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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 50
增持 38
减持 23
清仓 39
方向
标的
Δ市值
现股数(环比)
增持
ANET
ARISTA NETWORKS INC
+$6.5M
144,937
+1%
增持
APP
APPLOVIN CORP
+$5.9M
15,060
+8%
增持
PTL
NORTHERN LTS FD TR IV
+$4.8M
44,007
+64%
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
NEM
NEWMONT CORP
-$4.7M
67,437
-62%
减持
RMD
RESMED INC
-$4.6M
836
-96%
增持
VRT
VERTIV HOLDINGS CO
+$4.6M
38,472
+307%
减持
APH
AMPHENOL CORP NEW
+$3.3M
146,274
-2%
建仓
IR
INGERSOLL RAND INC
+$3.3M
39,511
减持
CAT
CATERPILLAR INC
+$3.1M
47,397
-6%
清仓
ANSS
ANSYS INC
-$3.1M
0
-100%
增持
EME
EMCOR GROUP INC
+$2.8M
12,208
+26%
建仓
IOT
SAMSARA INC
+$2.5M
67,966
建仓
NXT
NEXTRACKER INC
+$2.4M
32,206
建仓
LRN
STRIDE INC
+$2.3M
15,759
建仓
AXON
AXON ENTERPRISE INC
+$2.3M
3,193
减持
PGR
PROGRESSIVE CORP
-$2.3M
55,279
-7%
减持
FTNT
FORTINET INC
-$2.2M
97,584
-1%
减持
FANG
DIAMONDBACK ENERGY INC
-$2.1M
27,905
-37%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$2.1M
2,266
建仓
BSY
BENTLEY SYS INC
+$2.0M
38,524
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$2.0M
202,283
-6%
清仓
FCN
FTI CONSULTING INC
-$2.0M
0
-100%
建仓
VIRT
VIRTU FINL INC
+$1.9M
54,899
减持
QCOM
QUALCOMM INC
-$1.8M
19,716
-39%
增持
MPWR
MONOLITHIC PWR SYS INC
+$1.8M
8,361
+3%
减持
KBH
KB HOME
-$1.7M
7,099
-83%
增持
HWKN
HAWKINS INC
+$1.7M
11,354
+317%
建仓
CTMX
CYTOMX THERAPEUTICS INC
+$1.7M
522,482
增持
ORI
OLD REP INTL CORP
+$1.6M
84,624
+67%
清仓
CHE
CHEMED CORP NEW
-$1.6M
0
-100%
增持
IBD
NORTHERN LTS FD TR IV
+$1.6M
661,400
+11%
增持
URI
UNITED RENTALS INC
+$1.6M
6,394
+7%
增持
BWXT
BWX TECHNOLOGIES INC
+$1.6M
28,675
+12%
增持
EXEL
EXELIXIS INC
+$1.6M
72,459
+126%
增持
GEV
GE VERNOVA INC
+$1.6M
7,316
+32%
清仓
SLVM
SYLVAMO CORP
-$1.5M
0
-100%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$1.4M
5,755
增持
JBL
JABIL INC
+$1.3M
15,769
+62%
增持
REG
REGENCY CTRS CORP
+$1.3M
21,736
+441%
增持
EVR
EVERCORE INC
+$1.3M
7,293
+66%
增持
WDC
WESTERN DIGITAL CORP
+$1.2M
12,785
+186%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.2M
7,325
+14%
增持
MCY
MERCURY GENL CORP NEW
+$1.2M
18,820
+224%
增持
AVGO
BROADCOM INC
+$1.2M
14,225
+12%
减持
MELI
MERCADOLIBRE INC
-$1.2M
992
-26%
清仓
UGI
UGI CORP NEW
-$1.2M
0
-100%
增持
CRUS
CIRRUS LOGIC INC
+$1.2M
13,241
+187%
增持
AGX
ARGAN INC
+$1.2M
5,785
+229%
增持
VISN
COMMSCOPE HLDG CO INC
+$1.2M
116,102
+52%
建仓
ACMR
ACM RESH INC
+$1.2M
29,496
增持
HST
HOST HOTELS & RESORTS INC
+$1.1M
143,449
+70%
建仓
EZPW
EZCORP INC
+$1.1M
59,580
增持
VLO
VALERO ENERGY CORP
+$1.1M
8,295
+295%
建仓
ALHC
ALIGNMENT HEALTHCARE INC
+$1.1M
64,713
增持
NUS
NU SKIN ENTERPRISES INC
+$1.1M
123,690
+153%
建仓
HCI
HCI GROUP INC
+$1.1M
5,774
增持
—
HEIDRICK & STRUGGLES INTL IN
+$1.1M
29,991
+250%
建仓
TBCH
TURTLE BEACH CORP
+$1.1M
68,944
建仓
VIAV
VIAVI SOLUTIONS INC
+$1.1M
86,339
增持
VSAT
VIASAT INC
+$1.1M
50,766
+89%
建仓
—
CONSOLIDATED WATER CO INC
+$1.1M
30,855
增持
TRS
TRIMAS CORP
+$1.1M
38,227
+179%
建仓
—
HAMILTON INSURANCE GROUP LTD
+$1.1M
43,646
建仓
CCK
CROWN HLDGS INC
+$1.1M
11,192
增持
VMI
VALMONT INDS INC
+$1.1M
3,803
+212%
建仓
—
THERAVANCE BIOPHARMA INC
+$1.1M
73,556
建仓
PAHC
PHIBRO ANIMAL HEALTH CORP
+$1.1M
26,297
建仓
GL
GLOBE LIFE INC
+$1.1M
7,428
建仓
NATL
NCR ATLEOS CORPORATION
+$1.1M
26,997
清仓
—
CONFLUENT INC
-$1.1M
0
-100%
建仓
—
NEXXEN INTL LTD
+$1.1M
113,933
建仓
STNE
STONECO LTD
+$1.1M
55,571
建仓
SF
STIFEL FINL CORP
+$1.0M
9,230
建仓
XERS
XERIS BIOPHARMA HOLDINGS INC
+$1.0M
128,494
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$1.0M
61,238
增持
PLAB
PHOTRONICS INC
+$1.0M
62,556
+201%
建仓
YUMC
YUM CHINA HLDGS INC
+$1.0M
24,334
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$1.0M
6,055
建仓
RNGR
RANGER ENERGY SVCS INC
+$1.0M
74,069
建仓
—
GIGACLOUD TECHNOLOGY INC
+$1.0M
36,614
建仓
ALV
AUTOLIV INC
+$1.0M
8,416
建仓
OSPN
ONESPAN INC
+$1.0M
65,350
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$1.0M
5,969
增持
KE
KIMBALL ELECTRONICS INC
+$1.0M
47,426
+134%
减持
VEEV
VEEVA SYS INC
-$1.0M
15,373
-21%
建仓
DAL
DELTA AIR LINES INC DEL
+$1.0M
17,920
增持
VITL
VITAL FARMS INC
+$1.0M
33,998
+237%
减持
KLAC
KLA CORP
+$1.0M
13,961
-11%
建仓
MITK
MITEK SYS INC
+$1.0M
102,881
清仓
POWL
POWELL INDS INC
-$1.0M
0
-100%
建仓
—
LUXFER HLDGS PLC
+$1.0M
72,164
建仓
OPFI
OPPFI INC
+$1.0M
88,378
建仓
UFCS
UNITED FIRE GROUP INC
+$998.4K
32,821
建仓
—
XP INC
+$995.9K
53,002
建仓
BELFB
BEL FUSE INC
+$990.4K
7,023
建仓
CRC
CALIFORNIA RES CORP
+$984.2K
18,507
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$982.6K
0
-100%
建仓
—
AMER SPORTS INC
+$977.8K
28,137
建仓
GNRC
GENERAC HLDGS INC
+$968.4K
5,785
建仓
FLXS
FLEXSTEEL INDS INC
+$954.6K
20,596
建仓
BBW
BUILD-A-BEAR WORKSHOP INC
+$937.1K
14,371
增持
PH
PARKER-HANNIFIN CORP
+$934.8K
12,187
+2%
清仓
BSVN
BANK7 CORP
-$928.6K
0
-100%
建仓
OPRT
OPORTUN FINL CORP
+$928.2K
150,441
清仓
—
FLEX LTD
-$925.4K
0
-100%
清仓
NTGR
NETGEAR INC
-$913.2K
0
-100%
清仓
GHM
GRAHAM CORP
-$912.3K
0
-100%
清仓
NRIM
NORTHRIM BANCORP INC
-$911.0K
0
-100%
清仓
HEI
HEICO CORP NEW
-$910.2K
0
-100%
清仓
BPOP
POPULAR INC
-$905.3K
0
-100%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$904.8K
0
-100%
清仓
UVE
UNIVERSAL INS HLDGS INC
-$901.9K
0
-100%
减持
ENVA
ENOVA INTL INC
-$901.8K
3,947
-68%
清仓
CACI
CACI INTL INC
-$899.5K
0
-100%
清仓
NECB
NORTHEAST CMNTY BANCORP INC
-$895.3K
0
-100%
减持
CTAS
CINTAS CORP
-$893.7K
39,331
-2%
清仓
FIX
COMFORT SYS USA INC
-$892.8K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$892.0K
0
-100%
清仓
DTM
DT MIDSTREAM INC
-$891.6K
0
-100%
清仓
PATH
UIPATH INC
-$890.8K
0
-100%
减持
PODD
INSULET CORP
-$885.1K
990
-74%
清仓
GLDD
GREAT LAKES DREDGE & DOCK CO
-$884.9K
0
-100%
清仓
HLI
HOULIHAN LOKEY INC
-$878.9K
0
-100%
清仓
CSV
CARRIAGE SVCS INC
-$878.3K
0
-100%
清仓
PRDO
PERDOCEO ED CORP
-$878.1K
0
-100%
清仓
FTDR
FRONTDOOR INC
-$876.7K
0
-100%
增持
IDXX
IDEXX LABS INC
+$871.6K
8,468
+0%
清仓
—
PATRIA INVESTMENTS LIMITED
-$864.6K
0
-100%
清仓
FUTU
FUTU HLDGS LTD
-$864.3K
0
-100%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$864.2K
29,107
-36%
清仓
EAT
BRINKER INTL INC
-$863.4K
0
-100%
减持
PSTG
PURE STORAGE INC
+$861.6K
35,259
-3%
清仓
ROAD
CONSTRUCTION PARTNERS INC
-$861.2K
0
-100%
建仓
RIGL
RIGEL PHARMACEUTICALS INC
+$859.0K
30,322
清仓
CWEN
CLEARWAY ENERGY INC
-$856.0K
0
-100%
增持
CW
CURTISS WRIGHT CORP
+$855.8K
7,686
+13%
建仓
NI
NISOURCE INC
+$850.5K
19,642
减持
CCBG
CAPITAL CITY BK GROUP INC
-$847.4K
10,905
-67%
减持
DBD
DIEBOLD NIXDORF INC
-$844.4K
7,985
-66%
清仓
ENPH
ENPHASE ENERGY INC
-$844.1K
0
-100%
清仓
—
INTER & CO INC
-$842.9K
0
-100%
清仓
BJRI
BJS RESTAURANTS INC
-$841.6K
0
-100%
清仓
EQT
EQT CORP
-$841.4K
0
-100%
增持
SHOP
SHOPIFY INC
+$839.4K
24,552
+1%
清仓
B
BARRICK MNG CORP
-$838.9K
0
-100%
增持
CDE
COEUR MNG INC
+$837.3K
65,558
+48%
减持
WRB
BERKLEY W R CORP
-$832.2K
4,044
-74%
减持
DGII
DIGI INTL INC
-$830.1K
12,417
-66%
清仓
HIMX
HIMAX TECHNOLOGIES INC
-$826.7K
0
-100%
减持
NTCT
NETSCOUT SYS INC
-$821.2K
17,606
-66%
