CP

CIBC Private Wealth Group LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$591.6亿

申报季度: 2025-12-31 · 持股只数: 3694

CIBC Private Wealth Group LLC在最新一期 13F 报告中披露了 3694 项持股，申报期为 2025-12-31，总持股市值约为 US$591.6亿，季度换手率为 16.4%。

机构性格雪花图

集中度
5.63
持仓稳定性
16.38
动能／逆势
69.75
行业集中度
65.47
多样化
100
仓位均衡度
31.57

近期动向

  • 加仓 GOOGL

    -2.4%　US$4.1亿

  • 加仓 LLY

    +37.7%　US$4.0亿

  • 减仓 WDAY

    -94.7%　-US$3.2亿

  • 减仓 MSFT

    -0.9%　-US$2.6亿

  • 加仓 SPY

    +183.8%　US$2.9亿

  • 加仓 INTU

    +811.7%　US$2.7亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 3397 大持股（共 3694 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1MSFTMicrosoft CORP股票-科技5.34%-0.51%-0.94%
2AAPLApple INC股票-科技4.85%+0.19%-1.25%
3AMZNAmazon.com INC股票-周期性消费3.88%—-5.92%
4NVDANvidia CORP股票-科技3.82%—-0.70%
5GOOGLAlphabet Inc-cl A股票-通信服务3.41%+0.66%-2.38%
6JPMJpmorgan Chase & Co股票-金融1.72%—-1.16%
7AVGOBroadcom INC股票-科技1.63%+0.21%+10.67%
8METAMeta Platforms Inc-class A股票-通信服务1.62%—+6.68%
9VVisa Inc-class A Shares股票-金融1.62%—-1.29%
10GOOGAlphabet Inc-cl C股票-通信服务1.59%+0.28%-4.15%
11LLYEli Lilly & Co股票-医疗保健1.38%+0.66%+37.75%
12AZNNAstrazeneca Plc-spons Adr股票-其他1.26%+0.19%-0.89%
13ODFLOld Dominion Freight Line股票-工业1.15%+0.10%-0.26%
14VOVanguard Mid-cap ETFETF-其他1.07%+0.14%+18.11%
15BXBlackstone INC股票-金融1.04%-0.15%-1.47%
16RTXRtx CORP股票-工业1.04%-0.16%-19.88%
17NEENextera Energy INC股票-公用事业1.02%—-0.63%
18VOOVanguard S&p 500 ETFETF-大型股与成长1.00%+0.14%+14.44%
19IWFIshares Russell 1000 GrowthETF-其他0.95%+0.19%+26.37%
20ABTAbbott Laboratories股票-医疗保健0.83%—-2.09%
21XOMExxon Mobil CORP股票-能源0.82%—-1.33%
22TMOThermo Fisher Scientific INC股票-医疗保健0.79%+0.10%-3.36%
23ATMPIpath Select Mlp EtnETF-其他0.79%—+1.62%
24DHRDanaher CORP股票-医疗保健0.79%+0.10%+0.23%
25SPGIS&p Global INC股票-金融0.78%—-2.01%
26HWMHowmet Aerospace INC股票-工业0.78%—-3.20%
27CMECme Group INC股票-金融0.77%—-1.60%
28TJXTjx Companies INC股票-周期性消费0.77%—-1.09%
29SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.74%+0.48%+183.75%
30SGOVIshares 0-3 Month Treasury BETF-政府公债0.70%+0.39%+129.31%
31UNPUnion Pacific CORP股票-工业0.69%—-1.43%
32ASMLASML Holding N.V.股票-科技0.67%—+0.55%
33LINLinde plc股票-原材料0.65%—+11.48%
34APHAmphenol Corp-cl A股票-科技0.65%—-2.23%
35ICEIntercontinental Exchange In股票-金融0.64%—-1.17%
36MNSTMonster Beverage CORP股票-非周期性消费0.64%—-1.86%
37TELTE Connectivity plc股票-科技0.61%-0.18%-23.72%
38VBVanguard Small-cap ETFETF-其他0.61%—+10.06%
39JKHYJack Henry & Associates INC股票-科技0.58%+0.10%-0.00%
40MCDMcdonald's CORP股票-周期性消费0.58%—-1.20%
41QCOMQualcomm INC股票-科技0.57%-0.20%-27.03%
42PLDPrologis INC股票-房地产0.57%—-2.14%
43VEAVanguard Ftse Developed ETFETF-其他0.56%—+13.03%
44UNHUnitedhealth Group INC股票-医疗保健0.53%—-6.42%
45IWRIshares Russell Mid-cap ETFETF-其他0.51%—+6.38%
46INTUIntuit INC股票-科技0.51%+0.45%+811.71%
47SYKStryker CORP股票-医疗保健0.51%—-3.28%
48MAMastercard INC - A股票-金融0.50%—-2.74%
49ADPAutomatic Data Processing股票-科技0.50%-0.10%-3.35%
50MLMMartin Marietta Materials股票-原材料0.50%—-1.41%
1–50 of 3,397

本季持股变动

CIBC Private Wealth Group LLC 在 2025-12-31 最显著的持仓异动： 减仓: Alphabet Inc-cl A (GOOGL) — 股数 -2.38%; 加仓: Eli Lilly & Co (LLY) — 股数 +37.75%; 减仓: Workday Inc-class A (WDAY) — 股数 -94.75%; 减仓: Microsoft CORP (MSFT) — 股数 -0.94%; 加仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 +183.75%.

CIBC Private Wealth Group LLC 于截至 2025-12-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GOOGLAlphabet Inc-cl A+0.7%-2.38%减仓
2LLYEli Lilly & Co+0.7%+37.75%加仓
3SPYSs Spdr S&p 500 ETF Trust-us+0.5%+183.75%加仓
4INTUIntuit INC+0.5%+811.71%加仓
5SGOVIshares 0-3 Month Treasury B+0.4%+129.31%加仓
6GOOGAlphabet Inc-cl C+0.3%-4.15%减仓
7AVGOBroadcom INC+0.2%+10.67%加仓
8AMDAdvanced Micro Devices+0.2%+789.09%加仓
9AAPLApple INC+0.2%-1.25%减仓
10IWFIshares Russell 1000 Growth+0.2%+26.37%加仓
11AZNNAstrazeneca Plc-spons Adr+0.2%-0.89%减仓
12EXEExpand Energy CORP+0.2%+64.16%加仓
13ACWXIshares Msci Acwi Ex US ETF+0.2%+10101.62%加仓
14VOVanguard Mid-cap ETF+0.1%+18.11%加仓
15IWPIshares Russell Mid-cap Grow+0.1%+103.90%加仓
16VOOVanguard S&p 500 ETF+0.1%+14.44%加仓
17IWBIshares Russell 1000 ETF+0.1%+51.63%加仓
18ODFLOld Dominion Freight Line+0.1%-0.26%减仓
19JKHYJack Henry & Associates INC+0.1%-0.00%减仓
20DHRDanaher CORP+0.1%+0.23%加仓
21TMOThermo Fisher Scientific INC+0.1%-3.36%减仓
22CDNSCadence Design Sys INC+0.1%+163.99%加仓
23KGSKodiak Gas Services INC+0.1%+3046.26%加仓
24ISRGIntuitive Surgical INC+0.1%-1.53%减仓
25CELHCelsius Holdings INC-0.1%-99.43%减仓
26VICIVici Properties INC-0.1%-11.25%减仓
27AXONAxon Enterprise INC-0.1%-29.77%减仓
28ZTSZoetis INC-0.1%-11.69%减仓
29AJGArthur J Gallagher & Co-0.1%-61.77%减仓
30HDHome Depot INC-0.1%-1.17%减仓
31ADPAutomatic Data Processing-0.1%-3.35%减仓
32CSGPCostar Group INC-0.1%-25.31%减仓
33AMTAmerican Tower CORP-0.1%-17.81%减仓
34FOURShift4 Payments Inc-class A-0.1%-99.72%减仓
35ARESAres Management CORP - A-0.1%-45.90%减仓
36MDLZMondelez International Inc-a-0.1%-11.48%减仓
37LNGCheniere Energy INC-0.1%-4.92%减仓
38BXBlackstone INC-0.2%-1.47%减仓
39NOWServicenow INC-0.2%-1.04%减仓
40RTXRtx CORP-0.2%-19.88%减仓
41AVAVAerovironment INC-0.2%-98.94%减仓
42NFLXNetflix INC-0.2%+682.52%加仓
43SPOTSpotify Technology S.A.-0.2%-96.76%减仓
44TELTE Connectivity plc-0.2%-23.72%减仓
45SESea Ltd-adr-0.2%-99.18%减仓
46QCOMQualcomm INC-0.2%-27.03%减仓
47CVXChevron CORP-0.3%-70.37%减仓
48FISVFiserv INC-0.4%-95.84%减仓
49MSFTMicrosoft CORP-0.5%-0.94%减仓
50WDAYWorkday Inc-class A-0.5%-94.75%减仓

FAQ

CIBC Private Wealth Group LLC 是什么机构？属于哪种投资人类型？
CIBC Private Wealth Group LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2025-12-31），该机构追踪的股票投资组合估值约为 US$591.6亿，分布在 3694 个已申报仓位之中。
CIBC Private Wealth Group LLC 目前前几大持股有哪些？
根据最新 13F 申报，CIBC Private Wealth Group LLC 按市值排列的前几大持股为： 1. Microsoft CORP (MSFT) — US$31.6亿 (5.3%) 2. Apple INC (AAPL) — US$28.7亿 (4.8%) 3. Amazon.com INC (AMZN) — US$23.0亿 (3.9%) 4. Nvidia CORP (NVDA) — US$22.6亿 (3.8%) 5. Alphabet Inc-cl A (GOOGL) — US$20.2亿 (3.4%)
CIBC Private Wealth Group LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，CIBC Private Wealth Group LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 17 个既有持股、减仓 33 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Alphabet Inc-cl A (GOOGL) — 股数 -2.38%; 加仓: Eli Lilly & Co (LLY) — 股数 +37.75%; 减仓: Workday Inc-class A (WDAY) — 股数 -94.75%; 减仓: Microsoft CORP (MSFT) — 股数 -0.94%; 加仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 +183.75%
CIBC Private Wealth Group LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，CIBC Private Wealth Group LLC 的主要板块分布如下： • Information Technology: 38.4% • Communication Services: 14.4% • Financials: 13.4% • Health Care: 13.0% • Consumer Discretionary: 10.7% • Industrials: 5.6%