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 |
|---|---|---|---|---|---|---|---|---|
| — | VIRCO MFG CO | $4,302 | 0.00% | 703 | -3 | -0.4% | -$18 | 减仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $4,309 | 0.00% | 423 | -25 | -5.6% | -$255 | 减仓 |
| — | DBX ETF TR | $4,334 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $4,363 | 0.00% | 35 | 9 | 34.6% | $1,122 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $4,373 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH SOL LTD | $4,388 | 0.00% | 106 | -1 | -0.9% | -$41 | 减仓 |
| — | TWO RDS SHARED TR | $4,394 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $4,402 | 0.00% | 1,367 | 151 | 12.4% | $486 | 加仓 |
| — | TIDAL TRUST II | $4,409 | 0.00% | 207 | 207 | — | $4,409 | 新建仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $4,421 | 0.00% | 135 | -205 | -60.3% | -$6,713 | 减仓 |
| — | ECB BANCORP INC | $4,433 | 0.00% | 265 | -17 | -6.0% | -$284 | 减仓 |
| XXI | TWENTY ONE CAP INC | $4,435 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $4,458 | 0.00% | 87 | -485 | -84.8% | -$2.49万 | 减仓 |
| — | ISHARES TR | $4,494 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $4,501 | 0.00% | 423 | 184 | 77.0% | $1,958 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $4,523 | 0.00% | 202 | 202 | — | $4,523 | 新建仓 |
| — | COHEN & STEERS TOTAL RETURN | $4,534 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP | $4,536 | 0.00% | 2,577 | 343 | 15.4% | $604 | 加仓 |
| — | SPDR SERIES TRUST | $4,538 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $4,544 | 0.00% | 100 | 100 | — | $4,544 | 新建仓 |
| — | HIREQUEST INC | $4,561 | 0.00% | 457 | 337 | 280.8% | $3,363 | 加仓 |
| — | NUVEEN NY DIVI ADV | $4,594 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $4,619 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| AVSF | AMERICAN CENTY ETF TR | $4,633 | 0.00% | 99 | 98 | 9,800.0% | $4,586 | 加仓 |
| — | CLIPPER RLTY INC | $4,642 | 0.00% | 1,537 | 203 | 15.2% | $613 | 加仓 |
| KSA | ISHARES TR | $4,651 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | EMERALD HOLDING INC | $4,659 | 0.00% | 1,033 | 41 | 4.1% | $185 | 加仓 |
| UAE | ISHARES TR | $4,663 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $4,667 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | UNIVERSAL LOGISTICS HLDGS IN | $4,735 | 0.00% | 224 | 160 | 250.0% | $3,382 | 加仓 |
| — | TIDAL TRUST II | $4,741 | 0.00% | 75 | 75 | — | $4,741 | 新建仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $4,749 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $4,752 | 0.00% | 1,302 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $4,758 | 0.00% | 186 | 186 | — | $4,758 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $4,767 | 0.00% | 151 | 137 | 978.6% | $4,325 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $4,778 | 0.00% | 96 | 96 | — | $4,778 | 新建仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $4,782 | 0.00% | 355 | 19 | 5.7% | $256 | 加仓 |
| — | INVESCO CURRENCYSHARES AUSTR | $4,786 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC | $4,821 | 0.00% | 374 | 5 | 1.4% | $64 | 加仓 |
| TMQ | TRILOGY METALS INC NEW | $4,829 | 0.00% | 1,345 | 1,031 | 328.3% | $3,702 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $4,839 | 0.00% | 82 | 82 | — | $4,839 | 新建仓 |
| CDRE | CADRE HLDGS INC | $4,878 | 0.00% | 159 | 29 | 22.3% | $890 | 加仓 |
| — | CARDIFF ONCOLOGY INC | $4,925 | 0.00% | 3,040 | 2,545 | 514.1% | $4,123 | 加仓 |
| — | ISPIRE TECHNOLOGY INC | $4,928 | 0.00% | 2,678 | 746 | 38.6% | $1,373 | 加仓 |
| KARO | KAROOOOO LTD | $4,934 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $4,940 | 0.00% | 601 | 222 | 58.6% | $1,825 | 加仓 |
| AIS | TIDAL TRUST III | $4,945 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STS NAT GAS FD LP | $4,997 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5,002 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $5,004 | 0.00% | 1,702 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $5,004 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| OPRA | OPERA LTD | $5,020 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $5,039 | 0.00% | 496 | 279 | 128.6% | $2,834 | 加仓 |
| — | MEDIWOUND LTD | $5,042 | 0.00% | 313 | 259 | 479.6% | $4,172 | 加仓 |
| — | KRANESHARES TRUST | $5,048 | 0.00% | 196 | 74 | 60.7% | $1,906 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $5,053 | 0.00% | 197 | -149 | -43.1% | -$3,822 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $5,058 | 0.00% | 424 | 43 | 11.3% | $513 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $5,069 | 0.00% | 937 | 570 | 155.3% | $3,084 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $5,081 | 0.00% | 71 | -108 | -60.3% | -$7,729 | 重新持有 |
| ACRS | ACLARIS THERAPEUTICS INC | $5,093 | 0.00% | 1,358 | 978 | 257.4% | $3,668 | 加仓 |
| — | MFS INVT GRADE MUN TR | $5,114 | 0.00% | 640 | 640 | — | $5,114 | 新建仓 |
| — | ACTUATE THERAPEUTICS INC | $5,116 | 0.00% | 1,867 | 1,823 | 4,143.2% | $4,995 | 加仓 |
| SUZ | SUZANO S A | $5,125 | 0.00% | 512 | -224 | -30.4% | -$2,242 | 减仓 |
| — | TIDAL TRUST II | $5,130 | 0.00% | 200 | 200 | — | $5,130 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $5,171 | 0.00% | 1,178 | 0 | 0.0% | — | 不变 |
| ELA | ENVELA CORP | $5,215 | 0.00% | 313 | 41 | 15.1% | $683 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $5,219 | 0.00% | 62 | 4 | 6.9% | $337 | 加仓 |
| — | INNOVATE CORP | $5,226 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $5,255 | 0.00% | 3,527 | 3,185 | 931.3% | $4,745 | 加仓 |
| — | VIRTUS TOTAL RETURN FD INC | $5,257 | 0.00% | 794 | -6,788 | -89.5% | -$4.49万 | 减仓 |
| GRPN | GROUPON INC | $5,272 | 0.00% | 443 | 154 | 53.3% | $1,833 | 加仓 |
| INDY | ISHARES TR | $5,280 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $5,281 | 0.00% | 1,866 | -8 | -0.4% | -$23 | 减仓 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $5,286 | 0.00% | 236 | 11 | 4.9% | $246 | 加仓 |
| AXGN | AXOGEN INC | $5,301 | 0.00% | 160 | 44 | 37.9% | $1,458 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $5,339 | 0.00% | 147 | -26 | -15.0% | -$944 | 减仓 |
| — | ISHARES TR | $5,367 | 0.00% | 247 | 247 | — | $5,367 | 新建仓 |
| — | ISHARES TR | $5,372 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $5,412 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5,414 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $5,416 | 0.00% | 107 | 107 | — | $5,416 | 新建仓 |
| — | TVARDI THERAPEUTICS INC | $5,425 | 0.00% | 1,706 | 1,500 | 728.2% | $4,770 | 加仓 |
| ZLAB | ZAI LAB LTD | $5,436 | 0.00% | 289 | -690 | -70.5% | -$1.30万 | 减仓 |
| — | BYRNA TECHNOLOGIES INC | $5,444 | 0.00% | 593 | -258 | -30.3% | -$2,369 | 减仓 |
| BTE | BAYTEX ENERGY CORP | $5,453 | 0.00% | 1,220 | -362 | -22.9% | -$1,618 | 减仓 |
| MBSF | VALUED ADVISERS TR | $5,457 | 0.00% | 214 | 2 | 0.9% | $51 | 加仓 |
| — | FLYEXCLUSIVE INC | $5,478 | 0.00% | 2,424 | 2,410 | 17,214.3% | $5,446 | 加仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $5,510 | 0.00% | 1,312 | -312 | -19.2% | -$1,310 | 减仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $5,525 | 0.00% | 1,027 | 605 | 143.4% | $3,255 | 加仓 |
| DTIL | PRECISION BIOSCIENCES INC | $5,528 | 0.00% | 1,005 | 0 | 0.0% | — | 不变 |
| — | NEURONETICS INC | $5,536 | 0.00% | 3,818 | 3,737 | 4,613.6% | $5,419 | 加仓 |
| — | KNIGHTSCOPE INC | $5,559 | 0.00% | 1,333 | 0 | 0.0% | — | 不变 |
| ELVN | ENLIVEN THERAPEUTICS INC | $5,566 | 0.00% | 142 | 48 | 51.1% | $1,881 | 加仓 |
| — | FONAR CORP | $5,568 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UYLD | ANGEL OAK FUNDS TRUST | $5,614 | 0.00% | 110 | 110 | — | $5,614 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $5,638 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | BIOTE CORP | $5,661 | 0.00% | 4,193 | 2,572 | 158.7% | $3,472 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $5,667 | 0.00% | 304 | 244 | 406.7% | $4,549 | 加仓 |
| SERV | SERVE ROBOTICS INC | $5,680 | 0.00% | 673 | -2,766 | -80.4% | -$2.33万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $5,747 | 0.00% | 309 | 42 | 15.7% | $781 | 加仓 |