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Livermore
Livermore
中文EN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
最新申報
2026/2/12

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/11/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
3,086
較 2025 年第 2 季 +13
總值
$584.1 億
較 2025 年第 2 季 +$24.3 億 (+4.3%)
申報日
2025/11/24
SEC
CIBC Private Wealth Group, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock6,595,287$34.2 億5.8%−114,023−1.7%減碼歷史
AAPLApple Inc.Stock10,698,436$27.2 億4.7%−123,061−1.1%減碼歷史
AMZNAmazon Com IncStock10,571,204$23.2 億4.0%−64,093−0.6%減碼歷史
NVDANVIDIA CorpStock12,188,730$22.7 億3.9%−154,968−1.3%減碼歷史
GOOGLAlphabet Inc.Stock6,600,946$16.0 億2.7%−583,013−8.1%減碼歷史
JPMJPMorgan Chase & CoStock3,192,322$10.1 億1.7%−55,705−1.7%減碼歷史
METAMeta Platforms, Inc.Stock1,363,424$10.0 億1.7%+178,058+15.0%加碼歷史
VVisa Inc.Stock2,763,214$9.43 億1.6%−26,071−0.9%減碼歷史
AVGOBroadcom Inc.Stock2,521,836$8.32 億1.4%+747,273+42.1%加碼歷史
GOOGAlphabet Inc.Stock3,134,414$7.63 億1.3%−151,721−4.6%減碼歷史
RTXRTX CorpStock4,177,124$6.99 億1.2%−39,360−0.9%減碼歷史
BXBlackstone Inc.COM4,063,988$6.94 億1.2%−20,716−0.5%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR8,154,148$6.26 億1.1%−78,213−1.0%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM4,366,843$6.15 億1.1%+776,004+21.6%加碼歷史
NEENextera Energy IncStock7,585,666$5.73 億1.0%+141,081+1.9%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,850,065$5.43 億0.9%+183,203+11.0%加碼–
ABTAbbott LaboratoriesStock4,016,091$5.38 億0.9%−102,121−2.5%減碼歷史
Vanguard S&P 500 ETF922908363ETF822,690$5.04 億0.9%+44,801+5.8%加碼–
TELTE Connectivity plcStock2,094,807$4.60 億0.8%−266,077−11.3%減碼歷史
CMECME Group Inc.COM1,701,897$4.60 億0.8%−22,794−1.3%減碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP15,934,426$4.59 億0.8%+314,226+2.0%加碼歷史
XOMExxonMobil Holdings CorpCOM4,068,284$4.59 億0.8%−31,682−0.8%減碼歷史
HWMHowmet Aerospace Inc.Stock2,317,207$4.55 億0.8%−14,469−0.6%減碼歷史
QCOMQualcomm IncStock2,697,229$4.49 億0.8%−18,183−0.7%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF942,196$4.41 億0.8%+134,695+16.7%加碼–
SPGIS&P Global Inc.Stock905,469$4.41 億0.8%−8,313−0.9%減碼歷史
TJXTJX Companies IncStock2,991,066$4.32 億0.7%−40,821−1.3%減碼歷史
UNPUnion Pacific CorpStock1,795,510$4.24 億0.7%−9,410−0.5%減碼歷史
LLYEli Lilly & CoStock553,367$4.22 億0.7%−39,982−6.7%減碼歷史
TMOThermo Fisher Scientific Inc.Stock834,965$4.05 億0.7%+249,171+42.5%加碼歷史
DHRDanaher CorpStock2,029,727$4.02 億0.7%−70,694−3.4%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,376,441$4.00 億0.7%−28,270−1.2%減碼歷史
LINLinde PLCStock808,967$3.84 億0.7%−9,397−1.1%減碼歷史
LNGCheniere Energy, Inc.COM NEW1,599,480$3.76 億0.6%−16,646−1.0%減碼歷史
ASMLASML Holding NVADR371,092$3.59 億0.6%+75,245+25.4%加碼歷史
APHAmphenol CorpCL A2,896,146$3.58 億0.6%−28,492−1.0%減碼歷史
UNHUnitedHealth Group IncStock1,020,922$3.53 億0.6%−22,678−2.2%減碼歷史
HDHome Depot, Inc.Stock864,589$3.50 億0.6%−13,268−1.5%減碼歷史
ADPAutomatic Data Processing IncStock1,190,430$3.49 億0.6%+287,668+31.9%加碼歷史
MCDMcDonalds CorpStock1,127,903$3.43 億0.6%−12,640−1.1%減碼歷史
MNSTMonster Beverage CorpCOM5,036,540$3.39 億0.6%−67,047−1.3%減碼歷史
WDAYWorkday, Inc.CL A1,375,970$3.31 億0.6%−36,635−2.6%減碼歷史
SYKStryker CorpStock882,835$3.26 億0.6%−10,356−1.2%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,269,344$3.23 億0.6%+88,864+7.5%加碼–
PLDPrologis, Inc.REIT2,684,296$3.07 億0.5%−34,953−1.3%減碼歷史
BLKBlackRock, Inc.Stock261,678$3.05 億0.5%−3,240−1.2%減碼歷史
MLMMartin Marietta Materials IncCOM481,937$3.04 億0.5%−214,951−30.8%減碼歷史
MAMastercard IncStock533,583$3.04 億0.5%−6,082−1.1%減碼歷史
MDLZMondelez International, Inc.Stock4,765,388$2.98 億0.5%+1,849,482+63.4%加碼歷史
ROPRoper Technologies IncStock589,327$2.94 億0.5%−9,111−1.5%減碼歷史
EPDEnterprise Products Partners L.P.Stock9,276,999$2.90 億0.5%−82,632−0.9%減碼歷史
iShares Russell Midcap ETF464287499ETF2,960,600$2.86 億0.5%+15,285+0.5%加碼–
iShares Core S&P 500 ETF464287200ETF426,194$2.85 億0.5%+804+0.2%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF4,697,113$2.81 億0.5%+687,838+17.2%加碼–
JKHYJack Henry & Associates IncStock1,887,341$2.81 億0.5%−910.0%減碼歷史
NFLXNetflix IncStock230,909$2.77 億0.5%+3,313+1.5%加碼歷史
GEGeneral Electric CoStock909,698$2.74 億0.5%+1,921+0.2%加碼歷史
ABBVAbbVie Inc.Stock1,179,751$2.73 億0.5%+13,087+1.1%加碼歷史
AMTAmerican Tower CorpREIT1,419,295$2.73 億0.5%−28,255−2.0%減碼歷史
DISWalt Disney CoStock2,358,419$2.70 億0.5%−25,595−1.1%減碼歷史
CRMSalesforce, Inc.Stock1,130,741$2.68 億0.5%−767,880−40.4%減碼歷史
OTISOtis Worldwide CorpStock2,890,482$2.64 億0.5%+1,013,876+54.0%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN15,338,615$2.63 億0.5%+23,749+0.2%加碼歷史
FISVFiserv IncStock2,010,977$2.59 億0.4%−34,420−1.7%減碼歷史
CVXChevron CorpStock1,663,579$2.58 億0.4%−33,630−2.0%減碼歷史
IQVIQVIA Holdings Inc.Stock1,318,704$2.50 億0.4%−14,961−1.1%減碼歷史
ZTSZoetis Inc.Stock1,681,306$2.46 億0.4%+754,452+81.4%加碼歷史
ADIAnalog Devices IncStock990,237$2.43 億0.4%−15,840−1.6%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,206,754$2.42 億0.4%−14,581−1.2%減碼歷史
ETNEaton Corp plcStock647,067$2.42 億0.4%−2,439−0.4%減碼歷史
IDXXIDEXX Laboratories IncCOM370,539$2.37 億0.4%−4,206−1.1%減碼歷史
TDGTransDigm Group INCCOM174,683$2.30 億0.4%−28,905−14.2%減碼歷史
GEVGE Vernova Inc.Stock357,214$2.20 億0.4%+178,620+100.0%加碼歷史
VICIVici Properties Inc.COM6,649,710$2.17 億0.4%−105,796−1.6%減碼歷史
PWRQuanta Services, Inc.COM515,568$2.14 億0.4%+2,569+0.5%加碼歷史
ADBEAdobe Inc.Stock605,610$2.14 億0.4%−269,579−30.8%減碼歷史
ISRGIntuitive Surgical IncCOM NEW466,336$2.09 億0.4%−4,982−1.1%減碼歷史
FISFidelity National Information Services, Inc.Stock3,119,616$2.06 億0.4%−50,044−1.6%減碼歷史
BRK.BBerkshire Hathaway IncStock399,485$2.01 億0.3%−1,102−0.3%減碼歷史
PANWPalo Alto Networks IncStock979,731$1.99 億0.3%−13,245−1.3%減碼歷史
DXCMDexcom IncCOM2,907,801$1.96 億0.3%+2,294,709+374.3%加碼歷史
ORLYO Reilly Automotive IncStock1,795,044$1.94 億0.3%−6,131−0.3%減碼歷史
IAUiShares Gold TrustETF2,651,432$1.93 億0.3%+98,811+3.9%加碼歷史
PGRProgressive CorpStock767,549$1.90 億0.3%+731,207+2,012.0%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,228,749$1.84 億0.3%−142,960−4.2%減碼–
CTASCintas CorpStock886,708$1.82 億0.3%−6,116−0.7%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY1,806,261$1.82 億0.3%+234,636+14.9%加碼–
Vanguard Morningstar Value ETF922908744ETF952,759$1.78 億0.3%−40,462−4.1%減碼–
SCHWSchwab Charles CorpStock1,810,337$1.73 億0.3%−29,055−1.6%減碼歷史
OKEONEOK IncCOM2,354,725$1.72 億0.3%−315,017−11.8%減碼歷史
BNBROOKFIELD CorpCL A LTD VT SH2,490,688$1.71 億0.3%+5,182+0.2%加碼歷史
TRGPTarga Resources Corp.COM1,007,421$1.69 億0.3%+37,065+3.8%加碼歷史
OWLBlue Owl Capital Inc.COM CL A9,804,222$1.66 億0.3%+1,751,018+21.7%加碼歷史
Global X FDS37954Y673US INFR DEV ETF3,422,644$1.63 億0.3%+187,627+5.8%加碼–
ARESAres Management CorpCL A COM STK1,007,852$1.61 億0.3%+76,073+8.2%加碼歷史
TMUST-Mobile US, Inc.Stock668,629$1.60 億0.3%−24,556−3.5%減碼歷史
MELIMercadolibre IncCOM68,243$1.59 億0.3%+655+1.0%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR564,893$1.58 億0.3%−25,221−4.3%減碼歷史
iShares Russell 2000 ETF464287655ETF640,622$1.55 億0.3%+15,281+2.4%加碼–
CSGPCostar Group, Inc.COM1,823,106$1.54 億0.3%−13,189−0.7%減碼歷史

2025 年第 2 季之後清倉（281 檔）

2025 年第 2 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 281 檔。

CIBC Private Wealth Group, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
STRSitio Royalties Corp.CLASS A COM1,978,245$3,636 萬0.1%歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT31,482$170.1 萬<0.1%–
ANSSAnsys IncCOM3,554$124.8 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM62,032$71.2 萬<0.1%歷史
CHXChampionX CorpCOM23,927$59.4 萬<0.1%歷史
Managed Portfolio Series56167N753ECOFIN GBL WATER8,400$44.4 萬<0.1%–
SEZLSezzle Inc.COM1,722$30.9 萬<0.1%歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG3,736$29.6 萬<0.1%–
OLOOlo Inc.CL A22,875$20.4 萬<0.1%歷史
ETF Ser Solutions26922A321DISTILLATE US3,583$19.8 萬<0.1%–
IAFAbrdn Australia Equity Fund, Inc.COM41,462$18.5 萬<0.1%歷史
HESHess CorpStock1,228$17.0 萬<0.1%歷史
Schwab Strategic Tr808524649MUN BD ETF6,000$15.1 萬<0.1%–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL1,994$14.2 萬<0.1%–
Paramount Global92556H206CL B10,421$13.4 萬<0.1%–
Schwab Strategic Tr8085247221000 INDEX ETF3,700$11.0 萬<0.1%–
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS10,379$10.5 萬<0.1%歷史
NMAXNewsmax Inc.Stock6,883$10.4 萬<0.1%歷史
QMCOQuantum CorpCOM10,404$10.4 萬<0.1%歷史
NVEENV5 Global, Inc.COM4,433$10.2 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL1,950$9.93 萬<0.1%–
LMNRLimoneira COCOM6,000$9.39 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q118SMALL & MID CAP1,535$9.09 萬<0.1%–
USARUSA Rare Earth, Inc.Stock8,010$8.78 萬<0.1%歷史
ProShares Tr74347R404PSHS ULT MCAP4001,200$7.63 萬<0.1%–
VSTSVestis CorpCOM SHS13,030$7.47 萬<0.1%歷史
Advisors Inner Circle FD III00775Y645STRATEGAS MACRO2,070$7.13 萬<0.1%–
iShares Tr46436E33820+ YEAR TR BD2,839$6.58 萬<0.1%–
Global X FDS37960A859DOW 30 CO CA ETF2,822$6.12 萬<0.1%–
CRTOCriteo S.A.SPONS ADS2,470$5.92 萬<0.1%歷史
Global X FDS37954Y343GLBL X MLP ETF1,140$5.72 萬<0.1%–
2X Ether ETF92864M798ETF1,007$5.70 萬<0.1%–
JNPRJuniper Networks IncCOM1,338$5.34 萬<0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS1,510$5.20 萬<0.1%歷史
SPDR Series Trust78464A672ST INTER ETF1,789$5.15 萬<0.1%–
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH2,551$5.07 萬<0.1%–
ZIMZIM Integrated Shipping Services Ltd.SHS3,000$4.83 萬<0.1%歷史
RXSTRxSight, Inc.COM3,690$4.80 萬<0.1%歷史
BNY Mellon ETF Trust09661T404INTERNATIONL EQT532$4.58 萬<0.1%–
NMIHNMI Holdings, Inc.COM891$3.76 萬<0.1%歷史
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM1,894$3.75 萬<0.1%歷史
SSentinelOne, Inc.CL A2,000$3.66 萬<0.1%歷史
GEOGeo Group IncCOM1,520$3.64 萬<0.1%歷史
DCOMDime Commercial Bancshares, Inc.COM1,316$3.55 萬<0.1%歷史
AZEKAZEK Co Inc.CL A631$3.43 萬<0.1%歷史
MBWMMercantile Bank CorpCOM713$3.31 萬<0.1%歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF901$3.21 萬<0.1%–
GRNTGranite Ridge Resources, Inc.COM5,000$3.19 萬<0.1%歷史
MLGOMicroAlgo Inc.ORD SHS55,707$2.84 萬<0.1%歷史
First Tr Exchange-Traded FD336917109SHS669$2.80 萬<0.1%–
SMASmartStop Self Storage REIT, Inc.COMMON STOCK760$2.75 萬<0.1%歷史
FLFoot Locker, Inc.COM1,100$2.69 萬<0.1%歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM2,513$2.45 萬<0.1%歷史
VSXYVictoria's Secret & Co.COMMON STOCK1,321$2.45 萬<0.1%歷史
HAPNHappen, Inc.COM NEW2,000$2.41 萬<0.1%歷史
SPDR Ser Tr78468R655S&P KENSHO CLEAN401$2.38 萬<0.1%–
Alps ETF Tr00162Q726BARRONS 400 ETF300$2.31 萬<0.1%–
UNGUnited States Natural Gas Fund, LPETF1,500$2.29 萬<0.1%歷史
MTXMinerals Technologies IncCOM415$2.29 萬<0.1%歷史
Mag Silver Corp55903Q104COM1,050$2.22 萬<0.1%–
BINIBollinger Innovations, Inc.COM NEW49,321$2.13 萬<0.1%歷史
BBDCBarings BDC, Inc.COM2,300$2.10 萬<0.1%歷史
BRBRBellring Brands, Inc.Stock358$2.07 萬<0.1%歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK573$1.98 萬<0.1%–
SPDR Series Trust78468R556SP O&G EXPL PRO152$1.92 萬<0.1%–
BNY Mellon ETF Trust09661T107US LRG CP CORE150$1.78 萬<0.1%–
NXENexGen Energy Ltd.COM2,400$1.67 萬<0.1%歷史
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF674$1.57 萬<0.1%–
Profesionally Managed Portfo74316P645CONG SMID GR ETF495$1.54 萬<0.1%–
BHBBar Harbor BanksharesCOM500$1.50 萬<0.1%歷史
iShares Tr46434V639CUR HD EURZN ETF346$1.42 萬<0.1%–
PAYPaymentus Holdings, Inc.Stock403$1.32 萬<0.1%歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF495$1.28 萬<0.1%–
SKXSkechers USA IncCL A191$1.21 萬<0.1%歷史
ICUIIcu Medical IncCOM85$1.12 萬<0.1%歷史
AVXLAnavex Life Sciences Corp.COM NEW1,200$1.11 萬<0.1%歷史
Global X FDS37960A701SOLAR ETF1,216$1.07 萬<0.1%–
TDUPThredUp Inc.CL A1,400$1.05 萬<0.1%歷史
CWHCamping World Holdings, Inc.CL A600$1.03 萬<0.1%歷史
Zeekr Intelligent Technology98923K103SPON ADS400$1.02 萬<0.1%–
KVYOKlaviyo, Inc.COM SER A300$1.01 萬<0.1%歷史
iShares Tr46436E833IBONDS 28 TRM TS449$1.00 萬<0.1%–
Dimensional ETF Trust25434V625US COR EQU 1 ETF137$9,158<0.1%–
PCTTWPureCycle Technologies, Inc.*W EXP 01/28/2022,000$8,730<0.1%歷史
GMSGMS Inc.COM78$8,483<0.1%歷史
PLGPlatinum Group Metals LtdCOM5,493$8,404<0.1%歷史
Golden Ocean Group LtdG39637205SHS NEW1,000$7,320<0.1%–
Ea Series Trust02072L276CCM GLOBAL EQUIT240$7,022<0.1%–
SFDSmithfield Foods IncCOM296$6,965<0.1%歷史
SPWHSportsman's Warehouse Holdings, Inc.COM2,000$6,900<0.1%歷史
AMRAlpha Metallurgical Resources, Inc.COM60$6,749<0.1%歷史
KLGWK Kellogg CoCOM412$6,567<0.1%歷史
iShares Tr46436E346MSCI WTR MGMT MS188$6,354<0.1%–
ISOUIsoEnergy Ltd.FOREIGN CANADIAN875$6,248<0.1%歷史
INGMIngram Micro Holding CorpCOM293$6,106<0.1%歷史
NAVINavient CorpCOM430$6,063<0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B168$5,925<0.1%歷史
EUenCore Energy Corp.COM NEW2,000$5,720<0.1%歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD113$5,186<0.1%–
HCSGHealthcare Services Group IncCOM335$5,035<0.1%歷史