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 |
|---|---|---|---|---|---|---|---|---|
| EVER | EVERQUOTE INC | $732.20万 | 0.16% | 307,715 | 131,320 | 74.4% | $312.47万 | 加仓 |
| RYZ | RYERSON HOLDING CO | $736.00万 | 0.16% | 299,108 | 43,065 | 16.8% | $105.97万 | 加仓 |
| ALRS | ALERUS FINL CORP | $744.50万 | 0.16% | 239,320 | 38,385 | 19.1% | $119.41万 | 加仓 |
| AVNW | AVIAT NETWORKS INC | $745.10万 | 0.16% | 335,615 | 192,660 | 134.8% | $427.73万 | 加仓 |
| RNGR | RANGER ENERGY SVCS | $752.40万 | 0.16% | 469,929 | 113,360 | 31.8% | $181.50万 | 加仓 |
| KN | KNOWLES CORPORATION | $765.20万 | 0.16% | 184,481 | -69,280 | -27.3% | -$287.36万 | 减仓 |
| — | WHITESTONE REIT | $776.00万 | 0.17% | 409,155 | -158,919 | -28.0% | -$301.40万 | 减仓 |
| RAL | RALLIANT CORP | $784.30万 | 0.17% | 106,503 | 7,494 | 7.6% | $55.19万 | 加仓 |
| IBCP | INDEPENDENT BANK | $807.30万 | 0.17% | 223,770 | 26,270 | 13.3% | $94.77万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $809.00万 | 0.17% | 104,791 | 47,097 | 81.6% | $363.59万 | 加仓 |
| VB | VANGUARD INDEX TR | $819.90万 | 0.18% | 27,044 | -18,343 | -40.4% | -$556.11万 | 减仓 |
| SPDW | S&P WRLD EX US | $820.90万 | 0.18% | 162,925 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP | $824.80万 | 0.18% | 156,545 | 22,000 | 16.4% | $115.91万 | 加仓 |
| LZB | LA Z BOY INC | $826.50万 | 0.18% | 206,066 | 44,763 | 27.8% | $179.54万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $831.70万 | 0.18% | 99,785 | 99,785 | — | $831.70万 | 新建仓 |
| CENT | CENTRAL GARDEN&PET | $833.00万 | 0.18% | 187,865 | 7,805 | 4.3% | $34.61万 | 加仓 |
| AAT | AMERICAN ASSETS TR | $834.40万 | 0.18% | 337,996 | 144,970 | 75.1% | $357.88万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS | $835.00万 | 0.18% | 100,860 | 72,546 | 256.2% | $600.59万 | 加仓 |
| VBNK | VERSABANK NEW | $837.40万 | 0.18% | 360,736 | 81,620 | 29.2% | $189.47万 | 加仓 |
| SMP | STANDARD MOTOR PRODS | $838.70万 | 0.18% | 215,198 | 26,128 | 13.8% | $101.83万 | 加仓 |
| ORCL | ORACLE CORP | $844.40万 | 0.18% | 57,624 | -485 | -0.8% | -$7.11万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS | $853.40万 | 0.18% | 129,549 | 53,542 | 70.4% | $352.71万 | 加仓 |
| HOOD | ROBINHOOD MARKETS IN | $855.10万 | 0.18% | 85,281 | 28,773 | 50.9% | $288.50万 | 加仓 |
| AVT | AVNET INC | $861.70万 | 0.18% | 97,012 | -43,861 | -31.1% | -$389.59万 | 减仓 |
| CRAI | CRA INTERNATIONAL | $863.00万 | 0.18% | 60,654 | 32,896 | 118.5% | $468.05万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $863.70万 | 0.18% | 184,035 | 12,860 | 7.5% | $60.35万 | 加仓 |
| CPA | COPA HOLDINGS | $863.80万 | 0.18% | 55,525 | 3,784 | 7.3% | $58.87万 | 加仓 |
| SNEX | STONEX GROUP INC | $870.20万 | 0.19% | 73,426 | -33,134 | -31.1% | -$392.68万 | 减仓 |
| NEM | NEWMONT CORPORATION | $871.80万 | 0.19% | 93,336 | -916 | -1.0% | -$8.56万 | 减仓 |
| KOP | KOPPERS HOLDINGS | $872.50万 | 0.19% | 194,345 | -210 | -0.1% | -$9,428 | 减仓 |
| PLTR | PALANTIR TECH INC | $874.20万 | 0.19% | 74,938 | -3,590 | -4.6% | -$41.88万 | 减仓 |
| BDC | BELDEN INC | $878.10万 | 0.19% | 73,218 | 5,165 | 7.6% | $61.94万 | 加仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $893.50万 | 0.19% | 712,010 | 175,391 | 32.7% | $220.10万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $897.00万 | 0.19% | 30,113 | 30,113 | — | $897.00万 | 新建仓 |
| MYE | MYERS INDS INC | $897.40万 | 0.19% | 254,175 | -28,135 | -10.0% | -$99.33万 | 减仓 |
| GNK | GENCO SHIPPING & TRA | $899.30万 | 0.19% | 362,925 | 13,200 | 3.8% | $32.71万 | 加仓 |
| KR | KROGER CO | $900.30万 | 0.19% | 162,130 | -1,381 | -0.8% | -$7.67万 | 减仓 |
| NBN | NORTHEAST BANK | $907.00万 | 0.19% | 68,417 | -80 | -0.1% | -$1.06万 | 减仓 |
| PEBO | PEOPLES BANCORP | $920.10万 | 0.20% | 239,462 | 79,352 | 49.6% | $304.90万 | 加仓 |
| TALO | TALOS ENERGY INC | $927.50万 | 0.20% | 718,340 | 53,559 | 8.1% | $69.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $929.50万 | 0.20% | 27,254 | -746 | -2.7% | -$25.44万 | 减仓 |
| PENG | PENGUIN SOLUTIONS IN | $933.40万 | 0.20% | 122,777 | -424,605 | -77.6% | -$3,228.02万 | 减仓 |
| WT | WISDOMTREE INC | $934.00万 | 0.20% | 551,313 | 29,384 | 5.6% | $49.78万 | 加仓 |
| VMI | VALMONT INDS INC | $950.50万 | 0.20% | 16,456 | 1,122 | 7.3% | $64.81万 | 加仓 |
| MITK | MITEK SYS INC | $965.70万 | 0.21% | 479,697 | -163,648 | -25.4% | -$329.45万 | 减仓 |
| DCOM | DIME COMMERCIAL BANC | $971.70万 | 0.21% | 238,951 | 12,461 | 5.5% | $50.67万 | 加仓 |
| ENS | ENERSYS | $1,022.60万 | 0.22% | 43,731 | -17,632 | -28.7% | -$412.30万 | 减仓 |
| ABX | ABACUS GLOBAL MGMT | $1,034.20万 | 0.22% | 965,729 | 58,264 | 6.4% | $62.39万 | 加仓 |
| LIVN | LIVANOVA PLC | $1,067.80万 | 0.23% | 129,841 | 21,364 | 19.7% | $175.70万 | 加仓 |
| WMT | WALMART INC | $1,068.30万 | 0.23% | 94,306 | 4,962 | 5.6% | $56.21万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $1,069.60万 | 0.23% | 1,026,456 | 168,944 | 19.7% | $176.05万 | 加仓 |
| VICI | VICI PPTYS INC | $1,091.40万 | 0.23% | 411,028 | -3,691 | -0.9% | -$9.80万 | 减仓 |
| MD | PEDIATRIX MEDICAL GR | $1,098.40万 | 0.23% | 433,645 | 71,364 | 19.7% | $180.76万 | 加仓 |
| TEX | TEREX CORP | $1,148.80万 | 0.25% | 158,690 | -77,068 | -32.7% | -$557.92万 | 减仓 |
| SBH | SALLY BEAUTY HLDGS | $1,183.00万 | 0.25% | 836,675 | 155,028 | 22.7% | $219.20万 | 加仓 |
| PSTL | POSTAL REALTY TRUST | $1,197.40万 | 0.26% | 486,025 | 17,625 | 3.8% | $43.42万 | 加仓 |
| APLE | APPLE HOSPITALITY | $1,201.30万 | 0.26% | 714,667 | 117,632 | 19.7% | $197.73万 | 加仓 |
| MU | MICRON TECHNOLOGY | $1,209.40万 | 0.26% | 10,476 | -71,904 | -87.3% | -$8,300.94万 | 减仓 |
| PLGO | PELAGOS INSURANCE CA | $1,243.70万 | 0.27% | 510,706 | 94,140 | 22.6% | $229.26万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE | $1,245.30万 | 0.27% | 83,040 | -36,525 | -30.5% | -$547.74万 | 减仓 |
| IBOC | INTL BANCSHARES CORP | $1,257.30万 | 0.27% | 165,542 | 33,797 | 25.7% | $256.69万 | 加仓 |
| GEV | GE VERNOVA INC | $1,292.70万 | 0.28% | 10,998 | -568 | -4.9% | -$66.76万 | 减仓 |
| ENVA | ENOVA INTERNATIONAL | $1,305.80万 | 0.28% | 54,247 | 10,291 | 23.4% | $247.72万 | 加仓 |
| META | META PLATFORMS INC | $1,307.10万 | 0.28% | 23,203 | 14,029 | 152.9% | $790.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,309.50万 | 0.28% | 19,067 | -639 | -3.2% | -$43.89万 | 减仓 |
| LOW | LOWES CO | $1,310.20万 | 0.28% | 59,426 | -574 | -1.0% | -$12.66万 | 减仓 |
| EFV | ISHARES | $1,320.20万 | 0.28% | 172,522 | -15,043 | -8.0% | -$115.11万 | 减仓 |
| ABCB | AMERIS BANCORP | $1,323.40万 | 0.28% | 146,609 | 29,931 | 25.7% | $270.18万 | 加仓 |
| EXE | EXPAND ENERGY CORP | $1,325.50万 | 0.28% | 145,359 | -1,371 | -0.9% | -$12.50万 | 减仓 |
| CVLG | COVENANT LOGISTICS | $1,370.30万 | 0.29% | 310,221 | 10,500 | 3.5% | $46.38万 | 加仓 |
| NBIS | NEBIUS GROUP N V | $1,380.90万 | 0.29% | 50,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1,409.50万 | 0.30% | 74,289 | -584 | -0.8% | -$11.08万 | 减仓 |
| COST | COSTCO WHSL CORP | $1,412.60万 | 0.30% | 15,097 | -719 | -4.5% | -$67.28万 | 减仓 |
| CF | CF INDUSTRIES HLDGS | $1,422.20万 | 0.30% | 131,366 | -2,443 | -1.8% | -$26.45万 | 减仓 |
| WPC | WP CAREY INC | $1,425.10万 | 0.30% | 199,368 | -1,838 | -0.9% | -$13.14万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $1,434.00万 | 0.31% | 734,313 | 413,595 | 129.0% | $807.69万 | 加仓 |
| MA | MASTERCARD INC | $1,481.90万 | 0.32% | 28,853 | -1,207 | -4.0% | -$61.99万 | 减仓 |
| OFG | OFG BANCORP | $1,506.50万 | 0.32% | 307,009 | 62,656 | 25.6% | $307.45万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,529.80万 | 0.33% | 174,083 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $1,537.20万 | 0.33% | 247,985 | 50,613 | 25.6% | $313.74万 | 加仓 |
| SNY | SANOFI | $1,537.40万 | 0.33% | 360,443 | -2,982 | -0.8% | -$12.72万 | 减仓 |
| GE | GE AEROSPACE | $1,539.20万 | 0.33% | 41,185 | -4,209 | -9.3% | -$157.30万 | 减仓 |
| DGX | QUEST DIAGNOSTICS | $1,611.00万 | 0.34% | 76,028 | -686 | -0.9% | -$14.54万 | 减仓 |
| EIX | EDISON INTL | $1,678.30万 | 0.36% | 225,416 | -2,174 | -1.0% | -$16.19万 | 减仓 |
| DELL | DELL TECHNOLOGIES IN | $1,689.20万 | 0.36% | 39,135 | 16,366 | 71.9% | $706.41万 | 加仓 |
| NTAP | NETAPP INC COM | $1,700.90万 | 0.36% | 109,901 | 109,901 | — | $1,700.90万 | 新建仓 |
| MTX | MINERALS TECHNOLOGS | $1,719.80万 | 0.37% | 232,504 | 26,930 | 13.1% | $199.20万 | 加仓 |
| HWC | HANCOCK WHITNEY CORP | $1,743.10万 | 0.37% | 233,269 | 50,904 | 27.9% | $380.38万 | 加仓 |
| NFLX | NETFLIX INC | $1,759.80万 | 0.38% | 246,484 | 2,472 | 1.0% | $17.65万 | 加仓 |
| HCSG | HEALTHCARE SVCS GRP | $1,767.60万 | 0.38% | 719,619 | -28,305 | -3.8% | -$69.53万 | 减仓 |
| LRCX | LAM RESEARCH CORPORA | $1,785.40万 | 0.38% | 41,199 | -702 | -1.7% | -$30.42万 | 减仓 |
| GD | GENERAL DYNAMICS | $1,813.20万 | 0.39% | 51,193 | -1,269 | -2.4% | -$44.95万 | 减仓 |
| GSL | GLOBAL SHIP LEASE | $1,820.40万 | 0.39% | 484,114 | 25,644 | 5.6% | $96.43万 | 加仓 |
| VXUS | VANGUARD STAR FUND | $1,881.10万 | 0.40% | 220,037 | -25,743 | -10.5% | -$220.08万 | 减仓 |
| AMAT | APPLIED MATERIALS | $1,886.60万 | 0.40% | 26,096 | 26,096 | — | $1,886.60万 | 新建仓 |
| EBAY | EBAY INC | $1,892.20万 | 0.40% | 169,308 | 90,728 | 115.5% | $1,013.98万 | 加仓 |
| DG | DOLLAR GEN CORP | $1,943.00万 | 0.41% | 168,805 | 36,305 | 27.4% | $417.88万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,948.40万 | 0.42% | 54,946 | -56,763 | -50.8% | -$2,012.83万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,957.00万 | 0.42% | 75,128 | -754 | -1.0% | -$19.64万 | 减仓 |
| INTU | INTUIT | $1,998.00万 | 0.43% | 76,538 | 73,149 | 2,158.4% | $1,909.53万 | 重新持有 |