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 3 季 13F 持有人
CVS Health Corp 在 2023/9/30 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
- 2,121
- 較 2023 年第 2 季 −62 家
- 持有股數
- 10.0 億
- 較 2023 年第 2 季 +408.7 萬 (+0.4%)
- 總市值
- $699.9 億
- 較 2023 年第 2 季 +$11.7 億 (+1.7%)
- 新進機構
- 109
- 另有 784 家加碼
- 清倉機構
- 171
- 另有 1,022 家減碼
另有 28 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Blackston Financial Advisory Group, LLC | 6,062 | $42.3 萬 | 0.29% | +1,201+24.7% | 加碼 |
| Legacy Private Trust Co. | 6,079 | $42.4 萬 | 0.04% | −8,279−57.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,117 | $42.7 萬 | 0.10% | +279+4.8% | 加碼 |
| Avestar Capital, LLC | 6,126 | $42.8 萬 | 0.07% | −87−1.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,126 | $42.8 萬 | 0.07% | −30−0.5% | 減碼 |
| Geller Advisors LLC | 6,138 | $42.9 萬 | 0.05% | −236−3.7% | 減碼 |
| Cassaday & Co Wealth Management LLC | 6,174 | $43.1 萬 | 0.02% | +725+13.3% | 加碼 |
| LexAurum Advisors, LLC | 6,187 | $43.2 萬 | 0.13% | −5−0.1% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 6,192 | $43.2 萬 | 0.27% | +854+16.0% | 加碼 |
| RiverGlades Family Offices LLC | 6,200 | $43.3 萬 | 0.38% | −400−6.1% | 減碼 |
| Orion Capital Management LLC | 6,214 | $43.4 萬 | 0.28% | −1,639−20.9% | 減碼 |
| Partners in Financial Planning | 6,256 | $43.7 萬 | 0.11% | +242+4.0% | 加碼 |
| JFS Wealth Advisors, LLC | 6,274 | $43.8 萬 | 0.04% | +609+10.8% | 加碼 |
| Angeles Investment Advisors, LLC | 6,278 | $43.8 萬 | 0.03% | −231−3.5% | 減碼 |
| Maven Securities LTD | 6,278 | $43.8 萬 | 0.05% | +6,278 | 新進 |
| DMG Group, LLC | 6,282 | $43.9 萬 | 0.44% | −1,200−16.0% | 減碼 |
| Meridian Wealth Advisors, LLC | 6,293 | $43.9 萬 | 0.11% | +8+0.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 6,326 | $44.2 萬 | 0.02% | −113,101−94.7% | 減碼 |
| Sentry LLC | 6,329 | $44.2 萬 | 0.09% | 00.0% | 不變 |
| Westhampton Capital, LLC | 6,330 | $44.2 萬 | 0.28% | −1,571−19.9% | 減碼 |
| Marino, Stram & Associates LLC | 6,335 | $44.2 萬 | 0.13% | +163+2.6% | 加碼 |
| Redwood Wealth Management Group, LLC | 6,365 | $44.4 萬 | 0.52% | −425−6.3% | 減碼 |
| Zhang Financial LLC | 6,377 | $44.5 萬 | 0.05% | −47−0.7% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 6,384 | $44.6 萬 | 0.15% | −200−3.0% | 減碼 |
| Vicus Capital | 6,385 | $44.6 萬 | 0.05% | +65+1.0% | 加碼 |
| AdvisorNet Financial, Inc | 6,395 | $44.7 萬 | 0.04% | −1,398−17.9% | 減碼 |
| Money Concepts Capital Corp | 6,406 | $44.7 萬 | 0.05% | +263+4.3% | 加碼 |
| Strategic Investment Advisors | 6,425 | $44.9 萬 | 0.07% | −16,412−71.9% | 減碼 |
| Institute for Wealth Management, LLC. | 6,453 | $45.1 萬 | 0.08% | −626−8.8% | 減碼 |
| Crumly & Associates Inc. | 6,459 | $45.1 萬 | 0.18% | −1,093−14.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 6,462 | $45.1 萬 | 0.05% | −370−5.4% | 減碼 |
| Archford Capital Strategies, LLC | 6,466 | $45.1 萬 | 0.09% | −156−2.4% | 減碼 |
| Machina Capital S.A.S. | 6,472 | $45.2 萬 | 0.25% | −3,515−35.2% | 減碼 |
| Peoples Financial Services Corp. | 6,478 | $45.2 萬 | 0.21% | −316−4.7% | 減碼 |
| Palisade Asset Management, LLC | 6,488 | $45.3 萬 | 0.06% | −2,037−23.9% | 減碼 |
| Financial Advocates Investment Management | 6,515 | $45.5 萬 | 0.03% | +110+1.7% | 加碼 |
| Comerica Securities,inc. | 6,516 | $45.5 萬 | 0.04% | −16,964−72.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 6,534 | $45.6 萬 | 0.21% | −1,825−21.8% | 減碼 |
| Athena Investment Management | 6,543 | $45.7 萬 | 0.33% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 6,546 | $45.7 萬 | 0.04% | −5,099−43.8% | 減碼 |
| Millennium Capital Advisors, LLC | 6,600 | $46.1 萬 | 0.39% | −1,600−19.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,614 | $46.2 萬 | 0.03% | +2,990+82.5% | 加碼 |
| Meridian Financial, LLC | 6,623 | $46.2 萬 | 0.43% | +30.0% | 加碼 |
| Midwest Financial Group LLC | 6,630 | $46.3 萬 | 0.39% | +530+8.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 6,637 | $46.3 萬 | 0.01% | −1,105−14.3% | 減碼 |
| Breakwater Capital Group | 6,753 | $46.4 萬 | 0.16% | +89+1.3% | 加碼 |
| JNBA Financial Advisors | 6,649 | $46.4 萬 | 0.06% | −18−0.3% | 減碼 |
| Lindbrook Capital, LLC | 6,662 | $46.5 萬 | 0.05% | +445+7.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,690 | $46.7 萬 | 0.06% | +644+10.7% | 加碼 |
| Am Investment Strategies LLC | 6,710 | $46.8 萬 | 0.15% | +3,540+111.7% | 加碼 |
| Frisch Financial Group, Inc. | 6,706 | $46.8 萬 | 0.19% | +6,706 | 新進 |
| Williams Financial, LLC | 6,707 | $46.8 萬 | 0.36% | −45−0.7% | 減碼 |
| Essex LLC | 6,708 | $46.8 萬 | 0.13% | −91−1.3% | 減碼 |
| Bristlecone Advisors, LLC | 6,743 | $47.1 萬 | 0.05% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 6,795 | $47.4 萬 | 0.41% | +3,132+85.5% | 加碼 |
| Stanley-Laman Group, Ltd. | 6,833 | $47.7 萬 | 0.08% | 00.0% | 不變 |
| Marcum Wealth, LLC | 6,835 | $47.7 萬 | 0.06% | −184−2.6% | 減碼 |
| Lloyd Advisory Services, LLC. | 6,843 | $47.8 萬 | 0.16% | +6,843 | 新進 |
| Norden Group LLC | 6,843 | $47.8 萬 | 0.16% | +6,843 | 新進 |
| Capital Planning Advisors, LLC | 6,850 | $47.8 萬 | 0.10% | −20,437−74.9% | 減碼 |
| WealthCare Investment Partners, LLC | 6,866 | $47.9 萬 | 0.29% | −746−9.8% | 減碼 |
| Innovis Asset Management LLC | 6,864 | $47.9 萬 | 0.18% | +6,864 | 新進 |
| Abbrea Capital, LLC | 6,879 | $48.0 萬 | 0.08% | −679−9.0% | 減碼 |
| Boston Financial Mangement LLC | 6,897 | $48.2 萬 | 0.02% | −6,439−48.3% | 減碼 |
| Baystate Wealth Management LLC | 6,898 | $48.2 萬 | 0.04% | +363+5.6% | 加碼 |
| Campion Asset Management LLC | 6,935 | $48.4 萬 | 0.45% | −15−0.2% | 減碼 |
| Hillsdale Investment Management Inc. | 6,940 | $48.5 萬 | 0.04% | +404+6.2% | 加碼 |
| Bank Ozk | 6,984 | $48.8 萬 | 0.27% | −9,290−57.1% | 減碼 |
| Bull Street Advisors, LLC | 6,988 | $48.8 萬 | 0.26% | +20+0.3% | 加碼 |
| Beta Wealth Group, Inc. | 7,002 | $48.9 萬 | 0.29% | +202+3.0% | 加碼 |
| CRA Financial Services, LLC | 7,011 | $49.0 萬 | 0.13% | +60+0.9% | 加碼 |
| Tilt Investment Management Holdings, PBC | 7,018 | $49.0 萬 | 0.35% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 7,109 | $49.6 萬 | 0.02% | +1,542+27.7% | 加碼 |
| OneAscent Financial Services LLC | 7,118 | $49.7 萬 | 0.13% | +7,118 | 新進 |
| Ruggaard & Associates LLC | 7,130 | $49.8 萬 | 0.30% | −1,244−14.9% | 減碼 |
| Tranquility Partners, LLC | 7,134 | $49.8 萬 | 0.21% | −300−4.0% | 減碼 |
| Seelaus Asset Management LLC | 7,135 | $49.8 萬 | 0.57% | −480−6.3% | 減碼 |
| Retirement Guys Formula LLC | 7,138 | $49.8 萬 | 0.35% | +172+2.5% | 加碼 |
| Penserra Capital Management LLC | 7,193 | $50.1 萬 | 0.01% | −1,109−13.4% | 減碼 |
| Cable Hill Partners, LLC | 7,179 | $50.1 萬 | 0.07% | −534−6.9% | 減碼 |
| First Nebraska Trust Co | 7,183 | $50.2 萬 | 0.06% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 7,198 | $50.3 萬 | 0.18% | −4,242−37.1% | 減碼 |
| First Foundation Advisors | 7,227 | $50.5 萬 | 0.02% | −4,521−38.5% | 減碼 |
| Charter Trust Co | 7,254 | $50.6 萬 | 0.04% | −30−0.4% | 減碼 |
| Etesian Wealth Advisors, Inc. | 7,265 | $50.7 萬 | 0.34% | −9−0.1% | 減碼 |
| Koshinski Asset Management, Inc. | 7,276 | $50.8 萬 | 0.06% | −1,401−16.1% | 減碼 |
| Castle Rock Wealth Management, LLC | 7,287 | $51.0 萬 | 0.17% | −1,715−19.1% | 減碼 |
| United Asset Strategies, Inc. | 7,325 | $51.1 萬 | 0.07% | +3,107+73.7% | 加碼 |
| Cora Capital Advisors LLC | 7,358 | $51.4 萬 | 0.34% | −572−7.2% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 7,401 | $51.7 萬 | 0.20% | −1,813−19.7% | 減碼 |
| Syon Capital LLC | 7,458 | $52.1 萬 | 0.06% | +7,458 | 新進 |
| Sentry Investment Management LLC | 7,466 | $52.1 萬 | 0.25% | −1,617−17.8% | 減碼 |
| Buckley Wealth Management, LLC | 7,470 | $52.2 萬 | 0.20% | −3,827−33.9% | 減碼 |
| Tempus Wealth Planning, LLC | 7,474 | $52.2 萬 | 0.26% | −724−8.8% | 減碼 |
| Lafayette Investments, Inc. | 7,500 | $52.4 萬 | 0.14% | −250−3.2% | 減碼 |
| Intellectus Partners, LLC | 7,557 | $52.8 萬 | 0.17% | +959+14.5% | 加碼 |
| Edgestream Partners, L.P. | 7,605 | $53.1 萬 | 0.04% | +4,169+121.3% | 加碼 |
| Insight Folios Inc | 7,655 | $53.4 萬 | 0.26% | +30.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,707 | $53.8 萬 | 0.04% | −22−0.3% | 減碼 |
| Hanson & Doremus Investment Management | 7,744 | $54.1 萬 | 0.11% | −18,798−70.8% | 減碼 |