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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 145 项
建仓 8
增持 50
减持 83
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
EDV
VANGUARD WORLD FD
-$5.3M
5,939
-93%
建仓
KVUE
KENVUE INC
+$1.7M
97,080
建仓
AGG
ISHARES TR
+$1.2M
12,374
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。
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
20,579
清仓
XCEM
COLUMBIA ETF TR II
-$1.1M
0
-100%
建仓
BRCB
BLACK ROCK COFFEE BAR INC
+$620.8K
27,900
增持
IWM
ISHARES TR
+$595.8K
8,137
+40%
减持
MINT
PIMCO ETF TR
-$572.5K
4,766
-54%
减持
MU
MICRON TECHNOLOGY INC
+$527.4K
4,523
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$457.1K
1,236
+113%
减持
GS
GOLDMAN SACHS GROUP INC
+$433.1K
5,471
-0%
减持
AMG
AFFILIATED MANAGERS GROUP IN
-$429.2K
12,000
-26%
建仓
UNOV
INNOVATOR ETFS TRUST
+$429.1K
11,276
减持
DHX
DHI GROUP INC
-$403.8K
175,813
-28%
减持
TLT
ISHARES TR
-$384.0K
61,724
-4%
增持
GOOGL
ALPHABET INC
+$337.3K
4,203
+4%
减持
XLV
SELECT SECTOR SPDR TR
+$329.3K
21,494
-0%
增持
MBSF
VALUED ADVISERS TR
+$327.7K
201,235
+6%
清仓
DDEC
FIRST TR EXCHNG TRADED FD VI
-$321.8K
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
+$290.2K
23,399
-0%
增持
FLTR
VANECK ETF TRUST
+$277.4K
202,737
+6%
建仓
EMR
EMERSON ELEC CO
+$275.3K
2,074
减持
ORCL
ORACLE CORP
-$261.7K
2,801
-2%
增持
MSFT
MICROSOFT CORP
-$260.5K
7,724
+0%
清仓
—
SEMLER SCIENTIFIC INC
-$258.3K
0
-100%
增持
CLOI
VANECK ETF TRUST
+$257.7K
132,016
+4%
减持
WFC
WELLS FARGO CO NEW
+$228.6K
25,437
-0%
减持
AAPL
APPLE INC
+$222.9K
26,206
-3%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$221.2K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$219.2K
1,233
减持
UNH
UNITEDHEALTH GROUP INC
-$216.2K
6,957
-4%
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$211.1K
8,597
减持
—
ACCENTURE PLC IRELAND
+$210.8K
11,088
-1%
增持
CWI
SPDR INDEX SHS FDS
+$202.9K
137,293
+1%
增持
CLOZ
SERIES PORTFOLIOS TR
+$197.2K
141,217
+7%
减持
LUV
SOUTHWEST AIRLS CO
+$186.8K
20,343
-1%
减持
AVGO
BROADCOM INC
+$182.5K
21,848
-2%
增持
NTNX
NUTANIX INC
+$178.6K
11,566
+105%
减持
SIVR
ABRDN SILVER ETF TRUST
+$170.8K
8,456
-6%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$168.0K
166,498
+3%
增持
NVDA
NVIDIA CORPORATION
+$162.4K
32,003
+3%
减持
DIS
DISNEY WALT CO
-$156.7K
12,266
-10%
减持
TSLA
TESLA INC
-$155.6K
2,151
-15%
减持
HAE
HAEMONETICS CORP MASS
+$142.4K
4,544
-0%
减持
WAB
WABTEC
+$141.2K
11,694
-0%
增持
HODL
VANECK BITCOIN ETF
-$127.4K
21,625
+6%
增持
AMZN
AMAZON COM INC
+$124.4K
6,394
+4%
减持
XBI
SPDR SERIES TRUST
+$122.1K
5,691
-0%
减持
TGTX
TG THERAPEUTICS INC
-$119.4K
13,233
-7%
减持
PSX
PHILLIPS 66
-$116.8K
13,168
-1%
增持
IVW
ISHARES TR
+$115.7K
34,668
+1%
增持
BRO
BROWN & BROWN INC
-$114.4K
8,195
+0%
减持
CMA
COMERICA INC
+$107.5K
6,516
-3%
减持
SGC
SUPERIOR GROUP OF CO INC
-$105.5K
44,489
-11%
减持
BROS
DUTCH BROS INC
+$101.7K
11,519
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$98.7K
83,985
+105%
减持
OUNZ
VANECK MERK GOLD ETF
+$95.4K
31,953
-3%
减持
CSCO
CISCO SYS INC
+$93.0K
11,496
-1%
减持
BBSI
BARRETT BUSINESS SVCS INC
-$92.8K
11,010
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$90.2K
80,802
-2%
增持
NKE
NIKE INC
+$89.3K
25,273
+16%
减持
MRK
MERCK & CO INC
+$88.6K
4,847
-4%
减持
—
JOHNSON CTLS INTL PLC
+$88.5K
10,399
-1%
减持
VITL
VITAL FARMS INC
-$86.8K
9,357
-0%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$85.0K
3,800
+31%
增持
INDA
ISHARES TR
+$84.0K
18,618
+5%
减持
HRB
BLOCK H & R INC
-$83.9K
10,461
-2%
减持
JLL
JONES LANG LASALLE INC
+$83.4K
2,207
-0%
增持
VUSB
VANGUARD BD INDEX FDS
+$77.4K
99,661
+2%
减持
USPH
U S PHYSICAL THERAPY
-$75.3K
4,162
-12%
增持
VTV
VANGUARD INDEX FDS
+$72.4K
4,693
+6%
减持
GE
GE AEROSPACE
+$68.6K
11,433
-0%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$66.7K
8,953
-16%
增持
ARKB
ARK 21SHARES BITCOIN ETF
-$66.2K
8,785
+4%
减持
GDX
VANECK ETF TRUST
+$66.0K
7,936
-1%
减持
TXN
TEXAS INSTRS INC
-$63.3K
5,160
-1%
减持
STRL
STERLING INFRASTRUCTURE INC
-$63.2K
1,869
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$62.8K
2,835
+25%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$61.2K
3,371
+1%
减持
IEF
ISHARES TR
-$58.6K
4,335
-12%
增持
META
META PLATFORMS INC
-$58.1K
1,316
+4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$58.0K
4,361
-0%
增持
DIVO
AMPLIFY ETF TR
+$57.2K
26,526
+5%
减持
LITE
LUMENTUM HLDGS INC
+$57.0K
1,519
-51%
减持
INN
SUMMIT HOTEL PPTYS INC
-$56.1K
20,334
-28%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$52.3K
59,285
+1%
增持
—
EXXON MOBIL CORP
+$50.1K
6,332
+0%
减持
QQQ
INVESCO QQQ TR
+$49.1K
5,242
-1%
增持
TIP
ISHARES TR
+$45.4K
10,879
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$45.0K
121,128
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$44.9K
5,089
-0%
减持
QCOM
QUALCOMM INC
+$44.0K
11,729
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$43.7K
9,312
-3%
减持
SGOL
ETFS GOLD TR
+$43.2K
14,547
-3%
减持
LGND
LIGAND PHARMACEUTICALS INC
+$40.9K
3,531
-0%
减持
BGC
BGC GROUP INC
-$34.8K
63,840
-0%
减持
NMRK
NEWMARK GROUP INC
-$34.4K
25,827
-0%
减持
MET
METLIFE INC
-$34.2K
6,561
-2%
减持
GEV
GE VERNOVA INC
+$33.1K
951
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$32.8K
49,087
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$32.6K
11,846
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$32.5K
1,098
-3%
增持
ESGU
ISHARES TR
+$32.1K
9,446
+0%
增持
XLRE
SELECT SECTOR SPDR TR
+$31.6K
8,190
+15%
减持
VBR
VANGUARD INDEX FDS
-$31.1K
17,212
-2%
增持
SCHV
SCHWAB STRATEGIC TR
+$30.5K
10,543
+9%
减持
CCS
CENTURY CMNTYS INC
-$30.1K
5,812
-2%
减持
SCHX
SCHWAB STRATEGIC TR
+$28.7K
60,624
-0%
增持
XLU
SELECT SECTOR SPDR TR
-$27.6K
25,630
+99%
增持
JPM
JPMORGAN CHASE & CO.
+$27.3K
1,650
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$24.3K
25,328
-0%
增持
NAUG
INNOVATOR ETFS TRUST
+$23.8K
10,157
+6%
减持
MMSI
MERIT MED SYS INC
+$21.4K
5,839
-1%
增持
COST
COSTCO WHSL CORP NEW
-$21.0K
653
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$18.9K
19,862
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$17.9K
15,656
-0%
减持
BAC
BANK AMERICA CORP
+$15.8K
5,914
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.6K
607
-4%
减持
COLB
COLUMBIA BKG SYS INC
-$13.4K
21,883
-10%
减持
HCKT
HACKETT GROUP INC
-$13.2K
15,422
-7%
减持
SYNA
SYNAPTICS INC
-$13.1K
4,670
-11%
增持
EWW
ISHARES INC
+$12.9K
9,468
+0%
减持
GD
GENERAL DYNAMICS CORP
-$12.9K
2,176
-0%
减持
IVV
ISHARES TR
-$11.7K
322
-7%
增持
GSST
GOLDMAN SACHS ETF TR
+$10.5K
6,066
+4%
减持
MTZ
MASTEC INC
+$10.2K
3,319
-1%
减持
SCHA
SCHWAB STRATEGIC TR
+$9.9K
19,574
-0%
减持
NJAN
INNOVATOR ETFS TRUST
-$9.3K
9,521
-5%
增持
ESGD
ISHARES TR
+$8.9K
4,090
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$8.9K
24,578
+99%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$8.8K
16,148
+2%
减持
CME
CME GROUP INC
+$8.1K
4,849
-0%
减持
WMT
WALMART INC
+$7.4K
6,896
-7%
减持
SCHP
SCHWAB STRATEGIC TR
-$6.5K
11,611
-0%
减持
SCHM
SCHWAB STRATEGIC TR
+$6.4K
18,420
-0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$6.0K
31,278
-0%
增持
NZAC
SPDR INDEX SHS FDS
+$5.2K
10,005
+0%
减持
TRNO
TERRENO RLTY CORP
+$4.2K
3,681
-1%
增持
NUSC
NUSHARES ETF TR
+$3.0K
5,158
+0%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$1.6K
8,852
-0%
减持
SCHC
SCHWAB STRATEGIC TR
-$1.0K
8,607
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$949
5,368
-0%
增持
SUSB
ISHARES TR
+$939
8,247
+1%
增持
GRNB
VANECK ETF TRUST
+$378
10,458
+1%
增持
EAGG
ISHARES TR
+$26
9,718
+0%
