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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORPORATION | $476.70万 | 0.12% | 37,729 | 37,729 | — | $476.70万 | 新建仓 |
| ALRS | ALERUS FINL CORP | $476.30万 | 0.12% | 200,935 | -1,005 | -0.5% | -$2.38万 | 减仓 |
| — | TAYLOR MORRISON HO | $475.30万 | 0.12% | 81,643 | 81,643 | — | $475.30万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS | $468.40万 | 0.12% | 69,834 | 69,834 | — | $468.40万 | 新建仓 |
| — | AMPLIFY ENERGY CORP | $468.20万 | 0.12% | 749,920 | -168,095 | -18.3% | -$104.95万 | 减仓 |
| CDNS | CADENCE DESIGN SYS | $466.30万 | 0.11% | 16,770 | 16,770 | — | $466.30万 | 新建仓 |
| OEC | ORION S.A. | $465.80万 | 0.11% | 716,574 | 423,031 | 144.1% | $274.99万 | 加仓 |
| MPC | MARATHON PETROLEUM | $454.70万 | 0.11% | 18,620 | -742 | -3.8% | -$18.12万 | 减仓 |
| CRAI | CRA INTERNATIONAL | $449.40万 | 0.11% | 27,758 | 2,280 | 8.9% | $36.91万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $448.70万 | 0.11% | 28,000 | 28,000 | — | $448.70万 | 新建仓 |
| — | GATES INDL CORP PL | $446.70万 | 0.11% | 197,559 | 17,545 | 9.7% | $39.67万 | 加仓 |
| — | EXCHANGE PLACE ADVIS | $446.00万 | 0.11% | 175,931 | -22,271 | -11.2% | -$56.46万 | 减仓 |
| PAAS | PAN AMERICAN SILVER | $443.90万 | 0.11% | 81,268 | -48,132 | -37.2% | -$262.91万 | 减仓 |
| EWL | ISHARES INC | $439.60万 | 0.11% | 74,684 | 74,684 | — | $439.60万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED | $438.70万 | 0.11% | 20,400 | -700 | -3.3% | -$15.05万 | 减仓 |
| AGM | FEDERAL AGRIC MTG | $435.70万 | 0.11% | 29,380 | -155 | -0.5% | -$2.30万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $435.50万 | 0.11% | 31,262 | 20,457 | 189.3% | $284.98万 | 加仓 |
| CCJ | CAMECO CORP | $434.90万 | 0.11% | 40,049 | 40,049 | — | $434.90万 | 新建仓 |
| GILT | GILAT SATELLITE NTWK | $434.40万 | 0.11% | 289,210 | -229,100 | -44.2% | -$344.11万 | 减仓 |
| ABM | ABM INDS INC | $434.00万 | 0.11% | 112,654 | 9,423 | 9.1% | $36.30万 | 加仓 |
| AMTB | AMERANT BANCORP INC | $432.30万 | 0.11% | 196,095 | -31,780 | -13.9% | -$70.06万 | 减仓 |
| ALG | ALAMO GROUP INC | $432.20万 | 0.11% | 26,199 | 2,316 | 9.7% | $38.21万 | 加仓 |
| ANET | ARISTA NETWORKS IN | $428.90万 | 0.11% | 34,918 | 23,077 | 194.9% | $283.46万 | 重新持有 |
| EWG | ISHARES | $427.10万 | 0.10% | 107,652 | 4,006 | 3.9% | $15.89万 | 加仓 |
| MCK | MCKESSON CORP | $425.80万 | 0.10% | 4,921 | 4,921 | — | $425.80万 | 新建仓 |
| KE | KIMBALL ELECTRONICS | $425.70万 | 0.10% | 179,700 | -25,560 | -12.5% | -$60.55万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $423.90万 | 0.10% | 187,881 | -64,008 | -25.4% | -$144.42万 | 减仓 |
| HTB | HOMETRUST BANCSHAR | $418.90万 | 0.10% | 98,195 | -605 | -0.6% | -$2.58万 | 减仓 |
| EWS | ISHARES INC | $417.50万 | 0.10% | 147,892 | 4,898 | 3.4% | $13.83万 | 加仓 |
| BBSI | BARRETT BUSINESS SER | $415.40万 | 0.10% | 142,415 | -820 | -0.6% | -$2.39万 | 减仓 |
| INSW | INTERNATIONAL SEAWAY | $412.70万 | 0.10% | 56,603 | 2,438 | 4.5% | $17.78万 | 加仓 |
| RAL | RALLIANT CORP | $411.80万 | 0.10% | 99,009 | 99,009 | — | $411.80万 | 新建仓 |
| EFSC | ENTERPRISE FINL SVCS | $411.20万 | 0.10% | 76,007 | 64,666 | 570.2% | $349.84万 | 加仓 |
| TILE | INTERFACE INC | $411.00万 | 0.10% | 164,901 | 14,648 | 9.7% | $36.51万 | 加仓 |
| NOW | SERVICENOW INC | $408.90万 | 0.10% | 39,111 | 27,041 | 224.0% | $282.71万 | 加仓 |
| BBW | BUILD A BEAR WORKSHP | $407.20万 | 0.10% | 108,763 | -511 | -0.5% | -$1.91万 | 减仓 |
| CDE | COEUR MINING INC | $406.70万 | 0.10% | 216,564 | 179,635 | 486.4% | $337.35万 | 加仓 |
| INDA | ISHARES MSCI | $398.50万 | 0.10% | 85,107 | 3,167 | 3.9% | $14.83万 | 加仓 |
| MG | MISTRAS GROUP INC | $396.10万 | 0.10% | 267,881 | -1,420 | -0.5% | -$2.10万 | 减仓 |
| VBNK | VERSABANK NEW | $395.60万 | 0.10% | 279,116 | -1,475 | -0.5% | -$2.09万 | 减仓 |
| CASS | CASS INFORMATION SYS | $395.60万 | 0.10% | 89,845 | -495 | -0.5% | -$2.18万 | 减仓 |
| WPM | WHEATON PRECIOUS MTL | $393.00万 | 0.10% | 30,000 | 30,000 | — | $393.00万 | 新建仓 |
| HOOD | ROBINHOOD MARKETS IN | $391.60万 | 0.10% | 56,508 | 49,753 | 736.5% | $344.79万 | 加仓 |
| INBK | FIRST INTERNET BANC | $390.10万 | 0.10% | 191,384 | -470 | -0.2% | -$9,580 | 减仓 |
| IEFA | ISHARES TR | $386.50万 | 0.09% | 42,684 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $384.40万 | 0.09% | 451,705 | 59,920 | 15.3% | $50.99万 | 加仓 |
| ITRN | ITURAN LOCATN&CNTRL | $383.80万 | 0.09% | 78,305 | -47,345 | -37.7% | -$232.05万 | 减仓 |
| KELYA | KELLY SERVICES INC | $379.20万 | 0.09% | 428,505 | -3,520 | -0.8% | -$3.11万 | 减仓 |
| BSX | BOSTON SCIENTIFIC | $374.00万 | 0.09% | 59,638 | 59,638 | — | $374.00万 | 新建仓 |
| DELL | DELL TECHNOLOGIES IN | $373.60万 | 0.09% | 22,769 | 3,850 | 20.3% | $63.17万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $371.60万 | 0.09% | 45,835 | -160 | -0.3% | -$1.30万 | 减仓 |
| NXRT | NEXPOINT RESIDNL TR | $368.10万 | 0.09% | 147,192 | 14,654 | 11.1% | $36.65万 | 加仓 |
| GOLD | GOLD.COM INC | $362.60万 | 0.09% | 90,418 | -5,591 | -5.8% | -$22.42万 | 减仓 |
| OSPN | ONESPAN INC | $359.40万 | 0.09% | 341,330 | 42,010 | 14.0% | $44.23万 | 加仓 |
| UFCS | UNITED FIRE GROUP | $359.20万 | 0.09% | 96,935 | -500 | -0.5% | -$1.85万 | 减仓 |
| AAT | AMERICAN ASSETS TR | $355.40万 | 0.09% | 193,026 | 193,026 | — | $355.40万 | 新建仓 |
| HOS | HELIX ENRGY SOLNS | $354.60万 | 0.09% | 358,475 | -1,840 | -0.5% | -$1.82万 | 减仓 |
| ASC | ARDMORE SHIPPING C | $351.40万 | 0.09% | 230,441 | -9,608 | -4.0% | -$14.65万 | 减仓 |
| NGVC | NATURAL GROCERS BY | $349.40万 | 0.09% | 135,154 | 34,550 | 34.3% | $89.32万 | 加仓 |
| TT | TRANE TECHNOLOGI PLC | $347.70万 | 0.09% | 8,345 | 8,345 | — | $347.70万 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDIN | $345.90万 | 0.08% | 8,853 | 4,305 | 94.7% | $168.20万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SR | $345.70万 | 0.08% | 91,770 | -24,325 | -21.0% | -$91.63万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR | $344.30万 | 0.08% | 519,172 | 46,094 | 9.7% | $30.57万 | 加仓 |
| WSBF | WATERSTONE FINANCIAL | $342.80万 | 0.08% | 190,125 | -1,170 | -0.6% | -$2.11万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $340.10万 | 0.08% | 14,755 | 14,755 | — | $340.10万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE I | $340.00万 | 0.08% | 36,885 | 16,500 | 80.9% | $152.09万 | 加仓 |
| THFF | FIRST FINL CORP | $337.60万 | 0.08% | 53,410 | -340 | -0.6% | -$2.15万 | 减仓 |
| YOU | CLEAR SECURE INC. | $335.70万 | 0.08% | 69,339 | -16,337 | -19.1% | -$79.09万 | 减仓 |
| ACCO | ACCO BRANDS CORP | $334.30万 | 0.08% | 1,114,526 | -4,065 | -0.4% | -$1.22万 | 减仓 |
| MTW | MANITOWOC INC | $331.90万 | 0.08% | 284,820 | 36,090 | 14.5% | $42.06万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC | $331.90万 | 0.08% | 13,237 | 7,146 | 117.3% | $179.18万 | 加仓 |
| CHRD | CHORD ENERGY CORP | $331.40万 | 0.08% | 23,307 | 23,307 | — | $331.40万 | 新建仓 |
| NHC | NATL HEALTHCARE CP | $328.40万 | 0.08% | 20,565 | -120 | -0.6% | -$1.92万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $327.80万 | 0.08% | 34,879 | 34,879 | — | $327.80万 | 新建仓 |
| MAR | MARRIOTT INTL INC | $324.90万 | 0.08% | 9,935 | 2,635 | 36.1% | $86.17万 | 加仓 |
| AVNW | AVIAT NETWORKS INC | $323.20万 | 0.08% | 142,955 | 142,955 | — | $323.20万 | 新建仓 |
| APP | APPLOVIN CORPORATION | $319.80万 | 0.08% | 8,026 | 4,379 | 120.1% | $174.48万 | 加仓 |
| BWB | BRIDGEWATER BANCSHAR | $319.50万 | 0.08% | 180,620 | -745 | -0.4% | -$1.32万 | 减仓 |
| TDC | TERADATA CORP | $318.00万 | 0.08% | 124,085 | 124,085 | — | $318.00万 | 新建仓 |
| KMPR | KEMPER CORPORATION | $311.70万 | 0.08% | 101,999 | 9,058 | 9.7% | $27.68万 | 加仓 |
| — | NORTH SQUARE INVESTM | $308.80万 | 0.08% | 352,480 | 129,526 | 58.1% | $113.47万 | 加仓 |
| PWR | QUANTA SVCS INC | $308.50万 | 0.08% | 5,622 | 1,650 | 41.5% | $90.54万 | 加仓 |
| DGICA | DONEGAL GROUP INC | $306.00万 | 0.08% | 178,080 | -1,080 | -0.6% | -$1.86万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $301.40万 | 0.07% | 13,053 | -1,476 | -10.2% | -$34.08万 | 减仓 |
| HLT | HILTON WRLDWDE HLDGS | $300.20万 | 0.07% | 9,861 | 9,861 | — | $300.20万 | 新建仓 |
| P | EVERPURE INC | $295.20万 | 0.07% | 50,000 | 50,000 | — | $295.20万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY | $287.50万 | 0.07% | 5,928 | 2,823 | 90.9% | $136.91万 | 加仓 |
| SYK | STRYKER CORP | $285.50万 | 0.07% | 8,682 | 1,812 | 26.4% | $59.59万 | 加仓 |
| BHB | BAR HBR BANKSHARES | $279.50万 | 0.07% | 86,100 | -760 | -0.9% | -$2.47万 | 减仓 |
| IMAX | IMAX CORP | $274.50万 | 0.07% | 72,225 | -355 | -0.5% | -$1.35万 | 减仓 |
| EVER | EVERQUOTE INC | $272.00万 | 0.07% | 176,395 | -695 | -0.4% | -$1.07万 | 减仓 |
| BN | BROOKFIELD CORP | $263.10万 | 0.06% | 65,000 | 65,000 | — | $263.10万 | 新建仓 |
| FRBA | FIRST BANK WILLIAMS | $260.70万 | 0.06% | 162,980 | 28,975 | 21.6% | $46.35万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIO | $260.60万 | 0.06% | 131,520 | -940 | -0.7% | -$1.86万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $257.20万 | 0.06% | 9,349 | 9,349 | — | $257.20万 | 新建仓 |
| — | INOGEN INC | $255.70万 | 0.06% | 413,880 | -2,120 | -0.5% | -$1.31万 | 减仓 |
| — | BEAZER HOMES USA | $255.10万 | 0.06% | 132,540 | 58,630 | 79.3% | $112.85万 | 加仓 |
| SPEM | ETF S&P EMRG MKTS | $248.20万 | 0.06% | 52,916 | -5,800 | -9.9% | -$27.20万 | 减仓 |
| — | SPOK HLDGS INC | $232.30万 | 0.06% | 213,130 | -49,815 | -18.9% | -$54.30万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES | $226.20万 | 0.06% | 67,124 | -56,522 | -45.7% | -$190.47万 | 减仓 |