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 |
|---|---|---|---|---|---|---|---|---|
| — | TOUCHSTONE ETF TRUST | $2.04万 | 0.00% | 520 | 520 | — | $2.04万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $2.04万 | 0.00% | 409 | 6 | 1.5% | $299 | 加仓 |
| — | TIDAL TRUST I | $2.04万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $2.03万 | 0.00% | 1,314 | -8 | -0.6% | -$124 | 减仓 |
| HYBB | ISHARES TR | $2.03万 | 0.00% | 436 | -456 | -51.1% | -$2.12万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $2.03万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| — | AUDIOEYE INC | $2.03万 | 0.00% | 3,182 | 1,787 | 128.1% | $1.14万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $2.02万 | 0.00% | 1,069 | -640 | -37.4% | -$1.21万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $2.02万 | 0.00% | 536 | 195 | 57.2% | $7,359 | 加仓 |
| AMRC | AMERESCO INC | $2.02万 | 0.00% | 792 | 1 | 0.1% | $26 | 加仓 |
| — | MARKETWISE INC | $2.02万 | 0.00% | 1,078 | 311 | 40.5% | $5,822 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $2.02万 | 0.00% | 619 | 54 | 9.6% | $1,758 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $2.01万 | 0.00% | 2,854 | -1,710 | -37.5% | -$1.21万 | 减仓 |
| — | NUSHARES ETF TR | $2.01万 | 0.00% | 863 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX-ADVANTAGED G | $2.01万 | 0.00% | 754 | 119 | 18.7% | $3,171 | 加仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $2.01万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| CVLG | COVENANT LOGISTICS GROUP INC | $2.00万 | 0.00% | 738 | 364 | 97.3% | $9,883 | 加仓 |
| — | FRANKLIN FINL SVCS CORP | $2.00万 | 0.00% | 392 | 196 | 100.0% | $1.00万 | 加仓 |
| GLIBK | GCI LIBERTY INC | $2.00万 | 0.00% | 537 | 150 | 38.8% | $5,582 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $2.00万 | 0.00% | 1,924 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.99万 | 0.00% | 930 | 0 | 0.0% | — | 不变 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1.99万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $1.99万 | 0.00% | 31,094 | 28,540 | 1,117.5% | $1.83万 | 加仓 |
| — | TEADS HLDG CO | $1.99万 | 0.00% | 30,240 | 25,645 | 558.1% | $1.69万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $1.99万 | 0.00% | 2,748 | 170 | 6.6% | $1,229 | 加仓 |
| — | PROSHARES TR | $1.98万 | 0.00% | 1,699 | 1,074 | 171.8% | $1.25万 | 加仓 |
| — | BRT APARTMENTS CORP | $1.97万 | 0.00% | 1,480 | 399 | 36.9% | $5,323 | 加仓 |
| BXC | BLUELINX HLDGS INC | $1.97万 | 0.00% | 363 | 289 | 390.5% | $1.57万 | 加仓 |
| — | AVITA MEDICAL INC | $1.96万 | 0.00% | 5,306 | 4,887 | 1,166.3% | $1.81万 | 加仓 |
| — | CENTRAIS ELET BRAS SA | $1.96万 | 0.00% | 1,791 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $1.96万 | 0.00% | 512 | 190 | 59.0% | $7,256 | 加仓 |
| AVNW | AVIAT NETWORKS INC | $1.95万 | 0.00% | 863 | -12 | -1.4% | -$271 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $1.95万 | 0.00% | 16,940 | 13,700 | 422.8% | $1.58万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.95万 | 0.00% | 66 | 66 | — | $1.95万 | 新建仓 |
| KRUS | KURA SUSHI USA INC | $1.95万 | 0.00% | 279 | 144 | 106.7% | $1.00万 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $1.94万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY | $1.94万 | 0.00% | 405 | 122 | 43.1% | $5,829 | 加仓 |
| LRGC | AB ACTIVE ETFS INC | $1.93万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $1.93万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $1.93万 | 0.00% | 1,476 | 1,203 | 440.7% | $1.57万 | 加仓 |
| FLRT | PACER FDS TR | $1.93万 | 0.00% | 417 | 4 | 1.0% | $185 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $1.93万 | 0.00% | 734 | 357 | 94.7% | $9,368 | 加仓 |
| EVGO | EVGO INC | $1.92万 | 0.00% | 11,134 | -18,682 | -62.7% | -$3.21万 | 减仓 |
| — | SANARA MEDTECH INC | $1.91万 | 0.00% | 1,112 | 957 | 617.4% | $1.64万 | 加仓 |
| — | SECURITY NATL FINL CORP | $1.91万 | 0.00% | 2,013 | 1,591 | 377.0% | $1.51万 | 加仓 |
| PALC | PACER FDS TR | $1.91万 | 0.00% | 368 | -73 | -16.6% | -$3,781 | 减仓 |
| ICOP | ISHARES TR | $1.90万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $1.90万 | 0.00% | 14,704 | 6,297 | 74.9% | $8,123 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $1.89万 | 0.00% | 2,024 | -291 | -12.6% | -$2,712 | 减仓 |
| EWW | ISHARES INC | $1.88万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $1.87万 | 0.00% | 9,327 | 8,190 | 720.3% | $1.65万 | 加仓 |
| — | ISHARES TR | $1.87万 | 0.00% | 486 | 288 | 145.5% | $1.11万 | 加仓 |
| TDV | PROSHARES TR | $1.87万 | 0.00% | 221 | 221 | — | $1.87万 | 新建仓 |
| WIX | WIX COM LTD | $1.87万 | 0.00% | 208 | -327 | -61.1% | -$2.94万 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $1.87万 | 0.00% | 3,102 | 828 | 36.4% | $4,985 | 加仓 |
| PKE | PARK AEROSPACE CORP | $1.86万 | 0.00% | 681 | 65 | 10.6% | $1,780 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $1.86万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $1.86万 | 0.00% | 248 | 3 | 1.2% | $225 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $1.86万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC | $1.86万 | 0.00% | 1,083 | 52 | 5.0% | $893 | 加仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $1.86万 | 0.00% | 67,604 | 67,209 | 17,014.9% | $1.85万 | 加仓 |
| KE | KIMBALL ELECTRONICS INC | $1.86万 | 0.00% | 784 | -460 | -37.0% | -$1.09万 | 减仓 |
| — | CANTALOUPE INC | $1.85万 | 0.00% | 1,712 | 1,136 | 197.2% | $1.23万 | 加仓 |
| — | KRANESHARES TRUST | $1.85万 | 0.00% | 655 | -185 | -22.0% | -$5,217 | 减仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $1.84万 | 0.00% | 3,424 | 2,149 | 168.5% | $1.15万 | 加仓 |
| — | SB FINL GROUP INC | $1.84万 | 0.00% | 875 | -65 | -6.9% | -$1,365 | 减仓 |
| — | NAVIENT CORPORATION | $1.84万 | 0.00% | 2,246 | -1,029 | -31.4% | -$8,418 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $1.83万 | 0.00% | 2,993 | -6,539 | -68.6% | -$4.00万 | 减仓 |
| ITIC | INVESTORS TITLE CO NC | $1.83万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | CARLYLE CREDIT INCOME FUND | $1.82万 | 0.00% | 5,676 | 5,494 | 3,018.7% | $1.76万 | 加仓 |
| FLRG | FIDELITY COVINGTON TRUST | $1.82万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| — | KALVISTA PHARMACEUTICALS INC | $1.81万 | 0.00% | 901 | 242 | 36.7% | $4,871 | 加仓 |
| CLFD | CLEARFIELD INC | $1.81万 | 0.00% | 684 | 27 | 4.1% | $715 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1.81万 | 0.00% | 1,237 | 1,032 | 503.4% | $1.51万 | 加仓 |
| — | SSGA ACTIVE TR | $1.81万 | 0.00% | 424 | 101 | 31.3% | $4,301 | 加仓 |
| — | THEMES ETF TR | $1.80万 | 0.00% | 415 | 415 | — | $1.80万 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $1.80万 | 0.00% | 2,526 | 202 | 8.7% | $1,440 | 加仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $1.80万 | 0.00% | 2,779 | -81 | -2.8% | -$525 | 减仓 |
| — | PROSHARES TR | $1.80万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| KF | KOREA FD INC | $1.79万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $1.79万 | 0.00% | 1,633 | 586 | 56.0% | $6,423 | 加仓 |
| — | SPROTT FDS TR | $1.79万 | 0.00% | 500 | 500 | — | $1.79万 | 新建仓 |
| — | ISHARES TR | $1.78万 | 0.00% | 604 | 584 | 2,920.0% | $1.72万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $1.78万 | 0.00% | 1,066 | 75 | 7.6% | $1,253 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $1.78万 | 0.00% | 4,397 | 1,081 | 32.6% | $4,367 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $1.77万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $1.77万 | 0.00% | 719 | 32 | 4.7% | $787 | 加仓 |
| NPCE | NEUROPACE INC | $1.77万 | 0.00% | 1,343 | 1,187 | 760.9% | $1.56万 | 加仓 |
| AUR | AURORA INNOVATION INC | $1.77万 | 0.00% | 4,285 | -13,033 | -75.3% | -$5.37万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $1.76万 | 0.00% | 3,175 | 2,321 | 271.8% | $1.29万 | 加仓 |
| — | SPDR SERIES TRUST | $1.76万 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.76万 | 0.00% | 1,263 | 70 | 5.9% | $973 | 加仓 |
| — | PACER FDS TR | $1.76万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AVBH | AVIDBANK HLDGS INC | $1.75万 | 0.00% | 615 | 615 | — | $1.75万 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP | $1.75万 | 0.00% | 118 | -210 | -64.0% | -$3.12万 | 减仓 |
| DFJ | WISDOMTREE TR | $1.75万 | 0.00% | 171 | -49 | -22.3% | -$5,001 | 减仓 |
| HSHP | HIMALAYA SHIPPING LTD | $1.75万 | 0.00% | 1,312 | 34 | 2.7% | $452 | 加仓 |
| MLPB | UBS AG LONDON BRANCH | $1.74万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $1.74万 | 0.00% | 304 | 4 | 1.3% | $229 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $1.74万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |