CWC Advisors, LLC.
LAKE OSWEGO OR · SEC CIK 0001520683
$2.10亿2026Q1 申报市值
149持仓数
31.6%前十大占比 · 第一大 5.6%
10 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUSB 加仓+$672.97万
SPAB 新建仓+$484.36万
VBIL 新建仓+$92.59万
IWM 加仓+$85.86万
TLT 加仓+$64.81万
2026Q1 卖出最多 按季末市值估算
BXSL 清仓-$438.39万
GS 减仓-$205.49万
AGG 清仓-$123.59万
COMERICA INC 清仓-$56.64万
HODL 清仓-$53.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $1,169.14万 | 5.56% | 234,837 | 135,176 | 135.6% | $672.97万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $739.60万 | 3.52% | 124,198 | 3,070 | 2.5% | $18.28万 | 加仓 |
| CLOI | VANECK ETF TRUST | $700.41万 | 3.33% | 132,906 | 890 | 0.7% | $4.69万 | 加仓 |
| AVGO | BROADCOM INC | $671.85万 | 3.20% | 21,707 | -141 | -0.6% | -$4.36万 | 减仓 |
| AAPL | APPLE INC | $658.67万 | 3.13% | 25,953 | -253 | -1.0% | -$6.42万 | 减仓 |
| TLT | ISHARES TR | $599.89万 | 2.85% | 69,200 | 7,476 | 12.1% | $64.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $549.46万 | 2.61% | 31,506 | -497 | -1.6% | -$8.67万 | 减仓 |
| FLTR | VANECK ETF TRUST | $526.25万 | 2.50% | 206,533 | 3,796 | 1.9% | $9.67万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $521.97万 | 2.48% | 204,614 | 3,379 | 1.7% | $8.62万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $506.99万 | 2.41% | 138,560 | 1,267 | 0.9% | $4.64万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $500.90万 | 2.38% | 81,766 | -2,219 | -2.6% | -$13.59万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $492.87万 | 2.35% | 84,193 | 3,391 | 4.2% | $19.85万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $484.36万 | 2.31% | 189,057 | 189,057 | — | $484.36万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $484.06万 | 2.30% | 61,065 | 1,780 | 3.0% | $14.11万 | 加仓 |
| IVW | ISHARES TR | $402.48万 | 1.92% | 35,583 | 915 | 2.6% | $10.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $375.02万 | 1.78% | 17,262 | 50 | 0.3% | $1.09万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $368.16万 | 1.75% | 143,534 | 2,317 | 1.6% | $5.94万 | 加仓 |
| GE | GE AEROSPACE | $322.32万 | 1.53% | 11,359 | -74 | -0.6% | -$2.10万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $313.16万 | 1.49% | 21,360 | -134 | -0.6% | -$1.96万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $312.92万 | 1.49% | 11,309 | -691 | -5.8% | -$19.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $305.73万 | 1.46% | 5,297 | 55 | 1.0% | $3.17万 | 加仓 |
| WAB | WABTEC | $291.69万 | 1.39% | 11,672 | -22 | -0.2% | -$5,498 | 减仓 |
| IWM | ISHARES TR | $287.66万 | 1.37% | 11,599 | 3,462 | 42.5% | $85.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $285.99万 | 1.36% | 7,726 | 2 | 0.0% | $740 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $257.35万 | 1.22% | 3,042 | -2,429 | -44.4% | -$205.49万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $240.50万 | 1.14% | 48,713 | -374 | -0.8% | -$1.85万 | 减仓 |
| PSX | PHILLIPS 66 | $237.58万 | 1.13% | 13,041 | -127 | -1.0% | -$2.31万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $227.34万 | 1.08% | 11,465 | 377 | 3.4% | $7.48万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $206.38万 | 0.98% | 25,175 | -153 | -0.6% | -$1.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $200.81万 | 0.96% | 25,224 | -213 | -0.8% | -$1.70万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $195.39万 | 0.93% | 7,221 | 264 | 3.8% | $7.14万 | 加仓 |
| KVUE | KENVUE INC | $181.22万 | 0.86% | 105,115 | 8,035 | 8.3% | $13.85万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $172.51万 | 0.82% | 15,561 | -95 | -0.6% | -$1.05万 | 减仓 |
| NKE | NIKE INC | $161.43万 | 0.77% | 30,563 | 5,290 | 20.9% | $27.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $154.53万 | 0.74% | 4,574 | 51 | 1.1% | $1.72万 | 加仓 |
| DAL | DELTA AIR LINES INC | $153.50万 | 0.73% | 23,089 | -310 | -1.3% | -$2.06万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $149.86万 | 0.71% | 33,266 | 1,313 | 4.1% | $5.92万 | 加仓 |
| QCOM | QUALCOMM INC | $149.22万 | 0.71% | 11,587 | -142 | -1.2% | -$1.83万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $148.03万 | 0.70% | 4,289 | -72 | -1.7% | -$2.49万 | 减仓 |
| CME | CME GROUP INC | $141.38万 | 0.67% | 4,787 | -62 | -1.3% | -$1.83万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $137.63万 | 0.65% | 53,678 | -6,946 | -11.5% | -$17.81万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $135.38万 | 0.64% | 10,338 | -61 | -0.6% | -$7,988 | 减仓 |
| ESGU | ISHARES TR | $133.59万 | 0.64% | 9,446 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $126.01万 | 0.60% | 11,418 | 539 | 5.0% | $5.95万 | 加仓 |
| GOOGL | ALPHABET INC | $124.94万 | 0.59% | 4,345 | 142 | 3.4% | $4.08万 | 加仓 |
| AMZN | AMAZON COM INC | $124.73万 | 0.59% | 5,989 | -405 | -6.3% | -$8.43万 | 减仓 |
| DIS | DISNEY WALT CO | $124.64万 | 0.59% | 12,932 | 666 | 5.4% | $6.42万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $122.24万 | 0.58% | 27,256 | 730 | 2.8% | $3.27万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $120.91万 | 0.58% | 24,196 | -382 | -1.6% | -$1.91万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $116.83万 | 0.56% | 25,459 | -171 | -0.7% | -$7,847 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $115.20万 | 0.55% | 21,314 | 735 | 3.6% | $3.97万 | 加仓 |
| — | EXXON MOBIL CORP | $108.48万 | 0.52% | 6,394 | 62 | 1.0% | $1.05万 | 加仓 |
| MTZ | MASTEC INC | $103.47万 | 0.49% | 3,216 | -103 | -3.1% | -$3.31万 | 减仓 |
| TXN | TEXAS INSTRS INC | $100.14万 | 0.48% | 5,158 | -2 | -0.0% | -$388 | 减仓 |
| VTV | VANGUARD INDEX FDS | $98.38万 | 0.47% | 5,014 | 321 | 6.8% | $6.30万 | 加仓 |
| INDA | ISHARES TR | $95.53万 | 0.45% | 20,394 | 1,776 | 9.5% | $8.32万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $92.59万 | 0.44% | 12,240 | 12,240 | — | $92.59万 | 新建仓 |
| CSCO | CISCO SYS INC | $88.79万 | 0.42% | 11,444 | -52 | -0.5% | -$4,035 | 减仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $88.36万 | 0.42% | 68,391 | 40,491 | 145.1% | $52.31万 | 加仓 |
| WMT | WALMART INC | $85.21万 | 0.41% | 6,856 | -40 | -0.6% | -$4,971 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.19万 | 0.40% | 3,432 | 61 | 1.8% | $1.48万 | 加仓 |
| TSLA | TESLA INC | $82.94万 | 0.39% | 2,231 | 80 | 3.7% | $2.97万 | 加仓 |
| GEV | GE VERNOVA INC | $81.27万 | 0.39% | 931 | -20 | -2.1% | -$1.75万 | 减仓 |
| META | META PLATFORMS INC | $77.92万 | 0.37% | 1,362 | 46 | 3.5% | $2.63万 | 加仓 |
| GDX | VANECK ETF TRUST | $77.20万 | 0.37% | 8,412 | 476 | 6.0% | $4.37万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $76.69万 | 0.36% | 14,370 | 4,849 | 50.9% | $25.88万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $75.66万 | 0.36% | 20,139 | -204 | -1.0% | -$7,664 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $74.27万 | 0.35% | 2,164 | -12 | -0.6% | -$4,119 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $73.55万 | 0.35% | 1,806 | -63 | -3.4% | -$2.57万 | 减仓 |
| XBI | SPDR SERIES TRUST | $71.91万 | 0.34% | 5,630 | -61 | -1.1% | -$7,792 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $71.10万 | 0.34% | 30,621 | -657 | -2.1% | -$1.53万 | 减仓 |
| EWW | ISHARES INC | $69.70万 | 0.33% | 9,265 | -203 | -2.1% | -$1.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $69.45万 | 0.33% | 697 | 44 | 6.7% | $4.38万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $67.66万 | 0.32% | 3,389 | -142 | -4.0% | -$2.84万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $66.12万 | 0.31% | 1,094 | -4 | -0.4% | -$2,418 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $65.61万 | 0.31% | 9,217 | -95 | -1.0% | -$6,762 | 减仓 |
| JLL | JONES LANG LASALLE INC | $65.25万 | 0.31% | 2,144 | -63 | -2.9% | -$1.92万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $64.43万 | 0.31% | 23,490 | 1,607 | 7.3% | $4.41万 | 加仓 |
| — | DHI GROUP INC | $63.83万 | 0.30% | 227,141 | 51,328 | 29.2% | $14.42万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $63.39万 | 0.30% | 19,081 | 5,848 | 44.2% | $19.43万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $62.97万 | 0.30% | 896 | -623 | -41.0% | -$43.78万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $62.49万 | 0.30% | 8,727 | 271 | 3.2% | $1.94万 | 加仓 |
| BGC | BGC GROUP INC | $60.61万 | 0.29% | 61,969 | -1,871 | -2.9% | -$1.83万 | 减仓 |
| MRK | MERCK & CO INC | $58.20万 | 0.28% | 4,838 | -9 | -0.2% | -$1,083 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $58.01万 | 0.28% | 12,487 | 12,487 | — | $58.01万 | 新建仓 |
| BROS | DUTCH BROS INC | $57.22万 | 0.27% | 11,294 | -225 | -2.0% | -$1.14万 | 减仓 |
| BRO | BROWN & BROWN INC | $55.32万 | 0.26% | 8,484 | 289 | 3.5% | $1.88万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $53.23万 | 0.25% | 9,711 | 758 | 8.5% | $4.15万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $52.98万 | 0.25% | 5,711 | -3,141 | -35.5% | -$29.14万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $52.63万 | 0.25% | 18,098 | -1,476 | -7.5% | -$4.29万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $52.13万 | 0.25% | 16,838 | -1,582 | -8.6% | -$4.90万 | 减仓 |
| SGOL | ETFS GOLD TR | $51.01万 | 0.24% | 11,433 | -3,114 | -21.4% | -$13.89万 | 减仓 |
| — | SUPERIOR GROUP OF CO INC | $49.88万 | 0.24% | 49,097 | 4,608 | 10.4% | $4.68万 | 加仓 |
| IEF | ISHARES TR | $49.82万 | 0.24% | 5,220 | 885 | 20.4% | $8.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.71万 | 0.23% | 1,656 | 6 | 0.4% | $1,765 | 加仓 |
| MGK | VANGUARD WORLD FD | $47.33万 | 0.23% | 1,288 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $46.39万 | 0.22% | 12,446 | 1,170 | 10.4% | $4.36万 | 加仓 |
| EAGG | ISHARES TR | $46.21万 | 0.22% | 9,718 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $46.10万 | 0.22% | 6,519 | -42 | -0.6% | -$2,970 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $45.79万 | 0.22% | 4,430 | 630 | 16.6% | $6.51万 | 加仓 |