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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 64
减持 65
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VUSB
VANGUARD BD INDEX FDS
+$6.7M
234,837
+136%
建仓
SPAB
SPDR SERIES TRUST
+$4.8M
189,057
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$4.4M
0
-100%
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。
减持
GS
GOLDMAN SACHS GROUP INC
-$2.2M
3,042
-44%
减持
XLE
SELECT SECTOR SPDR TR
+$1.3M
81,766
-3%
清仓
AGG
ISHARES TR
-$1.2M
0
-100%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$925.9K
12,240
增持
MSFT
MICROSOFT CORP
-$875.6K
7,726
+0%
增持
IWM
ISHARES TR
+$873.6K
11,599
+43%
减持
AVGO
BROADCOM INC
-$843.1K
21,707
-1%
增持
—
ACCENTURE PLC IRELAND
-$701.5K
11,465
+3%
减持
PSX
PHILLIPS 66
+$676.6K
13,041
-1%
增持
TLT
ISHARES TR
+$619.1K
69,200
+12%
建仓
FITB
FIFTH THIRD BANCORP
+$580.1K
12,487
清仓
CMA
COMERICA INC
-$566.4K
0
-100%
减持
AAPL
APPLE INC
-$537.8K
25,953
-1%
清仓
HODL
VANECK BITCOIN ETF
-$534.8K
0
-100%
减持
QCOM
QUALCOMM INC
-$514.1K
11,587
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$479.3K
559
-55%
减持
NVDA
NVIDIA CORPORATION
-$473.9K
31,506
-2%
减持
WAB
WABTEC
+$420.9K
11,672
-0%
清仓
SCHG
SCHWAB STRATEGIC TR
-$386.4K
0
-100%
增持
DHX
DHI GROUP INC
+$365.8K
227,141
+29%
减持
WFC
WELLS FARGO & CO
-$362.6K
25,224
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$342.6K
7,221
+4%
减持
AMG
AFFILIATED MANAGERS GROUP
-$330.2K
11,309
-6%
增持
—
EXXON MOBIL CORP
+$322.8K
6,394
+1%
减持
MTZ
MASTEC INC
+$313.3K
3,216
-3%
清仓
SCHV
SCHWAB STRATEGIC TR
-$312.2K
0
-100%
减持
GE
GE AEROSPACE
-$298.3K
11,359
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$283.5K
48,713
-1%
清仓
EMR
EMERSON ELEC CO
-$275.3K
0
-100%
增持
BRCB
BLACK ROCK COFFEE BAR INC
+$262.8K
68,391
+145%
建仓
FC
FRANKLIN COVEY CO
+$262.7K
16,635
建仓
CVX
CHEVRON CORPORATION
+$260.5K
1,259
减持
SCHX
SCHWAB STRATEGIC TR
-$255.1K
53,678
-11%
增持
MU
MICRON TECHNOLOGY INC
+$254.4K
4,574
+1%
增持
IVW
ISHARES TR
-$248.4K
35,583
+3%
增持
NJAN
INNOVATOR ETFS TRUST
+$244.0K
14,370
+51%
增持
TGTX
TG THERAPEUTICS INC
+$239.4K
19,081
+44%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$237.0K
2,528
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$231.3K
2,109
减持
AMZN
AMAZON COM INC
-$228.5K
5,989
-6%
建仓
CAT
CATERPILLAR INC
+$221.0K
312
清仓
IVV
ISHARES TR
-$220.6K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$219.2K
0
-100%
清仓
SMDV
PROSHARES TR
-$214.8K
0
-100%
减持
MINT
PIMCO ETF TR
-$206.5K
2,702
-43%
建仓
NNOV
INNOVATOR ETFS TRUST
+$203.6K
7,306
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$200.1K
4,289
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$195.7K
21,360
-1%
减持
GEV
GE VERNOVA INC
+$191.1K
931
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$183.2K
84,193
+4%
增持
OUNZ
VANECK MERK GOLD ETF
+$173.2K
33,266
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$166.6K
3,432
+2%
减持
STRL
STERLING INFRASTRUCTURE INC
+$163.2K
1,806
-3%
增持
QQQ
INVESCO QQQ TR
-$162.9K
5,297
+1%
增持
DIS
DISNEY WALT CO
-$149.1K
12,932
+5%
增持
NTNX
NUTANIX INC
-$142.9K
11,968
+3%
增持
CWI
SPDR INDEX SHS FDS
+$138.3K
138,560
+1%
增持
TSLA
TESLA INC
-$138.0K
2,231
+4%
增持
KVUE
KENVUE INC
+$137.6K
105,115
+8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$136.8K
124,198
+3%
减持
BROS
DUTCH BROS INC
-$133.0K
11,294
-2%
减持
HAE
HAEMONETICS CORP MASS
-$132.8K
4,105
-10%
增持
COST
COSTCO WHOLESALE CORPORATION
+$131.4K
697
+7%
减持
LMT
LOCKHEED MARTIN CORP
+$130.1K
1,094
-0%
减持
HRB
BLOCK H & R INC
-$129.4K
10,288
-2%
清仓
AGNC
AGNC INVT CORP
-$126.0K
0
-100%
增持
ORCL
ORACLE CORP
-$123.2K
2,874
+3%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$121.6K
5,711
-35%
减持
MMSI
MERIT MED SYS INC
-$119.0K
5,740
-2%
减持
XLC
SELECT SECTOR SPDR TR
-$117.9K
15,561
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$113.8K
61,065
+3%
减持
—
JOHNSON CONTROLS INTERNATION
+$108.5K
10,338
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$107.7K
9,217
-1%
减持
TXN
TEXAS INSTRS INC
+$106.2K
5,158
-0%
增持
VBR
VANGUARD INDEX FDS
+$104.8K
17,262
+0%
增持
BRO
BROWN & BROWN INC
-$99.9K
8,484
+4%
增持
FLTR
VANECK ETF TRUST
+$96.7K
206,533
+2%
减持
XLP
SELECT SECTOR SPDR TR
+$96.4K
25,175
-1%
减持
XLB
SELECT SECTOR SPDR TR
+$94.5K
24,196
-2%
增持
HCKT
HACKETT GROUP INC
-$91.8K
16,216
+5%
增持
GDX
VANECK ETF TRUST
+$91.3K
8,412
+6%
减持
JLL
JONES LANG LASALLE INC
-$90.1K
2,144
-3%
减持
CME
CME GROUP INC
+$89.7K
4,787
-1%
增持
META
META PLATFORMS INC
-$89.4K
1,362
+3%
减持
DAL
DELTA AIR LINES INC
-$88.9K
23,089
-1%
减持
BBSI
BARRETT BUSINESS SVCS INC
-$88.4K
10,632
-3%
减持
SGOL
ETFS GOLD TR
-$87.5K
11,433
-21%
增持
VTV
VANGUARD INDEX FDS
+$87.4K
5,014
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$85.6K
3,392
+20%
减持
LUV
SOUTHWEST AIRLS CO
-$84.2K
20,139
-1%
减持
WMT
WALMART INC
+$83.8K
6,856
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$82.8K
15,947
-20%
建仓
PML
PIMCO MUN INCOME FD II
+$81.5K
10,761
增持
IEF
ISHARES TR
+$81.3K
5,220
+20%
减持
NMRK
NEWMARK GROUP INC
-$77.7K
24,691
-4%
减持
XLU
SELECT SECTOR SPDR TR
+$74.2K
25,459
-1%
减持
MRK
MERCK & CO INC
+$71.8K
4,838
-0%
增持
GQGU
ADVISORS INNER CIRCLE FD III
+$70.9K
10,479
+22%
减持
LITE
LUMENTUM HLDGS INC
+$69.8K
896
-41%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$68.7K
4,430
+17%
增持
SGC
SUPERIOR GROUP OF CO INC
+$68.2K
49,097
+10%
增持
GOOGL
ALPHABET INC
-$66.1K
4,345
+3%
增持
TIP
ISHARES TR
+$64.4K
11,418
+5%
增持
MBSF
VALUED ADVISERS TR
+$59.1K
204,614
+2%
增持
CLOZ
SERIES PORTFOLIOS TR
-$57.8K
143,534
+2%
减持
MET
METLIFE INC
-$56.9K
6,519
-1%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$56.5K
14,523
+34%
增持
XLRE
SELECT SECTOR SPDR TR
+$54.1K
9,419
+15%
增持
SIVR
ABRDN SILVER ETF TRUST
+$53.0K
8,727
+3%
增持
INDA
ISHARES TR
-$51.0K
20,394
+10%
减持
NAUG
INNOVATOR ETFS TRUST
-$48.6K
8,697
-14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$45.7K
21,314
+4%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$45.2K
14,622
-9%
增持
JPM
JPMORGAN CHASE & CO
-$44.5K
1,656
+0%
增持
DIVO
AMPLIFY ETF TR
+$42.0K
27,256
+3%
减持
EWW
ISHARES INC
+$40.6K
9,265
-2%
增持
COLM
COLUMBIA SPORTSWEAR CO
+$39.0K
9,711
+8%
减持
GSST
GOLDMAN SACHS ETF TR
-$37.9K
5,308
-12%
减持
BGC
BGC GROUP INC
+$36.0K
61,969
-3%
增持
ARKB
ARK 21SHARES BITCOIN ETF
-$34.9K
9,790
+11%
增持
UNOV
INNOVATOR ETFS TRUST
+$34.7K
12,446
+10%
增持
COLB
COLUMBIA BKG SYS INC
+$32.7K
23,490
+7%
减持
SCHM
SCHWAB STRATEGIC TR
-$32.6K
16,838
-9%
增持
CLOI
VANECK ETF TRUST
+$32.4K
132,906
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$31.7K
5,049
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$31.2K
18,098
-8%
减持
EDV
VANGUARD WORLD FD
-$28.0K
5,514
-7%
增持
VITL
VITAL FARMS INC
-$25.8K
19,336
+107%
减持
XBI
SPDR SERIES TRUST
+$25.2K
5,630
-1%
增持
IWF
ISHARES TR
-$24.0K
542
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$19.9K
30,621
-2%
增持
INN
SUMMIT HOTEL PPTYS
+$19.0K
26,701
+31%
减持
SCHC
SCHWAB STRATEGIC TR
-$16.4K
8,034
-7%
减持
CCS
CENTURY COMMUNITIES INC
-$15.9K
5,735
-1%
增持
SHE
SPDR SERIES TRUST
-$13.8K
3,259
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$11.8K
612
+1%
减持
GD
GENERAL DYNAMICS CORP
+$10.2K
2,164
-1%
增持
SYNA
SYNAPTICS INC
+$10.1K
5,079
+9%
减持
TRNO
TERRENO RLTY CORP
+$9.9K
3,679
-0%
减持
LGND
LIGAND PHARMACEUTICALS INC
+$9.0K
3,389
-4%
减持
SCHP
SCHWAB STRATEGIC TR
-$5.1K
11,368
-2%
增持
USPH
U S PHYSICAL THERAPY
+$5.0K
4,402
+6%
增持
NKE
NIKE INC
+$4.2K
30,563
+21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.1K
5,286
-2%
增持
GRNB
VANECK ETF TRUST
-$3.9K
10,460
+0%
减持
CSCO
CISCO SYS INC
+$2.4K
11,444
-0%
增持
SUSB
ISHARES TR
-$1.4K
8,249
+0%
