CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- 最新申報
- 2026/8/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/3 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 147
- 較 2025 年第 2 季 +6
- 總值
- $6.89 億
- 較 2025 年第 2 季 +$6,047 萬 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 569,522 | $1.06 億 | 15.4% | +650.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 289,019 | $7,359 萬 | 10.7% | −1,052−0.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 135,607 | $3,297 萬 | 4.8% | +1,198+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 51,423 | $2,663 萬 | 3.9% | +981+1.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 110,289 | $2,422 萬 | 3.5% | +2,084+1.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 29,582 | $2,172 萬 | 3.2% | +2,908+10.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 46,097 | $1,574 萬 | 2.3% | +657+1.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 77,045 | $1,569 萬 | 2.3% | +7,631+11.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 140,015 | $1,510 萬 | 2.2% | +2,454+1.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 89,631 | $1,454 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 225,072 | $1,426 萬 | 2.1% | +3,059+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,436 | $1,151 萬 | 1.7% | +285+2.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,001 | $1,133 萬 | 1.6% | +52+0.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,419 | $1,106 萬 | 1.6% | +441+2.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 44,649 | $1,087 萬 | 1.6% | −1,098−2.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 34,299 | $1,082 萬 | 1.6% | +1,261+3.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 93,672 | $1,056 萬 | 1.5% | −31,601−25.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 15,687 | $892.3 萬 | 1.3% | +152+1.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 19,015 | $890.7 萬 | 1.3% | −993−5.0% | 減碼 | – |
| NFLXNetflix Inc | Stock | 7,037 | $843.7 萬 | 1.2% | +468+7.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 35,078 | $831.3 萬 | 1.2% | −8,103−18.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,225 | $819.5 萬 | 1.2% | +550+2.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 10,623 | $810.5 萬 | 1.2% | −687−6.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,506 | $775.5 萬 | 1.1% | +16,249+223.9% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 36,916 | $751.6 萬 | 1.1% | +156+0.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 45,229 | $731.8 萬 | 1.1% | −83−0.2% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,625 | $668.1 萬 | 1.0% | +2,105+18.3% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 18,370 | $636.1 萬 | 0.9% | +511+2.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 65,706 | $634.4 萬 | 0.9% | −4,020−5.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 57,184 | $589.3 萬 | 0.9% | +4,873+9.3% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 187,670 | $586.8 萬 | 0.9% | −276−0.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,346 | $584.0 萬 | 0.8% | +707+12.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 40,229 | $581.5 萬 | 0.8% | +1,969+5.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,408 | $565.1 萬 | 0.8% | +1,394+6.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 58,244 | $554.1 萬 | 0.8% | +1,034+1.8% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 82,590 | $545.6 萬 | 0.8% | +154+0.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 17,927 | $544.8 萬 | 0.8% | −1,603−8.2% | 減碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 161,772 | $544.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,394 | $514.0 萬 | 0.7% | +173+2.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,945 | $500.0 萬 | 0.7% | −1,642−14.2% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 34,327 | $446.1 萬 | 0.6% | +3,185+10.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 62,965 | $417.6 萬 | 0.6% | −6,028−8.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 18,447 | $358.8 萬 | 0.5% | +482+2.7% | 加碼 | – |
| CVXChevron Corp | Stock | 20,889 | $324.4 萬 | 0.5% | −576−2.7% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 188,858 | $324.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,975 | $316.6 萬 | 0.5% | +616+18.3% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 21,401 | $315.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,716 | $301.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 47,088 | $294.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 60,219 | $278.9 萬 | 0.4% | −2,873−4.6% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 7,222 | $263.9 萬 | 0.4% | +78+1.1% | 加碼 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 46,729 | $233.4 萬 | 0.3% | +3,853+9.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,845 | $231.2 萬 | 0.3% | −8−0.2% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 24,052 | $223.6 萬 | 0.3% | +1,456+6.4% | 加碼 | – |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 92,125 | $221.1 萬 | 0.3% | +8,326+9.9% | 加碼 | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 112,601 | $209.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 4,622 | $205.5 萬 | 0.3% | −2,324−33.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 12,828 | $203.9 萬 | 0.3% | +1,339+11.7% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 49,883 | $196.0 萬 | 0.3% | +4,939+11.0% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 4,482 | $185.7 萬 | 0.3% | −36−0.8% | 減碼 | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 35,657 | $178.4 萬 | 0.3% | −9,084−20.3% | 減碼 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 42,260 | $146.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 10,617 | $144.4 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,283 | $142.6 萬 | 0.2% | −1,241−11.8% | 減碼 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 8,447 | $140.9 萬 | 0.2% | −4,343−34.0% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,523 | $139.1 萬 | 0.2% | −76−0.7% | 減碼 | – |
| ENBEnbridge Inc | Stock | 26,264 | $132.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 18,022 | $131.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 12,854 | $120.0 萬 | 0.2% | 00.0% | 不變 | – |
| EQTEQT Corp | Stock | 22,049 | $120.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,858 | $114.8 萬 | 0.2% | −70−1.4% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,292 | $111.1 萬 | 0.2% | +3,292 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,046 | $110.3 萬 | 0.2% | +4,331+252.5% | 加碼 | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 20,449 | $106.2 萬 | 0.2% | +20,449 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 11,206 | $106.0 萬 | 0.2% | +763+7.3% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 6,302 | $105.6 萬 | 0.2% | −407−6.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,474 | $100.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 7,415 | $98.3 萬 | 0.1% | +7,415 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,818 | $96.3 萬 | 0.1% | +14,818 | 新進 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 6,750 | $95.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,630 | $86.9 萬 | 0.1% | −4,084−46.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,074 | $86.7 萬 | 0.1% | −12−0.4% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,931 | $82.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,330 | $78.9 萬 | 0.1% | −366−3.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,771 | $73.6 萬 | 0.1% | −1,687−16.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,737 | $69.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,022 | $68.4 萬 | 0.1% | −139−12.0% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 4,022 | $66.9 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 57,144 | $66.8 萬 | 0.1% | +6,183+12.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,943 | $66.2 萬 | 0.1% | −204−4.0% | 減碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 32,961 | $62.8 萬 | 0.1% | +32,961 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,415 | $62.0 萬 | 0.1% | −215−4.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,045 | $61.9 萬 | 0.1% | +1,167+14.8% | 加碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 10,060 | $59.1 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,041 | $57.6 萬 | 0.1% | +121+6.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,233 | $56.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PBProsperity Bancshares Inc | COM | 8,070 | $53.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,139 | $53.1 萬 | 0.1% | +24+0.3% | 加碼 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 4,122 | $52.2 萬 | 0.1% | 00.0% | 不變 | – |
| KMIKinder Morgan, Inc. | Stock | 18,285 | $51.8 萬 | 0.1% | −717−3.8% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 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 |
|---|---|---|---|---|---|
| CMGChipotle Mexican Grill Inc | COM | 92,282 | $518.2 萬 | 0.8% | 歷史 |
| TGTTarget Corp | Stock | 3,307 | $32.6 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 745 | $22.3 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,100 | $22.2 萬 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,456 | $20.0 萬 | <0.1% | 歷史 |