchange, Inc.Stock2,404,711$4.41 億0.8%+10,448+0.4%加碼歷史
HWMHowmet Aerospace Inc.Stock2,331,676$4.34 億0.8%−18,967−0.8%減碼歷史
QCOMQualcomm IncStock2,715,412$4.32 億0.8%+6,184+0.2%加碼歷史
UNPUnion Pacific CorpStock1,804,920$4.15 億0.7%+244,108+15.6%加碼歷史
DHRDanaher CorpStock2,100,421$4.15 億0.7%+19,262+0.9%加碼歷史
TELTE Connectivity plcStock2,360,884$3.98 億0.7%+14,256+0.6%加碼歷史
LNGCheniere Energy, Inc.COM NEW1,616,126$3.94 億0.7%−107,413−6.2%減碼歷史
ELVElevance Health, Inc.Stock1,007,839$3.92 億0.7%−128,202−11.3%減碼歷史
LINLinde PLCStock818,364$3.84 億0.7%−520−0.1%減碼歷史
MLMMartin Marietta Materials IncCOM696,888$3.83 億0.7%+6,076+0.9%加碼歷史
TJXTJX Companies IncStock3,031,887$3.74 億0.7%−324,199−9.7%減碼歷史
SYKStryker CorpStock893,191$3.53 億0.6%−1,672−0.2%減碼歷史
FISVFiserv IncStock2,045,397$3.53 億0.6%−343,873−14.4%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF807,501$3.43 億0.6%−58,517−6.8%減碼–
JKHYJack Henry & Associates IncStock1,887,432$3.40 億0.6%−44,122−2.3%減碼歷史
ROPRoper Technologies IncStock598,438$3.39 億0.6%−17,135−2.8%減碼歷史
WDAYWorkday, Inc.CL A1,412,605$3.39 億0.6%+3,390+0.2%加碼歷史
ADBEAdobe Inc.Stock875,189$3.39 億0.6%−6,534−0.7%減碼歷史
MCDMcDonalds CorpStock1,140,543$3.33 億0.6%+4,633+0.4%加碼歷史
UNHUnitedHealth Group IncStock1,043,600$3.26 億0.6%−391,839−27.3%減碼歷史
HDHome Depot, Inc.Stock877,857$3.22 億0.6%−96,387−9.9%減碼歷史
AMTAmerican Tower CorpREIT1,447,550$3.20 億0.6%−4,063−0.3%減碼歷史
MNSTMonster Beverage CorpCOM5,103,587$3.20 億0.6%+37,654+0.7%加碼歷史
TDGTransDigm Group INCCOM203,588$3.10 億0.6%−442−0.2%減碼歷史
NFLXNetflix IncStock227,596$3.05 億0.5%+30,970+15.8%加碼歷史
MAMastercard IncStock539,665$3.03 億0.5%−7,962−1.5%減碼歷史
PEPPepsiCo IncStock2,276,292$3.01 億0.5%−9,236−0.4%減碼歷史
DISWalt Disney CoStock2,384,014$2.96 億0.5%−884,442−27.1%減碼歷史
EPDEnterprise Products Partners L.P.Stock9,359,631$2.90 億0.5%−41,718−0.4%減碼歷史
APHAmphenol CorpCL A2,924,638$2.89 億0.5%+92,868+3.3%加碼歷史
PLDPrologis, Inc.REIT2,719,249$2.86 億0.5%+9,553+0.4%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,180,480$2.80 億0.5%−33,180−2.7%減碼–
ADPAutomatic Data Processing IncStock902,762$2.78 億0.5%−5,094−0.6%減碼歷史
BLKBlackRock, Inc.Stock264,918$2.78 億0.5%−383−0.1%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN15,314,866$2.78 億0.5%+333,434+2.2%加碼歷史
iShares Russell Midcap ETF464287499ETF2,945,315$2.71 億0.5%+221,567+8.1%加碼–
iShares Core S&P 500 ETF464287200ETF425,390$2.64 億0.5%−3,935−0.9%減碼–
FISFidelity National Information Services, Inc.Stock3,169,660$2.58 億0.5%+21,785+0.7%加碼歷史
ISRGIntuitive Surgical IncCOM NEW471,318$2.56 億0.5%−2,669−0.6%減碼歷史
CVXChevron CorpStock1,697,209$2.43 億0.4%−8,319−0.5%減碼歷史
ADIAnalog Devices IncStock1,006,077$2.39 億0.4%−1,971−0.2%減碼歷史
TMOThermo Fisher Scientific Inc.Stock585,794$2.38 億0.4%−15,961−2.7%減碼歷史
ASMLASML Holding NVADR295,847$2.37 億0.4%+232,649+368.1%加碼歷史
GEGeneral Electric CoStock907,777$2.34 億0.4%+291,780+47.4%加碼歷史
ETNEaton Corp plcStock649,506$2.32 億0.4%+20,530+3.3%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF4,009,275$2.29 億0.4%+325,423+8.8%加碼–
PNCPNC Financial Services Group, Inc.Stock1,221,335$2.28 億0.4%+5,607+0.5%加碼歷史
VICIVici Properties Inc.COM6,755,506$2.20 億0.4%−3,3440.0%減碼歷史
OKEONEOK IncCOM2,669,742$2.18 億0.4%+20,213+0.8%加碼歷史
ABBVAbbVie Inc.Stock1,166,664$2.17 億0.4%+142,700+13.9%加碼歷史
IQVIQVIA Holdings Inc.Stock1,333,665$2.10 億0.4%+1,354+0.1%加碼歷史
PANWPalo Alto Networks IncStock992,976$2.03 億0.4%+5,848+0.6%加碼歷史
IDXXIDEXX Laboratories IncCOM374,745$2.01 億0.4%+271,193+261.9%加碼歷史
CTASCintas CorpStock892,824$1.99 億0.4%−7,284−0.8%減碼歷史
MDLZMondelez International, Inc.Stock2,915,906$1.97 億0.4%+11,005+0.4%加碼歷史
BRK.BBerkshire Hathaway IncStock400,587$1.95 億0.3%−27,967−6.5%減碼歷史
PWRQuanta Services, Inc.COM512,999$1.94 億0.3%+118,640+30.1%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,371,709$1.92 億0.3%−56,739−1.7%減碼–
CMGChipotle Mexican Grill IncCOM3,396,540$1.91 億0.3%−41,476−1.2%減碼歷史
OTISOtis Worldwide CorpStock1,876,606$1.86 億0.3%−11,114−0.6%減碼歷史
MELIMercadolibre IncCOM67,588$1.77 億0.3%+873+1.3%加碼歷史
Vanguard Morningstar Value ETF922908744ETF993,221$1.76 億0.3%−7,085−0.7%減碼–
TRGPTarga Resources Corp.COM970,356$1.69 億0.3%+105,011+12.1%加碼歷史
SCHWSchwab Charles CorpStock1,839,392$1.68 億0.3%−18,329−1.0%減碼歷史
TMUST-Mobile US, Inc.Stock693,185$1.65 億0.3%−23,236−3.2%減碼歷史
ORLYO Reilly Automotive IncStock1,801,175$1.62 億0.3%+12,230+0.7%加碼依 15 比 1 拆股換算歷史
ARESAres Management CorpCL A COM STK931,779$1.61 億0.3%−77,250−7.7%減碼歷史
IAUiShares Gold TrustETF2,552,621$1.59 億0.3%−99,153−3.7%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY1,571,625$1.58 億0.3%−1,739,594−52.5%減碼–
BROBrown & Brown, Inc.Stock1,421,189$1.58 億0.3%+15,760+1.1%加碼歷史
OWLBlue Owl Capital Inc.COM CL A8,053,204$1.55 億0.3%+3,013,499+59.8%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH2,485,506$1.54 億0.3%+13,501+0.5%加碼歷史
BSXBoston Scientific CorpStock1,378,016$1.48 億0.3%+187,205+15.7%加碼歷史
CSGPCostar Group, Inc.COM1,836,295$1.48 億0.3%+9,292+0.5%加碼歷史
ZTSZoetis Inc.Stock926,854$1.45 億0.3%−5,511−0.6%減碼歷史

2025 年第 1 季之後清倉(278 檔)

2025 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 278 檔。

CIBC Private Wealth Group, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
BERYBerry Global Group, Inc.COM385,791$2,382 萬0.1%歷史
2023 ETF Series Trust88339Y102EAGLE CAPITAL SE412,587$1,038 萬<0.1%–
DFSDiscover Financial ServicesCOM23,443$347.4 萬<0.1%歷史
ACCDAccolade, Inc.COM102,598$72.0 萬<0.1%歷史
SLQTSelectQuote, Inc.COM178,454$58.7 萬<0.1%歷史
AVDLAvadel Pharmaceuticals PLCStock78,253$51.6 萬<0.1%歷史
MCBSMetroCity Bankshares, Inc.COM20,000$51.0 萬<0.1%歷史
CPFCentral Pacific Financial CorpCOM NEW15,000$36.1 萬<0.1%歷史
J P Morgan Exchange Traded F46654Q781EQUITY FOCUS ETF5,548$31.8 萬<0.1%–
IBCPIndependent Bank CorpCOM NEW10,000$28.6 萬<0.1%歷史
AESIAtlas Energy Solutions Inc.COM NEW19,111$24.7 萬<0.1%歷史
SPRYARS Pharmaceuticals, Inc.COM20,000$24.7 萬<0.1%歷史
ProShares Tr74349Y753SHOR S&P 500 NEW4,765$23.8 萬<0.1%–
DMDesktop Metal, Inc.COM CL A43,207$21.4 萬<0.1%歷史
Etfis Ser Tr I26923G822VIRTUS INFRCAP10,488$20.6 萬<0.1%–
ProShares Tr74349Y837SHORT QQQ4,000$18.2 萬<0.1%–
Victory Portfolios II92647N527CORE BD ETF3,661$17.1 萬<0.1%–
SPDR Index Shs FDS78463X152ST STR SP N AM2,662$12.5 萬<0.1%–
CVECenovus Energy Inc.COM9,909$10.6 萬<0.1%歷史
SCSSteelcase IncCL A10,770$10.5 萬<0.1%歷史
Barrick Gold Corp067901108COM5,267$9.24 萬<0.1%–
FCFranklin Covey CoCOM4,600$9.07 萬<0.1%歷史
OTEXOpen Text CorpCOM3,762$8.76 萬<0.1%歷史
VanEck ETF Trust92189H748CLO ETF1,625$8.40 萬<0.1%–
ALDXAldeyra Therapeutics, Inc.COM40,953$7.86 萬<0.1%歷史
SPDR Series Trust78464A755ST STR SP METAL1,600$7.80 萬<0.1%–
American Centy ETF Tr025072398MULTISECTOR1,665$7.09 萬<0.1%–
LAESSEALSQ CorpORD SHS30,000$6.96 萬<0.1%歷史
BECNQxo Building Products, Inc.COM540$6.57 萬<0.1%歷史
CORZWCore Scientific, Inc.*W EXP 01/23/20225,000$6.34 萬<0.1%歷史
JELDJELD-WEN Holding, Inc.COM11,668$5.96 萬<0.1%歷史
State Street SPDR NYSE Technology ETF78464A102ETF343$5.64 萬<0.1%–
CQPCheniere Energy Partners, L.P.COM UNIT1,000$5.59 萬<0.1%歷史
American Centy ETF Tr025072356REAL ESTATE ETF1,289$4.99 萬<0.1%–
XUnited States Steel CorpCOM1,110$4.89 萬<0.1%歷史
Xtrackers International Real Estate ETF233051846ETF2,096$3.97 萬<0.1%–
DNBDun & Bradstreet Holdings, Inc.COM4,680$3.93 萬<0.1%歷史
Direxion Shs ETF Tr25460G120DAILY S&P BIOTCH1,000$3.76 萬<0.1%–
IOSPInnospec Inc.COM450$3.75 萬<0.1%歷史
ELEVElevation Acquisition Group Inc.COM160,530$3.74 萬<0.1%歷史
Franklin Templeton ETF Tr35473P546SYSTMTC STYL PRE1,461$3.51 萬<0.1%–
STEWSRH Total Return Fund, Inc.COM2,200$3.45 萬<0.1%歷史
ENOVEnovis CORPCOM1,093$3.35 萬<0.1%歷史
SPDR Series Trust78464A144ST STR CORPO ETF1,136$3.21 萬<0.1%–
YETIYETI Holdings, Inc.COM1,158$3.14 萬<0.1%歷史
HIWHighwoods Properties, Inc.COM1,152$2.92 萬<0.1%歷史
iShares Tr46432F388MSCI USA VALUE305$2.85 萬<0.1%–
MIOPioneer Municipal High Income Opportunities Fund, Inc.COMMON STOCK2,500$2.84 萬<0.1%歷史
SOCSable Offshore Corp.COM SHS1,681$2.79 萬<0.1%歷史
Putnam ETF Trust746729300FOCUSED LAR CAP802$2.69 萬<0.1%–
OXLCOxford Lane Capital Corp.COM6,101$2.65 萬<0.1%歷史
ARIApollo Commercial Real Estate Finance, Inc.COM3,258$2.60 萬<0.1%歷史
ETNB89bio, Inc.COM5,000$2.42 萬<0.1%歷史
WLKWestlake CorpCOM287$2.38 萬<0.1%歷史
AMEDAmedisys IncCOM254$2.32 萬<0.1%歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE1,685$2.14 萬<0.1%–
Pgim ETF Tr69344A107PGIM ULTRA SH BD429$2.12 萬<0.1%–
KRCKilroy Realty CorpCOM722$2.04 萬<0.1%歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN1,305$2.03 萬<0.1%–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW335$2.00 萬<0.1%–
BOOTBoot Barn Holdings, Inc.COM215$1.98 萬<0.1%歷史
Exchange Listed FDS Tr30151E806SABA INT RATE1,000$1.95 萬<0.1%–
JWNNordstrom IncStock821$1.90 萬<0.1%歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA369$1.86 萬<0.1%–
EOSEaton Vance Enhanced Equity Income Fund IICOM1,000$1.85 萬<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY1,033$1.84 萬<0.1%歷史
LUNRIntuitive Machines, Inc.CLASS A COM2,500$1.81 萬<0.1%歷史
HPHelmerich & Payne, Inc.COM938$1.78 萬<0.1%歷史
OSCROscar Health, Inc.CL A1,500$1.76 萬<0.1%歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF360$1.74 萬<0.1%–
REYNReynolds Consumer Products Inc.COM721$1.61 萬<0.1%歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA321$1.59 萬<0.1%–
USAUU.S. Gold Corp.COM NEW2,000$1.58 萬<0.1%歷史
FLYWFlywire CorpCOM VTG1,800$1.56 萬<0.1%歷史
CIOCity Office REIT, Inc.COM3,300$1.53 萬<0.1%歷史
OPCHOption Care Health, Inc.COM NEW450$1.48 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT300$1.45 萬<0.1%–
OIAInvesco Municipal Income Opportunities TrustCOM2,562$1.45 萬<0.1%歷史
iShares Inc464286319EM MKTS DIV ETF598$1.43 萬<0.1%–
HUNHuntsman CORPCOM1,164$1.43 萬<0.1%歷史
ACREAres Commercial Real Estate CorpCOM3,927$1.41 萬<0.1%歷史
PYCRPaycor HCM, Inc.COM615$1.38 萬<0.1%歷史
BHVNBiohaven Ltd.COM814$1.35 萬<0.1%歷史
SESSES AI CorpCL A COM25,000$1.31 萬<0.1%歷史
PLTKPlaytika Holding Corp.COM2,879$1.31 萬<0.1%歷史
CAKECheesecake Factory IncCOM277$1.23 萬<0.1%歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW422$1.22 萬<0.1%–
ZVIAZevia PBCCL A5,555$1.21 萬<0.1%歷史
iShares Tr464287374NORTH AMERN NAT307$1.17 萬<0.1%–
EFCEllington Financial Inc.COM1,000$1.16 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U885FT VEST US EQT305$1.14 萬<0.1%–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT253$1.14 萬<0.1%–
First Tr Exchng Traded FD VI33740F599FT VEST US EQT291$1.13 萬<0.1%–
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT283$1.13 萬<0.1%–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT274$1.13 萬<0.1%–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT276$1.13 萬<0.1%–
First Tr Exchng Traded FD VI33740F862FT VEST US EQT269$1.12 萬<0.1%–
First Tr Exchng Traded FD VI33740F748FT VEST US EQT264$1.12 萬<0.1%–
First Tr Exchng Traded FD VI33740F722FT VEST US EQT243$1.12 萬<0.1%–
First Tr Exchng Traded FD VI33740U208FT VEST US EQT255$1.12 萬<0.1%–