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 |
|---|---|---|---|---|---|---|---|---|
| TTAM | TITAN AMER SA | $23.70万 | 0.01% | 15,829 | 15,829 | — | $23.70万 | 新建仓 |
| — | GOLDMAN SACHS TR | $22.80万 | 0.01% | 7,287 | 0 | 0.0% | — | 不变 |
| BWA | BORG WARNER INC | $22.00万 | 0.01% | 4,050 | -26,504 | -86.7% | -$143.97万 | 重新持有 |
| CLS | CELESTICA INC | $21.60万 | 0.01% | 767 | -6,126 | -88.9% | -$172.52万 | 减仓 |
| NET | CLOUDFLARE INC | $21.10万 | 0.01% | 1,023 | -9,562 | -90.3% | -$197.22万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $21.10万 | 0.01% | 2,666 | 2,666 | — | $21.10万 | 新建仓 |
| MHO | M/I HOMES INC | $20.40万 | 0.01% | 1,666 | 1,666 | — | $20.40万 | 新建仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -925,035 | -100.0% | -$1,326.80万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -147,300 | -100.0% | -$1,263.40万 | 清仓 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -175,415 | -100.0% | -$750.50万 | 清仓 |
| VPG | VISHAY PRECISION GR | $0 | 0.00% | 0 | -184,690 | -100.0% | -$711.10万 | 清仓 |
| PK | PARK HOTELS RESORTS | $0 | 0.00% | 0 | -615,286 | -100.0% | -$643.50万 | 清仓 |
| HDEF | DBX ETF TR | $0 | 0.00% | 0 | -185,973 | -100.0% | -$576.20万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -89,341 | -100.0% | -$543.30万 | 清仓 |
| TTI | TETRA TECHNOLOGIES | $0 | 0.00% | 0 | -579,100 | -100.0% | -$542.40万 | 清仓 |
| — | NEW GOLD INC | $0 | 0.00% | 0 | -564,731 | -100.0% | -$491.80万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -166,827 | -100.0% | -$481.80万 | 清仓 |
| FG | F&G ANNUITIES & LIFE | $0 | 0.00% | 0 | -144,764 | -100.0% | -$446.60万 | 清仓 |
| CXW | CORECIVIC INC | $0 | 0.00% | 0 | -226,051 | -100.0% | -$432.10万 | 清仓 |
| EEFT | EURONET WORLDWIDE | $0 | 0.00% | 0 | -50,727 | -100.0% | -$386.20万 | 清仓 |
| — | SIGA TECHNOLOGIES | $0 | 0.00% | 0 | -627,870 | -100.0% | -$383.50万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | -71,237 | -100.0% | -$378.10万 | 清仓 |
| NATR | NATURE SUNSHINE PROD | $0 | 0.00% | 0 | -146,757 | -100.0% | -$316.70万 | 清仓 |
| TDG | TRANSDIGM GROUP | $0 | 0.00% | 0 | -1,929 | -100.0% | -$256.80万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGHC | SUPER GROUP (SGHC) | $0 | 0.00% | 0 | -186,742 | -100.0% | -$222.90万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS | $0 | 0.00% | 0 | -49,687 | -100.0% | -$210.90万 | 清仓 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -163,481 | -100.0% | -$192.80万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -8,328 | -100.0% | -$186.30万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -3,170 | -100.0% | -$180.30万 | 清仓 |
| AZN | ASTRAZENECA | $0 | 0.00% | 0 | -9,068 | -100.0% | -$166.90万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE | $0 | 0.00% | 0 | -6,374 | -100.0% | -$163.40万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -6,799 | -100.0% | -$149.30万 | 清仓 |
| — | CYBERARK SOFTWARE | $0 | 0.00% | 0 | -3,227 | -100.0% | -$143.80万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -6,051 | -100.0% | -$139.30万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH | $0 | 0.00% | 0 | -34,456 | -100.0% | -$128.90万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -2,326 | -100.0% | -$108.20万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -7,638 | -100.0% | -$104.10万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -4,465 | -100.0% | -$100.20万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -12,161 | -100.0% | -$83.20万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -8,354 | -100.0% | -$67.60万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -27,350 | -100.0% | -$65.90万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE | $0 | 0.00% | 0 | -3,530 | -100.0% | -$65.50万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -3,062 | -100.0% | -$62.40万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -7,374 | -100.0% | -$53.00万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -2,065 | -100.0% | -$50.30万 | 清仓 |
| TSEM | TOWER SEMICONDUCTO | $0 | 0.00% | 0 | -3,199 | -100.0% | -$37.50万 | 清仓 |
| VSH | VISHAY INTERTECH | $0 | 0.00% | 0 | -23,609 | -100.0% | -$34.20万 | 清仓 |
| A | AGILENT TECHN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | WALT DISNEY CO | $0 | 0.00% | 0 | -2,159 | -100.0% | -$24.60万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIE | $0 | 0.00% | 0 | -14,125 | -100.0% | -$22.70万 | 清仓 |
| NXPI | NXP SEMICONDUCTR | $0 | 0.00% | 0 | — | — | — | 申报中断 |