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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 4 季持倉

持倉截至 2025/12/31，2026/2/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
3,397
較 2025 年第 3 季 +311
總值
$591.6 億
較 2025 年第 3 季 +$7.48 億 (+1.3%)
申報日
2026/2/12
SEC
CIBC Private Wealth Group, LLC 在 2025 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 CorpStock6,533,586$31.6 億5.3%−61,701−0.9%減碼歷史
AAPLApple Inc.Stock10,564,205$28.7 億4.9%−134,231−1.3%減碼歷史
AMZNAmazon Com IncStock9,945,180$23.0 億3.9%−626,024−5.9%減碼歷史
NVDANVIDIA CorpStock12,103,232$22.6 億3.8%−85,498−0.7%減碼歷史
GOOGLAlphabet Inc.Stock6,443,532$20.2 億3.4%−157,414−2.4%減碼歷史
JPMJPMorgan Chase & CoStock3,155,380$10.2 億1.7%−36,942−1.2%減碼歷史
AVGOBroadcom Inc.Stock2,790,816$9.66 億1.6%+268,980+10.7%加碼歷史
METAMeta Platforms, Inc.Stock1,454,564$9.60 億1.6%+91,140+6.7%加碼歷史
VVisa Inc.Stock2,727,513$9.57 億1.6%−35,701−1.3%減碼歷史
GOOGAlphabet Inc.Stock3,004,241$9.43 億1.6%−130,173−4.2%減碼歷史
LLYEli Lilly & CoStock762,246$8.19 億1.4%+208,879+37.7%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR8,081,817$7.43 億1.3%−72,331−0.9%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM4,355,518$6.83 億1.2%−11,325−0.3%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF2,185,156$6.34 億1.1%+335,091+18.1%加碼–
BXBlackstone Inc.COM4,004,273$6.17 億1.0%−59,715−1.5%減碼歷史
RTXRTX CorpStock3,346,888$6.14 億1.0%−830,236−19.9%減碼歷史
NEENextera Energy IncStock7,537,722$6.05 億1.0%−47,944−0.6%減碼歷史
Vanguard S&P 500 ETF922908363ETF941,501$5.90 億1.0%+118,811+14.4%加碼–
iShares Russell 1000 Growth ETF464287614ETF1,190,695$5.64 億1.0%+248,499+26.4%加碼–
ABTAbbott LaboratoriesStock3,932,281$4.93 億0.8%−83,810−2.1%減碼歷史
XOMExxonMobil Holdings CorpCOM4,014,113$4.83 億0.8%−54,171−1.3%減碼歷史
TMOThermo Fisher Scientific Inc.Stock806,898$4.68 億0.8%−28,067−3.4%減碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP16,193,057$4.66 億0.8%+258,631+1.6%加碼歷史
DHRDanaher CorpStock2,034,341$4.66 億0.8%+4,614+0.2%加碼歷史
SPGIS&P Global Inc.Stock887,275$4.64 億0.8%−18,194−2.0%減碼歷史
HWMHowmet Aerospace Inc.Stock2,243,038$4.60 億0.8%−74,169−3.2%減碼歷史
CMECME Group Inc.COM1,674,637$4.57 億0.8%−27,260−1.6%減碼歷史
TJXTJX Companies IncStock2,958,602$4.54 億0.8%−32,464−1.1%減碼歷史
SPYSPDR S&P 500 ETF TrustETF644,146$4.39 億0.7%+417,135+183.8%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY4,141,877$4.16 億0.7%+2,335,616+129.3%加碼–
UNPUnion Pacific CorpStock1,769,776$4.09 億0.7%−25,734−1.4%減碼歷史
ASMLASML Holding NVADR373,119$3.99 億0.7%+2,027+0.5%加碼歷史
LINLinde PLCStock901,838$3.85 億0.7%+92,871+11.5%加碼歷史
APHAmphenol CorpCL A2,831,577$3.83 億0.6%−64,569−2.2%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,348,579$3.80 億0.6%−27,862−1.2%減碼歷史
MNSTMonster Beverage CorpCOM4,942,687$3.79 億0.6%−93,853−1.9%減碼歷史
TELTE Connectivity plcStock1,597,847$3.64 億0.6%−496,960−23.7%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,397,042$3.60 億0.6%+127,698+10.1%加碼–
JKHYJack Henry & Associates IncStock1,887,305$3.44 億0.6%−360.0%減碼歷史
MCDMcDonalds CorpStock1,114,425$3.41 億0.6%−13,478−1.2%減碼歷史
QCOMQualcomm IncStock1,968,164$3.37 億0.6%−729,065−27.0%減碼歷史
PLDPrologis, Inc.REIT2,626,891$3.35 億0.6%−57,405−2.1%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF5,308,961$3.32 億0.6%+611,848+13.0%加碼–
UNHUnitedHealth Group IncStock955,375$3.15 億0.5%−65,547−6.4%減碼歷史
iShares Russell Midcap ETF464287499ETF3,149,600$3.03 億0.5%+189,000+6.4%加碼–
INTUIntuit Inc.Stock457,562$3.03 億0.5%+407,375+811.7%加碼歷史
SYKStryker CorpStock853,873$3.00 億0.5%−28,962−3.3%減碼歷史
MAMastercard IncStock518,980$2.96 億0.5%−14,603−2.7%減碼歷史
ADPAutomatic Data Processing IncStock1,150,563$2.96 億0.5%−39,867−3.3%減碼歷史
MLMMartin Marietta Materials IncCOM475,138$2.96 億0.5%−6,799−1.4%減碼歷史
LNGCheniere Energy, Inc.COM NEW1,520,843$2.96 億0.5%−78,637−4.9%減碼歷史
iShares Core S&P 500 ETF464287200ETF430,620$2.95 億0.5%+4,426+1.0%加碼–
HDHome Depot, Inc.Stock854,449$2.94 億0.5%−10,140−1.2%減碼歷史
IQVIQVIA Holdings Inc.Stock1,299,272$2.93 億0.5%−19,432−1.5%減碼歷史
CRMSalesforce, Inc.Stock1,100,057$2.91 億0.5%−30,684−2.7%減碼歷史
EPDEnterprise Products Partners L.P.Stock8,977,239$2.88 億0.5%−299,760−3.2%減碼歷史
BLKBlackRock, Inc.Stock258,817$2.77 億0.5%−2,861−1.1%減碼歷史
GEGeneral Electric CoStock897,608$2.76 億0.5%−12,090−1.3%減碼歷史
ABBVAbbVie Inc.Stock1,168,845$2.67 億0.5%−10,906−0.9%減碼歷史
ADIAnalog Devices IncStock979,203$2.66 億0.4%−11,034−1.1%減碼歷史
DISWalt Disney CoStock2,317,095$2.64 億0.4%−41,324−1.8%減碼歷史
ISRGIntuitive Surgical IncCOM NEW459,184$2.60 億0.4%−7,152−1.5%減碼歷史
TDGTransDigm Group INCCOM191,421$2.55 億0.4%+16,738+9.6%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN15,366,720$2.53 億0.4%+28,105+0.2%加碼歷史
ROPRoper Technologies IncStock560,607$2.50 億0.4%−28,720−4.9%減碼歷史
OTISOtis Worldwide CorpStock2,850,031$2.49 億0.4%−40,451−1.4%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,191,022$2.49 億0.4%−15,732−1.3%減碼歷史
IDXXIDEXX Laboratories IncCOM362,871$2.45 億0.4%−7,668−2.1%減碼歷史
EXEExpand Energy CorpCOM2,063,440$2.28 億0.4%+806,453+64.2%加碼歷史
GEVGE Vernova Inc.Stock348,386$2.28 億0.4%−8,828−2.5%減碼歷史
MDLZMondelez International, Inc.Stock4,218,418$2.27 億0.4%−546,970−11.5%減碼歷史
IAUiShares Gold TrustETF2,735,976$2.22 億0.4%+84,544+3.2%加碼歷史
PWRQuanta Services, Inc.COM508,475$2.15 億0.4%−7,093−1.4%減碼歷史
DXCMDexcom IncCOM3,128,114$2.08 億0.4%+220,313+7.6%加碼歷史
iShares Tr464287622RUS 1000 ETF552,047$2.06 億0.3%+187,983+51.6%加碼–
ETNEaton Corp plcStock645,558$2.06 億0.3%−1,509−0.2%減碼歷史
AMTAmerican Tower CorpREIT1,166,450$2.05 億0.3%−252,845−17.8%減碼歷史
ADBEAdobe Inc.Stock566,316$1.98 億0.3%−39,294−6.5%減碼歷史
BRK.BBerkshire Hathaway IncStock394,127$1.98 億0.3%−5,358−1.3%減碼歷史
TMUST-Mobile US, Inc.Stock953,411$1.94 億0.3%+284,782+42.6%加碼歷史
FISFidelity National Information Services, Inc.Stock2,899,998$1.93 億0.3%−219,618−7.0%減碼歷史
ZTSZoetis Inc.Stock1,484,832$1.87 億0.3%−196,474−11.7%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock634,731$1.86 億0.3%+164,069+34.9%加碼歷史
Vanguard Morningstar Value ETF922908744ETF972,047$1.86 億0.3%+19,288+2.0%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF1,309,901$1.79 億0.3%+667,479+103.9%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR584,987$1.78 億0.3%+20,094+3.6%加碼歷史
SCHWSchwab Charles CorpStock1,770,342$1.77 億0.3%−39,995−2.2%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,079,471$1.76 億0.3%−149,278−4.6%減碼–
PANWPalo Alto Networks IncStock955,998$1.76 億0.3%−23,733−2.4%減碼歷史
Global X FDS37954Y673US INFR DEV ETF3,652,125$1.75 億0.3%+229,481+6.7%加碼–
BNBROOKFIELD CorpCL A LTD VT SH3,735,465$1.71 億0.3%+1,244,777+50.0%加碼歷史
iShares Russell 2000 ETF464287655ETF689,771$1.70 億0.3%+49,149+7.7%加碼–
NFLXNetflix IncStock1,806,902$1.69 億0.3%−502,188−21.7%減碼依 10 比 1 拆股換算歷史
VICIVici Properties Inc.COM5,901,406$1.66 億0.3%−748,304−11.3%減碼歷史
PHParker-Hannifin CorpStock185,791$1.63 億0.3%−3,264−1.7%減碼歷史
CTASCintas CorpStock849,177$1.60 億0.3%−37,531−4.2%減碼歷史
ORLYO Reilly Automotive IncStock1,733,821$1.58 億0.3%−61,223−3.4%減碼歷史
JNJJohnson & JohnsonStock762,539$1.58 億0.3%−5,772−0.8%減碼歷史
PGRProgressive CorpStock692,032$1.58 億0.3%−75,517−9.8%減碼歷史
CSCOCisco Systems, Inc.Stock2,030,814$1.56 億0.3%−62,776−3.0%減碼歷史

2025 年第 3 季之後清倉（185 檔）

2025 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 185 檔。

CIBC Private Wealth Group, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
CQPCheniere Energy Partners, L.P.COM UNIT135,703$730.4 萬<0.1%歷史
BKVBKV CorpCOM150,000$346.9 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW57,243$339.3 萬<0.1%歷史
LILAKLiberty Latin America Ltd.COM CL C259,778$219.3 萬<0.1%歷史
LNWOLight & Wonder, Inc.COM23,104$193.9 萬<0.1%歷史
KKellanovaStock13,488$110.6 萬<0.1%歷史
NHTCNatural Health Trends CorpCOM160,000$71.6 萬<0.1%歷史
DSGRDistribution Solutions Group, Inc.COM22,136$66.6 萬<0.1%歷史
iShares Tr46436E866IBONDS 25 TRM TS18,400$43.0 萬<0.1%–
IPSTIp Strategy Holdings, Inc.COM440,000$36.1 萬<0.1%歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF13,327$33.6 萬<0.1%–
IPGInterpublic Group of Companies, Inc.COM8,324$23.2 萬<0.1%歷史
Innovator ETFs Trust45782C722INTRNL DEV JULY6,264$20.5 萬<0.1%–
Innovator ETFs Trust45782C714EMRGNG MKT JULY7,028$20.3 萬<0.1%–
HTZWWHertz Global Holdings, IncCommon Stock53,253$19.7 萬<0.1%歷史
Fidelity Covington Trust316092857MSCI RL EST ETF5,000$13.9 萬<0.1%–
iShares Tr46435G524INTL DIV GRWTH1,425$11.4 萬<0.1%–
KBDCKayne Anderson BDC, Inc.COM SHS8,346$11.1 萬<0.1%歷史
Direxion Shs ETF Tr25490K596DALY HOM B&S BUL1,500$11.0 萬<0.1%–
AMRCAmeresco, Inc.CL A3,000$10.1 萬<0.1%歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF2,665$9.71 萬<0.1%–
FUTUFutu Holdings LtdSPON ADS CL A527$9.17 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB4,256$8.81 萬<0.1%–
Global X FDS37954Y459RUSSELL 20005,633$8.48 萬<0.1%–
FROFrontline plcCOM3,525$8.03 萬<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A1,817$7.01 萬<0.1%歷史
TBPHTheravance Biopharma, Inc.COM4,685$6.84 萬<0.1%歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,125$6.74 萬<0.1%–
COOPMaverick Merger Sub 2, LLCCOM309$6.51 萬<0.1%歷史
OISOil States International, IncCOM10,325$6.26 萬<0.1%歷史
WTTRSelect Water Solutions, Inc.CL A COM5,608$6.00 萬<0.1%歷史
CNACna Financial CorpCOM1,223$5.68 萬<0.1%歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW1,308$5.61 萬<0.1%歷史
BOKFBok Financial CorpCOM NEW491$5.47 萬<0.1%歷史
ZTRVirtus Total Return Fund Inc.COM8,315$5.36 萬<0.1%歷史
ALRSAlerus Financial CorpCOM2,358$5.22 萬<0.1%歷史
NVECNve CorpCOM NEW746$4.87 萬<0.1%歷史
WisdomTree Tr97717Y790US EFFIC CORE FD874$4.71 萬<0.1%–
MSBIMidland States Bancorp, Inc.COM2,675$4.58 萬<0.1%歷史
ProShares Tr74347B375LONG ONLINE SHRT749$4.50 萬<0.1%–
CAECae IncCOM1,413$4.19 萬<0.1%歷史
Yieldmax MSTR Option Income Strategy ETF88634T493ETF2,960$4.13 萬<0.1%–
VRNAVerona Pharma plcSPONSORED ADS375$4.00 萬<0.1%歷史
Neuberger Berman ETF Trust64135A705OPT STRATEGY ETF1,405$3.77 萬<0.1%–
Innovator ETFs Trust45782C391US EQTY BUFR MAR700$3.61 萬<0.1%–
MRCMRC Global Inc.COM2,500$3.60 萬<0.1%歷史
OTEXOpen Text CorpCOM872$3.26 萬<0.1%歷史
Amplify ETF Tr032108847CEF HIGH INCOME2,707$3.20 萬<0.1%–
FTFFranklin Ltd Duration Income TrustCOM5,016$3.20 萬<0.1%歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF100$3.19 萬<0.1%–
LAURLaureate Education, Inc.COMMON STOCK1,001$3.16 萬<0.1%歷史
First Tr Ftse Epra / Nareit33736N101COM780$3.08 萬<0.1%–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL773$2.88 萬<0.1%–
Principal Exchange Traded FD74255Y888SPECTRUM PFD1,500$2.87 萬<0.1%–
MPTIM-tron Industries, Inc.COM500$2.77 萬<0.1%歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK1,000$2.76 萬<0.1%歷史
IMAXImax CorpCOM834$2.73 萬<0.1%歷史
CNTYCentury Casinos IncCOM10,000$2.61 萬<0.1%歷史
CWBCCommunity West BancsharesCOM1,200$2.50 萬<0.1%歷史
Aris Water Solutions, Inc.04041L106CLASS A COM949$2.34 萬<0.1%–
GAUZGauzy Ltd.SHS3,470$2.20 萬<0.1%歷史
BWINBaldwin Insurance Group, Inc.COM CL A728$2.05 萬<0.1%歷史
EVVEaton Vance Ltd Duration Income FundCOM2,000$2.03 萬<0.1%歷史
Schwab Strategic Tr808524631HIGH YIELD BD ET758$2.03 萬<0.1%–
TUTelus CorpCOM1,250$1.97 萬<0.1%歷史
DKLDelek Logistics Partners, LPCOM UNT RP INT425$1.94 萬<0.1%歷史
UWMCUWM Holdings CorpCOM CL A3,101$1.89 萬<0.1%歷史
DVLTDatavault AI Inc.COM SHS16,000$1.74 萬<0.1%歷史
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE416$1.62 萬<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH427$1.58 萬<0.1%–
Subversive Congressional Democrats Trading ETF886364199ETF344$1.54 萬<0.1%–
ProShares Tr74347R693PSHS ULTRA TECH160$1.48 萬<0.1%–
BMEBlackRock Health Sciences TrustCOM391$1.45 萬<0.1%歷史
Invesco Exchange Traded FD T46137V407INVESCO MSCI300$1.43 萬<0.1%–
DGPDeutsche Bank AktiengesellschaftDB GOLD DBL LNG100$1.33 萬<0.1%歷史
Flexshares Tr33939L688STOX GLB INDEX65$1.28 萬<0.1%–
Janus Detroit STR Tr47103U746HEND SECU IN ETF244$1.28 萬<0.1%–
HAFNHafnia LtdCOMMON STOCK2,123$1.27 萬<0.1%歷史
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY653$1.26 萬<0.1%–
FOLDAmicus Therapeutics, Inc.COM1,505$1.19 萬<0.1%歷史
iShares Tr46429B614MSCI INDIA SM CP162$1.16 萬<0.1%–
NOAHNoah Holdings LtdSPON ADS1,000$1.16 萬<0.1%歷史
ALEAllete IncCOM NEW172$1.14 萬<0.1%歷史
TECKTeck Resources LtdCL B259$1.14 萬<0.1%歷史
BDSXBiodesix IncCOM1,466$1.11 萬<0.1%歷史
LUCKLucky Strike Entertainment CorpCL A COM1,000$1.02 萬<0.1%歷史
Simplify Exchange Traded Fun82889N525MBS ETF192$9,667<0.1%–
CCCCCC Intelligent Solutions Holdings Inc.COM1,037$9,447<0.1%歷史
Graniteshares ETF Tr38747R306HIPS US HIGH INC800$9,432<0.1%–
VYGRVoyager Therapeutics, Inc.COM2,000$9,340<0.1%歷史
iShares Tr46434V464LOW CA OP MS ETF41$9,302<0.1%–
CMBTCmb.tech NVSHS950$8,921<0.1%歷史
VIVKVivakor, Inc.COM NEW20,000$8,402<0.1%歷史
UTIUniversal Technical Institute IncCOM252$8,203<0.1%歷史
LUNGPulmonx CorpCOM5,000$8,100<0.1%歷史
ZIMVZimVie Inc.Stock425$8,049<0.1%歷史
INFAInformatica Inc.COM CL A321$7,974<0.1%歷史
Simplify Exchange Traded Fun82889N863VOLATILITY PREM382$6,876<0.1%–
Schwab Strategic Tr808524615MORTGAGE BACKED260$6,685<0.1%–
SONDSonder Holdings Inc.CL A NEW5,000$6,350<0.1%歷史