CJM Wealth Advisers, Ltd.
CIK 1992748 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $380.9M
- 持仓
- 78
- 截至
- 2026年6月30日
按 13F 价值排名第 4492（共 9443） · 前 47.6%
投资组合价值同比（季度）：+16.0% 13F不披露现金
- 前十大持仓权重
- 81.41%
- 前二十五大持仓权重
- 91.85%
- 持仓高于 1%
- 12
- 有效持仓数量
- 7.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.47% 估计买入 $14899645 · 卖出 $5211905
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.7% 仍持有
- 新仓位
- 7
- 增加
- 33
- 减少
- 27
- 已结清
- 1
本页内容
行业细分
Technology
4.5%
Energy
1.8%
Industrials
1.2%
Communication Services
1.1%
Retail
0.8%
Financials
0.7%
Healthcare
0.7%
Consumer products
0.4%
Utilities
0.4%
Financial Services
0.4%
Consumer Discretionary
0.2%
Telecommunication
0.2%
Materials
0.1%
其他/未映射
87.7%
完整投资组合 78 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $107300375 | 28.17% | 156230 | $13092555 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $66217859 | 17.38% | 89921 | $15252078 | 上涨 ×2 | ||
| IJH | $41026783 | 10.77% | 532055 | $4468095 | 下跌 ×2 | ||
| IJR | $25215931 | 6.62% | 170022 | $3479894 | 下跌 ×4 | ||
| CGDV | $24569198 | 6.45% | 498563 | $5989826 | 上涨 ×6 | ||
| VTV | $13861881 | 3.64% | 63607 | $565993 | 下跌 ×4 | ||
| VBK | $10941603 | 2.87% | 29920 | $1629350 | 下跌 ×2 | ||
| BRKB | $7655003 | 2.01% | 15298 | $160082 | 下跌 ×1 | ||
| IWF | $6937285 | 1.82% | 55869 | $350790 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $6355606 | 1.67% | 46486 | $-1607578 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $5765055 | 1.51% | 19923 | $699937 | 下跌 ×1 | ||
| VEA | $4570910 | 1.20% | 64153 | $519986 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $3285434 | 0.86% | 11683 | $465158 | 上涨 ×6 | ||
| IWD | $2657439 | 0.70% | 10962 | $403717 | 上涨 ×1 | ||
| VOT | $2621662 | 0.69% | 8559 | $226626 | 下跌 ×2 | ||
| IWM | $2464189 | 0.65% | 8202 | $373648 | 下跌 ×1 | ||
| VIG | $2440158 | 0.64% | 10313 | $222339 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2378851 | 0.62% | 6733 | $388241 | 下跌 ×1 | ||
| VBR | $2225959 | 0.58% | 9161 | $9430 | 下跌 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1977825 | 0.52% | 8298 | $171534 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1945917 | 0.51% | 9725 | $225252 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1941565 | 0.51% | 5205 | $40998 | 上涨 ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1904856 | 0.50% | 10308 | $583367 | 上涨 ×5 | ||
| KLAC KLA Corporation - Common Stock | $1810260 | 0.48% | 6000 | $926814 | 上涨 ×1 | ||
| TCAF | $1790703 | 0.47% | 43569 | $213588 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1612971 | 0.42% | 4928 | $131545 | 下跌 ×1 | ||
| IAU | $1468480 | 0.39% | 19447 | $338788 | 上涨 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1431757 | 0.38% | 4006 | $279709 | |||
| VOE | $1404855 | 0.37% | 7110 | $79034 | 下跌 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $1400060 | 0.37% | 9548 | $37110 | 上涨 ×2 | ||
| VO | $1279477 | 0.34% | 15880 | $89026 | 上涨 ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1236216 | 0.32% | 14085 | $-57599 | 上涨 ×6 | ||
| V Visa Inc. | $1213402 | 0.32% | 3537 | $146136 | 上涨 ×2 | ||
| IWB | $1198197 | 0.31% | 2926 | $154902 | |||
| CAT Caterpillar, Inc. Common Stock | $1140413 | 0.30% | 1071 | $378783 | 下跌 ×2 | ||
| ESGV | $1037610 | 0.27% | 7846 | $154785 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $996139 | 0.26% | 3922 | $47516 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $876060 | 0.23% | 730 | $213006 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $805160 | 0.21% | 2154 | $197109 | 上涨 ×4 | ||
| GEV GE Vernova Inc. Common Stock | $614632 | 0.16% | 523 | $158012 | |||
| SPY SPY | $606956 | 0.16% | 813 | $34804 | 下跌 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $574656 | 0.15% | 2566 | $53296 | |||
| AFL AFLAC Incorporated Common Stock | $555179 | 0.15% | 4735 | $35702 | |||
| HD Home Depot, Inc. (The) Common Stock | $543833 | 0.14% | 1542 | $42605 | 上涨 ×2 | ||
| VSGX | $543284 | 0.14% | 6598 | $70006 | |||
| VNQ | $541807 | 0.14% | 5619 | $133219 | 上涨 ×2 | ||
| CVX Chevron Corporation Common Stock | $519293 | 0.14% | 3133 | $-127631 | 上涨 ×5 | ||
| IWN | $503965 | 0.13% | 2278 | $72203 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $473376 | 0.12% | 2495 | $-7717 | 上涨 ×3 | ||
| IVV | $465435 | 0.12% | 622 | $159406 | 上涨 ×4 | ||
| VGSH Vanguard Short-Term Treasury ETF | $459838 | 0.12% | 7901 | $-100624 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $421440 | 0.11% | 3721 | $-9812 | 上涨 ×4 | ||
| NOC Northrop Grumman Corporation Common Stock | $400684 | 0.11% | 787 | $-150177 | 下跌 ×1 | ||
| AGG | $395525 | 0.10% | 3996 | $-32826 | 下跌 ×1 | ||
| SCHF | $388811 | 0.10% | 14037 | 上涨 ×1 | |||
| LDOS Leidos Holdings, Inc. Common Stock | $378312 | 0.10% | 3674 | $-193068 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $352045 | 0.09% | 625 | $25370 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $337944 | 0.09% | 2306 | $-38069 | 下跌 ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $328737 | 0.09% | 9875 | $-11692 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $326221 | 0.09% | 1207 | $-48461 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $316456 | 0.08% | 7474 | $-31411 | 上涨 ×1 | ||
| AXP American Express Company Common Stock | $310852 | 0.08% | 919 | $21379 | 下跌 ×2 | ||
| T AT&T Inc. | $303308 | 0.08% | 14653 | $-94533 | 上涨 ×3 | ||
| LIN Linde plc - Ordinary Shares | $298131 | 0.08% | 575 | $19514 | 上涨 ×2 | ||
| D Dominion Energy, Inc. Common Stock | $295866 | 0.08% | 4332 | $16856 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $264300 | 0.07% | 628 | $41477 | 上涨 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $263717 | 0.07% | 635 | ||||
| SYK Stryker Corporation Common Stock | $259743 | 0.07% | 825 | $-27116 | 下跌 ×1 | ||
| VUG | $252457 | 0.07% | 2931 | $45517 | 上涨 ×2 | ||
| SCHM | $244006 | 0.06% | 6618 | $39113 | |||
| ABBV AbbVie Inc. Common Stock | $234009 | 0.06% | 930 | ||||
| MTB M&T Bank Corporation Common Stock | $216113 | 0.06% | 908 | 上涨 ×1 | |||
| VTI | $215415 | 0.06% | 582 | ||||
| CI The Cigna Group Common Stock | $209792 | 0.06% | 761 | $6795 | |||
| DIS Walt Disney Company (The) Common Stock | $203653 | 0.05% | 2116 | ||||
| HBAN Huntington Bancshares Incorporated - Common Stock | $184126 | 0.05% | 10385 | 上涨 ×1 | |||
| DSM BNY Mellon Strategic Municipal Bond Fund, Inc. Common Stock | $97460 | 0.03% | 15847 | $3491 | 上涨 ×5 | ||
| MRT | $45850 | 0.01% | 35000 | $-24150 | |||
| 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）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| CGDV | $24569198 | 6.45% | 上涨 ×6 |
| IBM | $3285434 | 0.86% | 上涨 ×6 |
| QCOM | $1904856 | 0.50% | 上涨 ×5 |
| IAU | $1468480 | 0.39% | 上涨 ×3 |
| NEE | $1236216 | 0.32% | 上涨 ×6 |
| GE | $805160 | 0.21% | 上涨 ×4 |
| CVX | $519293 | 0.14% | 上涨 ×5 |
| RTX | $473376 | 0.12% | 上涨 ×3 |
| IVV | $465435 | 0.12% | 上涨 ×4 |
| WMT | $421440 | 0.11% | 上涨 ×4 |
| T | $303308 | 0.08% | 上涨 ×3 |
| DSM | $97460 | 0.03% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VUSB | 2025年3月31日 | 15112 | $749857 | 不再跟踪 |
| SGOV | 2025年3月31日 | 5475 | $549252 | 0.0% |
| VTI | 2026年3月31日 | 1604 | $537820 | 不再跟踪 |
| TSLA | 2025年3月31日 | 835 | $337206 | 34.6% |
| UNH | 2025年6月30日 | 624 | $326820 | 24.2% |
| SAIC | 2025年9月30日 | 2354 | $265084 | 27.8% |
| DIS | 2025年3月31日 | 2325 | $258893 | 8.5% |
| HCA | 2026年6月30日 | 477 | $225697 | 6.6% |
| DIS | 2026年3月31日 | 1978 | $224982 | 11.2% |
| CEG | 2026年3月31日 | 620 | $219149 | -2.4% |
| ABBV | 2026年3月31日 | 943 | $215502 | 21.3% |
| VTI | 2025年6月30日 | 778 | $213826 | 不再跟踪 |
| UNH | 2025年12月31日 | 609 | $210288 | 17.3% |
| INTU | 2025年9月30日 | 264 | $207934 | -47.2% |
| SCHM | 2025年3月31日 | 7441 | $206199 | 不再跟踪 |
| VUG | 2025年6月30日 | 546 | $202468 | 不再跟踪 |
| PM | 2025年9月30日 | 1104 | $201072 | 17.0% |
| INDV | 2025年6月30日 | 13100 | $124843 | 157.4% |