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CWM, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CWM, LLC

报告期 2026-03-31 · CIK 0001535847

持仓数

5,671

前50大市值合计

$16.41B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$910.9M

1,394,503

5.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$861.5M

11,255,034

5.2%

IUSB ISHARES TR

CORE UNIVRSL USD

$813.7M

17,616,671

5.0%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$807.2M

17,682,357

4.9%

AAPL APPLE INC

COM

$693.1M

2,730,847

4.2%

NVDA NVIDIA CORPORATION

COM

$605.9M

3,473,955

3.7%

IVE ISHARES TR

S&P 500 VAL ETF

$542.0M

2,566,919

3.3%

IVW ISHARES TR

S&P 500 GRWT ETF

$540.4M

4,777,915

3.3%

CORO BLACKROCK ETF TRUST

ISHARES INTL CTR

$521.1M

16,208,136

3.2%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$455.6M

7,830,130

2.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$444.1M

682,869

2.7%

MSFT MICROSOFT CORP

COM

$439.2M

1,186,360

2.7%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$402.7M

3,591,581

2.5%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$368.2M

12,847,946

2.2%

QUAL ISHARES TR

MSCI USA QLT FCT

$362.4M

1,889,343

2.2%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$358.7M

14,001,534

2.2%

BOND PIMCO ETF TR

ACTIVE BD ETF

$345.3M

3,741,411

2.1%

AMZN AMAZON COM INC

COM

$337.4M

1,619,786

2.1%

LGLV SPDR SERIES TRUST

STATE STREET SPD

$317.7M

1,783,969

1.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$285.4M

653,482

1.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$283.3M

490,751

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$276.9M

962,835

1.7%

MTUM ISHARES TR

MSCI USA MMENTM

$275.8M

1,149,067

1.7%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$272.3M

2,780,818

1.7%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$264.8M

3,349,506

1.6%

BIL SPDR SERIES TRUST

STATE STREET SPD

$241.1M

2,630,828

1.5%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$235.5M

4,161,823

1.4%

IEMG ISHARES INC

CORE MSCI EMKT

$226.5M

3,247,216

1.4%

EFV ISHARES TR

EAFE VALUE ETF

$225.3M

3,030,442

1.4%

TOTL SSGA ACTIVE ETF TR

STATE STREET DOU

$216.7M

5,455,083

1.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$209.9M

7,205,154

1.3%

AVGO BROADCOM INC

COM

$206.5M

667,208

1.3%

BILS SPDR SERIES TRUST

STATE STREET SPD

$200.8M

2,019,477

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$189.1M

394,551

1.2%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$184.9M

5,610,905

1.1%

MBB ISHARES TR

MBS ETF

$183.0M

1,927,060

1.1%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$176.3M

3,864,523

1.1%

WMT WALMART INC

COM

$176.2M

1,417,724

1.1%

— EXXON MOBIL CORP

COM

$174.9M

1,030,824

1.1%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$173.6M

5,140,529

1.1%

GOVT ISHARES TR

US TREAS BD ETF

$173.0M

7,549,432

1.1%

JNJ JOHNSON & JOHNSON

COM

$169.2M

692,270

1.0%

VTV VANGUARD INDEX FDS

VALUE ETF

$167.6M

854,071

1.0%

JPM JPMORGAN CHASE & CO

COM

$161.8M

550,203

1.0%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$161.3M

1,603,698

1.0%

ULST SSGA ACTIVE ETF TR

STATE STREET ULT

$160.0M

3,949,890

1.0%

TLH ISHARES TR

10-20 YR TRS ETF

$157.0M

1,558,713

1.0%

PVAL PUTNAM ETF TRUST

FOCUSED LAR CAP

$155.1M

3,343,154

0.9%

TSLA TESLA INC

COM

$153.6M

413,279

0.9%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$144.9M

1,912,801

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

IVV5.6%SPYM5.2%IUSB5.0%SPDW4.9%AAPL4.2%NVDA3.7%