CJM Wealth Advisers, Ltd.
- SEC CIK
- 0001992748
- 最新申報
- 2026/7/17
2022 年第 2 季持倉
持倉截至 2022/6/30，2023/9/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 55
- 較 2022 年第 1 季 −5
- 總值
- $1.44 億
- 較 2022 年第 1 季 −$222.4 萬 (−1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 103,496 | $3,590 萬 | 24.9% | +7,206+7.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 114,487 | $2,590 萬 | 18.0% | +32,889+40.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 192,371 | $1,778 萬 | 12.4% | +105,544+121.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 99,689 | $1,315 萬 | 9.1% | +42,048+72.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 76,737 | $657.2 萬 | 4.6% | −6,420−7.7% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,538 | $492.9 萬 | 3.4% | −7,234−24.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 17,130 | $467.7 萬 | 3.2% | −59−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 13,432 | $264.6 萬 | 1.8% | −7,208−34.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 18,405 | $251.6 萬 | 1.7% | +926+5.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,431 | $231.2 萬 | 1.6% | +5,891+61.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,358 | $164.1 萬 | 1.1% | −13,823−59.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 38,746 | $158.1 萬 | 1.1% | +9,421+32.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 10,531 | $151.4 萬 | 1.1% | +73+0.7% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 16,385 | $149.3 萬 | 1.0% | +471+3.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,446 | $135.5 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,657 | $129.7 萬 | 0.9% | +40+0.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,060 | $117.3 萬 | 0.8% | +1,050+13.1% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,968 | $115.5 萬 | 0.8% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 7,440 | $107.7 萬 | 0.7% | −997−11.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,091 | $105.1 萬 | 0.7% | +4+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,120 | $100.8 萬 | 0.7% | +20.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 440 | $96.2 萬 | 0.7% | +164+59.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,401 | $78.6 萬 | 0.5% | +61+0.8% | 加碼依 20 比 1 拆股換算 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,503 | $71.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,157 | $65.6 萬 | 0.5% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,032 | $63.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,472 | $61.6 萬 | 0.4% | +63+1.8% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 8,694 | $57.7 萬 | 0.4% | +272+3.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,804 | $53.7 萬 | 0.4% | +9+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,765 | $53.7 萬 | 0.4% | +898+23.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 204 | $44.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 9,701 | $44.3 萬 | 0.3% | +1,052+12.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,592 | $39.3 萬 | 0.3% | +77+5.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 7,289 | $38.2 萬 | 0.3% | +88+1.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,392 | $38.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 3,674 | $37.0 萬 | 0.3% | −149−3.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 690 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,219 | $34.2 萬 | 0.2% | +160+15.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 493 | $33.2 萬 | 0.2% | +28+6.0% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,376 | $32.4 萬 | 0.2% | −218−13.7% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,350 | $32.0 萬 | 0.2% | +2+0.1% | 加碼 | – |
| DISWalt Disney Co | Stock | 3,184 | $30.1 萬 | 0.2% | +50+1.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 3,682 | $29.4 萬 | 0.2% | +88+2.4% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,835 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,424 | $23.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| DREDuke Realty Corp | COM NEW | 4,230 | $23.2 萬 | 0.2% | +23+0.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,324 | $23.2 萬 | 0.2% | −385−10.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 864 | $22.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SAICScience Applications International Corp | COM | 2,354 | $21.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 4,375 | $21.5 萬 | 0.1% | +57+1.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,191 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,111 | $20.9 萬 | 0.1% | +127+3.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,047 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 544 | $20.5 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM | 30,465 | $7,683 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（5 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,304 | $35.6 萬 | 0.2% | 歷史 |
| KLACKLA Corp | COM NEW | 600 | $22.0 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 810 | $21.7 萬 | 0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,642 | $20.8 萬 | 0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 3,677 | $20.5 萬 | 0.1% | 歷史 |