13FBOX
CPWA, LLC · 13F 持仓分析
期权收益计算器 机构排行

CPWA, LLC

No.9273 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8,609.6万
环比变动 Q1 2026
+$29.8万+0.3%
持仓股票数
94
新买入
7
加仓
59
减仓
18
清仓
3
持股不变
10
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
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
10.32%10.4%$888.2万26.2万股$892.3万26.1万股+1,029股+0.39%加仓
WWisdomTree信托DGRW
7.27%7.19%$625.8万6.5万股$616.7万6.5万股+546股+0.84%加仓
苹果AAPL
5%5.08%$430.7万1.5万股$435.6万1.5万股00.00%持仓不变
I景顺·S&PIDMO
4.81%4.77%$414.4万6.9万股$409.0万6.7万股+1,382股+2.05%加仓
S嘉信策略信托SCHD
4.81%4.76%$414.0万13.1万股$408.1万12.9万股+2,028股+1.58%加仓
好市多COST
3.24%3.47%$279.2万2,984股$297.8万2,980股+4股+0.13%加仓
亚马逊AMZN
2.99%3.37%$257.0万1.1万股$288.8万1.1万股+47股+0.44%加仓
微软MSFT
2.6%2.89%$224.2万6,011股$248.1万6,012股-1股-0.02%减仓
谷歌AGOOGL
2.47%2.68%$212.9万5,958股$229.6万5,907股+51股+0.86%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
2.4%2.34%$206.8万8,198股$200.8万8,365股-167股-2.00%减仓
英伟达NVDA
2.28%2.48%$196.3万9,810股$212.9万9,701股+109股+1.12%加仓
J摩根大通交易所交易基金JEPQ
2.22%2.11%$191.5万3.1万股$181.2万3.0万股+807股+2.66%加仓
应用材料AMAT
1.9%1.17%$163.3万2,259股$100.2万2,259股00.00%持仓不变
IiShares安硕信托AGG
1.88%1.88%$161.6万1.6万股$161.0万1.6万股+56股+0.34%加仓
卡特彼勒CAT
1.68%1.46%$144.4万1,356股$125.6万1,355股+1股+0.07%加仓
摩根大通JPM
1.63%1.49%$140.6万4,295股$128.1万4,271股+24股+0.56%加仓
VanEck ETF信托SMH
1.47%0.77%$126.4万1,926股$66.3万1,731股+195股+11.27%加仓
B贝莱德ETF信托BDYN
1.43%1.38%$123.2万4.4万股$118.4万4.4万股+867股+1.99%加仓
J摩根大通交易所交易基金JEPI
1.35%1.3%$116.6万2.1万股$111.7万2.0万股+637股+3.18%加仓
V先锋领航·SMALLVBR
1.24%1.2%$106.6万4,387股$103.0万4,439股-52股-1.17%减仓
宝洁PG
1.17%1.1%$100.6万6,857股$94.1万6,565股+292股+4.45%加仓
I景顺交易所交易基金信托XSMO
1.17%1.1%$100.5万1.1万股$94.2万1.1万股-22股-0.20%减仓
IiShares安硕信托IMCG
1.06%0.99%$91.5万9,307股$84.5万9,306股+1股+0.01%加仓
SSPDR道富系列信托XAR
1.04%0.99%$89.7万3,162股$85.2万3,163股-1股-0.03%减仓
PPacer基金信托COWZ
1%1.01%$86.0万1.4万股$86.7万1.4万股+114股+0.83%加仓
家得宝HD
0.95%0.83%$82.0万2,324股$71.6万2,298股+26股+1.13%加仓
雪佛龙CVX
0.91%1.01%$78.3万4,723股$86.6万4,689股+34股+0.73%加仓
VisaV
0.9%0.85%$77.8万2,268股$72.9万2,252股+16股+0.71%加仓
B贝莱德ETF信托BMN
0.9%0.9%$77.7万3.0万股$77.5万3.0万股+179股+0.60%加仓
强生JNJ
0.85%0.74%$73.2万2,883股$63.3万2,858股+25股+0.87%加仓
礼来LLY
0.83%0.67%$71.8万598股$57.8万598股00.00%持仓不变
AMD超威AMD
0.83%0.28%$71.1万1,224股$24.2万1,192股+32股+2.68%加仓
美光科技MU
0.8%0.19%$68.7万595股$16.3万481股+114股+23.70%加仓
耐克NKE
0.77%0.82%$66.3万1.6万股$70.5万1.7万股-467股-2.81%减仓
台积电TSM
0.75%0.63%$64.7万1,355股$53.9万1,333股+22股+1.65%加仓
英特尔INTC
0.73%0.23%$62.5万4,477股$19.7万4,477股00.00%持仓不变
Meta平台META
0.72%0.75%$61.8万1,097股$64.3万1,074股+23股+2.14%加仓
J摩根大通交易所交易基金JPME
0.72%0.69%$61.8万4,976股$59.5万4,918股+58股+1.18%加仓
伯克希尔哈撒韦BRK.B
0.63%0.6%$54.4万1,087股$51.6万1,076股+11股+1.02%加仓
麦当劳MCD
0.62%0.63%$53.8万1,989股$53.9万1,963股+26股+1.32%加仓
诺华NVS
0.61%0.56%$52.3万3,337股$48.5万3,337股00.00%持仓不变
默沙东MRK
0.6%0.52%$51.9万4,037股$44.9万4,037股00.00%持仓不变
LOWES COS COMLOW
0.59%0.61%$50.9万2,310股$52.2万2,310股00.00%持仓不变
IiShares安硕信托IEFA
0.58%0.65%$49.9万5,163股$55.8万5,750股-587股-10.21%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.56%0.59%$48.1万3,030股$50.5万3,532股-502股-14.21%减仓
V先锋领航指数基金VNQ
0.56%0.56%$48.0万4,977股$47.7万4,933股+44股+0.89%加仓
IiShares安硕EMHY
0.55%0.53%$47.1万1.2万股$45.9万1.1万股+248股+2.19%加仓
V先锋领航指数基金VUG
0.53%2.71%$45.9万5,327股$232.7万5,324股+3股+0.06%加仓
博通AVGO
0.51%0.59%$44.2万1,171股$50.4万1,176股-5股-0.43%减仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
0.47%0.47%$40.1万5,934股$40.0万5,924股+10股+0.17%加仓

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