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 |
|---|---|---|---|---|---|---|---|---|
| PFBC | PREFERRED BANK | $589.60万 | 0.13% | 55,500 | 55,500 | — | $589.60万 | 新建仓 |
| EWU | ISHARES TR | $589.40万 | 0.13% | 127,717 | -9,156 | -6.7% | -$42.25万 | 减仓 |
| HTB | HOMETRUST BANCSHAR | $588.20万 | 0.13% | 117,890 | 19,695 | 20.1% | $98.27万 | 加仓 |
| BBSI | BARRETT BUSINESS SER | $582.80万 | 0.12% | 164,070 | 21,655 | 15.2% | $76.92万 | 加仓 |
| AVA | AVISTA CORPORATION | $580.90万 | 0.12% | 142,029 | 19,232 | 15.7% | $78.66万 | 加仓 |
| WELL | WELLTOWER OP INC | $569.40万 | 0.12% | 25,076 | -45 | -0.2% | -$1.02万 | 减仓 |
| APEI | AMERICAN PUBLIC EDU | $567.10万 | 0.12% | 105,650 | 20,165 | 23.6% | $108.24万 | 加仓 |
| INSE | INSPIRED ENTMT INC | $566.60万 | 0.12% | 686,763 | -13,210 | -1.9% | -$10.90万 | 减仓 |
| VYMI | VANGUARD WHITEHALL | $557.10万 | 0.12% | 56,736 | -7,284 | -11.4% | -$71.52万 | 减仓 |
| ISRG | INTUITIVE SURGIC INC | $555.20万 | 0.12% | 13,958 | -409 | -2.8% | -$16.27万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $550.30万 | 0.12% | 30,879 | -896 | -2.8% | -$15.97万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $545.30万 | 0.12% | 289,040 | 110,960 | 62.3% | $209.34万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $539.90万 | 0.12% | 31,811 | -1,132 | -3.4% | -$19.21万 | 减仓 |
| HOS | HELIX ENRGY SOLNS | $537.50万 | 0.11% | 615,065 | 256,590 | 71.6% | $224.23万 | 加仓 |
| OEC | ORION S.A. | $535.20万 | 0.11% | 807,326 | 90,752 | 12.7% | $60.16万 | 加仓 |
| ABM | ABM INDS INC | $532.20万 | 0.11% | 120,323 | 7,669 | 6.8% | $33.92万 | 加仓 |
| BBW | BUILD A BEAR WORKSHP | $532.20万 | 0.11% | 173,801 | 65,038 | 59.8% | $199.15万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $529.00万 | 0.11% | 81,527 | -2,897 | -3.4% | -$18.80万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $521.20万 | 0.11% | 20,983 | -12 | -0.1% | -$2,981 | 减仓 |
| TILE | INTERFACE INC | $516.00万 | 0.11% | 143,932 | -20,969 | -12.7% | -$75.17万 | 减仓 |
| WS | WORTHINGTON STEEL | $510.00万 | 0.11% | 151,928 | -80,207 | -34.6% | -$269.24万 | 减仓 |
| FRBA | FIRST BANK WILLIAMS | $510.00万 | 0.11% | 287,670 | 124,690 | 76.5% | $221.06万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC | $507.70万 | 0.11% | 15,174 | 1,937 | 14.6% | $64.81万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $503.90万 | 0.11% | 243,814 | 162,573 | 200.1% | $336.00万 | 加仓 |
| AMTB | AMERANT BANCORP INC | $499.90万 | 0.11% | 195,885 | -210 | -0.1% | -$5,359 | 减仓 |
| NXRT | NEXPOINT RESIDNL TR | $497.20万 | 0.11% | 178,034 | 30,842 | 21.0% | $86.13万 | 加仓 |
| SHOP | SHOPIFY INC | $495.90万 | 0.11% | 43,440 | 2,269 | 5.5% | $25.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED | $482.70万 | 0.10% | 20,400 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATN&CNTRL | $477.20万 | 0.10% | 78,225 | -80 | -0.1% | -$4,880 | 减仓 |
| MG | MISTRAS GROUP INC | $467.40万 | 0.10% | 267,586 | -295 | -0.1% | -$5,153 | 减仓 |
| AEM | AGNICO EAGLE MINES | $465.40万 | 0.10% | 30,000 | 0 | 0.0% | — | 不变 |
| ALG | ALAMO GROUP INC | $463.50万 | 0.10% | 28,168 | 1,969 | 7.5% | $32.40万 | 加仓 |
| TDC | TERADATA CORP | $462.70万 | 0.10% | 133,510 | 9,425 | 7.6% | $32.66万 | 加仓 |
| MTW | MANITOWOC INC | $462.20万 | 0.10% | 332,824 | 48,004 | 16.9% | $66.66万 | 加仓 |
| WSBF | WATERSTONE FINANCIAL | $458.30万 | 0.10% | 221,070 | 30,945 | 16.3% | $64.15万 | 加仓 |
| IMAX | IMAX CORP | $458.10万 | 0.10% | 114,895 | 42,670 | 59.1% | $170.13万 | 加仓 |
| NHC | NATL HEALTHCARE CP | $450.30万 | 0.10% | 21,300 | 735 | 3.6% | $15.54万 | 加仓 |
| EWL | ISHARES INC | $437.70万 | 0.09% | 69,677 | -5,007 | -6.7% | -$31.45万 | 减仓 |
| — | EXCHANGE PLACE ADVIS | $430.80万 | 0.09% | 168,931 | -7,000 | -4.0% | -$17.85万 | 减仓 |
| GDYN | GRID DYNAMICS HLDNGS | $429.30万 | 0.09% | 755,780 | 755,780 | — | $429.30万 | 新建仓 |
| APP | APPLOVIN CORPORATION | $421.40万 | 0.09% | 8,184 | 158 | 2.0% | $8.14万 | 加仓 |
| NGVC | NATURAL GROCERS BY | $418.80万 | 0.09% | 135,014 | -140 | -0.1% | -$4,343 | 减仓 |
| EWG | ISHARES | $417.00万 | 0.09% | 100,766 | -6,886 | -6.4% | -$28.50万 | 减仓 |
| THFF | FIRST FINL CORP | $413.00万 | 0.09% | 53,345 | -65 | -0.1% | -$5,032 | 减仓 |
| TT | TRANE TECHNOLOGI PLC | $410.20万 | 0.09% | 8,355 | 10 | 0.1% | $4,910 | 加仓 |
| CCJ | CAMECO CORP | $407.40万 | 0.09% | 40,000 | -49 | -0.1% | -$4,991 | 减仓 |
| EWZ | ISHARES INC | $406.50万 | 0.09% | 117,828 | -13,263 | -10.1% | -$45.76万 | 减仓 |
| GOLD | GOLD.COM INC | $403.80万 | 0.09% | 97,038 | 6,620 | 7.3% | $27.55万 | 加仓 |
| NPB | NORTHPOINTE BANCSHS | $399.70万 | 0.09% | 208,390 | 208,390 | — | $399.70万 | 新建仓 |
| EWS | ISHARES INC | $398.70万 | 0.09% | 134,650 | -13,242 | -9.0% | -$39.21万 | 减仓 |
| P | EVERPURE INC | $394.00万 | 0.08% | 50,000 | 0 | 0.0% | — | 不变 |
| FFBC | FIRST FINL BANCORP | $391.80万 | 0.08% | 115,766 | 94,650 | 448.2% | $320.33万 | 加仓 |
| EWC | ISHARES INC | $389.90万 | 0.08% | 67,604 | -368,925 | -84.5% | -$2,127.74万 | 减仓 |
| INDA | ISHARES MSCI | $387.80万 | 0.08% | 78,484 | -6,623 | -7.8% | -$32.73万 | 减仓 |
| CDE | COEUR MINING INC | $387.30万 | 0.08% | 237,366 | 20,802 | 9.6% | $33.94万 | 加仓 |
| GILT | GILAT SATELLITE NTWK | $384.40万 | 0.08% | 288,900 | -310 | -0.1% | -$4,125 | 减仓 |
| IEFA | ISHARES TR | $382.70万 | 0.08% | 39,626 | -3,058 | -7.2% | -$29.53万 | 减仓 |
| BWB | BRIDGEWATER BANCSHAR | $379.40万 | 0.08% | 180,420 | -200 | -0.1% | -$4,206 | 减仓 |
| PWR | QUANTA SVCS INC | $378.10万 | 0.08% | 5,253 | -369 | -6.6% | -$26.56万 | 减仓 |
| NOW | SERVICENOW INC | $377.80万 | 0.08% | 38,099 | -1,012 | -2.6% | -$10.04万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $375.60万 | 0.08% | 13,969 | -786 | -5.3% | -$21.13万 | 减仓 |
| FLR | FLUOR CORPORATION | $374.10万 | 0.08% | 71,415 | 51,419 | 257.1% | $269.35万 | 加仓 |
| TRGP | TARGA RESOURCES IN | $368.60万 | 0.08% | 13,749 | 13,749 | — | $368.60万 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR | $367.80万 | 0.08% | 557,195 | 38,023 | 7.3% | $25.10万 | 加仓 |
| MPC | MARATHON PETROLEUM | $362.60万 | 0.08% | 14,178 | -4,442 | -23.9% | -$113.60万 | 减仓 |
| MAR | MARRIOTT INTL INC | $361.90万 | 0.08% | 9,761 | -174 | -1.8% | -$6.45万 | 减仓 |
| DAKT | DAKTRONICS INC | $356.70万 | 0.08% | 182,283 | -144,799 | -44.3% | -$283.35万 | 减仓 |
| MCK | MCKESSON CORP | $350.30万 | 0.07% | 4,637 | -284 | -5.8% | -$21.45万 | 减仓 |
| KMPR | KEMPER CORPORATION | $345.70万 | 0.07% | 128,171 | 26,172 | 25.7% | $70.59万 | 加仓 |
| DEA | EASTERLY GOVERNMEN | $343.10万 | 0.07% | 137,580 | 137,580 | — | $343.10万 | 新建仓 |
| HLT | HILTON WRLDWDE HLDGS | $340.40万 | 0.07% | 10,303 | 442 | 4.5% | $14.60万 | 加仓 |
| HL | HECLA MNG CO | $339.60万 | 0.07% | 220,043 | 220,043 | — | $339.60万 | 新建仓 |
| MCO | MOODYS CORP | $339.20万 | 0.07% | 7,490 | 7,490 | — | $339.20万 | 新建仓 |
| WPM | WHEATON PRECIOUS MTL | $337.00万 | 0.07% | 30,000 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX TR | $327.70万 | 0.07% | 13,484 | -10,116 | -42.9% | -$245.85万 | 减仓 |
| MHO | M/I HOMES INC | $326.50万 | 0.07% | 20,307 | 18,641 | 1,118.9% | $299.71万 | 加仓 |
| BHB | BAR HBR BANKSHARES | $324.70万 | 0.07% | 86,010 | -90 | -0.1% | -$3,398 | 减仓 |
| IIPR | INNOVATIVE INDL PPTY | $313.90万 | 0.07% | 50,632 | 10,338 | 25.7% | $64.09万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SR | $309.90万 | 0.07% | 74,005 | -17,765 | -19.4% | -$74.39万 | 减仓 |
| CDNS | CADENCE DESIGN SYS | $309.80万 | 0.07% | 8,246 | -8,524 | -50.8% | -$320.24万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $304.60万 | 0.07% | 11,896 | -1,157 | -8.9% | -$29.63万 | 减仓 |
| VRTX | VERTEX PHARMA | $303.90万 | 0.06% | 6,133 | -4,705 | -43.4% | -$233.14万 | 减仓 |
| — | ATKORE INC | $295.60万 | 0.06% | 38,880 | 2,651 | 7.3% | $20.16万 | 加仓 |
| — | AMPLIFY ENERGY CORP | $294.20万 | 0.06% | 738,620 | -11,300 | -1.5% | -$4.50万 | 减仓 |
| ETN | EATON CORPORATION | $290.30万 | 0.06% | 6,810 | 6,810 | — | $290.30万 | 新建仓 |
| BE | BLOOM ENERGY CORPOR | $287.50万 | 0.06% | 9,506 | 9,506 | — | $287.50万 | 新建仓 |
| ONB | OLD NATL BANCP IND | $282.60万 | 0.06% | 109,159 | 109,159 | — | $282.60万 | 新建仓 |
| ACCO | ACCO BRANDS CORP | $277.10万 | 0.06% | 666,656 | -447,870 | -40.2% | -$186.16万 | 减仓 |
| BN | BROOKFIELD CORP | $276.80万 | 0.06% | 65,000 | 0 | 0.0% | — | 不变 |
| SPEM | ETF S&P EMRG MKTS | $274.00万 | 0.06% | 52,916 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES | $272.20万 | 0.06% | 59,514 | 4,062 | 7.3% | $18.58万 | 加仓 |
| MNST | MONSTER BEVERAGE CRP | $268.30万 | 0.06% | 27,953 | -4 | -0.0% | -$384 | 减仓 |
| — | INOGEN INC | $266.60万 | 0.06% | 413,425 | -455 | -0.1% | -$2,934 | 减仓 |
| HLF | HERBALIFE LTD | $265.80万 | 0.06% | 202,290 | 202,290 | — | $265.80万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $264.70万 | 0.06% | 11,077 | -9,937 | -47.3% | -$237.46万 | 减仓 |
| CHRD | CHORD ENERGY CORP | $260.20万 | 0.06% | 22,767 | -540 | -2.3% | -$6.17万 | 减仓 |
| SHOE | SHOE STATION GROUP | $258.40万 | 0.06% | 174,220 | 47,580 | 37.6% | $70.57万 | 加仓 |
| NBR | NABORS INDUSTRIES LT | $256.80万 | 0.05% | 30,574 | 30,574 | — | $256.80万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC | $254.30万 | 0.05% | 59,629 | -9 | -0.0% | -$384 | 减仓 |
| FNLC | FIRST BANCORP ME | $229.70万 | 0.05% | 65,890 | -65 | -0.1% | -$2,266 | 减仓 |