CWC Advisors, LLC.
LAKE OSWEGO OR · SEC CIK 0001520683
$2.25亿2026Q2 申报市值
152持仓数
31.1%前十大占比 · 第一大 5.2%
8 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPM 加仓+$179.74万
EA SERIES TRUST 新建仓+$144.54万
PXED 新建仓+$62.91万
VITL 加仓+$46.56万
LFCR 新建仓+$45.86万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$272.64万
XLF 清仓-$240.50万
GE 减仓-$192.80万
MTZ 减仓-$72.73万
STRL 减仓-$72.69万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SHE | SPDR SERIES TRUST | $49.83万 | 0.22% | 3,227 | -32 | -1.0% | -$4,941 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $49.06万 | 0.22% | 8,727 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $46.08万 | 0.20% | 9,720 | 2 | 0.0% | $95 | 加仓 |
| — | SPDR INDEX SHS FDS | $45.95万 | 0.20% | 10,008 | 3 | 0.0% | $138 | 加仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $45.86万 | 0.20% | 87,357 | 87,357 | — | $45.86万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $45.25万 | 0.20% | 16,337 | 390 | 2.4% | $1.08万 | 加仓 |
| SGOL | ETFS GOLD TR | $43.71万 | 0.19% | 11,433 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.64万 | 0.19% | 571 | 12 | 2.1% | $8,961 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $42.54万 | 0.19% | 3,410 | 18 | 0.5% | $2,246 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $42.49万 | 0.19% | 9,651 | 232 | 2.5% | $1.02万 | 加仓 |
| ORCL | ORACLE CORP | $41.90万 | 0.19% | 2,859 | -15 | -0.5% | -$2,198 | 减仓 |
| ESGD | ISHARES TR | $41.89万 | 0.19% | 4,074 | -16 | -0.4% | -$1,645 | 减仓 |
| IEF | ISHARES TR | $41.48万 | 0.18% | 4,386 | -834 | -16.0% | -$7.89万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $40.11万 | 0.18% | 11,408 | 11,408 | — | $40.11万 | 新建仓 |
| EDV | VANGUARD WORLD FD | $39.59万 | 0.18% | 6,084 | 570 | 10.3% | $3.71万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $39.06万 | 0.17% | 5,450 | -285 | -5.0% | -$2.04万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $38.92万 | 0.17% | 8,089 | 55 | 0.7% | $2,647 | 加仓 |
| FC | FRANKLIN COVEY CO | $38.75万 | 0.17% | 15,797 | -838 | -5.0% | -$2.06万 | 减仓 |
| MMSI | MERIT MED SYS INC | $38.03万 | 0.17% | 5,484 | -256 | -4.5% | -$1.78万 | 减仓 |
| HRB | BLOCK H & R INC | $37.31万 | 0.17% | 9,798 | -490 | -4.8% | -$1.87万 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $36.00万 | 0.16% | 10,135 | -497 | -4.7% | -$1.77万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $35.74万 | 0.16% | 23,654 | -1,037 | -4.2% | -$1.57万 | 减仓 |
| BAC | BANK OF AMER CORP | $33.36万 | 0.15% | 5,855 | -59 | -1.0% | -$3,362 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $30.71万 | 0.14% | 11,590 | 222 | 2.0% | $5,883 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $30.44万 | 0.14% | 2,006 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $30.14万 | 0.13% | 283 | -29 | -9.3% | -$3.09万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $30.01万 | 0.13% | 14,691 | 69 | 0.5% | $1,409 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $29.99万 | 0.13% | 11,806 | 1,327 | 12.7% | $3.37万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $29.16万 | 0.13% | 3,888 | -217 | -5.3% | -$1.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.02万 | 0.13% | 580 | -32 | -5.2% | -$1.60万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.01万 | 0.13% | 5,034 | -15 | -0.3% | -$864 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $28.81万 | 0.13% | 4,195 | -207 | -4.7% | -$1.42万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $27.71万 | 0.12% | 2,168 | 59 | 2.8% | $7,541 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $27.32万 | 0.12% | 2,570 | 42 | 1.7% | $4,465 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.03万 | 0.12% | 8,532 | -165 | -1.9% | -$5,227 | 减仓 |
| NUSC | NUSHARES ETF TR | $26.88万 | 0.12% | 5,157 | -1 | -0.0% | -$52 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $25.71万 | 0.11% | 5,042 | 5,042 | — | $25.71万 | 新建仓 |
| USB | US BANCORP | $25.30万 | 0.11% | 4,188 | -189 | -4.3% | -$1.14万 | 减仓 |
| — | VANECK ETF TRUST | $25.25万 | 0.11% | 10,462 | 2 | 0.0% | $48 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $24.90万 | 0.11% | 7,691 | 7,691 | — | $24.90万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $24.25万 | 0.11% | 14,523 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $23.72万 | 0.11% | 5,347 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $23.18万 | 0.10% | 3,579 | -100 | -2.7% | -$6,477 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.75万 | 0.10% | 7,236 | -70 | -1.0% | -$2,201 | 减仓 |
| MINT | PIMCO ETF TR | $22.41万 | 0.10% | 2,223 | -479 | -17.7% | -$4.83万 | 减仓 |
| IWO | ISHARES TR | $22.22万 | 0.10% | 564 | 564 | — | $22.22万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $22.07万 | 0.10% | 2,693 | 2,693 | — | $22.07万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.96万 | 0.10% | 1,325 | 66 | 5.2% | $1.09万 | 加仓 |
| SUSB | ISHARES TR | $20.62万 | 0.09% | 8,251 | 2 | 0.0% | $50 | 加仓 |
| INN | SUMMIT HOTEL PPTYS | $18.14万 | 0.08% | 25,873 | -828 | -3.1% | -$5,804 | 减仓 |
| HCKT | HACKETT GROUP INC | $16.63万 | 0.07% | 15,445 | -771 | -4.8% | -$8,303 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $9.05万 | 0.04% | 11,886 | 1,125 | 10.5% | $8,561 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -48,713 | -100.0% | -$240.50万 | 清仓 |
| GSST | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -5,308 | -100.0% | -$26.83万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,286 | -100.0% | -$26.75万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,168 | -100.0% | -$23.11万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -9,790 | -100.0% | -$22.02万 | 清仓 |