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 4 季 13F 持有人
CVS Health Corp 在 2023/12/31 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
- 2,265
- 較 2023 年第 3 季 +181 家
- 持有股數
- 10.2 億
- 較 2023 年第 3 季 +2,032 萬 (+2.0%)
- 總市值
- $804.5 億
- 較 2023 年第 3 季 +$105.9 億 (+15.2%)
- 新進機構
- 307
- 另有 665 家加碼
- 清倉機構
- 126
- 另有 1,096 家減碼
另有 37 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| New Insight Wealth Advisors | 5,666 | $44.7 萬 | 0.30% | +5,666 | 新進 |
| Sanders Morris Harris LLC | 5,547 | $44.7 萬 | 0.22% | −227−3.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,669 | $44.8 萬 | 0.18% | −865−13.2% | 減碼 |
| Parkside Financial Bank & Trust | 5,691 | $44.9 萬 | 0.08% | −96−1.7% | 減碼 |
| AlphaQ Advisors LLC | 5,694 | $45.0 萬 | 0.31% | +1,797+46.1% | 加碼 |
| Legacy Private Trust Co. | 5,718 | $45.1 萬 | 0.04% | −361−5.9% | 減碼 |
| Midwest Financial Group LLC | 5,725 | $45.2 萬 | 0.34% | −905−13.7% | 減碼 |
| Cassaday & Co Wealth Management LLC | 5,732 | $45.3 萬 | 0.02% | −442−7.2% | 減碼 |
| Silver Oak Securities, Inc | 5,734 | $45.3 萬 | 0.06% | +3,427+148.5% | 加碼 |
| Taylor Financial Group, Inc. | 5,750 | $45.4 萬 | 0.37% | +5,750 | 新進 |
| Wendell David Associates Inc | 5,764 | $45.5 萬 | 0.05% | −2,500−30.3% | 減碼 |
| First Western Trust Bank | 5,767 | $45.5 萬 | 0.02% | +5,767 | 新進 |
| Shepherd Financial Partners LLC | 5,775 | $45.6 萬 | 0.06% | +17+0.3% | 加碼 |
| Perkins Capital Management Inc | 5,793 | $45.7 萬 | 0.39% | +500+9.4% | 加碼 |
| McMahon Financial Advisors, LLC | 5,792 | $45.7 萬 | 0.13% | +5,792 | 新進 |
| Wescott Financial Advisory Group, LLC | 5,800 | $45.8 萬 | 0.06% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 5,809 | $45.9 萬 | 0.12% | +164+2.9% | 加碼 |
| Frisch Financial Group, Inc. | 5,807 | $45.9 萬 | 0.17% | −899−13.4% | 減碼 |
| Meridian Wealth Advisors, LLC | 5,820 | $46.0 萬 | 0.10% | −473−7.5% | 減碼 |
| Key Financial Inc | 5,861 | $46.3 萬 | 0.13% | 00.0% | 不變 |
| Bank Ozk | 5,869 | $46.3 萬 | 0.23% | −1,115−16.0% | 減碼 |
| JFS Wealth Advisors, LLC | 5,881 | $46.4 萬 | 0.04% | −393−6.3% | 減碼 |
| Penserra Capital Management LLC | 5,944 | $46.9 萬 | 0.01% | −1,249−17.4% | 減碼 |
| Hamilton Wealth, LLC | 5,945 | $46.9 萬 | 0.15% | +2,590+77.2% | 加碼 |
| Tranquility Partners, LLC | 5,962 | $47.1 萬 | 0.20% | −1,172−16.4% | 減碼 |
| Geller Advisors LLC | 5,987 | $47.3 萬 | 0.05% | −151−2.5% | 減碼 |
| Abbrea Capital, LLC | 5,994 | $47.3 萬 | 0.07% | −885−12.9% | 減碼 |
| Strategic Investment Advisors | 6,007 | $47.4 萬 | 0.07% | −418−6.5% | 減碼 |
| Strait & Sound Wealth Management LLC | 6,183 | $47.6 萬 | 0.30% | −612−9.0% | 減碼 |
| Quent Capital, LLC | 6,033 | $47.6 萬 | 0.06% | +47+0.8% | 加碼 |
| Nebula Research & Development LLC | 6,061 | $47.9 萬 | 0.14% | +6,061 | 新進 |
| RiverGlades Family Offices LLC | 6,200 | $47.9 萬 | 0.39% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 6,073 | $48.0 萬 | 0.08% | −380−5.9% | 減碼 |
| Qube Research & Technologies Ltd | 6,086 | $48.1 萬 | 0.00% | −8,726−58.9% | 減碼 |
| Apexium Financial, LP | 6,095 | $48.1 萬 | 0.03% | +2,038+50.2% | 加碼 |
| Proequities, Inc. | 6,101 | $48.2 萬 | 0.03% | −2,264−27.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,131 | $48.4 萬 | 0.06% | −559−8.4% | 減碼 |
| IMS Capital Management | 6,145 | $48.5 萬 | 0.24% | −3,610−37.0% | 減碼 |
| JNBA Financial Advisors | 6,149 | $48.5 萬 | 0.06% | −500−7.5% | 減碼 |
| Avestar Capital, LLC | 6,155 | $48.6 萬 | 0.06% | +29+0.5% | 加碼 |
| Norden Group LLC | 6,170 | $48.7 萬 | 0.08% | −673−9.8% | 減碼 |
| Tompkins Financial Corp | 6,193 | $48.9 萬 | 0.06% | +744+13.7% | 加碼 |
| Dixon Fnancial Services, Inc. | 6,195 | $48.9 萬 | 0.30% | +144+2.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 6,205 | $49.0 萬 | 0.01% | −121−1.9% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,227 | $49.2 萬 | 0.10% | +110+1.8% | 加碼 |
| Mitchell Sinkler & Starr | 6,229 | $49.2 萬 | 0.09% | +410+7.0% | 加碼 |
| Investment House LLC | 6,240 | $49.3 萬 | 0.03% | −8,722−58.3% | 減碼 |
| Partners in Financial Planning | 6,256 | $49.4 萬 | 0.12% | 00.0% | 不變 |
| Hollencrest Capital Management | 6,256 | $49.4 萬 | 0.05% | +675+12.1% | 加碼 |
| Blackston Financial Advisory Group, LLC | 6,263 | $49.5 萬 | 0.31% | +201+3.3% | 加碼 |
| Cutler Group LP | 6,292 | $49.6 萬 | 0.07% | +5,893+1,476.9% | 加碼 |
| Marino, Stram & Associates LLC | 6,316 | $49.9 萬 | 0.13% | −19−0.3% | 減碼 |
| Redwood Wealth Management Group, LLC | 6,328 | $50.0 萬 | 0.55% | −37−0.6% | 減碼 |
| CX Institutional | 6,332 | $50.0 萬 | 0.03% | +2,068+48.5% | 加碼 |
| Avantax Planning Partners, Inc. | 6,334 | $50.0 萬 | 0.02% | −1,858−22.7% | 減碼 |
| 3Chopt Investment Partners, LLC | 6,342 | $50.1 萬 | 0.18% | +6,342 | 新進 |
| Harbour Investments, Inc. | 6,376 | $50.3 萬 | 0.02% | −4,162−39.5% | 減碼 |
| Red Mountain Financial, LLC | 6,385 | $50.4 萬 | 0.78% | +6,385 | 新進 |
| Athena Investment Management | 6,387 | $50.4 萬 | 0.33% | −156−2.4% | 減碼 |
| Angeles Investment Advisors, LLC | 6,399 | $50.5 萬 | 0.03% | +121+1.9% | 加碼 |
| GAMMA Investing LLC | 6,836 | $50.8 萬 | 0.14% | +6,836 | 新進 |
| Grayhawk Investment Strategies Inc. | 6,444 | $50.9 萬 | 0.26% | +6,444 | 新進 |
| Money Concepts Capital Corp | 6,448 | $50.9 萬 | 0.05% | +42+0.7% | 加碼 |
| Larson Financial Group LLC | 6,452 | $50.9 萬 | 0.04% | +5,790+874.6% | 加碼 |
| Capstone Triton Financial Group, LLC | 6,456 | $51.0 萬 | 0.37% | −2,863−30.7% | 減碼 |
| WealthCare Investment Partners, LLC | 6,320 | $51.0 萬 | 0.28% | −546−8.0% | 減碼 |
| Breakwater Capital Group | 6,910 | $51.1 萬 | 0.14% | +157+2.3% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 6,506 | $51.4 萬 | 0.30% | +314+5.1% | 加碼 |
| Oder Investment Management, LLC | 6,525 | $51.5 萬 | 0.51% | −1,696−20.6% | 減碼 |
| FourThought Financial Partners, LLC | 6,546 | $51.7 萬 | 0.06% | +599+10.1% | 加碼 |
| Optiver Holding B.V. | 6,562 | $51.8 萬 | 0.02% | +6,562 | 新進 |
| Wela Strategies, Inc. | 6,581 | $52.0 萬 | 0.28% | +746+12.8% | 加碼 |
| Peoples Financial Services Corp. | 6,588 | $52.0 萬 | 0.23% | +110+1.7% | 加碼 |
| Retirement Guys Formula LLC | 6,593 | $52.1 萬 | 0.28% | −545−7.6% | 減碼 |
| OneAscent Financial Services LLC | 6,607 | $52.2 萬 | 0.06% | −511−7.2% | 減碼 |
| Campion Asset Management LLC | 6,620 | $52.3 萬 | 0.44% | −315−4.5% | 減碼 |
| Mission Wealth Management, LP | 6,625 | $52.3 萬 | 0.02% | +1,544+30.4% | 加碼 |
| Meridian Financial, LLC | 6,625 | $52.3 萬 | 0.41% | +20.0% | 加碼 |
| Smartleaf Asset Management LLC | 6,802 | $52.5 萬 | 0.14% | +6,802 | 新進 |
| Boston Financial Mangement LLC | 6,690 | $52.8 萬 | 0.02% | −207−3.0% | 減碼 |
| WMS Partners, LLC | 6,696 | $52.9 萬 | 0.04% | −1,107−14.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,701 | $52.9 萬 | 0.08% | +575+9.4% | 加碼 |
| Williams Financial, LLC | 6,707 | $53.0 萬 | 0.39% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 6,726 | $53.1 萬 | 0.10% | −124−1.8% | 減碼 |
| Seelaus Asset Management LLC | 6,730 | $53.1 萬 | 0.52% | −405−5.7% | 減碼 |
| Stevens Capital Management LP | 6,735 | $53.2 萬 | 0.13% | −15,042−69.1% | 減碼 |
| Skopos Labs, Inc. | 6,752 | $53.3 萬 | 0.25% | +6,752 | 新進 |
| Nvest Financial, LLC | 6,771 | $53.5 萬 | 0.42% | +6,771 | 新進 |
| LexAurum Advisors, LLC | 6,786 | $53.6 萬 | 0.14% | +599+9.7% | 加碼 |
| Castle Rock Wealth Management, LLC | 6,604 | $53.7 萬 | 0.16% | −683−9.4% | 減碼 |
| ELCO Management Co., LLC | 6,804 | $53.7 萬 | 0.35% | −1,310−16.1% | 減碼 |
| Congress Wealth Management LLC | 6,827 | $53.9 萬 | 0.01% | +3,806+126.0% | 加碼 |
| Stanley-Laman Group, Ltd. | 6,833 | $54.0 萬 | 0.08% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 6,862 | $54.2 萬 | 0.01% | −163,887−96.0% | 減碼 |
| GFS Advisors, LLC | 6,865 | $54.2 萬 | 0.08% | +1,600+30.4% | 加碼 |
| Altfest L J & Co Inc | 6,882 | $54.3 萬 | 0.08% | +6,882 | 新進 |
| CRA Financial Services, LLC | 6,890 | $54.4 萬 | 0.13% | −121−1.7% | 減碼 |
| Cora Capital Advisors LLC | 6,909 | $54.5 萬 | 0.32% | −449−6.1% | 減碼 |
| Etesian Wealth Advisors, Inc. | 6,915 | $54.6 萬 | 0.33% | −350−4.8% | 減碼 |
| Atlas Wealth LLC | 7,827 | $54.6 萬 | 0.30% | 00.0% | 不變 |