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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 4增持 82减持 64

方向

标的

Δ市值

现股数(环比)

增持

IVW ISHARES TR

+$183.1M

6,010,873 +36%

减持

IVV ISHARES TR

-$161.6M

2,216,956 -15%

减持

EFV ISHARES TR

-$111.5M

3,037,297 -39%

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

IUSB ISHARES TR

-$105.2M

17,842,309 -11%

增持

NVDA NVIDIA CORPORATION

+$99.9M

2,357,223 +1011%

增持

EFG ISHARES TR

+$96.9M

2,767,095 +54%

增持

AAPL APPLE INC

+$86.2M

2,000,264 +2%

增持

DYNF BLACKROCK ETF TRUST

+$83.6M

8,884,198 +18%

减持

IXC ISHARES TR

-$71.9M

63,938 -96%

减持

MTUM ISHARES TR

-$56.8M

511,891 -39%

增持

TOTL SSGA ACTIVE ETF TR

+$49.7M

1,264,165 +10566%

增持

SPSM SPDR SER TR

+$48.9M

3,454,239 +57%

增持

IEMG ISHARES INC

+$48.8M

1,988,620 +78%

建仓

RSSB TIDAL TR II

+$47.4M

2,087,535

减持

SPYV SPDR SER TR

-$44.8M

4,139,521 -16%

增持

SPAB SPDR SER TR

+$43.1M

14,010,316 +15%

增持

GOOGL ALPHABET INC

+$42.2M

892,834 +12%

减持

USMV ISHARES TR

-$36.0M

658,139 -40%

增持

SPTL SPDR SER TR

+$35.9M

1,713,002 +347%

减持

INTC INTEL CORP

-$31.7M

312,940 -67%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$29.7M

3,228,381 +42%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$28.9M

1,739,888 +44%

增持

SPYM SPDR SER TR

+$26.1M

6,665,684 +2%

增持

AVGO BROADCOM INC

+$25.9M

44,963 +29%

减持

DG DOLLAR GEN CORP NEW

-$25.0M

12,187 -93%

增持

QQQ INVESCO QQQ TR

+$24.8M

598,507 +1%

增持

NI NISOURCE INC

+$23.5M

827,880 +5767%

增持

MUB ISHARES TR

+$23.4M

679,503 +49%

减持

SMLF ISHARES TR

-$22.7M

28,586 -93%

增持

SPY SPDR S&P 500 ETF TR

+$21.6M

401,806 +7%

减持

EMB ISHARES TR

-$20.4M

601,901 -27%

减持

MINT PIMCO ETF TR

-$19.5M

1,729,526 -10%

增持

KHC KRAFT HEINZ CO

+$19.5M

622,204 +4078%

减持

BALL BALL CORP

-$19.2M

27,375 -91%

增持

STPZ PIMCO ETF TR

+$19.0M

370,875 +16999%

增持

SPTM SPDR SER TR

+$18.4M

3,447,798 +5%

增持

AMZN AMAZON COM INC

+$17.3M

1,185,983 +1%

增持

ITOT ISHARES TR

+$17.0M

446,205 +43%

增持

SCHG SCHWAB STRATEGIC TR

+$16.9M

1,735,574 +2%

增持

XLE SELECT SECTOR SPDR TR

+$16.7M

275,837 +208%

增持

VUG VANGUARD INDEX FDS

+$15.2M

432,123 +2%

减持

MSFT MICROSOFT CORP

+$15.0M

803,851 -2%

减持

EXPE EXPEDIA GROUP INC

-$14.4M

7,016 -94%

增持

ARM ARM HOLDINGS PLC

+$14.4M

90,603 +2314%

减持

SPHY SPDR SER TR

-$13.8M

503,065 -54%

增持

SPDW SPDR INDEX SHS FDS

+$13.6M

10,518,779 +6%

减持

IVE ISHARES TR

-$12.8M

1,465,679 -2%

增持

LLY ELI LILLY & CO

+$12.2M

72,700 +6%

减持

IYW ISHARES TR

+$11.9M

1,132,408 -4%

减持

LQD ISHARES TR

-$11.7M

28,799 -79%

增持

IJR ISHARES TR

+$11.5M

376,934 +45%

增持

BOND PIMCO ETF TR

+$11.4M

3,106,782 +5%

增持

GOOG ALPHABET INC

+$11.4M

311,006 +4%

增持

— SCHWAB CHARLES FAMILY FD

+$11.0M

18,302,454 +150%

减持

OXY OCCIDENTAL PETE CORP

-$10.8M

26,197 -86%

增持

TSLA TESLA INC

+$10.7M

306,218 +8%

增持

SPTI SPDR SER TR

+$10.6M

2,576,316 +18%

增持

DBND DOUBLELINE ETF TRUST

+$10.6M

1,026,537 +31%

减持

SCHD SCHWAB STRATEGIC TR

-$10.4M

1,123,463 -7%

减持

TLH ISHARES TR

-$10.3M

209,695 -31%

增持

XLK SELECT SECTOR SPDR TR

+$9.6M

461,741 +1%

增持

MAR MARRIOTT INTL INC NEW

+$9.6M

47,519 +519%

增持

DFAC DIMENSIONAL ETF TRUST

+$9.4M

566,372 +103%

减持

MBB ISHARES TR

-$9.3M

2,235,868 -4%

增持

INTF ISHARES TR

+$9.0M

1,581,473 +27%

减持

IUSV ISHARES TR

-$8.9M

725,840 -10%

增持

IEFA ISHARES TR

+$8.9M

336,898 +61%

减持

PCAR PACCAR INC

-$8.9M

270,846 -9%

减持

SJNK SPDR SER TR

-$8.7M

334,831 -51%

减持

CWB SPDR SER TR

-$8.4M

17,231 -87%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$8.3M

159,554 +872%

增持

USFR WISDOMTREE TR

+$8.3M

285,973 +136%

减持

ILMN ILLUMINA INC

-$8.2M

5,793 -91%

增持

META META PLATFORMS INC

+$8.2M

225,051 +4%

增持

COST COSTCO WHSL CORP NEW

+$8.1M

51,613 +6%

增持

DBMF LITMAN GREGORY FDS TR

+$7.9M

1,418,236 +17%

减持

HYDB ISHARES TR

-$7.9M

86,741 -66%

减持

ESGU ISHARES TR

-$7.7M

450,223 -16%

减持

DHS WISDOMTREE TR

-$7.7M

956,096 -6%

增持

QCOM QUALCOMM INC

+$7.6M

121,145 +24%

增持

JGRO J P MORGAN EXCHANGE TRADED F

+$7.6M

834,910 +6%

减持

DGRO ISHARES TR

-$7.5M

1,092,768 -10%

增持

ORCL ORACLE CORP

+$7.3M

330,760 +6%

建仓

BSVO EA SERIES TRUST

+$7.3M

359,887

增持

DIS DISNEY WALT CO

-$7.3M

317,678 +0%

增持

MRNA MODERNA INC

+$7.2M

169,274 +40%

增持

RSST TIDAL TR II

+$7.2M

847,505 +46%

增持

UNH UNITEDHEALTH GROUP INC

+$6.9M

98,771 +12%

增持

FAPR FIRST TR EXCHNG TRADED FD VI

+$6.6M

216,783 +323%

减持

VTV VANGUARD INDEX FDS

-$6.6M

364,487 -9%

增持

BINC BLACKROCK ETF TRUST II

+$6.5M

1,800,112 +8%

减持

NEAR ISHARES U S ETF TR

-$6.4M

427,696 -23%

减持

SCHR SCHWAB STRATEGIC TR

-$6.3M

569,617 -18%

减持

HEFA ISHARES TR

-$6.2M

2,469,126 -8%

减持

BILS SPDR SER TR

-$6.2M

1,623,109 -4%

减持

SPYG SPDR SER TR

-$6.2M

2,139,472 -12%

增持

SPMD SPDR SER TR

+$6.1M

5,114,598 +6%

增持

LONZ PIMCO ETF TR

+$6.1M

135,177 +702%

减持

WMT WALMART INC

+$6.0M

914,777 -2%

减持

SSUS STRATEGY SHS

-$6.0M

1,187,593 -14%

增持

V VISA INC

+$5.9M

223,140 +18%

增持

HEGD LISTED FD TR

+$5.7M

1,231,301 +25%

增持

SPEM SPDR INDEX SHS FDS

+$5.7M

1,679,290 +6%

增持

BOXX EA SERIES TRUST

+$5.7M

147,129 +54%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$5.6M

542,687 +4%

增持

HD HOME DEPOT INC

-$5.4M

191,271 +3%

减持

WSM WILLIAMS SONOMA INC

-$5.3M

1,185 -93%

减持

— ACCENTURE PLC IRELAND

-$5.3M

93,718 -4%

减持

ALL ALLSTATE CORP

-$5.2M

196,165 -7%

减持

QHY WISDOMTREE TR

-$5.1M

1,649,549 -5%

减持

SDG ISHARES TR

-$5.0M

330,895 -13%

减持

JVAL J P MORGAN EXCHANGE TRADED F

-$5.0M

884,949 -11%

减持

TRV TRAVELERS COMPANIES INC

-$4.9M

129,082 -5%

增持

PYLD PIMCO ETF TR

+$4.9M

210,687 +918%

增持

VTI VANGUARD INDEX FDS

+$4.8M

154,490 +10%

增持

BAC BANK AMERICA CORP

+$4.8M

780,427 +13%

减持

SPGM SPDR INDEX SHS FDS

-$4.7M

37,301 -68%

减持

BIL SPDR SER TR

-$4.6M

1,840,039 -3%

减持

LCTU BLACKROCK ETF TRUST

-$4.5M

569,112 -15%

减持

QUAL ISHARES TR

+$4.5M

4,023,996 -3%

减持

DXCM DEXCOM INC

-$4.3M

140,337 -4%

增持

GLD SPDR GOLD TR

+$4.3M

187,599 +7%

减持

TLT ISHARES TR

-$4.3M

1,159,450 -1%

增持

AMGN AMGEN INC

+$4.2M

128,843 +2%

减持

SMMU PIMCO ETF TR

-$4.2M

772,764 -10%

增持

FMAY FIRST TR EXCHNG TRADED FD VI

+$4.2M

183,862 +97%

减持

IEI ISHARES TR

-$4.1M

24,173 -60%

增持

SPMB SPDR SER TR

+$4.1M

1,719,804 +13%

减持

IWD ISHARES TR

-$4.0M

54,180 -28%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$3.9M

565,225 +23%

减持

CBOE CBOE GLOBAL MKTS INC

-$3.8M

155,716 -5%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$3.7M

497,040 +27%

减持

ABT ABBOTT LABS

-$3.7M

310,662 -2%

建仓

DMAY FIRST TR EXCHNG TRADED FD VI

+$3.7M

96,422

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$3.7M

350,507 +21%

增持

GTO INVESCO ACTIVELY MANAGED ETF

+$3.7M

1,022,715 +9%

增持

ISRG INTUITIVE SURGICAL INC

+$3.7M

40,990 +12%

减持

AGG ISHARES TR

-$3.7M

525,658 -6%

减持

COP CONOCOPHILLIPS

-$3.6M

43,845 -36%

减持

IFRA ISHARES TR

-$3.6M

867,098 -6%

增持

NTSX WISDOMTREE TR

+$3.6M

1,053,257 +4%

减持

VYMI VANGUARD WHITEHALL FDS

-$3.6M

701,588 -7%

增持

JPM JPMORGAN CHASE & CO

+$3.5M

341,662 +4%

增持

CHRW C H ROBINSON WORLDWIDE INC

+$3.5M

267,539 +2%

减持

QYLD GLOBAL X FDS

-$3.5M

2,817,711 -5%

增持

CASY CASEYS GEN STORES INC

+$3.5M

14,128 +135%

建仓

BUFZ FIRST TR EXCHNG TRADED FD VI

+$3.4M

150,931

增持

JMEE J P MORGAN EXCHANGE TRADED F

+$3.4M

222,178 +42%

增持

MRK MERCK & CO INC

-$3.4M

522,489 +1%

减持

SJM SMUCKER J M CO

-$3.4M

198,602 -0%