CWM, LLC
OMAHA NE · SEC CIK 0001535847
$380.54亿2026Q1 申报市值
5,669持仓数
17.7%前十大占比 · 第一大 2.4%
291 / 207新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CORO 新建仓+$5.21亿
SPTI 加仓+$1.88亿
GOVT 加仓+$1.48亿
IDEF 新建仓+$1.39亿
BLCR 新建仓+$1.39亿
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$3.29亿
EFV 减仓-$1.84亿
IEMG 减仓-$1.70亿
SPAB 减仓-$1.07亿
IAU 减仓-$1.05亿
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 |
|---|---|---|---|---|---|---|---|---|
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $2.12万 | 0.00% | 855 | 355 | 71.0% | $8,796 | 加仓 |
| ATNI | ATN INTL INC | $2.12万 | 0.00% | 779 | 111 | 16.6% | $3,021 | 加仓 |
| BELFA | BEL FUSE INC | $2.13万 | 0.00% | 118 | 5 | 4.4% | $901 | 加仓 |
| JIII | JANUS DETROIT STR TR | $2.13万 | 0.00% | 430 | 5 | 1.2% | $248 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $2.13万 | 0.00% | 1,197 | -145 | -10.8% | -$2,583 | 重新持有 |
| — | DMC GLOBAL INC | $2.14万 | 0.00% | 4,109 | 2,495 | 154.6% | $1.30万 | 加仓 |
| — | ISHARES TR | $2.14万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $2.14万 | 0.00% | 1,000 | 492 | 96.9% | $1.05万 | 加仓 |
| MSB | MESABI TR | $2.14万 | 0.00% | 682 | 5 | 0.7% | $157 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $2.14万 | 0.00% | 1,131 | 836 | 283.4% | $1.59万 | 加仓 |
| SEPN | SEPTERNA INC | $2.15万 | 0.00% | 894 | 6 | 0.7% | $144 | 加仓 |
| — | WISDOMTREE TR | $2.15万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $2.16万 | 0.00% | 7,385 | -1,088 | -12.8% | -$3,177 | 减仓 |
| INNV | INNOVAGE HLDG CORP | $2.16万 | 0.00% | 2,690 | 718 | 36.4% | $5,758 | 加仓 |
| BHC | BAUSCH HEALTH COS INC | $2.16万 | 0.00% | 4,000 | 2,000 | 100.0% | $1.08万 | 加仓 |
| — | HENNESSY FDS TR | $2.17万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| WEST | WESTROCK COFFEE CO | $2.17万 | 0.00% | 5,096 | 3,044 | 148.3% | $1.29万 | 加仓 |
| TBBB | BBB FOODS INC | $2.17万 | 0.00% | 613 | 163 | 36.2% | $5,765 | 加仓 |
| ONDS | ONDAS INC | $2.18万 | 0.00% | 2,407 | 1,416 | 142.9% | $1.28万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $2.18万 | 0.00% | 432 | -484 | -52.8% | -$2.44万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $2.18万 | 0.00% | 827 | 2 | 0.2% | $53 | 加仓 |
| — | STAR EQUITY HOLDINGS INC | $2.18万 | 0.00% | 2,120 | 2,120 | — | $2.18万 | 新建仓 |
| MG | MISTRAS GROUP INC | $2.18万 | 0.00% | 1,478 | 177 | 13.6% | $2,616 | 加仓 |
| HESM | HESS MIDSTREAM LP | $2.19万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STS COMMODITY INDEX F | $2.19万 | 0.00% | 637 | 575 | 927.4% | $1.98万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $2.20万 | 0.00% | 2,235 | 386 | 20.9% | $3,791 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $2.20万 | 0.00% | 1,845 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $2.20万 | 0.00% | 1,678 | 180 | 12.0% | $2,356 | 加仓 |
| — | SPDR SERIES TRUST | $2.20万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC | $2.21万 | 0.00% | 5,492 | 4,773 | 663.8% | $1.92万 | 加仓 |
| LADR | LADDER CAP CORP | $2.21万 | 0.00% | 2,262 | -2,294 | -50.4% | -$2.24万 | 减仓 |
| — | CALAMOS ETF TR | $2.21万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.21万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $2.22万 | 0.00% | 606 | 97 | 19.1% | $3,554 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $2.22万 | 0.00% | 1,611 | -172 | -9.6% | -$2,371 | 减仓 |
| WINN | HARBOR ETF TRUST | $2.22万 | 0.00% | 801 | 801 | — | $2.22万 | 新建仓 |
| — | SPROTT FDS TR | $2.23万 | 0.00% | 376 | 96 | 34.3% | $5,681 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $2.23万 | 0.00% | 1,554 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP | $2.23万 | 0.00% | 4,641 | 1,483 | 47.0% | $7,133 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $2.23万 | 0.00% | 195 | 195 | — | $2.23万 | 新建仓 |
| — | LOANDEPOT INC | $2.24万 | 0.00% | 15,767 | 5,304 | 50.7% | $7,532 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $2.24万 | 0.00% | 1,527 | 1,242 | 435.8% | $1.83万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $2.25万 | 0.00% | 168 | 1 | 0.6% | $134 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $2.25万 | 0.00% | 832 | -959 | -53.5% | -$2.59万 | 减仓 |
| BILZ | PIMCO ETF TR | $2.25万 | 0.00% | 223 | -334 | -60.0% | -$3.37万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $2.26万 | 0.00% | 1,138 | -20 | -1.7% | -$398 | 减仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $2.27万 | 0.00% | 2,102 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP | $2.27万 | 0.00% | 157 | 83 | 112.2% | $1.20万 | 加仓 |
| — | AARDVARK THERAPEUTICS INC | $2.28万 | 0.00% | 6,035 | 6,018 | 35,400.0% | $2.27万 | 加仓 |
| SDOG | ALPS ETF TR | $2.28万 | 0.00% | 350 | 350 | — | $2.28万 | 新建仓 |
| SLRC | SLR INVESTMENT CORP | $2.28万 | 0.00% | 1,594 | -600 | -27.3% | -$8,585 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $2.28万 | 0.00% | 4,317 | 1,258 | 41.1% | $6,655 | 加仓 |
| — | PULMONX CORP | $2.29万 | 0.00% | 17,719 | 13,889 | 362.6% | $1.79万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $2.29万 | 0.00% | 458 | 317 | 224.8% | $1.58万 | 加仓 |
| STAA | STAAR SURGICAL CO | $2.30万 | 0.00% | 1,230 | -206 | -14.3% | -$3,852 | 减仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $2.30万 | 0.00% | 1,122 | 686 | 157.3% | $1.41万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $2.31万 | 0.00% | 288 | 202 | 234.9% | $1.62万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $2.31万 | 0.00% | 1,983 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $2.31万 | 0.00% | 28,890 | 18,262 | 171.8% | $1.46万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.33万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.34万 | 0.00% | 890 | 450 | 102.3% | $1.18万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $2.34万 | 0.00% | 2,684 | 2,476 | 1,190.4% | $2.16万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $2.34万 | 0.00% | 1,119 | 0 | 0.0% | — | 不变 |
| FFLG | FIDELITY COVINGTON TRUST | $2.35万 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $2.35万 | 0.00% | 551 | 255 | 86.1% | $1.09万 | 加仓 |
| OAIM | UNIFIED SER TR | $2.35万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| — | THERAVANCE BIOPHARMA INC | $2.36万 | 0.00% | 1,456 | 183 | 14.4% | $2,970 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $2.36万 | 0.00% | 599 | 0 | 0.0% | — | 不变 |
| — | REX ETF TR | $2.39万 | 0.00% | 1,000 | 1,000 | — | $2.39万 | 新建仓 |
| — | BRANCHOUT FOOD INC | $2.40万 | 0.00% | 7,280 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $2.40万 | 0.00% | 2,019 | -2,970 | -59.5% | -$3.54万 | 减仓 |
| LXU | LSB INDS INC | $2.41万 | 0.00% | 1,616 | -17 | -1.0% | -$253 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $2.41万 | 0.00% | 760 | 760 | — | $2.41万 | 新建仓 |
| ENIC | ENEL CHILE SA | $2.41万 | 0.00% | 6,118 | 530 | 9.5% | $2,088 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $2.41万 | 0.00% | 1,041 | 402 | 62.9% | $9,322 | 加仓 |
| — | NEXTNRG INC | $2.42万 | 0.00% | 60,404 | 57,926 | 2,337.6% | $2.32万 | 加仓 |
| — | LIFEVANTAGE CORP | $2.43万 | 0.00% | 5,626 | 4,254 | 310.1% | $1.84万 | 加仓 |
| ULS | UL SOLUTIONS INC | $2.43万 | 0.00% | 284 | 12 | 4.4% | $1,029 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $2.44万 | 0.00% | 491 | -62,236 | -99.2% | -$308.91万 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $2.44万 | 0.00% | 2,252 | 1,661 | 281.0% | $1.80万 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC | $2.44万 | 0.00% | 1,138 | 685 | 151.2% | $1.47万 | 加仓 |
| RCKY | ROCKY BRANDS INC | $2.45万 | 0.00% | 632 | 29 | 4.8% | $1,123 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $2.45万 | 0.00% | 983 | -516 | -34.4% | -$1.29万 | 减仓 |
| — | ZEVIA PBC | $2.45万 | 0.00% | 20,948 | 20,687 | 7,926.1% | $2.42万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $2.46万 | 0.00% | 628 | 2 | 0.3% | $78 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $2.47万 | 0.00% | 1,835 | -642 | -25.9% | -$8,631 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC 看跌期权 | $2.48万 | 0.00% | 3,600 | 3,600 | — | $2.48万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $2.49万 | 0.00% | 790 | 7 | 0.9% | $220 | 加仓 |
| CURV | TORRID HLDGS INC | $2.49万 | 0.00% | 13,991 | 9,574 | 216.8% | $1.70万 | 加仓 |
| NVEC | NVE CORP | $2.50万 | 0.00% | 381 | -3 | -0.8% | -$197 | 减仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $2.50万 | 0.00% | 503 | 201 | 66.6% | $1.00万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $2.51万 | 0.00% | 844 | -9 | -1.1% | -$268 | 减仓 |
| RLGT | RADIANT LOGISTICS INC | $2.51万 | 0.00% | 3,566 | -101 | -2.8% | -$712 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.51万 | 0.00% | 817 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $2.52万 | 0.00% | 2,501 | 697 | 38.6% | $7,012 | 加仓 |
| HRI | HERC HLDGS INC | $2.52万 | 0.00% | 253 | -364 | -59.0% | -$3.62万 | 减仓 |
| — | AMERICAN WOODMARK CORP | $2.53万 | 0.00% | 635 | -835 | -56.8% | -$3.33万 | 减仓 |
| CXT | CRANE NXT CO | $2.54万 | 0.00% | 626 | 18 | 3.0% | $730 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.54万 | 0.00% | 1,023 | 0 | 0.0% | — | 不变 |
| — | NERDY INC | $2.54万 | 0.00% | 31,169 | 28,059 | 902.2% | $2.29万 | 加仓 |