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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 137 项
建仓 8
增持 80
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MBSF
VALUED ADVISERS TR
-$1.8M
189,751
-27%
减持
FLTR
VANECK ETF TRUST
-$1.8M
191,175
-27%
减持
IVW
ISHARES TR
-$1.5M
34,440
-33%
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
—
ACCENTURE PLC IRELAND
+$1.5M
11,209
+158%
增持
AAPL
APPLE INC
+$1.4M
27,104
+0%
增持
AVGO
BROADCOM INC
+$1.2M
22,367
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
31,119
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
7,277
+67%
建仓
GOOGL
ALPHABET INC
+$978.2K
4,024
清仓
QMOM
EA SERIES TRUST
-$851.8K
0
-100%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$707.3K
161,716
+1%
增持
MSFT
MICROSOFT CORP
+$674.3K
7,715
+16%
减持
AMG
AFFILIATED MANAGERS GROUP IN
+$648.0K
16,309
-1%
减持
QQQ
INVESCO QQQ TR
-$611.4K
5,282
-23%
增持
GS
GOLDMAN SACHS GROUP INC
+$590.2K
5,495
+3%
增持
GE
GE AEROSPACE
+$577.3K
11,479
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$449.5K
3,322
+101%
增持
AMZN
AMAZON COM INC
+$424.5K
6,155
+46%
增持
CWI
SPDR INDEX SHS FDS
+$393.1K
135,415
+2%
清仓
—
PERFORMANT HEALTHCARE INC
-$383.8K
0
-100%
增持
BRO
BROWN & BROWN INC
+$374.9K
8,184
+131%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$331.0K
0
-100%
增持
COLB
COLUMBIA BKG SYS INC
+$325.9K
24,282
+90%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$321.3K
8,450
增持
COLM
COLUMBIA SPORTSWEAR CO
+$310.2K
10,706
+162%
减持
TSLA
TESLA INC
+$302.7K
2,525
-2%
建仓
NAUG
INNOVATOR ETFS TRUST
+$276.6K
9,552
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$272.2K
4,382
+3%
清仓
—
PACIFIC PREMIER BANCORP
-$260.9K
0
-100%
增持
PSX
PHILLIPS 66
+$232.8K
13,351
+1%
增持
LGND
LIGAND PHARMACEUTICALS INC
+$226.8K
3,538
+1%
建仓
AVUV
AMERICAN CENTY ETF TR
+$226.3K
2,274
增持
COST
COSTCO WHSL CORP NEW
+$223.7K
631
+73%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$221.2K
6,031
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$217.8K
8,861
+1%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$214.6K
10,838
增持
MU
MICRON TECHNOLOGY INC
+$214.4K
4,563
+2%
减持
VBR
VANGUARD INDEX FDS
+$214.0K
17,615
-1%
建仓
USB
US BANCORP DEL
+$211.5K
4,377
增持
LITE
LUMENTUM HLDGS INC
+$210.4K
3,091
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$208.1K
15,721
+3%
增持
STRL
STERLING INFRASTRUCTURE INC
+$206.8K
1,871
+1%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$206.2K
5,347
增持
XLV
SELECT SECTOR SPDR TR
+$203.1K
21,542
+4%
减持
GDX
VANECK ETF TRUST
+$191.6K
8,045
-1%
增持
EDV
VANGUARD WORLD FD
+$188.2K
83,712
+2%
增持
NMRK
NEWMARK GROUP INC
+$170.0K
25,860
+1%
清仓
BSCU
INVESCO EXCH TRD SLF IDX FD
-$168.6K
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
+$167.4K
23,502
-1%
减持
XLE
SELECT SECTOR SPDR TR
+$159.8K
40,925
-1%
增持
IWM
ISHARES TR
+$156.7K
5,816
+0%
增持
USPH
U S PHYSICAL THERAPY
+$149.4K
4,712
+47%
减持
WAB
WABTEC
-$143.0K
11,747
-2%
增持
BROS
DUTCH BROS INC
-$140.0K
11,530
+6%
减持
CLOZ
SERIES PORTFOLIOS TR
-$134.6K
132,075
-4%
减持
DIS
DISNEY WALT CO
-$134.1K
13,556
-0%
增持
TLT
ISHARES TR
+$115.6K
64,494
+1%
增持
QCOM
QUALCOMM INC
+$115.1K
11,795
+2%
增持
XBI
SPDR SERIES TRUST
+$111.6K
5,707
+3%
增持
TIP
ISHARES TR
+$109.2K
10,343
+9%
减持
ORCL
ORACLE CORP
+$106.8K
2,872
-10%
增持
HCKT
HACKETT GROUP INC
-$106.0K
16,619
+0%
减持
GD
GENERAL DYNAMICS CORP
+$104.9K
2,186
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$104.5K
12,863
+3%
减持
NKE
NIKE INC
-$103.0K
21,811
-5%
增持
VTV
VANGUARD INDEX FDS
+$101.4K
4,418
+8%
减持
MTZ
MASTEC INC
-$98.2K
3,342
-30%
增持
JLL
JONES LANG LASALLE INC
+$97.8K
2,210
+1%
增持
GEV
GE VERNOVA INC
+$96.3K
957
+3%
增持
HAE
HAEMONETICS CORP MASS
-$93.3K
4,551
+8%
减持
ESGU
ISHARES TR
+$91.2K
9,445
-0%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$89.9K
7,351
-25%
增持
TXN
TEXAS INSTRS INC
-$88.1K
5,217
+3%
清仓
—
INVO FERTILITY INC.
-$88.0K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$87.4K
120,176
+1%
增持
EWW
ISHARES INC
+$86.9K
9,435
+3%
减持
MINT
PIMCO ETF TR
-$84.2K
10,435
-8%
增持
XCEM
COLUMBIA ETF TR II
+$79.4K
29,374
+2%
增持
—
SEMLER SCIENTIFIC INC
-$73.0K
8,609
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$69.7K
11,089
+14%
减持
WFC
WELLS FARGO CO NEW
+$68.1K
25,556
-1%
减持
OUNZ
VANECK MERK GOLD ETF
+$64.8K
33,075
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$60.7K
579
+10%
增持
XLB
SELECT SECTOR SPDR TR
+$58.9K
12,338
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$58.7K
58,482
+1%
减持
CMA
COMERICA INC
+$57.9K
6,698
-0%
增持
MMSI
MERIT MED SYS INC
-$57.6K
5,926
+1%
减持
SGOL
ETFS GOLD TR
-$56.3K
15,062
-22%
增持
SCHV
SCHWAB STRATEGIC TR
+$54.8K
9,677
+18%
增持
IEF
ISHARES TR
+$53.9K
4,929
+12%
增持
BGC
BGC GROUP INC
-$45.3K
63,939
+1%
增持
CCS
CENTURY CMNTYS INC
+$43.9K
5,918
+1%
增持
—
EXXON MOBIL CORP
+$42.7K
6,314
+2%
增持
HRB
BLOCK H & R INC
-$42.6K
10,674
+1%
增持
DHX
DHI GROUP INC
-$41.6K
243,291
+1%
减持
—
JOHNSON CTLS INTL PLC
+$40.8K
10,521
-0%
增持
XLRE
SELECT SECTOR SPDR TR
+$39.6K
7,095
+13%
减持
MET
METLIFE INC
-$37.1K
6,703
-9%
减持
XLF
SELECT SECTOR SPDR TR
+$36.3K
49,298
-1%
减持
HODL
VANECK BITCOIN ETF
-$34.9K
20,457
-11%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$34.6K
2,898
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$33.5K
19,699
+2%
增持
CLOI
VANECK ETF TRUST
+$33.3K
126,442
+0%
增持
BBSI
BARRETT BUSINESS SVCS INC
+$32.0K
11,090
+1%
减持
WMT
WALMART INC
+$31.2K
7,383
-1%
增持
VUSB
VANGUARD BD INDEX FDS
+$30.8K
97,803
+0%
清仓
OABI
OMNIAB INC
-$30.0K
0
-100%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$28.0K
15,768
+10%
增持
VITL
VITAL FARMS INC
+$27.1K
9,371
+1%
增持
SGC
SUPERIOR GROUP OF CO INC
+$26.8K
50,014
+1%
减持
SIVR
ABRDN SILVER ETF TRUST
+$26.6K
9,018
-17%
减持
LUV
SOUTHWEST AIRLS CO
-$26.3K
20,495
-2%
减持
NZAC
SPDR INDEX SHS FDS
+$26.1K
9,998
-1%
增持
NJAN
INNOVATOR ETFS TRUST
+$24.8K
10,006
+0%
增持
META
META PLATFORMS INC
+$24.1K
1,262
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$23.4K
82,170
+0%
增持
IVV
ISHARES TR
+$21.8K
347
+2%
增持
TGTX
TG THERAPEUTICS INC
+$20.8K
14,225
+4%
增持
SYNA
SYNAPTICS INC
+$20.7K
5,250
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$14.8K
1,129
-5%
减持
CSCO
CISCO SYS INC
-$14.0K
11,584
-0%
增持
CME
CME GROUP INC
+$13.8K
4,871
+3%
增持
INN
SUMMIT HOTEL PPTYS INC
+$12.2K
28,249
+1%
减持
DIVO
AMPLIFY ETF TR
+$10.9K
25,202
-4%
增持
SHE
SPDR SERIES TRUST
+$8.7K
3,258
+0%
增持
INDA
ISHARES TR
+$8.4K
17,717
+8%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$6.8K
9,588
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$6.8K
5,091
-0%
增持
NTNX
NUTANIX INC
+$6.3K
5,636
+4%
减持
MRK
MERCK & CO INC
+$6.1K
5,023
-4%
增持
XLP
SELECT SECTOR SPDR TR
-$5.4K
25,415
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.6K
5,372
-2%
增持
TRNO
TERRENO RLTY CORP
+$3.2K
3,734
+0%
减持
EAGG
ISHARES TR
+$3.1K
9,681
-0%
增持
GSST
GOLDMAN SACHS ETF TR
+$1.0K
5,831
+0%
减持
GRNB
VANECK ETF TRUST
+$898
10,402
-0%
减持
SUSB
ISHARES TR
-$143
8,187
-1%
