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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9.11亿 | 2.39% | 1,394,503 | -41,285 | -2.9% | -$2,696.78万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $8.61亿 | 2.26% | 11,255,034 | 895,773 | 8.6% | $6,856.25万 | 加仓 |
| IUSB | ISHARES TR | $8.14亿 | 2.14% | 17,616,671 | 422,500 | 2.5% | $1,951.53万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $8.07亿 | 2.12% | 17,682,357 | 2,161,800 | 13.9% | $9,868.62万 | 加仓 |
| AAPL | APPLE INC | $6.93亿 | 1.82% | 2,730,847 | 20,623 | 0.8% | $523.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.06亿 | 1.59% | 3,473,955 | 100,068 | 3.0% | $1,745.19万 | 加仓 |
| IVE | ISHARES TR | $5.42亿 | 1.42% | 2,566,919 | -12,329 | -0.5% | -$260.33万 | 减仓 |
| IVW | ISHARES TR | $5.40亿 | 1.42% | 4,777,915 | 2,664 | 0.1% | $30.13万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $5.21亿 | 1.37% | 16,208,136 | 16,208,136 | — | $5.21亿 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $4.56亿 | 1.20% | 7,830,130 | -184,536 | -2.3% | -$1,073.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.44亿 | 1.17% | 682,869 | 180,828 | 36.0% | $1.18亿 | 加仓 |
| MSFT | MICROSOFT CORP | $4.39亿 | 1.15% | 1,186,360 | 115,406 | 10.8% | $4,271.98万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $4.03亿 | 1.06% | 3,591,581 | 599,399 | 20.0% | $6,719.86万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $3.68亿 | 0.97% | 12,847,946 | 6,558,818 | 104.3% | $1.88亿 | 加仓 |
| QUAL | ISHARES TR | $3.62亿 | 0.95% | 1,889,343 | -356,585 | -15.9% | -$6,839.66万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3.59亿 | 0.94% | 14,001,534 | -4,192,224 | -23.0% | -$1.07亿 | 减仓 |
| BOND | PIMCO ETF TR | $3.45亿 | 0.91% | 3,741,411 | -408,165 | -9.8% | -$3,766.55万 | 减仓 |
| AMZN | AMAZON COM INC | $3.37亿 | 0.89% | 1,619,786 | 79,148 | 5.1% | $1,648.42万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $3.18亿 | 0.83% | 1,783,969 | -20,191 | -1.1% | -$359.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2.85亿 | 0.75% | 653,482 | 9,905 | 1.5% | $432.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2.83亿 | 0.74% | 490,751 | -23,311 | -4.5% | -$1,345.46万 | 减仓 |
| GOOGL | ALPHABET INC | $2.77亿 | 0.73% | 962,835 | -77,115 | -7.4% | -$2,217.52万 | 减仓 |
| MTUM | ISHARES TR | $2.76亿 | 0.72% | 1,149,067 | 7,642 | 0.7% | $183.40万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.72亿 | 0.72% | 2,780,818 | -62,399 | -2.2% | -$610.95万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $2.65亿 | 0.70% | 3,349,506 | 83,169 | 2.5% | $657.53万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2.41亿 | 0.63% | 2,630,828 | 159,750 | 6.5% | $1,463.95万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.35亿 | 0.62% | 4,161,823 | 76,764 | 1.9% | $434.33万 | 加仓 |
| IEMG | ISHARES INC | $2.26亿 | 0.60% | 3,247,216 | -2,442,872 | -42.9% | -$1.70亿 | 减仓 |
| EFV | ISHARES TR | $2.25亿 | 0.59% | 3,030,442 | -2,473,244 | -44.9% | -$1.84亿 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $2.17亿 | 0.57% | 5,455,083 | 714,905 | 15.1% | $2,840.32万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.10亿 | 0.55% | 7,205,154 | -253,458 | -3.4% | -$738.32万 | 减仓 |
| AVGO | BROADCOM INC | $2.07亿 | 0.54% | 667,208 | 16,351 | 2.5% | $506.08万 | 加仓 |
| BILS | SPDR SERIES TRUST | $2.01亿 | 0.53% | 2,019,477 | -37,965 | -1.8% | -$377.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.89亿 | 0.50% | 394,551 | 9,726 | 2.5% | $466.07万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.85亿 | 0.49% | 5,610,905 | 490,266 | 9.6% | $1,615.43万 | 加仓 |
| MBB | ISHARES TR | $1.83亿 | 0.48% | 1,927,060 | 16,950 | 0.9% | $160.94万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.76亿 | 0.46% | 3,864,523 | 595,649 | 18.2% | $2,717.38万 | 加仓 |
| WMT | WALMART INC | $1.76亿 | 0.46% | 1,417,724 | 184,203 | 14.9% | $2,289.28万 | 加仓 |
| — | EXXON MOBIL CORP | $1.75亿 | 0.46% | 1,030,824 | -23,056 | -2.2% | -$391.17万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.74亿 | 0.46% | 5,140,529 | 176,273 | 3.6% | $595.27万 | 加仓 |
| GOVT | ISHARES TR | $1.73亿 | 0.45% | 7,549,432 | 6,478,078 | 604.7% | $1.48亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.69亿 | 0.44% | 692,270 | 35,395 | 5.4% | $865.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.68亿 | 0.44% | 854,071 | -5,774 | -0.7% | -$113.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.62亿 | 0.43% | 550,203 | 14,094 | 2.6% | $414.59万 | 加仓 |
| MINT | PIMCO ETF TR | $1.61亿 | 0.42% | 1,603,698 | -71,864 | -4.3% | -$722.74万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $1.60亿 | 0.42% | 3,949,890 | 147,278 | 3.9% | $596.48万 | 加仓 |
| TLH | ISHARES TR | $1.57亿 | 0.41% | 1,558,713 | -32,774 | -2.1% | -$330.10万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1.55亿 | 0.41% | 3,343,154 | 93,526 | 2.9% | $433.96万 | 加仓 |
| TSLA | TESLA INC | $1.54亿 | 0.40% | 413,279 | 23,773 | 6.1% | $883.76万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.45亿 | 0.38% | 1,912,801 | 206,595 | 12.1% | $1,564.75万 | 加仓 |
| GLD | SPDR GOLD TR | $1.42亿 | 0.37% | 329,282 | -50,818 | -13.4% | -$2,186.65万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1.40亿 | 0.37% | 2,985,833 | 547,581 | 22.5% | $2,568.70万 | 加仓 |
| META | META PLATFORMS INC | $1.40亿 | 0.37% | 244,595 | -8,188 | -3.2% | -$468.46万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $1.39亿 | 0.37% | 4,250,401 | 4,250,401 | — | $1.39亿 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $1.39亿 | 0.36% | 3,382,266 | 3,382,266 | — | $1.39亿 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $1.39亿 | 0.36% | 1,044,720 | -360,323 | -25.6% | -$4,788.69万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1.34亿 | 0.35% | 2,263,455 | -1,327,276 | -37.0% | -$7,860.13万 | 减仓 |
| GOOG | ALPHABET INC | $1.33亿 | 0.35% | 464,319 | 17,761 | 4.0% | $509.49万 | 加仓 |
| LLY | ELI LILLY & CO | $1.33亿 | 0.35% | 144,076 | 6,245 | 4.5% | $574.40万 | 加仓 |
| PYLD | PIMCO ETF TR | $1.31亿 | 0.34% | 5,004,693 | 786,686 | 18.7% | $2,061.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.28亿 | 0.34% | 214,486 | -6,279 | -2.8% | -$375.20万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.24亿 | 0.33% | 4,054,445 | -1,450,613 | -26.4% | -$4,450.48万 | 减仓 |
| MRK | MERCK & CO INC | $1.22亿 | 0.32% | 1,010,525 | -6,498 | -0.6% | -$78.16万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1.21亿 | 0.32% | 2,412,385 | 1,342,686 | 125.5% | $6,729.54万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.20亿 | 0.32% | 1,415,086 | 264,331 | 23.0% | $2,242.58万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $1.19亿 | 0.31% | 4,582,105 | 496,894 | 12.2% | $1,292.42万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1.19亿 | 0.31% | 1,405,248 | -47,174 | -3.2% | -$398.71万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1.18亿 | 0.31% | 3,266,015 | 4,338 | 0.1% | $15.71万 | 加仓 |
| HEGD | LISTED FDS TR | $1.13亿 | 0.30% | 4,586,482 | 694,636 | 17.8% | $1,715.75万 | 加仓 |
| IAGG | ISHARES TR | $1.13亿 | 0.30% | 2,255,829 | 77,818 | 3.6% | $389.40万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1.11亿 | 0.29% | 4,789,548 | 767,142 | 19.1% | $1,781.30万 | 加仓 |
| CORP | PIMCO ETF TR | $1.10亿 | 0.29% | 1,138,477 | 29,508 | 2.7% | $285.64万 | 加仓 |
| RSSB | TIDAL TRUST II | $1.09亿 | 0.29% | 3,995,437 | 219,707 | 5.8% | $597.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.08亿 | 0.28% | 750,348 | 64,414 | 9.4% | $930.40万 | 加仓 |
| ABBV | ABBVIE INC | $1.01亿 | 0.27% | 464,400 | 4,399 | 1.0% | $95.67万 | 加仓 |
| CSCO | CISCO SYS INC | $9,973.57万 | 0.26% | 1,285,420 | -44,560 | -3.4% | -$345.74万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $9,955.01万 | 0.26% | 2,340,152 | 342,344 | 17.1% | $1,456.33万 | 加仓 |
| 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 |
| DHS | WISDOMTREE TR | $9,414.58万 | 0.25% | 861,983 | 2,872 | 0.3% | $31.37万 | 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 |
| CAT | CATERPILLAR INC | $9,226.65万 | 0.24% | 130,235 | 12,879 | 11.0% | $912.43万 | 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 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8,888.55万 | 0.23% | 1,121,300 | 114,267 | 11.3% | $905.79万 | 加仓 |
| HD | HOME DEPOT INC | $8,613.98万 | 0.23% | 261,911 | 19,685 | 8.1% | $647.42万 | 加仓 |
| GLDM | WORLD GOLD TR | $8,552.86万 | 0.22% | 922,738 | -8,783 | -0.9% | -$81.41万 | 减仓 |
| LDUR | PIMCO ETF TR | $8,544.96万 | 0.22% | 891,772 | -48,161 | -5.1% | -$461.48万 | 减仓 |
| GE | GE AEROSPACE | $8,455.96万 | 0.22% | 297,986 | 43,121 | 16.9% | $1,223.65万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,414.90万 | 0.22% | 354,132 | 16,182 | 4.8% | $384.52万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $8,366.81万 | 0.22% | 1,786,634 | -274,303 | -13.3% | -$1,284.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $8,253.36万 | 0.22% | 398,906 | 39,097 | 10.9% | $808.92万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $8,224.46万 | 0.22% | 1,795,342 | 173,132 | 10.7% | $793.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $8,221.94万 | 0.22% | 1,342,139 | 215,728 | 19.2% | $1,321.55万 | 加仓 |
| V | VISA INC | $8,152.30万 | 0.21% | 269,729 | 14,358 | 5.6% | $433.96万 | 加仓 |
| 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $8,046.46万 | 0.21% | 2,002,105 | -253,232 | -11.2% | -$1,017.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,045.91万 | 0.21% | 80,747 | 9,042 | 12.6% | $900.98万 | 加仓 |
| MUB | ISHARES TR | $7,978.24万 | 0.21% | 751,600 | 63,676 | 9.3% | $675.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $7,965.75万 | 0.21% | 3,218,486 | 284,417 | 9.7% | $703.93万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $7,801.85万 | 0.21% | 2,966,485 | 216,358 | 7.9% | $569.02万 | 加仓 |
| SGOV | ISHARES TR | $7,796.02万 | 0.20% | 774,491 | 432,092 | 126.2% | $4,349.44万 | 加仓 |