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。
2025 年第 1 季 13F 持有人
CVS Health Corp 在 2025/3/31 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
- 1,755
- 較 2024 年第 4 季 +105 家
- 持有股數
- 10.8 億
- 較 2024 年第 4 季 +3,874 萬 (+3.7%)
- 總市值
- $733.0 億
- 較 2024 年第 4 季 +$264.5 億 (+56.4%)
- 新進機構
- 278
- 另有 535 家加碼
- 清倉機構
- 173
- 另有 758 家減碼
另有 24 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 4,226 | $28.6 萬 | 0.02% | +4,226 | 新進 |
| Mechanics Bank Trust Department | 4,227 | $28.6 萬 | 0.04% | −1,917−31.2% | 減碼 |
| Paragon Capital Management Ltd | 4,261 | $28.9 萬 | 0.06% | +4,261 | 新進 |
| Vestmark Advisory Solutions, Inc. | 4,279 | $29.0 萬 | 0.01% | +4,279 | 新進 |
| State of Wyoming | 4,289 | $29.1 萬 | 0.04% | +4,289 | 新進 |
| Platinum Investment Management Ltd | 4,291 | $29.1 萬 | 0.02% | +2,311+116.7% | 加碼 |
| Silver Oak Securities, Inc | 4,344 | $29.2 萬 | 0.03% | +4,344 | 新進 |
| Soltis Investment Advisors LLC | 4,316 | $29.2 萬 | 0.03% | +4,316 | 新進 |
| Oak Hill Wealth Advisors, LLC | 4,319 | $29.3 萬 | 0.07% | +4,319 | 新進 |
| PDS Planning, Inc | 4,320 | $29.3 萬 | 0.02% | +4,320 | 新進 |
| Insigneo Advisory Services, LLC | 4,324 | $29.3 萬 | 0.03% | −1,656−27.7% | 減碼 |
| Kaufman Rossin Wealth, LLC | 4,325 | $29.3 萬 | 0.21% | +4,325 | 新進 |
| GW Henssler & Associates Ltd | 4,334 | $29.4 萬 | 0.02% | +4,334 | 新進 |
| Northeast Investment Management | 4,334 | $29.4 萬 | 0.01% | −3,455−44.4% | 減碼 |
| Tompkins Financial Corp | 4,338 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| US Asset Management LLC | 4,333 | $29.4 萬 | 0.28% | +4,333 | 新進 |
| Petra Financial Advisors Inc | 4,348 | $29.5 萬 | 0.24% | +4,348 | 新進 |
| Diversified Trust Co | 4,352 | $29.5 萬 | 0.01% | +4,352 | 新進 |
| First National Trust Co | 4,357 | $29.5 萬 | 0.01% | −4,441−50.5% | 減碼 |
| Lauer Wealth, LLC | 4,548 | $29.6 萬 | 0.23% | −1,212−21.0% | 減碼 |
| CoreCap Advisors, LLC | 4,373 | $29.6 萬 | 0.01% | +45+1.0% | 加碼 |
| Freestone Capital Holdings, LLC | 4,383 | $29.7 萬 | 0.01% | −703−13.8% | 減碼 |
| Birch Capital Management, LLC | 4,387 | $29.7 萬 | 0.15% | 00.0% | 不變 |
| Advisory Alpha, LLC | 4,390 | $29.7 萬 | 0.01% | +4,390 | 新進 |
| Federated Hermes, Inc. | 4,398 | $29.8 萬 | 0.00% | −5,139−53.9% | 減碼 |
| Sterling Capital Management LLC | 4,403 | $29.8 萬 | 0.00% | −535−10.8% | 減碼 |
| Allen Wealth Management, LLC | 4,416 | $29.9 萬 | 0.21% | −499−10.2% | 減碼 |
| Holderness Investments Co | 4,424 | $30.0 萬 | 0.07% | +4,424 | 新進 |
| Diversified Enterprises, LLC | 4,435 | $30.0 萬 | 0.03% | +4,435 | 新進 |
| Sargent Investment Group, LLC | 4,447 | $30.1 萬 | 0.05% | +510+13.0% | 加碼 |
| Capital Performance Advisors LLP | 4,491 | $30.4 萬 | 0.07% | +4,491 | 新進 |
| Essex LLC | 4,494 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 4,499 | $30.5 萬 | 0.03% | −143−3.1% | 減碼 |
| Aviance Capital Partners, LLC | 4,499 | $30.5 萬 | 0.04% | +4,499 | 新進 |
| Penbrook Management LLC | 4,500 | $30.5 萬 | 0.23% | −300−6.3% | 減碼 |
| Glen Eagle Advisors, LLC | 4,501 | $30.5 萬 | 0.05% | −522−10.4% | 減碼 |
| Register Financial Advisors LLC | 4,503 | $30.5 萬 | 0.16% | −1,973−30.5% | 減碼 |
| Valmark Advisers, Inc. | 4,515 | $30.6 萬 | 0.00% | +4,515 | 新進 |
| Formidable Asset Management, LLC | 4,518 | $30.6 萬 | 0.05% | −938−17.2% | 減碼 |
| Keystone Financial Planning, Inc. | 4,521 | $30.6 萬 | 0.09% | 00.0% | 不變 |
| BancorpSouth Bank | 4,555 | $30.9 萬 | 0.02% | −59−1.3% | 減碼 |
| Tyche Wealth Partners LLC | 4,569 | $31.0 萬 | 0.07% | +4,569 | 新進 |
| Lighthouse Investment Partners, LLC | 4,571 | $31.0 萬 | 0.01% | +4,571 | 新進 |
| Sunpointe, LLC | 4,575 | $31.0 萬 | 0.17% | +4,575 | 新進 |
| Pekin Hardy Strauss, Inc. | 4,575 | $31.0 萬 | 0.04% | 00.0% | 不變 |
| Cadence Wealth Management LLC | 4,599 | $31.2 萬 | 0.23% | 00.0% | 不變 |
| Simmons Bank | 4,606 | $31.2 萬 | 0.02% | −754−14.1% | 減碼 |
| Fiducient Advisors LLC | 4,624 | $31.3 萬 | 0.04% | +4,624 | 新進 |
| First Western Trust Bank | 4,640 | $31.4 萬 | 0.02% | −231−4.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 4,644 | $31.5 萬 | 0.06% | +4,644 | 新進 |
| Skopos Labs, Inc. | 4,657 | $31.5 萬 | 0.07% | +3,674+373.8% | 加碼 |
| MBB Public Markets I LLC | 4,661 | $31.6 萬 | 0.04% | +4,661 | 新進 |
| Forum Private Client Group LLC | 4,670 | $31.6 萬 | 0.14% | +44+1.0% | 加碼 |
| Sentry LLC | 4,684 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 4,693 | $31.8 萬 | 0.23% | +101+2.2% | 加碼 |
| Hoxton Planning & Management, LLC | 4,694 | $31.8 萬 | 0.12% | +4,694 | 新進 |
| Avestar Capital, LLC | 4,697 | $31.8 萬 | 0.03% | +4,697 | 新進 |
| Massmutual Trust Co FSB | 4,719 | $32.0 萬 | 0.01% | +1,381+41.4% | 加碼 |
| Trustco Bank Corp N Y | 4,735 | $32.1 萬 | 0.35% | −100−2.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,736 | $32.1 萬 | 0.01% | −852−15.2% | 減碼 |
| Catalyst Financial Partners LLC | 4,756 | $32.2 萬 | 0.06% | +4,756 | 新進 |
| JNBA Financial Advisors | 4,771 | $32.3 萬 | 0.03% | −667−12.3% | 減碼 |
| First City Capital Management, Inc. | 4,797 | $32.5 萬 | 0.19% | −1,183−19.8% | 減碼 |
| Wealth Watch Advisors, INC | 4,808 | $32.6 萬 | 0.26% | −54−1.1% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 4,818 | $32.6 萬 | 0.05% | −6−0.1% | 減碼 |
| Manchester Capital Management LLC | 4,836 | $32.8 萬 | 0.04% | +379+8.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 4,847 | $32.8 萬 | 0.09% | −275−5.4% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,802 | $32.9 萬 | 0.14% | −170−3.4% | 減碼 |
| MKT Advisors LLC | 5,165 | $33.0 萬 | 0.15% | +15+0.3% | 加碼 |
| Peddock Capital Advisors, LLC | 4,871 | $33.0 萬 | 0.08% | −1,214−20.0% | 減碼 |
| Bayforest Capital Ltd | 4,881 | $33.1 萬 | 0.14% | +4,881 | 新進 |
| Smithfield Trust Co | 4,871 | $33.1 萬 | 0.02% | −319−6.1% | 減碼 |
| Atlas Brown,Inc. | 4,893 | $33.1 萬 | 0.12% | +142+3.0% | 加碼 |
| Klingenstein Fields & Co LP | 4,928 | $33.4 萬 | 0.01% | +10+0.2% | 加碼 |
| Koshinski Asset Management, Inc. | 4,930 | $33.4 萬 | 0.03% | +178+3.7% | 加碼 |
| Beach Investment Counsel Inc | 4,950 | $33.5 萬 | 0.05% | −1,995−28.7% | 減碼 |
| Shufro Rose & Co LLC | 4,950 | $33.5 萬 | 0.03% | −3,279−39.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,001 | $33.6 萬 | 0.05% | +134+2.8% | 加碼 |
| Topsail Wealth Management, LLC | 4,970 | $33.7 萬 | 0.07% | +4,970 | 新進 |
| Element Wealth, LLC | 4,975 | $33.7 萬 | 0.18% | +40+0.8% | 加碼 |
| Generali Investments, Management Co LLC | 4,981 | $33.7 萬 | 0.10% | +4,981 | 新進 |
| Wealth Effects LLC | 4,987 | $33.8 萬 | 0.14% | −1,179−19.1% | 減碼 |
| Private Capital Advisors, Inc. | 5,000 | $33.9 萬 | 0.04% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 5,010 | $33.9 萬 | 0.01% | −894−15.1% | 減碼 |
| Pines Wealth Management, LLC | 5,020 | $34.0 萬 | 0.16% | +5,020 | 新進 |
| Southland Equity Partners LLC | 5,017 | $34.0 萬 | 0.08% | +32+0.6% | 加碼 |
| Root Financial Partners, LLC | 5,057 | $34.3 萬 | 0.04% | −477−8.6% | 減碼 |
| Plimoth Trust Co LLC | 5,060 | $34.3 萬 | 0.09% | −24,901−83.1% | 減碼 |
| Hayek Kallen Investment Management | 5,056 | $34.3 萬 | 0.13% | −1,766−25.9% | 減碼 |
| Vectors Research Management, LLC | 5,073 | $34.4 萬 | 0.12% | 00.0% | 不變 |
| Davidson Trust Co | 5,077 | $34.4 萬 | 0.16% | −23−0.5% | 減碼 |
| Sym Financial Corp | 5,100 | $34.6 萬 | 0.04% | +5,100 | 新進 |
| Parkside Financial Bank & Trust | 5,104 | $34.6 萬 | 0.04% | +35+0.7% | 加碼 |
| McLean Asset Management Corp | 5,127 | $34.7 萬 | 0.11% | +5,127 | 新進 |
| Compass Ion Advisors, LLC | 5,173 | $35.0 萬 | 0.04% | −540−9.5% | 減碼 |
| North Star Investment Management Corp. | 5,219 | $35.4 萬 | 0.03% | −9,405−64.3% | 減碼 |
| RD Lewis Holdings, Inc. | 5,245 | $35.4 萬 | 0.40% | −196−3.6% | 減碼 |
| Integrated Investment Consultants, LLC | 5,236 | $35.5 萬 | 0.07% | −134−2.5% | 減碼 |
| Empire Financial Management Company, LLC | 5,241 | $35.5 萬 | 0.11% | 00.0% | 不變 |
| First American Trust, FSB | 5,252 | $35.6 萬 | 0.03% | −6,021−53.4% | 減碼 |