CM Wealth Advisors LLC
- SEC CIK
- 0001764581
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2023/5/9 申報。只含多頭部位。
- 持股檔數
- 72
- 2022 年第 1 季沒有申報
- 總值
- $1.63 億
- 2022 年第 1 季沒有申報
CM Wealth Advisors LLC 沒有申報 2022 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 100 ETF464287101 | ETF | 256,653 | $4,426 萬 | 27.1% | – | – | – |
| LECOLincoln Electric Holdings Inc | COM | 228,749 | $2,835 萬 | 17.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 54,385 | $1,894 萬 | 11.6% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 124,054 | $740.6 萬 | 4.5% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 50,098 | $682.1 萬 | 4.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,655 | $540.2 萬 | 3.3% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 9,549 | $457.0 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,547 | $270.9 萬 | 1.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,998 | $265.3 萬 | 1.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 26,079 | $241.0 萬 | 1.5% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 34,732 | $217.0 萬 | 1.3% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,041 | $215.3 萬 | 1.3% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 9,871 | $205.1 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,923 | $195.5 萬 | 1.2% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 24,130 | $174.7 萬 | 1.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 7,834 | $174.3 萬 | 1.1% | – | – | 歷史 |
| PKOHPark Ohio Holdings Corp | COM | 103,413 | $164.0 萬 | 1.0% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 9,785 | $113.8 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 494 | $108.1 萬 | 0.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 488 | $106.3 萬 | 0.7% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,692 | $92.3 萬 | 0.6% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,270 | $87.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 21,256 | $85.2 萬 | 0.5% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 3,629 | $82.5 萬 | 0.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 5,866 | $80.2 萬 | 0.5% | – | – | 歷史 |
| Invesco Developing Markets Fund CL R600143W859 | Com | 21,772 | $76.5 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,035 | $72.4 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,939 | $71.6 萬 | 0.4% | – | – | – |
| ABTAbbott Laboratories | Stock | 6,555 | $71.2 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 10,022 | $62.6 萬 | 0.4% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 9,284 | $61.6 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 4,075 | $59.0 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 15,556 | $58.2 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,647 | $56.9 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,603 | $55.2 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,082 | $54.7 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,181 | $53.8 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,377 | $52.8 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 952 | $51.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,805 | $48.9 萬 | 0.3% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,014 | $48.8 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,856 | $48.4 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,708 | $47.8 萬 | 0.3% | – | – | – |
| NWLNewell Brands Inc. | Stock | 23,700 | $45.1 萬 | 0.3% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 2,889 | $43.0 萬 | 0.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $40.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,880 | $40.9 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,023 | $39.9 萬 | 0.2% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,610 | $38.9 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,200 | $38.9 萬 | 0.2% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,467 | $32.8 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,632 | $32.1 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 10,800 | $31.4 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,866 | $29.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,439 | $27.1 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 2,012 | $26.7 萬 | 0.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,515 | $26.5 萬 | 0.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 629 | $26.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,711 | $25.6 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,257 | $25.4 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,800 | $24.1 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 500 | $24.0 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,676 | $23.8 萬 | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,683 | $23.8 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,060 | $21.9 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 688 | $21.7 萬 | 0.1% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,800 | $21.5 萬 | 0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 2,410 | $21.4 萬 | 0.1% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5,000 | $20.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,177 | $20.6 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 745 | $20.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,307 | $17.7 萬 | 0.1% | – | – | – |