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 |
|---|---|---|---|---|---|---|---|---|
| REZI | RESIDEO TECHNOLOGIES | $224.10万 | 0.05% | 72,034 | 4,910 | 7.3% | $15.28万 | 加仓 |
| YOU | CLEAR SECURE INC. | $218.40万 | 0.05% | 39,189 | -30,150 | -43.5% | -$168.03万 | 减仓 |
| — | SPOK HLDGS INC | $217.90万 | 0.05% | 212,910 | -220 | -0.1% | -$2,252 | 减仓 |
| ADI | ANALOG DEVICES INC | $214.20万 | 0.05% | 5,395 | 5,395 | — | $214.20万 | 新建仓 |
| EFA | ISHARES | $209.80万 | 0.04% | 20,200 | 3,700 | 22.4% | $38.43万 | 加仓 |
| UBSI | UNTD BKSH INC WEST V | $202.30万 | 0.04% | 44,155 | 44,155 | — | $202.30万 | 新建仓 |
| QCOM | QUALCOMM INC | $199.00万 | 0.04% | 10,773 | -193,620 | -94.7% | -$3,576.57万 | 减仓 |
| PLUS | EPLUS INC | $195.10万 | 0.04% | 23,424 | 10,099 | 75.8% | $84.12万 | 加仓 |
| INVX | INNOVEX INTERNATIONA | $192.80万 | 0.04% | 77,720 | -2,759 | -3.4% | -$6.84万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX | $186.70万 | 0.04% | 190,194 | 190,194 | — | $186.70万 | 新建仓 |
| WFC | WELLS FARGO & CO | $179.40万 | 0.04% | 21,712 | -2,018 | -8.5% | -$16.67万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $178.20万 | 0.04% | 54,432 | 10,291 | 23.3% | $33.69万 | 加仓 |
| CB | CHUBB LIMITED | $176.80万 | 0.04% | 5,189 | -501 | -8.8% | -$17.07万 | 减仓 |
| SPSM | SPDR SER TR | $176.70万 | 0.04% | 30,642 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $174.90万 | 0.04% | 11,160 | -1,315 | -10.5% | -$20.61万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $171.60万 | 0.04% | 67,622 | 67,622 | — | $171.60万 | 新建仓 |
| ASC | ARDMORE SHIPPING C | $167.90万 | 0.04% | 119,800 | -110,641 | -48.0% | -$155.06万 | 减仓 |
| SPGP | INVESCO EXCHANGETRAD | $165.10万 | 0.04% | 13,500 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CO | $156.40万 | 0.03% | 7,784 | -811 | -9.4% | -$16.30万 | 减仓 |
| CYTK | CYTOKINETICS INC | $154.20万 | 0.03% | 18,086 | 18,086 | — | $154.20万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $151.90万 | 0.03% | 50,685 | 3,578 | 7.6% | $10.72万 | 加仓 |
| GLPI | GAMING&LEISURE PPTYS | $151.60万 | 0.03% | 34,011 | -3,163 | -8.5% | -$14.10万 | 减仓 |
| CON | CONCENTRA GRP HLDGS | $142.60万 | 0.03% | 47,951 | 19,652 | 69.4% | $58.44万 | 加仓 |
| DOV | DOVER CORP | $141.70万 | 0.03% | 6,317 | -743 | -10.5% | -$16.67万 | 减仓 |
| BWIN | THE BALDWIN INSURANC | $136.50万 | 0.03% | 51,388 | 51,388 | — | $136.50万 | 新建仓 |
| MRK | MERCK & CO INC | $130.80万 | 0.03% | 10,162 | -981 | -8.8% | -$12.63万 | 减仓 |
| AMG | AFFILIATED MANAGE GR | $128.80万 | 0.03% | 3,805 | 369 | 10.7% | $12.49万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $127.60万 | 0.03% | 10,133 | -935 | -8.4% | -$11.77万 | 减仓 |
| HUM | HUMANA INC | $126.50万 | 0.03% | 3,184 | -381 | -10.7% | -$15.14万 | 减仓 |
| NWE | NORTHWESTERN ENERGY | $122.50万 | 0.03% | 17,122 | 6,621 | 63.1% | $47.37万 | 加仓 |
| SYY | SYSCO CORP | $121.50万 | 0.03% | 14,536 | -1,449 | -9.1% | -$12.11万 | 减仓 |
| CVSA | COVISTA INC | $120.50万 | 0.03% | 9,657 | 9,657 | — | $120.50万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $117.40万 | 0.03% | 9,282 | -21,980 | -70.3% | -$278.01万 | 减仓 |
| ABT | ABBOTT LABS | $117.40万 | 0.03% | 12,943 | -1,114 | -7.9% | -$10.10万 | 减仓 |
| BANR | BANNER CORPORATION | $112.80万 | 0.02% | 16,967 | 9,039 | 114.0% | $60.09万 | 加仓 |
| OC | OWENS CORNING | $112.60万 | 0.02% | 7,086 | 244 | 3.6% | $3.88万 | 加仓 |
| AWR | AMERICAN STS WTR CO | $112.60万 | 0.02% | 13,613 | 13,613 | — | $112.60万 | 新建仓 |
| JAZZ | JAZZ PHARMA PLC | $110.00万 | 0.02% | 4,568 | -401 | -8.1% | -$9.66万 | 减仓 |
| T | AT&T INC | $109.60万 | 0.02% | 52,860 | -5,275 | -9.1% | -$10.94万 | 减仓 |
| UHS | UNIVERSAL HEALTH SVC | $108.50万 | 0.02% | 7,293 | 325 | 4.7% | $4.84万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $106.20万 | 0.02% | 20,483 | 147 | 0.7% | $7,622 | 加仓 |
| BIIB | BIOGEN INC | $104.00万 | 0.02% | 4,815 | -493 | -9.3% | -$10.65万 | 减仓 |
| EEM | ISHARES | $102.60万 | 0.02% | 15,000 | 2,300 | 18.1% | $15.73万 | 加仓 |
| OII | OCEANEERING INTL INC | $99.20万 | 0.02% | 24,462 | 9,849 | 67.4% | $39.94万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH | $97.80万 | 0.02% | 39,739 | -4,604 | -10.4% | -$11.33万 | 减仓 |
| VIRT | VIRTU FINANCIAL INC | $95.30万 | 0.02% | 16,006 | -2,802 | -14.9% | -$16.68万 | 减仓 |
| RSP | INVESCO EXCHANGETRAD | $94.70万 | 0.02% | 4,450 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORPORATION | $91.60万 | 0.02% | 7,029 | -677 | -8.8% | -$8.82万 | 减仓 |
| ICLR | ICON PLC | $90.10万 | 0.02% | 5,188 | 531 | 11.4% | $9.22万 | 加仓 |
| WOR | WORTHINGTON ENTERPRI | $89.20万 | 0.02% | 16,597 | 9,496 | 133.7% | $51.04万 | 加仓 |
| VTRS | VIATRIS INC | $87.40万 | 0.02% | 55,021 | -12,709 | -18.8% | -$20.19万 | 减仓 |
| EME | EMCOR GROUP INC | $84.50万 | 0.02% | 1,018 | -260 | -20.3% | -$21.58万 | 减仓 |
| FTI | TECHNIPFMC PLC | $84.00万 | 0.02% | 12,660 | 361 | 2.9% | $2.40万 | 加仓 |
| CCK | CROWN HOLDINGS INC | $83.60万 | 0.02% | 7,476 | -1,297 | -14.8% | -$14.50万 | 减仓 |
| VNT | VONTIER CORPORATION | $79.20万 | 0.02% | 27,276 | 1,081 | 4.1% | $3.14万 | 加仓 |
| GEN | GEN DIGITAL INC | $78.50万 | 0.02% | 31,548 | 842 | 2.7% | $2.10万 | 加仓 |
| ZBH | ZIMMER BIOMET HLDS | $76.50万 | 0.02% | 8,884 | 806 | 10.0% | $6.94万 | 加仓 |
| RRC | RANGE RESOURCES CORP | $74.00万 | 0.02% | 19,907 | 516 | 2.7% | $1.92万 | 加仓 |
| — | SELECT MED HLDGS | $71.00万 | 0.02% | 42,953 | 18,488 | 75.6% | $30.56万 | 加仓 |
| COR | CENCORA INC | $59.60万 | 0.01% | 2,108 | -1 | -0.0% | -$283 | 减仓 |
| INSW | INTERNATIONAL SEAWAY | $57.90万 | 0.01% | 7,560 | -49,043 | -86.6% | -$375.61万 | 减仓 |
| DVN | DEVON ENERGY CORP | $55.90万 | 0.01% | 13,524 | 13,524 | — | $55.90万 | 新建仓 |
| WSBC | WESBANCO INC | $55.00万 | 0.01% | 14,103 | 14,103 | — | $55.00万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $54.60万 | 0.01% | 33,031 | -9,120 | -21.6% | -$15.08万 | 减仓 |
| FEOE | THE RBB FUND TRUST | $54.50万 | 0.01% | 10,200 | 10,200 | — | $54.50万 | 新建仓 |
| MDU | MDU RES GROUP INC | $53.60万 | 0.01% | 25,275 | 25,275 | — | $53.60万 | 新建仓 |
| BANC | BANC OF CALIFORNIA | $53.00万 | 0.01% | 26,005 | 26,005 | — | $53.00万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $51.00万 | 0.01% | 1,507 | 7 | 0.5% | $2,369 | 加仓 |
| PRU | PRUDENTIAL FINL | $50.30万 | 0.01% | 4,665 | -565 | -10.8% | -$6.09万 | 减仓 |
| FBK | FB FINL CORP | $49.80万 | 0.01% | 8,975 | 8,975 | — | $49.80万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS | $49.40万 | 0.01% | 20,950 | 20,950 | — | $49.40万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $48.50万 | 0.01% | 7,715 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP | $47.90万 | 0.01% | 2,010 | 199 | 11.0% | $4.74万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $45.20万 | 0.01% | 4,835 | 4,835 | — | $45.20万 | 新建仓 |
| MAT | MATTEL INC | $43.20万 | 0.01% | 31,077 | 3,114 | 11.1% | $4.33万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $40.30万 | 0.01% | 37,990 | 37,990 | — | $40.30万 | 新建仓 |
| ASB | ASSOCIATED BANC CORP | $38.20万 | 0.01% | 12,435 | 12,435 | — | $38.20万 | 新建仓 |
| VONV | VANGUARD SCOTTSDAL | $36.80万 | 0.01% | 3,460 | -65 | -1.8% | -$6,913 | 减仓 |
| EMR | EMERSON ELEC CO | $36.40万 | 0.01% | 2,545 | -305 | -10.7% | -$4.36万 | 减仓 |
| VSS | VANGUARD INTL EQUITY | $36.30万 | 0.01% | 2,350 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $35.70万 | 0.01% | 984 | -1 | -0.1% | -$363 | 减仓 |
| CRC | CALIFORNIA RESOURCES | $35.00万 | 0.01% | 6,615 | 6,615 | — | $35.00万 | 新建仓 |
| VFC | V F CORP | $34.90万 | 0.01% | 20,962 | 2,100 | 11.1% | $3.50万 | 加仓 |
| HD | HOME DEPOT INC | $34.50万 | 0.01% | 979 | -121 | -11.0% | -$4.26万 | 减仓 |
| TTAM | TITAN AMER SA | $32.90万 | 0.01% | 17,591 | 1,762 | 11.1% | $3.30万 | 加仓 |
| MGEE | MGE ENERGY INC | $32.20万 | 0.01% | 3,960 | 3,960 | — | $32.20万 | 新建仓 |
| WMG | WARNER MUSIC GROUP | $31.90万 | 0.01% | 11,777 | 1,181 | 11.1% | $3.20万 | 加仓 |
| DOX | AMDOCS LTD | $31.80万 | 0.01% | 6,300 | -755 | -10.7% | -$3.81万 | 减仓 |
| PM | PHILIP MORRIS INTL | $29.00万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $28.30万 | 0.01% | 1,684 | -16 | -0.9% | -$2,689 | 减仓 |
| — | CHART INDS INC | $27.80万 | 0.01% | 1,330 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS | $27.50万 | 0.01% | 1,215 | 0 | 0.0% | — | 不变 |
| BWA | BORG WARNER INC | $26.90万 | 0.01% | 4,050 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $26.50万 | 0.01% | 6,280 | -268,811 | -97.7% | -$1,134.31万 | 减仓 |
| INGR | INGREDION INCORPRTD | $25.90万 | 0.01% | 2,732 | 273 | 11.1% | $2.59万 | 加仓 |
| VEU | VANGUARD INTL EQUITY | $25.40万 | 0.01% | 3,036 | -314 | -9.4% | -$2.63万 | 减仓 |
| NXPI | NXP SEMICONDUCTR | $25.30万 | 0.01% | 900 | -74 | -7.6% | -$2.08万 | 重新持有 |
| BMY | BRISTOL MYERS SQUIBB | $25.20万 | 0.01% | 4,380 | -545 | -11.1% | -$3.14万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $23.90万 | 0.01% | 5,520 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $23.90万 | 0.01% | 2,964 | 298 | 11.2% | $2.40万 | 加仓 |