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CWC Advisors, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CWC Advisors, LLC.
报告期 2026-03-31 · CIK 0001520683
持仓数
149
前50大市值合计
$161.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 139 项
建仓 26
增持 86
减持 18
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
FLTR
VANECK ETF TRUST
+$6.6M
259,199
建仓
CLOI
VANECK ETF TRUST
+$6.6M
124,659
建仓
MBSF
VALUED ADVISERS TR
+$6.5M
256,767
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
EDV
VANGUARD WORLD FD
+$4.6M
80,488
+394%
增持
TLT
ISHARES TR
+$4.5M
62,725
+336%
建仓
IVW
ISHARES TR
+$4.1M
44,526
建仓
CWI
SPDR INDEX SHS FDS
+$3.7M
125,494
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.6M
115,456
+106%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$3.3M
124,236
增持
BXSL
BLACKSTONE SECD LENDING FD
+$2.5M
155,820
+101%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.3M
56,248
+104%
增持
QQQ
INVESCO QQQ TR
+$2.2M
5,931
+414%
建仓
QMOM
EA SERIES TRUST
+$1.3M
22,283
建仓
NVDA
NVIDIA CORPORATION
+$1.3M
11,560
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
40,553
+35%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
20,068
+54%
增持
AVGO
BROADCOM INC
-$1.1M
23,165
+8%
建仓
OUNZ
VANECK MERK GOLD ETF
+$1.1M
36,294
增持
GE
GE AEROSPACE
+$1.0M
10,867
+55%
建仓
DIVO
AMPLIFY ETF TR
+$941.2K
23,086
增持
XLF
SELECT SECTOR SPDR TR
+$871.5K
48,632
+52%
增持
MSFT
MICROSOFT CORP
+$808.2K
6,477
+68%
增持
NKE
NIKE INC
+$800.2K
22,003
+179%
增持
GS
GOLDMAN SACHS GROUP INC
+$785.5K
5,246
+44%
增持
XLP
SELECT SECTOR SPDR TR
+$752.1K
23,965
+56%
减持
XLY
SELECT SECTOR SPDR TR
-$705.8K
6,424
-27%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$689.1K
16,023
+48%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$680.3K
0
-100%
增持
WAB
WABTEC
+$658.3K
11,616
+52%
建仓
META
META PLATFORMS INC
+$640.9K
1,112
增持
WFC
WELLS FARGO CO NEW
+$628.9K
25,194
+50%
增持
UNH
UNITEDHEALTH GROUP INC
+$605.7K
2,977
+58%
建仓
SGOL
ETFS GOLD TR
+$577.4K
19,363
增持
PSX
PHILLIPS 66
+$549.4K
13,439
+38%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$544.2K
79,541
+12%
增持
CME
CME GROUP INC
+$538.6K
4,588
+57%
增持
QCOM
QUALCOMM INC
+$519.7K
11,558
+41%
增持
VUSB
VANGUARD BD INDEX FDS
+$512.9K
95,027
+12%
增持
XLC
SELECT SECTOR SPDR TR
+$512.8K
14,816
+57%
增持
GEV
GE VERNOVA INC
+$494.0K
3,633
+94%
清仓
ICOW
PACER FDS TR
-$489.9K
0
-100%
增持
—
EXXON MOBIL CORP
+$459.2K
5,799
+171%
增持
XLK
SELECT SECTOR SPDR TR
+$455.5K
7,804
+57%
增持
INDA
ISHARES TR
+$443.4K
15,160
+137%
建仓
HODL
VANECK BITCOIN ETF
+$424.6K
18,216
增持
XLU
SELECT SECTOR SPDR TR
+$395.8K
14,770
+45%
建仓
JPM
JPMORGAN CHASE & CO.
+$392.2K
1,599
减持
TSLA
TESLA INC
-$387.0K
2,583
-1%
增持
XLB
SELECT SECTOR SPDR TR
+$372.7K
11,575
+56%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$362.8K
1,459
增持
BROS
DUTCH BROS INC
+$339.4K
10,478
+79%
增持
AMZN
AMAZON COM INC
+$334.7K
3,918
+109%
减持
SCHC
SCHWAB STRATEGIC TR
-$327.7K
8,418
-54%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$326.2K
0
-100%
建仓
NTNX
NUTANIX INC
+$325.0K
4,656
建仓
SIVR
ABRDN SILVER ETF TRUST
+$321.3K
9,883
建仓
GSST
GOLDMAN SACHS ETF TR
+$317.6K
6,285
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$314.8K
4,112
+58%
建仓
MU
MICRON TECHNOLOGY INC
+$314.4K
3,618
建仓
COST
COSTCO WHSL CORP NEW
+$311.2K
329
增持
AAPL
APPLE INC
+$308.1K
28,012
+19%
增持
—
ACCENTURE PLC IRELAND
+$300.3K
4,321
+45%
增持
TXN
TEXAS INSTRS INC
+$287.7K
4,893
+55%
减持
VBR
VANGUARD INDEX FDS
-$272.8K
17,479
-2%
建仓
COLM
COLUMBIA SPORTSWEAR CO
+$266.7K
3,524
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$263.5K
5,205
建仓
BAC
BANK AMERICA CORP
+$250.3K
5,999
清仓
IVV
ISHARES TR
-$246.7K
0
-100%
增持
LUV
SOUTHWEST AIRLS CO
+$234.1K
20,296
+52%
建仓
TRNO
TERRENO RLTY CORP
+$229.6K
3,631
建仓
XLRE
SELECT SECTOR SPDR TR
+$225.0K
5,376
清仓
NUSC
NUSHARES ETF TR
-$215.5K
0
-100%
清仓
USB
US BANCORP DEL
-$208.9K
0
-100%
清仓
LITE
LUMENTUM HLDGS INC
-$200.8K
0
-100%
建仓
—
NAYA BIOSCIENCES INC
+$200.1K
100,038
增持
EWW
ISHARES INC
+$194.8K
8,843
+62%
增持
MMSI
MERIT MED SYS INC
+$186.9K
5,737
+32%
增持
DIS
DISNEY WALT CO
-$160.9K
14,212
+1%
增持
HRB
BLOCK H & R INC
+$153.9K
10,359
+32%
增持
CSCO
CISCO SYS INC
+$153.2K
12,030
+21%
增持
BGC
BGC GROUP INC
+$143.1K
61,825
+32%
增持
XCEM
COLUMBIA ETF TR II
+$133.8K
26,746
+21%
增持
XBI
SPDR SER TR
+$124.7K
5,367
+56%
增持
JLL
JONES LANG LASALLE INC
+$121.0K
2,134
+32%
增持
HCKT
HACKETT GROUP INC
+$96.6K
16,172
+32%
增持
BBSI
BARRETT BUSINESS SVCS INC
+$88.2K
10,753
+32%
减持
GDX
VANECK ETF TRUST
+$87.7K
8,665
-5%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$85.8K
8,579
+33%
增持
NJAN
INNOVATOR ETFS TRUST
+$84.9K
9,566
+28%
清仓
—
NAYA BIOSCIENCES INC
-$81.4K
0
-100%
增持
LGND
LIGAND PHARMACEUTICALS INC
+$81.1K
3,430
+31%
增持
DAL
DELTA AIR LINES INC DEL
+$79.2K
23,070
+51%
增持
VTV
VANGUARD INDEX FDS
+$72.5K
3,854
+10%
减持
SCHX
SCHWAB STRATEGIC TR
-$71.5K
61,194
-0%
增持
ORCL
ORACLE CORP
-$68.3K
2,605
+0%
增持
CCS
CENTURY CMNTYS INC
+$67.1K
5,731
+32%
增持
ESGU
ISHARES TR
-$63.5K
9,510
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$63.2K
614
+5%
增持
—
PERFORMANT HEALTHCARE INC
+$61.9K
93,671
+31%
增持
NMRK
NEWMARK GROUP INC
+$60.3K
25,076
+31%
增持
MTZ
MASTEC INC
+$59.2K
4,630
+31%
增持
COLB
COLUMBIA BKG SYS INC
+$58.6K
12,476
+33%
减持
LMT
LOCKHEED MARTIN CORP
-$58.3K
1,337
-1%
增持
IWM
ISHARES TR
+$57.1K
5,717
+17%
增持
SGC
SUPERIOR GROUP OF CO INC
+$56.9K
48,060
+69%
增持
TIP
ISHARES TR
+$53.8K
8,962
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$49.2K
19,676
-0%
增持
IEF
ISHARES TR
+$47.6K
3,993
+11%
减持
WMT
WALMART INC
-$40.3K
7,530
-3%
增持
MET
METLIFE INC
+$39.4K
7,743
+9%
增持
—
SEMLER SCIENTIFIC INC
-$36.3K
8,341
+33%
增持
SYNA
SYNAPTICS INC
+$32.7K
5,083
+33%
减持
SCHM
SCHWAB STRATEGIC TR
-$29.4K
18,526
-0%
增持
—
PACIFIC PREMIER BANCORP
+$29.0K
12,058
+32%
增持
STRL
STERLING INFRASTRUCTURE INC
-$26.1K
1,815
+32%
减持
CMA
COMERICA INC
-$25.0K
6,824
-1%
增持
ESGD
ISHARES TR
+$24.1K
4,091
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$23.8K
19,326
-0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$23.4K
10,104
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$23.2K
5,100
+0%
增持
HAE
HAEMONETICS CORP MASS
+$21.0K
4,118
+34%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$19.7K
13,312
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$18.7K
482
-2%
增持
VITL
VITAL FARMS INC
+$18.6K
9,077
+33%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$14.2K
7,842
+8%
增持
DHX
DHI GROUP INC
+$13.4K
235,603
+33%
增持
EAGG
ISHARES TR
+$11.3K
9,720
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
+$11.0K
30,227
-0%
减持
SCHP
SCHWAB STRATEGIC TR
+$10.9K
11,269
-0%
增持
NZAC
SPDR INDEX SHS FDS
-$8.4K
10,087
+0%
增持
MRK
MERCK & CO INC
-$7.0K
5,552
+9%
增持
INN
SUMMIT HOTEL PPTYS INC
+$5.5K
27,307
+32%
增持
OABI
OMNIAB INC
-$4.8K
16,801
+32%
增持
GRNB
VANECK ETF TRUST
+$4.7K
10,455
+0%
增持
SHE
SPDR SER TR
-$4.4K
3,265
+0%
减持
—
JOHNSON CTLS INTL PLC
-$4.4K
11,087
-2%
增持
SUSB
ISHARES TR
+$3.5K
8,246
+1%
清仓
—
SPLASH BEVERAGE GROUP INC
-$1.6K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
+$164
2,308
-3%
