13FBOX
Center for Wealth Management Advisory · 13F 持仓分析
期权收益计算器 机构排行

Center for Wealth Management Advisory

No.7940 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.59亿
环比变动 Q1 2026
+$2,043.7万+14.7%
持仓股票数
62
新买入
6
加仓
40
减仓
8
清仓
6
持股不变
8
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
IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB
21.62%19.04%$3,444.3万20.4万股$2,643.9万21.0万股-5,491股-2.62%减仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
8.85%10.4%$1,409.2万29.0万股$1,444.8万28.4万股+5,190股+1.82%加仓
VanEck ETF信托SMH
6.59%4.72%$1,050.0万1.6万股$656.0万1.7万股-1,101股-6.43%减仓
IISHARES MORNINGSTAR US EQUITY ETFILCB
6.1%6.05%$972.1万9.4万股$839.6万9.3万股+351股+0.38%加仓
F第一信托·USTFVD
5.55%5.89%$884.8万18.4万股$817.7万17.4万股+9,787股+5.63%加仓
苹果AAPL
2.83%2.85%$451.5万1.6万股$395.5万1.6万股+19股+0.12%加仓
博通AVGO
2.04%1.87%$324.6万8,593股$259.6万8,388股+205股+2.44%加仓
IiShares安硕·RUSSELLIWB
1.95%1.97%$311.2万7,599股$273.2万7,663股-64股-0.84%减仓
摩根士丹利MS
1.69%1.37%$269.1万1.3万股$189.9万1.2万股+1,335股+11.57%加仓
强生JNJ
1.67%1.81%$265.6万1.0万股$251.9万1.0万股+153股+1.48%加仓
联合健康UNH
1.53%1.22%$243.2万5,850股$170.1万6,285股-435股-6.92%减仓
BBANK OF AMERBAC
1.5%$238.7万4.2万股$00股+4.2万股新买入
默沙东MRK
1.43%1.5%$227.4万1.8万股$208.1万1.7万股+392股+2.27%加仓
B纽约梅隆银行BK
1.37%1.26%$217.7万1.5万股$175.3万1.5万股+275股+1.86%加仓
微软MSFT
1.34%1.37%$213.9万5,734股$190.9万5,158股+576股+11.17%加仓
PPNC FINL SVCS COMVXF
1.34%$213.7万8,678股$00股+8,678股新买入
美国合众银行USB
1.27%1.24%$202.4万3.4万股$172.3万3.3万股+374股+1.13%加仓
耐克NKE
1.27%$201.6万4.9万股$00股+4.9万股新买入
杜克能源DUK
1.23%1.44%$196.7万1.6万股$200.2万1.5万股+250股+1.63%加仓
可口可乐KO
1.22%1.26%$194.9万2.4万股$175.5万2.3万股+903股+3.91%加仓
Elevance健康ELV
1.21%1.13%$193.1万4,993股$157.1万5,365股-372股-6.93%减仓
威瑞森VZ
1.18%1.59%$187.4万4.4万股$221.2万4.4万股+187股+0.42%加仓
MONDELEZ INTL CL AMDLZ
1.17%1.31%$186.0万3.2万股$181.9万3.2万股+611股+1.94%加仓
洛克希德马丁LMT
1.17%1.47%$185.8万3,647股$204.2万3,379股+268股+7.93%加仓
CCIGNALIBD
1.15%1.22%$182.9万6,633股$169.8万6,364股+269股+4.23%加仓
美敦力MDT
1.14%0.16%$181.1万2.3万股$21.7万2,504股+2.1万股+824.76%加仓
联合包裹UPSUPS
1.13%1.13%$179.2万1.7万股$156.5万1.6万股+764股+4.80%加仓
英伟达NVDA
1.11%1.15%$177.5万8,871股$159.8万9,162股-291股-3.18%减仓
GGILEAD SCIENCES COMGILD
1.09%$174.1万1.4万股$00股+1.4万股新买入
ADPADP
1.08%1.02%$172.3万7,693股$141.2万6,951股+742股+10.67%加仓
百事可乐PEP
0.98%1.28%$156.8万1.2万股$177.9万1.1万股+123股+1.07%加仓
雅培ABT
0.98%1.22%$156.4万1.7万股$168.9万1.6万股+787股+4.79%加仓
通用动力GD
0.98%1.03%$156.3万4,412股$143.3万4,176股+236股+5.65%加仓
CCRHCRH
0.91%0.96%$144.2万1.3万股$134.0万1.3万股+728股+5.71%加仓
特斯拉TSLA
0.88%0.71%$140.5万3,340股$98.6万2,652股+688股+25.94%加仓
芝加哥商品交易所CME
0.84%1.26%$133.7万6,053股$174.9万5,920股+133股+2.25%加仓
COMCAST NEW CL ACMCSA
0.8%0.99%$127.6万5.2万股$137.6万4.8万股+4,040股+8.43%加仓
艾伯维ABBV
0.77%0.76%$122.3万4,862股$104.9万4,823股+39股+0.81%加仓
卡特彼勒CAT
0.74%0.56%$117.1万1,100股$77.9万1,100股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.72%0.73%$115.0万1.0万股$101.4万1.0万股00.00%持仓不变
HUNTINGTON BANCSHARES COMHBAN
0.69%0.7%$109.5万6.2万股$96.7万6.2万股00.00%持仓不变
AMD超威AMD
0.68%0.25%$108.0万1,860股$34.7万1,704股+156股+9.15%加仓
埃森哲ACN
0.61%1.01%$97.9万7,870股$140.2万7,071股+799股+11.30%加仓
亚马逊AMZN
0.56%0.53%$89.0万3,736股$73.6万3,534股+202股+5.72%加仓
宝洁PG
0.54%0.58%$85.6万5,838股$80.8万5,595股+243股+4.34%加仓
高露洁CL
0.53%0.64%$84.8万9,246股$88.7万1.0万股-1,165股-11.19%减仓
ALTRIAMO
0.51%0.64%$80.8万1.1万股$89.4万1.4万股-2,311股-17.06%减仓
F第一信托交易所交易基金IIIFPE
0.36%0.41%$56.8万3.2万股$56.4万3.2万股00.00%持仓不变
摩托罗拉解决方案MSI
0.33%0.39%$52.9万1,275股$54.5万1,256股+19股+1.51%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.32%0.27%$51.8万2,052股$37.2万2,052股00.00%持仓不变

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