CW
CJM Wealth Advisers, Ltd.
趋势追踪型长期持有型高品质投资策略
申报总市值
US$3.3亿
申报季度: 2026-03-31 · 持股只数: 72
CJM Wealth Advisers, Ltd.在最新一期 13F 报告中披露了 72 项持股，申报期为 2026-03-31，总持股市值约为 US$3.3亿，季度换手率为 8.4%。
机构性格雪花图
- 集中度
- 52.58
- 持仓稳定性
- 8.38
- 动能／逆势
- 100
- 行业集中度
- 54.84
- 多样化
- 100
- 仓位均衡度
- 70.7
近期动向
减仓 VOO
-3.1% -US$782.3万
加仓 CGDV
+31.6% US$409.7万
加仓 XOM
-1.2% US$224.4万
减仓 QQQ
+1.4% -US$254.6万
加仓 NVDA
+199.3% US$110.6万
减仓 IWF
-2.4% -US$90.3万
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
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 28.70% | -1.82% | -3.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 15.52% | -0.49% | +1.37% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 11.14% | +0.17% | -2.57% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.62% | +0.21% | -1.97% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-其他 | 5.66% | +1.33% | +31.61% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.05% | -0.03% | -5.12% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.84% | — | -0.56% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.43% | +0.72% | -1.25% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | -0.06% | +0.32% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.01% | -0.23% | -2.39% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.54% | -0.07% | +0.64% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.23% | +0.04% | -0.69% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | -0.17% | +0.37% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.73% | -0.07% | -3.22% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.69% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | -0.13% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.68% | — | -1.91% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | +0.05% | +4.89% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | +0.07% | +20.32% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.13% | +5.14% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | +0.10% | +33.84% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.34% | +199.33% | |
| 23 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.48% | -0.05% | -4.75% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.02% | +3.60% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | +0.69% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.40% | — | -5.68% | |
| 27 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | -0.12% | +0.69% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事业 | 0.39% | +0.06% | +0.78% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | — | +0.36% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | -0.01% | +3.89% | |
| 31 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.34% | +0.10% | +29.29% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | -0.03% | +1.93% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.32% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | +0.05% | +0.31% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.27% | +0.05% | — | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.27% | -0.01% | — | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.23% | +0.02% | -10.94% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.20% | -0.03% | +1.98% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.20% | +0.07% | +8.20% | |
| 40 | GE | General Electric | 股票-工业 | 0.19% | — | +0.61% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.17% | +0.03% | +23.77% | |
| 42 | LDOS | Leidos Holdings INC | 股票-科技 | 0.17% | -0.03% | — | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.17% | +0.02% | +11.96% | |
| 44 | NOC | Northrop Grumman CORP | 股票-工业 | 0.17% | +0.03% | — | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.16% | -0.04% | — | |
| 46 | AFL | Aflac INC | 股票-金融 | 0.16% | — | — | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.15% | — | +1.94% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.15% | — | +2.51% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.14% | — | -8.75% | |
| 50 | GEV | GE Vernova INC | 股票-工业 | 0.14% | +0.04% | — |
1–50 of 72
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 72 | US$3.3亿 | 8 | |
| 2025-12-31 | 74 | US$3.3亿 | 5 | |
| 2025-09-30 | 74 | US$3.3亿 | 15 | |
| 2025-06-30 | 69 | US$3.0亿 | 0 | |
| 2025-03-31 | 67 | US$2.8亿 | 0 | |
| 2024-12-31 | 69 | US$3.0亿 | 0 | |
| 2024-09-30 | 69 | US$2.9亿 | 0 | |
| 2024-06-30 | 64 | US$2.7亿 | 0 | |
| 2024-03-31 | 66 | US$2.6亿 | 0 | |
| 2023-12-31 | 59 | US$2.3亿 | 0 | |
| 2023-09-30 | 54 | US$2.1亿 | 0 | |
| 2023-06-30 | 53 | US$2.0亿 | 0 | |
| 2023-03-31 | 57 | US$1.8亿 | 0 | |
| 2022-12-31 | 56 | US$1.6亿 | 0 | |
| 2022-09-30 | 51 | US$1.4亿 | 0 | |
| 2022-06-30 | 55 | US$1.4亿 | 0 | |
| 2022-03-31 | 60 | US$1.5亿 | 0 | |
| 2021-12-31 | 58 | US$1.4亿 | 0 |
本季持股变动
CJM Wealth Advisers, Ltd. 在 2026-03-31 最显著的持仓异动： 清仓: Vanguard Total Stock Mkt ETF (VTI); 新建仓: Meta Platforms Inc-class A (META); 清仓: Walt Disney Co/the (DIS); 清仓: Constellation Energy (CEG); 清仓: Abbvie INC (ABBV).
FAQ
CJM Wealth Advisers, Ltd. 是什么机构？属于哪种投资人类型？
CJM Wealth Advisers, Ltd. 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.3亿，分布在 72 个已申报仓位之中。
CJM Wealth Advisers, Ltd. 目前前几大持股有哪些？
根据最新 13F 申报，CJM Wealth Advisers, Ltd. 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$9420.8万 (28.7%)
2. Invesco Qqq Trust Series 1 (QQQ) — US$5096.6万 (15.5%)
3. Ishares Core S&p Midcap ETF (IJH) — US$3655.9万 (11.1%)
4. Ishares Core S&p Small-cap E (IJR) — US$2173.6万 (6.6%)
5. Cap Group Dividend Value (CGDV) — US$1857.9万 (5.7%)
CJM Wealth Advisers, Ltd. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，CJM Wealth Advisers, Ltd. 共进行了 43 项显著调整：新建仓 2 个仓位、加仓 25 个既有持股、减仓 12 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Vanguard Total Stock Mkt ETF (VTI); 新建仓: Meta Platforms Inc-class A (META); 清仓: Walt Disney Co/the (DIS); 清仓: Constellation Energy (CEG); 清仓: Abbvie INC (ABBV)
CJM Wealth Advisers, Ltd. 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，CJM Wealth Advisers, Ltd. 的主要板块分布如下：
• Information Technology: 30.0%
• Financials: 21.4%
• Energy: 17.0%
• Communication Services: 8.3%
• Consumer Discretionary: 5.7%
• Industrials: 5.7%