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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $1,009.40万 | 0.25% | 11,566 | 7,644 | 194.9% | $667.12万 | 加仓 |
| OFG | OFG BANCORP | $988.70万 | 0.24% | 244,353 | 21,653 | 9.7% | $87.61万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $984.20万 | 0.24% | 197,372 | 17,489 | 9.7% | $87.21万 | 加仓 |
| PENG | PENGUIN SOLUTIONS IN | $963.10万 | 0.24% | 547,382 | 100,713 | 22.5% | $177.20万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS | $944.20万 | 0.23% | 681,647 | 281,515 | 70.4% | $389.95万 | 加仓 |
| DNOW | DNOW INC | $938.70万 | 0.23% | 788,245 | 69,897 | 9.7% | $83.24万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE | $931.00万 | 0.23% | 119,565 | -11,355 | -8.7% | -$88.42万 | 减仓 |
| — | WHITESTONE REIT | $917.50万 | 0.23% | 568,074 | -3,241 | -0.6% | -$5.23万 | 减仓 |
| CENX | CENTURY ALUM CO | $913.80万 | 0.22% | 155,684 | -68,496 | -30.6% | -$402.04万 | 减仓 |
| ABCB | AMERIS BANCORP | $910.10万 | 0.22% | 116,678 | 10,359 | 9.7% | $80.80万 | 加仓 |
| LRCX | LAM RESEARCH CORPORA | $895.40万 | 0.22% | 41,901 | 41,901 | — | $895.40万 | 新建仓 |
| IBOC | INTL BANCSHARES CORP | $886.60万 | 0.22% | 131,745 | 11,698 | 9.7% | $78.72万 | 加仓 |
| PSTL | POSTAL REALTY TRUST | $869.10万 | 0.21% | 468,400 | -2,345 | -0.5% | -$4.35万 | 减仓 |
| MITK | MITEK SYS INC | $868.50万 | 0.21% | 643,345 | 64,760 | 11.2% | $87.42万 | 加仓 |
| AVT | AVNET INC | $867.90万 | 0.21% | 140,873 | 12,506 | 9.7% | $77.05万 | 加仓 |
| SNEX | STONEX GROUP INC | $859.60万 | 0.21% | 106,560 | 41,669 | 64.2% | $336.14万 | 加仓 |
| ORCL | ORACLE CORP | $855.00万 | 0.21% | 58,109 | 35,955 | 162.3% | $529.03万 | 加仓 |
| COHU | COHU INC | $839.40万 | 0.21% | 274,136 | -23,393 | -7.9% | -$71.63万 | 减仓 |
| CVLG | COVENANT LOGISTICS | $813.80万 | 0.20% | 299,721 | -2,186 | -0.7% | -$5.94万 | 减仓 |
| SM | SM ENERGY COMPANY | $809.60万 | 0.20% | 259,682 | 39,178 | 17.8% | $122.14万 | 加仓 |
| PLGO | PELAGOS INSURANCE CA | $796.10万 | 0.20% | 416,566 | 36,999 | 9.7% | $70.71万 | 加仓 |
| GNK | GENCO SHIPPING & TRA | $788.80万 | 0.19% | 349,725 | -1,805 | -0.5% | -$4.07万 | 减仓 |
| BDC | BELDEN INC | $781.20万 | 0.19% | 68,053 | 6,042 | 9.7% | $69.36万 | 加仓 |
| MD | PEDIATRIX MEDICAL GR | $774.80万 | 0.19% | 362,281 | 32,129 | 9.7% | $68.71万 | 加仓 |
| EGY | VAALCO ENERGY INC | $774.40万 | 0.19% | 1,221,296 | 108,859 | 9.8% | $69.03万 | 加仓 |
| BAND | BANDWIDTH INC | $773.40万 | 0.19% | 433,988 | 88,175 | 25.5% | $157.13万 | 加仓 |
| NBN | NORTHEAST BANK | $769.60万 | 0.19% | 68,497 | -590 | -0.9% | -$6.63万 | 减仓 |
| DCOM | DIME COMMUNITY BANCS | $766.10万 | 0.19% | 226,490 | -1,008 | -0.4% | -$3.41万 | 减仓 |
| WT | WISDOMTREE INC | $759.70万 | 0.19% | 521,929 | -40,564 | -7.2% | -$59.04万 | 减仓 |
| HE | HAWAIIAN ELEC INDS | $753.10万 | 0.19% | 507,388 | -108,070 | -17.6% | -$160.40万 | 减仓 |
| KOP | KOPPERS HOLDINGS | $752.40万 | 0.18% | 194,555 | 17,075 | 9.6% | $66.03万 | 加仓 |
| SPDW | S&P WRLD EX US | $743.70万 | 0.18% | 162,925 | -24,100 | -12.9% | -$110.01万 | 减仓 |
| EBAY | EBAY INC | $715.50万 | 0.18% | 78,580 | -12,170 | -13.4% | -$110.81万 | 减仓 |
| ABX | ABACUS GLOBAL MGMT | $715.20万 | 0.18% | 907,465 | -140,547 | -13.4% | -$110.77万 | 减仓 |
| — | SUN COUNTRY AIRLINES | $709.00万 | 0.17% | 429,190 | -138,322 | -24.4% | -$228.50万 | 减仓 |
| WS | WORTHINGTON STEEL | $704.40万 | 0.17% | 232,135 | 19,447 | 9.1% | $59.01万 | 加仓 |
| — | FLUSHING FINL CORP | $704.20万 | 0.17% | 458,350 | -3,945 | -0.9% | -$6.06万 | 减仓 |
| UTL | UNITIL CORP | $703.00万 | 0.17% | 134,545 | 300 | 0.2% | $1.57万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $697.00万 | 0.17% | 32,943 | -1,370 | -4.0% | -$28.99万 | 减仓 |
| LIVN | LIVANOVA PLC | $689.40万 | 0.17% | 108,477 | 9,620 | 9.7% | $61.14万 | 加仓 |
| APLE | APPLE HOSPITALITY | $687.20万 | 0.17% | 597,035 | 53,030 | 9.7% | $61.04万 | 加仓 |
| BHE | BENCHMARK ELECTRS | $675.10万 | 0.17% | 120,435 | -15,985 | -11.7% | -$89.60万 | 减仓 |
| DCO | DUCOMMUN INC | $669.10万 | 0.16% | 54,834 | -160 | -0.3% | -$1.95万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $668.90万 | 0.16% | 171,175 | -1,055 | -0.6% | -$4.12万 | 减仓 |
| ISRG | INTUITIVE SURGIC INC | $662.50万 | 0.16% | 14,367 | 10,273 | 250.9% | $473.71万 | 加仓 |
| CENT | CENTRAL GARDEN&PET | $662.00万 | 0.16% | 180,060 | 180,060 | — | $662.00万 | 新建仓 |
| IBCP | INDEPENDENT BANK | $657.70万 | 0.16% | 197,500 | -210 | -0.1% | -$6,993 | 减仓 |
| SMP | STANDARD MOTOR PRODS | $656.80万 | 0.16% | 189,070 | -1,114 | -0.6% | -$3.87万 | 减仓 |
| KN | KNOWLES CORPORATION | $651.70万 | 0.16% | 253,761 | 22,522 | 9.7% | $57.84万 | 加仓 |
| DAKT | DAKTRONICS INC | $639.50万 | 0.16% | 327,082 | 29,031 | 9.7% | $56.76万 | 加仓 |
| EWU | ISHARES TR | $623.90万 | 0.15% | 136,873 | 5,250 | 4.0% | $23.93万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $622.70万 | 0.15% | 86,549 | 58,309 | 206.5% | $419.52万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $619.00万 | 0.15% | 84,424 | 13,089 | 18.3% | $95.97万 | 加仓 |
| VMI | VALMONT INDS INC | $612.60万 | 0.15% | 15,334 | 1,363 | 9.8% | $54.45万 | 加仓 |
| RNGR | RANGER ENERGY SVCS | $611.20万 | 0.15% | 356,569 | 55,720 | 18.5% | $95.51万 | 加仓 |
| AEM | AGNICO EAGLE MINES | $608.90万 | 0.15% | 30,000 | 30,000 | — | $608.90万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL | $603.30万 | 0.15% | 64,020 | 64,020 | — | $603.30万 | 新建仓 |
| MYE | MYERS INDS INC | $597.60万 | 0.15% | 282,310 | -1,450 | -0.5% | -$3.07万 | 减仓 |
| ENVA | ENOVA INTERNATIONAL | $597.00万 | 0.15% | 43,956 | 3,879 | 9.7% | $52.68万 | 加仓 |
| UGI | UGI CORP | $596.90万 | 0.15% | 163,906 | 14,525 | 9.7% | $52.90万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $596.40万 | 0.15% | 21,014 | 21,014 | — | $596.40万 | 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 |
| CEG | CONSTELLATION ENERGY | $586.50万 | 0.14% | 20,995 | 20,995 | — | $586.50万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $578.80万 | 0.14% | 320,718 | -1,696 | -0.5% | -$3.06万 | 减仓 |
| CFFN | CAPITOL FEDERAL FN | $577.60万 | 0.14% | 809,855 | -3,350 | -0.4% | -$2.39万 | 减仓 |
| LEA | LEAR CORPORATION | $575.90万 | 0.14% | 47,566 | 4,219 | 9.7% | $51.08万 | 加仓 |
| RYZ | RYERSON HOLDING CO | $575.60万 | 0.14% | 256,043 | 256,043 | — | $575.60万 | 新建仓 |
| JXN | JACKSON FINANCIAL | $575.40万 | 0.14% | 54,423 | -15,200 | -21.8% | -$160.71万 | 减仓 |
| CASH | PATHWARD FINANCIAL | $571.40万 | 0.14% | 64,051 | 5,688 | 9.7% | $50.74万 | 加仓 |
| TKR | TIMKEN CO | $565.40万 | 0.14% | 56,204 | 4,986 | 9.7% | $50.16万 | 加仓 |
| EQBK | EQUITY BANCSHARES | $561.60万 | 0.14% | 126,445 | -670 | -0.5% | -$2.98万 | 减仓 |
| BSRR | SIERRA BANCORP | $556.70万 | 0.14% | 164,170 | -1,010 | -0.6% | -$3.42万 | 减仓 |
| SAIC | SCIENCE APLCTNS INTL | $543.50万 | 0.13% | 57,256 | 22,512 | 64.8% | $213.69万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $542.20万 | 0.13% | 57,694 | 57,694 | — | $542.20万 | 新建仓 |
| BKNG | BOOKING HLDGS INC | $534.80万 | 0.13% | 1,271 | 1,271 | — | $534.80万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS | $530.50万 | 0.13% | 100,576 | 39,981 | 66.0% | $210.88万 | 加仓 |
| MTUS | METALLUS INC | $528.80万 | 0.13% | 323,525 | -1,555 | -0.5% | -$2.54万 | 减仓 |
| PEBO | PEOPLES BANCORP | $526.40万 | 0.13% | 160,110 | -1,015 | -0.6% | -$3.34万 | 减仓 |
| META | META PLATFORMS INC | $524.80万 | 0.13% | 9,174 | -17,769 | -66.0% | -$1,016.48万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $521.20万 | 0.13% | 536,619 | 41,767 | 8.4% | $40.57万 | 加仓 |
| NBIS | NEBIUS GROUP N V | $518.80万 | 0.13% | 50,000 | 50,000 | — | $518.80万 | 新建仓 |
| LZB | LA Z BOY INC | $518.50万 | 0.13% | 161,303 | 12,360 | 8.3% | $39.73万 | 加仓 |
| COHR | COHERENT CORP | $516.90万 | 0.13% | 21,712 | 14,865 | 217.1% | $353.89万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $516.20万 | 0.13% | 285,978 | 33,993 | 13.5% | $61.36万 | 加仓 |
| NWN | NORTHWEST NATURAL HL | $513.60万 | 0.13% | 96,501 | 5,473 | 6.0% | $29.13万 | 加仓 |
| VBR | VANGUARD INDEX TR | $512.70万 | 0.13% | 23,600 | 1,069 | 4.7% | $23.22万 | 加仓 |
| IDT | IDT CORPORATION | $508.50万 | 0.12% | 103,520 | -430 | -0.4% | -$2.11万 | 减仓 |
| HBNC | HORIZON BANCORP INC | $508.10万 | 0.12% | 306,595 | -1,280 | -0.4% | -$2.12万 | 减仓 |
| EWZ | ISHARES INC | $503.30万 | 0.12% | 131,091 | 4,131 | 3.3% | $15.86万 | 加仓 |
| INSE | INSPIRED ENTMT INC | $499.10万 | 0.12% | 699,973 | -7,455 | -1.1% | -$5.32万 | 减仓 |
| WELL | WELLTOWER OP INC | $497.10万 | 0.12% | 25,121 | 25,121 | — | $497.10万 | 新建仓 |
| AVA | AVISTA CORPORATION | $493.10万 | 0.12% | 122,797 | 10,880 | 9.7% | $43.69万 | 加仓 |
| — | CERAGON NETWORKS LTD | $490.70万 | 0.12% | 2,272,398 | -11,650 | -0.5% | -$2.52万 | 减仓 |
| SHOP | SHOPIFY INC | $488.40万 | 0.12% | 41,171 | 33,068 | 408.1% | $392.28万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $487.40万 | 0.12% | 325,176 | 283,504 | 680.3% | $424.94万 | 加仓 |
| APEI | AMERICAN PUBLIC EDU | $486.00万 | 0.12% | 85,485 | -132,560 | -60.8% | -$753.63万 | 减仓 |
| FRST | PRIMIS FINANCIAL CRP | $484.60万 | 0.12% | 364,825 | -2,240 | -0.6% | -$2.98万 | 减仓 |
| VRTX | VERTEX PHARMA | $483.70万 | 0.12% | 10,838 | 10,838 | — | $483.70万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $477.10万 | 0.12% | 33,372 | 2,959 | 9.7% | $42.30万 | 加仓 |