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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $874.53万 | 0.02% | 111,533 | 13,878 | 14.2% | $108.82万 | 加仓 |
| DTH | WISDOMTREE TR | $873.88万 | 0.02% | 161,560 | 67,740 | 72.2% | $366.41万 | 加仓 |
| IXUS | ISHARES TR | $873.47万 | 0.02% | 100,817 | 22,791 | 29.2% | $197.46万 | 加仓 |
| LRGF | ISHARES TR | $870.39万 | 0.02% | 131,877 | 2,483 | 1.9% | $16.39万 | 加仓 |
| — | LISTED FDS TR | $867.23万 | 0.02% | 332,642 | -7,222 | -2.1% | -$18.83万 | 减仓 |
| ARMK | ARAMARK | $867.02万 | 0.02% | 213,868 | 14,117 | 7.1% | $57.23万 | 加仓 |
| HAS | HASBRO INC | $855.61万 | 0.02% | 91,412 | 1,125 | 1.2% | $10.53万 | 加仓 |
| SDY | SPDR SERIES TRUST | $853.32万 | 0.02% | 58,470 | -10,496 | -15.2% | -$153.18万 | 减仓 |
| GSK | GSK PLC | $850.45万 | 0.02% | 154,094 | -1,572 | -1.0% | -$8.68万 | 减仓 |
| CHWY | CHEWY INC | $849.95万 | 0.02% | 314,795 | 167,205 | 113.3% | $451.45万 | 加仓 |
| TTE | TOTALENERGIES SE | $846.34万 | 0.02% | 93,024 | -5,188 | -5.3% | -$47.20万 | 减仓 |
| WAB | WABTEC | $841.60万 | 0.02% | 33,676 | 244 | 0.7% | $6.10万 | 加仓 |
| VFC | V F CORP | $839.77万 | 0.02% | 494,274 | 327,085 | 195.6% | $555.72万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $839.44万 | 0.02% | 63,064 | 42,026 | 199.8% | $559.41万 | 加仓 |
| RIO | RIO TINTO PLC | $838.93万 | 0.02% | 89,928 | 1,515 | 1.7% | $14.13万 | 加仓 |
| — | BARON ETF TR | $838.07万 | 0.02% | 388,354 | 388,354 | — | $838.07万 | 新建仓 |
| ITA | ISHARES TR | $830.95万 | 0.02% | 37,986 | -415,867 | -91.6% | -$9,097.14万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $828.02万 | 0.02% | 334,014 | 27,352 | 8.9% | $67.81万 | 加仓 |
| DSI | ISHARES TR | $826.43万 | 0.02% | 68,193 | -950 | -1.4% | -$11.51万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $824.96万 | 0.02% | 160,591 | 12,765 | 8.6% | $65.57万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $823.64万 | 0.02% | 163,616 | -6,569 | -3.9% | -$33.07万 | 减仓 |
| DGRO | ISHARES TR | $822.60万 | 0.02% | 117,213 | -301 | -0.3% | -$2.11万 | 减仓 |
| NNN | NNN REIT INC | $817.07万 | 0.02% | 194,402 | -13,710 | -6.6% | -$57.62万 | 减仓 |
| RBLX | ROBLOX CORP | $816.67万 | 0.02% | 144,390 | -89,762 | -38.3% | -$507.69万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $814.47万 | 0.02% | 19,544 | -2,610 | -11.8% | -$108.77万 | 减仓 |
| DOX | AMDOCS LTD | $812.60万 | 0.02% | 124,517 | 17,860 | 16.7% | $116.55万 | 加仓 |
| O | REALTY INCOME CORP | $810.76万 | 0.02% | 132,521 | -5,945 | -4.3% | -$36.37万 | 减仓 |
| CGNX | COGNEX CORP | $810.76万 | 0.02% | 165,494 | 7,504 | 4.7% | $36.76万 | 加仓 |
| TW | TRADEWEB MKTS INC | $810.69万 | 0.02% | 68,901 | 20,382 | 42.0% | $239.81万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $809.47万 | 0.02% | 167,038 | 1,034 | 0.6% | $5.01万 | 加仓 |
| TOL | TOLL BROTHERS INC | $805.46万 | 0.02% | 59,021 | -813 | -1.4% | -$11.10万 | 减仓 |
| NVO | NOVO-NORDISK A S | $803.31万 | 0.02% | 218,589 | 80,863 | 58.7% | $297.17万 | 加仓 |
| WTV | WISDOMTREE TR | $802.96万 | 0.02% | 84,763 | -638 | -0.7% | -$6.04万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $801.68万 | 0.02% | 177,245 | 41,002 | 30.1% | $185.45万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $795.30万 | 0.02% | 189,539 | -5,218 | -2.7% | -$21.89万 | 减仓 |
| ECL | ECOLAB INC | $793.27万 | 0.02% | 29,820 | -988 | -3.2% | -$26.28万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $792.90万 | 0.02% | 31,833 | 5,723 | 21.9% | $142.55万 | 加仓 |
| DVY | ISHARES TR | $792.08万 | 0.02% | 52,313 | -1,935 | -3.6% | -$29.30万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $790.84万 | 0.02% | 50,852 | 22,054 | 76.6% | $342.98万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $790.79万 | 0.02% | 149,771 | -6,772 | -4.3% | -$35.76万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $789.73万 | 0.02% | 62,712 | -874 | -1.4% | -$11.01万 | 减仓 |
| RY | ROYAL BK CDA | $788.48万 | 0.02% | 48,738 | -1,611 | -3.2% | -$26.06万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $786.35万 | 0.02% | 59,071 | 14,314 | 32.0% | $190.55万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $786.04万 | 0.02% | 11,521 | -582 | -4.8% | -$39.71万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $785.95万 | 0.02% | 235,526 | 12,960 | 5.8% | $43.25万 | 加仓 |
| GAP | GAP INC | $783.66万 | 0.02% | 323,825 | 61,760 | 23.6% | $149.46万 | 加仓 |
| ADSK | AUTODESK INC | $781.59万 | 0.02% | 32,648 | -16,520 | -33.6% | -$395.49万 | 减仓 |
| ICF | ISHARES TR | $778.19万 | 0.02% | 125,738 | 14,773 | 13.3% | $91.43万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $774.77万 | 0.02% | 163,558 | 35,680 | 27.9% | $169.02万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $770.04万 | 0.02% | 16,272 | -596 | -3.5% | -$28.20万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $766.82万 | 0.02% | 212,121 | 212,108 | 1,631,600.0% | $766.77万 | 加仓 |
| IEI | ISHARES TR | $766.38万 | 0.02% | 64,619 | -27,701 | -30.0% | -$328.53万 | 减仓 |
| LMUB | ISHARES TR | $760.03万 | 0.02% | 152,220 | 152,220 | — | $760.03万 | 新建仓 |
| IGM | ISHARES TR | $757.54万 | 0.02% | 63,922 | -670 | -1.0% | -$7.94万 | 减仓 |
| CCK | CROWN HLDGS INC | $756.74万 | 0.02% | 75,485 | -5,026 | -6.2% | -$50.39万 | 减仓 |
| ELF | E L F BEAUTY INC | $754.86万 | 0.02% | 124,543 | 6,709 | 5.7% | $40.66万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $749.86万 | 0.02% | 56,253 | 52,731 | 1,497.2% | $702.91万 | 加仓 |
| CCL | CARNIVAL CORP | $747.48万 | 0.02% | 288,824 | 192,883 | 201.0% | $499.18万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $742.55万 | 0.02% | 154,763 | 12,998 | 9.2% | $62.36万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $742.11万 | 0.02% | 363,368 | -39,462 | -9.8% | -$80.59万 | 减仓 |
| SHV | ISHARES TR | $741.54万 | 0.02% | 67,174 | -3,123 | -4.4% | -$34.48万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $740.15万 | 0.02% | 72,749 | -3,220 | -4.2% | -$32.76万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $735.69万 | 0.02% | 78,878 | 14,717 | 22.9% | $137.26万 | 加仓 |
| OC | OWENS CORNING NEW | $735.01万 | 0.02% | 67,919 | 21,131 | 45.2% | $228.68万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $733.64万 | 0.02% | 10,439 | 7,616 | 269.8% | $535.24万 | 加仓 |
| TPIF | TIMOTHY PLAN | $733.17万 | 0.02% | 203,432 | -24,794 | -10.9% | -$89.36万 | 减仓 |
| G | GENPACT LIMITED | $732.49万 | 0.02% | 196,641 | 107,477 | 120.5% | $400.35万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $726.57万 | 0.02% | 100,272 | -562 | -0.6% | -$4.07万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $726.34万 | 0.02% | 68,387 | 11,181 | 19.5% | $118.75万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $721.93万 | 0.02% | 285,123 | 272,831 | 2,219.6% | $690.81万 | 加仓 |
| IVZ | INVESCO LTD | $720.69万 | 0.02% | 296,702 | 61,370 | 26.1% | $149.07万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $720.14万 | 0.02% | 169,206 | 5,056 | 3.1% | $21.52万 | 加仓 |
| RGLD | ROYAL GOLD INC | $717.07万 | 0.02% | 28,177 | 1,141 | 4.2% | $29.04万 | 加仓 |
| DOV | DOVER CORP | $716.05万 | 0.02% | 34,351 | 3,000 | 9.6% | $62.54万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $715.67万 | 0.02% | 34,726 | -493 | -1.4% | -$10.16万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $710.99万 | 0.02% | 98,000 | -7,859 | -7.4% | -$57.02万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $710.85万 | 0.02% | 124,797 | -11,118 | -8.2% | -$63.33万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $710.30万 | 0.02% | 33,614 | 1,213 | 3.7% | $25.63万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $705.95万 | 0.02% | 262,826 | -17,113 | -6.1% | -$45.97万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $703.49万 | 0.02% | 116,491 | 20,007 | 20.7% | $120.82万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $701.84万 | 0.02% | 119,354 | 27,046 | 29.3% | $159.04万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $697.74万 | 0.02% | 137,255 | -74,312 | -35.1% | -$377.77万 | 减仓 |
| IGV | ISHARES TR | $697.11万 | 0.02% | 87,084 | -29,379 | -25.2% | -$235.18万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $695.61万 | 0.02% | 148,287 | 123,293 | 493.3% | $578.37万 | 加仓 |
| VICI | VICI PPTYS INC | $693.43万 | 0.02% | 253,818 | 159,923 | 170.3% | $436.91万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $693.13万 | 0.02% | 72,232 | 1,176 | 1.7% | $11.28万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $692.84万 | 0.02% | 263,138 | -154,855 | -37.0% | -$407.73万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $692.15万 | 0.02% | 146,798 | -49,320 | -25.1% | -$232.54万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $687.29万 | 0.02% | 122,055 | 35,120 | 40.4% | $197.76万 | 加仓 |
| ENB | ENBRIDGE INC | $684.33万 | 0.02% | 126,400 | 73,575 | 139.3% | $398.33万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $682.92万 | 0.02% | 122,277 | -130,159 | -51.6% | -$726.94万 | 减仓 |
| IWP | ISHARES TR | $679.82万 | 0.02% | 53,061 | -38,722 | -42.2% | -$496.11万 | 减仓 |
| MSCI | MSCI INC | $678.24万 | 0.02% | 12,583 | 3,526 | 38.9% | $190.06万 | 加仓 |
| IBDT | ISHARES TR | $676.08万 | 0.02% | 266,908 | 19,639 | 7.9% | $49.75万 | 加仓 |
| SCZ | ISHARES TR | $674.26万 | 0.02% | 85,992 | 4,574 | 5.6% | $35.86万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $670.42万 | 0.02% | 98,230 | -85,796 | -46.6% | -$585.56万 | 减仓 |
| IUSG | ISHARES TR | $669.31万 | 0.02% | 43,150 | -1,444 | -3.2% | -$22.40万 | 减仓 |
| CSX | CSX CORP | $668.94万 | 0.02% | 162,957 | 6,328 | 4.0% | $25.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $665.93万 | 0.02% | 106,634 | 9,961 | 10.3% | $62.21万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $664.63万 | 0.02% | 187,696 | 12,517 | 7.1% | $44.32万 | 加仓 |