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 |
|---|---|---|---|---|---|---|---|---|
| PSTL | POSTAL REALTY TRUST | $1,197.40万 | 0.26% | 486,025 | 17,625 | 3.8% | $43.42万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS | $1,183.00万 | 0.25% | 836,675 | 155,028 | 22.7% | $219.20万 | 加仓 |
| TEX | TEREX CORP | $1,148.80万 | 0.25% | 158,690 | -77,068 | -32.7% | -$557.92万 | 减仓 |
| MD | PEDIATRIX MEDICAL GR | $1,098.40万 | 0.23% | 433,645 | 71,364 | 19.7% | $180.76万 | 加仓 |
| VICI | VICI PPTYS INC | $1,091.40万 | 0.23% | 411,028 | -3,691 | -0.9% | -$9.80万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $1,069.60万 | 0.23% | 1,026,456 | 168,944 | 19.7% | $176.05万 | 加仓 |
| WMT | WALMART INC | $1,068.30万 | 0.23% | 94,306 | 4,962 | 5.6% | $56.21万 | 加仓 |
| LIVN | LIVANOVA PLC | $1,067.80万 | 0.23% | 129,841 | 21,364 | 19.7% | $175.70万 | 加仓 |
| ABX | ABACUS GLOBAL MGMT | $1,034.20万 | 0.22% | 965,729 | 58,264 | 6.4% | $62.39万 | 加仓 |
| ENS | ENERSYS | $1,022.60万 | 0.22% | 43,731 | -17,632 | -28.7% | -$412.30万 | 减仓 |
| DCOM | DIME COMMERCIAL BANC | $971.70万 | 0.21% | 238,951 | 12,461 | 5.5% | $50.67万 | 加仓 |
| MITK | MITEK SYS INC | $965.70万 | 0.21% | 479,697 | -163,648 | -25.4% | -$329.45万 | 减仓 |
| VMI | VALMONT INDS INC | $950.50万 | 0.20% | 16,456 | 1,122 | 7.3% | $64.81万 | 加仓 |
| WT | WISDOMTREE INC | $934.00万 | 0.20% | 551,313 | 29,384 | 5.6% | $49.78万 | 加仓 |
| PENG | PENGUIN SOLUTIONS IN | $933.40万 | 0.20% | 122,777 | -424,605 | -77.6% | -$3,228.02万 | 减仓 |
| PANW | PALO ALTO NETWORKS | $929.50万 | 0.20% | 27,254 | -746 | -2.7% | -$25.44万 | 减仓 |
| TALO | TALOS ENERGY INC | $927.50万 | 0.20% | 718,340 | 53,559 | 8.1% | $69.15万 | 加仓 |
| PEBO | PEOPLES BANCORP | $920.10万 | 0.20% | 239,462 | 79,352 | 49.6% | $304.90万 | 加仓 |
| NBN | NORTHEAST BANK | $907.00万 | 0.19% | 68,417 | -80 | -0.1% | -$1.06万 | 减仓 |
| KR | KROGER CO | $900.30万 | 0.19% | 162,130 | -1,381 | -0.8% | -$7.67万 | 减仓 |
| GNK | GENCO SHIPPING & TRA | $899.30万 | 0.19% | 362,925 | 13,200 | 3.8% | $32.71万 | 加仓 |
| MYE | MYERS INDS INC | $897.40万 | 0.19% | 254,175 | -28,135 | -10.0% | -$99.33万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY | $897.00万 | 0.19% | 30,113 | 30,113 | — | $897.00万 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $893.50万 | 0.19% | 712,010 | 175,391 | 32.7% | $220.10万 | 加仓 |
| BDC | BELDEN INC | $878.10万 | 0.19% | 73,218 | 5,165 | 7.6% | $61.94万 | 加仓 |
| PLTR | PALANTIR TECH INC | $874.20万 | 0.19% | 74,938 | -3,590 | -4.6% | -$41.88万 | 减仓 |
| KOP | KOPPERS HOLDINGS | $872.50万 | 0.19% | 194,345 | -210 | -0.1% | -$9,428 | 减仓 |
| NEM | NEWMONT CORPORATION | $871.80万 | 0.19% | 93,336 | -916 | -1.0% | -$8.56万 | 减仓 |
| SNEX | STONEX GROUP INC | $870.20万 | 0.19% | 73,426 | -33,134 | -31.1% | -$392.68万 | 减仓 |
| CPA | COPA HOLDINGS | $863.80万 | 0.18% | 55,525 | 3,784 | 7.3% | $58.87万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $863.70万 | 0.18% | 184,035 | 12,860 | 7.5% | $60.35万 | 加仓 |
| CRAI | CRA INTERNATIONAL | $863.00万 | 0.18% | 60,654 | 32,896 | 118.5% | $468.05万 | 加仓 |
| AVT | AVNET INC | $861.70万 | 0.18% | 97,012 | -43,861 | -31.1% | -$389.59万 | 减仓 |
| HOOD | ROBINHOOD MARKETS IN | $855.10万 | 0.18% | 85,281 | 28,773 | 50.9% | $288.50万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS | $853.40万 | 0.18% | 129,549 | 53,542 | 70.4% | $352.71万 | 加仓 |
| ORCL | ORACLE CORP | $844.40万 | 0.18% | 57,624 | -485 | -0.8% | -$7.11万 | 减仓 |
| SMP | STANDARD MOTOR PRODS | $838.70万 | 0.18% | 215,198 | 26,128 | 13.8% | $101.83万 | 加仓 |
| VBNK | VERSABANK NEW | $837.40万 | 0.18% | 360,736 | 81,620 | 29.2% | $189.47万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS | $835.00万 | 0.18% | 100,860 | 72,546 | 256.2% | $600.59万 | 加仓 |
| AAT | AMERICAN ASSETS TR | $834.40万 | 0.18% | 337,996 | 144,970 | 75.1% | $357.88万 | 加仓 |
| CENT | CENTRAL GARDEN&PET | $833.00万 | 0.18% | 187,865 | 7,805 | 4.3% | $34.61万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $831.70万 | 0.18% | 99,785 | 99,785 | — | $831.70万 | 新建仓 |
| LZB | LA Z BOY INC | $826.50万 | 0.18% | 206,066 | 44,763 | 27.8% | $179.54万 | 加仓 |
| UTL | UNITIL CORP | $824.80万 | 0.18% | 156,545 | 22,000 | 16.4% | $115.91万 | 加仓 |
| SPDW | S&P WRLD EX US | $820.90万 | 0.18% | 162,925 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX TR | $819.90万 | 0.18% | 27,044 | -18,343 | -40.4% | -$556.11万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $809.00万 | 0.17% | 104,791 | 47,097 | 81.6% | $363.59万 | 加仓 |
| IBCP | INDEPENDENT BANK | $807.30万 | 0.17% | 223,770 | 26,270 | 13.3% | $94.77万 | 加仓 |
| RAL | RALLIANT CORP | $784.30万 | 0.17% | 106,503 | 7,494 | 7.6% | $55.19万 | 加仓 |
| — | WHITESTONE REIT | $776.00万 | 0.17% | 409,155 | -158,919 | -28.0% | -$301.40万 | 减仓 |
| KN | KNOWLES CORPORATION | $765.20万 | 0.16% | 184,481 | -69,280 | -27.3% | -$287.36万 | 减仓 |
| RNGR | RANGER ENERGY SVCS | $752.40万 | 0.16% | 469,929 | 113,360 | 31.8% | $181.50万 | 加仓 |
| AVNW | AVIAT NETWORKS INC | $745.10万 | 0.16% | 335,615 | 192,660 | 134.8% | $427.73万 | 加仓 |
| ALRS | ALERUS FINL CORP | $744.50万 | 0.16% | 239,320 | 38,385 | 19.1% | $119.41万 | 加仓 |
| RYZ | RYERSON HOLDING CO | $736.00万 | 0.16% | 299,108 | 43,065 | 16.8% | $105.97万 | 加仓 |
| EVER | EVERQUOTE INC | $732.20万 | 0.16% | 307,715 | 131,320 | 74.4% | $312.47万 | 加仓 |
| INBK | FIRST INTERNET BANC | $729.90万 | 0.16% | 262,534 | 71,150 | 37.2% | $197.81万 | 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 |
| MTUS | METALLUS INC | $721.40万 | 0.15% | 386,007 | 62,482 | 19.3% | $116.77万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $695.70万 | 0.15% | 10,895 | 10,895 | — | $695.70万 | 新建仓 |
| GLW | CORNING INCORPORATED | $692.70万 | 0.15% | 27,121 | 27,121 | — | $692.70万 | 新建仓 |
| CFFN | CAPITOL FEDERAL FN | $688.50万 | 0.15% | 808,975 | -880 | -0.1% | -$7,489 | 减仓 |
| LEA | LEAR CORPORATION | $684.40万 | 0.15% | 51,046 | 3,480 | 7.3% | $46.66万 | 加仓 |
| JXN | JACKSON FINANCIAL | $683.00万 | 0.15% | 66,720 | 12,297 | 22.6% | $125.88万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDIN | $681.00万 | 0.15% | 8,926 | 73 | 0.8% | $5.57万 | 加仓 |
| SAIC | SCIENCE APLCTNS INTL | $680.10万 | 0.15% | 61,598 | 4,342 | 7.6% | $47.94万 | 加仓 |
| MELI | MERCADOLIBRE INC | $674.90万 | 0.14% | 3,976 | -4,076 | -50.6% | -$691.87万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $674.10万 | 0.14% | 224,888 | 37,007 | 19.7% | $110.93万 | 加仓 |
| CENX | CENTURY ALUM CO | $672.70万 | 0.14% | 146,212 | -9,472 | -6.1% | -$43.58万 | 减仓 |
| AAP | ADVANCE AUTO PARTS | $671.50万 | 0.14% | 107,933 | 7,357 | 7.3% | $45.77万 | 加仓 |
| BSRR | SIERRA BANCORP | $668.50万 | 0.14% | 163,990 | -180 | -0.1% | -$7,338 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $659.90万 | 0.14% | 143,290 | 16,895 | 13.4% | $77.81万 | 加仓 |
| STX | SEAGATE TECH HLDNGS | $658.60万 | 0.14% | 6,825 | 6,825 | — | $658.60万 | 新建仓 |
| SM | SM ENERGY COMPANY | $654.50万 | 0.14% | 250,767 | -8,915 | -3.4% | -$23.27万 | 减仓 |
| BAND | BANDWIDTH INC | $651.60万 | 0.14% | 102,923 | -331,065 | -76.3% | -$2,095.95万 | 减仓 |
| EGY | VAALCO ENERGY INC | $650.00万 | 0.14% | 1,279,566 | 58,270 | 4.8% | $29.60万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $649.40万 | 0.14% | 306,014 | 20,036 | 7.0% | $42.52万 | 加仓 |
| NWN | NORTHWEST NATURAL HL | $645.00万 | 0.14% | 131,465 | 34,964 | 36.2% | $171.54万 | 加仓 |
| — | CERAGON NETWORKS LTD | $643.30万 | 0.14% | 2,483,793 | 211,395 | 9.3% | $54.75万 | 加仓 |
| TKR | TIMKEN CO | $635.00万 | 0.14% | 43,711 | -12,493 | -22.2% | -$181.49万 | 减仓 |
| UGI | UGI CORP | $634.90万 | 0.14% | 183,769 | 19,863 | 12.1% | $68.62万 | 加仓 |
| EQBK | EQUITY BANCSHARES | $618.70万 | 0.13% | 126,300 | -145 | -0.1% | -$7,103 | 减仓 |
| TJX | TJX COMPANIES INC | $618.60万 | 0.13% | 40,818 | 40,818 | — | $618.60万 | 新建仓 |
| KELYA | KELLY SERVICES INC | $614.60万 | 0.13% | 500,560 | 72,055 | 16.8% | $88.47万 | 加仓 |
| HBNC | HORIZON BANCORP INC | $611.90万 | 0.13% | 306,270 | -325 | -0.1% | -$6,493 | 减仓 |
| OSPN | ONESPAN INC | $611.40万 | 0.13% | 425,920 | 84,590 | 24.8% | $121.43万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $607.80万 | 0.13% | 402,235 | 77,059 | 23.7% | $116.44万 | 加仓 |
| MUR | MURPHY OIL CORP | $604.80万 | 0.13% | 185,736 | -60,911 | -24.7% | -$198.34万 | 减仓 |
| UBER | UBER TECHNOLOGIES | $604.30万 | 0.13% | 83,700 | -2,849 | -3.3% | -$20.57万 | 减仓 |
| UFCS | UNITED FIRE GROUP | $604.10万 | 0.13% | 115,190 | 18,255 | 18.8% | $95.74万 | 加仓 |
| CCNE | CNB FINL CORP | $603.10万 | 0.13% | 178,940 | 178,940 | — | $603.10万 | 新建仓 |
| AGM | FEDERAL AGRIC MTG | $603.00万 | 0.13% | 30,245 | 865 | 2.9% | $17.25万 | 加仓 |
| IDT | IDT CORPORATION | $601.30万 | 0.13% | 103,405 | -115 | -0.1% | -$6,687 | 减仓 |
| CASS | CASS INFORMATION SYS | $599.20万 | 0.13% | 116,750 | 26,905 | 29.9% | $138.09万 | 加仓 |
| DCO | DUCOMMUN INC | $597.80万 | 0.13% | 32,284 | -22,550 | -41.1% | -$417.56万 | 减仓 |
| FRST | PRIMIS FINANCIAL CRP | $596.50万 | 0.13% | 364,425 | -400 | -0.1% | -$6,547 | 减仓 |
| BHRB | BURKE HERBERT FINANC | $594.20万 | 0.13% | 82,740 | 82,740 | — | $594.20万 | 新建仓 |
| — | GATES INDL CORP PL | $593.00万 | 0.13% | 212,018 | 14,459 | 7.3% | $40.44万 | 加仓 |
| ANET | ARISTA NETWORKS IN | $592.70万 | 0.13% | 34,888 | -30 | -0.1% | -$5,097 | 减仓 |