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 |
|---|---|---|---|---|---|---|---|
| FIPFTAI Infrastructure Inc. | COMMON STOCK | 12,241 | $5.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 5,657 | $20.1 萬 | <0.1% | −965−14.6% | 減碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 1,708 | $20.5 萬 | <0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 1,575 | $20.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 937 | $20.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,123 | $20.8 萬 | <0.1% | +2,123 | 新進 | 歷史 |
| HSYHershey Co | COM | 1,148 | $21.5 萬 | <0.1% | +1,148 | 新進 | 歷史 |
| SHELShell plc | ADR | 3,020 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 3,497 | $21.7 萬 | <0.1% | −490−12.3% | 減碼 | – |
| NKENIKE, Inc. | Stock | 3,127 | $21.8 萬 | <0.1% | −342−9.9% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,152 | $22.2 萬 | <0.1% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 1,302 | $22.2 萬 | <0.1% | +1,302 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 726 | $23.8 萬 | <0.1% | +2+0.3% | 加碼 | – |
| BBarrick Mining Corp | Stock | 7,500 | $24.6 萬 | <0.1% | +7,500 | 新進 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,850 | $24.8 萬 | <0.1% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 2,197 | $25.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 6,771 | $26.5 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 911 | $27.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 1,963 | $28.6 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,653 | $28.9 萬 | <0.1% | −15−0.2% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,199 | $29.0 萬 | <0.1% | 00.0% | 不變 | – |
| APOApollo Global Management, Inc. | COM | 2,213 | $29.5 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,500 | $29.5 萬 | <0.1% | +3,500 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,103 | $30.5 萬 | <0.1% | +4,103 | 新進 | – |
| DISWalt Disney Co | Stock | 2,732 | $31.3 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 19,051 | $32.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 13,547 | $34.5 萬 | 0.1% | −372−2.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,307 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 3,014 | $36.9 萬 | 0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 319 | $37.2 萬 | 0.1% | −32−9.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 13,442 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,693 | $38.3 萬 | 0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 771 | $38.5 萬 | 0.1% | −210−21.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 11,589 | $38.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,391 | $39.1 萬 | 0.1% | +322+30.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 3,863 | $39.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 7,628 | $39.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 543 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,577 | $42.5 萬 | 0.1% | 00.0% | 不變 | – |
| LUNGPulmonx Corp | COM | 264,039 | $42.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,465 | $43.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 3,080 | $43.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,285 | $43.9 萬 | 0.1% | +1,243+17.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 2,453 | $45.5 萬 | 0.1% | −83−3.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,426 | $45.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 52,614 | $46.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,170 | $50.2 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 |
| iShares Tr464287788 | U.S. FINLS ETF | 4,122 | $52.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,139 | $53.1 萬 | 0.1% | +24+0.3% | 加碼 | – |
| PBProsperity Bancshares Inc | COM | 8,070 | $53.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,233 | $56.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,041 | $57.6 萬 | 0.1% | +121+6.3% | 加碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 10,060 | $59.1 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 9,045 | $61.9 萬 | 0.1% | +1,167+14.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,415 | $62.0 萬 | 0.1% | −215−4.6% | 減碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 32,961 | $62.8 萬 | 0.1% | +32,961 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,943 | $66.2 萬 | 0.1% | −204−4.0% | 減碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 57,144 | $66.8 萬 | 0.1% | +6,183+12.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,022 | $66.9 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,022 | $68.4 萬 | 0.1% | −139−12.0% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 15,737 | $69.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,771 | $73.6 萬 | 0.1% | −1,687−16.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,330 | $78.9 萬 | 0.1% | −366−3.8% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,931 | $82.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 3,074 | $86.7 萬 | 0.1% | −12−0.4% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,630 | $86.9 萬 | 0.1% | −4,084−46.9% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 6,750 | $95.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,818 | $96.3 萬 | 0.1% | +14,818 | 新進 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 7,415 | $98.3 萬 | 0.1% | +7,415 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,474 | $100.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRGPTarga Resources Corp. | COM | 6,302 | $105.6 萬 | 0.2% | −407−6.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 11,206 | $106.0 萬 | 0.2% | +763+7.3% | 加碼 | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 20,449 | $106.2 萬 | 0.2% | +20,449 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,046 | $110.3 萬 | 0.2% | +4,331+252.5% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,292 | $111.1 萬 | 0.2% | +3,292 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,858 | $114.8 萬 | 0.2% | −70−1.4% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 22,049 | $120.0 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 | – |
| OKEONEOK Inc | COM | 18,022 | $131.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 26,264 | $132.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,523 | $139.1 萬 | 0.2% | −76−0.7% | 減碼 | – |
| FTAIFTAI Aviation Ltd. | SHS | 8,447 | $140.9 萬 | 0.2% | −4,343−34.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,283 | $142.6 萬 | 0.2% | −1,241−11.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 10,617 | $144.4 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 42,260 | $146.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 35,657 | $178.4 萬 | 0.3% | −9,084−20.3% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 4,482 | $185.7 萬 | 0.3% | −36−0.8% | 減碼 | 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 |
| MSMorgan Stanley | Stock | 12,828 | $203.9 萬 | 0.3% | +1,339+11.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,622 | $205.5 萬 | 0.3% | −2,324−33.5% | 減碼 | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 112,601 | $209.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 92,125 | $221.1 萬 | 0.3% | +8,326+9.9% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 24,052 | $223.6 萬 | 0.3% | +1,456+6.4% | 加碼 | – |
| CATCaterpillar Inc | Stock | 4,845 | $231.2 萬 | 0.3% | −8−0.2% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 46,729 | $233.4 萬 | 0.3% | +3,853+9.0% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 7,222 | $263.9 萬 | 0.4% | +78+1.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 60,219 | $278.9 萬 | 0.4% | −2,873−4.6% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 47,088 | $294.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,716 | $301.3 萬 | 0.4% | 00.0% | 不變 | 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 |