CVS Health Corp
CVS- 交易所
- NYSE
- 產業
- Retail-Drug Stores and Proprietary Stores
- SEC CIK
- 0000064803
近 90 天,CVS Health Corp 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 2,074 家機構在 13F 申報持有,市值合計 $1,175 億;維京全球投資、費爾法克斯金融等 3 位大師持有。
2023 年第 1 季 13F 持有人
CVS Health Corp 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,276
- 較 2022 年第 4 季 −82 家
- 持有股數
- 10.1 億
- 較 2022 年第 4 季 −1,481 萬 (−1.4%)
- 總市值
- $742.3 億
- 較 2022 年第 4 季 −$212.7 億 (−22.3%)
- 新進機構
- 151
- 另有 989 家加碼
- 清倉機構
- 233
- 另有 942 家減碼
另有 54 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 CVS 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,074 | $1,175 億 |
| 2026 年第 1 季 | 1,881 | $793.5 億 |
| 2025 年第 4 季 | 1,950 | $898.2 億 |
| 2025 年第 3 季 | 1,838 | $824.7 億 |
| 2025 年第 2 季 | 1,760 | $756.0 億 |
| 2025 年第 1 季 | 1,755 | $733.0 億 |
| 2024 年第 4 季 | 1,674 | $470.7 億 |
| 2024 年第 3 季 | 1,848 | $639.4 億 |
| 2024 年第 2 季 | 1,918 | $606.1 億 |
| 2024 年第 1 季 | 2,184 | $800.6 億 |
| 2023 年第 4 季 | 2,265 | $804.5 億 |
| 2023 年第 3 季 | 2,121 | $699.9 億 |
| 2023 年第 2 季 | 2,211 | $689.3 億 |
| 2023 年第 1 季 | 2,276 | $742.3 億 |
| 2022 年第 4 季 | 2,412 | $957.5 億 |
| 2022 年第 3 季 | 2,331 | $989.1 億 |
| 2022 年第 2 季 | 2,312 | $955.5 億 |
| 2022 年第 1 季 | 2,368 | $1,043 億 |
| 2021 年第 4 季 | 2,346 | $1,063 億 |
| 2021 年第 3 季 | 2,077 | $864.8 億 |
| 2021 年第 2 季 | 2,068 | $850.1 億 |
| 2021 年第 1 季 | 2,034 | $749.0 億 |
2023 年第 1 季持有機構
每家機構持有 CVS Health Corp 的股數、市值與佔組合比重;股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,909 | $14.2 萬 | 0.02% | −1,820−48.8% | 減碼 |
| WR Wealth Planners, LLC | 1,914 | $14.2 萬 | 0.06% | +1,833+2,263.0% | 加碼 |
| KB Financial Partners, LLC | 1,943 | $14.4 萬 | 0.04% | −179−8.4% | 減碼 |
| Focused Wealth Management, Inc | 1,941 | $14.4 萬 | 0.03% | −72−3.6% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,951 | $14.5 萬 | 0.11% | +1,827+1,473.4% | 加碼 |
| Chilton Capital Management LLC | 1,985 | $14.8 萬 | 0.01% | +1,985 | 新進 |
| Veritas Investment Partners (UK) Ltd. | 2,050 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 124,742 | $15.4 萬 | 0.00% | −252,774−67.0% | 減碼 |
| Y.D. More Investments Ltd | 2,086 | $15.5 萬 | 0.04% | +560+36.7% | 加碼 |
| Washington Trust Advisors, Inc. | 2,092 | $15.5 萬 | 0.02% | −235−10.1% | 減碼 |
| Certified Advisory Corp | 2,109 | $15.7 萬 | 0.03% | +2,109 | 新進 |
| HHM Wealth Advisors, LLC | 2,162 | $16.1 萬 | 0.03% | −6−0.3% | 減碼 |
| Tradition Wealth Management, LLC | 2,212 | $16.4 萬 | 0.02% | +704+46.7% | 加碼 |
| Laurel Wealth Advisors LLC | 2,207 | $16.4 萬 | 0.03% | +2,003+981.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,213 | $16.4 萬 | 0.09% | +695+45.8% | 加碼 |
| Arlington Partners LLC | 2,228 | $16.6 萬 | 0.02% | +1,700+322.0% | 加碼 |
| Clean Yield Group | 2,245 | $16.7 萬 | 0.07% | −911−28.9% | 減碼 |
| Evermay Wealth Management LLC | 2,283 | $17.0 萬 | 0.03% | −356−13.5% | 減碼 |
| Mint Tower Capital Management B.V. | 2,288 | $17.0 萬 | 0.02% | −9,993−81.4% | 減碼 |
| Vigilant Capital Management, LLC | 2,291 | $17.0 萬 | 0.01% | +264+13.0% | 加碼 |
| MCF Advisors LLC | 2,292 | $17.0 萬 | 0.02% | −1,165−33.7% | 減碼 |
| Centennial Bank | 2,366 | $17.6 萬 | 0.11% | −65−2.7% | 減碼 |
| Hexagon Capital Partners LLC | 2,375 | $17.6 萬 | 0.05% | +281+13.4% | 加碼 |
| Northwest Investment Counselors, LLC | 2,390 | $17.8 萬 | 0.05% | −1,337−35.9% | 減碼 |
| Clear Investment Research, LLC | 2,442 | $18.1 萬 | 0.32% | +4+0.2% | 加碼 |
| State of Wyoming | 2,481 | $18.4 萬 | 0.06% | −2,514−50.3% | 減碼 |
| United Community Bank | 2,488 | $18.5 萬 | 0.17% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,491 | $18.5 萬 | 0.02% | −13−0.5% | 減碼 |
| Centerpoint Advisors, LLC | 2,513 | $18.7 萬 | 0.08% | +4+0.2% | 加碼 |
| Carmichael Hill & Associates, Inc. | 2,521 | $18.7 萬 | 0.10% | +10.0% | 加碼 |
| Laraway Financial Inc | 2,540 | $18.9 萬 | 0.19% | 00.0% | 不變 |
| Islay Capital Management, LLC | 2,547 | $18.9 萬 | 0.18% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 2,576 | $19.1 萬 | 0.05% | −741−22.3% | 減碼 |
| West Paces Advisors Inc. | 2,604 | $19.4 萬 | 0.06% | −51−1.9% | 減碼 |
| New England Capital Financial Advisors LLC | 2,620 | $19.5 萬 | 0.14% | +16+0.6% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,620 | $19.5 萬 | 0.20% | +2,620 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 2,697 | $20.0 萬 | 0.07% | −6−0.2% | 減碼 |
| New Jersey Better Educational Savings Trust | 2,700 | $20.1 萬 | 0.54% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 2,700 | $20.1 萬 | 0.04% | −300−10.0% | 減碼 |
| Bank of Nova Scotia Trust Co | 2,713 | $20.2 萬 | 0.02% | +485+21.8% | 加碼 |
| FOCUS Wealth Advisors, LLC | 2,713 | $20.2 萬 | 0.13% | +2,713 | 新進 |
| Amplius Wealth Advisors, LLC | 2,723 | $20.2 萬 | 0.03% | +38+1.4% | 加碼 |
| Drake & Associates, LLC | 2,724 | $20.2 萬 | 0.10% | −207−7.1% | 減碼 |
| Insight Advisors, LLC | 2,733 | $20.3 萬 | 0.05% | −3,318−54.8% | 減碼 |
| Heritage Financial Services, LLC | 2,734 | $20.3 萬 | 0.04% | −4,069−59.8% | 減碼 |
| Armstrong Advisory Group, Inc | 2,743 | $20.4 萬 | 0.02% | −212−7.2% | 減碼 |
| Chartwell Investment Partners, LLC | 2,772 | $20.6 萬 | 0.01% | +128+4.8% | 加碼 |
| Hyperion Partners, LLC | 2,788 | $20.7 萬 | 0.19% | +42+1.5% | 加碼 |
| MQS Management LLC | 2,789 | $20.7 萬 | 0.13% | −4,204−60.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,789 | $20.7 萬 | 0.08% | +554+24.8% | 加碼 |
| Mayfair Advisory Group, LLC | 2,785 | $20.8 萬 | 0.23% | +2,785 | 新進 |
| Main Street Financial Solutions, LLC | 2,806 | $20.9 萬 | 0.03% | +108+4.0% | 加碼 |
| Clear Street Markets LLC | 2,818 | $20.9 萬 | 0.06% | −12,610−81.7% | 減碼 |
| Pacific Sage Partners, LLC | 2,813 | $20.9 萬 | 0.07% | −257−8.4% | 減碼 |
| Family Firm, Inc. | 2,819 | $20.9 萬 | 0.06% | +16+0.6% | 加碼 |
| WFA Asset Management Corp | 2,822 | $21.0 萬 | 0.13% | −369−11.6% | 減碼 |
| Jeppson Wealth Management, LLC | 2,825 | $21.0 萬 | 0.09% | −50−1.7% | 減碼 |
| Wimmer Associates 1, LLC | 3,050 | $21.0 萬 | 0.13% | +50+1.7% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,828 | $21.0 萬 | 0.04% | +2,828 | 新進 |
| Wealth Advisory Solutions, LLC | 2,853 | $21.0 萬 | 0.06% | −86−2.9% | 減碼 |
| Sutton Wealth Advisors Inc. | 2,841 | $21.1 萬 | 0.11% | −1,463−34.0% | 減碼 |
| Clay Northam Wealth Management, LLC | 2,845 | $21.1 萬 | 0.22% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 2,847 | $21.2 萬 | 0.09% | +2,847 | 新進 |
| Holistic Financial Partners | 2,849 | $21.2 萬 | 0.17% | +221+8.4% | 加碼 |
| SignalPoint Asset Management, LLC | 2,849 | $21.2 萬 | 0.07% | −99−3.4% | 減碼 |
| Legacy Bridge, LLC | 2,865 | $21.3 萬 | 0.15% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 2,867 | $21.3 萬 | 0.00% | −221−7.2% | 減碼 |
| Green Square Capital Advisors LLC | 2,872 | $21.3 萬 | 0.03% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 2,881 | $21.4 萬 | 0.01% | −261−8.3% | 減碼 |
| Ellevest, Inc. | 2,884 | $21.4 萬 | 0.02% | +2,242+349.2% | 加碼 |
| FSM Wealth Advisors, LLC | 2,889 | $21.5 萬 | 0.12% | +174+6.4% | 加碼 |
| Kraft Asset Management, LLC | 2,889 | $21.5 萬 | 0.19% | +2,889 | 新進 |
| United Bank | 2,895 | $21.5 萬 | 0.03% | 00.0% | 不變 |
| Stone Point Wealth LLC | 2,900 | $21.5 萬 | 0.10% | −176−5.7% | 減碼 |
| Roundview Capital LLC | 2,929 | $21.8 萬 | 0.02% | −429−12.8% | 減碼 |
| Silvia McColl Wealth Management, LLC | 2,929 | $21.8 萬 | 0.22% | 00.0% | 不變 |
| Altfest L J & Co Inc | 2,937 | $21.8 萬 | 0.03% | −143−4.6% | 減碼 |
| Shulman DeMeo Asset Management LLC | 2,935 | $21.8 萬 | 0.07% | +10+0.3% | 加碼 |
| CNB Bank | 2,935 | $21.8 萬 | 0.13% | −194−6.2% | 減碼 |
| Bangor Savings Bank | 2,944 | $21.9 萬 | 0.03% | +137+4.9% | 加碼 |
| Almanack Investment Partners, LLC. | 2,948 | $21.9 萬 | 0.04% | +75+2.6% | 加碼 |
| Rathbone Brothers plc | 2,952 | $21.9 萬 | 0.00% | −100−3.3% | 減碼 |
| Somerset Trust Co | 2,956 | $22.0 萬 | 0.10% | +23+0.8% | 加碼 |
| Klingman & Associates, LLC | 2,956 | $22.0 萬 | 0.02% | −415−12.3% | 減碼 |
| Ofi Invest Asset Management | 16,348,572 | $22.0 萬 | 1.14% | +16,348,572 | 新進 |
| Truvestments Capital LLC | 2,975 | $22.1 萬 | 0.12% | −517−14.8% | 減碼 |
| Sound Income Strategies, LLC | 2,976 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 2,976 | $22.1 萬 | 0.13% | +34+1.2% | 加碼 |
| Indie Asset Partners, LLC | 2,977 | $22.1 萬 | 0.26% | −298−9.1% | 減碼 |
| Sustainable Insight Capital Management, LLC | 2,993 | $22.2 萬 | 0.22% | +700+30.5% | 加碼 |
| Acropolis Investment Management, LLC | 2,996 | $22.3 萬 | 0.02% | −50−1.6% | 減碼 |
| Agate Pass Investment Management, LLC | 2,999 | $22.3 萬 | 0.15% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 3,000 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 3,008 | $22.4 萬 | 0.04% | −171−5.4% | 減碼 |
| Cassia Capital Partners, LLC | 3,010 | $22.4 萬 | 0.18% | −31−1.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,024 | $22.5 萬 | 0.06% | +228+8.2% | 加碼 |
| Hengehold Capital Management LLC | 3,028 | $22.5 萬 | 0.03% | +10.0% | 加碼 |
| FirstPurpose Wealth LLC | 3,029 | $22.5 萬 | 0.11% | +142+4.9% | 加碼 |
| Pointe Capital Management LLC | 3,038 | $22.6 萬 | 0.16% | −615−16.8% | 減碼 |
| Semus Wealth Partners LLC | 3,047 | $22.6 萬 | 0.24% | +17+0.6% | 加碼 |