13F 机构持仓

CWA Asset Management Group, LLC

NAPLES FL · SEC CIK 0001667134

2026Q22026Q1 更早 9 个季度 🔒
$32.80亿2026Q2 申报市值
720持仓数
26.3%前十大占比 · 第一大 6.1%
84 / 56新建仓 / 清仓
申报市值走势$32.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.1%
AAPL 5.1%
MSFT 2.3%
SHY 2.1%
VCIT 2.0%
CAPITOL SER TR 1.8%
AMZN 1.8%
TPL 1.7%
GOOG 1.7%
TS 1.7%

2026Q2 买入最多 按季末市值估算

VCIT 加仓+$2,696.13万
TS 加仓+$2,667.63万
ERIE 新建仓+$2,184.37万
TPL 加仓+$1,893.49万
CAPITOL SER TR 加仓+$1,770.28万

2026Q2 卖出最多 按季末市值估算

GLD 减仓-$1,492.12万
ORLA MNG LTD NEW 减仓-$1,185.51万
URANIUM RTY CORP 减仓-$1,109.36万
CNR 清仓-$1,095.65万
GLRE 减仓-$1,012.86万

2026Q2 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
MYE MYERS INDS INC $91.54万0.03%25,925 25,925— $91.54万 新建仓
EXC EXELON CORP $90.92万0.03%19,502 5,00734.5% $23.34万 加仓
AON AON PLC $88.46万0.03%2,667 1,14575.2% $37.98万 加仓
— DIMENSIONAL ETF TRUST $88.24万0.03%10,717 -109-1.0% -$8,975 减仓
IVW ISHARES TR $88.12万0.03%6,407 -1,044-14.0% -$14.36万 减仓
D DOMINION ENERGY INC $87.63万0.03%12,833 -30,354-70.3% -$207.28万 减仓
FRO FRONTLINE PLC $86.93万0.03%24,988 24,988— $86.93万 新建仓
SHOP SHOPIFY INC $86.05万0.03%7,536 -1,049-12.2% -$11.98万 减仓
PFF ISHARES TR $85.86万0.03%28,161 18,721198.3% $57.08万 加仓
SGDM SPROTT ETF TRUST $84.87万0.03%13,500 1000.7% $6,287 加仓
IHS IHS HOLDING LIMITED $84.84万0.03%102,958 11,09112.1% $9.14万 加仓
META META PLATFORMS INC 看跌期权 $84.49万0.03%1,500 00.0% — 不变
IBB ISHARES TR $83.95万0.03%4,414 -212-4.6% -$4.03万 减仓
KKR KKR & CO INC $83.42万0.03%9,089 1,51720.0% $13.92万 加仓
T AT&T INC $82.56万0.03%39,886 -1,775-4.3% -$3.67万 减仓
PNC PNC FINL SVCS GROUP INC $82.22万0.03%3,339 -758-18.5% -$18.67万 减仓
HALO HALOZYME THERAPEUTICS INC $82.18万0.03%10,500 -6,047-36.5% -$47.33万 减仓
XLI SELECT SECTOR SPDR TR $81.95万0.02%4,424 -119-2.6% -$2.20万 减仓
OXY OCCIDENTAL PETE CORP $81.26万0.02%16,730 -17,004-50.4% -$82.59万 减仓
SNPS SYNOPSYS INC $79.49万0.02%1,782 -94-5.0% -$4.19万 减仓
WM WASTE MGMT INC DEL $79.31万0.02%3,558 180.5% $4,012 加仓
VZ VERIZON COMMUNICATIONS INC $79.10万0.02%18,681 5663.1% $2.40万 加仓
COP CONOCOPHILLIPS $78.72万0.02%7,572 3364.6% $3.49万 加仓
FCX FREEPORT MCMORAN INC $78.70万0.02%12,514 9548.3% $6.00万 加仓
HON HONEYWELL INTL INC $78.01万0.02%3,484 -3,219-48.0% -$72.07万 减仓
ET ENERGY TRANSFER L P $78.00万0.02%40,792 -2,508-5.8% -$4.80万 减仓
AEP AMERICAN ELEC PWR CO INC $77.64万0.02%5,675 -577-9.2% -$7.89万 减仓
CVS CVS HEALTH CORP $76.80万0.02%7,424 2,08439.0% $21.56万 加仓
MCK MCKESSON CORP $76.54万0.02%1,013 485.0% $3.63万 加仓
CSX CSX CORP $76.10万0.02%16,011 1,84413.0% $8.76万 加仓
PH PARKER-HANNIFIN CORP $76.00万0.02%777 -34-4.2% -$3.33万 减仓
UBSI UNITED BANKSHARES INC WEST V $75.38万0.02%16,448 3,82930.3% $17.55万 加仓
DFUV DIMENSIONAL ETF TRUST $74.28万0.02%13,503 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $74.12万0.02%3,314 53319.2% $11.92万 加仓
APD AIR PRODUCTS AND CHEMICALS I $73.72万0.02%2,514 1948.4% $5.69万 加仓
MUR MURPHY OIL CORP $73.66万0.02%22,622 -76,979-77.3% -$250.64万 减仓
HONA HONEYWELL AEROSPACE INC $73.49万0.02%3,324 3,324— $73.49万 新建仓
PGR PROGRESSIVE CORP $73.29万0.02%3,355 -149-4.3% -$3.25万 减仓
COF CAPITAL ONE FINL CORP $73.22万0.02%3,650 -293-7.4% -$5.88万 减仓
AVLV AMERICAN CENTY ETF TR $72.90万0.02%7,993 3304.3% $3.01万 加仓
ICSH ISHARES TR $72.64万0.02%14,361 -139-1.0% -$7,031 减仓
ICE INTERCONTINENTAL EXCHANGE IN $72.23万0.02%5,867 -721-10.9% -$8.88万 减仓
WMB WILLIAMS COS INC $72.06万0.02%9,694 3373.6% $2.51万 加仓
PEP PEPSICO INC 看跌期权 $71.76万0.02%5,300 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $71.13万0.02%46,922 2350.5% $3,563 加仓
AVUS AMERICAN CENTY ETF TR $69.91万0.02%5,458 2494.8% $3.19万 加仓
IGIB ISHARES TR $69.57万0.02%13,085 5654.5% $3.00万 加仓
NEM NEWMONT CORP $69.27万0.02%7,417 3434.8% $3.20万 加仓
ITW ILLINOIS TOOL WKS INC $68.95万0.02%2,549 -5,146-66.9% -$139.21万 减仓
VYM VANGUARD WHITEHALL FDS $68.65万0.02%4,344 1,78769.9% $28.24万 加仓
AFL AFLAC INC $67.24万0.02%5,735 891.6% $1.04万 加仓
— DIMENSIONAL ETF TRUST $66.19万0.02%9,470 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $65.81万0.02%4,504 66617.4% $9.73万 加仓
DIS DISNEY WALT CO 看跌期权 $65.45万0.02%6,800 00.0% — 不变
SLYV SPDR SERIES TRUST $65.30万0.02%5,985 -887-12.9% -$9.68万 减仓
AEE AMEREN CORP $64.99万0.02%5,749 -18,991-76.8% -$214.67万 减仓
AVEM AMERICAN CENTY ETF TR $64.60万0.02%6,695 510.8% $4,921 加仓
CEG CONSTELLATION ENERGY CORP $64.55万0.02%2,599 -214-7.6% -$5.32万 减仓
DLR DIGITAL RLTY TR INC $63.54万0.02%3,538 1,27756.5% $22.93万 加仓
TR TOOTSIE ROLL INDS INC $62.85万0.02%15,891 -1-0.0% -$40 减仓
VHT VANGUARD WORLD FD $62.76万0.02%2,099 -227-9.8% -$6.79万 减仓
F FORD MTR CO $62.01万0.02%44,609 12,53739.1% $17.43万 加仓
IWV ISHARES TR $61.79万0.02%1,449 00.0% — 不变
UBER UBER TECHNOLOGIES INC $61.61万0.02%8,538 -985-10.3% -$7.11万 减仓
CBRS CEREBRAS SYSTEMS INC $61.57万0.02%2,786 2,786— $61.57万 新建仓
MNST MONSTER BEVERAGE CORP NEW $61.27万0.02%6,374 2504.1% $2.40万 加仓
SLV ISHARES SILVER TR $61.00万0.02%11,408 -909-7.4% -$4.86万 减仓
DELL DELL TECHNOLOGIES INC $60.20万0.02%1,395 17614.4% $7.60万 加仓
COR CENCORA INC $60.11万0.02%2,124 -76-3.5% -$2.15万 减仓
HWM HOWMET AEROSPACE INC $59.93万0.02%2,229 733.4% $1.96万 加仓
CL COLGATE PALMOLIVE CO $59.79万0.02%6,522 3465.6% $3.17万 加仓
QUAL ISHARES TR $59.49万0.02%2,711 2,711— $59.49万 新建仓
BKLN INVESCO EXCH TRADED FD TR II $59.46万0.02%29,191 12,20671.9% $24.86万 重新持有
EMR EMERSON ELEC CO $58.74万0.02%4,103 2767.2% $3.95万 加仓
CHD CHURCH & DWIGHT CO INC $58.72万0.02%6,061 2003.4% $1.94万 加仓
PSX PHILLIPS 66 $58.51万0.02%3,461 310.9% $5,241 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $58.24万0.02%14,719 2,00015.7% $7.91万 加仓
TMUS T-MOBILE US INC $58.02万0.02%3,459 52117.7% $8.74万 加仓
SPGI S&P GLOBAL INC $57.79万0.02%1,419 -192-11.9% -$7.82万 减仓
AXON AXON ENTERPRISE INC $57.74万0.02%1,030 -53-4.9% -$2.97万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $57.44万0.02%5,329 701.3% $7,545 加仓
WELL WELLTOWER INC $57.16万0.02%2,518 -30-1.2% -$6,810 减仓
HCC WARRIOR MET COAL INC $56.81万0.02%7,000 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $56.49万0.02%3,888 792.1% $1.15万 加仓
SPOT SPOTIFY TECHNOLOGY S A $56.38万0.02%1,228 00.0% — 不变
PWR QUANTA SVCS INC $56.31万0.02%782 375.0% $2.66万 加仓
IWD ISHARES TR $56.12万0.02%2,315 522.3% $1.26万 加仓
NOC NORTHROP GRUMMAN CORP $55.18万0.02%1,083 656.4% $3.31万 加仓
TGT TARGET CORP $54.64万0.02%4,184 -783-15.8% -$10.23万 减仓
ED CONSOLIDATED EDISON INC $54.56万0.02%4,932 3006.5% $3.32万 加仓
ROST ROSS STORES INC $54.49万0.02%2,560 48123.1% $10.24万 加仓
WEC WEC ENERGY GROUP INC $54.30万0.02%4,650 89023.7% $10.39万 加仓
FNDA SCHWAB STRATEGIC TR $54.05万0.02%14,201 860.6% $3,273 加仓
NUE NUCOR CORP $53.69万0.02%2,410 -65-2.6% -$1.45万 减仓
GDX VANECK ETF TRUST $52.02万0.02%6,894 1,78635.0% $13.48万 加仓
NSC NORFOLK SOUTHN CORP $51.97万0.02%1,652 21915.3% $6.89万 加仓
EXE EXPAND ENERGY CORPORATION $50.50万0.02%5,538 -2,598-31.9% -$23.69万 减仓
EOG EOG RES INC $50.31万0.02%3,878 -3,551-47.8% -$46.07万 减仓
XEL XCEL ENERGY INC $50.12万0.02%6,242 -2-0.0% -$161 减仓
VRT VERTIV HOLDINGS CO $50.06万0.02%1,495 1,495— $50.06万 新建仓