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 |
|---|---|---|---|---|---|---|---|---|
| OR | OR ROYALTIES INC. | $5.98万 | 0.00% | 1,572 | 1,347 | 598.7% | $5.12万 | 加仓 |
| ABND | AMERICAN CENTY ETF TR | $5.98万 | 0.00% | 1,367 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $6.00万 | 0.00% | 1,566 | 20 | 1.3% | $766 | 加仓 |
| CALX | CALIX INC | $6.01万 | 0.00% | 1,226 | -44 | -3.5% | -$2,156 | 减仓 |
| MCS | MARCUS CORP DEL | $6.01万 | 0.00% | 3,500 | -441 | -11.2% | -$7,572 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD | $6.01万 | 0.00% | 3,476 | 633 | 22.3% | $1.09万 | 加仓 |
| OBT | ORANGE CNTY BANCORP INC | $6.02万 | 0.00% | 1,883 | 384 | 25.6% | $1.23万 | 加仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $6.03万 | 0.00% | 8,900 | 7,471 | 522.8% | $5.07万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $6.05万 | 0.00% | 1,230 | 173 | 16.4% | $8,503 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $6.06万 | 0.00% | 11,762 | 9,117 | 344.7% | $4.70万 | 加仓 |
| — | BAKKT INC | $6.06万 | 0.00% | 8,235 | 8,235 | — | $6.06万 | 新建仓 |
| — | DBX ETF TR | $6.06万 | 0.00% | 1,028 | 1,028 | — | $6.06万 | 新建仓 |
| BCH | BANCO DE CHILE | $6.07万 | 0.00% | 1,637 | -109 | -6.2% | -$4,039 | 减仓 |
| AKR | ACADIA RLTY TR | $6.07万 | 0.00% | 3,176 | 240 | 8.2% | $4,589 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $6.08万 | 0.00% | 3,453 | -212 | -5.8% | -$3,731 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $6.08万 | 0.00% | 1,756 | 1 | 0.1% | $35 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $6.08万 | 0.00% | 1,680 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $6.10万 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| — | WHITESTONE REIT | $6.11万 | 0.00% | 3,783 | 45 | 1.2% | $727 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $6.11万 | 0.00% | 1,849 | 138 | 8.1% | $4,564 | 加仓 |
| ALG | ALAMO GROUP INC | $6.12万 | 0.00% | 371 | -144 | -28.0% | -$2.38万 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $6.12万 | 0.00% | 1,851 | 96 | 5.5% | $3,176 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $6.13万 | 0.00% | 1,375 | 139 | 11.2% | $6,200 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $6.14万 | 0.00% | 1,047 | 70 | 7.2% | $4,106 | 加仓 |
| IEP | ICAHN ENTERPRISES LP | $6.15万 | 0.00% | 8,141 | 5,220 | 178.7% | $3.94万 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $6.17万 | 0.00% | 5,710 | 1,633 | 40.1% | $1.76万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $6.17万 | 0.00% | 1,399 | 501 | 55.8% | $2.21万 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $6.17万 | 0.00% | 21,003 | -3,890 | -15.6% | -$1.14万 | 减仓 |
| EMBC | EMBECTA CORP | $6.18万 | 0.00% | 6,995 | 224 | 3.3% | $1,980 | 加仓 |
| IMAX | IMAX CORP | $6.20万 | 0.00% | 1,630 | -38 | -2.3% | -$1,444 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.20万 | 0.00% | 10,253 | 7,310 | 248.4% | $4.42万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $6.21万 | 0.00% | 9,643 | -6,275 | -39.4% | -$4.04万 | 减仓 |
| ICOW | PACER FDS TR | $6.22万 | 0.00% | 1,465 | 1,004 | 217.8% | $4.26万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $6.22万 | 0.00% | 857 | 763 | 811.7% | $5.54万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $6.22万 | 0.00% | 2,239 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $6.23万 | 0.00% | 28,985 | 16,821 | 138.3% | $3.62万 | 加仓 |
| ANGI | ANGI INC | $6.27万 | 0.00% | 9,150 | 6,369 | 229.0% | $4.36万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $6.27万 | 0.00% | 2,688 | 234 | 9.5% | $5,457 | 加仓 |
| BELFB | BEL FUSE INC | $6.28万 | 0.00% | 317 | 10 | 3.3% | $1,980 | 加仓 |
| NXH | BED BATH & BEYOND INC | $6.30万 | 0.00% | 13,584 | 11,492 | 549.3% | $5.33万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $6.33万 | 0.00% | 1,736 | 134 | 8.4% | $4,887 | 加仓 |
| — | AMES NATL CORP | $6.34万 | 0.00% | 2,248 | 79 | 3.6% | $2,229 | 加仓 |
| UIS | UNISYS CORP | $6.35万 | 0.00% | 30,661 | 20,674 | 207.0% | $4.28万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $6.35万 | 0.00% | 6,892 | 4,441 | 181.2% | $4.09万 | 加仓 |
| SHE | SPDR SERIES TRUST | $6.35万 | 0.00% | 497 | -517 | -51.0% | -$6.61万 | 减仓 |
| SPTB | SPDR SERIES TRUST | $6.36万 | 0.00% | 2,100 | 2,100 | — | $6.36万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $6.36万 | 0.00% | 3,874 | -3,241 | -45.6% | -$5.32万 | 减仓 |
| NYF | ISHARES TR | $6.37万 | 0.00% | 1,199 | 1,199 | — | $6.37万 | 新建仓 |
| CDXS | CODEXIS INC | $6.37万 | 0.00% | 39,077 | 37,283 | 2,078.2% | $6.08万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $6.38万 | 0.00% | 4,843 | 1,423 | 41.6% | $1.87万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $6.40万 | 0.00% | 2,143 | -86 | -3.9% | -$2,567 | 减仓 |
| — | SPOK HLDGS INC | $6.40万 | 0.00% | 5,874 | 5,017 | 585.4% | $5.47万 | 加仓 |
| — | STRATEGY INC | $6.43万 | 0.00% | 909 | 14 | 1.6% | $990 | 加仓 |
| BIOA | BIOAGE LABS INC | $6.43万 | 0.00% | 3,678 | -15 | -0.4% | -$262 | 减仓 |
| SDIV | GLOBAL X FDS | $6.45万 | 0.00% | 2,554 | -87 | -3.3% | -$2,197 | 减仓 |
| VEL | VELOCITY FINL INC | $6.47万 | 0.00% | 3,574 | -1,323 | -27.0% | -$2.39万 | 减仓 |
| CLOI | VANECK ETF TRUST | $6.47万 | 0.00% | 1,228 | 965 | 366.9% | $5.08万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $6.49万 | 0.00% | 991 | 148 | 17.6% | $9,691 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $6.49万 | 0.00% | 1,354 | 144 | 11.9% | $6,902 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $6.51万 | 0.00% | 21,203 | -4,815 | -18.5% | -$1.48万 | 减仓 |
| AGYS | AGILYSYS INC | $6.51万 | 0.00% | 915 | 593 | 184.2% | $4.22万 | 加仓 |
| — | INOGEN INC | $6.51万 | 0.00% | 10,535 | 707 | 7.2% | $4,369 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $6.52万 | 0.00% | 1,911 | 27 | 1.4% | $921 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $6.54万 | 0.00% | 2,598 | 180 | 7.4% | $4,531 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $6.55万 | 0.00% | 4,091 | 387 | 10.4% | $6,192 | 加仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $6.56万 | 0.00% | 23,169 | 22,566 | 3,742.3% | $6.39万 | 加仓 |
| — | PUTNAM ETF TRUST | $6.56万 | 0.00% | 2,378 | -5,700 | -70.6% | -$15.72万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $6.56万 | 0.00% | 6,308 | 6,308 | — | $6.56万 | 新建仓 |
| BGC | BGC GROUP INC | $6.56万 | 0.00% | 6,711 | -171 | -2.5% | -$1,672 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $6.58万 | 0.00% | 9,974 | 193 | 2.0% | $1,274 | 加仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $6.59万 | 0.00% | 1,505 | 0 | 0.0% | — | 不变 |
| OFIX | ORTHOFIX MED INC | $6.60万 | 0.00% | 5,750 | 1,212 | 26.7% | $1.39万 | 加仓 |
| ERII | ENERGY RECOVERY INC | $6.60万 | 0.00% | 6,555 | 5,991 | 1,062.2% | $6.03万 | 加仓 |
| PICK | ISHARES INC | $6.60万 | 0.00% | 1,167 | 366 | 45.7% | $2.07万 | 加仓 |
| BLKB | BLACKBAUD INC | $6.61万 | 0.00% | 1,711 | -3,557 | -67.5% | -$13.73万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $6.61万 | 0.00% | 11,249 | -831 | -6.9% | -$4,886 | 减仓 |
| IRON | DISC MEDICINE INC | $6.62万 | 0.00% | 1,035 | 2 | 0.2% | $128 | 加仓 |
| — | SELECT SECTOR SPDR TR | $6.62万 | 0.00% | 2,340 | 2,340 | — | $6.62万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $6.64万 | 0.00% | 5,186 | -362,764 | -98.6% | -$464.33万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $6.64万 | 0.00% | 2,972 | 425 | 16.7% | $9,493 | 加仓 |
| IRMD | IRADIMED CORP | $6.64万 | 0.00% | 690 | 33 | 5.0% | $3,177 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $6.65万 | 0.00% | 498 | -137 | -21.6% | -$1.83万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $6.65万 | 0.00% | 7,402 | 0 | 0.0% | — | 不变 |
| RES | RPC INC | $6.66万 | 0.00% | 9,410 | 94 | 1.0% | $666 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $6.66万 | 0.00% | 1,593 | -925 | -36.7% | -$3.87万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $6.67万 | 0.00% | 6,500 | 6,500 | — | $6.67万 | 新建仓 |
| — | LISTED FDS TR | $6.67万 | 0.00% | 3,733 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $6.69万 | 0.00% | 1,983 | 233 | 13.3% | $7,861 | 加仓 |
| THO | THOR INDS INC | $6.69万 | 0.00% | 838 | 44 | 5.5% | $3,515 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $6.70万 | 0.00% | 1,632 | 1,506 | 1,195.2% | $6.19万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $6.72万 | 0.00% | 5,855 | -1,188 | -16.9% | -$1.36万 | 减仓 |
| CBAN | COLONY BANKCORP INC | $6.72万 | 0.00% | 3,366 | 237 | 7.6% | $4,733 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $6.73万 | 0.00% | 7,768 | -15 | -0.2% | -$130 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $6.73万 | 0.00% | 2,992 | 0 | 0.0% | — | 不变 |
| GPGI | GPGI INC | $6.73万 | 0.00% | 3,936 | -678 | -14.7% | -$1.16万 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $6.76万 | 0.00% | 1,283 | -547 | -29.9% | -$2.88万 | 减仓 |
| OMCL | OMNICELL COM | $6.77万 | 0.00% | 2,027 | -68 | -3.2% | -$2,270 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $6.77万 | 0.00% | 1,717 | 58 | 3.5% | $2,287 | 加仓 |
| IAUM | ISHARES GOLD TR | $6.77万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $6.78万 | 0.00% | 647 | 309 | 91.4% | $3.24万 | 加仓 |