CJM Wealth Advisers, Ltd.
- SEC CIK
- 0001992748
- 最新申報
- 2026/7/17
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 69
- 較 2025 年第 1 季 +2
- 總值
- $3.00 億
- 較 2025 年第 1 季 +$1,729 萬 (+6.1%)
| 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 | 164,485 | $9,343 萬 | 31.1% | −6,514−3.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 92,608 | $5,109 萬 | 17.0% | −10,719−10.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 554,578 | $3,439 萬 | 11.4% | −12,223−2.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 205,381 | $2,245 萬 | 7.5% | +640+0.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 92,308 | $1,631 萬 | 5.4% | +1,165+1.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,097 | $733.4 萬 | 2.4% | −271−1.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,060 | $724.4 萬 | 2.4% | −638−3.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 46,339 | $499.5 萬 | 1.7% | +33+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 17,856 | $494.5 萬 | 1.6% | −237−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,723 | $445.7 萬 | 1.5% | −311−1.4% | 減碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 86,994 | $343.5 萬 | 1.1% | +47,506+120.3% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 11,490 | $338.7 萬 | 1.1% | +49+0.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 58,302 | $332.4 萬 | 1.1% | +1,551+2.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,614 | $273.4 萬 | 0.9% | −214−2.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,987 | $248.0 萬 | 0.8% | +68+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 11,238 | $219.1 萬 | 0.7% | −430−3.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,222 | $209.2 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,597 | $205.8 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,045 | $173.6 萬 | 0.6% | 00.0% | 不變 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 46,515 | $164.1 萬 | 0.5% | −875−1.8% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 10,089 | $160.7 萬 | 0.5% | +57+0.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,915 | $158.0 萬 | 0.5% | +15+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,480 | $142.2 萬 | 0.5% | −360−5.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,732 | $132.5 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,750 | $127.5 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,130 | $115.6 萬 | 0.4% | −9−0.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,889 | $112.7 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,057 | $107.5 萬 | 0.4% | −191−3.1% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,157 | $107.2 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 8,680 | $95.2 萬 | 0.3% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 13,648 | $94.7 萬 | 0.3% | +71+0.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,566 | $79.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,434 | $78.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,882 | $77.1 萬 | 0.3% | +345+7.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 24,506 | $70.9 萬 | 0.2% | +5,451+28.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 11,453 | $67.3 萬 | 0.2% | +14+0.1% | 加碼 | – |
| LDOSLeidos Holdings, Inc. | COM | 3,674 | $58.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,531 | $56.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,239 | $55.6 萬 | 0.2% | −224−3.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 707 | $55.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 600 | $53.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 837 | $51.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,306 | $50.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,082 | $47.1 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,202 | $46.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,754 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 900 | $45.0 萬 | 0.1% | −100−10.0% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,305 | $41.3 萬 | 0.1% | +2,349+59.4% | 加碼 | – |
| CVXChevron Corp | Stock | 2,863 | $41.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,274 | $35.9 萬 | 0.1% | +10.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,202 | $35.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,351 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 810 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 953 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,969 | $29.5 萬 | 0.1% | −5−0.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 6,712 | $29.0 萬 | 0.1% | +67+1.0% | 加碼 | 歷史 |
| CICigna Group | Stock | 864 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SAICScience Applications International Corp | COM | 2,354 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 546 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 403 | $25.0 萬 | 0.1% | −6−1.5% | 減碼 | – |
| DDominion Energy, Inc | Stock | 4,344 | $24.6 萬 | 0.1% | +27+0.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,977 | $24.5 萬 | 0.1% | +1,977 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 430 | $22.8 萬 | 0.1% | +430 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 264 | $20.8 萬 | 0.1% | +264 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,412 | $20.6 萬 | 0.1% | +1,412 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 534 | $20.5 萬 | 0.1% | +534 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,104 | $20.1 萬 | 0.1% | +1,104 | 新進 | 歷史 |
| MRTMarti Technologies, Inc. | SHS CL A | 35,000 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 15,081 | $8.45 萬 | <0.1% | +159+1.1% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 624 | $32.7 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 778 | $21.4 萬 | 0.1% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 546 | $20.2 萬 | 0.1% | – |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 13,100 | $12.5 萬 | <0.1% | 歷史 |