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CBM Financial, LLC
特别关注No.7739 数据截至 2026Q2环比变动 Q1 2026
+$782.2万+4.9%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
| IiShares安硕信托IEFA |
| 26.65% | 27.15% | $4,479.1万 | 46.5万股 | $4,350.5万 | 44.8万股 | +1.7万股+3.80% | 加仓 |
| S道富SPYM |
| 16.75% | 16.53% | $2,814.8万 | 32.2万股 | $2,648.5万 | 31.7万股 | +4,276股+1.35% | 加仓 |
| S道富SPYV |
| 11.93% | 11.78% | $2,005.7万 | 32.4万股 | $1,887.9万 | 31.9万股 | +5,176股+1.62% | 加仓 |
| IiShares安硕·COREIJH |
| 10.97% | 11.2% | $1,843.6万 | 24.4万股 | $1,794.7万 | 24.5万股 | -585股-0.24% | 减仓 |
| SSPDR道富系列信托SPYG |
| 9.76% | 9.84% | $1,641.0万 | 14.1万股 | $1,576.3万 | 14.3万股 | -1,410股-0.99% | 减仓 |
| IiShares安硕信托IVV |
| 7.49% | 7.7% | $1,258.6万 | 1.7万股 | $1,233.9万 | 1.7万股 | -472股-2.72% | 减仓 |
| IiShares安硕·COREIJR |
| 4.46% | 4.32% | $749.8万 | 5.1万股 | $691.9万 | 5.1万股 | +529股+1.04% | 加仓 |
| IiShares安硕信托AGG |
| 4.14% | 4.22% | $695.5万 | 7.1万股 | $676.1万 | 6.8万股 | +3,106股+4.59% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.77% | 2.8% | $465.3万 | 8.0万股 | $448.3万 | 7.7万股 | +3,504股+4.58% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.45% | 1.51% | $243.8万 | 1.6万股 | $241.8万 | 1.6万股 | -317股-1.97% | 减仓 |
| V先锋领航指数基金VUG |
| 1.23% | 1.32% | $206.2万 | 2.4万股 | $211.0万 | 2.6万股 | -1,403股-5.48% | 减仓 |
 苹果AAPL |
| 0.83% | 0.76% | $139.0万 | 4,166股 | $122.0万 | 4,469股 | -303股-6.78% | 减仓 |
| G通用动力VTI |
| 0.65% | — | $108.9万 | 2,968股 | $0 | 0股 | +2,968股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.54% | — | $90.2万 | 1,321股 | $0 | 0股 | +1,321股 | 新买入 |
| IiShares安硕信托IUSB |
| 0.22% | 0.24% | $37.4万 | 8,171股 | $38.3万 | 8,241股 | -70股-0.85% | 减仓 |
 甲骨文ORCL |
| 0.17% | 0.28% | $28.1万 | 2,220股 | $45.2万 | 2,545股 | -325股-12.77% | 减仓 |
