CSM Advisors, LLC
WARRENDALE PA · SEC CIK 0001863523
$40.70亿2026Q1 申报市值
407持仓数
21.3%前十大占比 · 第一大 3.0%
51 / 42新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$8,600.60万
NVDA 加仓+$8,442.58万
MSFT 加仓+$5,811.33万
AMZN 加仓+$4,651.22万
GOOGL 加仓+$4,418.80万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$5,682.06万
QQQ 减仓-$2,277.97万
TMUS 减仓-$2,221.65万
CF 减仓-$2,114.19万
GOOG 减仓-$2,093.74万
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 |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP | $0 | 0.00% | 0 | -925,035 | -100.0% | -$1,326.80万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -147,300 | -100.0% | -$1,263.40万 | 清仓 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -175,415 | -100.0% | -$750.50万 | 清仓 |
| VPG | VISHAY PRECISION GR | $0 | 0.00% | 0 | -184,690 | -100.0% | -$711.10万 | 清仓 |
| PK | PARK HOTELS RESORTS | $0 | 0.00% | 0 | -615,286 | -100.0% | -$643.50万 | 清仓 |
| HDEF | DBX ETF TR | $0 | 0.00% | 0 | -185,973 | -100.0% | -$576.20万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -89,341 | -100.0% | -$543.30万 | 清仓 |
| TTI | TETRA TECHNOLOGIES | $0 | 0.00% | 0 | -579,100 | -100.0% | -$542.40万 | 清仓 |
| — | NEW GOLD INC | $0 | 0.00% | 0 | -564,731 | -100.0% | -$491.80万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -166,827 | -100.0% | -$481.80万 | 清仓 |
| FG | F&G ANNUITIES & LIFE | $0 | 0.00% | 0 | -144,764 | -100.0% | -$446.60万 | 清仓 |
| CXW | CORECIVIC INC | $0 | 0.00% | 0 | -226,051 | -100.0% | -$432.10万 | 清仓 |
| EEFT | EURONET WORLDWIDE | $0 | 0.00% | 0 | -50,727 | -100.0% | -$386.20万 | 清仓 |
| — | SIGA TECHNOLOGIES | $0 | 0.00% | 0 | -627,870 | -100.0% | -$383.50万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | -71,237 | -100.0% | -$378.10万 | 清仓 |
| NATR | NATURE SUNSHINE PROD | $0 | 0.00% | 0 | -146,757 | -100.0% | -$316.70万 | 清仓 |
| TDG | TRANSDIGM GROUP | $0 | 0.00% | 0 | -1,929 | -100.0% | -$256.80万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGHC | SUPER GROUP (SGHC) | $0 | 0.00% | 0 | -186,742 | -100.0% | -$222.90万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS | $0 | 0.00% | 0 | -49,687 | -100.0% | -$210.90万 | 清仓 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -163,481 | -100.0% | -$192.80万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -8,328 | -100.0% | -$186.30万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -3,170 | -100.0% | -$180.30万 | 清仓 |
| AZN | ASTRAZENECA | $0 | 0.00% | 0 | -9,068 | -100.0% | -$166.90万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE | $0 | 0.00% | 0 | -6,374 | -100.0% | -$163.40万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -6,799 | -100.0% | -$149.30万 | 清仓 |
| — | CYBERARK SOFTWARE | $0 | 0.00% | 0 | -3,227 | -100.0% | -$143.80万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -6,051 | -100.0% | -$139.30万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH | $0 | 0.00% | 0 | -34,456 | -100.0% | -$128.90万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -2,326 | -100.0% | -$108.20万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -7,638 | -100.0% | -$104.10万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -4,465 | -100.0% | -$100.20万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -12,161 | -100.0% | -$83.20万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -8,354 | -100.0% | -$67.60万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -27,350 | -100.0% | -$65.90万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE | $0 | 0.00% | 0 | -3,530 | -100.0% | -$65.50万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -3,062 | -100.0% | -$62.40万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -7,374 | -100.0% | -$53.00万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -2,065 | -100.0% | -$50.30万 | 清仓 |
| TSEM | TOWER SEMICONDUCTO | $0 | 0.00% | 0 | -3,199 | -100.0% | -$37.50万 | 清仓 |
| VSH | VISHAY INTERTECH | $0 | 0.00% | 0 | -23,609 | -100.0% | -$34.20万 | 清仓 |
| A | AGILENT TECHN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | WALT DISNEY CO | $0 | 0.00% | 0 | -2,159 | -100.0% | -$24.60万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIE | $0 | 0.00% | 0 | -14,125 | -100.0% | -$22.70万 | 清仓 |
| NXPI | NXP SEMICONDUCTR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MHO | M/I HOMES INC | $20.40万 | 0.01% | 1,666 | 1,666 | — | $20.40万 | 新建仓 |
| NET | CLOUDFLARE INC | $21.10万 | 0.01% | 1,023 | -9,562 | -90.3% | -$197.22万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $21.10万 | 0.01% | 2,666 | 2,666 | — | $21.10万 | 新建仓 |
| CLS | CELESTICA INC | $21.60万 | 0.01% | 767 | -6,126 | -88.9% | -$172.52万 | 减仓 |
| BWA | BORG WARNER INC | $22.00万 | 0.01% | 4,050 | -26,504 | -86.7% | -$143.97万 | 重新持有 |
| — | GOLDMAN SACHS TR | $22.80万 | 0.01% | 7,287 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA | $23.70万 | 0.01% | 15,829 | 15,829 | — | $23.70万 | 新建仓 |
| DKS | DICKS SPORTING GOODS | $24.10万 | 0.01% | 1,215 | -6,039 | -83.3% | -$119.79万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $25.00万 | 0.01% | 5,520 | -31,785 | -85.2% | -$143.95万 | 减仓 |
| VEU | VANGUARD INTL EQUITY | $25.20万 | 0.01% | 3,350 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL | $26.50万 | 0.01% | 1,600 | -124 | -7.2% | -$2.05万 | 减仓 |
| WMG | WARNER MUSIC GROUP | $27.10万 | 0.01% | 10,596 | 10,596 | — | $27.10万 | 新建仓 |
| — | CHART INDS INC | $27.50万 | 0.01% | 1,330 | -115 | -8.0% | -$2.38万 | 减仓 |
| — | EQUUS INVEST | $27.70万 | 0.01% | 276,653 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INCORPRTD | $27.70万 | 0.01% | 2,459 | 203 | 9.0% | $2.29万 | 加仓 |
| ECL | ECOLAB INC | $28.20万 | 0.01% | 1,058 | -10,916 | -91.2% | -$290.96万 | 减仓 |
| DOW | DOW INC | $29.50万 | 0.01% | 7,080 | 7,080 | — | $29.50万 | 新建仓 |
| BMY | BRISTOL MYERS SQUIBB | $29.90万 | 0.01% | 4,925 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $31.40万 | 0.01% | 1,390 | -124 | -8.2% | -$2.80万 | 减仓 |
| VFC | V F CORP | $32.10万 | 0.01% | 18,862 | -15,923 | -45.8% | -$27.10万 | 减仓 |
| VONV | VANGUARD SCOTTSDAL | $33.00万 | 0.01% | 3,525 | 3,525 | — | $33.00万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH | $33.20万 | 0.01% | 3,635 | -486 | -11.8% | -$4.44万 | 减仓 |
| RRX | REGAL REXNORD CORP | $33.90万 | 0.01% | 1,811 | 148 | 8.9% | $2.77万 | 加仓 |
| VSS | VANGUARD INTL EQUITY | $34.30万 | 0.01% | 2,350 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $34.60万 | 0.01% | 985 | -69 | -6.5% | -$2.42万 | 减仓 |
| TMUS | T-MOBILE US INC | $35.70万 | 0.01% | 1,700 | -105,793 | -98.4% | -$2,221.65万 | 减仓 |
| HD | HOME DEPOT INC | $36.20万 | 0.01% | 1,100 | 30 | 2.8% | $9,873 | 加仓 |
| WOR | WORTHINGTON ENTERPRI | $37.00万 | 0.01% | 7,101 | 7,101 | — | $37.00万 | 新建仓 |
| EMR | EMERSON ELEC CO | $37.30万 | 0.01% | 2,850 | 0 | 0.0% | — | 不变 |
| — | HARRIS ASSOC INVT TR | $38.30万 | 0.01% | 15,801 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS | $39.90万 | 0.01% | 24,465 | -288,785 | -92.2% | -$470.98万 | 减仓 |
| MAT | MATTEL INC | $40.60万 | 0.01% | 27,963 | -9,310 | -25.0% | -$13.52万 | 减仓 |
| — | PRUDENTIAL WORLD FD | $42.90万 | 0.01% | 12,605 | -44,186 | -77.8% | -$150.38万 | 减仓 |
| SIMO | SILICON MOTION TECH | $44.30万 | 0.01% | 3,961 | -23 | -0.6% | -$2,572 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $45.30万 | 0.01% | 7,715 | -680 | -8.1% | -$3.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.40万 | 0.01% | 1,500 | -130 | -8.0% | -$3.93万 | 减仓 |
| DOX | AMDOCS LTD | $46.00万 | 0.01% | 7,055 | 0 | 0.0% | — | 不变 |
| — | INTERNATIONAL GRW & | $46.00万 | 0.01% | 10,165 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORPORATION | $48.10万 | 0.01% | 7,928 | -66 | -0.8% | -$4,004 | 减仓 |
| PRU | PRUDENTIAL FINL | $51.10万 | 0.01% | 5,230 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $51.50万 | 0.01% | 4,657 | 2,736 | 142.4% | $30.26万 | 加仓 |
| OII | OCEANEERING INTL INC | $51.80万 | 0.01% | 14,613 | 215 | 1.5% | $7,621 | 加仓 |
| — | VIRTUS OPPORTUNITIES | $54.20万 | 0.01% | 28,106 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES | $55.10万 | 0.01% | 4,300 | -2,500 | -36.8% | -$32.03万 | 减仓 |
| GEN | GEN DIGITAL INC | $57.90万 | 0.01% | 30,706 | 5,472 | 21.7% | $10.32万 | 加仓 |
| FFBC | FIRST FINL BANCORP | $59.00万 | 0.01% | 21,116 | 21,116 | — | $59.00万 | 新建仓 |
| CON | CONCENTRA GRP HLDGS | $60.70万 | 0.01% | 28,299 | 10,896 | 62.6% | $23.37万 | 加仓 |
| HUM | HUMANA INC | $61.90万 | 0.02% | 3,565 | -176 | -4.7% | -$3.06万 | 减仓 |
| — | JANUS HENDERSON PLC | $66.00万 | 0.02% | 12,852 | 5,349 | 71.3% | $27.47万 | 加仓 |
| COR | CENCORA INC | $66.30万 | 0.02% | 2,109 | -167 | -7.3% | -$5.25万 | 减仓 |
| — | COTERRA ENERGY INC | $66.60万 | 0.02% | 18,971 | 5,833 | 44.4% | $20.48万 | 加仓 |
| NWE | NORTHWESTERN ENERGY | $69.20万 | 0.02% | 10,501 | -88 | -0.8% | -$5,799 | 减仓 |
| — | ROWE T PRICE INTL FD | $70.80万 | 0.02% | 15,496 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES | $72.10万 | 0.02% | 12,700 | 5,400 | 74.0% | $30.66万 | 加仓 |
| ZBH | ZIMMER BIOMET HLDS | $73.00万 | 0.02% | 8,078 | 595 | 8.0% | $5.38万 | 加仓 |