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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.02亿 | 4.30% | 696,554 | 214,823 | 44.6% | $6,216.09万 | 加仓 |
| NVDA | NVIDIA CORP | $1.51亿 | 3.23% | 755,575 | 52,613 | 7.5% | $1,052.73万 | 加仓 |
| AMZN | AMAZON COM INC | $1.26亿 | 2.69% | 528,300 | 214,111 | 68.1% | $5,102.88万 | 加仓 |
| SPY | STATE ST SPDR S&P500 | $1.21亿 | 2.58% | 161,730 | 32,290 | 24.9% | $2,411.32万 | 加仓 |
| GOOGL | ALPHABET INC | $1.15亿 | 2.45% | 321,210 | 46,565 | 17.0% | $1,664.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.13亿 | 2.41% | 153,111 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX TR | $1.05亿 | 2.25% | 1,224,556 | 11,482 | 0.9% | $98.91万 | 加仓 |
| VTV | VANGUARD INDEX TR | $8,000.00万 | 1.71% | 367,088 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $6,398.60万 | 1.37% | 60,087 | -10,545 | -14.9% | -$1,122.93万 | 减仓 |
| USB | US BANCORP DEL | $6,282.30万 | 1.34% | 1,040,134 | -3,480 | -0.3% | -$21.02万 | 减仓 |
| CMI | CUMMINS INC | $5,836.10万 | 1.25% | 81,820 | -7,510 | -8.4% | -$535.68万 | 减仓 |
| AVGO | BROADCOM INC | $5,834.30万 | 1.25% | 154,440 | -7,534 | -4.7% | -$284.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,579.10万 | 1.19% | 219,688 | -3,097 | -1.4% | -$78.65万 | 减仓 |
| IWM | ISHARES | $5,420.80万 | 1.16% | 180,421 | 177,221 | 5,538.2% | $5,324.66万 | 加仓 |
| DAL | DELTA AIR LINES | $5,053.40万 | 1.08% | 539,602 | -5,720 | -1.0% | -$53.57万 | 减仓 |
| EZU | ISHARES INC | $5,009.70万 | 1.07% | 720,820 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE | $4,904.50万 | 1.05% | 370,075 | 60,483 | 19.5% | $801.56万 | 加仓 |
| C | CITIGROUP INC | $4,742.70万 | 1.01% | 338,868 | -3,149 | -0.9% | -$44.07万 | 减仓 |
| GOOG | ALPHABET INC | $4,726.90万 | 1.01% | 133,777 | -7,342 | -5.2% | -$259.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,714.30万 | 1.01% | 144,025 | -2,499 | -1.7% | -$81.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,540.10万 | 0.97% | 121,715 | -118,223 | -49.3% | -$4,409.84万 | 减仓 |
| BNY | BANK OF NEW YORK MEL | $4,140.00万 | 0.88% | 286,303 | -31,814 | -10.0% | -$460.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $4,064.40万 | 0.87% | 564,821 | 49,879 | 9.7% | $358.92万 | 加仓 |
| VZ | VERIZON COMMUNICATIO | $4,003.80万 | 0.86% | 945,654 | 157,732 | 20.0% | $667.82万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $3,878.20万 | 0.83% | 330,194 | -349,999 | -51.5% | -$4,110.81万 | 减仓 |
| CVX | CHEVRON CORP | $3,764.30万 | 0.80% | 227,111 | 17,138 | 8.2% | $284.06万 | 加仓 |
| TSLA | TESLA INC | $3,756.20万 | 0.80% | 89,311 | -3,252 | -3.5% | -$136.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP | $3,749.90万 | 0.80% | 37,079 | -789 | -2.1% | -$79.79万 | 减仓 |
| ABBV | ABBVIE INC | $3,608.60万 | 0.77% | 143,403 | 17,383 | 13.8% | $437.43万 | 加仓 |
| SYF | SYNCHRONY FINL | $3,397.50万 | 0.73% | 446,750 | -3,354 | -0.7% | -$25.51万 | 减仓 |
| AMD | ADV MICRO DEVICES | $3,346.40万 | 0.71% | 57,607 | -8,151 | -12.4% | -$473.49万 | 减仓 |
| LLY | LILLY ELI & CO | $3,296.50万 | 0.70% | 27,478 | -1,610 | -5.5% | -$193.15万 | 减仓 |
| XLV | SELECT SECTOR SPDR | $3,205.60万 | 0.68% | 202,041 | 202,041 | — | $3,205.60万 | 新建仓 |
| EOG | EOG RESOURCES INC | $3,195.10万 | 0.68% | 246,309 | -3,532 | -1.4% | -$45.82万 | 减仓 |
| GM | GENERAL MOTORS CO | $3,149.30万 | 0.67% | 408,559 | 62,444 | 18.0% | $481.34万 | 加仓 |
| KLAC | KLA CORPORATION | $2,761.10万 | 0.59% | 91,520 | -79,980 | -46.6% | -$2,412.95万 | 减仓 |
| DUK | DUKE ENERGY CORP | $2,744.70万 | 0.59% | 216,822 | -2,031 | -0.9% | -$25.71万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,710.50万 | 0.58% | 308,846 | 35,381 | 12.9% | $310.51万 | 加仓 |
| SHEL | SHELL PLC | $2,680.70万 | 0.57% | 345,744 | -3,466 | -1.0% | -$26.87万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $2,586.40万 | 0.55% | 66,878 | 66,878 | — | $2,586.40万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDAL | $2,585.70万 | 0.55% | 212,943 | -166,968 | -43.9% | -$2,027.44万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL | $2,544.60万 | 0.54% | 55,466 | -620 | -1.1% | -$28.44万 | 减仓 |
| NUE | NUCOR CORP | $2,529.20万 | 0.54% | 113,540 | -1,085 | -0.9% | -$24.17万 | 减仓 |
| IBM | INTL BUSINESS MCHN | $2,507.30万 | 0.54% | 89,165 | -17,659 | -16.5% | -$496.57万 | 减仓 |
| SPG | SIMON PPTY INC | $2,442.20万 | 0.52% | 109,192 | -989 | -0.9% | -$22.12万 | 减仓 |
| CRM | SALESFORCE INC | $2,436.70万 | 0.52% | 155,537 | 148,376 | 2,072.0% | $2,324.51万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS | $2,426.40万 | 0.52% | 281,078 | 49,976 | 21.6% | $431.42万 | 加仓 |
| CCEP | COCA-COLA EUROPACI | $2,215.80万 | 0.47% | 221,337 | -2,041 | -0.9% | -$20.43万 | 减仓 |
| URI | UNITED RENTALS INC | $2,182.10万 | 0.47% | 19,263 | -7,631 | -28.4% | -$864.43万 | 减仓 |
| CI | THE CIGNA GROUP | $2,177.00万 | 0.46% | 78,966 | 12,126 | 18.1% | $334.30万 | 加仓 |
| PFE | PFIZER INC | $2,141.80万 | 0.46% | 889,436 | 126,728 | 16.6% | $305.17万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $2,100.20万 | 0.45% | 482,271 | 21,955 | 4.8% | $95.61万 | 加仓 |
| VEA | VANGUARD TAX MANAGED | $2,097.90万 | 0.45% | 294,443 | -22,602 | -7.1% | -$161.04万 | 减仓 |
| TPR | TAPESTRY INC | $2,050.90万 | 0.44% | 140,107 | 140,107 | — | $2,050.90万 | 新建仓 |
| V | VISA INC | $2,026.60万 | 0.43% | 59,073 | -2,429 | -3.9% | -$83.33万 | 减仓 |
| FOXA | FOX CORPORATION | $2,026.40万 | 0.43% | 388,436 | -3,981 | -1.0% | -$20.77万 | 减仓 |
| INTU | INTUIT | $1,998.00万 | 0.43% | 76,538 | 73,149 | 2,158.4% | $1,909.53万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $1,957.00万 | 0.42% | 75,128 | -754 | -1.0% | -$19.64万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,948.40万 | 0.42% | 54,946 | -56,763 | -50.8% | -$2,012.83万 | 减仓 |
| DG | DOLLAR GEN CORP | $1,943.00万 | 0.41% | 168,805 | 36,305 | 27.4% | $417.88万 | 加仓 |
| EBAY | EBAY INC | $1,892.20万 | 0.40% | 169,308 | 90,728 | 115.5% | $1,013.98万 | 加仓 |
| AMAT | APPLIED MATERIALS | $1,886.60万 | 0.40% | 26,096 | 26,096 | — | $1,886.60万 | 新建仓 |
| VXUS | VANGUARD STAR FUND | $1,881.10万 | 0.40% | 220,037 | -25,743 | -10.5% | -$220.08万 | 减仓 |
| GSL | GLOBAL SHIP LEASE | $1,820.40万 | 0.39% | 484,114 | 25,644 | 5.6% | $96.43万 | 加仓 |
| GD | GENERAL DYNAMICS | $1,813.20万 | 0.39% | 51,193 | -1,269 | -2.4% | -$44.95万 | 减仓 |
| LRCX | LAM RESEARCH CORPORA | $1,785.40万 | 0.38% | 41,199 | -702 | -1.7% | -$30.42万 | 减仓 |
| HCSG | HEALTHCARE SVCS GRP | $1,767.60万 | 0.38% | 719,619 | -28,305 | -3.8% | -$69.53万 | 减仓 |
| NFLX | NETFLIX INC | $1,759.80万 | 0.38% | 246,484 | 2,472 | 1.0% | $17.65万 | 加仓 |
| HWC | HANCOCK WHITNEY CORP | $1,743.10万 | 0.37% | 233,269 | 50,904 | 27.9% | $380.38万 | 加仓 |
| MTX | MINERALS TECHNOLOGS | $1,719.80万 | 0.37% | 232,504 | 26,930 | 13.1% | $199.20万 | 加仓 |
| NTAP | NETAPP INC COM | $1,700.90万 | 0.36% | 109,901 | 109,901 | — | $1,700.90万 | 新建仓 |
| DELL | DELL TECHNOLOGIES IN | $1,689.20万 | 0.36% | 39,135 | 16,366 | 71.9% | $706.41万 | 加仓 |
| EIX | EDISON INTL | $1,678.30万 | 0.36% | 225,416 | -2,174 | -1.0% | -$16.19万 | 减仓 |
| DGX | QUEST DIAGNOSTICS | $1,611.00万 | 0.34% | 76,028 | -686 | -0.9% | -$14.54万 | 减仓 |
| GE | GE AEROSPACE | $1,539.20万 | 0.33% | 41,185 | -4,209 | -9.3% | -$157.30万 | 减仓 |
| SNY | SANOFI | $1,537.40万 | 0.33% | 360,443 | -2,982 | -0.8% | -$12.72万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $1,537.20万 | 0.33% | 247,985 | 50,613 | 25.6% | $313.74万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,529.80万 | 0.33% | 174,083 | 0 | 0.0% | — | 不变 |
| OFG | OFG BANCORP | $1,506.50万 | 0.32% | 307,009 | 62,656 | 25.6% | $307.45万 | 加仓 |
| MA | MASTERCARD INC | $1,481.90万 | 0.32% | 28,853 | -1,207 | -4.0% | -$61.99万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $1,434.00万 | 0.31% | 734,313 | 413,595 | 129.0% | $807.69万 | 加仓 |
| WPC | WP CAREY INC | $1,425.10万 | 0.30% | 199,368 | -1,838 | -0.9% | -$13.14万 | 减仓 |
| CF | CF INDUSTRIES HLDGS | $1,422.20万 | 0.30% | 131,366 | -2,443 | -1.8% | -$26.45万 | 减仓 |
| COST | COSTCO WHSL CORP | $1,412.60万 | 0.30% | 15,097 | -719 | -4.5% | -$67.28万 | 减仓 |
| RTX | RTX CORPORATION | $1,409.50万 | 0.30% | 74,289 | -584 | -0.8% | -$11.08万 | 减仓 |
| NBIS | NEBIUS GROUP N V | $1,380.90万 | 0.29% | 50,000 | 0 | 0.0% | — | 不变 |
| CVLG | COVENANT LOGISTICS | $1,370.30万 | 0.29% | 310,221 | 10,500 | 3.5% | $46.38万 | 加仓 |
| EXE | EXPAND ENERGY CORP | $1,325.50万 | 0.28% | 145,359 | -1,371 | -0.9% | -$12.50万 | 减仓 |
| ABCB | AMERIS BANCORP | $1,323.40万 | 0.28% | 146,609 | 29,931 | 25.7% | $270.18万 | 加仓 |
| EFV | ISHARES | $1,320.20万 | 0.28% | 172,522 | -15,043 | -8.0% | -$115.11万 | 减仓 |
| LOW | LOWES CO | $1,310.20万 | 0.28% | 59,426 | -574 | -1.0% | -$12.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,309.50万 | 0.28% | 19,067 | -639 | -3.2% | -$43.89万 | 减仓 |
| META | META PLATFORMS INC | $1,307.10万 | 0.28% | 23,203 | 14,029 | 152.9% | $790.30万 | 加仓 |
| ENVA | ENOVA INTERNATIONAL | $1,305.80万 | 0.28% | 54,247 | 10,291 | 23.4% | $247.72万 | 加仓 |
| GEV | GE VERNOVA INC | $1,292.70万 | 0.28% | 10,998 | -568 | -4.9% | -$66.76万 | 减仓 |
| IBOC | INTL BANCSHARES CORP | $1,257.30万 | 0.27% | 165,542 | 33,797 | 25.7% | $256.69万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE | $1,245.30万 | 0.27% | 83,040 | -36,525 | -30.5% | -$547.74万 | 减仓 |
| PLGO | PELAGOS INSURANCE CA | $1,243.70万 | 0.27% | 510,706 | 94,140 | 22.6% | $229.26万 | 加仓 |
| MU | MICRON TECHNOLOGY | $1,209.40万 | 0.26% | 10,476 | -71,904 | -87.3% | -$8,300.94万 | 减仓 |
| APLE | APPLE HOSPITALITY | $1,201.30万 | 0.26% | 714,667 | 117,632 | 19.7% | $197.73万 | 加仓 |