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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

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 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 9增持 76减持 65

方向

标的

Δ市值

现股数(环比)

减持

GOVT ISHARES TR

-$185.3M

3,792,066 -68%

增持

TFLO ISHARES TR

+$164.2M

4,031,492 +406%

增持

IVV ISHARES TR

+$153.0M

3,192,270 +17%

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

QUAL ISHARES TR

-$152.3M

4,580,292 -18%

减持

ESGU ISHARES TR

-$125.4M

1,537,145 -44%

减持

IYW ISHARES TR

-$106.0M

718,717 -57%

增持

TLT ISHARES TR

+$100.6M

1,257,881 +1082%

增持

IJH ISHARES TR

+$93.9M

469,245 +431%

减持

IEMG ISHARES INC

-$85.0M

3,184,564 -34%

增持

USIG ISHARES TR

+$82.5M

1,785,041 +2623%

减持

MBB ISHARES TR

-$78.2M

2,580,647 -22%

减持

TLH ISHARES TR

-$77.2M

120,467 -85%

增持

EFV ISHARES TR

+$73.0M

5,552,815 +37%

增持

IVW ISHARES TR

+$72.7M

2,394,758 +85%

减持

IUSB ISHARES TR

-$67.2M

20,487,343 -3%

减持

BND VANGUARD BD INDEX FDS

-$63.8M

41,723 -95%

增持

TIP ISHARES TR

+$59.0M

603,151 +1732%

减持

USMV ISHARES TR

-$55.4M

2,964,965 -18%

增持

SPYM SPDR SER TR

+$50.9M

4,470,651 +34%

减持

AGG ISHARES TR

-$49.0M

191,006 -72%

减持

DECK DECKERS OUTDOOR CORP

-$40.7M

1,773 -98%

建仓

JVAL J P MORGAN EXCHANGE TRADED F

+$39.6M

1,142,131

增持

— EXXON MOBIL CORP

+$32.6M

539,976 +87%

增持

SPDW SPDR INDEX SHS FDS

+$32.3M

7,110,720 +23%

增持

JGRO J P MORGAN EXCHANGE TRADED F

+$32.2M

647,212 +1238%

减持

SCHD SCHWAB STRATEGIC TR

-$32.1M

1,362,088 -23%

减持

EFG ISHARES TR

-$30.9M

1,358,417 -12%

减持

DGRO ISHARES TR

-$30.9M

1,395,707 -28%

增持

SGOV ISHARES TR

+$29.8M

343,064 +628%

减持

WEC WEC ENERGY GROUP INC

-$27.6M

17,543 -95%

增持

SPAB SPDR SER TR

+$27.2M

8,818,408 +19%

增持

SPYV SPDR SER TR

+$26.4M

3,552,721 +28%

建仓

DBND DOUBLELINE ETF TRUST

+$26.2M

593,943

增持

SCHR SCHWAB STRATEGIC TR

+$25.5M

594,765 +881%

减持

STPZ PIMCO ETF TR

-$25.5M

4,782 -99%

建仓

TAXF AMERICAN CENTY ETF TR

+$25.2M

525,582

增持

ED CONSOLIDATED EDISON INC

+$24.0M

293,740 +2247%

减持

ICF ISHARES TR

-$22.5M

3,980 -99%

减持

IVE ISHARES TR

-$21.6M

448,986 -20%

增持

SPMD SPDR SER TR

+$21.3M

2,596,106 +29%

增持

META META PLATFORMS INC

+$20.9M

191,773 +50%

增持

BOND PIMCO ETF TR

+$20.1M

2,155,110 +17%

增持

SPTM SPDR SER TR

+$19.9M

2,144,635 +26%

增持

CORP PIMCO ETF TR

+$19.0M

460,884 +90%

增持

EAGG ISHARES TR

+$18.0M

585,465 +223%

建仓

XHLF BONDBLOXX ETF TRUST

+$17.8M

353,231

增持

JPST J P MORGAN EXCHANGE TRADED F

+$17.4M

825,166 +73%

增持

SPSM SPDR SER TR

+$16.4M

1,324,764 +59%

增持

NVDA NVIDIA CORPORATION

+$16.2M

169,264 +25%

增持

MOAT VANECK ETF TRUST

+$16.1M

758,398 +46%

减持

ITM VANECK ETF TRUST

-$15.9M

40,604 -89%

建仓

IGE ISHARES TR

+$15.7M

377,741

减持

SPTS SPDR SER TR

-$15.5M

1,137,156 -32%

减持

SUSC ISHARES TR

-$15.4M

1,509,650 -29%

减持

CRM SALESFORCE INC

-$14.4M

41,984 -61%

增持

BILS SPDR SER TR

+$14.3M

1,515,252 +11%

减持

AMD ADVANCED MICRO DEVICES INC

-$14.2M

155,413 -41%

增持

GOOGL ALPHABET INC

+$13.9M

531,692 +14%

建仓

CMDT PIMCO ETF TR

+$13.9M

507,491

减持

IEF ISHARES TR

-$13.5M

72,993 -65%

增持

GTO INVESCO ACTIVELY MANAGED ETF

+$13.4M

657,619 +91%

减持

LDUR PIMCO ETF TR

-$13.0M

1,166,794 -11%

增持

DXCM DEXCOM INC

+$12.9M

146,193 +2529%

减持

ORCL ORACLE CORP

-$12.9M

352,979 -16%

减持

FDT FIRST TR EXCH TRD ALPHDX FD

-$12.6M

52,115 -82%

减持

FEM FIRST TR EXCH TRD ALPHDX FD

-$12.3M

126,236 -82%

建仓

FJUL FIRST TR EXCHNG TRADED FD VI

+$12.1M

315,217

减持

IEI ISHARES TR

-$11.1M

34,120 -74%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$10.8M

1,263,417 +57%

增持

HEGD LISTED FD TR

+$10.7M

643,148 +1099%

增持

AVUV AMERICAN CENTY ETF TR

+$9.9M

129,304 +7306%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$9.8M

91,394 -64%

增持

SPHY SPDR SER TR

+$9.8M

462,783 +1703%

增持

LCTU BLACKROCK ETF TRUST

+$9.6M

706,554 +46%

减持

IUSV ISHARES TR

-$9.2M

940,318 -7%

增持

SPYG SPDR SER TR

+$9.0M

1,349,493 +16%

增持

FAUG FIRST TR EXCHNG TRADED FD VI

+$8.9M

346,634 +229%

增持

SPEM SPDR INDEX SHS FDS

+$8.8M

1,753,222 +20%

增持

MRNA MODERNA INC

+$8.7M

93,126 +1153%

减持

ESGD ISHARES TR

-$8.4M

2,295 -98%

增持

FDN FIRST TR EXCHANGE-TRADED FD

+$8.4M

59,391 +815%

减持

LLY ELI LILLY & CO

-$8.3M

111,832 -23%

增持

GOOG ALPHABET INC

+$8.2M

257,106 +21%

增持

AAPL APPLE INC

-$8.2M

1,727,833 +10%

增持

JIRE J P MORGAN EXCHANGE TRADED F

+$8.1M

269,145 +137%

减持

EMB ISHARES TR

-$8.1M

733,031 -7%

建仓

LCTD BLACKROCK ETF TRUST

+$8.0M

198,290

减持

IEUR ISHARES TR

-$7.9M

236,960 -37%

减持

SPD SIMPLIFY EXCHANGE TRADED FUN

-$7.9M

1,751 -99%

增持

LQD ISHARES TR

+$7.8M

95,876 +425%

增持

SPGM SPDR INDEX SHS FDS

+$7.4M

157,464 +1294%

减持

ESML ISHARES TR

-$7.3M

163,025 -55%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$7.3M

590,286 -37%

增持

QQQ INVESCO QQQ TR

+$7.2M

479,752 +8%

减持

MTUM ISHARES TR

-$7.2M

1,037,372 -2%

增持

DIS DISNEY WALT CO

+$7.2M

241,932 +74%

增持

AKAM AKAMAI TECHNOLOGIES INC

+$7.1M

69,276 +2105%

减持

IGEB ISHARES TR

-$6.9M

1,296,767 -7%

减持

ABT ABBOTT LABS

-$6.9M

341,681 -7%

减持

NEE NEXTERA ENERGY INC

-$6.8M

339,394 -4%

减持

HYS PIMCO ETF TR

-$6.6M

135,674 -35%

增持

IEFA ISHARES TR

-$6.6M

4,242,687 +2%

减持

LMT LOCKHEED MARTIN CORP

-$6.5M

71,181 -8%

减持

NOC NORTHROP GRUMMAN CORP

-$6.3M

24,868 -34%

减持

FXZ FIRST TR EXCHANGE TRADED FD

-$6.2M

1,456 -99%

增持

IGV ISHARES TR

+$6.2M

20,175 +914%

增持

BIL SPDR SER TR

+$6.2M

2,079,007 +3%

增持

UNP UNION PAC CORP

+$6.1M

95,243 +47%

增持

AMGN AMGEN INC

+$6.1M

121,271 +2%

增持

MRK MERCK & CO INC

-$6.1M

508,663 +0%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$6.1M

156,095 +274%

减持

SCI SERVICE CORP INTL

-$5.9M

431,885 -9%

增持

T AT&T INC

+$5.9M

2,476,987 +26%

建仓

BOXX EA SERIES TRUST

+$5.8M

56,171

减持

KMB KIMBERLY-CLARK CORP

-$5.8M

212,781 -7%

减持

SGOL ABRDN GOLD ETF TRUST

-$5.7M

697,042 -29%

增持

FBND FIDELITY MERRIMACK STR TR

+$5.7M

607,207 +33%

增持

XLE SELECT SECTOR SPDR TR

+$5.7M

216,591 +27%

增持

— ISHARES TR

+$5.6M

273,525 +429%

减持

SJM SMUCKER J M CO

-$5.6M

205,634 -2%

增持

CVX CHEVRON CORP NEW

+$5.6M

215,068 +10%

增持

AVGO BROADCOM INC

+$5.6M

22,354 +49%

增持

ABBV ABBVIE INC

+$5.6M

155,345 +19%

减持

VIOV VANGUARD ADMIRAL FDS INC

-$5.5M

107,530 -36%

增持

DGRW WISDOMTREE TR

+$5.5M

131,390 +206%

减持

DRVN DRIVEN BRANDS HLDGS INC

-$5.5M

13,260 -94%

减持

IHDG WISDOMTREE TR

-$5.4M

4,432 -97%

减持

SUSB ISHARES TR

-$5.4M

345,443 -39%

增持

— ISHARES TR

+$5.3M

272,545 +377%

减持

WM WASTE MGMT INC DEL

-$5.3M

147,165 -8%

增持

IBDR ISHARES TR

+$5.3M

258,911 +734%

增持

— ISHARES TR

+$5.3M

259,874 +492%

增持

COST COSTCO WHSL CORP NEW

+$5.2M

35,403 +29%

增持

DG DOLLAR GEN CORP NEW

-$5.2M

181,558 +27%

增持

AVDE AMERICAN CENTY ETF TR

+$5.0M

312,962 +45%

减持

SPYC SIMPLIFY EXCHANGE TRADED FUN

-$4.8M

364,400 -29%

增持

CAT CATERPILLAR INC

+$4.8M

35,964 +77%

增持

CSCO CISCO SYS INC

+$4.8M

990,122 +6%

减持

HON HONEYWELL INTL INC

-$4.7M

136,278 -5%

减持

BRK/A BERKSHIRE HATHAWAY INC DEL

-$4.6M

6 -60%

减持

CHRW C H ROBINSON WORLDWIDE INC

-$4.6M

279,945 -8%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$4.5M

209,434 +92%

减持

INTF ISHARES TR

-$4.5M

2,876,521 -2%

减持

XLRE SELECT SECTOR SPDR TR

-$4.4M

119,586 -47%

减持

PSA PUBLIC STORAGE

-$4.4M

104,727 -5%

增持

DFAS DIMENSIONAL ETF TRUST

+$4.4M

104,649 +438%

增持

JPM JPMORGAN CHASE & CO

+$4.4M

238,091 +15%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$4.4M

380,242 -18%

减持

EMGF ISHARES INC

-$4.3M

1,281,080 -6%

增持

UNH UNITEDHEALTH GROUP INC

+$4.3M

72,772 +8%