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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 57
增持 53
减持 19
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
—
FORTINET INC
+$8.8M
111,215
清仓
FTNT
FORTINET INC
-$8.2M
0
-100%
增持
KLAC
KLA CORP
+$5.9M
17,231
+23%
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
ANET
ARISTA NETWORKS INC
-$5.6M
118,771
-18%
建仓
MLI
MUELLER INDS INC
+$4.9M
42,366
清仓
GEV
GE VERNOVA INC
-$4.5M
0
-100%
减持
CAT
CATERPILLAR INC
+$4.5M
47,315
-0%
清仓
SHOP
SHOPIFY INC
-$3.6M
0
-100%
减持
APP
APPLOVIN CORP
-$3.6M
10,720
-29%
增持
APH
AMPHENOL CORP NEW
+$3.3M
158,263
+8%
增持
FICO
FAIR ISAAC CORP
+$3.2M
4,064
+64%
增持
IDXX
IDEXX LABS INC
+$3.0M
12,501
+48%
清仓
HWM
HOWMET AEROSPACE INC
-$3.0M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$3.0M
21
-100%
减持
QCOM
QUALCOMM INC
-$3.0M
1,899
-90%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$2.9M
17,628
+678%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$2.9M
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$2.8M
38,882
+69%
建仓
LII
LENNOX INTL INC
+$2.8M
5,821
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$2.8M
12,064
+65%
增持
DECK
DECKERS OUTDOOR CORP
+$2.8M
29,860
+902%
建仓
HESM
HESS MIDSTREAM LP
+$2.7M
78,446
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$2.7M
0
-100%
增持
LOPE
GRAND CANYON ED INC
+$2.7M
18,794
+811%
增持
LPX
LOUISIANA PAC CORP
+$2.7M
38,705
+659%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$2.7M
0
-100%
减持
EOG
EOG RES INC
-$2.6M
5,350
-81%
增持
POOL
POOL CORP
+$2.6M
12,895
+1204%
增持
LSTR
LANDSTAR SYS INC
+$2.6M
21,550
+481%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$2.6M
10,248
建仓
UI
UBIQUITI INC
+$2.6M
4,758
建仓
MEDP
MEDPACE HLDGS INC
+$2.6M
4,647
增持
EXPD
EXPEDITORS INTL WASH INC
+$2.6M
19,523
+679%
清仓
MSA
MSA SAFETY INC
-$2.6M
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$2.6M
0
-100%
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$2.6M
127,978
增持
FAST
FASTENAL CO
+$2.5M
70,784
+1024%
增持
MSCI
MSCI INC
+$2.5M
12,100
+55%
增持
QLYS
QUALYS INC
+$2.5M
22,189
+554%
减持
KMI
KINDER MORGAN INC DEL
-$2.5M
216,689
-27%
减持
CNK
CINEMARK HLDGS INC
-$2.5M
23,718
-78%
减持
CVLT
COMMVAULT SYS INC
-$2.4M
10,966
-46%
减持
MDLZ
MONDELEZ INTL INC
-$2.4M
6,017
-86%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$2.4M
0
-100%
增持
MANH
MANHATTAN ASSOCIATES INC
+$2.4M
24,094
+182%
增持
FHI
FEDERATED HERMES INC
+$2.4M
66,293
+232%
清仓
NXT
NEXTRACKER INC
-$2.4M
0
-100%
清仓
LRN
STRIDE INC
-$2.3M
0
-100%
清仓
RELX
RELX PLC
-$2.3M
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$2.3M
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$2.3M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.3M
322
-99%
建仓
FIX
COMFORT SYS USA INC
+$2.3M
2,412
建仓
TKO
TKO GROUP HOLDINGS INC
+$2.2M
10,586
增持
PAYX
PAYCHEX INC
+$2.1M
61,843
+63%
增持
CASY
CASEYS GEN STORES INC
+$2.1M
9,090
+73%
增持
SMCI
SUPER MICRO COMPUTER INC
+$2.0M
162,445
+187%
建仓
—
DEFINITIVE HEALTHCARE CORP
+$2.0M
698,967
增持
IDCC
INTERDIGITAL INC
+$2.0M
17,750
+67%
增持
WELL
WELLTOWER INC
+$2.0M
69,259
+13%
清仓
VIRT
VIRTU FINL INC
-$1.9M
0
-100%
减持
NEM
NEWMONT CORP
-$1.9M
38,169
-43%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.9M
737,734
+12%
增持
JBHT
HUNT J B TRANS SVCS INC
+$1.8M
17,410
+47%
增持
IBD
NORTHERN LTS FD TR IV
+$1.8M
732,647
+11%
增持
FLS
FLOWSERVE CORP
+$1.7M
61,823
+29%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$1.7M
39,384
+96%
减持
CTMX
CYTOMX THERAPEUTICS INC
-$1.7M
8
-100%
增持
PH
PARKER-HANNIFIN CORP
+$1.7M
12,392
+2%
增持
AVGO
BROADCOM INC
+$1.6M
18,229
+28%
减持
HWKN
HAWKINS INC
-$1.6M
3,300
-71%
建仓
—
NEXTPOWER INC
+$1.6M
18,211
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$1.6M
191,790
-5%
增持
PLD
PROLOGIS INC.
+$1.6M
93,563
+3%
清仓
AGX
ARGAN INC
-$1.6M
0
-100%
增持
NRG
NRG ENERGY INC
+$1.5M
39,956
+33%
清仓
—
HEIDRICK & STRUGGLES INTL IN
-$1.5M
0
-100%
增持
EHC
ENCOMPASS HEALTH CORP
+$1.5M
40,647
+83%
建仓
CELH
CELSIUS HLDGS INC
+$1.5M
32,098
增持
MPWR
MONOLITHIC PWR SYS INC
+$1.5M
10,105
+21%
减持
SFM
SPROUTS FMRS MKT INC
-$1.4M
15,614
-36%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$1.4M
109,165
+275%
增持
—
NATIONAL ENERGY SERVICES REU
+$1.4M
116,656
+160%
增持
VMI
VALMONT INDS INC
+$1.4M
7,024
+85%
建仓
MPLX
MPLX LP
+$1.3M
25,282
增持
—
AERCAP HOLDINGS NV
+$1.3M
11,183
+418%
建仓
ATI
ATI INC
+$1.3M
11,562
建仓
—
TRANSOCEAN LTD
+$1.3M
321,198
建仓
—
ENVELA CORP
+$1.3M
98,418
建仓
—
INTER & CO INC
+$1.3M
155,241
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$1.3M
2,256
建仓
UMC
UNITED MICROELECTRONICS CORP
+$1.3M
166,912
建仓
—
RENAISSANCERE HLDGS LTD
+$1.3M
4,653
建仓
—
JAZZ PHARMACEUTICALS PLC
+$1.3M
7,650
建仓
CVSA
ADTALEM GLOBAL ED INC
+$1.3M
12,549
建仓
—
HCI GROUP INC
+$1.3M
6,768
增持
MKSI
MKS INC.
+$1.3M
10,946
+197%
建仓
CWEN
CLEARWAY ENERGY INC
+$1.3M
38,775
建仓
—
PATRIA INVESTMENTS LIMITED
+$1.3M
81,075
建仓
MG
MISTRAS GROUP INC
+$1.3M
101,661
建仓
NTES
NETEASE INC
+$1.3M
9,327
建仓
KALU
KAISER ALUMINUM CORP
+$1.3M
11,139
增持
CIEN
CIENA CORP
+$1.3M
13,461
+5%
建仓
WWD
WOODWARD INC
+$1.3M
4,230
建仓
—
IHS HOLDING LIMITED
+$1.3M
171,315
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.3M
18,108
+419%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$1.3M
32,148
增持
AMKR
AMKOR TECHNOLOGY INC
+$1.3M
43,594
+174%
建仓
ILPT
INDUSTRIAL LOGISTICS PPTYS T
+$1.3M
227,997
建仓
UVE
UNIVERSAL INS HLDGS INC
+$1.3M
37,365
建仓
—
SEALED AIR CORP NEW
+$1.3M
30,456
增持
DGII
DIGI INTL INC
+$1.3M
39,552
+219%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$1.3M
7,896
增持
JKHY
HENRY JACK & ASSOC INC
+$1.3M
8,555
+321%
建仓
—
ANGLOGOLD ASHANTI PLC
+$1.3M
14,664
增持
CW
CURTISS WRIGHT CORP
+$1.2M
9,836
+28%
建仓
INVA
INNOVIVA INC
+$1.2M
62,463
建仓
CRMD
CORMEDIX INC
+$1.2M
107,259
建仓
SIBN
SI-BONE INC
+$1.2M
63,168
增持
MMS
MAXIMUS INC
+$1.2M
19,634
+299%
建仓
ALNT
ALLIENT INC
+$1.2M
23,124
增持
NTCT
NETSCOUT SYS INC
+$1.2M
62,719
+256%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$1.2M
53,157
建仓
EVER
EVERQUOTE INC
+$1.2M
45,828
建仓
HMY
HARMONY GOLD MINING CO LTD
+$1.2M
62,040
建仓
FSS
FEDERAL SIGNAL CORP
+$1.2M
11,368
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$1.2M
144,916
+200%
建仓
CTGO
CONTANGO ORE INC
+$1.2M
46,671
清仓
CDE
COEUR MNG INC
-$1.2M
0
-100%
建仓
NRIM
NORTHRIM BANCORP INC
+$1.2M
45,966
建仓
—
THERMON GROUP HLDGS INC
+$1.2M
32,853
增持
HSTM
HEALTHSTREAM INC
+$1.2M
72,522
+352%
建仓
—
CLARIVATE PLC
+$1.2M
365,331
增持
EME
EMCOR GROUP INC
+$1.2M
14,949
+22%
建仓
DRVN
DRIVEN BRANDS HLDGS INC
+$1.2M
81,921
减持
WDC
WESTERN DIGITAL CORP
-$1.2M
1,873
-85%
建仓
CACI
CACI INTL INC
+$1.2M
2,256
建仓
HVT
HAVERTY FURNITURE COS INC
+$1.2M
50,760
增持
EYE
NATIONAL VISION HLDGS INC
+$1.2M
63,277
+308%
建仓
TCBX
THIRD COAST BANCSHARES INC
+$1.2M
31,020
建仓
OPRX
OPTIMIZERX CORP
+$1.2M
95,880
建仓
CBRL
CRACKER BARREL OLD CTRY STOR
+$1.2M
46,248
建仓
STRT
STRATTEC SEC CORP
+$1.2M
15,369
建仓
FRPT
FRESHPET INC
+$1.2M
19,176
减持
TTMI
TTM TECHNOLOGIES INC
-$1.2M
6,744
-76%
清仓
THC
TENET HEALTHCARE CORP
-$1.1M
0
-100%
增持
TER
TERADYNE INC
+$1.1M
16,559
+9%
增持
DDS
DILLARDS INC
+$1.1M
3,618
+106%
减持
CF
CF INDS HLDGS INC
-$1.1M
4,291
-73%
清仓
HCI
HCI GROUP INC
-$1.1M
0
-100%
