CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 149
- 較 2026 年第 1 季 +6
- 總值
- $7.83 億
- 較 2026 年第 1 季 +$1.16 億 (+17.4%)
| 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 | $5.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,148 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,396 | $20.5 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 1,708 | $20.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,156 | $20.6 萬 | <0.1% | +1,156 | 新進 | – |
| APOApollo Global Management, Inc. | COM | 1,745 | $20.6 萬 | <0.1% | +1,745 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 10,024 | $20.7 萬 | <0.1% | −3,418−25.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,450 | $20.8 萬 | <0.1% | +1,450 | 新進 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 1,137 | $20.8 萬 | <0.1% | +1,137 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 3,112 | $21.4 萬 | <0.1% | +3,112 | 新進 | – |
| BBarrick Mining Corp | Stock | 6,000 | $22.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,937 | $22.6 萬 | <0.1% | −672−25.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,000 | $23.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 3,020 | $23.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 9,862 | $23.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,248 | $23.9 萬 | <0.1% | −56−1.3% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,850 | $24.8 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 693 | $25.6 萬 | <0.1% | +7+1.0% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 2,197 | $25.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 4,739 | $25.9 萬 | <0.1% | −1,914−28.8% | 減碼 | – |
| DISWalt Disney Co | Stock | 2,736 | $26.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 5,657 | $26.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,900 | $27.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 307 | $29.5 萬 | <0.1% | −12−3.8% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,103 | $30.1 萬 | <0.1% | 00.0% | 不變 | – |
| ALLYAlly Financial Inc. | Stock | 6,655 | $30.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,100 | $32.3 萬 | <0.1% | +2,100 | 新進 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 1,963 | $32.7 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 3,202 | $32.7 萬 | <0.1% | −982−23.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,465 | $32.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 911 | $34.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUNGPulmonx Corp | COM | 264,039 | $34.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,153 | $34.6 萬 | <0.1% | 00.0% | 不變 | – |
| CRCLCircle Internet Group, Inc. | COM CL A | 5,899 | $36.9 萬 | <0.1% | −7,227−55.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 771 | $39.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,538 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 18,556 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,890 | $41.7 萬 | 0.1% | −343−15.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,083 | $41.7 萬 | 0.1% | −4,602−59.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 591 | $44.3 萬 | 0.1% | −92−13.5% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 13,937 | $44.6 萬 | 0.1% | −3,222−18.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 8,062 | $45.9 萬 | 0.1% | +434+5.7% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 14,144 | $47.1 萬 | 0.1% | −10,635−42.9% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,070 | $47.5 萬 | 0.1% | +785+9.5% | 加碼 | – |
| PBProsperity Bancshares Inc | COM | 6,571 | $48.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,337 | $48.0 萬 | 0.1% | −2,075−15.5% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 498 | $48.7 萬 | 0.1% | −45−8.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,496 | $50.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 3,317 | $51.8 萬 | 0.1% | −65−1.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,047 | $52.0 萬 | 0.1% | −406−16.6% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,118 | $52.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 4,122 | $52.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,577 | $53.1 萬 | 0.1% | 00.0% | 不變 | – |
| ASOAcademy Sports & Outdoors, Inc. | COM | 11,292 | $53.2 萬 | 0.1% | −19,723−63.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 20,810 | $57.0 萬 | 0.1% | −2,735−11.6% | 減碼依 5 比 1 拆股換算 | – |
| PGProcter & Gamble Co | Stock | 3,896 | $57.1 萬 | 0.1% | −4,759−55.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,041 | $57.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 4,313 | $60.4 萬 | 0.1% | −300−6.5% | 減碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 10,060 | $67.4 萬 | 0.1% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 57,144 | $69.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,839 | $71.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,905 | $72.2 萬 | 0.1% | −117−2.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,074 | $75.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 3,010 | $76.9 萬 | 0.1% | +3,010 | 新進 | 歷史 |
| QXOQXO, Inc. | COM NEW | 46,674 | $80.7 萬 | 0.1% | +1,615+3.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 8,348 | $86.8 萬 | 0.1% | −370−4.2% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,069 | $91.0 萬 | 0.1% | +9+0.2% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 421 | $95.7 萬 | 0.1% | +421 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 11,134 | $96.8 萬 | 0.1% | −6,888−38.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,071 | $103.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,045 | $106.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EQTEQT Corp | Stock | 21,904 | $116.5 萬 | 0.1% | −1,787−7.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,712 | $128.2 萬 | 0.2% | −51−1.1% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 26,264 | $142.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 6,750 | $146.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 3,426 | $148.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,902 | $149.9 萬 | 0.2% | −188−1.7% | 減碼 | – |
| VICRVicor Corp | COM | 3,988 | $151.5 萬 | 0.2% | +333+9.1% | 加碼 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 42,260 | $158.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 9,623 | $162.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,474 | $163.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRGPTarga Resources Corp. | COM | 6,166 | $165.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 19,045 | $197.8 萬 | 0.3% | +5,277+38.3% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 4,718 | $203.6 萬 | 0.3% | +1,772+60.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,007 | $210.6 萬 | 0.3% | +170+3.5% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 49,883 | $218.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 15,834 | $221.1 萬 | 0.3% | +4,245+36.6% | 加碼 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 8,447 | $228.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 23,352 | $240.1 萬 | 0.3% | −175−0.7% | 減碼 | – |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 92,125 | $243.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 46,729 | $263.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 47,088 | $272.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,745 | $276.2 萬 | 0.4% | −72−1.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 10,517 | $284.3 萬 | 0.4% | −5,206−33.1% | 減碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 10,629 | $289.1 萬 | 0.4% | +10,629 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 2,505 | $289.1 萬 | 0.4% | +2,505 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 31,623 | $290.2 萬 | 0.4% | −847−2.6% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 8,197 | $290.6 萬 | 0.4% | +8,197 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 17,557 | $291.0 萬 | 0.4% | +183+1.1% | 加碼 | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 121,072 | $302.3 萬 | 0.4% | +6,647+5.8% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| COINCoinbase Global, Inc. | COM CL A | 4,849 | $84.7 萬 | 0.1% | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 33,711 | $66.7 萬 | 0.1% | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 48,298 | $65.2 萬 | 0.1% | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 1,357 | $64.4 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,892 | $35.3 萬 | 0.1% | 歷史 |