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CWM Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CWM Advisors, LLC
报告期 2026-03-31 · CIK 0001670139
持仓数
1,107
前50大市值合计
$470.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 38
增持 54
减持 39
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$32.8M
8,696
-80%
增持
IBD
NORTHERN LTS FD TR IV
+$13.5M
1,349,092
+63%
增持
ISRG
INTUITIVE SURGICAL INC
+$12.9M
14,325
+917%
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。
增持
NOW
SERVICENOW INC
+$12.6M
22,552
+739%
减持
COST
COSTCO WHSL CORP NEW
-$12.0M
2,067
-94%
减持
HON
HONEYWELL INTL INC
-$10.8M
1,809
-96%
减持
UNP
UNION PAC CORP
-$10.5M
2,290
-95%
清仓
LOW
LOWES COS INC
-$10.1M
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$9.8M
0
-100%
增持
HCA
HCA HEALTHCARE INC
+$8.6M
37,355
+1521%
增持
FIS
FIDELITY NATL INFORMATION SV
+$8.3M
72,028
+2152%
减持
AMT
AMERICAN TOWER CORP NEW
-$8.2M
1,781
-94%
减持
CAT
CATERPILLAR INC
-$7.4M
9,002
-78%
建仓
TWLO
TWILIO INC
+$6.7M
21,080
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$6.6M
237,809
+46%
清仓
ZTS
ZOETIS INC
-$6.1M
0
-100%
增持
DOCU
DOCUSIGN INC
+$6.0M
27,991
+546%
增持
KLAC
KLA CORP
+$5.9M
21,784
+419%
增持
IDXX
IDEXX LABS INC
+$5.9M
12,003
+376%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$5.9M
2,129
-93%
建仓
DLR
DIGITAL RLTY TR INC
+$5.4M
37,551
清仓
EQIX
EQUINIX INC
-$5.4M
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$5.1M
179,023
+788%
减持
CSX
CSX CORP
-$4.9M
12,688
-92%
减持
ITW
ILLINOIS TOOL WKS INC
-$4.9M
2,215
-91%
增持
VEEV
VEEVA SYS INC
+$4.9M
22,283
+347%
增持
ADI
ANALOG DEVICES INC
+$4.8M
60,979
+95%
增持
PLD
PROLOGIS INC.
+$4.6M
89,032
+63%
减持
—
JOHNSON CTLS INTL PLC
-$4.6M
10,437
-86%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$4.5M
31,997
+988%
清仓
EMR
EMERSON ELEC CO
-$4.4M
0
-100%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$4.4M
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$4.3M
12,225
+387%
减持
—
NXP SEMICONDUCTORS N V
-$4.3M
4,740
-81%
清仓
—
APTIV PLC
-$4.3M
0
-100%
增持
RMD
RESMED INC
+$4.2M
18,329
+598%
减持
WM
WASTE MGMT INC DEL
-$4.1M
2,626
-92%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$4.1M
15,865
+854%
减持
REGN
REGENERON PHARMACEUTICALS
-$4.0M
573
-93%
建仓
EPAM
EPAM SYS INC
+$3.9M
6,824
减持
SPG
SIMON PPTY GROUP INC NEW
-$3.8M
3,505
-89%
增持
CSGP
COSTAR GROUP INC
+$3.8M
49,102
+874%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$3.8M
0
-100%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$3.7M
8,913
+421%
减持
BLES
NORTHERN LTS FD TR IV
-$3.7M
327,141
-21%
建仓
PAYC
PAYCOM SOFTWARE INC
+$3.6M
7,236
清仓
—
ALEXION PHARMACEUTICALS INC
-$3.6M
0
-100%
增持
—
SVB FINANCIAL GROUP
+$3.5M
10,901
+71%
减持
EOG
EOG RES INC
-$3.5M
8,250
-83%
建仓
W
WAYFAIR INC
+$3.3M
13,012
清仓
SYY
SYSCO CORP
-$3.3M
0
-100%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$3.2M
2,692
+648%
减持
ROST
ROSS STORES INC
-$3.2M
3,292
-89%
建仓
ALB
ALBEMARLE CORP
+$3.2M
14,471
增持
EW
EDWARDS LIFESCIENCES CORP
+$3.1M
72,156
+46%
增持
PWR
QUANTA SVCS INC
+$3.0M
34,163
+265%
建仓
EXR
EXTRA SPACE STORAGE INC
+$3.0M
17,837
减持
ISMD
NORTHERN LTS FD TR IV
-$3.0M
307,133
-19%
清仓
PANW
PALO ALTO NETWORKS INC
-$2.9M
0
-100%
减持
CNC
CENTENE CORP DEL
-$2.9M
7,929
-83%
增持
HRL
HORMEL FOODS CORP
+$2.9M
77,771
+1161%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$2.9M
0
-100%
建仓
SUI
SUN CMNTYS INC
+$2.9M
15,528
建仓
VTR
VENTAS INC
+$2.8M
51,281
建仓
—
CATALENT INC
+$2.8M
20,999
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$2.8M
14,755
建仓
FOXA
FOX CORP
+$2.8M
69,061
减持
—
PIONEER NAT RES CO
-$2.7M
1,260
-93%
增持
MSCI
MSCI INC
+$2.7M
9,500
+62%
建仓
CHD
CHURCH & DWIGHT INC
+$2.6M
31,777
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$2.6M
5,925
-87%
建仓
RNG
RINGCENTRAL INC
+$2.6M
11,867
建仓
—
DUKE REALTY CORP
+$2.6M
53,424
增持
MKTX
MARKETAXESS HLDGS INC
+$2.5M
8,107
+331%
增持
ILMN
ILLUMINA INC
+$2.5M
18,394
+77%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$2.5M
5,862
建仓
ON
ON SEMICONDUCTOR CORP
+$2.5M
54,433
建仓
BURL
BURLINGTON STORES INC
+$2.5M
8,718
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$2.4M
0
-100%
建仓
QRVO
QORVO INC
+$2.4M
14,373
减持
IQV
IQVIA HLDGS INC
-$2.4M
3,820
-72%
减持
AFL
AFLAC INC
-$2.4M
15,706
-74%
建仓
TYL
TYLER TECHNOLOGIES INC
+$2.4M
5,140
建仓
TER
TERADYNE INC
+$2.3M
21,171
增持
APH
AMPHENOL CORP NEW
+$2.3M
70,216
+69%
增持
DVN
DEVON ENERGY CORP NEW
+$2.3M
80,078
+323%
建仓
EXAS
EXACT SCIENCES CORP
+$2.3M
23,961
增持
—
FLEETCOR TECHNOLOGIES INC
+$2.3M
10,211
+575%
减持
AME
AMETEK INC
-$2.3M
2,980
-85%
清仓
—
ASTRAZENECA PLC
-$2.2M
0
-100%
建仓
SBNY
SIGNATURE BK NEW YORK N Y
+$2.2M
8,093
建仓
FANG
DIAMONDBACK ENERGY INC
+$2.2M
23,141
减持
EFX
EQUIFAX INC
-$2.2M
1,364
-87%
建仓
UDR
UDR INC
+$2.1M
40,350
增持
EXPD
EXPEDITORS INTL WASH INC
+$2.1M
26,643
+221%
建仓
—
CERIDIAN HCM HLDG INC
+$2.1M
18,836
建仓
WAB
WABTEC
+$2.1M
24,372
减持
WWJD
NORTHERN LTS FD TR IV
-$2.1M
342,952
-13%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$2.1M
994
-87%
增持
SNPS
SYNOPSYS INC
+$2.1M
18,160
+48%
建仓
CPT
CAMDEN PPTY TR
+$2.1M
13,912
减持
SCCO
SOUTHERN COPPER CORP
-$2.0M
22,910
-56%
减持
—
TECHNIPFMC PLC
-$2.0M
13,569
-94%
减持
ALGN
ALIGN TECHNOLOGY INC
-$2.0M
4,550
-45%
建仓
MOH
MOLINA HEALTHCARE INC
+$2.0M
7,463
增持
A
AGILENT TECHNOLOGIES INC
+$2.0M
36,432
+44%
清仓
LNG
CHENIERE ENERGY INC
-$2.0M
0
-100%
减持
WEC
WEC ENERGY GROUP INC
-$2.0M
6,233
-78%
增持
—
AVANGRID INC
+$2.0M
50,819
+437%
减持
DHI
D R HORTON INC
-$2.0M
28,504
-41%
建仓
ELS
EQUITY LIFESTYLE PPTYS INC
+$2.0M
25,195
减持
MKC
MCCORMICK & CO INC
-$2.0M
5,007
-81%
建仓
—
MASIMO CORP
+$2.0M
7,209
建仓
LKQ
LKQ CORP
+$1.9M
38,367
建仓
CGNX
COGNEX CORP
+$1.9M
23,538
建仓
L
LOEWS CORP
+$1.9M
34,898
建仓
NDSN
NORDSON CORP
+$1.9M
7,803
清仓
DTE
DTE ENERGY CO
-$1.8M
0
-100%
建仓
CCK
CROWN HLDGS INC
+$1.8M
18,072
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$1.8M
19,255
+86%
增持
RSG
REPUBLIC SVCS INC
+$1.8M
38,759
+48%
增持
AVY
AVERY DENNISON CORP
+$1.7M
10,946
+328%
增持
BXP
BOSTON PROPERTIES INC
+$1.7M
20,607
+369%
清仓
FTV
FORTIVE CORP
-$1.7M
0
-100%
增持
PAYX
PAYCHEX INC
+$1.7M
43,559
+47%
减持
VMC
VULCAN MATLS CO
-$1.7M
1,988
-83%
增持
INCY
INCYTE CORP
+$1.7M
40,126
+216%
建仓
DAR
DARLING INGREDIENTS INC
+$1.7M
23,422
增持
SLB
SCHLUMBERGER LTD
+$1.7M
158,118
+68%
减持
WAT
WATERS CORP
-$1.7M
981
-83%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.7M
22,328
+71%
增持
AES
AES CORP
+$1.6M
91,067
+420%
建仓
NVAX
NOVAVAX INC
+$1.6M
7,790
减持
MLM
MARTIN MARIETTA MATLS INC
-$1.6M
1,150
-80%
减持
HAL
HALLIBURTON CO
-$1.6M
16,716
-80%
增持
—
XILINX INC
+$1.6M
29,194
+48%
减持
COR
AMERISOURCEBERGEN CORP
-$1.5M
4,349
-76%
增持
O
REALTY INCOME CORP
+$1.5M
49,913
+93%
增持
VRSK
VERISK ANALYTICS INC
+$1.5M
19,683
+41%
增持
GPN
GLOBAL PMTS INC
+$1.5M
34,799
+64%
增持
FTNT
FORTINET INC
+$1.5M
14,085
+28%
增持
CTAS
CINTAS CORP
+$1.5M
12,424
+46%
减持
ETR
ENTERGY CORP NEW
-$1.5M
3,850
-79%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$1.4M
30,048
+65%
清仓
—
PDC ENERGY INC
-$1.4M
0
-100%
增持
NEM
NEWMONT CORP
+$1.4M
101,198
+56%
增持
GPC
GENUINE PARTS CO
+$1.4M
19,049
+161%
增持
EMN
EASTMAN CHEM CO
+$1.4M
18,555
+345%
增持
CINF
CINCINNATI FINL CORP
+$1.4M
21,466
+132%
清仓
MHK
MOHAWK INDS INC
-$1.4M
0
-100%
