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 |
|---|---|---|---|---|---|---|---|---|
| SSUS | STRATEGY SHS | $2,485.10万 | 0.07% | 532,307 | -136,330 | -20.4% | -$636.46万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,488.30万 | 0.07% | 345,934 | 43,058 | 14.2% | $309.72万 | 加仓 |
| PSX | PHILLIPS 66 | $2,490.57万 | 0.07% | 136,709 | 3,630 | 2.7% | $66.13万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $2,495.87万 | 0.07% | 745,815 | -41,445 | -5.3% | -$138.70万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,509.73万 | 0.07% | 118,439 | 20,674 | 21.1% | $438.08万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,511.71万 | 0.07% | 508,753 | 136,443 | 36.6% | $673.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,518.55万 | 0.07% | 54,633 | 5,112 | 10.3% | $235.66万 | 加仓 |
| EAGG | ISHARES TR | $2,529.66万 | 0.07% | 532,001 | 41,183 | 8.4% | $195.82万 | 加仓 |
| CNC | CENTENE CORP DEL | $2,559.17万 | 0.07% | 781,665 | -23,281 | -2.9% | -$76.22万 | 减仓 |
| — | VICTORY PORTFOLIOS II | $2,566.56万 | 0.07% | 850,416 | 67,461 | 8.6% | $203.60万 | 加仓 |
| CRM | SALESFORCE INC | $2,574.78万 | 0.07% | 137,932 | -640 | -0.5% | -$11.95万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $2,583.42万 | 0.07% | 1,540,500 | 186,354 | 13.8% | $312.52万 | 加仓 |
| GRNY | TIDAL TRUST I | $2,589.71万 | 0.07% | 1,084,923 | 171,035 | 18.7% | $408.26万 | 加仓 |
| — | TIDAL TRUST II | $2,598.16万 | 0.07% | 1,108,902 | 780,111 | 237.3% | $1,827.80万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,624.55万 | 0.07% | 6,234 | 1,551 | 33.1% | $652.98万 | 加仓 |
| APH | AMPHENOL CORP | $2,629.62万 | 0.07% | 208,122 | 15,485 | 8.0% | $195.65万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,663.24万 | 0.07% | 115,899 | -7,224 | -5.9% | -$166.00万 | 减仓 |
| SNDK | SANDISK CORP | $2,692.05万 | 0.07% | 42,372 | -24,326 | -36.5% | -$1,545.52万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $2,703.28万 | 0.07% | 602,737 | 54,897 | 10.0% | $246.21万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,728.84万 | 0.07% | 222,254 | -9,165 | -4.0% | -$112.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,729.80万 | 0.07% | 69,921 | -2,149 | -3.0% | -$83.90万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,741.76万 | 0.07% | 582,362 | 150,150 | 34.7% | $706.91万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,745.09万 | 0.07% | 209,645 | -4,853 | -2.3% | -$63.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,755.80万 | 0.07% | 128,141 | 2,900 | 2.3% | $62.37万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2,769.16万 | 0.07% | 190,951 | -81,820 | -30.0% | -$1,186.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,777.93万 | 0.07% | 106,060 | -7,363 | -6.5% | -$192.85万 | 减仓 |
| NOW | SERVICENOW INC | $2,780.29万 | 0.07% | 265,929 | 139,189 | 109.8% | $1,455.22万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2,836.69万 | 0.07% | 988,050 | 121,485 | 14.0% | $348.78万 | 加仓 |
| ABNB | AIRBNB INC | $2,837.92万 | 0.07% | 224,732 | 47,352 | 26.7% | $597.96万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2,842.24万 | 0.07% | 251,126 | -6,292 | -2.4% | -$71.21万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,855.66万 | 0.08% | 569,764 | 47,723 | 9.1% | $239.19万 | 加仓 |
| MCD | MCDONALDS CORP | $2,860.19万 | 0.08% | 92,030 | -21,061 | -18.6% | -$654.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,864.73万 | 0.08% | 83,815 | -1,301 | -1.5% | -$44.47万 | 减仓 |
| PCAR | PACCAR INC | $2,876.43万 | 0.08% | 249,041 | -10,814 | -4.2% | -$124.90万 | 减仓 |
| ETN | EATON CORP PLC | $2,906.75万 | 0.08% | 81,269 | 6,290 | 8.4% | $224.97万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,917.42万 | 0.08% | 152,012 | 8,839 | 6.2% | $169.64万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,955.41万 | 0.08% | 538,915 | 65,680 | 13.9% | $360.19万 | 加仓 |
| CI | THE CIGNA GROUP | $2,970.05万 | 0.08% | 111,342 | 26,539 | 31.3% | $707.93万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,990.23万 | 0.08% | 477,063 | -253,804 | -34.7% | -$1,590.84万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,992.44万 | 0.08% | 150,912 | -39,143 | -20.6% | -$776.17万 | 减仓 |
| NI | NISOURCE INC | $2,999.05万 | 0.08% | 642,746 | -29,989 | -4.5% | -$139.93万 | 减仓 |
| GM | GENERAL MTRS CO | $3,000.65万 | 0.08% | 402,771 | 88,330 | 28.1% | $658.06万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,073.48万 | 0.08% | 312,409 | 15,052 | 5.1% | $148.08万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $3,078.61万 | 0.08% | 1,130,597 | 175,837 | 18.4% | $478.80万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $3,106.92万 | 0.08% | 1,793,833 | 231,526 | 14.8% | $401.00万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,112.90万 | 0.08% | 120,960 | -10,938 | -8.3% | -$281.49万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $3,160.30万 | 0.08% | 632,187 | 117,110 | 22.7% | $585.43万 | 加仓 |
| XAR | SPDR SERIES TRUST | $3,163.77万 | 0.08% | 124,568 | -82,099 | -39.7% | -$2,085.14万 | 减仓 |
| EPS | WISDOMTREE TR | $3,170.96万 | 0.08% | 465,565 | 31,850 | 7.3% | $216.93万 | 加仓 |
| ALL | ALLSTATE CORP | $3,191.40万 | 0.08% | 153,921 | -9,416 | -5.8% | -$195.23万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $3,200.84万 | 0.08% | 697,503 | -686,053 | -49.6% | -$3,148.30万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3,235.50万 | 0.09% | 115,114 | -10,806 | -8.6% | -$303.72万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $3,240.72万 | 0.09% | 1,110,595 | -332,850 | -23.1% | -$971.26万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,267.93万 | 0.09% | 676,310 | 28,587 | 4.4% | $138.13万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,269.91万 | 0.09% | 120,888 | 18,361 | 17.9% | $496.65万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,280.18万 | 0.09% | 250,243 | -5,169 | -2.0% | -$67.76万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $3,304.95万 | 0.09% | 885,215 | 75,318 | 9.3% | $281.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,313.08万 | 0.09% | 39,162 | -1,247 | -3.1% | -$105.50万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $3,319.80万 | 0.09% | 679,451 | 70,622 | 11.6% | $345.06万 | 加仓 |
| DEM | WISDOMTREE TR | $3,320.56万 | 0.09% | 668,256 | 9,339 | 1.4% | $46.41万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,328.21万 | 0.09% | 201,295 | 64,434 | 47.1% | $1,065.35万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $3,333.04万 | 0.09% | 438,442 | 24,914 | 6.0% | $189.40万 | 加仓 |
| MO | ALTRIA GROUP INC | $3,338.83万 | 0.09% | 505,960 | 2,118 | 0.4% | $13.98万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3,346.75万 | 0.09% | 325,972 | -1,304 | -0.4% | -$13.39万 | 减仓 |
| EMGF | ISHARES INC | $3,393.54万 | 0.09% | 561,566 | -113,963 | -16.9% | -$688.68万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,402.64万 | 0.09% | 531,000 | -10,756 | -2.0% | -$68.92万 | 减仓 |
| FTI | TECHNIPFMC PLC | $3,501.72万 | 0.09% | 506,541 | 85,384 | 20.3% | $590.26万 | 加仓 |
| ALB | ALBEMARLE CORP | $3,501.97万 | 0.09% | 195,063 | 21,867 | 12.6% | $392.58万 | 加仓 |
| MS | MORGAN STANLEY | $3,520.70万 | 0.09% | 213,933 | 76,245 | 55.4% | $1,254.77万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,551.45万 | 0.09% | 235,476 | -14,410 | -5.8% | -$217.33万 | 减仓 |
| ORCL | ORACLE CORP | $3,562.69万 | 0.09% | 242,179 | -81,060 | -25.1% | -$1,192.47万 | 减仓 |
| IGEB | ISHARES TR | $3,565.77万 | 0.09% | 791,337 | 1,211 | 0.2% | $5.46万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,579.32万 | 0.09% | 118,422 | 3,388 | 2.9% | $102.40万 | 加仓 |
| CB | CHUBB LTD SWITZ | $3,585.62万 | 0.09% | 110,012 | 6,336 | 6.1% | $206.51万 | 加仓 |
| TTC | TORO CO | $3,590.62万 | 0.09% | 384,270 | 11,187 | 3.0% | $104.53万 | 加仓 |
| INTC | INTEL CORP | $3,601.41万 | 0.09% | 816,092 | -136,865 | -14.4% | -$603.99万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $3,627.80万 | 0.10% | 174,338 | 61,126 | 54.0% | $1,271.97万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $3,667.33万 | 0.10% | 667,636 | -95,983 | -12.6% | -$527.23万 | 减仓 |
| ESGU | ISHARES TR | $3,731.11万 | 0.10% | 263,832 | -13,853 | -5.0% | -$195.91万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,756.68万 | 0.10% | 340,064 | 2,403 | 0.7% | $26.55万 | 加仓 |
| HYS | PIMCO ETF TR | $3,758.58万 | 0.10% | 402,979 | 154,041 | 61.9% | $1,436.74万 | 加仓 |
| WFC | WELLS FARGO & CO | $3,778.61万 | 0.10% | 474,640 | 37,872 | 8.7% | $301.50万 | 加仓 |
| CMDT | PIMCO ETF TR | $3,802.18万 | 0.10% | 1,178,239 | 271,755 | 30.0% | $876.95万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $3,803.50万 | 0.10% | 320,619 | -13,942 | -4.2% | -$165.39万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $3,816.94万 | 0.10% | 1,133,632 | 87,109 | 8.3% | $293.30万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,822.59万 | 0.10% | 461,945 | 16,364 | 3.7% | $135.41万 | 加仓 |
| RTX | RTX CORPORATION | $3,858.54万 | 0.10% | 200,028 | -7,436 | -3.6% | -$143.44万 | 减仓 |
| UNP | UNION PAC CORP | $3,908.40万 | 0.10% | 161,092 | 4,965 | 3.2% | $120.46万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3,909.85万 | 0.10% | 134,046 | 2,194 | 1.7% | $63.99万 | 加仓 |
| XPH | SPDR SERIES TRUST | $3,929.93万 | 0.10% | 726,555 | 726,355 | 363,177.5% | $3,928.85万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,952.35万 | 0.10% | 115,155 | 4,944 | 4.5% | $169.69万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,980.28万 | 0.10% | 813,465 | 31,216 | 4.0% | $152.74万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $3,985.05万 | 0.10% | 781,688 | 428,177 | 121.1% | $2,182.85万 | 加仓 |
| NTSI | WISDOMTREE TR | $3,991.66万 | 0.10% | 906,989 | 16,602 | 1.9% | $73.07万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $4,004.98万 | 0.11% | 184,349 | 10,401 | 6.0% | $225.96万 | 加仓 |
| SMMU | PIMCO ETF TR | $4,016.82万 | 0.11% | 796,197 | 85,033 | 12.0% | $428.99万 | 加仓 |
| EIX | EDISON INTL | $4,050.07万 | 0.11% | 553,439 | 103,948 | 23.1% | $760.69万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $4,059.98万 | 0.11% | 1,136,931 | 168,537 | 17.4% | $601.85万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $4,062.23万 | 0.11% | 701,425 | 33,563 | 5.0% | $194.38万 | 加仓 |
| VLUE | ISHARES TR | $4,121.40万 | 0.11% | 289,852 | 57,598 | 24.8% | $818.99万 | 加仓 |