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 |
|---|---|---|---|---|---|---|---|---|
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $548.83万 | 0.01% | 27,789 | 14,780 | 113.6% | $291.90万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $548.96万 | 0.01% | 100,634 | 1,669 | 1.7% | $9.10万 | 加仓 |
| SNY | SANOFI SA | $549.81万 | 0.01% | 114,116 | -1,405 | -1.2% | -$6.77万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $549.85万 | 0.01% | 26,813 | 6,745 | 33.6% | $138.32万 | 加仓 |
| LEN | LENNAR CORP | $550.21万 | 0.01% | 63,359 | 56,892 | 879.7% | $494.05万 | 加仓 |
| IQV | IQVIA HLDGS INC | $550.36万 | 0.01% | 32,272 | -23,558 | -42.2% | -$401.75万 | 减仓 |
| DOCU | DOCUSIGN INC | $550.66万 | 0.01% | 116,148 | 68,858 | 145.6% | $326.46万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $552.36万 | 0.01% | 68,976 | -20,861 | -23.2% | -$167.05万 | 减仓 |
| ESN | NORTHERN LTS FD TR II | $552.60万 | 0.01% | 315,502 | 291,937 | 1,238.9% | $511.32万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $553.61万 | 0.01% | 125,930 | -61,192 | -32.7% | -$269.01万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $554.67万 | 0.01% | 193,199 | 47,104 | 32.2% | $135.24万 | 加仓 |
| DHI | D R HORTON INC | $554.72万 | 0.01% | 40,426 | -31,614 | -43.9% | -$433.80万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $554.84万 | 0.01% | 223,635 | -4,381 | -1.9% | -$10.87万 | 减仓 |
| PODD | INSULET CORP | $555.19万 | 0.01% | 26,458 | 21,184 | 401.7% | $444.52万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $555.29万 | 0.01% | 89,922 | -1,160 | -1.3% | -$7.16万 | 减仓 |
| MPC | MARATHON PETE CORP | $555.48万 | 0.01% | 22,749 | -1,367 | -5.7% | -$33.38万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $557.71万 | 0.01% | 234,232 | 99,271 | 73.6% | $236.36万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $559.14万 | 0.01% | 27,519 | 1,583 | 6.1% | $32.16万 | 加仓 |
| FISV | FISERV INC | $559.93万 | 0.01% | 100,347 | 58,730 | 141.1% | $327.71万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $560.93万 | 0.01% | 182,238 | -8,359 | -4.4% | -$25.73万 | 减仓 |
| GTLB | GITLAB INC | $563.03万 | 0.01% | 260,178 | 35,309 | 15.7% | $76.41万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $564.70万 | 0.01% | 83,486 | 15,104 | 22.1% | $102.16万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $565.87万 | 0.01% | 187,250 | -2,752,544 | -93.6% | -$8,318.17万 | 减仓 |
| TFC | TRUIST FINL CORP | $566.34万 | 0.01% | 123,198 | 1,007 | 0.8% | $4.63万 | 加仓 |
| ADT | ADT INC DEL | $567.66万 | 0.01% | 864,011 | -650,757 | -43.0% | -$427.55万 | 减仓 |
| SHEL | SHELL PLC | $568.12万 | 0.01% | 61,089 | -7,361 | -10.8% | -$68.46万 | 减仓 |
| SONY | SONY GROUP CORP | $569.36万 | 0.01% | 275,053 | -10,809 | -3.8% | -$22.37万 | 减仓 |
| GL | GLOBE LIFE INC | $570.81万 | 0.01% | 41,015 | 4,426 | 12.1% | $61.60万 | 加仓 |
| ORI | OLD REP INTL CORP | $572.13万 | 0.02% | 143,391 | -38,004 | -21.0% | -$151.64万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $572.25万 | 0.02% | 60,903 | -19,391 | -24.1% | -$182.20万 | 减仓 |
| SYY | SYSCO CORP | $573.22万 | 0.02% | 80,362 | -3,365 | -4.0% | -$24.00万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $575.78万 | 0.02% | 6,432 | 242 | 3.9% | $21.66万 | 加仓 |
| S | SENTINELONE INC | $577.12万 | 0.02% | 448,077 | 316,489 | 240.5% | $407.64万 | 加仓 |
| UL | UNILEVER PLC | $577.80万 | 0.02% | 101,422 | -1,653 | -1.6% | -$9.42万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $578.94万 | 0.02% | 26,731 | 1,077 | 4.2% | $23.33万 | 加仓 |
| EOG | EOG RES INC | $580.11万 | 0.02% | 40,127 | 20,242 | 101.8% | $292.64万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $580.26万 | 0.02% | 33,623 | -9,905 | -22.8% | -$170.94万 | 减仓 |
| OSK | OSHKOSH CORP | $584.47万 | 0.02% | 39,703 | 2,258 | 6.0% | $33.24万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $586.31万 | 0.02% | 90,746 | 11,407 | 14.4% | $73.70万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $600.39万 | 0.02% | 135,364 | -17,291 | -11.3% | -$76.69万 | 减仓 |
| BPOP | POPULAR INC | $603.13万 | 0.02% | 44,953 | 781 | 1.8% | $10.48万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $604.40万 | 0.02% | 159,724 | -5,256 | -3.2% | -$19.89万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $607.34万 | 0.02% | 75,860 | 6,675 | 9.6% | $53.44万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $610.52万 | 0.02% | 98,710 | 80,008 | 427.8% | $494.85万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $611.74万 | 0.02% | 207,441 | 100,296 | 93.6% | $295.77万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $611.77万 | 0.02% | 103,637 | 6,072 | 6.2% | $35.84万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $612.49万 | 0.02% | 107,454 | 100,185 | 1,378.3% | $571.05万 | 加仓 |
| IBDU | ISHARES TR | $613.79万 | 0.02% | 263,881 | 35,520 | 15.6% | $82.62万 | 加仓 |
| RBC | RBC BEARINGS INC | $614.49万 | 0.02% | 11,314 | 5,600 | 98.0% | $304.15万 | 加仓 |
| — | MASIMO CORP | $617.03万 | 0.02% | 34,690 | 16,155 | 87.2% | $287.35万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $617.67万 | 0.02% | 266,522 | -31,749 | -10.6% | -$73.58万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $618.68万 | 0.02% | 17,484 | -10,482 | -37.5% | -$370.91万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $619.46万 | 0.02% | 134,198 | 12,394 | 10.2% | $57.21万 | 加仓 |
| IWO | ISHARES TR | $623.34万 | 0.02% | 19,864 | -360 | -1.8% | -$11.30万 | 减仓 |
| WWD | WOODWARD INC | $623.35万 | 0.02% | 17,416 | -2,256 | -11.5% | -$80.75万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $623.36万 | 0.02% | 123,047 | -9,015 | -6.8% | -$45.67万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $623.80万 | 0.02% | 30,554 | 6,016 | 24.5% | $122.82万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $626.21万 | 0.02% | 215,712 | -15,820 | -6.8% | -$45.93万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $628.74万 | 0.02% | 226,981 | 78,887 | 53.3% | $218.52万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $628.82万 | 0.02% | 330,960 | 87,141 | 35.7% | $165.57万 | 加仓 |
| CRH | CRH PLC | $629.20万 | 0.02% | 59,855 | 13,828 | 30.0% | $145.36万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $631.31万 | 0.02% | 27,564 | -2,621 | -8.7% | -$60.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $636.52万 | 0.02% | 253,796 | 155,846 | 159.1% | $390.86万 | 加仓 |
| ILCG | ISHARES TR | $636.65万 | 0.02% | 66,679 | -468 | -0.7% | -$4.47万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $638.43万 | 0.02% | 79,200 | 2,267 | 2.9% | $18.27万 | 加仓 |
| ASML | ASML HLDG NV | $639.06万 | 0.02% | 4,838 | 282 | 6.2% | $37.25万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $639.19万 | 0.02% | 143,800 | 20,076 | 16.2% | $89.24万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $639.69万 | 0.02% | 40,685 | -3,022 | -6.9% | -$47.51万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $641.05万 | 0.02% | 76,316 | -8,047 | -9.5% | -$67.59万 | 减仓 |
| CMF | ISHARES TR | $642.20万 | 0.02% | 112,944 | -16,087 | -12.5% | -$91.47万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $643.10万 | 0.02% | 22,775 | 7,176 | 46.0% | $202.63万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $645.10万 | 0.02% | 336,691 | 149,055 | 79.4% | $285.59万 | 加仓 |
| BALL | BALL CORP | $653.38万 | 0.02% | 110,537 | 63,043 | 132.7% | $372.65万 | 加仓 |
| NUE | NUCOR CORP | $653.38万 | 0.02% | 38,639 | 1,306 | 3.5% | $22.08万 | 加仓 |
| COO | COOPER COS INC | $654.33万 | 0.02% | 91,515 | 73,249 | 401.0% | $523.73万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $657.37万 | 0.02% | 96,644 | 41,403 | 74.9% | $281.62万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $664.63万 | 0.02% | 187,696 | 12,517 | 7.1% | $44.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $665.93万 | 0.02% | 106,634 | 9,961 | 10.3% | $62.21万 | 加仓 |
| CSX | CSX CORP | $668.94万 | 0.02% | 162,957 | 6,328 | 4.0% | $25.98万 | 加仓 |
| IUSG | ISHARES TR | $669.31万 | 0.02% | 43,150 | -1,444 | -3.2% | -$22.40万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $670.42万 | 0.02% | 98,230 | -85,796 | -46.6% | -$585.56万 | 减仓 |
| SCZ | ISHARES TR | $674.26万 | 0.02% | 85,992 | 4,574 | 5.6% | $35.86万 | 加仓 |
| IBDT | ISHARES TR | $676.08万 | 0.02% | 266,908 | 19,639 | 7.9% | $49.75万 | 加仓 |
| MSCI | MSCI INC | $678.24万 | 0.02% | 12,583 | 3,526 | 38.9% | $190.06万 | 加仓 |
| IWP | ISHARES TR | $679.82万 | 0.02% | 53,061 | -38,722 | -42.2% | -$496.11万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $682.92万 | 0.02% | 122,277 | -130,159 | -51.6% | -$726.94万 | 减仓 |
| ENB | ENBRIDGE INC | $684.33万 | 0.02% | 126,400 | 73,575 | 139.3% | $398.33万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $687.29万 | 0.02% | 122,055 | 35,120 | 40.4% | $197.76万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $692.15万 | 0.02% | 146,798 | -49,320 | -25.1% | -$232.54万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $692.84万 | 0.02% | 263,138 | -154,855 | -37.0% | -$407.73万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $693.13万 | 0.02% | 72,232 | 1,176 | 1.7% | $11.28万 | 加仓 |
| VICI | VICI PPTYS INC | $693.43万 | 0.02% | 253,818 | 159,923 | 170.3% | $436.91万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $695.61万 | 0.02% | 148,287 | 123,293 | 493.3% | $578.37万 | 加仓 |
| IGV | ISHARES TR | $697.11万 | 0.02% | 87,084 | -29,379 | -25.2% | -$235.18万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $697.74万 | 0.02% | 137,255 | -74,312 | -35.1% | -$377.77万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $701.84万 | 0.02% | 119,354 | 27,046 | 29.3% | $159.04万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $703.49万 | 0.02% | 116,491 | 20,007 | 20.7% | $120.82万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $705.95万 | 0.02% | 262,826 | -17,113 | -6.1% | -$45.97万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $710.30万 | 0.02% | 33,614 | 1,213 | 3.7% | $25.63万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $710.85万 | 0.02% | 124,797 | -11,118 | -8.2% | -$63.33万 | 减仓 |