CJM Wealth Advisers, Ltd.
- SEC CIK
- 0001992748
- 最新申報
- 2026/7/17
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 64
- 較 2024 年第 1 季 −2
- 總值
- $2.72 億
- 較 2024 年第 1 季 +$796.0 萬 (+3.0%)
| 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 | 167,091 | $8,376 萬 | 30.8% | +4,171+2.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 112,863 | $5,439 萬 | 20.0% | +4,543+4.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 557,165 | $3,230 萬 | 11.9% | +2720.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 194,321 | $2,057 萬 | 7.6% | +2,624+1.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 90,311 | $1,443 萬 | 5.3% | +1,875+2.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,511 | $644.3 萬 | 2.4% | −124−0.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,621 | $592.4 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 46,256 | $531.8 萬 | 2.0% | −4,521−8.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 16,783 | $416.7 萬 | 1.5% | −120−0.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 18,526 | $401.6 萬 | 1.5% | −20.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,551 | $284.6 萬 | 1.0% | −2,200−3.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,967 | $252.2 萬 | 0.9% | −965−6.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,756 | $217.2 萬 | 0.8% | −9−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 8,979 | $205.1 萬 | 0.8% | −31−0.3% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,859 | $188.3 萬 | 0.7% | −443−3.9% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,222 | $186.2 萬 | 0.7% | −150−1.4% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 10,497 | $170.8 萬 | 0.6% | −110−1.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,045 | $161.9 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 23,875 | $137.9 萬 | 0.5% | −9,945−29.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,978 | $137.6 萬 | 0.5% | +200+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,320 | $124.0 萬 | 0.5% | −186−2.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 6,550 | $120.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 32,471 | $101.9 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,129 | $99.2 萬 | 0.4% | +20.0% | 加碼 | – |
| VVisa Inc. | Stock | 3,685 | $97.0 萬 | 0.4% | −185−4.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,688 | $95.6 萬 | 0.4% | −1,252−14.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,157 | $94.1 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 4,112 | $84.5 萬 | 0.3% | −396−8.8% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 8,008 | $77.6 萬 | 0.3% | +6+0.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,054 | $74.2 萬 | 0.3% | −280−6.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,167 | $73.0 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,359 | $61.1 萬 | 0.2% | −352−4.6% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,566 | $60.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 3,674 | $53.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,182 | $51.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 600 | $49.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,431 | $48.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,075 | $45.0 萬 | 0.2% | −722−19.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,761 | $43.2 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 761 | $41.5 萬 | 0.2% | +101+15.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,199 | $39.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,418 | $36.5 萬 | 0.1% | +4+0.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 2,306 | $33.0 萬 | 0.1% | +88+4.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,433 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,198 | $29.9 萬 | 0.1% | −455−27.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,281 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 589 | $29.1 萬 | 0.1% | −15−2.5% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 6,068 | $28.3 萬 | 0.1% | +6,068 | 新進 | 歷史 |
| CICigna Group | Stock | 864 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 1,738 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 810 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SAICScience Applications International Corp | COM | 2,354 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 4,555 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,049 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 7,037 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,351 | $22.6 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 833 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 398 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 1,323 | $21.5 萬 | 0.1% | −228−14.7% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,433 | $21.3 萬 | 0.1% | −296−6.3% | 減碼 | 歷史 |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 13,100 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 546 | $20.6 萬 | 0.1% | +546 | 新進 | – |
| TAT&T Inc. | Stock | 10,261 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRTMarti Technologies, Inc. | SHS CL A | 35,000 | $5.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（4 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。