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。
2024 年第 2 季 13F 持有人
CVS Health Corp 在 2024/6/30 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
- 1,918
- 較 2024 年第 1 季 −238 家
- 持有股數
- 10.3 億
- 較 2024 年第 1 季 +2,236 萬 (+2.2%)
- 總市值
- $606.1 億
- 較 2024 年第 1 季 −$192.1 億 (−24.1%)
- 新進機構
- 132
- 另有 573 家加碼
- 清倉機構
- 370
- 另有 1,046 家減碼
另有 28 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Campion Asset Management LLC | 4,176 | $24.7 萬 | 0.19% | −1,732−29.3% | 減碼 |
| Willner & Heller, LLC | 4,187 | $24.7 萬 | 0.24% | −112−2.6% | 減碼 |
| Fulcrum Equity Management | 4,188 | $24.7 萬 | 0.22% | +836+24.9% | 加碼 |
| H&H Retirement Design & Management INC | 4,246 | $24.8 萬 | 0.15% | −11−0.3% | 減碼 |
| Helen Stephens Group, LLC | 4,198 | $24.8 萬 | 0.09% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 4,198 | $24.8 萬 | 0.01% | −1,800−30.0% | 減碼 |
| Powers Advisory Group, LLC | 4,238 | $25.0 萬 | 0.14% | +98+2.4% | 加碼 |
| Red Mountain Financial, LLC | 4,250 | $25.1 萬 | 0.30% | +4,250 | 新進 |
| Ballast Advisors LLC | 4,268 | $25.2 萬 | 0.08% | +20.0% | 加碼 |
| Luken Investment Analytics, LLC | 4,274 | $25.2 萬 | 0.13% | 00.0% | 不變 |
| Clark Financial Services Group Inc | 4,286 | $25.3 萬 | 0.27% | +66+1.6% | 加碼 |
| Argonautica Private Wealth Management, Inc | 4,284 | $25.3 萬 | 0.09% | 00.0% | 不變 |
| Csenge Advisory Group | 4,293 | $25.4 萬 | 0.01% | −538−11.1% | 減碼 |
| Sargent Investment Group, LLC | 4,303 | $25.4 萬 | 0.05% | −740−14.7% | 減碼 |
| Tempus Wealth Planning, LLC | 4,317 | $25.5 萬 | 0.11% | +1,534+55.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,326 | $25.5 萬 | 0.08% | +562+14.9% | 加碼 |
| Sterling Wealth Management, Inc. | 4,356 | $25.7 萬 | 0.12% | −254−5.5% | 減碼 |
| Avantax Planning Partners, Inc. | 4,366 | $25.8 萬 | 0.01% | −485−10.0% | 減碼 |
| Petra Financial Advisors Inc | 4,381 | $25.9 萬 | 0.19% | −201−4.4% | 減碼 |
| Verity Asset Management, Inc. | 4,397 | $26.0 萬 | 0.10% | −3,375−43.4% | 減碼 |
| Eqis Capital Management, Inc. | 4,398 | $26.0 萬 | 0.02% | −245−5.3% | 減碼 |
| Wetzel Investment Advisors, Inc. | 3,257 | $26.0 萬 | 0.15% | +37+1.1% | 加碼 |
| Fox Run Management, L.L.C. | 4,407 | $26.0 萬 | 0.05% | +638+16.9% | 加碼 |
| JFS Wealth Advisors, LLC | 4,409 | $26.0 萬 | 0.02% | −342−7.2% | 減碼 |
| Forum Private Client Group LLC | 4,414 | $26.1 萬 | 0.12% | +61+1.4% | 加碼 |
| Wendell David Associates Inc | 4,423 | $26.1 萬 | 0.03% | −985−18.2% | 減碼 |
| RFP Financial Group LLC | 4,423 | $26.1 萬 | 0.10% | −97−2.1% | 減碼 |
| Zacks Investment Management | 4,443 | $26.2 萬 | 0.00% | −3,662−45.2% | 減碼 |
| ICW Investment Advisors LLC | 4,449 | $26.3 萬 | 0.12% | −181−3.9% | 減碼 |
| Red Door Wealth Management, LLC | 4,469 | $26.4 萬 | 0.05% | +36+0.8% | 加碼 |
| Citizens National Bank Trust Department | 4,475 | $26.4 萬 | 0.06% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 4,479 | $26.5 萬 | 0.03% | +914+25.6% | 加碼 |
| Davidson Trust Co | 4,494 | $26.5 萬 | 0.18% | −448−9.1% | 減碼 |
| Quent Capital, LLC | 4,498 | $26.6 萬 | 0.03% | −1,953−30.3% | 減碼 |
| US Asset Management LLC | 4,520 | $26.7 萬 | 0.24% | −178−3.8% | 減碼 |
| Keystone Financial Planning, Inc. | 4,521 | $26.7 萬 | 0.09% | −50−1.1% | 減碼 |
| First Interstate Bank | 4,534 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 4,557 | $26.9 萬 | 0.01% | −2,588−36.2% | 減碼 |
| Souders Financial Advisors | 4,559 | $26.9 萬 | 0.04% | +55+1.2% | 加碼 |
| First County Bank | 4,572 | $27.0 萬 | 0.14% | −100−2.1% | 減碼 |
| Nabity-Jensen Investment Management Inc | 4,587 | $27.1 萬 | 0.22% | −404−8.1% | 減碼 |
| Cape Ann Savings Bank | 4,590 | $27.1 萬 | 0.17% | −3,071−40.1% | 減碼 |
| Cadence Wealth Management LLC | 4,599 | $27.2 萬 | 0.19% | 00.0% | 不變 |
| First Wilshire Securities Management Inc | 4,607 | $27.2 萬 | 0.08% | 00.0% | 不變 |
| Manchester Capital Management LLC | 4,639 | $27.4 萬 | 0.03% | −642−12.2% | 減碼 |
| Oakworth Capital, Inc. | 4,655 | $27.5 萬 | 0.02% | −925−16.6% | 減碼 |
| First Heartland Consultants, Inc. | 4,659 | $27.5 萬 | 0.03% | +465+11.1% | 加碼 |
| Smart Portfolios, LLC | 4,672 | $27.6 萬 | 0.28% | +515+12.4% | 加碼 |
| Sentry LLC | 4,684 | $27.7 萬 | 0.05% | +50+1.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,686 | $27.7 萬 | 0.07% | 00.0% | 不變 |
| Notis-McConarty Edward | 4,695 | $27.7 萬 | 0.11% | −4,656−49.8% | 減碼 |
| Beech Hill Advisors, Inc. | 4,700 | $27.8 萬 | 0.11% | −300−6.0% | 減碼 |
| Middleton & Co Inc | 4,700 | $27.8 萬 | 0.03% | 00.0% | 不變 |
| Roble, Belko & Company, Inc | 4,706 | $27.8 萬 | 0.05% | +6+0.1% | 加碼 |
| Taylor Financial Group, Inc. | 4,711 | $27.8 萬 | 0.21% | −484−9.3% | 減碼 |
| E Fund Management Co., Ltd. | 4,722 | $27.9 萬 | 0.02% | +467+11.0% | 加碼 |
| Berkshire Asset Management LLC | 4,762 | $28.1 萬 | 0.01% | +561+13.4% | 加碼 |
| Capital Planning Advisors, LLC | 4,802 | $28.4 萬 | 0.05% | −1,503−23.8% | 減碼 |
| Brown Miller Wealth Management, LLC | 4,808 | $28.4 萬 | 0.12% | −329−6.4% | 減碼 |
| Parkside Financial Bank & Trust | 4,812 | $28.4 萬 | 0.04% | −1,051−17.9% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 4,826 | $28.5 萬 | 0.03% | −854−15.0% | 減碼 |
| Graypoint LLC | 4,828 | $28.5 萬 | 0.02% | −5,915−55.1% | 減碼 |
| Meridian Wealth Advisors, LLC | 4,872 | $28.8 萬 | 0.05% | −898−15.6% | 減碼 |
| Creative Financial Designs Inc | 4,891 | $28.9 萬 | 0.03% | +2,109+75.8% | 加碼 |
| Mechanics Financial Corp | 4,919 | $29.1 萬 | 0.15% | −4,730−49.0% | 減碼 |
| M&R Capital Management Inc | 4,923 | $29.1 萬 | 0.07% | −143,553−96.7% | 減碼 |
| Blackston Financial Advisory Group, LLC | 4,939 | $29.2 萬 | 0.16% | +4,939 | 新進 |
| Nilsine Partners, LLC | 4,952 | $29.2 萬 | 0.04% | −4,245−46.2% | 減碼 |
| Future Financial Wealth Managment LLC | 4,972 | $29.4 萬 | 0.26% | +3+0.1% | 加碼 |
| Abbrea Capital, LLC | 4,981 | $29.4 萬 | 0.04% | −758−13.2% | 減碼 |
| Private Capital Advisors, Inc. | 5,000 | $29.5 萬 | 0.03% | 00.0% | 不變 |
| Holderness Investments Co | 4,998 | $29.5 萬 | 0.07% | +20.0% | 加碼 |
| Patten & Patten Inc | 5,011 | $29.6 萬 | 0.02% | −3,912−43.8% | 減碼 |
| Klingman & Associates, LLC | 5,012 | $29.6 萬 | 0.02% | −246−4.7% | 減碼 |
| Paragon Capital Management Ltd | 5,015 | $29.6 萬 | 0.05% | +5,015 | 新進 |
| Midwest Financial Group LLC | 5,055 | $29.9 萬 | 0.19% | −980−16.2% | 減碼 |
| Vectors Research Management, LLC | 5,073 | $30.0 萬 | 0.09% | −27,670−84.5% | 減碼 |
| Valmark Advisers, Inc. | 5,085 | $30.0 萬 | 0.01% | −386−7.1% | 減碼 |
| Hexagon Capital Partners LLC | 5,090 | $30.1 萬 | 0.07% | +157+3.2% | 加碼 |
| Trustco Bank Corp N Y | 5,090 | $30.1 萬 | 0.32% | 00.0% | 不變 |
| Weil Company, Inc. | 5,091 | $30.1 萬 | 0.11% | 00.0% | 不變 |
| Fortis Advisors, LLC | 5,100 | $30.1 萬 | 0.21% | 00.0% | 不變 |
| MKT Advisors LLC | 5,253 | $30.3 萬 | 0.15% | −134−2.5% | 減碼 |
| CRA Financial Services, LLC | 5,143 | $30.4 萬 | 0.06% | −1,645−24.2% | 減碼 |
| Everpar Advisors LLC | 5,156 | $30.5 萬 | 0.15% | +5,156 | 新進 |
| Vicus Capital | 5,162 | $30.5 萬 | 0.03% | −1,168−18.5% | 減碼 |
| Samalin Investment Counsel, LLC | 5,172 | $30.5 萬 | 0.14% | −57−1.1% | 減碼 |
| Whalerock Point Partners, LLC | 5,186 | $30.6 萬 | 0.08% | −243−4.5% | 減碼 |
| AlphaCore Capital LLC | 5,197 | $30.7 萬 | 0.07% | −1,068−17.0% | 減碼 |
| Opal Wealth Advisors, LLC | 5,211 | $30.8 萬 | 0.10% | −121−2.3% | 減碼 |
| Altus Wealth Group LLC | 5,225 | $30.9 萬 | 0.15% | +5,225 | 新進 |
| Perkins Capital Management Inc | 5,234 | $30.9 萬 | 0.29% | −559−9.6% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 5,249 | $31.0 萬 | 0.17% | +1,677+46.9% | 加碼 |
| Atwood & Palmer Inc | 5,250 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Empire Financial Management Company, LLC | 5,276 | $31.2 萬 | 0.10% | −2,533−32.4% | 減碼 |
| Atlas Wealth LLC | 5,499 | $31.2 萬 | 0.05% | −1,585−22.4% | 減碼 |
| RMB Capital Management, LLC | 5,296 | $31.3 萬 | 0.01% | −4,989−48.5% | 減碼 |
| Tranquility Partners, LLC | 5,298 | $31.3 萬 | 0.12% | −289−5.2% | 減碼 |
| Capital Asset Advisory Services LLC | 5,447 | $31.4 萬 | 0.02% | −4,327−44.3% | 減碼 |
| Sachetta, LLC | 4,981 | $31.5 萬 | 0.14% | −184−3.6% | 減碼 |