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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $1,959.10万 | 0.48% | 26,894 | -5,773 | -17.7% | -$420.54万 | 减仓 |
| CCEP | COCA-COLA EUROPACI | $2,025.40万 | 0.50% | 223,378 | -34,761 | -13.5% | -$315.18万 | 减仓 |
| VEA | VANGUARD TAX MANAGED | $2,031.50万 | 0.50% | 317,045 | 9,520 | 3.1% | $61.00万 | 加仓 |
| SPG | SIMON PPTY INC | $2,055.00万 | 0.50% | 110,181 | -37,542 | -25.4% | -$700.20万 | 减仓 |
| PFE | PFIZER INC | $2,141.40万 | 0.53% | 762,708 | -118,498 | -13.4% | -$332.70万 | 减仓 |
| IEI | ISHARES | $2,252.20万 | 0.55% | 189,900 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORPORATION | $2,291.90万 | 0.56% | 392,417 | 79,677 | 25.5% | $465.35万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,324.30万 | 0.57% | 268,258 | -41,265 | -13.3% | -$357.54万 | 减仓 |
| NFLX | NETFLIX INC | $2,346.20万 | 0.58% | 244,012 | 197,487 | 424.5% | $1,898.86万 | 加仓 |
| EWC | ISHARES INC | $2,392.00万 | 0.59% | 436,529 | 3,048 | 0.7% | $16.70万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL | $2,492.20万 | 0.61% | 56,086 | -8,506 | -13.2% | -$377.97万 | 减仓 |
| KLAC | KLA CORPORATION | $2,524.70万 | 0.62% | 17,150 | 13,608 | 384.2% | $2,003.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,540.40万 | 0.62% | 273,465 | 269,330 | 6,513.4% | $2,501.99万 | 加仓 |
| GM | GENERAL MOTORS CO | $2,578.70万 | 0.63% | 346,115 | -52,678 | -13.2% | -$392.47万 | 减仓 |
| IBM | INTL BUSINESS MCHN | $2,589.30万 | 0.64% | 106,824 | -16,612 | -13.5% | -$402.66万 | 减仓 |
| QCOM | QUALCOMM INC | $2,631.70万 | 0.65% | 204,393 | -28,931 | -12.4% | -$372.51万 | 减仓 |
| LLY | LILLY ELI & CO | $2,675.40万 | 0.66% | 29,088 | 15,949 | 121.4% | $1,466.93万 | 加仓 |
| ABBV | ABBVIE INC | $2,740.90万 | 0.67% | 126,020 | 17,794 | 16.4% | $387.01万 | 加仓 |
| MU | MICRON TECHNOLOGY | $2,783.00万 | 0.68% | 82,380 | 15,039 | 22.3% | $508.05万 | 加仓 |
| DUK | DUKE ENERGY CORP | $2,865.30万 | 0.70% | 218,853 | -2,869 | -1.3% | -$37.56万 | 减仓 |
| SYF | SYNCHRONY FINL | $3,061.50万 | 0.75% | 450,104 | -71,902 | -13.8% | -$489.06万 | 减仓 |
| GS | GOLDMAN SACHS GROUP | $3,203.90万 | 0.79% | 37,868 | -5,184 | -12.0% | -$438.60万 | 减仓 |
| SHEL | SHELL PLC | $3,247.50万 | 0.80% | 349,210 | -54,932 | -13.6% | -$510.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $3,398.10万 | 0.83% | 514,942 | -43,220 | -7.7% | -$285.21万 | 减仓 |
| TSLA | TESLA INC | $3,440.80万 | 0.85% | 92,563 | 75,887 | 455.1% | $2,820.91万 | 加仓 |
| EOG | EOG RESOURCES INC | $3,612.00万 | 0.89% | 249,841 | -37,592 | -13.1% | -$543.47万 | 减仓 |
| DAL | DELTA AIR LINES | $3,625.30万 | 0.89% | 545,322 | -83,779 | -13.3% | -$556.96万 | 减仓 |
| BNY | BANK OF NEW YORK MEL | $3,773.70万 | 0.93% | 318,117 | -49,253 | -13.4% | -$584.27万 | 减仓 |
| VTWO | VANGUARD SCOTTSDAL | $3,805.80万 | 0.94% | 379,911 | 18,159 | 5.0% | $181.91万 | 加仓 |
| C | CITIGROUP INC | $3,879.20万 | 0.95% | 342,017 | -53,228 | -13.5% | -$603.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIO | $3,955.50万 | 0.97% | 787,922 | 39,139 | 5.2% | $196.48万 | 加仓 |
| GOOG | ALPHABET INC | $4,048.10万 | 0.99% | 141,119 | -72,989 | -34.1% | -$2,093.74万 | 减仓 |
| HIG | HARTFORD INSURANCE | $4,186.20万 | 1.03% | 309,592 | -79,129 | -20.4% | -$1,069.96万 | 减仓 |
| — | NORTH SQ INVSTMNTS T | $4,255.30万 | 1.05% | 2,591,544 | -111,257 | -4.1% | -$182.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,310.50万 | 1.06% | 146,524 | -20,947 | -12.5% | -$616.23万 | 减仓 |
| CVX | CHEVRON CORP | $4,344.30万 | 1.07% | 209,973 | -48,120 | -18.6% | -$995.59万 | 减仓 |
| EZU | ISHARES INC | $4,515.20万 | 1.11% | 720,820 | 220 | 0.0% | $1.38万 | 加仓 |
| CMI | CUMMINS INC | $4,806.50万 | 1.18% | 89,330 | -13,694 | -13.3% | -$736.82万 | 减仓 |
| CAT | CATERPILLAR INC | $5,004.10万 | 1.23% | 70,632 | -2,220 | -3.0% | -$157.28万 | 减仓 |
| AVGO | BROADCOM INC | $5,013.60万 | 1.23% | 161,974 | 107,011 | 194.7% | $3,312.32万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $5,277.60万 | 1.30% | 680,193 | 16,797 | 2.5% | $130.33万 | 加仓 |
| USB | US BANCORP DEL | $5,427.60万 | 1.33% | 1,043,614 | -93,713 | -8.2% | -$487.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,445.30万 | 1.34% | 222,785 | -33,255 | -13.0% | -$812.82万 | 减仓 |
| AMZN | AMAZON COM INC | $6,543.60万 | 1.61% | 314,189 | 223,327 | 245.8% | $4,651.22万 | 加仓 |
| VTV | VANGUARD INDEX TR | $7,202.40万 | 1.77% | 367,088 | 105 | 0.0% | $2.06万 | 加仓 |
| GOOGL | ALPHABET INC | $7,897.30万 | 1.94% | 274,645 | 153,673 | 127.0% | $4,418.80万 | 加仓 |
| SPY | STATE ST SPDR S&P500 | $8,418.00万 | 2.07% | 129,440 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX TR | $8,831.00万 | 2.17% | 202,179 | 682 | 0.3% | $29.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,837.30万 | 2.17% | 153,111 | -39,467 | -20.5% | -$2,277.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,881.60万 | 2.18% | 239,938 | 156,994 | 189.3% | $5,811.33万 | 加仓 |
| AAPL | APPLE INC | $1.22亿 | 3.00% | 481,731 | 338,899 | 237.3% | $8,600.60万 | 加仓 |
| NVDA | NVIDIA CORP | $1.23亿 | 3.01% | 702,962 | 484,091 | 221.2% | $8,442.58万 | 加仓 |