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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES | $622.70万 | 0.15% | 86,549 | 58,309 | 206.5% | $419.52万 | 加仓 |
| EWU | ISHARES TR | $623.90万 | 0.15% | 136,873 | 5,250 | 4.0% | $23.93万 | 加仓 |
| DAKT | DAKTRONICS INC | $639.50万 | 0.16% | 327,082 | 29,031 | 9.7% | $56.76万 | 加仓 |
| KN | KNOWLES CORPORATION | $651.70万 | 0.16% | 253,761 | 22,522 | 9.7% | $57.84万 | 加仓 |
| SMP | STANDARD MOTOR PRODS | $656.80万 | 0.16% | 189,070 | -1,114 | -0.6% | -$3.87万 | 减仓 |
| IBCP | INDEPENDENT BANK | $657.70万 | 0.16% | 197,500 | -210 | -0.1% | -$6,993 | 减仓 |
| CENT | CENTRAL GARDEN&PET | $662.00万 | 0.16% | 180,060 | 180,060 | — | $662.00万 | 新建仓 |
| ISRG | INTUITIVE SURGIC INC | $662.50万 | 0.16% | 14,367 | 10,273 | 250.9% | $473.71万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $668.90万 | 0.16% | 171,175 | -1,055 | -0.6% | -$4.12万 | 减仓 |
| DCO | DUCOMMUN INC | $669.10万 | 0.16% | 54,834 | -160 | -0.3% | -$1.95万 | 减仓 |
| BHE | BENCHMARK ELECTRS | $675.10万 | 0.17% | 120,435 | -15,985 | -11.7% | -$89.60万 | 减仓 |
| APLE | APPLE HOSPITALITY | $687.20万 | 0.17% | 597,035 | 53,030 | 9.7% | $61.04万 | 加仓 |
| LIVN | LIVANOVA PLC | $689.40万 | 0.17% | 108,477 | 9,620 | 9.7% | $61.14万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $697.00万 | 0.17% | 32,943 | -1,370 | -4.0% | -$28.99万 | 减仓 |
| UTL | UNITIL CORP | $703.00万 | 0.17% | 134,545 | 300 | 0.2% | $1.57万 | 加仓 |
| — | FLUSHING FINL CORP | $704.20万 | 0.17% | 458,350 | -3,945 | -0.9% | -$6.06万 | 减仓 |
| WS | WORTHINGTON STEEL | $704.40万 | 0.17% | 232,135 | 19,447 | 9.1% | $59.01万 | 加仓 |
| — | SUN COUNTRY AIRLINES | $709.00万 | 0.17% | 429,190 | -138,322 | -24.4% | -$228.50万 | 减仓 |
| ABX | ABACUS GLOBAL MGMT | $715.20万 | 0.18% | 907,465 | -140,547 | -13.4% | -$110.77万 | 减仓 |
| EBAY | EBAY INC | $715.50万 | 0.18% | 78,580 | -12,170 | -13.4% | -$110.81万 | 减仓 |
| SPDW | S&P WRLD EX US | $743.70万 | 0.18% | 162,925 | -24,100 | -12.9% | -$110.01万 | 减仓 |
| KOP | KOPPERS HOLDINGS | $752.40万 | 0.18% | 194,555 | 17,075 | 9.6% | $66.03万 | 加仓 |
| HE | HAWAIIAN ELEC INDS | $753.10万 | 0.19% | 507,388 | -108,070 | -17.6% | -$160.40万 | 减仓 |
| WT | WISDOMTREE INC | $759.70万 | 0.19% | 521,929 | -40,564 | -7.2% | -$59.04万 | 减仓 |
| DCOM | DIME COMMUNITY BANCS | $766.10万 | 0.19% | 226,490 | -1,008 | -0.4% | -$3.41万 | 减仓 |
| NBN | NORTHEAST BANK | $769.60万 | 0.19% | 68,497 | -590 | -0.9% | -$6.63万 | 减仓 |
| BAND | BANDWIDTH INC | $773.40万 | 0.19% | 433,988 | 88,175 | 25.5% | $157.13万 | 加仓 |
| EGY | VAALCO ENERGY INC | $774.40万 | 0.19% | 1,221,296 | 108,859 | 9.8% | $69.03万 | 加仓 |
| MD | PEDIATRIX MEDICAL GR | $774.80万 | 0.19% | 362,281 | 32,129 | 9.7% | $68.71万 | 加仓 |
| BDC | BELDEN INC | $781.20万 | 0.19% | 68,053 | 6,042 | 9.7% | $69.36万 | 加仓 |
| GNK | GENCO SHIPPING & TRA | $788.80万 | 0.19% | 349,725 | -1,805 | -0.5% | -$4.07万 | 减仓 |
| PLGO | PELAGOS INSURANCE CA | $796.10万 | 0.20% | 416,566 | 36,999 | 9.7% | $70.71万 | 加仓 |
| SM | SM ENERGY COMPANY | $809.60万 | 0.20% | 259,682 | 39,178 | 17.8% | $122.14万 | 加仓 |
| CVLG | COVENANT LOGISTICS | $813.80万 | 0.20% | 299,721 | -2,186 | -0.7% | -$5.94万 | 减仓 |
| COHU | COHU INC | $839.40万 | 0.21% | 274,136 | -23,393 | -7.9% | -$71.63万 | 减仓 |
| ORCL | ORACLE CORP | $855.00万 | 0.21% | 58,109 | 35,955 | 162.3% | $529.03万 | 加仓 |
| SNEX | STONEX GROUP INC | $859.60万 | 0.21% | 106,560 | 41,669 | 64.2% | $336.14万 | 加仓 |
| AVT | AVNET INC | $867.90万 | 0.21% | 140,873 | 12,506 | 9.7% | $77.05万 | 加仓 |
| MITK | MITEK SYS INC | $868.50万 | 0.21% | 643,345 | 64,760 | 11.2% | $87.42万 | 加仓 |
| PSTL | POSTAL REALTY TRUST | $869.10万 | 0.21% | 468,400 | -2,345 | -0.5% | -$4.35万 | 减仓 |
| IBOC | INTL BANCSHARES CORP | $886.60万 | 0.22% | 131,745 | 11,698 | 9.7% | $78.72万 | 加仓 |
| LRCX | LAM RESEARCH CORPORA | $895.40万 | 0.22% | 41,901 | 41,901 | — | $895.40万 | 新建仓 |
| ABCB | AMERIS BANCORP | $910.10万 | 0.22% | 116,678 | 10,359 | 9.7% | $80.80万 | 加仓 |
| CENX | CENTURY ALUM CO | $913.80万 | 0.22% | 155,684 | -68,496 | -30.6% | -$402.04万 | 减仓 |
| — | WHITESTONE REIT | $917.50万 | 0.23% | 568,074 | -3,241 | -0.6% | -$5.23万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE | $931.00万 | 0.23% | 119,565 | -11,355 | -8.7% | -$88.42万 | 减仓 |
| DNOW | DNOW INC | $938.70万 | 0.23% | 788,245 | 69,897 | 9.7% | $83.24万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS | $944.20万 | 0.23% | 681,647 | 281,515 | 70.4% | $389.95万 | 加仓 |
| PENG | PENGUIN SOLUTIONS IN | $963.10万 | 0.24% | 547,382 | 100,713 | 22.5% | $177.20万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $984.20万 | 0.24% | 197,372 | 17,489 | 9.7% | $87.21万 | 加仓 |
| OFG | OFG BANCORP | $988.70万 | 0.24% | 244,353 | 21,653 | 9.7% | $87.61万 | 加仓 |
| GEV | GE VERNOVA INC | $1,009.40万 | 0.25% | 11,566 | 7,644 | 194.9% | $667.12万 | 加仓 |
| MUR | MURPHY OIL CORP | $1,017.50万 | 0.25% | 246,647 | 871 | 0.4% | $3.59万 | 加仓 |
| NEM | NEWMONT CORPORATION | $1,020.30万 | 0.25% | 94,252 | -14,679 | -13.5% | -$158.90万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $1,020.50万 | 0.25% | 857,512 | 76,164 | 9.7% | $90.64万 | 加仓 |
| TSN | TYSON FOODS INC | $1,040.60万 | 0.26% | 162,419 | -94,588 | -36.8% | -$606.01万 | 减仓 |
| TALO | TALOS ENERGY INC | $1,047.80万 | 0.26% | 664,781 | 267,266 | 67.2% | $421.25万 | 加仓 |
| ENS | ENERSYS | $1,065.90万 | 0.26% | 61,363 | -6,478 | -9.5% | -$112.53万 | 减仓 |
| WMT | WALMART INC | $1,110.20万 | 0.27% | 89,344 | 70,785 | 381.4% | $879.58万 | 加仓 |
| — | WHITECAP RESOURCES | $1,115.00万 | 0.27% | 990,247 | -282,376 | -22.2% | -$317.95万 | 减仓 |
| VICI | VICI PPTYS INC | $1,133.40万 | 0.28% | 414,719 | -179,698 | -30.2% | -$491.10万 | 减仓 |
| PLTR | PALANTIR TECH INC | $1,148.70万 | 0.28% | 78,528 | 61,705 | 366.8% | $902.61万 | 加仓 |
| HWC | HANCOCK WHITNEY CORP | $1,159.70万 | 0.28% | 182,365 | 15,961 | 9.6% | $101.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,177.50万 | 0.29% | 19,706 | 37 | 0.2% | $2.21万 | 加仓 |
| KR | KROGER CO | $1,183.00万 | 0.29% | 163,511 | -25,411 | -13.5% | -$183.85万 | 减仓 |
| VB | VANGUARD INDEX TR | $1,188.60万 | 0.29% | 45,387 | 2,285 | 5.3% | $59.84万 | 加仓 |
| GE | GE AEROSPACE | $1,288.00万 | 0.32% | 45,394 | 45,394 | — | $1,288.00万 | 新建仓 |
| LNC | LINCOLN NATL CORP | $1,323.50万 | 0.33% | 372,851 | -156,002 | -29.5% | -$553.76万 | 减仓 |
| CG | CARLYLE GROUP INC | $1,331.30万 | 0.33% | 275,091 | -33,636 | -10.9% | -$162.78万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,332.50万 | 0.33% | 174,083 | -11,000 | -5.9% | -$84.20万 | 减仓 |
| AMD | ADV MICRO DEVICES | $1,337.70万 | 0.33% | 65,758 | 52,578 | 398.9% | $1,069.58万 | 加仓 |
| WPC | WP CAREY INC | $1,367.40万 | 0.34% | 201,206 | -77,573 | -27.8% | -$527.19万 | 减仓 |
| HCSG | HEALTHCARE SVCS GRP | $1,387.30万 | 0.34% | 747,924 | 28,831 | 4.0% | $53.48万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,392.40万 | 0.34% | 8,052 | 8,052 | — | $1,392.40万 | 新建仓 |
| TEX | TEREX CORP | $1,393.30万 | 0.34% | 235,758 | 108,218 | 84.9% | $639.55万 | 加仓 |
| EFV | ISHARES | $1,394.70万 | 0.34% | 187,565 | 6,508 | 3.6% | $48.39万 | 加仓 |
| LOW | LOWES CO | $1,418.00万 | 0.35% | 60,000 | -43,316 | -41.9% | -$1,023.70万 | 减仓 |
| RTX | RTX CORPORATION | $1,444.10万 | 0.35% | 74,873 | -11,628 | -13.4% | -$224.27万 | 减仓 |
| MTX | MINERALS TECHNOLOGS | $1,458.10万 | 0.36% | 205,574 | 15,855 | 8.4% | $112.46万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $1,463.50万 | 0.36% | 460,316 | 217,489 | 89.6% | $691.47万 | 加仓 |
| MA | MASTERCARD INC | $1,501.20万 | 0.37% | 30,060 | 22,234 | 284.1% | $1,110.37万 | 加仓 |
| DGX | QUEST DIAGNOSTICS | $1,503.00万 | 0.37% | 76,714 | -11,999 | -13.5% | -$235.09万 | 减仓 |
| APTV | APTIV PLC | $1,504.60万 | 0.37% | 216,756 | -79,506 | -26.8% | -$551.89万 | 减仓 |
| — | NORTH SQUARE INVESTM | $1,539.10万 | 0.38% | 1,174,929 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1,573.10万 | 0.39% | 132,500 | -20,154 | -13.2% | -$239.28万 | 减仓 |
| COST | COSTCO WHSL CORP | $1,576.40万 | 0.39% | 15,816 | 11,660 | 280.6% | $1,162.17万 | 加仓 |
| EXE | EXPAND ENERGY CORP | $1,611.00万 | 0.40% | 146,730 | -22,838 | -13.5% | -$250.75万 | 减仓 |
| EIX | EDISON INTL | $1,665.60万 | 0.41% | 227,590 | -35,409 | -13.5% | -$259.14万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,689.70万 | 0.42% | 111,709 | 111,709 | — | $1,689.70万 | 新建仓 |
| GSL | GLOBAL SHIP LEASE | $1,707.00万 | 0.42% | 458,470 | 12,410 | 2.8% | $46.21万 | 加仓 |
| CF | CF INDUSTRIES HLDGS | $1,737.40万 | 0.43% | 133,809 | -162,828 | -54.9% | -$2,114.19万 | 减仓 |
| SNY | SANOFI | $1,750.60万 | 0.43% | 363,425 | -56,579 | -13.5% | -$272.54万 | 减仓 |
| CI | THE CIGNA GROUP | $1,782.90万 | 0.44% | 66,840 | -10,408 | -13.5% | -$277.62万 | 减仓 |
| GD | GENERAL DYNAMICS | $1,800.30万 | 0.44% | 52,462 | -7,170 | -12.0% | -$246.05万 | 减仓 |
| — | NORTH SQ INVSTMNTS T | $1,815.80万 | 0.45% | 1,395,679 | -197,850 | -12.4% | -$257.41万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS | $1,858.00万 | 0.46% | 231,102 | -29,726 | -11.4% | -$238.99万 | 减仓 |
| V | VISA INC | $1,859.00万 | 0.46% | 61,502 | 45,422 | 282.5% | $1,372.96万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,874.60万 | 0.46% | 75,882 | 75,882 | — | $1,874.60万 | 新建仓 |
| VXUS | VANGUARD STAR FUND | $1,895.10万 | 0.47% | 245,780 | 10,891 | 4.6% | $83.98万 | 加仓 |
| NUE | NUCOR CORP | $1,938.20万 | 0.48% | 114,625 | -53,376 | -31.8% | -$902.54万 | 减仓 |