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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 35
增持 83
减持 18
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$34.6M
451,776
-60%
减持
ADI
ANALOG DEVICES INC
-$11.3M
5,392
-91%
清仓
O
REALTY INCOME CORP
-$5.3M
0
-100%
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
BLDR
BUILDERS FIRSTSOURCE INC
+$3.6M
45,225
+56%
减持
IBD
NORTHERN LTS FD TR IV
-$3.3M
1,130,533
-10%
清仓
HUBS
HUBSPOT INC
-$2.8M
0
-100%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$2.0M
7,505
减持
ISRG
INTUITIVE SURGICAL INC
+$2.0M
38,122
-12%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$1.9M
2,332
+115%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$1.8M
2,340
-63%
增持
—
SUPER MICRO COMPUTER INC
+$1.8M
10,510
+34%
增持
MANH
MANHATTAN ASSOCIATES INC
+$1.8M
10,425
+395%
建仓
TECH
BIO-TECHNE CORP
+$1.7M
21,363
增持
CPRT
COPART INC
+$1.6M
21,799
+293%
增持
MOH
MOLINA HEALTHCARE INC
+$1.5M
12,744
+49%
增持
WSO
WATSCO INC
+$1.5M
10,676
+34%
增持
FICO
FAIR ISAAC CORP
+$1.5M
4,823
+42%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.5M
32,375
+47%
增持
CSGP
COSTAR GROUP INC
+$1.5M
58,281
+9%
增持
CSL
CARLISLE COS INC
+$1.4M
17,427
+26%
增持
EXR
EXTRA SPACE STORAGE INC
+$1.3M
28,337
+56%
减持
MSCI
MSCI INC
-$1.2M
9,831
-6%
减持
NOW
SERVICENOW INC
+$1.2M
22,790
-9%
增持
WLK
WESTLAKE CORPORATION
+$1.2M
23,806
+65%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.1M
79,532
+3%
增持
CNI
CANADIAN NATL RY CO
+$1.1M
19,343
+86%
增持
IBN
ICICI BANK LIMITED
+$1.1M
101,623
+75%
增持
DAR
DARLING INGREDIENTS INC
+$1.1M
49,266
+39%
增持
RDY
DR REDDYS LABS LTD
+$1.1M
25,819
+160%
增持
PCAR
PACCAR INC
+$1.1M
79,247
+4%
增持
WWJD
NORTHERN LTS FD TR IV
+$1.0M
333,234
+12%
增持
TXRH
TEXAS ROADHOUSE INC
+$1.0M
11,541
+360%
增持
EME
EMCOR GROUP INC
+$1.0M
7,005
+319%
增持
EGP
EASTGROUP PPTYS INC
+$1.0M
7,456
+351%
增持
CGNX
COGNEX CORP
+$1.0M
23,057
+318%
增持
GGG
GRACO INC
+$1.0M
19,281
+117%
增持
POOL
POOL CORP
+$1.0M
3,709
+239%
增持
TTEK
TETRA TECH INC NEW
+$1.0M
7,890
+314%
增持
NVR
NVR INC
+$1.0M
218
+225%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.0M
11,806
+17%
增持
TTC
TORO CO
+$1.0M
12,584
+413%
增持
WRB
BERKLEY W R CORP
+$1.0M
23,161
+285%
建仓
—
AMDOCS LTD
+$1.0M
10,161
增持
LECO
LINCOLN ELEC HLDGS INC
+$1.0M
6,418
+300%
增持
LAD
LITHIA MTRS INC
+$1.0M
4,348
+212%
增持
LSTR
LANDSTAR SYS INC
+$1.0M
6,623
+335%
增持
GNTX
GENTEX CORP
+$1.0M
43,470
+348%
增持
BRO
BROWN & BROWN INC
+$1.0M
19,981
+206%
建仓
LFUS
LITTELFUSE INC
+$999.8K
3,432
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$999.3K
22,274
+198%
增持
CACI
CACI INTL INC
+$999.0K
3,728
+307%
建仓
CFR
CULLEN FROST BANKERS INC
+$989.7K
9,204
增持
MAA
MID-AMER APT CMNTYS INC
+$985.5K
8,970
+260%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$982.8K
12,168
增持
ROL
ROLLINS INC
+$982.3K
31,677
+217%
增持
MKTX
MARKETAXESS HLDGS INC
+$978.8K
4,948
+515%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$975.1K
9,662
建仓
RBA
RB GLOBAL INC
+$973.4K
16,224
建仓
MIDD
MIDDLEBY CORP
+$968.6K
6,552
建仓
COLM
COLUMBIA SPORTSWEAR CO
+$964.0K
12,480
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$961.8K
5,772
增持
CTAS
CINTAS CORP
+$960.8K
13,905
+8%
增持
SNA
SNAP ON INC
+$960.7K
4,641
+204%
增持
TSCO
TRACTOR SUPPLY CO
+$953.9K
6,169
+254%
建仓
ASR
GRUPO AEROPORTUARIO DEL SURE
+$953.0K
3,432
增持
CSX
CSX CORP
+$948.0K
39,953
+189%
增持
FAST
FASTENAL CO
+$938.5K
23,072
+195%
建仓
NICE
NICE LTD
+$934.2K
4,524
减持
NEM
NEWMONT CORP
-$927.5K
99,259
-6%
增持
MLM
MARTIN MARIETTA MATLS INC
+$898.8K
2,883
+137%
减持
ENPH
ENPHASE ENERGY INC
-$891.4K
17,674
-4%
增持
GPC
GENUINE PARTS CO
+$862.0K
26,603
+22%
增持
ISMD
NORTHERN LTS FD TR IV
+$821.6K
240,259
+8%
减持
SCCO
SOUTHERN COPPER CORP
-$821.6K
5,955
-64%
减持
BIBL
NORTHERN LTS FD TR IV
-$813.1K
176,395
-16%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$810.6K
19,218
+38%
增持
JBHT
HUNT J B TRANS SVCS INC
+$806.2K
18,588
+27%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$805.2K
2,697
-5%
增持
—
ICON PLC
+$799.2K
8,061
+41%
增持
LKQ
LKQ CORP
+$789.8K
51,297
+32%
增持
AZO
AUTOZONE INC
+$756.5K
471
+177%
建仓
—
AERCAP HOLDINGS NV
+$727.0K
11,445
增持
ROP
ROPER TECHNOLOGIES INC
+$718.8K
14,066
+3%
增持
—
SMART GLOBAL HLDGS INC
+$711.2K
35,518
+92%
建仓
E
ENI S P A
+$699.1K
24,283
增持
CAR
AVIS BUDGET GROUP
+$694.5K
4,224
+203%
增持
—
CHECK POINT SOFTWARE TECH LT
+$691.3K
15,942
+58%
增持
THO
THOR INDS INC
+$690.3K
9,737
+144%
减持
PLD
PROLOGIS INC.
-$681.9K
105,659
-3%
减持
LPLA
LPL FINL HLDGS INC
-$675.9K
10,149
-29%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$673.1K
32,186
+167%
减持
ALB
ALBEMARLE CORP
-$667.5K
15,209
-17%
增持
MATW
MATTHEWS INTL CORP
+$657.5K
22,905
+159%
增持
—
ESSENT GROUP LTD
+$656.3K
19,856
+191%
增持
MTG
MGIC INVT CORP WIS
+$654.4K
58,702
+189%
建仓
—
ARCOS DORADOS HOLDINGS INC
+$654.1K
63,813
增持
IT
GARTNER INC
+$651.3K
11,817
+10%
增持
HAE
HAEMONETICS CORP MASS
+$649.1K
10,806
+230%
增持
UGP
ULTRAPAR PARTICIPACOES SA
+$648.1K
171,890
+1610%
增持
PLUS
EPLUS INC
+$646.7K
17,161
+163%
增持
PAYX
PAYCHEX INC
+$646.2K
52,624
+15%
增持
HQY
HEALTHEQUITY INC
+$644.4K
14,507
+214%
增持
VSAT
VIASAT INC
+$641.2K
22,186
+174%
增持
EXEL
EXELIXIS INC
+$638.4K
47,668
+240%
建仓
—
CONSOLIDATED WATER CO INC
+$638.3K
26,344
增持
EOG
EOG RES INC
+$636.4K
9,516
+141%
增持
MMS
MAXIMUS INC
+$635.7K
10,742
+211%
增持
DIOD
DIODES INC
+$634.4K
9,814
+233%
建仓
—
DORIAN LPG LTD
+$620.9K
24,208
增持
CAT
CATERPILLAR INC
+$620.4K
4,354
+121%
增持
—
ARISTA NETWORKS INC
+$612.5K
6,107
+172%
建仓
NTNX
NUTANIX INC
+$611.3K
21,792
清仓
BRKR
BRUKER CORP
-$604.5K
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD
+$600.9K
10,680
增持
TDG
TRANSDIGM GROUP INC
+$600.5K
1,092
+114%
建仓
KB
KB FINL GROUP INC
+$594.4K
16,331
建仓
OSG
AMBAC FINL GROUP INC
+$593.1K
41,652
增持
SCHW
SCHWAB CHARLES CORP
+$592.0K
17,160
+136%
建仓
OTEX
OPEN TEXT CORP
+$591.7K
14,240
建仓
EZPW
EZCORP INC
+$591.4K
70,577
增持
HEI
HEICO CORP NEW
+$591.3K
5,460
+149%
建仓
—
CREDICORP LTD
+$591.3K
4,005
增持
CHE
CHEMED CORP NEW
+$585.8K
4,940
+27%
建仓
—
HAYNES INTL INC
+$585.4K
11,520
建仓
ATLC
ATLANTICUS HOLDINGS CORP
+$582.7K
13,871
建仓
COLL
COLLEGIUM PHARMACEUTICAL INC
+$579.5K
26,967
建仓
EPM
EVOLUTION PETE CORP
+$578.1K
71,641
建仓
—
ADECOAGRO S A
+$574.8K
61,410
清仓
IMO
IMPERIAL OIL LTD
-$567.6K
0
-100%
减持
FSLR
FIRST SOLAR INC
-$567.4K
13,680
-6%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$562.0K
0
-100%
清仓
PARR
PAR PAC HOLDINGS INC
-$561.0K
0
-100%
建仓
PTCT
PTC THERAPEUTICS INC
+$557.4K
13,706
建仓
IMMR
IMMERSION CORP
+$557.4K
78,729
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$556.8K
0
-100%
建仓
HBCP
HOME BANCORP INC
+$556.7K
16,762
减持
HLIT
HARMONIC INC
-$551.4K
19,406
-67%
清仓
PBF
PBF ENERGY INC
-$551.1K
0
-100%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$550.5K
22,907
清仓
RELL
RICHARDSON ELECTRS LTD
-$549.9K
0
-100%
增持
APH
AMPHENOL CORP NEW
+$546.9K
79,394
+5%
减持
VLO
VALERO ENERGY CORP
-$546.8K
3,358
-50%
清仓
HURN
HURON CONSULTING GROUP INC
-$546.6K
0
-100%
建仓
GFI
GOLD FIELDS LTD
+$545.3K
39,427
增持
SWKS
SKYWORKS SOLUTIONS INC
+$538.5K
29,045
+28%
清仓
AMR
ALPHA METALLURGICAL RESOUR I
-$537.0K
0
-100%
清仓
—
ROYALTY PHARMA PLC
-$529.6K
0
-100%
清仓
OTTR
OTTER TAIL CORP
-$528.0K
0
-100%
清仓
ALNT
ALLIED MOTION TECHNOLOGIES I
-$526.3K
0
-100%
增持
—
CATALENT INC
-$524.6K
28,969
+7%
