13F 机构持仓

CWM, LLC

OMAHA NE · SEC CIK 0001535847

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$380.54亿2026Q1
26Q1

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 2.4%
SPYM 2.3%
IUSB 2.1%
SPDW 2.1%
AAPL 1.8%
NVDA 1.6%
IVE 1.4%
IVW 1.4%
CORO 1.4%
DYNF 1.2%

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
BTT BLACKROCK MUN TARGET TERM TR $46.08万0.00%20,300 5002.5% $1.14万 加仓
PRAX PRAXIS PRECISION MEDICINES I $46.14万0.00%1,432 55863.8% $17.98万 加仓
FSS FEDERAL SIGNAL CORP $46.21万0.00%4,273 80.2% $865 加仓
SLAB SILICON LABORATORIES INC $46.33万0.00%2,226 -4-0.2% -$833 减仓
ACYN FIRST TR EXCHANGE-TRADED FD $46.34万0.00%22,737 22,737— $46.34万 新建仓
FFIV F5 INC $46.44万0.00%1,605 734.8% $2.11万 加仓
JHMD JOHN HANCOCK EXCHANGE TRADED $46.46万0.00%10,964 00.0% — 不变
RWL INVESCO EXCH TRADED FD TR II $46.50万0.00%4,046 83726.1% $9.62万 加仓
HXL HEXCEL CORP NEW $46.68万0.00%5,768 57811.1% $4.68万 加仓
WPM WHEATON PRECIOUS METALS CORP $46.70万0.00%3,565 47815.5% $6.26万 加仓
DIV GLOBAL X FDS $46.75万0.00%24,735 1090.4% $2,060 加仓
— TEVA PHARMACEUTICAL INDS LTD $46.93万0.00%15,579 8,117108.8% $24.45万 加仓
R RYDER SYS INC $46.94万0.00%2,293 36318.8% $7.43万 加仓
SAIL SAILPOINT INC $46.98万0.00%35,480 32,8241,235.8% $43.46万 加仓
KGC KINROSS GOLD CORP $47.06万0.00%15,421 6924.7% $2.11万 加仓
MIDD MIDDLEBY CORP $47.18万0.00%3,559 1,812103.7% $24.02万 加仓
MYE MYERS INDS INC $47.20万0.00%22,285 8033.7% $1.70万 加仓
AU ANGLOGOLD ASHANTI PLC $47.25万0.00%4,854 1,11129.7% $10.82万 加仓
IDA IDACORP INC $47.30万0.00%3,308 -319-8.8% -$4.56万 减仓
OSBC OLD SECOND BANCORP INC DEL $47.41万0.00%23,515 -570-2.4% -$1.15万 减仓
TNDM TANDEM DIABETES CARE INC $47.49万0.00%24,771 3221.3% $6,173 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $47.51万0.00%13,153 4,26948.1% $15.42万 加仓
HBNC HORIZON BANCORP IND $47.57万0.00%28,708 -1,459-4.8% -$2.42万 减仓
VAC MARRIOTT VACATIONS WORLDWIDE $47.73万0.00%7,330 -268-3.5% -$1.75万 减仓
IBD NORTHERN LTS FD TR IV $47.76万0.00%20,021 -375-1.8% -$8,946 减仓
DAVE DAVE INC $47.77万0.00%2,744 1345.1% $2.33万 加仓
CSWC CAPITAL SOUTHWEST CORP $47.83万0.00%21,621 9,85483.7% $21.80万 加仓
— CLEARWATER ANALYTICS HLDGS I $47.90万0.00%20,255 2,97817.2% $7.04万 加仓
FLNC FLUENCE ENERGY INC $47.93万0.00%34,836 -824-2.3% -$1.13万 减仓
CX CEMEX SA EURO MTN BE 144A $47.99万0.00%41,949 8,20624.3% $9.39万 加仓
VNT VONTIER CORPORATION $48.02万0.00%13,540 -3,195-19.1% -$11.33万 减仓
PLGO FIDELIS INSURANCE HOLDINGS L $48.08万0.00%25,160 3,69317.2% $7.06万 加仓
BBIO BRIDGEBIO PHARMA INC $48.22万0.00%6,493 490.8% $3,639 加仓
IGLB ISHARES TR $48.22万0.00%9,716 -4,233-30.3% -$21.01万 减仓
EL LAUDER ESTEE COS INC $48.27万0.00%6,726 2834.4% $2.03万 加仓
WEN WENDYS CO $48.28万0.00%69,470 -162,977-70.1% -$113.27万 减仓
VTWO VANGUARD SCOTTSDALE FDS $48.41万0.00%4,832 -7,234-60.0% -$72.47万 减仓
SHLD GLOBAL X FDS $48.57万0.00%6,857 -154-2.2% -$1.09万 减仓
VISN VISTANCE NETWORKS INC $48.69万0.00%26,750 -12,408-31.7% -$22.58万 减仓
BN BROOKFIELD CORP $48.72万0.00%12,039 -2,559-17.5% -$10.36万 减仓
GUNR FLEXSHARES TR $48.80万0.00%8,848 -92-1.0% -$5,075 减仓
BBT BEACON FINANCIAL CORP. $48.83万0.00%16,275 4873.1% $1.46万 加仓
GLUE MONTE ROSA THERAPEUTICS INC $48.84万0.00%29,687 2430.8% $3,997 加仓
WTS WATTS WATER TECHNOLOGIES INC $48.87万0.00%1,684 32624.0% $9.46万 加仓
DFIC DIMENSIONAL ETF TRUST $48.92万0.00%13,769 3,82638.5% $13.59万 加仓
VRTS VIRTUS INVT PARTNERS INC $48.93万0.00%3,642 -2,723-42.8% -$36.58万 减仓
PD PAGERDUTY INC $48.98万0.00%78,880 69,595749.5% $43.22万 加仓
HUM HUMANA INC $49.01万0.00%2,826 -4,346-60.6% -$75.36万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $49.01万0.00%10,610 -453-4.1% -$2.09万 减仓
BMBL BUMBLE INC $49.07万0.00%150,510 91,779156.3% $29.92万 加仓
BLSH BULLISH $49.09万0.00%13,738 13,2532,732.6% $47.35万 加仓
SYM SYMBOTIC INC $49.10万0.00%9,229 -615-6.2% -$3.27万 减仓
CMRE COSTAMARE INC $49.11万0.00%29,057 1,9167.1% $3.24万 加仓
AVPT AVEPOINT INC $49.23万0.00%51,768 35,220212.8% $33.49万 加仓
CWT CALIFORNIA WTR SVC GROUP $49.30万0.00%10,873 5,04786.6% $22.88万 加仓
HOG HARLEY DAVIDSON INC $49.36万0.00%24,412 17,663261.7% $35.71万 加仓
— AVANOS MED INC $49.38万0.00%35,248 2,4947.6% $3.49万 加仓
KWR QUAKER HOUGHTON $49.51万0.00%3,985 -241-5.7% -$2.99万 减仓
— FIRST TR EXCHNG TRADED FD VI $49.51万0.00%14,617 -47-0.3% -$1,592 减仓
FICO FAIR ISAAC CORP $49.54万0.00%464 -6-1.3% -$6,406 减仓
HSIC SCHEIN HENRY INC $49.74万0.00%6,749 2033.1% $1.50万 加仓
RPAY REPAY HLDGS CORP $49.76万0.00%191,385 72,12060.5% $18.75万 加仓
EMBD GLOBAL X FDS $49.81万0.00%21,259 13,414171.0% $31.43万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $49.91万0.00%8,883 -48,006-84.4% -$269.75万 减仓
USLM UNITED STS LIME & MINERALS I $50.32万0.00%3,853 -280-6.8% -$3.66万 减仓
DBA INVESCO DB MULTI-SECTOR COMM $50.36万0.00%18,433 530.3% $1,448 加仓
MCRI MONARCH CASINO & RESORT INC $50.42万0.00%5,274 2,06864.5% $19.77万 加仓
ALGT ALLEGIANT TRAVEL CO $50.48万0.00%6,229 1983.3% $1.60万 加仓
ARR ARMOUR RESIDENTIAL REIT INC $50.81万0.00%30,460 -543-1.8% -$9,057 减仓
SBRA SABRA HEALTH CARE REIT INC $50.98万0.00%26,511 -3,272-11.0% -$6.29万 减仓
— NUVEEN PA INVT QUALITY MUN F $51.16万0.00%42,882 00.0% — 不变
IHAK ISHARES TR $51.16万0.00%11,721 -294-2.4% -$1.28万 减仓
PDI PIMCO DYNAMIC INCOME FD $51.21万0.00%29,927 8,95342.7% $15.32万 加仓
— DIAMOND HILL INVT GROUP INC $51.23万0.00%2,977 -19-0.6% -$3,270 减仓
ESS ESSEX PPTY TR INC $51.24万0.00%2,117 -2,175-50.7% -$52.64万 减仓
PL PLANET LABS PBC $51.27万0.00%18,345 2,96619.3% $8.29万 加仓
HP HELMERICH & PAYNE INC $51.32万0.00%14,242 500.4% $1,802 加仓
MLAB MESA LABS INC $51.36万0.00%5,809 4,324291.2% $38.23万 加仓
FPF FIRST TR INTER DURATN PFD & $51.41万0.00%29,160 5,97125.7% $10.53万 加仓
— DIGITALBRIDGE GROUP INC $51.47万0.00%33,381 2320.7% $3,577 加仓
OKTA OKTA INC $51.52万0.00%6,545 -2,689-29.1% -$21.17万 减仓
VC VISTEON CORP $51.60万0.00%5,664 -3,435-37.8% -$31.30万 减仓
UVSP UNIVEST FINANCIAL CORPORATIO $51.68万0.00%15,085 8135.7% $2.79万 加仓
CMC COMMERCIAL METALS CO $51.75万0.00%8,425 1,35019.1% $8.29万 加仓
UBND VICTORY PORTFOLIOS II $51.79万0.00%23,779 00.0% — 不变
CBL CBL & ASSOC PPTYS INC $51.86万0.00%13,495 1,41311.7% $5.43万 加仓
PCEF INVESCO EXCH TRADED FD TR II $51.90万0.00%27,578 110.0% $207 加仓
EQWL INVESCO EXCHANGE TRADED FD T $51.94万0.00%4,507 00.0% — 不变
CELH CELSIUS HLDGS INC $52.01万0.00%14,658 -14,243-49.3% -$50.54万 减仓
KFY KORN FERRY $52.09万0.00%8,274 6,112282.7% $38.48万 加仓
TLN TALEN ENERGY CORP $52.19万0.00%1,635 -45-2.7% -$1.44万 减仓
MBWM MERCANTILE BK CORP $52.20万0.00%10,336 -902-8.0% -$4.56万 减仓
ST SENSATA TECHNOLOGIES HLDG PL $52.30万0.00%14,849 5,32355.9% $18.75万 加仓
CNQ CANADIAN NAT RES LTD MED TER $52.31万0.00%10,735 1,12011.6% $5.46万 加仓
BVN COMPANIA DE MINAS BUENAVENTU $52.34万0.00%14,523 -626-4.1% -$2.26万 减仓
PSN PARSONS CORP DEL $52.41万0.00%9,676 -9,829-50.4% -$53.24万 减仓
LYV LIVE NATION ENTERTAINMENT IN $52.47万0.00%3,440 752.2% $1.14万 加仓
PSK SPDR SERIES TRUST $52.55万0.00%17,039 11,060185.0% $34.11万 加仓
VOOV VANGUARD ADMIRAL FDS INC $52.56万0.00%2,579 522.1% $1.06万 加仓
VIOG VANGUARD ADMIRAL FDS INC $52.60万0.00%4,226 1303.2% $1.62万 加仓