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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 11
增持 88
减持 21
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
ILMN
ILLUMINA INC
-$7.2M
797
-96%
清仓
TWLO
TWILIO INC
-$6.7M
0
-100%
减持
A
AGILENT TECHNOLOGIES INC
-$5.3M
2,695
-93%
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
PLD
PROLOGIS INC.
+$4.9M
95,221
+7%
建仓
APP
APPLOVIN CORP
+$4.2M
44,324
建仓
ETSY
ETSY INC
+$3.7M
16,846
增持
INVH
INVITATION HOMES INC
+$3.3M
79,830
+799%
增持
—
ARISTA NETWORKS INC
+$3.3M
24,987
+2414%
增持
—
XILINX INC
+$2.9M
34,554
+18%
增持
KLAC
KLA CORP
+$2.6M
23,095
+6%
增持
NOW
SERVICENOW INC
+$2.4M
25,369
+12%
增持
EW
EDWARDS LIFESCIENCES CORP
+$2.4M
81,822
+13%
增持
DOCU
DOCUSIGN INC
-$2.4M
31,412
+12%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.2M
45,873
+220%
增持
ADI
ANALOG DEVICES INC
+$2.2M
70,737
+16%
增持
BLES
NORTHERN LTS FD TR IV
+$2.2M
387,113
+18%
减持
CHD
CHURCH & DWIGHT CO INC
-$2.1M
4,865
-85%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.0M
256,122
+8%
增持
WWJD
NORTHERN LTS FD TR IV
+$2.0M
439,741
+28%
增持
O
REALTY INCOME CORP
+$2.0M
73,294
+47%
增持
SNPS
SYNOPSYS INC
+$2.0M
20,145
+11%
增持
FCX
FREEPORT-MCMORAN INC
+$1.9M
185,542
+4%
建仓
—
FEDERAL RLTY INVT TR
+$1.8M
13,455
清仓
FFIV
F5 NETWORKS INC
-$1.8M
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.8M
17,658
+11%
清仓
SJM
SMUCKER J M CO
-$1.8M
0
-100%
增持
CTAS
CINTAS CORP
+$1.8M
14,682
+18%
增持
ISMD
NORTHERN LTS FD TR IV
+$1.8M
358,903
+17%
增持
APH
AMPHENOL CORP NEW
+$1.7M
78,574
+12%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.7M
75,947
+137%
增持
MPT
MEDICAL PPTYS TRUST INC
+$1.7M
81,000
+618%
增持
NTAP
NETAPP INC
+$1.7M
45,310
+63%
增持
ON
ON SEMICONDUCTOR CORP
+$1.6M
59,675
+10%
清仓
—
CIMAREX ENERGY CO
-$1.5M
0
-100%
增持
IDXX
IDEXX LABS INC
+$1.5M
13,645
+14%
增持
TER
TERADYNE INC
+$1.5M
23,306
+10%
清仓
—
JAMES HARDIE INDS PLC
-$1.5M
0
-100%
清仓
—
SK TELECOM LTD
-$1.5M
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.4M
24,707
+11%
清仓
CELH
CELSIUS HLDGS INC
-$1.4M
0
-100%
增持
BIBL
NORTHERN LTS FD TR IV
+$1.4M
280,914
+24%
建仓
NTR
NUTRIEN LTD
+$1.4M
18,760
增持
DLR
DIGITAL RLTY TR INC
+$1.4M
38,526
+3%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$1.4M
2,996
+11%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.4M
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$1.3M
42,851
+11%
增持
PAYX
PAYCHEX INC
+$1.3M
45,435
+4%
清仓
WFG
WEST FRASER TIMBER CO LTD
-$1.3M
0
-100%
增持
HCA
HCA HEALTHCARE INC
+$1.3M
40,289
+8%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.3M
9,864
+11%
清仓
FIZZ
NATIONAL BEVERAGE CORP
-$1.3M
0
-100%
增持
IBD
NORTHERN LTS FD TR IV
+$1.3M
1,419,242
+5%
增持
—
FORWARD AIR CORP
+$1.3M
12,716
+285%
增持
PH
PARKER-HANNIFIN CORP
+$1.3M
17,513
+14%
增持
ANSS
ANSYS INC
+$1.2M
12,116
+14%
减持
DKS
DICKS SPORTING GOODS INC
-$1.2M
2,201
-82%
增持
—
DUKE REALTY CORP
+$1.2M
56,940
+7%
增持
VRSK
VERISK ANALYTICS INC
+$1.2M
22,358
+14%
增持
HRL
HORMEL FOODS CORP
+$1.2M
88,992
+14%
增持
EXR
EXTRA SPACE STORAGE INC
+$1.2M
18,301
+3%
清仓
AN
AUTONATION INC
-$1.1M
0
-100%
增持
EPAM
EPAM SYS INC
+$1.1M
7,436
+9%
增持
DVN
DEVON ENERGY CORP NEW
+$1.1M
88,951
+11%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$1.1M
21,286
+11%
增持
LPX
LOUISIANA PAC CORP
+$1.1M
16,598
+334%
增持
SLB
SCHLUMBERGER LTD
+$1.0M
190,848
+21%
减持
WDFC
WD 40 CO
-$1.0M
994
-82%
减持
WSO
WATSCO INC
-$1.0M
781
-84%
减持
ENSG
ENSIGN GROUP INC
-$940.0K
2,982
-81%
增持
PCAR
PACCAR INC
+$923.0K
49,889
+13%
增持
NUE
NUCOR CORP
+$914.0K
41,126
+7%
增持
EQR
EQUITY RESIDENTIAL
+$906.0K
52,624
+10%
增持
WAL
WESTERN ALLIANCE BANCORP
+$883.0K
13,761
+150%
增持
MSCI
MSCI INC
+$878.0K
10,865
+14%
增持
EXPD
EXPEDITORS INTL WASH INC
+$859.0K
30,031
+13%
增持
FOXA
FOX CORP
+$831.0K
97,586
+41%
清仓
—
FIVERR INTL LTD
-$822.0K
0
-100%
清仓
AFL
AFLAC INC
-$819.0K
0
-100%
增持
JBHT
HUNT J B TRANS SVCS INC
+$793.0K
15,096
+10%
增持
ALB
ALBEMARLE CORP
+$775.0K
16,870
+17%
建仓
WLK
WESTLAKE CHEM CORP
+$768.0K
7,909
增持
TYL
TYLER TECHNOLOGIES INC
+$752.0K
5,779
+12%
增持
VEEV
VEEVA SYS INC
+$751.0K
28,074
+26%
增持
CNP
CENTERPOINT ENERGY INC
+$749.0K
99,645
+21%
减持
NEM
NEWMONT CORP
+$749.0K
100,678
-1%
减持
ACH
OWENS & MINOR INC NEW
-$734.0K
5,680
-82%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$734.0K
9,081
+12%
减持
DHI
D R HORTON INC
-$727.0K
15,358
-46%
减持
SE
SEA LTD
-$727.0K
3,990
-22%
建仓
HRB
BLOCK H & R INC
+$723.0K
30,693
增持
DOV
DOVER CORP
+$722.0K
19,810
+7%
增持
—
SVB FINANCIAL GROUP
+$712.0K
11,447
+5%
清仓
—
JOHNSON CTLS INTL PLC
-$711.0K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$706.0K
1,668
+191%
增持
CPT
CAMDEN PPTY TR
+$705.0K
15,431
+11%
增持
IT
GARTNER INC
+$705.0K
11,374
+12%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$704.0K
8,577
+306%
建仓
SKM
SK TELECOM LTD
+$701.0K
26,302
增持
INCY
INCYTE CORP
+$688.0K
46,981
+17%
清仓
OMC
OMNICOM GROUP INC
-$683.0K
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$681.0K
9,613
-21%
增持
CBOE
CBOE GLOBAL MKTS INC
+$675.0K
7,807
+182%
减持
APPS
DIGITAL TURBINE INC
-$658.0K
8,226
-51%
增持
SUI
SUN CMNTYS INC
+$650.0K
16,782
+8%
增持
MOH
MOLINA HEALTHCARE INC
+$647.0K
8,400
+13%
增持
CPRT
COPART INC
+$644.0K
6,390
+173%
减持
AGNT
EXP WORLD HLDGS INC
-$637.0K
16,712
-45%
增持
FANG
DIAMONDBACK ENERGY INC
+$632.0K
26,173
+13%
增持
UDR
UDR INC
+$628.0K
46,101
+14%
增持
LKQ
LKQ CORP
+$624.0K
42,560
+11%
建仓
—
MFA FINL INC
+$622.0K
136,297
增持
SWKS
SKYWORKS SOLUTIONS INC
+$620.0K
35,911
+20%
增持
EMN
EASTMAN CHEM CO
+$614.0K
20,537
+11%
减持
NVAX
NOVAVAX INC
-$593.0K
7,140
-8%
建仓
—
LAZARD LTD
+$575.0K
13,176
增持
GPC
GENUINE PARTS CO
+$560.0K
20,465
+7%
清仓
JEF
JEFFERIES FINL GROUP INC
-$559.0K
0
-100%
减持
VICR
VICOR CORP
-$547.0K
7,330
-33%
减持
NVDA
NVIDIA CORPORATION
+$547.0K
7,983
-8%
减持
UPWK
UPWORK INC
-$541.0K
11,845
-44%
增持
NUS
NU SKIN ENTERPRISES INC
+$528.0K
15,035
+159%
减持
STAA
STAAR SURGICAL CO
-$527.0K
6,055
-28%
减持
THO
THOR INDS INC
-$521.0K
8,415
-26%
清仓
COR
AMERISOURCEBERGEN CORP
-$519.0K
0
-100%
清仓
AGNC
AGNC INVT CORP
-$512.0K
0
-100%
增持
NDSN
NORDSON CORP
+$508.0K
9,269
+19%
清仓
—
CHIMERIX INC
-$502.0K
0
-100%
清仓
—
ASSURED GUARANTY LTD
-$497.0K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$494.0K
0
-100%
增持
GPN
GLOBAL PMTS INC
-$493.0K
36,922
+6%
清仓
STWD
STARWOOD PPTY TR INC
-$478.0K
0
-100%
减持
POOL
POOL CORP
+$477.0K
3,709
-1%
清仓
—
TRINSEO S A
-$477.0K
0
-100%
清仓
—
INTERCEPT PHARMACEUTICALS IN
-$473.0K
0
-100%
清仓
—
BANCORPSOUTH BK TUPELO MISS
-$472.0K
0
-100%
清仓
—
FIREEYE INC
-$458.0K
0
-100%
建仓
PPC
PILGRIMS PRIDE CORP
+$457.0K
16,214
增持
AES
AES CORP
+$453.0K
104,194
+14%
清仓
—
CREE INC
-$448.0K
0
-100%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$439.0K
0
-100%
增持
BXP
BOSTON PROPERTIES INC
+$437.0K
23,177
+12%
增持
URI
UNITED RENTALS INC
+$413.0K
10,560
+20%
清仓
MKC
MCCORMICK & CO INC
-$406.0K
0
-100%
增持
LNT
ALLIANT ENERGY CORP
+$400.0K
38,507
+10%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$398.0K
6,675
+14%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$390.0K
26,899
+7%
增持
JKHY
HENRY JACK & ASSOC INC
+$387.0K
13,735
+18%
增持
LEN
LENNAR CORP
+$386.0K
12,656
+9%
建仓
—
STERIS PLC
+$380.0K
1,562
清仓
—
KANSAS CITY SOUTHERN
-$380.0K
0
-100%
