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 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&E CORP | $4,132.25万 | 0.11% | 2,351,877 | 518,740 | 28.3% | $911.43万 | 加仓 |
| GEV | GE VERNOVA INC | $4,164.33万 | 0.11% | 47,707 | 11,230 | 30.8% | $980.26万 | 加仓 |
| BA | BOEING CO | $4,220.40万 | 0.11% | 212,048 | 23,666 | 12.6% | $471.03万 | 加仓 |
| FDX | FEDEX CORP | $4,246.75万 | 0.11% | 119,230 | 11,199 | 10.4% | $398.89万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $4,249.74万 | 0.11% | 1,693,122 | 44,348 | 2.7% | $111.31万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,284.89万 | 0.11% | 1,265,472 | 17,881 | 1.4% | $60.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,285.04万 | 0.11% | 85,759 | 2,511 | 3.0% | $125.46万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $4,386.77万 | 0.12% | 927,435 | 30,031 | 3.3% | $142.05万 | 加仓 |
| QYLD | GLOBAL X FDS | $4,391.20万 | 0.12% | 2,560,465 | 14,814 | 0.6% | $25.41万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $4,457.79万 | 0.12% | 1,309,359 | -1,006 | -0.1% | -$3.42万 | 减仓 |
| IJH | ISHARES TR | $4,463.35万 | 0.12% | 660,944 | -27,480 | -4.0% | -$185.57万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $4,628.42万 | 0.12% | 332,096 | -22,828 | -6.4% | -$318.15万 | 减仓 |
| DGRW | WISDOMTREE TR | $4,631.67万 | 0.12% | 527,285 | -11,771 | -2.2% | -$103.40万 | 减仓 |
| IGIB | ISHARES TR | $4,656.49万 | 0.12% | 874,951 | -69,666 | -7.4% | -$370.76万 | 减仓 |
| XTL | SPDR SERIES TRUST | $4,704.19万 | 0.12% | 250,143 | 28,508 | 12.9% | $536.12万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,705.95万 | 0.12% | 979,386 | 149,799 | 18.1% | $719.78万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $4,734.61万 | 0.12% | 221,596 | 90,604 | 69.2% | $1,935.84万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $4,776.38万 | 0.13% | 1,178,190 | 206,703 | 21.3% | $837.97万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,786.23万 | 0.13% | 235,276 | 1,257 | 0.5% | $25.57万 | 加仓 |
| FIX | COMFORT SYS USA INC | $4,867.72万 | 0.13% | 35,299 | 4,979 | 16.4% | $686.60万 | 加仓 |
| IWF | ISHARES TR | $4,934.79万 | 0.13% | 115,731 | -14,849 | -11.4% | -$633.16万 | 减仓 |
| OEF | ISHARES TR | $4,957.68万 | 0.13% | 155,867 | -1,034,925 | -86.9% | -$3.29亿 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,992.58万 | 0.13% | 184,507 | 25,641 | 16.1% | $693.82万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5,094.15万 | 0.13% | 917,534 | 93,783 | 11.4% | $520.68万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $5,130.35万 | 0.13% | 66,400 | 5,831 | 9.6% | $450.53万 | 加仓 |
| MUNI | PIMCO ETF TR | $5,184.92万 | 0.14% | 993,470 | 70,761 | 7.7% | $369.30万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $5,360.00万 | 0.14% | 290,862 | 18,571 | 6.8% | $342.23万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $5,404.70万 | 0.14% | 2,413,888 | 78,024 | 3.3% | $174.70万 | 加仓 |
| KO | COCA COLA CO | $5,543.23万 | 0.15% | 728,893 | 7,862 | 1.1% | $59.79万 | 加仓 |
| AMGN | AMGEN INC | $5,547.67万 | 0.15% | 157,671 | -6,113 | -3.7% | -$215.09万 | 减仓 |
| AGGY | WISDOMTREE TR | $5,587.98万 | 0.15% | 1,286,071 | 48,803 | 3.9% | $212.05万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,695.97万 | 0.15% | 1,079,191 | 112,185 | 11.6% | $592.11万 | 加仓 |
| IUSV | ISHARES TR | $5,817.30万 | 0.15% | 568,929 | -44,143 | -7.2% | -$451.36万 | 减仓 |
| NFLX | NETFLIX INC. | $5,829.29万 | 0.15% | 606,270 | 136,774 | 29.1% | $1,315.08万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $5,908.77万 | 0.16% | 733,280 | 132,102 | 22.0% | $1,064.48万 | 加仓 |
| PFE | PFIZER INC | $5,929.61万 | 0.16% | 2,111,686 | 486,307 | 29.9% | $1,365.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5,938.87万 | 0.16% | 98,262 | 4,363 | 4.6% | $263.70万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $5,983.20万 | 0.16% | 1,354,277 | 1,304,619 | 2,627.2% | $5,763.81万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $6,013.82万 | 0.16% | 1,510,630 | 266,159 | 21.4% | $1,059.58万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $6,041.17万 | 0.16% | 1,193,840 | 172,394 | 16.9% | $872.36万 | 加仓 |
| MOAT | VANECK ETF TRUST | $6,042.64万 | 0.16% | 624,885 | -21,673 | -3.4% | -$209.58万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $6,129.59万 | 0.16% | 1,212,579 | -29,721 | -2.4% | -$150.24万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $6,144.02万 | 0.16% | 1,693,968 | 297,351 | 21.3% | $1,078.49万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $6,193.59万 | 0.16% | 1,208,741 | -1,224,529 | -50.3% | -$6,274.48万 | 减仓 |
| TJX | TJX COS INC NEW | $6,249.59万 | 0.16% | 391,333 | 18,691 | 5.0% | $298.50万 | 加仓 |
| PMBS | PIMCO ETF TR | $6,278.51万 | 0.16% | 1,265,828 | 738,887 | 140.2% | $3,664.88万 | 加仓 |
| XSW | SPDR SERIES TRUST | $6,293.71万 | 0.17% | 442,316 | 442,316 | — | $6,293.71万 | 新建仓 |
| AGG | ISHARES TR | $6,305.14万 | 0.17% | 635,151 | -84,294 | -11.7% | -$836.79万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $6,313.21万 | 0.17% | 1,827,269 | 152,408 | 9.1% | $526.57万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6,344.43万 | 0.17% | 673,221 | 54,040 | 8.7% | $509.27万 | 加仓 |
| RSST | TIDAL TRUST II | $6,382.45万 | 0.17% | 2,256,877 | 63,920 | 2.9% | $180.77万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $6,414.96万 | 0.17% | 939,509 | -31,320 | -3.2% | -$213.85万 | 减仓 |
| PEP | PEPSICO INC | $6,477.87万 | 0.17% | 417,147 | -97,465 | -18.9% | -$1,513.53万 | 减仓 |
| T | AT&T INC | $6,575.91万 | 0.17% | 2,268,339 | -48,425 | -2.1% | -$140.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,632.62万 | 0.17% | 206,746 | 3,835 | 1.9% | $123.03万 | 加仓 |
| IEFA | ISHARES TR | $6,663.89万 | 0.18% | 736,098 | -213,969 | -22.5% | -$1,937.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $6,756.33万 | 0.18% | 766,371 | -1,187,742 | -60.8% | -$1.05亿 | 减仓 |
| USMV | ISHARES TR | $6,801.72万 | 0.18% | 733,419 | -62,311 | -7.8% | -$577.87万 | 减仓 |
| BAC | BANK AMERICA CORP | $6,881.26万 | 0.18% | 1,411,541 | 24,563 | 1.8% | $119.74万 | 加仓 |
| ITOT | ISHARES TR | $6,975.43万 | 0.18% | 489,745 | -45,876 | -8.6% | -$653.41万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $7,036.09万 | 0.18% | 1,053,780 | 95,045 | 9.9% | $634.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7,041.53万 | 0.19% | 937,620 | 60,646 | 6.9% | $455.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,068.47万 | 0.19% | 483,215 | -8,699 | -1.8% | -$127.25万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $7,088.82万 | 0.19% | 639,439 | 103,184 | 19.2% | $1,143.90万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $7,117.93万 | 0.19% | 1,323,773 | 145,194 | 12.3% | $780.71万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $7,296.20万 | 0.19% | 1,493,287 | 696,074 | 87.3% | $3,401.02万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,327.15万 | 0.19% | 1,459,592 | -27,239 | -1.8% | -$136.74万 | 减仓 |
| NTSX | WISDOMTREE TR | $7,356.37万 | 0.19% | 1,410,617 | 31,815 | 2.3% | $165.92万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7,413.51万 | 0.19% | 219,439 | 22,420 | 11.4% | $757.44万 | 加仓 |
| USHY | ISHARES TR | $7,438.52万 | 0.20% | 2,019,143 | 375,750 | 22.9% | $1,384.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,545.19万 | 0.20% | 311,283 | 90,714 | 41.1% | $2,198.82万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7,622.09万 | 0.20% | 1,256,734 | 28,144 | 2.3% | $170.69万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $7,672.30万 | 0.20% | 2,229,671 | 61,631 | 2.8% | $212.07万 | 加仓 |
| QHY | WISDOMTREE TR | $7,697.49万 | 0.20% | 1,690,271 | 42,963 | 2.6% | $195.65万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7,764.32万 | 0.20% | 1,369,852 | -283,229 | -17.1% | -$1,605.34万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $7,772.33万 | 0.20% | 1,552,913 | 163,170 | 11.7% | $816.67万 | 加仓 |
| SGOV | ISHARES TR | $7,796.02万 | 0.20% | 774,491 | 432,092 | 126.2% | $4,349.44万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $7,801.85万 | 0.21% | 2,966,485 | 216,358 | 7.9% | $569.02万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $7,965.75万 | 0.21% | 3,218,486 | 284,417 | 9.7% | $703.93万 | 加仓 |
| MUB | ISHARES TR | $7,978.24万 | 0.21% | 751,600 | 63,676 | 9.3% | $675.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,045.91万 | 0.21% | 80,747 | 9,042 | 12.6% | $900.98万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $8,046.46万 | 0.21% | 2,002,105 | -253,232 | -11.2% | -$1,017.74万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8,113.49万 | 0.21% | 1,603,139 | 487,822 | 43.7% | $2,468.87万 | 加仓 |
| V | VISA INC | $8,152.30万 | 0.21% | 269,729 | 14,358 | 5.6% | $433.96万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $8,221.94万 | 0.22% | 1,342,139 | 215,728 | 19.2% | $1,321.55万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $8,224.46万 | 0.22% | 1,795,342 | 173,132 | 10.7% | $793.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $8,253.36万 | 0.22% | 398,906 | 39,097 | 10.9% | $808.92万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $8,366.81万 | 0.22% | 1,786,634 | -274,303 | -13.3% | -$1,284.56万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,414.90万 | 0.22% | 354,132 | 16,182 | 4.8% | $384.52万 | 加仓 |
| GE | GE AEROSPACE | $8,455.96万 | 0.22% | 297,986 | 43,121 | 16.9% | $1,223.65万 | 加仓 |
| LDUR | PIMCO ETF TR | $8,544.96万 | 0.22% | 891,772 | -48,161 | -5.1% | -$461.48万 | 减仓 |
| GLDM | WORLD GOLD TR | $8,552.86万 | 0.22% | 922,738 | -8,783 | -0.9% | -$81.41万 | 减仓 |
| HD | HOME DEPOT INC | $8,613.98万 | 0.23% | 261,911 | 19,685 | 8.1% | $647.42万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8,888.55万 | 0.23% | 1,121,300 | 114,267 | 11.3% | $905.79万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $9,023.22万 | 0.24% | 3,369,085 | 3,369,085 | — | $9,023.22万 | 新建仓 |
| CAT | CATERPILLAR INC | $9,226.65万 | 0.24% | 130,235 | 12,879 | 11.0% | $912.43万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $9,344.76万 | 0.25% | 1,799,492 | -176,740 | -8.9% | -$917.81万 | 减仓 |
| DHS | WISDOMTREE TR | $9,414.58万 | 0.25% | 861,983 | 2,872 | 0.3% | $31.37万 | 加仓 |
| RAAX | VANECK ETF TRUST | $9,909.63万 | 0.26% | 2,434,200 | 2,218,278 | 1,027.4% | $9,030.61万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $9,955.01万 | 0.26% | 2,340,152 | 342,344 | 17.1% | $1,456.33万 | 加仓 |