CJM Wealth Advisers, Ltd.
- SEC CIK
- 0001992748
- 最新申報
- 2026/7/17
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/9/15 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 53
- 較 2023 年第 1 季 −4
- 總值
- $1.97 億
- 較 2023 年第 1 季 +$2,130 萬 (+12.1%)
| 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 | 150,746 | $6,140 萬 | 31.2% | +27,154+22.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 111,542 | $2,917 萬 | 14.8% | −517−0.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 202,779 | $2,021 萬 | 10.3% | −9,066−4.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 99,830 | $1,419 萬 | 7.2% | −35,236−26.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,549 | $943.8 萬 | 4.8% | +24,341+2,015.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 60,987 | $654.1 萬 | 3.3% | −3,194−5.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 107,725 | $621.9 萬 | 3.2% | −23,879−18.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,832 | $574.0 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,457 | $452.9 萬 | 2.3% | +3,482+26.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 16,449 | $377.9 萬 | 1.9% | +1,329+8.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,110 | $351.3 萬 | 1.8% | −56−0.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,795 | $266.9 萬 | 1.4% | +212+0.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,437 | $255.3 萬 | 1.3% | −1,647−9.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,101 | $187.3 萬 | 1.0% | +10.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 11,185 | $176.5 萬 | 0.9% | +10.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,872 | $160.3 萬 | 0.8% | −145−1.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 10,565 | $160.3 萬 | 0.8% | +14+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,458 | $151.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,069 | $151.1 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,877 | $141.0 萬 | 0.7% | −2,847−14.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,584 | $118.8 萬 | 0.6% | −581−6.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,553 | $100.2 萬 | 0.5% | +20.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 6,410 | $77.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,946 | $77.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,157 | $76.9 萬 | 0.4% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 4,948 | $72.0 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,616 | $68.4 萬 | 0.3% | −285−15.0% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 8,555 | $67.0 萬 | 0.3% | −136−1.6% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,352 | $61.6 萬 | 0.3% | −316−18.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,637 | $60.2 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,700 | $59.3 萬 | 0.3% | −158−5.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,723 | $58.6 萬 | 0.3% | −1,257−25.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,138 | $55.4 萬 | 0.3% | +157+3.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,638 | $48.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,839 | $48.1 萬 | 0.2% | +355+23.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,814 | $45.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,411 | $43.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,367 | $33.3 萬 | 0.2% | +3+0.1% | 加碼 | – |
| LDOSLeidos Holdings, Inc. | COM | 3,674 | $32.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,674 | $31.8 萬 | 0.2% | −650−19.6% | 減碼 | 歷史 |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 13,100 | $31.2 萬 | 0.2% | +13,100 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 1,195 | $29.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 600 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 604 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,373 | $28.5 萬 | 0.1% | +1,418+35.9% | 加碼 | – |
| SAICScience Applications International Corp | COM | 2,354 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,424 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,074 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,020 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 810 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 864 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,534 | $22.6 萬 | 0.1% | −100−3.8% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 10,661 | $17.0 萬 | 0.1% | +10,661 | 新進 | 歷史 |
2023 年第 1 季之後清倉（6 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Health Care ETF92204A504 | ETF | 1,213 | $28.9 萬 | 0.2% | – |
| PFEPfizer Inc | Stock | 6,975 | $28.5 萬 | 0.2% | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 5,712 | $23.1 萬 | 0.1% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 548 | $22.4 萬 | 0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 1,835 | $21.4 萬 | 0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 3,635 | $20.3 萬 | 0.1% | 歷史 |