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 |
|---|---|---|---|---|---|---|---|---|
| EPRT | ESSENTIAL PPTYS RLTY | $23.40万 | 0.00% | 7,815 | 7,815 | — | $23.40万 | 新建仓 |
| A | AGILENT TECHN INC | $22.60万 | 0.00% | 1,700 | -147 | -8.0% | -$1.95万 | 重新持有 |
| — | JANUS HENDERSON PLC | $21.80万 | 0.00% | 4,190 | -8,662 | -67.4% | -$45.07万 | 减仓 |
| PEG | PUBLIC SVC ENTERPR | $21.70万 | 0.00% | 2,670 | -9,392 | -77.9% | -$76.33万 | 减仓 |
| DNOW | DNOW INC | $19.90万 | 0.00% | 15,360 | -772,885 | -98.1% | -$1,001.33万 | 减仓 |
| HE | HAWAIIAN ELEC INDS | $19.80万 | 0.00% | 14,645 | -492,743 | -97.1% | -$666.19万 | 减仓 |
| — | NORTH SQ INVSTMNTS T | $0 | 0.00% | 0 | -2,591,544 | -100.0% | -$4,255.30万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -268,258 | -100.0% | -$2,324.30万 | 清仓 |
| IEI | ISHARES | $0 | 0.00% | 0 | -189,900 | -100.0% | -$2,252.20万 | 清仓 |
| — | NORTH SQ INVSTMNTS T | $0 | 0.00% | 0 | -1,395,679 | -100.0% | -$1,815.80万 | 清仓 |
| — | NORTH SQUARE INVESTM | $0 | 0.00% | 0 | -1,174,929 | -100.0% | -$1,539.10万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -216,756 | -100.0% | -$1,504.60万 | 清仓 |
| LNC | LINCOLN NATL CORP | $0 | 0.00% | 0 | -372,851 | -100.0% | -$1,323.50万 | 清仓 |
| — | WHITECAP RESOURCES | $0 | 0.00% | 0 | -990,247 | -100.0% | -$1,115.00万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -162,419 | -100.0% | -$1,040.60万 | 清仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | -274,136 | -100.0% | -$839.40万 | 清仓 |
| — | SUN COUNTRY AIRLINES | $0 | 0.00% | 0 | -429,190 | -100.0% | -$709.00万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -458,350 | -100.0% | -$704.20万 | 清仓 |
| BHE | BENCHMARK ELECTRS | $0 | 0.00% | 0 | -120,435 | -100.0% | -$675.10万 | 清仓 |
| CASH | PATHWARD FINANCIAL | $0 | 0.00% | 0 | -64,051 | -100.0% | -$571.40万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -21,712 | -100.0% | -$516.90万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -33,372 | -100.0% | -$477.10万 | 清仓 |
| — | TAYLOR MORRISON HO | $0 | 0.00% | 0 | -81,643 | -100.0% | -$475.30万 | 清仓 |
| IBKR | INTERACTIVE BROKERS | $0 | 0.00% | 0 | -69,834 | -100.0% | -$468.40万 | 清仓 |
| PAAS | PAN AMERICAN SILVER | $0 | 0.00% | 0 | -81,268 | -100.0% | -$443.90万 | 清仓 |
| KE | KIMBALL ELECTRONICS | $0 | 0.00% | 0 | -179,700 | -100.0% | -$425.70万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -451,705 | -100.0% | -$384.40万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE I | $0 | 0.00% | 0 | -36,885 | -100.0% | -$340.00万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -34,879 | -100.0% | -$327.80万 | 清仓 |
| — | NORTH SQUARE INVESTM | $0 | 0.00% | 0 | -352,480 | -100.0% | -$308.80万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY | $0 | 0.00% | 0 | -5,928 | -100.0% | -$287.50万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -8,682 | -100.0% | -$285.50万 | 清仓 |
| CLMB | CLIMB GLOBAL SOLUTIO | $0 | 0.00% | 0 | -131,520 | -100.0% | -$260.60万 | 清仓 |
| RCL | ROYAL CARIBBEAN | $0 | 0.00% | 0 | -9,349 | -100.0% | -$257.20万 | 清仓 |
| — | BEAZER HOMES USA | $0 | 0.00% | 0 | -132,540 | -100.0% | -$255.10万 | 清仓 |
| — | ATLAS COPCO AB | $0 | 0.00% | 0 | -100,000 | -100.0% | -$167.40万 | 清仓 |
| — | DUNHAM FDS | $0 | 0.00% | 0 | -63,593 | -100.0% | -$147.90万 | 清仓 |
| — | NORTH SQ INVSTMNTS T | $0 | 0.00% | 0 | -116,855 | -100.0% | -$115.30万 | 清仓 |
| — | EUROPACIFIC GROWTH F | $0 | 0.00% | 0 | -14,734 | -100.0% | -$86.40万 | 清仓 |
| — | GOLDMAN SACHS TR | $0 | 0.00% | 0 | -48,161 | -100.0% | -$80.20万 | 清仓 |
| — | ROWE T PRICE INTL FD | $0 | 0.00% | 0 | -15,496 | -100.0% | -$70.80万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -18,971 | -100.0% | -$66.60万 | 清仓 |
| IWP | ISHARES | $0 | 0.00% | 0 | -4,300 | -100.0% | -$55.10万 | 清仓 |
| — | VIRTUS OPPORTUNITIES | $0 | 0.00% | 0 | -28,106 | -100.0% | -$54.20万 | 清仓 |
| — | INTERNATIONAL GRW & | $0 | 0.00% | 0 | -10,165 | -100.0% | -$46.00万 | 清仓 |
| SIMO | SILICON MOTION TECH | $0 | 0.00% | 0 | -3,961 | -100.0% | -$44.30万 | 清仓 |
| — | PRUDENTIAL WORLD FD | $0 | 0.00% | 0 | -12,605 | -100.0% | -$42.90万 | 清仓 |
| — | HARRIS ASSOC INVT TR | $0 | 0.00% | 0 | -15,801 | -100.0% | -$38.30万 | 清仓 |
| ANF | ABERCROMBIE & FITCH | $0 | 0.00% | 0 | -3,635 | -100.0% | -$33.20万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,390 | -100.0% | -$31.40万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -7,080 | -100.0% | -$29.50万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,058 | -100.0% | -$28.20万 | 清仓 |
| — | EQUUS INVEST | $0 | 0.00% | 0 | -276,653 | -100.0% | -$27.70万 | 清仓 |
| — | GOLDMAN SACHS TR | $0 | 0.00% | 0 | -7,287 | -100.0% | -$22.80万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -767 | -100.0% | -$21.60万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,023 | -100.0% | -$21.10万 | 清仓 |