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 |
|---|---|---|---|---|---|---|---|---|
| ANIP | ANI PHARMACEUTICALS | $217.60万 | 0.05% | 28,314 | 28,314 | — | $217.60万 | 新建仓 |
| — | ATKORE INC | $213.40万 | 0.05% | 36,229 | 3,217 | 9.7% | $18.95万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $211.70万 | 0.05% | 81,241 | -3,518 | -4.2% | -$9.17万 | 减仓 |
| MNST | MONSTER BEVERAGE CRP | $202.40万 | 0.05% | 27,957 | 27,957 | — | $202.40万 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTY | $202.00万 | 0.05% | 40,294 | 3,576 | 9.7% | $17.93万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $200.50万 | 0.05% | 47,107 | -32,921 | -41.1% | -$140.12万 | 减仓 |
| SHOE | SHOE CARNIVAL INC | $197.30万 | 0.05% | 126,640 | -420 | -0.3% | -$6,543 | 减仓 |
| INVX | INNOVEX INTERNATIONA | $196.20万 | 0.05% | 80,479 | 80,479 | — | $196.20万 | 新建仓 |
| NVS | NOVARTIS AG | $190.60万 | 0.05% | 12,475 | -372 | -2.9% | -$5.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $188.80万 | 0.05% | 23,730 | 2,251 | 10.5% | $17.91万 | 加仓 |
| APOG | APOGEE ENTERPRISES | $186.00万 | 0.05% | 55,452 | 4,924 | 9.7% | $16.52万 | 加仓 |
| CB | CHUBB LIMITED | $185.40万 | 0.05% | 5,690 | -197 | -3.3% | -$6.42万 | 减仓 |
| FNLC | FIRST BANCORP ME | $184.90万 | 0.05% | 65,955 | -390 | -0.6% | -$1.09万 | 减仓 |
| T | AT&T INC | $168.50万 | 0.04% | 58,135 | 7,550 | 14.9% | $21.88万 | 加仓 |
| — | ATLAS COPCO AB | $167.40万 | 0.04% | 100,000 | 100,000 | — | $167.40万 | 新建仓 |
| GLPI | GAMING&LEISURE PPTYS | $165.10万 | 0.04% | 37,174 | -1,521 | -3.9% | -$6.76万 | 减仓 |
| EFA | ISHARES | $160.30万 | 0.04% | 16,500 | 1,600 | 10.7% | $15.54万 | 加仓 |
| COF | CAPITAL ONE FINL CO | $156.90万 | 0.04% | 8,595 | -408 | -4.5% | -$7.45万 | 减仓 |
| SPSM | SPDR SER TR | $148.00万 | 0.04% | 30,642 | -4,200 | -12.1% | -$20.29万 | 减仓 |
| — | DUNHAM FDS | $147.90万 | 0.04% | 63,593 | 63,593 | — | $147.90万 | 新建仓 |
| DOV | DOVER CORP | $147.20万 | 0.04% | 7,060 | -270 | -3.7% | -$5.63万 | 减仓 |
| SPGP | INVESCO EXCHANGETRAD | $145.30万 | 0.04% | 13,500 | -1,700 | -11.2% | -$18.30万 | 减仓 |
| ABT | ABBOTT LABS | $144.30万 | 0.04% | 14,057 | -589 | -4.0% | -$6.05万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $140.80万 | 0.03% | 11,068 | -424 | -3.7% | -$5.39万 | 减仓 |
| MRK | MERCK & CO INC | $133.90万 | 0.03% | 11,143 | -637 | -5.4% | -$7.65万 | 减仓 |
| CRM | SALESFORCE INC | $133.70万 | 0.03% | 7,161 | -280 | -3.8% | -$5.23万 | 减仓 |
| UHS | UNIVERSAL HEALTH SVC | $124.60万 | 0.03% | 6,968 | 911 | 15.0% | $16.29万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $117.00万 | 0.03% | 44,141 | 1,711 | 4.0% | $4.54万 | 加仓 |
| — | NORTH SQ INVSTMNTS T | $115.30万 | 0.03% | 116,855 | 1,184 | 1.0% | $1.17万 | 加仓 |
| SYY | SYSCO CORP | $113.80万 | 0.03% | 15,985 | -6,420 | -28.7% | -$45.71万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $107.30万 | 0.03% | 20,336 | 1,107 | 5.8% | $5.84万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH | $106.10万 | 0.03% | 44,343 | -1,337 | -2.9% | -$3.20万 | 减仓 |
| PLUS | EPLUS INC | $100.20万 | 0.02% | 13,325 | 1,067 | 8.7% | $8.02万 | 加仓 |
| PEG | PUBLIC SVC ENTERPR | $97.50万 | 0.02% | 12,062 | -572 | -4.5% | -$4.62万 | 减仓 |
| BIIB | BIOGEN INC | $97.40万 | 0.02% | 5,308 | -173 | -3.2% | -$3.17万 | 减仓 |
| AMG | AFFILIATED MANAGE GR | $95.00万 | 0.02% | 3,436 | 249 | 7.8% | $6.88万 | 加仓 |
| EME | EMCOR GROUP INC | $94.40万 | 0.02% | 1,278 | 72 | 6.0% | $5.32万 | 加仓 |
| JAZZ | JAZZ PHARMA PLC | $93.90万 | 0.02% | 4,969 | 306 | 6.6% | $5.78万 | 加仓 |
| TGT | TARGET CORPORATION | $93.30万 | 0.02% | 7,706 | -7,610 | -49.7% | -$92.14万 | 减仓 |
| FLR | FLUOR CORPORATION | $93.30万 | 0.02% | 19,996 | 1,186 | 6.3% | $5.53万 | 加仓 |
| VNT | VONTIER CORPORATION | $92.90万 | 0.02% | 26,195 | 2,265 | 9.5% | $8.03万 | 加仓 |
| VTRS | VIATRIS INC | $91.50万 | 0.02% | 67,730 | -11,794 | -14.8% | -$15.93万 | 减仓 |
| CCK | CROWN HOLDINGS INC | $88.00万 | 0.02% | 8,773 | 736 | 9.2% | $7.38万 | 加仓 |
| RRC | RANGE RESOURCES CORP | $87.60万 | 0.02% | 19,391 | -730 | -3.6% | -$3.30万 | 减仓 |
| — | EUROPACIFIC GROWTH F | $86.40万 | 0.02% | 14,734 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGETRAD | $85.40万 | 0.02% | 4,450 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $85.00万 | 0.02% | 12,299 | -5,600 | -31.3% | -$38.70万 | 减仓 |
| VIRT | VIRTU FINANCIAL INC | $82.70万 | 0.02% | 18,808 | -7,073 | -27.3% | -$31.10万 | 减仓 |
| — | GOLDMAN SACHS TR | $80.20万 | 0.02% | 48,161 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES | $79.40万 | 0.02% | 3,200 | -229,000 | -98.6% | -$5,682.06万 | 减仓 |
| DHT | DHT HOLDINGS INC | $77.00万 | 0.02% | 42,151 | -20,108 | -32.3% | -$36.73万 | 减仓 |
| OC | OWENS CORNING | $74.00万 | 0.02% | 6,842 | 3,204 | 88.1% | $34.65万 | 加仓 |
| ZBH | ZIMMER BIOMET HLDS | $73.00万 | 0.02% | 8,078 | 595 | 8.0% | $5.38万 | 加仓 |
| EEM | ISHARES | $72.10万 | 0.02% | 12,700 | 5,400 | 74.0% | $30.66万 | 加仓 |
| — | ROWE T PRICE INTL FD | $70.80万 | 0.02% | 15,496 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY | $69.20万 | 0.02% | 10,501 | -88 | -0.8% | -$5,799 | 减仓 |
| — | COTERRA ENERGY INC | $66.60万 | 0.02% | 18,971 | 5,833 | 44.4% | $20.48万 | 加仓 |
| COR | CENCORA INC | $66.30万 | 0.02% | 2,109 | -167 | -7.3% | -$5.25万 | 减仓 |
| — | JANUS HENDERSON PLC | $66.00万 | 0.02% | 12,852 | 5,349 | 71.3% | $27.47万 | 加仓 |
| HUM | HUMANA INC | $61.90万 | 0.02% | 3,565 | -176 | -4.7% | -$3.06万 | 减仓 |
| CON | CONCENTRA GRP HLDGS | $60.70万 | 0.01% | 28,299 | 10,896 | 62.6% | $23.37万 | 加仓 |
| FFBC | FIRST FINL BANCORP | $59.00万 | 0.01% | 21,116 | 21,116 | — | $59.00万 | 新建仓 |
| GEN | GEN DIGITAL INC | $57.90万 | 0.01% | 30,706 | 5,472 | 21.7% | $10.32万 | 加仓 |
| IWP | ISHARES | $55.10万 | 0.01% | 4,300 | -2,500 | -36.8% | -$32.03万 | 减仓 |
| — | VIRTUS OPPORTUNITIES | $54.20万 | 0.01% | 28,106 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $51.80万 | 0.01% | 14,613 | 215 | 1.5% | $7,621 | 加仓 |
| ICLR | ICON PLC | $51.50万 | 0.01% | 4,657 | 2,736 | 142.4% | $30.26万 | 加仓 |
| PRU | PRUDENTIAL FINL | $51.10万 | 0.01% | 5,230 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORPORATION | $48.10万 | 0.01% | 7,928 | -66 | -0.8% | -$4,004 | 减仓 |
| DOX | AMDOCS LTD | $46.00万 | 0.01% | 7,055 | 0 | 0.0% | — | 不变 |
| — | INTERNATIONAL GRW & | $46.00万 | 0.01% | 10,165 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $45.40万 | 0.01% | 1,500 | -130 | -8.0% | -$3.93万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $45.30万 | 0.01% | 7,715 | -680 | -8.1% | -$3.99万 | 减仓 |
| SIMO | SILICON MOTION TECH | $44.30万 | 0.01% | 3,961 | -23 | -0.6% | -$2,572 | 减仓 |
| — | PRUDENTIAL WORLD FD | $42.90万 | 0.01% | 12,605 | -44,186 | -77.8% | -$150.38万 | 减仓 |
| MAT | MATTEL INC | $40.60万 | 0.01% | 27,963 | -9,310 | -25.0% | -$13.52万 | 减仓 |
| — | SELECT MED HLDGS | $39.90万 | 0.01% | 24,465 | -288,785 | -92.2% | -$470.98万 | 减仓 |
| — | HARRIS ASSOC INVT TR | $38.30万 | 0.01% | 15,801 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $37.30万 | 0.01% | 2,850 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRI | $37.00万 | 0.01% | 7,101 | 7,101 | — | $37.00万 | 新建仓 |
| HD | HOME DEPOT INC | $36.20万 | 0.01% | 1,100 | 30 | 2.8% | $9,873 | 加仓 |
| TMUS | T-MOBILE US INC | $35.70万 | 0.01% | 1,700 | -105,793 | -98.4% | -$2,221.65万 | 减仓 |
| AMGN | AMGEN INC | $34.60万 | 0.01% | 985 | -69 | -6.5% | -$2.42万 | 减仓 |
| VSS | VANGUARD INTL EQUITY | $34.30万 | 0.01% | 2,350 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP | $33.90万 | 0.01% | 1,811 | 148 | 8.9% | $2.77万 | 加仓 |
| ANF | ABERCROMBIE & FITCH | $33.20万 | 0.01% | 3,635 | -486 | -11.8% | -$4.44万 | 减仓 |
| VONV | VANGUARD SCOTTSDAL | $33.00万 | 0.01% | 3,525 | 3,525 | — | $33.00万 | 新建仓 |
| VFC | V F CORP | $32.10万 | 0.01% | 18,862 | -15,923 | -45.8% | -$27.10万 | 减仓 |
| — | HONEYWELL INTL INC | $31.40万 | 0.01% | 1,390 | -124 | -8.2% | -$2.80万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB | $29.90万 | 0.01% | 4,925 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $29.50万 | 0.01% | 7,080 | 7,080 | — | $29.50万 | 新建仓 |
| ECL | ECOLAB INC | $28.20万 | 0.01% | 1,058 | -10,916 | -91.2% | -$290.96万 | 减仓 |
| — | EQUUS INVEST | $27.70万 | 0.01% | 276,653 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INCORPRTD | $27.70万 | 0.01% | 2,459 | 203 | 9.0% | $2.29万 | 加仓 |
| — | CHART INDS INC | $27.50万 | 0.01% | 1,330 | -115 | -8.0% | -$2.38万 | 减仓 |
| WMG | WARNER MUSIC GROUP | $27.10万 | 0.01% | 10,596 | 10,596 | — | $27.10万 | 新建仓 |
| PM | PHILIP MORRIS INTL | $26.50万 | 0.01% | 1,600 | -124 | -7.2% | -$2.05万 | 减仓 |
| VEU | VANGUARD INTL EQUITY | $25.20万 | 0.01% | 3,350 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $25.00万 | 0.01% | 5,520 | -31,785 | -85.2% | -$143.95万 | 减仓 |
| DKS | DICKS SPORTING GOODS | $24.10万 | 0.01% | 1,215 | -6,039 | -83.3% | -$119.79万 | 减仓 |