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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $2,269.64万 | 0.06% | 154,808 | 32,399 | 26.5% | $475.00万 | 加仓 |
| MCK | MCKESSON CORP | $2,267.34万 | 0.06% | 26,201 | 684 | 2.7% | $59.19万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2,261.33万 | 0.06% | 588,581 | -13,625 | -2.3% | -$52.35万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,237.69万 | 0.06% | 115,262 | -6,659 | -5.5% | -$129.28万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,235.40万 | 0.06% | 448,066 | 1,283 | 0.3% | $6.40万 | 加仓 |
| VMI | VALMONT INDS INC | $2,234.65万 | 0.06% | 55,926 | -581 | -1.0% | -$23.22万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $2,227.21万 | 0.06% | 204,369 | 40,713 | 24.9% | $443.69万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $2,218.68万 | 0.06% | 174,315 | -4,920 | -2.7% | -$62.62万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $2,205.86万 | 0.06% | 519,760 | 34,463 | 7.1% | $146.26万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,203.71万 | 0.06% | 301,300 | 25,847 | 9.4% | $189.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,175.50万 | 0.06% | 620,862 | 70,371 | 12.8% | $246.58万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $2,168.14万 | 0.06% | 303,538 | -1,533 | -0.5% | -$10.95万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,164.05万 | 0.06% | 114,138 | 57,075 | 100.0% | $1,082.14万 | 加仓 |
| ICSH | ISHARES TR | $2,155.97万 | 0.06% | 425,912 | -13,543 | -3.1% | -$68.55万 | 减仓 |
| ACWI | ISHARES TR | $2,150.09万 | 0.06% | 155,387 | 40,083 | 34.8% | $554.63万 | 加仓 |
| ADBE | ADOBE INC | $2,142.24万 | 0.06% | 88,129 | 10,989 | 14.2% | $267.12万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $2,139.30万 | 0.06% | 425,054 | -27,200 | -6.0% | -$136.90万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,114.96万 | 0.06% | 244,081 | -84,828 | -25.8% | -$735.04万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $2,100.58万 | 0.06% | 323,166 | 107,477 | 49.8% | $698.60万 | 加仓 |
| IWM | ISHARES TR | $2,079.14万 | 0.05% | 83,836 | -1,194 | -1.4% | -$29.61万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $2,063.50万 | 0.05% | 736,966 | 37,459 | 5.4% | $104.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,044.35万 | 0.05% | 127,517 | -39,108 | -23.5% | -$626.98万 | 减仓 |
| DAL | DELTA AIR LINES INC | $2,037.56万 | 0.05% | 306,492 | 67,769 | 28.4% | $450.53万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2,023.06万 | 0.05% | 344,175 | 66,876 | 24.1% | $393.10万 | 加仓 |
| COWZ | PACER FDS TR | $2,020.09万 | 0.05% | 322,904 | -367 | -0.1% | -$2.30万 | 减仓 |
| MSTR | STRATEGY INC | $2,019.34万 | 0.05% | 161,806 | 136,942 | 550.8% | $1,709.04万 | 加仓 |
| IJR | ISHARES TR | $2,000.86万 | 0.05% | 160,957 | -5,961 | -3.6% | -$74.10万 | 减仓 |
| IGE | ISHARES TR | $1,997.05万 | 0.05% | 317,295 | 43,506 | 15.9% | $273.83万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,992.76万 | 0.05% | 131,727 | 1,267 | 1.0% | $19.17万 | 加仓 |
| SGOL | ETFS GOLD TR | $1,988.73万 | 0.05% | 445,703 | 36,994 | 9.1% | $165.07万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $1,985.09万 | 0.05% | 400,947 | 32,048 | 8.7% | $158.67万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $1,983.20万 | 0.05% | 629,588 | 24,303 | 4.0% | $76.55万 | 加仓 |
| ACWX | ISHARES TR | $1,981.86万 | 0.05% | 289,450 | 10,351 | 3.7% | $70.87万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $1,976.86万 | 0.05% | 861,379 | 202,594 | 30.8% | $464.95万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,972.77万 | 0.05% | 121,979 | 47,583 | 64.0% | $769.56万 | 加仓 |
| MRNA | MODERNA INC | $1,965.48万 | 0.05% | 386,906 | -2,393 | -0.6% | -$12.16万 | 减仓 |
| GIS | GENERAL MILLS INC | $1,964.35万 | 0.05% | 527,766 | 119,890 | 29.4% | $446.23万 | 加仓 |
| INTF | ISHARES TR | $1,958.45万 | 0.05% | 502,683 | -181,562 | -26.5% | -$707.37万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $1,942.07万 | 0.05% | 436,027 | 119,742 | 37.9% | $533.33万 | 加仓 |
| SJM | SMUCKER J M CO | $1,941.40万 | 0.05% | 201,307 | -11,192 | -5.3% | -$107.94万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,937.83万 | 0.05% | 325,412 | 19,311 | 6.3% | $115.00万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,923.33万 | 0.05% | 572,589 | 69,468 | 13.8% | $233.34万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,922.55万 | 0.05% | 164,068 | 15,919 | 10.7% | $186.54万 | 加仓 |
| CMI | CUMMINS INC | $1,921.89万 | 0.05% | 35,722 | 5,344 | 17.6% | $287.51万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,912.55万 | 0.05% | 193,089 | -39,614 | -17.0% | -$392.38万 | 减仓 |
| EMXC | ISHARES INC | $1,909.37万 | 0.05% | 242,737 | -41,701 | -14.7% | -$328.02万 | 减仓 |
| INCY | INCYTE CORP | $1,908.49万 | 0.05% | 202,772 | -3,052 | -1.5% | -$28.73万 | 减仓 |
| TER | TERADYNE INC | $1,904.23万 | 0.05% | 64,232 | 27,982 | 77.2% | $829.56万 | 加仓 |
| SUSC | ISHARES TR | $1,894.57万 | 0.05% | 818,823 | 152,713 | 22.9% | $353.34万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $1,884.41万 | 0.05% | 372,745 | 20,378 | 5.8% | $103.02万 | 加仓 |
| EG | EVEREST GROUP LTD | $1,883.37万 | 0.05% | 57,622 | -14,970 | -20.6% | -$489.29万 | 减仓 |
| TPR | TAPESTRY INC | $1,881.99万 | 0.05% | 133,370 | -2,999 | -2.2% | -$42.32万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,876.34万 | 0.05% | 705,922 | 125,154 | 21.5% | $332.66万 | 加仓 |
| EFA | ISHARES TR | $1,860.87万 | 0.05% | 191,586 | 6,267 | 3.4% | $60.87万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,860.31万 | 0.05% | 192,839 | 16,391 | 9.3% | $158.12万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,856.60万 | 0.05% | 280,114 | -13,977 | -4.8% | -$92.64万 | 减仓 |
| SYSB | ISHARES TR | $1,839.98万 | 0.05% | 206,740 | 35,900 | 21.0% | $319.51万 | 加仓 |
| — | ISHARES TR | $1,833.83万 | 0.05% | 218,437 | 1,629 | 0.8% | $13.68万 | 加仓 |
| KHC | KRAFT HEINZ CO | $1,825.87万 | 0.05% | 811,859 | 43,313 | 5.6% | $97.41万 | 加仓 |
| EME | EMCOR GROUP INC | $1,818.07万 | 0.05% | 24,625 | 9,804 | 66.1% | $723.83万 | 加仓 |
| — | HONEYWELL INTL INC | $1,816.69万 | 0.05% | 80,374 | 28,254 | 54.2% | $638.62万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1,816.19万 | 0.05% | 778,813 | -465,837 | -37.4% | -$1,086.33万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $1,796.66万 | 0.05% | 147,122 | 14,682 | 11.1% | $179.30万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,791.85万 | 0.05% | 42,127 | 28,704 | 213.8% | $1,220.91万 | 加仓 |
| DG | DOLLAR GEN CORP | $1,786.05万 | 0.05% | 150,429 | 30,499 | 25.4% | $362.12万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $1,781.99万 | 0.05% | 254,071 | -14,114 | -5.3% | -$98.99万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,779.74万 | 0.05% | 530,633 | -33,711 | -6.0% | -$113.07万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,774.23万 | 0.05% | 103,496 | -321 | -0.3% | -$5.50万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,773.64万 | 0.05% | 449,821 | 1,349 | 0.3% | $5.32万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,761.96万 | 0.05% | 235,808 | 15,458 | 7.0% | $115.50万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,757.98万 | 0.05% | 245,014 | -15,857 | -6.1% | -$113.77万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $1,756.27万 | 0.05% | 320,955 | -11,136 | -3.4% | -$60.94万 | 减仓 |
| CIEN | CIENA CORP | $1,730.28万 | 0.05% | 44,569 | -2,997 | -6.3% | -$116.35万 | 减仓 |
| IDV | ISHARES TR | $1,726.84万 | 0.05% | 405,742 | 74,445 | 22.5% | $316.84万 | 加仓 |
| IWR | ISHARES TR | $1,723.52万 | 0.05% | 177,262 | -60,190 | -25.3% | -$585.23万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $1,694.00万 | 0.04% | 198,943 | -2,442 | -1.2% | -$20.79万 | 减仓 |
| DIS | DISNEY WALT CO | $1,693.07万 | 0.04% | 175,666 | -62,601 | -26.3% | -$603.35万 | 减仓 |
| MMM | 3M CO | $1,690.09万 | 0.04% | 116,373 | -9,442 | -7.5% | -$137.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,689.78万 | 0.04% | 434,837 | -160,306 | -26.9% | -$622.95万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,682.80万 | 0.04% | 200,979 | 57,114 | 39.7% | $478.22万 | 加仓 |
| TIP | ISHARES TR | $1,682.37万 | 0.04% | 152,444 | 1,178 | 0.8% | $13.00万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,674.15万 | 0.04% | 79,710 | 9,365 | 13.3% | $196.69万 | 加仓 |
| IBTI | ISHARES TR | $1,671.90万 | 0.04% | 750,303 | 44,750 | 6.3% | $99.72万 | 加仓 |
| ICVT | ISHARES TR | $1,671.87万 | 0.04% | 164,247 | -2,371 | -1.4% | -$24.13万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,669.67万 | 0.04% | 126,740 | 31,710 | 33.4% | $417.75万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,667.75万 | 0.04% | 34,731 | -1,615 | -4.4% | -$77.55万 | 减仓 |
| IEF | ISHARES TR | $1,659.32万 | 0.04% | 173,860 | 2,587 | 1.5% | $24.69万 | 加仓 |
| FSLR | FIRST SOLAR INC | $1,657.37万 | 0.04% | 84,020 | -2,145 | -2.5% | -$42.31万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,655.61万 | 0.04% | 205,948 | -121,716 | -37.1% | -$978.47万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $1,655.02万 | 0.04% | 332,868 | -32,877 | -9.0% | -$163.46万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,654.24万 | 0.04% | 486,972 | 302,012 | 163.3% | $1,025.94万 | 加仓 |
| IBTJ | ISHARES TR | $1,652.78万 | 0.04% | 756,665 | 45,942 | 6.5% | $100.35万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,651.96万 | 0.04% | 383,019 | 48,971 | 14.7% | $211.21万 | 加仓 |
| IBTK | ISHARES TR | $1,649.53万 | 0.04% | 836,477 | 49,874 | 6.3% | $98.35万 | 加仓 |
| IBDR | ISHARES TR | $1,640.88万 | 0.04% | 676,932 | 90,468 | 15.4% | $219.29万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,636.73万 | 0.04% | 70,888 | -40,825 | -36.5% | -$942.61万 | 减仓 |
| IWB | ISHARES TR | $1,636.18万 | 0.04% | 45,888 | -5,192 | -10.2% | -$185.13万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,632.74万 | 0.04% | 302,080 | 10,454 | 3.6% | $56.50万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,621.09万 | 0.04% | 162,336 | 3,423 | 2.2% | $34.18万 | 加仓 |
| FTNT | FORTINET INC | $1,610.91万 | 0.04% | 197,125 | 51,884 | 35.7% | $424.00万 | 加仓 |