CSM Advisors, LLC
WARRENDALE PA · SEC CIK 0001863523
$46.83亿2026Q2 申报市值
406持仓数
24.3%前十大占比 · 第一大 4.3%
46 / 50新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$6,216.09万
IWM 加仓+$5,324.66万
AMZN 加仓+$5,102.88万
XLV 新建仓+$3,205.60万
ELV 新建仓+$2,586.40万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$8,300.94万
MSFT 减仓-$4,409.84万
NORTH SQ INVSTMN 清仓-$4,255.30万
CSCO 减仓-$4,110.81万
QCOM 减仓-$3,576.57万
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 |
|---|---|---|---|---|---|---|---|---|
| GEN | GEN DIGITAL INC | $78.50万 | 0.02% | 31,548 | 842 | 2.7% | $2.10万 | 加仓 |
| VNT | VONTIER CORPORATION | $79.20万 | 0.02% | 27,276 | 1,081 | 4.1% | $3.14万 | 加仓 |
| CCK | CROWN HOLDINGS INC | $83.60万 | 0.02% | 7,476 | -1,297 | -14.8% | -$14.50万 | 减仓 |
| FTI | TECHNIPFMC PLC | $84.00万 | 0.02% | 12,660 | 361 | 2.9% | $2.40万 | 加仓 |
| EME | EMCOR GROUP INC | $84.50万 | 0.02% | 1,018 | -260 | -20.3% | -$21.58万 | 减仓 |
| VTRS | VIATRIS INC | $87.40万 | 0.02% | 55,021 | -12,709 | -18.8% | -$20.19万 | 减仓 |
| WOR | WORTHINGTON ENTERPRI | $89.20万 | 0.02% | 16,597 | 9,496 | 133.7% | $51.04万 | 加仓 |
| ICLR | ICON PLC | $90.10万 | 0.02% | 5,188 | 531 | 11.4% | $9.22万 | 加仓 |
| TGT | TARGET CORPORATION | $91.60万 | 0.02% | 7,029 | -677 | -8.8% | -$8.82万 | 减仓 |
| RSP | INVESCO EXCHANGETRAD | $94.70万 | 0.02% | 4,450 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINANCIAL INC | $95.30万 | 0.02% | 16,006 | -2,802 | -14.9% | -$16.68万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH | $97.80万 | 0.02% | 39,739 | -4,604 | -10.4% | -$11.33万 | 减仓 |
| OII | OCEANEERING INTL INC | $99.20万 | 0.02% | 24,462 | 9,849 | 67.4% | $39.94万 | 加仓 |
| EEM | ISHARES | $102.60万 | 0.02% | 15,000 | 2,300 | 18.1% | $15.73万 | 加仓 |
| BIIB | BIOGEN INC | $104.00万 | 0.02% | 4,815 | -493 | -9.3% | -$10.65万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $106.20万 | 0.02% | 20,483 | 147 | 0.7% | $7,622 | 加仓 |
| UHS | UNIVERSAL HEALTH SVC | $108.50万 | 0.02% | 7,293 | 325 | 4.7% | $4.84万 | 加仓 |
| T | AT&T INC | $109.60万 | 0.02% | 52,860 | -5,275 | -9.1% | -$10.94万 | 减仓 |
| JAZZ | JAZZ PHARMA PLC | $110.00万 | 0.02% | 4,568 | -401 | -8.1% | -$9.66万 | 减仓 |
| OC | OWENS CORNING | $112.60万 | 0.02% | 7,086 | 244 | 3.6% | $3.88万 | 加仓 |
| AWR | AMERICAN STS WTR CO | $112.60万 | 0.02% | 13,613 | 13,613 | — | $112.60万 | 新建仓 |
| BANR | BANNER CORPORATION | $112.80万 | 0.02% | 16,967 | 9,039 | 114.0% | $60.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $117.40万 | 0.03% | 9,282 | -21,980 | -70.3% | -$278.01万 | 减仓 |
| ABT | ABBOTT LABS | $117.40万 | 0.03% | 12,943 | -1,114 | -7.9% | -$10.10万 | 减仓 |
| CVSA | COVISTA INC | $120.50万 | 0.03% | 9,657 | 9,657 | — | $120.50万 | 新建仓 |
| SYY | SYSCO CORP | $121.50万 | 0.03% | 14,536 | -1,449 | -9.1% | -$12.11万 | 减仓 |
| NWE | NORTHWESTERN ENERGY | $122.50万 | 0.03% | 17,122 | 6,621 | 63.1% | $47.37万 | 加仓 |
| HUM | HUMANA INC | $126.50万 | 0.03% | 3,184 | -381 | -10.7% | -$15.14万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $127.60万 | 0.03% | 10,133 | -935 | -8.4% | -$11.77万 | 减仓 |
| AMG | AFFILIATED MANAGE GR | $128.80万 | 0.03% | 3,805 | 369 | 10.7% | $12.49万 | 加仓 |
| MRK | MERCK & CO INC | $130.80万 | 0.03% | 10,162 | -981 | -8.8% | -$12.63万 | 减仓 |
| BWIN | THE BALDWIN INSURANC | $136.50万 | 0.03% | 51,388 | 51,388 | — | $136.50万 | 新建仓 |
| DOV | DOVER CORP | $141.70万 | 0.03% | 6,317 | -743 | -10.5% | -$16.67万 | 减仓 |
| CON | CONCENTRA GRP HLDGS | $142.60万 | 0.03% | 47,951 | 19,652 | 69.4% | $58.44万 | 加仓 |
| GLPI | GAMING&LEISURE PPTYS | $151.60万 | 0.03% | 34,011 | -3,163 | -8.5% | -$14.10万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $151.90万 | 0.03% | 50,685 | 3,578 | 7.6% | $10.72万 | 加仓 |
| CYTK | CYTOKINETICS INC | $154.20万 | 0.03% | 18,086 | 18,086 | — | $154.20万 | 新建仓 |
| COF | CAPITAL ONE FINL CO | $156.40万 | 0.03% | 7,784 | -811 | -9.4% | -$16.30万 | 减仓 |
| SPGP | INVESCO EXCHANGETRAD | $165.10万 | 0.04% | 13,500 | 0 | 0.0% | — | 不变 |
| ASC | ARDMORE SHIPPING C | $167.90万 | 0.04% | 119,800 | -110,641 | -48.0% | -$155.06万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $171.60万 | 0.04% | 67,622 | 67,622 | — | $171.60万 | 新建仓 |
| NVS | NOVARTIS AG | $174.90万 | 0.04% | 11,160 | -1,315 | -10.5% | -$20.61万 | 减仓 |
| SPSM | SPDR SER TR | $176.70万 | 0.04% | 30,642 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $176.80万 | 0.04% | 5,189 | -501 | -8.8% | -$17.07万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $178.20万 | 0.04% | 54,432 | 10,291 | 23.3% | $33.69万 | 加仓 |
| WFC | WELLS FARGO & CO | $179.40万 | 0.04% | 21,712 | -2,018 | -8.5% | -$16.67万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX | $186.70万 | 0.04% | 190,194 | 190,194 | — | $186.70万 | 新建仓 |
| INVX | INNOVEX INTERNATIONA | $192.80万 | 0.04% | 77,720 | -2,759 | -3.4% | -$6.84万 | 减仓 |
| PLUS | EPLUS INC | $195.10万 | 0.04% | 23,424 | 10,099 | 75.8% | $84.12万 | 加仓 |
| QCOM | QUALCOMM INC | $199.00万 | 0.04% | 10,773 | -193,620 | -94.7% | -$3,576.57万 | 减仓 |
| UBSI | UNTD BKSH INC WEST V | $202.30万 | 0.04% | 44,155 | 44,155 | — | $202.30万 | 新建仓 |
| EFA | ISHARES | $209.80万 | 0.04% | 20,200 | 3,700 | 22.4% | $38.43万 | 加仓 |
| ADI | ANALOG DEVICES INC | $214.20万 | 0.05% | 5,395 | 5,395 | — | $214.20万 | 新建仓 |
| — | SPOK HLDGS INC | $217.90万 | 0.05% | 212,910 | -220 | -0.1% | -$2,252 | 减仓 |
| YOU | CLEAR SECURE INC. | $218.40万 | 0.05% | 39,189 | -30,150 | -43.5% | -$168.03万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES | $224.10万 | 0.05% | 72,034 | 4,910 | 7.3% | $15.28万 | 加仓 |
| FNLC | FIRST BANCORP ME | $229.70万 | 0.05% | 65,890 | -65 | -0.1% | -$2,266 | 减仓 |
| BSX | BOSTON SCIENTIFIC | $254.30万 | 0.05% | 59,629 | -9 | -0.0% | -$384 | 减仓 |
| NBR | NABORS INDUSTRIES LT | $256.80万 | 0.05% | 30,574 | 30,574 | — | $256.80万 | 新建仓 |
| SHOE | SHOE STATION GROUP | $258.40万 | 0.06% | 174,220 | 47,580 | 37.6% | $70.57万 | 加仓 |
| CHRD | CHORD ENERGY CORP | $260.20万 | 0.06% | 22,767 | -540 | -2.3% | -$6.17万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $264.70万 | 0.06% | 11,077 | -9,937 | -47.3% | -$237.46万 | 减仓 |
| HLF | HERBALIFE LTD | $265.80万 | 0.06% | 202,290 | 202,290 | — | $265.80万 | 新建仓 |
| — | INOGEN INC | $266.60万 | 0.06% | 413,425 | -455 | -0.1% | -$2,934 | 减仓 |
| MNST | MONSTER BEVERAGE CRP | $268.30万 | 0.06% | 27,953 | -4 | -0.0% | -$384 | 减仓 |
| APOG | APOGEE ENTERPRISES | $272.20万 | 0.06% | 59,514 | 4,062 | 7.3% | $18.58万 | 加仓 |
| SPEM | ETF S&P EMRG MKTS | $274.00万 | 0.06% | 52,916 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $276.80万 | 0.06% | 65,000 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $277.10万 | 0.06% | 666,656 | -447,870 | -40.2% | -$186.16万 | 减仓 |
| ONB | OLD NATL BANCP IND | $282.60万 | 0.06% | 109,159 | 109,159 | — | $282.60万 | 新建仓 |
| BE | BLOOM ENERGY CORPOR | $287.50万 | 0.06% | 9,506 | 9,506 | — | $287.50万 | 新建仓 |
| ETN | EATON CORPORATION | $290.30万 | 0.06% | 6,810 | 6,810 | — | $290.30万 | 新建仓 |
| — | AMPLIFY ENERGY CORP | $294.20万 | 0.06% | 738,620 | -11,300 | -1.5% | -$4.50万 | 减仓 |
| — | ATKORE INC | $295.60万 | 0.06% | 38,880 | 2,651 | 7.3% | $20.16万 | 加仓 |
| VRTX | VERTEX PHARMA | $303.90万 | 0.06% | 6,133 | -4,705 | -43.4% | -$233.14万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $304.60万 | 0.07% | 11,896 | -1,157 | -8.9% | -$29.63万 | 减仓 |
| CDNS | CADENCE DESIGN SYS | $309.80万 | 0.07% | 8,246 | -8,524 | -50.8% | -$320.24万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SR | $309.90万 | 0.07% | 74,005 | -17,765 | -19.4% | -$74.39万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTY | $313.90万 | 0.07% | 50,632 | 10,338 | 25.7% | $64.09万 | 加仓 |
| BHB | BAR HBR BANKSHARES | $324.70万 | 0.07% | 86,010 | -90 | -0.1% | -$3,398 | 减仓 |
| MHO | M/I HOMES INC | $326.50万 | 0.07% | 20,307 | 18,641 | 1,118.9% | $299.71万 | 加仓 |
| VBR | VANGUARD INDEX TR | $327.70万 | 0.07% | 13,484 | -10,116 | -42.9% | -$245.85万 | 减仓 |
| WPM | WHEATON PRECIOUS MTL | $337.00万 | 0.07% | 30,000 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $339.20万 | 0.07% | 7,490 | 7,490 | — | $339.20万 | 新建仓 |
| HL | HECLA MNG CO | $339.60万 | 0.07% | 220,043 | 220,043 | — | $339.60万 | 新建仓 |
| HLT | HILTON WRLDWDE HLDGS | $340.40万 | 0.07% | 10,303 | 442 | 4.5% | $14.60万 | 加仓 |
| DEA | EASTERLY GOVERNMEN | $343.10万 | 0.07% | 137,580 | 137,580 | — | $343.10万 | 新建仓 |
| KMPR | KEMPER CORPORATION | $345.70万 | 0.07% | 128,171 | 26,172 | 25.7% | $70.59万 | 加仓 |
| MCK | MCKESSON CORP | $350.30万 | 0.07% | 4,637 | -284 | -5.8% | -$21.45万 | 减仓 |
| DAKT | DAKTRONICS INC | $356.70万 | 0.08% | 182,283 | -144,799 | -44.3% | -$283.35万 | 减仓 |
| MAR | MARRIOTT INTL INC | $361.90万 | 0.08% | 9,761 | -174 | -1.8% | -$6.45万 | 减仓 |
| MPC | MARATHON PETROLEUM | $362.60万 | 0.08% | 14,178 | -4,442 | -23.9% | -$113.60万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR | $367.80万 | 0.08% | 557,195 | 38,023 | 7.3% | $25.10万 | 加仓 |
| TRGP | TARGA RESOURCES IN | $368.60万 | 0.08% | 13,749 | 13,749 | — | $368.60万 | 新建仓 |
| FLR | FLUOR CORPORATION | $374.10万 | 0.08% | 71,415 | 51,419 | 257.1% | $269.35万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $375.60万 | 0.08% | 13,969 | -786 | -5.3% | -$21.13万 | 减仓 |
| NOW | SERVICENOW INC | $377.80万 | 0.08% | 38,099 | -1,012 | -2.6% | -$10.04万 | 减仓 |
| PWR | QUANTA SVCS INC | $378.10万 | 0.08% | 5,253 | -369 | -6.6% | -$26.56万 | 减仓 |
| BWB | BRIDGEWATER BANCSHAR | $379.40万 | 0.08% | 180,420 | -200 | -0.1% | -$4,206 | 减仓 |
| IEFA | ISHARES TR | $382.70万 | 0.08% | 39,626 | -3,058 | -7.2% | -$29.53万 | 减仓 |