13FBOX
CDM FINANCIAL COUNSELING SERVICES, INC. · 13F 持仓分析
期权收益计算器 机构排行

CDM FINANCIAL COUNSELING SERVICES, INC.

No.8895 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.16亿
环比变动 Q1 2026
+$1,154.5万+11.0%
持仓股票数
77
新买入
2
加仓
17
减仓
39
清仓
5
持股不变
19
持仓市值走势图
持仓板块构成
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
SSPDR标普500 ETFSPY
11.96%11.93%$1,388.4万1.9万股$1,247.1万1.9万股-584股-3.05%减仓
SSPDR行业精选信托XLK
10.52%8.45%$1,221.2万6.4万股$883.3万6.6万股-2,366股-3.56%减仓
G通用动力VTI
6.29%5.96%$730.2万2.0万股$622.9万1.9万股+980股+5.23%加仓
V先锋领航·SPECIALIZED FUNDSVIG
5.29%5.21%$613.4万2.6万股$544.7万2.5万股+600股+2.37%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
3.57%3.48%$414.2万4.7万股$363.6万9,895股+3.7万股+376.14%加仓
V先锋领航白厅基金VYM
3.24%3.36%$375.6万2.4万股$351.6万2.4万股+30股+0.13%加仓
SSPDR行业精选信托XLY
3.11%3.82%$360.6万3.4万股$399.0万3.6万股-2,335股-6.49%减仓
微软MSFT
2.93%3.36%$340.3万9,123股$350.9万9,480股-357股-3.77%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
2.88%1.66%$333.8万5,210股$173.8万5,287股-77股-1.46%减仓
V先锋领航指数基金VUG
2.36%2.25%$274.5万3.2万股$235.5万5,393股+2.6万股+490.78%加仓
V先锋领航指数基金VOO
2.22%2.26%$257.3万3,747股$235.8万3,948股-201股-5.09%减仓
IiShares安硕信托IVV
2.06%2%$239.5万3,198股$208.9万3,198股00.00%持仓不变
SSPDR行业精选信托XLY
2.03%2.3%$235.3万2.0万股$239.9万2.2万股-1,849股-8.44%减仓
卡特彼勒CAT
1.97%1.59%$228.4万2,145股$166.5万2,350股-205股-8.72%减仓
雷神技术RTX
1.6%1.8%$185.5万9,777股$188.5万9,773股+4股+0.04%加仓
VisaV
1.57%1.56%$182.1万5,306股$162.7万5,384股-78股-1.45%减仓
伯克希尔哈撒韦BRK.B
1.55%1.5%$180.4万3,605股$156.6万3,267股+338股+10.35%加仓
AAlphabet Inc Class CGOOG
1.55%1.6%$180.3万5,102股$167.3万5,796股-694股-11.97%减仓
VanEck ETF信托SMH
1.52%1.01%$176.4万2,690股$105.6万2,715股-25股-0.92%减仓
I景顺QQQ信托VOO
1.46%1.29%$169.3万2,300股$134.7万2,335股-35股-1.50%减仓
苹果AAPL
1.42%1.55%$164.8万5,696股$162.3万6,396股-700股-10.94%减仓
万豪MAR
1.34%1.52%$155.2万4,189股$158.8万4,857股-668股-13.75%减仓
SSPDR行业精选信托XLU
1.32%1.44%$152.8万3.4万股$150.5万3.3万股+912股+2.78%加仓
亚马逊AMZN
1.31%1.33%$151.6万6,359股$139.5万6,646股-287股-4.32%减仓
PHILIP MORRIS INTLPM
1.16%1.17%$134.7万7,447股$122.8万7,427股+20股+0.27%加仓
I景顺·NASDAQ 100 ETFQQQM
1.05%1.07%$122.2万4,032股$112.0万4,663股-631股-13.53%减仓
谷歌AGOOGL
1.05%1.01%$121.6万3,402股$105.9万3,682股-280股-7.60%减仓
联合太平洋铁路UNP
0.81%0.79%$94.5万3,473股$83.0万3,423股+50股+1.46%加仓
家得宝HD
0.72%0.77%$83.1万2,357股$80.1万2,436股-79股-3.24%减仓
F富达Covington信托FDVV
0.71%0.7%$82.1万1.4万股$73.5万1.3万股+308股+2.32%加仓
I景顺交易所交易基金信托RSP
0.7%0.76%$81.0万3,805股$79.8万4,158股-353股-8.49%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.69%0.67%$80.2万1,141股$70.4万1,142股-1股-0.09%减仓
阿斯麦ASML
0.68%0.76%$79.4万398股$79.6万602股-204股-33.89%减仓
S嘉信策略信托SCHD
0.66%0.73%$76.4万2.4万股$76.0万2.5万股-690股-2.79%减仓
伯克希尔哈撒韦BRK.A
0.65%0.69%$74.9万1股$71.8万1股00.00%持仓不变
万事达MA
0.64%0.77%$74.7万1,455股$80.8万1,617股-162股-10.02%减仓
WWisdomTree信托DGRW
0.57%0.59%$66.4万6,942股$61.4万6,992股-50股-0.72%减仓
麦当劳MCD
0.56%0.79%$64.5万2,385股$82.7万2,811股-426股-15.15%减仓
摩根大通JPM
0.55%0.54%$63.3万1,934股$56.9万1,934股00.00%持仓不变
NORFOLK SOUTHN COMNSC
0.54%0.55%$63.0万2,002股$57.4万2,002股00.00%持仓不变
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.53%0.55%$61.8万3,893股$57.1万3,892股+1股+0.03%加仓
强生JNJ
0.52%0.69%$60.1万2,367股$71.9万2,942股-575股-19.54%减仓
迪尔DE
0.5%0.45%$58.6万924股$46.8万831股+93股+11.19%加仓
礼来LLY
0.5%0.43%$57.9万483股$44.4万483股00.00%持仓不变
可口可乐KO
0.48%0.53%$56.2万6,919股$55.5万7,299股-380股-5.21%减仓
英伟达NVDA
0.48%0.57%$56.1万2,803股$59.3万3,298股-495股-15.01%减仓
美国运通AXP
0.47%0.55%$54.2万1,603股$57.5万1,903股-300股-15.76%减仓
PPROLOGIS COMPLD
0.47%0.49%$54.0万3,984股$51.1万3,866股+118股+3.05%加仓
星巴克SBUX
0.46%0.43%$52.9万5,176股$45.3万5,059股+117股+2.31%加仓
T赛默飞世尔TMO
0.45%0.49%$52.8万1,053股$50.9万1,036股+17股+1.64%加仓

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