CDM FINANCIAL COUNSELING SERVICES, INC.
投资组合价值同比（季度）：+2.5% 13F不披露现金
前十大持仓权重53.14%
前二十五大持仓权重76.50%
持仓高于 1%27
有效持仓数量23.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q3 2026: 0.25% 估计买入 $2056906 · 卖出 $293666
中位数持有期：4.0 季度 跟踪时间 Q4 2025–Q3 2026 · 91.7% 仍持有
新仓位0
增加48
减少10
已结清5
投资组合价值
$118.9M
持仓
77
截至
2026年9月30日
行业细分
完整投资组合 77 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPY | $14133312 | 11.88% | 18534 | $249459 | 下跌 ×3 | ||
| XLK | $12567600 | 10.57% | 64201 | $355603 | 上涨 ×1 | ||
| VTI | $7851018 | 6.60% | 20978 | $548983 | 上涨 ×3 | ||
| VIG | $6183314 | 5.20% | 26503 | $48991 | 上涨 ×3 | ||
| MSFT | $4695067 | 3.95% | 9153 | $1291861 | 上涨 ×1 | ||
| MGK | $4411370 | 3.71% | 47615 | $269713 | 上涨 ×3 | ||
| XLC | $3814855 | 3.21% | 34379 | $209135 | 上涨 ×1 | ||
| VYM | $3651947 | 3.07% | 23530 | $-103987 | 下跌 ×1 | ||
| SOXX | $3022336 | 2.54% | 5315 | $-315948 | 上涨 ×1 | ||
| VUG | $2872813 | 2.42% | 31881 | $128292 | 上涨 ×3 | ||
| VOO | $2651897 | 2.23% | 3785 | $78892 | 上涨 ×1 | ||
| IVV | $2451703 | 2.06% | 3201 | $56802 | 上涨 ×1 | ||
| XLY | $2250098 | 1.89% | 20674 | $-103124 | 上涨 ×1 | ||
| V | $1921763 | 1.62% | 5348 | $101043 | 上涨 ×1 | ||
| AAPL | $1871987 | 1.57% | 5623 | $224084 | 下跌 ×2 | ||
| RTX | $1841348 | 1.55% | 9918 | $-13462 | 上涨 ×2 | ||
| BRK-B | $1800594 | 1.51% | 3616 | $-3316 | 上涨 ×3 | ||
| GOOG | $1767668 | 1.49% | 5187 | $-35215 | 上涨 ×1 | ||
| CAT | $1727316 | 1.45% | 2130 | $-557168 | 下跌 ×2 | ||
| SMH | $1700094 | 1.43% | 2792 | $-64004 | 上涨 ×1 | ||
| MAR | $1691118 | 1.42% | 4755 | $138667 | 上涨 ×1 | ||
| QQQ | $1671387 | 1.41% | 2260 | $-21772 | 下跌 ×3 | ||
| AMZN | $1634179 | 1.37% | 6559 | $118576 | 上涨 ×1 | ||
| PM | $1451170 | 1.22% | 7606 | $103945 | 上涨 ×3 | ||
| XLU | $1355480 | 1.14% | 34368 | $-172654 | 上涨 ×3 | ||
| QQQM | $1280403 | 1.08% | 4203 | $58826 | 上涨 ×1 | ||
| GOOGL | $1204281 | 1.01% | 3500 | $-11491 | 上涨 ×1 | ||
| UNP | $960201 | 0.81% | 3528 | $15496 | 上涨 ×3 | ||
| SCHD | $884658 | 0.74% | 27195 | $120933 | 上涨 ×1 | ||
| RSP | $857387 | 0.72% | 4122 | $47797 | 上涨 ×1 | ||
| FDVV | $845131 | 0.71% | 13916 | $24563 | 上涨 ×2 | ||
| MA | $810824 | 0.68% | 1470 | $63450 | 上涨 ×1 | ||
| BRK-A | $747005 | 0.63% | 1 | $-1845 | |||
| MDY | $742666 | 0.62% | 1131 | $-59697 | 下跌 ×3 | ||
| ASML | $722793 | 0.61% | 398 | $-70829 | |||
| TMO | $710683 | 0.60% | 1053 | $182883 | |||
| META | $680244 | 0.57% | 938 | $167072 | 上涨 ×1 | ||
| DGRW | $675040 | 0.57% | 6942 | $11246 | |||
| JPM | $655885 | 0.55% | 1983 | $22821 | 上涨 ×1 | ||
| XLV | $655666 | 0.55% | 3893 | $38057 | |||
| NVDA | $648599 | 0.55% | 2840 | $87744 | 上涨 ×1 | ||
| JNJ | $636278 | 0.53% | 2403 | $35132 | 上涨 ×1 | ||
| DE | $630451 | 0.53% | 939 | $44611 | 上涨 ×3 | ||
| NSC | $618789 | 0.52% | 2003 | $-11066 | 上涨 ×1 | ||
| HD | $606210 | 0.51% | 2132 | $-224300 | 下跌 ×3 | ||
| KO | $595765 | 0.50% | 6921 | $33476 | 上涨 ×1 | ||
| GRMN | $588022 | 0.49% | 2050 | $101065 | |||
| LLY | $569284 | 0.48% | 492 | $-10040 | 上涨 ×1 | ||
| FDRR | $535292 | 0.45% | 7850 | $25984 | |||
| MCD | $530724 | 0.45% | 2298 | $-113957 | 下跌 ×2 | ||
| PLD | $526162 | 0.44% | 4052 | $-13577 | 上涨 ×3 | ||
| CSX | $515132 | 0.43% | 11076 | $-7832 | 上涨 ×1 | ||
| AXP | $509530 | 0.43% | 1676 | $-32531 | 上涨 ×1 | ||
| SBUX | $493511 | 0.41% | 5253 | $-35404 | 上涨 ×2 | ||
| FHLC | $483577 | 0.41% | 5919 | $26443 | 上涨 ×1 | ||
| SCHB | $418547 | 0.35% | 14280 | $4998 | |||
| XLG | $413465 | 0.35% | 6500 | $15470 | |||
| MS | $413212 | 0.35% | 2197 | $-46048 | |||
| YUM | $405884 | 0.34% | 2977 | $-117818 | 下跌 ×2 | ||
| GS | $390756 | 0.33% | 434 | $-48178 | |||
| MNST | $374580 | 0.31% | 9000 | $38160 | 上涨 ×1 | ||
| VBK | $361660 | 0.30% | 1069 | $-5884 | 上涨 ×1 | ||
| COST | $360494 | 0.30% | 396 | $-9952 | |||
| WMT | $347383 | 0.29% | 3343 | $-30994 | 上涨 ×1 | ||
| VXF | $337340 | 0.28% | 1456 | $-21168 | |||
| VOT | $334455 | 0.28% | 1145 | $-16259 | |||
| ICE | $316487 | 0.27% | 2082 | $47933 | 下跌 ×2 | ||
| EFA | $309073 | 0.26% | 2975 | $30 | |||
| LMT | $297912 | 0.25% | 585 | $-122 | |||
| ADP | $264676 | 0.22% | 1026 | $35206 | 上涨 ×1 | ||
| NEE | $264139 | 0.22% | 3488 | $-30119 | 上涨 ×2 | ||
| GD | $255036 | 0.21% | 768 | $-8318 | 上涨 ×1 | ||
| AMLP | $246019 | 0.21% | 4743 | $94 | |||
| VOOG | $237635 | 0.20% | 2780 | $7952 | |||
| AMD | $235527 | 0.20% | 385 | $20590 | 上涨 ×1 | ||
| SCHF | $232369 | 0.20% | 8459 | $-1945 | |||
| STRV | $212504 | 0.18% | 4310 | $6262 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。