CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- 最新申報
- 2026/8/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/20 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 153
- 較 2022 年第 3 季 +1
- 總值
- $3.34 億
- 較 2022 年第 3 季 +$2,098 萬 (+6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,108 | $20.0 萬 | 0.1% | +2,108 | 新進 | – |
| WECWec Energy Group, Inc. | Stock | 2,245 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,079 | $21.4 萬 | 0.1% | −109−5.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 396 | $21.8 萬 | 0.1% | −45−10.2% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 687 | $22.8 萬 | 0.1% | +687 | 新進 | 歷史 |
| JAMFJamf Holding Corp. | COM | 10,775 | $23.0 萬 | 0.1% | −756−6.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 5,103 | $23.1 萬 | 0.1% | −32−0.6% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 803 | $23.4 萬 | 0.1% | +803 | 新進 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,850 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | COM | 606 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,686 | $25.8 萬 | 0.1% | +2,686 | 新進 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 22,293 | $26.2 萬 | 0.1% | +22,293 | 新進 | 歷史 |
| MMM3M Co | Stock | 2,201 | $26.4 萬 | 0.1% | −110−4.8% | 減碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 9,878 | $26.5 萬 | 0.1% | +9,878 | 新進 | 歷史 |
| HSYHershey Co | COM | 1,148 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,820 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,258 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| ULTAUlta Beauty, Inc. | Stock | 582 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 629 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DFSDiscover Financial Services | COM | 2,896 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FIPFTAI Infrastructure Inc. | COMMON STOCK | 97,045 | $28.6 萬 | 0.1% | +210.0% | 加碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 4,122 | $31.1 萬 | 0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 932 | $31.4 萬 | 0.1% | +932 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,807 | $31.6 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 9,899 | $32.8 萬 | 0.1% | +480+5.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 463 | $32.8 萬 | 0.1% | −409−46.9% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 6,707 | $33.8 萬 | 0.1% | −260−3.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,078 | $34.7 萬 | 0.1% | +4,078 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,465 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SMSM Energy Co | COM | 10,209 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 32,000 | $37.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,023 | $39.3 萬 | 0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 2,163 | $43.1 萬 | 0.1% | −67−3.0% | 減碼 | 歷史 |
| ETRNMidstream Co LLC | COM | 64,637 | $43.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,124 | $44.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 6,300 | $44.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 4,299 | $44.8 萬 | 0.1% | −442−9.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,749 | $44.9 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 17,097 | $45.2 萬 | 0.1% | −528−3.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,615 | $45.8 萬 | 0.1% | −397−4.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,182 | $45.9 萬 | 0.1% | +536+83.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,122 | $46.5 萬 | 0.1% | −73−2.3% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 15,045 | $46.6 萬 | 0.1% | +449+3.1% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,019 | $48.4 萬 | 0.1% | −475−19.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,004 | $48.5 萬 | 0.1% | 00.0% | 不變 | – |
| KMIKinder Morgan, Inc. | Stock | 26,863 | $48.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,328 | $49.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,783 | $51.0 萬 | 0.2% | 00.0% | 不變 | – |
| EOGEOG Resources Inc | Stock | 3,976 | $51.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,103 | $53.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXASExact Sciences Corp | COM | 11,443 | $56.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 2,012 | $57.1 萬 | 0.2% | 00.0% | 不變 | – |
| FANGDiamondback Energy, Inc. | Stock | 4,243 | $58.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRGPTarga Resources Corp. | COM | 7,929 | $58.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 12,204 | $59.8 萬 | 0.2% | −1,510−11.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,057 | $61.1 萬 | 0.2% | +338+5.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 33,714 | $62.1 萬 | 0.2% | −395−1.2% | 減碼 | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 52,594 | $63.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 3,328 | $63.4 萬 | 0.2% | +100+3.1% | 加碼 | 歷史 |
| HEPHolly Energy Partners LP | COM UT LTD PTN | 35,521 | $64.4 萬 | 0.2% | +35,521 | 新進 | 歷史 |
| DPZDominos Pizza Inc | COM | 1,872 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 14,201 | $65.9 萬 | 0.2% | −12,293−46.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,928 | $66.2 萬 | 0.2% | +169+9.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,490 | $67.6 萬 | 0.2% | −317−5.5% | 減碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 9,390 | $68.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 11,362 | $69.9 萬 | 0.2% | +107+1.0% | 加碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 21,391 | $70.2 萬 | 0.2% | +21,391 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,126 | $70.4 萬 | 0.2% | 00.0% | 不變 | – |
| HESMHess Midstream LP | CL A SHS | 25,299 | $75.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,988 | $76.0 萬 | 0.2% | −209−1.6% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 7,189 | $79.0 萬 | 0.2% | −220−3.0% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,541 | $79.4 萬 | 0.2% | −432−5.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,414 | $80.4 萬 | 0.2% | −7,687−27.4% | 減碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 21,531 | $82.1 萬 | 0.2% | −8,452−28.2% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,635 | $83.0 萬 | 0.2% | +19+0.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,197 | $84.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,410 | $89.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,366 | $92.9 萬 | 0.3% | −739−10.4% | 減碼 | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,375 | $95.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,198 | $107.6 萬 | 0.3% | −212−3.9% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 8,688 | $111.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,436 | $112.7 萬 | 0.3% | −379−4.8% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 8,128 | $115.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,916 | $119.8 萬 | 0.4% | +75+0.7% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 19,427 | $122.1 萬 | 0.4% | −615−3.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,173 | $123.1 萬 | 0.4% | −442−9.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,409 | $127.7 萬 | 0.4% | +199+9.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 5,498 | $131.7 萬 | 0.4% | −44−0.8% | 減碼 | 歷史 |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 67,593 | $132.0 萬 | 0.4% | +67,593 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 16,213 | $140.9 萬 | 0.4% | −2,015−11.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,799 | $142.5 萬 | 0.4% | +4,048+25.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,036 | $147.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 13,245 | $156.3 萬 | 0.5% | −1,286−8.9% | 減碼 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 31,223 | $156.8 萬 | 0.5% | +31,223 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 16,151 | $157.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 30,960 | $158.6 萬 | 0.5% | −1,117−3.5% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 35,613 | $161.0 萬 | 0.5% | −1,777−4.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,288 | $163.3 萬 | 0.5% | +1,129+27.1% | 加碼 | 歷史 |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 20,120 | $165.4 萬 | 0.5% | +78+0.4% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 25,888 | $170.2 萬 | 0.5% | 00.0% | 不變 | – |
2022 年第 3 季之後清倉（14 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RYRoyal Bank of Canada | Stock | 21,746 | $195.8 萬 | 0.6% | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 50,000 | $87.4 萬 | 0.3% | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 5,262 | $70.1 萬 | 0.2% | 歷史 |
| SIVBSVB Financial Group | COM | 1,426 | $47.9 萬 | 0.2% | 歷史 |
| SHOPShopify Inc. | Stock | 15,304 | $41.2 萬 | 0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 8,025 | $38.0 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 7,706 | $28.6 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | Stock | 3,460 | $27.9 萬 | 0.1% | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,075 | $22.9 萬 | 0.1% | 歷史 |
| GMGeneral Motors Co | COM | 6,704 | $21.5 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 2,525 | $21.1 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 776 | $20.0 萬 | 0.1% | 歷史 |
| KTFDWS Municipal Income Trust | COM | 12,197 | $10.1 萬 | <0.1% | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 23,019 | $2.60 萬 | <0.1% | 歷史 |