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 |
|---|---|---|---|---|---|---|---|---|
| OC | OWENS CORNING | $74.00万 | 0.02% | 6,842 | 3,204 | 88.1% | $34.65万 | 加仓 |
| DHT | DHT HOLDINGS INC | $77.00万 | 0.02% | 42,151 | -20,108 | -32.3% | -$36.73万 | 减仓 |
| IWM | ISHARES | $79.40万 | 0.02% | 3,200 | -229,000 | -98.6% | -$5,682.06万 | 减仓 |
| — | GOLDMAN SACHS TR | $80.20万 | 0.02% | 48,161 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINANCIAL INC | $82.70万 | 0.02% | 18,808 | -7,073 | -27.3% | -$31.10万 | 减仓 |
| FTI | TECHNIPFMC PLC | $85.00万 | 0.02% | 12,299 | -5,600 | -31.3% | -$38.70万 | 减仓 |
| RSP | INVESCO EXCHANGETRAD | $85.40万 | 0.02% | 4,450 | 0 | 0.0% | — | 不变 |
| — | EUROPACIFIC GROWTH F | $86.40万 | 0.02% | 14,734 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RESOURCES CORP | $87.60万 | 0.02% | 19,391 | -730 | -3.6% | -$3.30万 | 减仓 |
| CCK | CROWN HOLDINGS INC | $88.00万 | 0.02% | 8,773 | 736 | 9.2% | $7.38万 | 加仓 |
| VTRS | VIATRIS INC | $91.50万 | 0.02% | 67,730 | -11,794 | -14.8% | -$15.93万 | 减仓 |
| VNT | VONTIER CORPORATION | $92.90万 | 0.02% | 26,195 | 2,265 | 9.5% | $8.03万 | 加仓 |
| TGT | TARGET CORPORATION | $93.30万 | 0.02% | 7,706 | -7,610 | -49.7% | -$92.14万 | 减仓 |
| FLR | FLUOR CORPORATION | $93.30万 | 0.02% | 19,996 | 1,186 | 6.3% | $5.53万 | 加仓 |
| JAZZ | JAZZ PHARMA PLC | $93.90万 | 0.02% | 4,969 | 306 | 6.6% | $5.78万 | 加仓 |
| EME | EMCOR GROUP INC | $94.40万 | 0.02% | 1,278 | 72 | 6.0% | $5.32万 | 加仓 |
| AMG | AFFILIATED MANAGE GR | $95.00万 | 0.02% | 3,436 | 249 | 7.8% | $6.88万 | 加仓 |
| BIIB | BIOGEN INC | $97.40万 | 0.02% | 5,308 | -173 | -3.2% | -$3.17万 | 减仓 |
| PEG | PUBLIC SVC ENTERPR | $97.50万 | 0.02% | 12,062 | -572 | -4.5% | -$4.62万 | 减仓 |
| PLUS | EPLUS INC | $100.20万 | 0.02% | 13,325 | 1,067 | 8.7% | $8.02万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH | $106.10万 | 0.03% | 44,343 | -1,337 | -2.9% | -$3.20万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $107.30万 | 0.03% | 20,336 | 1,107 | 5.8% | $5.84万 | 加仓 |
| SYY | SYSCO CORP | $113.80万 | 0.03% | 15,985 | -6,420 | -28.7% | -$45.71万 | 减仓 |
| — | NORTH SQ INVSTMNTS T | $115.30万 | 0.03% | 116,855 | 1,184 | 1.0% | $1.17万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $117.00万 | 0.03% | 44,141 | 1,711 | 4.0% | $4.54万 | 加仓 |
| UHS | UNIVERSAL HEALTH SVC | $124.60万 | 0.03% | 6,968 | 911 | 15.0% | $16.29万 | 加仓 |
| CRM | SALESFORCE INC | $133.70万 | 0.03% | 7,161 | -280 | -3.8% | -$5.23万 | 减仓 |
| MRK | MERCK & CO INC | $133.90万 | 0.03% | 11,143 | -637 | -5.4% | -$7.65万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $140.80万 | 0.03% | 11,068 | -424 | -3.7% | -$5.39万 | 减仓 |
| ABT | ABBOTT LABS | $144.30万 | 0.04% | 14,057 | -589 | -4.0% | -$6.05万 | 减仓 |
| SPGP | INVESCO EXCHANGETRAD | $145.30万 | 0.04% | 13,500 | -1,700 | -11.2% | -$18.30万 | 减仓 |
| DOV | DOVER CORP | $147.20万 | 0.04% | 7,060 | -270 | -3.7% | -$5.63万 | 减仓 |
| — | DUNHAM FDS | $147.90万 | 0.04% | 63,593 | 63,593 | — | $147.90万 | 新建仓 |
| SPSM | SPDR SER TR | $148.00万 | 0.04% | 30,642 | -4,200 | -12.1% | -$20.29万 | 减仓 |
| COF | CAPITAL ONE FINL CO | $156.90万 | 0.04% | 8,595 | -408 | -4.5% | -$7.45万 | 减仓 |
| EFA | ISHARES | $160.30万 | 0.04% | 16,500 | 1,600 | 10.7% | $15.54万 | 加仓 |
| GLPI | GAMING&LEISURE PPTYS | $165.10万 | 0.04% | 37,174 | -1,521 | -3.9% | -$6.76万 | 减仓 |
| — | ATLAS COPCO AB | $167.40万 | 0.04% | 100,000 | 100,000 | — | $167.40万 | 新建仓 |
| T | AT&T INC | $168.50万 | 0.04% | 58,135 | 7,550 | 14.9% | $21.88万 | 加仓 |
| FNLC | FIRST BANCORP ME | $184.90万 | 0.05% | 65,955 | -390 | -0.6% | -$1.09万 | 减仓 |
| CB | CHUBB LIMITED | $185.40万 | 0.05% | 5,690 | -197 | -3.3% | -$6.42万 | 减仓 |
| APOG | APOGEE ENTERPRISES | $186.00万 | 0.05% | 55,452 | 4,924 | 9.7% | $16.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $188.80万 | 0.05% | 23,730 | 2,251 | 10.5% | $17.91万 | 加仓 |
| NVS | NOVARTIS AG | $190.60万 | 0.05% | 12,475 | -372 | -2.9% | -$5.68万 | 减仓 |
| INVX | INNOVEX INTERNATIONA | $196.20万 | 0.05% | 80,479 | 80,479 | — | $196.20万 | 新建仓 |
| SHOE | SHOE CARNIVAL INC | $197.30万 | 0.05% | 126,640 | -420 | -0.3% | -$6,543 | 减仓 |
| PEGA | PEGASYSTEMS INC | $200.50万 | 0.05% | 47,107 | -32,921 | -41.1% | -$140.12万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTY | $202.00万 | 0.05% | 40,294 | 3,576 | 9.7% | $17.93万 | 加仓 |
| MNST | MONSTER BEVERAGE CRP | $202.40万 | 0.05% | 27,957 | 27,957 | — | $202.40万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $211.70万 | 0.05% | 81,241 | -3,518 | -4.2% | -$9.17万 | 减仓 |
| — | ATKORE INC | $213.40万 | 0.05% | 36,229 | 3,217 | 9.7% | $18.95万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS | $217.60万 | 0.05% | 28,314 | 28,314 | — | $217.60万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES | $226.20万 | 0.06% | 67,124 | -56,522 | -45.7% | -$190.47万 | 减仓 |
| — | SPOK HLDGS INC | $232.30万 | 0.06% | 213,130 | -49,815 | -18.9% | -$54.30万 | 减仓 |
| SPEM | ETF S&P EMRG MKTS | $248.20万 | 0.06% | 52,916 | -5,800 | -9.9% | -$27.20万 | 减仓 |
| — | BEAZER HOMES USA | $255.10万 | 0.06% | 132,540 | 58,630 | 79.3% | $112.85万 | 加仓 |
| — | INOGEN INC | $255.70万 | 0.06% | 413,880 | -2,120 | -0.5% | -$1.31万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $257.20万 | 0.06% | 9,349 | 9,349 | — | $257.20万 | 新建仓 |
| CLMB | CLIMB GLOBAL SOLUTIO | $260.60万 | 0.06% | 131,520 | -940 | -0.7% | -$1.86万 | 减仓 |
| FRBA | FIRST BANK WILLIAMS | $260.70万 | 0.06% | 162,980 | 28,975 | 21.6% | $46.35万 | 加仓 |
| BN | BROOKFIELD CORP | $263.10万 | 0.06% | 65,000 | 65,000 | — | $263.10万 | 新建仓 |
| EVER | EVERQUOTE INC | $272.00万 | 0.07% | 176,395 | -695 | -0.4% | -$1.07万 | 减仓 |
| IMAX | IMAX CORP | $274.50万 | 0.07% | 72,225 | -355 | -0.5% | -$1.35万 | 减仓 |
| BHB | BAR HBR BANKSHARES | $279.50万 | 0.07% | 86,100 | -760 | -0.9% | -$2.47万 | 减仓 |
| SYK | STRYKER CORP | $285.50万 | 0.07% | 8,682 | 1,812 | 26.4% | $59.59万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY | $287.50万 | 0.07% | 5,928 | 2,823 | 90.9% | $136.91万 | 加仓 |
| P | EVERPURE INC | $295.20万 | 0.07% | 50,000 | 50,000 | — | $295.20万 | 新建仓 |
| HLT | HILTON WRLDWDE HLDGS | $300.20万 | 0.07% | 9,861 | 9,861 | — | $300.20万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $301.40万 | 0.07% | 13,053 | -1,476 | -10.2% | -$34.08万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $306.00万 | 0.08% | 178,080 | -1,080 | -0.6% | -$1.86万 | 减仓 |
| PWR | QUANTA SVCS INC | $308.50万 | 0.08% | 5,622 | 1,650 | 41.5% | $90.54万 | 加仓 |
| — | NORTH SQUARE INVESTM | $308.80万 | 0.08% | 352,480 | 129,526 | 58.1% | $113.47万 | 加仓 |
| KMPR | KEMPER CORPORATION | $311.70万 | 0.08% | 101,999 | 9,058 | 9.7% | $27.68万 | 加仓 |
| TDC | TERADATA CORP | $318.00万 | 0.08% | 124,085 | 124,085 | — | $318.00万 | 新建仓 |
| BWB | BRIDGEWATER BANCSHAR | $319.50万 | 0.08% | 180,620 | -745 | -0.4% | -$1.32万 | 减仓 |
| APP | APPLOVIN CORPORATION | $319.80万 | 0.08% | 8,026 | 4,379 | 120.1% | $174.48万 | 加仓 |
| AVNW | AVIAT NETWORKS INC | $323.20万 | 0.08% | 142,955 | 142,955 | — | $323.20万 | 新建仓 |
| MAR | MARRIOTT INTL INC | $324.90万 | 0.08% | 9,935 | 2,635 | 36.1% | $86.17万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $327.80万 | 0.08% | 34,879 | 34,879 | — | $327.80万 | 新建仓 |
| NHC | NATL HEALTHCARE CP | $328.40万 | 0.08% | 20,565 | -120 | -0.6% | -$1.92万 | 减仓 |
| CHRD | CHORD ENERGY CORP | $331.40万 | 0.08% | 23,307 | 23,307 | — | $331.40万 | 新建仓 |
| MTW | MANITOWOC INC | $331.90万 | 0.08% | 284,820 | 36,090 | 14.5% | $42.06万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC | $331.90万 | 0.08% | 13,237 | 7,146 | 117.3% | $179.18万 | 加仓 |
| ACCO | ACCO BRANDS CORP | $334.30万 | 0.08% | 1,114,526 | -4,065 | -0.4% | -$1.22万 | 减仓 |
| YOU | CLEAR SECURE INC. | $335.70万 | 0.08% | 69,339 | -16,337 | -19.1% | -$79.09万 | 减仓 |
| THFF | FIRST FINL CORP | $337.60万 | 0.08% | 53,410 | -340 | -0.6% | -$2.15万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE I | $340.00万 | 0.08% | 36,885 | 16,500 | 80.9% | $152.09万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $340.10万 | 0.08% | 14,755 | 14,755 | — | $340.10万 | 新建仓 |
| WSBF | WATERSTONE FINANCIAL | $342.80万 | 0.08% | 190,125 | -1,170 | -0.6% | -$2.11万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR | $344.30万 | 0.08% | 519,172 | 46,094 | 9.7% | $30.57万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SR | $345.70万 | 0.08% | 91,770 | -24,325 | -21.0% | -$91.63万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDIN | $345.90万 | 0.08% | 8,853 | 4,305 | 94.7% | $168.20万 | 加仓 |
| TT | TRANE TECHNOLOGI PLC | $347.70万 | 0.09% | 8,345 | 8,345 | — | $347.70万 | 新建仓 |
| NGVC | NATURAL GROCERS BY | $349.40万 | 0.09% | 135,154 | 34,550 | 34.3% | $89.32万 | 加仓 |
| ASC | ARDMORE SHIPPING C | $351.40万 | 0.09% | 230,441 | -9,608 | -4.0% | -$14.65万 | 减仓 |
| HOS | HELIX ENRGY SOLNS | $354.60万 | 0.09% | 358,475 | -1,840 | -0.5% | -$1.82万 | 减仓 |
| AAT | AMERICAN ASSETS TR | $355.40万 | 0.09% | 193,026 | 193,026 | — | $355.40万 | 新建仓 |
| UFCS | UNITED FIRE GROUP | $359.20万 | 0.09% | 96,935 | -500 | -0.5% | -$1.85万 | 减仓 |
| OSPN | ONESPAN INC | $359.40万 | 0.09% | 341,330 | 42,010 | 14.0% | $44.23万 | 加仓 |
| GOLD | GOLD.COM INC | $362.60万 | 0.09% | 90,418 | -5,591 | -5.8% | -$22.42万 | 减仓 |