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 |
|---|---|---|---|---|---|---|---|---|
| NXRT | NEXPOINT RESIDNL TR | $368.10万 | 0.09% | 147,192 | 14,654 | 11.1% | $36.65万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $371.60万 | 0.09% | 45,835 | -160 | -0.3% | -$1.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES IN | $373.60万 | 0.09% | 22,769 | 3,850 | 20.3% | $63.17万 | 加仓 |
| BSX | BOSTON SCIENTIFIC | $374.00万 | 0.09% | 59,638 | 59,638 | — | $374.00万 | 新建仓 |
| KELYA | KELLY SERVICES INC | $379.20万 | 0.09% | 428,505 | -3,520 | -0.8% | -$3.11万 | 减仓 |
| ITRN | ITURAN LOCATN&CNTRL | $383.80万 | 0.09% | 78,305 | -47,345 | -37.7% | -$232.05万 | 减仓 |
| CLSK | CLEANSPARK INC | $384.40万 | 0.09% | 451,705 | 59,920 | 15.3% | $50.99万 | 加仓 |
| IEFA | ISHARES TR | $386.50万 | 0.09% | 42,684 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANC | $390.10万 | 0.10% | 191,384 | -470 | -0.2% | -$9,580 | 减仓 |
| HOOD | ROBINHOOD MARKETS IN | $391.60万 | 0.10% | 56,508 | 49,753 | 736.5% | $344.79万 | 加仓 |
| WPM | WHEATON PRECIOUS MTL | $393.00万 | 0.10% | 30,000 | 30,000 | — | $393.00万 | 新建仓 |
| VBNK | VERSABANK NEW | $395.60万 | 0.10% | 279,116 | -1,475 | -0.5% | -$2.09万 | 减仓 |
| CASS | CASS INFORMATION SYS | $395.60万 | 0.10% | 89,845 | -495 | -0.5% | -$2.18万 | 减仓 |
| MG | MISTRAS GROUP INC | $396.10万 | 0.10% | 267,881 | -1,420 | -0.5% | -$2.10万 | 减仓 |
| INDA | ISHARES MSCI | $398.50万 | 0.10% | 85,107 | 3,167 | 3.9% | $14.83万 | 加仓 |
| CDE | COEUR MINING INC | $406.70万 | 0.10% | 216,564 | 179,635 | 486.4% | $337.35万 | 加仓 |
| BBW | BUILD A BEAR WORKSHP | $407.20万 | 0.10% | 108,763 | -511 | -0.5% | -$1.91万 | 减仓 |
| NOW | SERVICENOW INC | $408.90万 | 0.10% | 39,111 | 27,041 | 224.0% | $282.71万 | 加仓 |
| TILE | INTERFACE INC | $411.00万 | 0.10% | 164,901 | 14,648 | 9.7% | $36.51万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS | $411.20万 | 0.10% | 76,007 | 64,666 | 570.2% | $349.84万 | 加仓 |
| RAL | RALLIANT CORP | $411.80万 | 0.10% | 99,009 | 99,009 | — | $411.80万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAY | $412.70万 | 0.10% | 56,603 | 2,438 | 4.5% | $17.78万 | 加仓 |
| BBSI | BARRETT BUSINESS SER | $415.40万 | 0.10% | 142,415 | -820 | -0.6% | -$2.39万 | 减仓 |
| EWS | ISHARES INC | $417.50万 | 0.10% | 147,892 | 4,898 | 3.4% | $13.83万 | 加仓 |
| HTB | HOMETRUST BANCSHAR | $418.90万 | 0.10% | 98,195 | -605 | -0.6% | -$2.58万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $423.90万 | 0.10% | 187,881 | -64,008 | -25.4% | -$144.42万 | 减仓 |
| KE | KIMBALL ELECTRONICS | $425.70万 | 0.10% | 179,700 | -25,560 | -12.5% | -$60.55万 | 减仓 |
| MCK | MCKESSON CORP | $425.80万 | 0.10% | 4,921 | 4,921 | — | $425.80万 | 新建仓 |
| EWG | ISHARES | $427.10万 | 0.10% | 107,652 | 4,006 | 3.9% | $15.89万 | 加仓 |
| ANET | ARISTA NETWORKS IN | $428.90万 | 0.11% | 34,918 | 23,077 | 194.9% | $283.46万 | 重新持有 |
| ALG | ALAMO GROUP INC | $432.20万 | 0.11% | 26,199 | 2,316 | 9.7% | $38.21万 | 加仓 |
| AMTB | AMERANT BANCORP INC | $432.30万 | 0.11% | 196,095 | -31,780 | -13.9% | -$70.06万 | 减仓 |
| ABM | ABM INDS INC | $434.00万 | 0.11% | 112,654 | 9,423 | 9.1% | $36.30万 | 加仓 |
| GILT | GILAT SATELLITE NTWK | $434.40万 | 0.11% | 289,210 | -229,100 | -44.2% | -$344.11万 | 减仓 |
| CCJ | CAMECO CORP | $434.90万 | 0.11% | 40,049 | 40,049 | — | $434.90万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $435.50万 | 0.11% | 31,262 | 20,457 | 189.3% | $284.98万 | 加仓 |
| AGM | FEDERAL AGRIC MTG | $435.70万 | 0.11% | 29,380 | -155 | -0.5% | -$2.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED | $438.70万 | 0.11% | 20,400 | -700 | -3.3% | -$15.05万 | 减仓 |
| EWL | ISHARES INC | $439.60万 | 0.11% | 74,684 | 74,684 | — | $439.60万 | 新建仓 |
| PAAS | PAN AMERICAN SILVER | $443.90万 | 0.11% | 81,268 | -48,132 | -37.2% | -$262.91万 | 减仓 |
| — | EXCHANGE PLACE ADVIS | $446.00万 | 0.11% | 175,931 | -22,271 | -11.2% | -$56.46万 | 减仓 |
| — | GATES INDL CORP PL | $446.70万 | 0.11% | 197,559 | 17,545 | 9.7% | $39.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $448.70万 | 0.11% | 28,000 | 28,000 | — | $448.70万 | 新建仓 |
| CRAI | CRA INTERNATIONAL | $449.40万 | 0.11% | 27,758 | 2,280 | 8.9% | $36.91万 | 加仓 |
| MPC | MARATHON PETROLEUM | $454.70万 | 0.11% | 18,620 | -742 | -3.8% | -$18.12万 | 减仓 |
| OEC | ORION S.A. | $465.80万 | 0.11% | 716,574 | 423,031 | 144.1% | $274.99万 | 加仓 |
| CDNS | CADENCE DESIGN SYS | $466.30万 | 0.11% | 16,770 | 16,770 | — | $466.30万 | 新建仓 |
| — | AMPLIFY ENERGY CORP | $468.20万 | 0.12% | 749,920 | -168,095 | -18.3% | -$104.95万 | 减仓 |
| IBKR | INTERACTIVE BROKERS | $468.40万 | 0.12% | 69,834 | 69,834 | — | $468.40万 | 新建仓 |
| — | TAYLOR MORRISON HO | $475.30万 | 0.12% | 81,643 | 81,643 | — | $475.30万 | 新建仓 |
| ALRS | ALERUS FINL CORP | $476.30万 | 0.12% | 200,935 | -1,005 | -0.5% | -$2.38万 | 减仓 |
| APH | AMPHENOL CORPORATION | $476.70万 | 0.12% | 37,729 | 37,729 | — | $476.70万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $477.10万 | 0.12% | 33,372 | 2,959 | 9.7% | $42.30万 | 加仓 |
| VRTX | VERTEX PHARMA | $483.70万 | 0.12% | 10,838 | 10,838 | — | $483.70万 | 新建仓 |
| FRST | PRIMIS FINANCIAL CRP | $484.60万 | 0.12% | 364,825 | -2,240 | -0.6% | -$2.98万 | 减仓 |
| APEI | AMERICAN PUBLIC EDU | $486.00万 | 0.12% | 85,485 | -132,560 | -60.8% | -$753.63万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $487.40万 | 0.12% | 325,176 | 283,504 | 680.3% | $424.94万 | 加仓 |
| SHOP | SHOPIFY INC | $488.40万 | 0.12% | 41,171 | 33,068 | 408.1% | $392.28万 | 加仓 |
| — | CERAGON NETWORKS LTD | $490.70万 | 0.12% | 2,272,398 | -11,650 | -0.5% | -$2.52万 | 减仓 |
| AVA | AVISTA CORPORATION | $493.10万 | 0.12% | 122,797 | 10,880 | 9.7% | $43.69万 | 加仓 |
| WELL | WELLTOWER OP INC | $497.10万 | 0.12% | 25,121 | 25,121 | — | $497.10万 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $499.10万 | 0.12% | 699,973 | -7,455 | -1.1% | -$5.32万 | 减仓 |
| EWZ | ISHARES INC | $503.30万 | 0.12% | 131,091 | 4,131 | 3.3% | $15.86万 | 加仓 |
| HBNC | HORIZON BANCORP INC | $508.10万 | 0.12% | 306,595 | -1,280 | -0.4% | -$2.12万 | 减仓 |
| IDT | IDT CORPORATION | $508.50万 | 0.12% | 103,520 | -430 | -0.4% | -$2.11万 | 减仓 |
| VBR | VANGUARD INDEX TR | $512.70万 | 0.13% | 23,600 | 1,069 | 4.7% | $23.22万 | 加仓 |
| NWN | NORTHWEST NATURAL HL | $513.60万 | 0.13% | 96,501 | 5,473 | 6.0% | $29.13万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $516.20万 | 0.13% | 285,978 | 33,993 | 13.5% | $61.36万 | 加仓 |
| COHR | COHERENT CORP | $516.90万 | 0.13% | 21,712 | 14,865 | 217.1% | $353.89万 | 加仓 |
| LZB | LA Z BOY INC | $518.50万 | 0.13% | 161,303 | 12,360 | 8.3% | $39.73万 | 加仓 |
| NBIS | NEBIUS GROUP N V | $518.80万 | 0.13% | 50,000 | 50,000 | — | $518.80万 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $521.20万 | 0.13% | 536,619 | 41,767 | 8.4% | $40.57万 | 加仓 |
| META | META PLATFORMS INC | $524.80万 | 0.13% | 9,174 | -17,769 | -66.0% | -$1,016.48万 | 减仓 |
| PEBO | PEOPLES BANCORP | $526.40万 | 0.13% | 160,110 | -1,015 | -0.6% | -$3.34万 | 减仓 |
| MTUS | METALLUS INC | $528.80万 | 0.13% | 323,525 | -1,555 | -0.5% | -$2.54万 | 减仓 |
| AAP | ADVANCE AUTO PARTS | $530.50万 | 0.13% | 100,576 | 39,981 | 66.0% | $210.88万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $534.80万 | 0.13% | 1,271 | 1,271 | — | $534.80万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $542.20万 | 0.13% | 57,694 | 57,694 | — | $542.20万 | 新建仓 |
| SAIC | SCIENCE APLCTNS INTL | $543.50万 | 0.13% | 57,256 | 22,512 | 64.8% | $213.69万 | 加仓 |
| BSRR | SIERRA BANCORP | $556.70万 | 0.14% | 164,170 | -1,010 | -0.6% | -$3.42万 | 减仓 |
| EQBK | EQUITY BANCSHARES | $561.60万 | 0.14% | 126,445 | -670 | -0.5% | -$2.98万 | 减仓 |
| TKR | TIMKEN CO | $565.40万 | 0.14% | 56,204 | 4,986 | 9.7% | $50.16万 | 加仓 |
| CASH | PATHWARD FINANCIAL | $571.40万 | 0.14% | 64,051 | 5,688 | 9.7% | $50.74万 | 加仓 |
| JXN | JACKSON FINANCIAL | $575.40万 | 0.14% | 54,423 | -15,200 | -21.8% | -$160.71万 | 减仓 |
| RYZ | RYERSON HOLDING CO | $575.60万 | 0.14% | 256,043 | 256,043 | — | $575.60万 | 新建仓 |
| LEA | LEAR CORPORATION | $575.90万 | 0.14% | 47,566 | 4,219 | 9.7% | $51.08万 | 加仓 |
| CFFN | CAPITOL FEDERAL FN | $577.60万 | 0.14% | 809,855 | -3,350 | -0.4% | -$2.39万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $578.80万 | 0.14% | 320,718 | -1,696 | -0.5% | -$3.06万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $586.50万 | 0.14% | 20,995 | 20,995 | — | $586.50万 | 新建仓 |
| CPA | COPA HOLDINGS | $587.90万 | 0.14% | 51,741 | 4,593 | 9.7% | $52.19万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $587.90万 | 0.14% | 126,395 | -490 | -0.4% | -$2.28万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $596.40万 | 0.15% | 21,014 | 21,014 | — | $596.40万 | 新建仓 |
| UGI | UGI CORP | $596.90万 | 0.15% | 163,906 | 14,525 | 9.7% | $52.90万 | 加仓 |
| ENVA | ENOVA INTERNATIONAL | $597.00万 | 0.15% | 43,956 | 3,879 | 9.7% | $52.68万 | 加仓 |
| MYE | MYERS INDS INC | $597.60万 | 0.15% | 282,310 | -1,450 | -0.5% | -$3.07万 | 减仓 |
| VYMI | VANGUARD WHITEHALL | $603.30万 | 0.15% | 64,020 | 64,020 | — | $603.30万 | 新建仓 |
| AEM | AGNICO EAGLE MINES | $608.90万 | 0.15% | 30,000 | 30,000 | — | $608.90万 | 新建仓 |
| RNGR | RANGER ENERGY SVCS | $611.20万 | 0.15% | 356,569 | 55,720 | 18.5% | $95.51万 | 加仓 |
| VMI | VALMONT INDS INC | $612.60万 | 0.15% | 15,334 | 1,363 | 9.8% | $54.45万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $619.00万 | 0.15% | 84,424 | 13,089 | 18.3% | $95.97万 | 加仓 |