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 |
|---|---|---|---|---|---|---|---|---|
| GILT | GILAT SATELLITE NTWK | $384.40万 | 0.08% | 288,900 | -310 | -0.1% | -$4,125 | 减仓 |
| CDE | COEUR MINING INC | $387.30万 | 0.08% | 237,366 | 20,802 | 9.6% | $33.94万 | 加仓 |
| INDA | ISHARES MSCI | $387.80万 | 0.08% | 78,484 | -6,623 | -7.8% | -$32.73万 | 减仓 |
| EWC | ISHARES INC | $389.90万 | 0.08% | 67,604 | -368,925 | -84.5% | -$2,127.74万 | 减仓 |
| FFBC | FIRST FINL BANCORP | $391.80万 | 0.08% | 115,766 | 94,650 | 448.2% | $320.33万 | 加仓 |
| P | EVERPURE INC | $394.00万 | 0.08% | 50,000 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC | $398.70万 | 0.09% | 134,650 | -13,242 | -9.0% | -$39.21万 | 减仓 |
| NPB | NORTHPOINTE BANCSHS | $399.70万 | 0.09% | 208,390 | 208,390 | — | $399.70万 | 新建仓 |
| GOLD | GOLD.COM INC | $403.80万 | 0.09% | 97,038 | 6,620 | 7.3% | $27.55万 | 加仓 |
| EWZ | ISHARES INC | $406.50万 | 0.09% | 117,828 | -13,263 | -10.1% | -$45.76万 | 减仓 |
| CCJ | CAMECO CORP | $407.40万 | 0.09% | 40,000 | -49 | -0.1% | -$4,991 | 减仓 |
| TT | TRANE TECHNOLOGI PLC | $410.20万 | 0.09% | 8,355 | 10 | 0.1% | $4,910 | 加仓 |
| THFF | FIRST FINL CORP | $413.00万 | 0.09% | 53,345 | -65 | -0.1% | -$5,032 | 减仓 |
| EWG | ISHARES | $417.00万 | 0.09% | 100,766 | -6,886 | -6.4% | -$28.50万 | 减仓 |
| NGVC | NATURAL GROCERS BY | $418.80万 | 0.09% | 135,014 | -140 | -0.1% | -$4,343 | 减仓 |
| APP | APPLOVIN CORPORATION | $421.40万 | 0.09% | 8,184 | 158 | 2.0% | $8.14万 | 加仓 |
| GDYN | GRID DYNAMICS HLDNGS | $429.30万 | 0.09% | 755,780 | 755,780 | — | $429.30万 | 新建仓 |
| — | EXCHANGE PLACE ADVIS | $430.80万 | 0.09% | 168,931 | -7,000 | -4.0% | -$17.85万 | 减仓 |
| EWL | ISHARES INC | $437.70万 | 0.09% | 69,677 | -5,007 | -6.7% | -$31.45万 | 减仓 |
| NHC | NATL HEALTHCARE CP | $450.30万 | 0.10% | 21,300 | 735 | 3.6% | $15.54万 | 加仓 |
| IMAX | IMAX CORP | $458.10万 | 0.10% | 114,895 | 42,670 | 59.1% | $170.13万 | 加仓 |
| WSBF | WATERSTONE FINANCIAL | $458.30万 | 0.10% | 221,070 | 30,945 | 16.3% | $64.15万 | 加仓 |
| MTW | MANITOWOC INC | $462.20万 | 0.10% | 332,824 | 48,004 | 16.9% | $66.66万 | 加仓 |
| TDC | TERADATA CORP | $462.70万 | 0.10% | 133,510 | 9,425 | 7.6% | $32.66万 | 加仓 |
| ALG | ALAMO GROUP INC | $463.50万 | 0.10% | 28,168 | 1,969 | 7.5% | $32.40万 | 加仓 |
| AEM | AGNICO EAGLE MINES | $465.40万 | 0.10% | 30,000 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $467.40万 | 0.10% | 267,586 | -295 | -0.1% | -$5,153 | 减仓 |
| ITRN | ITURAN LOCATN&CNTRL | $477.20万 | 0.10% | 78,225 | -80 | -0.1% | -$4,880 | 减仓 |
| VIG | VANGUARD SPECIALIZED | $482.70万 | 0.10% | 20,400 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $495.90万 | 0.11% | 43,440 | 2,269 | 5.5% | $25.90万 | 加仓 |
| NXRT | NEXPOINT RESIDNL TR | $497.20万 | 0.11% | 178,034 | 30,842 | 21.0% | $86.13万 | 加仓 |
| AMTB | AMERANT BANCORP INC | $499.90万 | 0.11% | 195,885 | -210 | -0.1% | -$5,359 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $503.90万 | 0.11% | 243,814 | 162,573 | 200.1% | $336.00万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC | $507.70万 | 0.11% | 15,174 | 1,937 | 14.6% | $64.81万 | 加仓 |
| WS | WORTHINGTON STEEL | $510.00万 | 0.11% | 151,928 | -80,207 | -34.6% | -$269.24万 | 减仓 |
| FRBA | FIRST BANK WILLIAMS | $510.00万 | 0.11% | 287,670 | 124,690 | 76.5% | $221.06万 | 加仓 |
| TILE | INTERFACE INC | $516.00万 | 0.11% | 143,932 | -20,969 | -12.7% | -$75.17万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $521.20万 | 0.11% | 20,983 | -12 | -0.1% | -$2,981 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $529.00万 | 0.11% | 81,527 | -2,897 | -3.4% | -$18.80万 | 减仓 |
| ABM | ABM INDS INC | $532.20万 | 0.11% | 120,323 | 7,669 | 6.8% | $33.92万 | 加仓 |
| BBW | BUILD A BEAR WORKSHP | $532.20万 | 0.11% | 173,801 | 65,038 | 59.8% | $199.15万 | 加仓 |
| OEC | ORION S.A. | $535.20万 | 0.11% | 807,326 | 90,752 | 12.7% | $60.16万 | 加仓 |
| HOS | HELIX ENRGY SOLNS | $537.50万 | 0.11% | 615,065 | 256,590 | 71.6% | $224.23万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $539.90万 | 0.12% | 31,811 | -1,132 | -3.4% | -$19.21万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $545.30万 | 0.12% | 289,040 | 110,960 | 62.3% | $209.34万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $550.30万 | 0.12% | 30,879 | -896 | -2.8% | -$15.97万 | 减仓 |
| ISRG | INTUITIVE SURGIC INC | $555.20万 | 0.12% | 13,958 | -409 | -2.8% | -$16.27万 | 减仓 |
| VYMI | VANGUARD WHITEHALL | $557.10万 | 0.12% | 56,736 | -7,284 | -11.4% | -$71.52万 | 减仓 |
| INSE | INSPIRED ENTMT INC | $566.60万 | 0.12% | 686,763 | -13,210 | -1.9% | -$10.90万 | 减仓 |
| APEI | AMERICAN PUBLIC EDU | $567.10万 | 0.12% | 105,650 | 20,165 | 23.6% | $108.24万 | 加仓 |
| WELL | WELLTOWER OP INC | $569.40万 | 0.12% | 25,076 | -45 | -0.2% | -$1.02万 | 减仓 |
| AVA | AVISTA CORPORATION | $580.90万 | 0.12% | 142,029 | 19,232 | 15.7% | $78.66万 | 加仓 |
| BBSI | BARRETT BUSINESS SER | $582.80万 | 0.12% | 164,070 | 21,655 | 15.2% | $76.92万 | 加仓 |
| HTB | HOMETRUST BANCSHAR | $588.20万 | 0.13% | 117,890 | 19,695 | 20.1% | $98.27万 | 加仓 |
| EWU | ISHARES TR | $589.40万 | 0.13% | 127,717 | -9,156 | -6.7% | -$42.25万 | 减仓 |
| PFBC | PREFERRED BANK | $589.60万 | 0.13% | 55,500 | 55,500 | — | $589.60万 | 新建仓 |
| ANET | ARISTA NETWORKS IN | $592.70万 | 0.13% | 34,888 | -30 | -0.1% | -$5,097 | 减仓 |
| — | GATES INDL CORP PL | $593.00万 | 0.13% | 212,018 | 14,459 | 7.3% | $40.44万 | 加仓 |
| BHRB | BURKE HERBERT FINANC | $594.20万 | 0.13% | 82,740 | 82,740 | — | $594.20万 | 新建仓 |
| FRST | PRIMIS FINANCIAL CRP | $596.50万 | 0.13% | 364,425 | -400 | -0.1% | -$6,547 | 减仓 |
| DCO | DUCOMMUN INC | $597.80万 | 0.13% | 32,284 | -22,550 | -41.1% | -$417.56万 | 减仓 |
| CASS | CASS INFORMATION SYS | $599.20万 | 0.13% | 116,750 | 26,905 | 29.9% | $138.09万 | 加仓 |
| IDT | IDT CORPORATION | $601.30万 | 0.13% | 103,405 | -115 | -0.1% | -$6,687 | 减仓 |
| AGM | FEDERAL AGRIC MTG | $603.00万 | 0.13% | 30,245 | 865 | 2.9% | $17.25万 | 加仓 |
| CCNE | CNB FINL CORP | $603.10万 | 0.13% | 178,940 | 178,940 | — | $603.10万 | 新建仓 |
| UFCS | UNITED FIRE GROUP | $604.10万 | 0.13% | 115,190 | 18,255 | 18.8% | $95.74万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $604.30万 | 0.13% | 83,700 | -2,849 | -3.3% | -$20.57万 | 减仓 |
| MUR | MURPHY OIL CORP | $604.80万 | 0.13% | 185,736 | -60,911 | -24.7% | -$198.34万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $607.80万 | 0.13% | 402,235 | 77,059 | 23.7% | $116.44万 | 加仓 |
| OSPN | ONESPAN INC | $611.40万 | 0.13% | 425,920 | 84,590 | 24.8% | $121.43万 | 加仓 |
| HBNC | HORIZON BANCORP INC | $611.90万 | 0.13% | 306,270 | -325 | -0.1% | -$6,493 | 减仓 |
| KELYA | KELLY SERVICES INC | $614.60万 | 0.13% | 500,560 | 72,055 | 16.8% | $88.47万 | 加仓 |
| TJX | TJX COMPANIES INC | $618.60万 | 0.13% | 40,818 | 40,818 | — | $618.60万 | 新建仓 |
| EQBK | EQUITY BANCSHARES | $618.70万 | 0.13% | 126,300 | -145 | -0.1% | -$7,103 | 减仓 |
| UGI | UGI CORP | $634.90万 | 0.14% | 183,769 | 19,863 | 12.1% | $68.62万 | 加仓 |
| TKR | TIMKEN CO | $635.00万 | 0.14% | 43,711 | -12,493 | -22.2% | -$181.49万 | 减仓 |
| — | CERAGON NETWORKS LTD | $643.30万 | 0.14% | 2,483,793 | 211,395 | 9.3% | $54.75万 | 加仓 |
| NWN | NORTHWEST NATURAL HL | $645.00万 | 0.14% | 131,465 | 34,964 | 36.2% | $171.54万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $649.40万 | 0.14% | 306,014 | 20,036 | 7.0% | $42.52万 | 加仓 |
| EGY | VAALCO ENERGY INC | $650.00万 | 0.14% | 1,279,566 | 58,270 | 4.8% | $29.60万 | 加仓 |
| BAND | BANDWIDTH INC | $651.60万 | 0.14% | 102,923 | -331,065 | -76.3% | -$2,095.95万 | 减仓 |
| SM | SM ENERGY COMPANY | $654.50万 | 0.14% | 250,767 | -8,915 | -3.4% | -$23.27万 | 减仓 |
| STX | SEAGATE TECH HLDNGS | $658.60万 | 0.14% | 6,825 | 6,825 | — | $658.60万 | 新建仓 |
| JOUT | JOHNSON OUTDOORS INC | $659.90万 | 0.14% | 143,290 | 16,895 | 13.4% | $77.81万 | 加仓 |
| BSRR | SIERRA BANCORP | $668.50万 | 0.14% | 163,990 | -180 | -0.1% | -$7,338 | 减仓 |
| AAP | ADVANCE AUTO PARTS | $671.50万 | 0.14% | 107,933 | 7,357 | 7.3% | $45.77万 | 加仓 |
| CENX | CENTURY ALUM CO | $672.70万 | 0.14% | 146,212 | -9,472 | -6.1% | -$43.58万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $674.10万 | 0.14% | 224,888 | 37,007 | 19.7% | $110.93万 | 加仓 |
| MELI | MERCADOLIBRE INC | $674.90万 | 0.14% | 3,976 | -4,076 | -50.6% | -$691.87万 | 减仓 |
| SAIC | SCIENCE APLCTNS INTL | $680.10万 | 0.15% | 61,598 | 4,342 | 7.6% | $47.94万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDIN | $681.00万 | 0.15% | 8,926 | 73 | 0.8% | $5.57万 | 加仓 |
| JXN | JACKSON FINANCIAL | $683.00万 | 0.15% | 66,720 | 12,297 | 22.6% | $125.88万 | 加仓 |
| LEA | LEAR CORPORATION | $684.40万 | 0.15% | 51,046 | 3,480 | 7.3% | $46.66万 | 加仓 |
| CFFN | CAPITOL FEDERAL FN | $688.50万 | 0.15% | 808,975 | -880 | -0.1% | -$7,489 | 减仓 |
| GLW | CORNING INCORPORATED | $692.70万 | 0.15% | 27,121 | 27,121 | — | $692.70万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $695.70万 | 0.15% | 10,895 | 10,895 | — | $695.70万 | 新建仓 |
| MTUS | METALLUS INC | $721.40万 | 0.15% | 386,007 | 62,482 | 19.3% | $116.77万 | 加仓 |
| APH | AMPHENOL CORPORATION | $727.40万 | 0.16% | 41,249 | 3,520 | 9.3% | $62.07万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $727.40万 | 0.16% | 61,856 | 16,021 | 35.0% | $188.40万 | 加仓 |
| INBK | FIRST INTERNET BANC | $729.90万 | 0.16% | 262,534 | 71,150 | 37.2% | $197.81万 | 加仓 |