CWM, LLC

SEC CIK
0001535847

2026 年第 1 季 持倉

持倉截至 2026/3/31,申報日 2026/5/14。SEC

持股檔數
5,645
較 2025 年第 4 季 +87
總值
$380.38 億
較 2025 年第 4 季 +$11.35 億 (+3.1%)

跟 2025 年第 4 季 比較:新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2025 年第 4 季 比股數。

CWM, LLC 在 2026 年第 1 季 的持倉
證券類別股數市值佔組合 %股數變化動作歷年
ISHARES CORE S&P 500 ETF464287200ETF1,394,503$9.11 億2.39%−41,285−2.9%減碼–
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF11,255,034$8.61 億2.26%+895,773+8.6%加碼–
ISHARES TR46434V613CORE UNIVRSL USD17,616,671$8.14 億2.14%+422,500+2.5%加碼–
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889ETF17,682,357$8.07 億2.12%+2,161,800+13.9%加碼–
AAPLAPPLE INC COMStock2,730,847$6.93 億1.82%+20,623+0.8%加碼查看
NVDANVIDIA CORPORATION COMStock3,473,955$6.06 億1.59%+100,068+3.0%加碼查看
ISHARES S&P 500 VALUE ETF464287408ETF2,566,919$5.42 億1.42%−12,329−0.5%減碼–
ISHARES S&P 500 GROWTH ETF464287309ETF4,777,915$5.4 億1.42%+2,664+0.1%加碼–
BLACKROCK ETF TRUST09290C764ISHA IN CTRY ETF16,208,136$5.21 億1.37%+16,208,136新進–
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT7,830,130$4.56 億1.20%−184,536−2.3%減碼–
SPYSTATE STREET SPDR S&P 500 ETFETF682,869$4.44 億1.17%+180,828+36.0%加碼查看
MSFTMICROSOFT CORP COMStock1,186,360$4.39 億1.15%+115,406+10.8%加碼查看
INVESCO EXCH TRADED FD TR II46138E339S&P 500 MOMNTM3,591,581$4.03 億1.06%+599,399+20.0%加碼–
SPDR SERIES TRUST78464A672ST INTER ETF12,847,946$3.68 億0.97%+6,558,818+104.3%加碼–
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,889,343$3.62 億0.95%−356,585−15.9%減碼–
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649ETF14,001,534$3.59 億0.94%−4,192,224−23.0%減碼–
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775ETF3,741,411$3.45 億0.91%−408,165−9.8%減碼–
AMZNAMAZON COM INC COMStock1,619,786$3.37 億0.89%+79,148+5.1%加碼查看
SPDR SERIES TRUST78468R804ST STR R1K LOWV1,783,969$3.18 億0.84%−20,191−1.1%減碼–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF653,482$2.85 億0.75%+9,905+1.5%加碼–
INVESCO QQQ TRUST SERIES I46090E103ETF490,751$2.83 億0.74%−23,311−4.5%減碼–
GOOGLALPHABET INC CAP STK CL AStock962,835$2.77 億0.73%−77,115−7.4%減碼查看
ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396ETF1,149,067$2.76 億0.72%+7,642+0.7%加碼–
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF2,780,818$2.72 億0.72%−62,399−2.2%減碼–
SPDR SERIES TRUST78464A805ST STR PR SP15003,349,506$2.65 億0.70%+83,169+2.5%加碼–
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF2,630,828$2.41 億0.63%+159,750+6.5%加碼–
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508ETF4,161,823$2.35 億0.62%+76,764+1.9%加碼–
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF3,247,216$2.26 億0.60%−2,442,872−42.9%減碼–
ISHARES TR464288877EAFE VALUE ETF3,030,442$2.25 億0.59%−2,473,244−44.9%減碼–
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF5,455,083$2.17 億0.57%+714,905+15.1%加碼–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF7,205,154$2.1 億0.55%−253,458−3.4%減碼–
AVGOBROADCOM INC COMStock667,208$2.07 億0.54%+16,351+2.5%加碼查看
SPDR SERIES TRUST78468R523ST STR BL 12 ETF2,019,477$2.01 億0.53%−37,965−1.8%減碼–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock394,551$1.89 億0.50%+9,726+2.5%加碼查看
BLACKROCK ETF TRUST09290C780ISHA I IN TE ETF5,610,905$1.85 億0.49%+490,266+9.6%加碼–
ISHARES TR464288588MBS ETF1,927,060$1.83 億0.48%+16,950+0.9%加碼–
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF3,864,523$1.76 億0.46%+595,649+18.2%加碼–
WMTWALMART INC COMStock1,417,724$1.76 億0.46%+184,203+14.9%加碼查看
XOMEXXON MOBIL CORPCOM1,030,824$1.75 億0.46%−23,056−2.2%減碼查看
FIRST TR EXCHNG TRADED FD VI33740F755FT LADD BUFF ETF5,140,529$1.74 億0.46%+176,273+3.6%加碼–
ISHARES U.S. TREASURY BOND ETF46429B267ETF7,549,432$1.73 億0.45%+6,478,078+604.7%加碼–
JNJJOHNSON & JOHNSON COMStock692,270$1.69 億0.44%+35,395+5.4%加碼查看
VANGUARD MORNINGSTAR VALUE ETF922908744ETF854,071$1.68 億0.44%−5,774−0.7%減碼–
JPMJPMORGAN CHASE & CO COMStock550,203$1.62 億0.43%+14,094+2.6%加碼查看
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833ETF1,603,698$1.61 億0.42%−71,864−4.3%減碼–
SSGA ACTIVE ETF TR78467V707ST STR UL BD ETF3,949,890$1.6 億0.42%+147,278+3.9%加碼–
ISHARES TR46428865310-20 YR TRS ETF1,558,713$1.57 億0.41%−32,774−2.1%減碼–
PUTNAM ETF TRUST746729300FOCUSED LAR CAP3,343,154$1.55 億0.41%+93,526+2.9%加碼–
TSLATESLA INC COMStock413,279$1.54 億0.40%+23,773+6.1%加碼查看
J P MORGAN EXCHANGE TRADED F46641Q134INTRNL RES EQT1,912,801$1.45 億0.38%+206,595+12.1%加碼–
GLDSPDR GOLD SHARESETF329,282$1.42 億0.37%−50,818−13.4%減碼查看
SPDR INDEX SHS FDS78463X509ST PORT MARK ETF2,985,833$1.4 億0.37%+547,581+22.5%加碼–
METAMETA PLATFORMS INC CL AStock244,595$1.4 億0.37%−8,188−3.2%減碼查看
BLACKROCK ETF TRUST09290C699ISHARES DEFENSE4,250,401$1.39 億0.37%+4,250,401新進–
BLACKROCK ETF TRUST09290C855ISHA LA CORE ETF3,382,266$1.39 億0.37%+3,382,266新進–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF1,044,720$1.39 億0.37%−360,323−25.6%減碼–
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847ETF2,263,455$1.34 億0.35%−1,327,276−37.0%減碼–
GOOGALPHABET INC CAP STK CL CStock464,319$1.33 億0.35%+17,761+4.0%加碼查看
LLYELI LILLY & CO COMStock144,076$1.33 億0.35%+6,245+4.5%加碼查看
PIMCO ETF TR72201R585MULTISECTOR BD5,004,693$1.31 億0.34%+786,686+18.7%加碼–
VANGUARD S&P 500 ETF922908363ETF214,486$1.28 億0.34%−6,279−2.8%減碼–
SCHWAB US DIVIDEND EQUITY ETF808524797ETF4,054,445$1.24 億0.33%−1,450,613−26.4%減碼–
MRKMERCK & CO INC COMStock1,010,525$1.22 億0.32%−6,498−0.6%減碼查看
FIDELITY COVINGTON TRUST316092352BLUE CHIP GRWTH2,412,385$1.21 億0.32%+1,342,686+125.5%加碼–
AMERICAN CENTY ETF TR025072703INTL EQT ETF1,415,086$1.2 億0.32%+264,331+23.0%加碼–
SPDR SERIES TRUST78464A656ST STR TIPS ETF4,582,105$1.19 億0.31%+496,894+12.2%加碼–
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH1,405,248$1.19 億0.31%−47,174−3.2%減碼–
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF3,266,015$1.18 億0.31%+4,338+0.1%加碼–
LISTED FDS TR53656F599SWAN HEDGED EQTY4,586,482$1.13 億0.30%+694,636+17.8%加碼–
ISHARES TR46435G672CORE INTL AGGR2,255,829$1.13 億0.30%+77,818+3.6%加碼–
SCHWAB US AGGREGATE BOND ETF808524839ETF4,789,548$1.11 億0.29%+767,142+19.1%加碼–
PIMCO ETF TR72201R817INV GRD CRP BD1,138,477$1.1 億0.29%+29,508+2.7%加碼–
TIDAL TRUST II88636J204RET STCKD GL STK3,995,437$1.09 億0.29%+219,707+5.8%加碼–
PGPROCTER & GAMBLE CO COMStock750,348$1.08 億0.28%+64,414+9.4%加碼查看
ABBVABBVIE INC COMStock464,400$1.01 億0.27%+4,399+1.0%加碼查看
CSCOCISCO SYS INC COMStock1,285,420$9,973.57 萬0.26%−44,560−3.4%減碼查看
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT2,340,152$9,955.01 萬0.26%+342,344+17.1%加碼–
VANECK ETF TRUST92189F130REAL ASSETS ETF2,434,200$9,909.63 萬0.26%+2,218,278+1,027.4%加碼–
WISDOMTREE TR97717W208US HIGH DIVIDEND861,983$9,414.58 萬0.25%+2,872+0.3%加碼–
ISHARES FLEXIBLE INCOME ACTIVE ETF092528603ETF1,799,492$9,344.76 萬0.25%−176,740−8.9%減碼–
CATCATERPILLAR INC COMStock130,235$9,226.65 萬0.24%+12,879+11.0%加碼查看
SIMPLIFY EXCHANGE TRADED FUN82889N228US EQUI PLUS ETF3,369,085$9,023.22 萬0.24%+3,369,085新進–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD1,121,300$8,888.55 萬0.23%+114,267+11.3%加碼–
HDHOME DEPOT INC COMStock261,911$8,613.98 萬0.23%+19,685+8.1%加碼查看
GLDMWORLD GOLD TRSPDR GLD MINIS922,738$8,552.86 萬0.22%−8,783−0.9%減碼查看
PIMCO ETF TR72201R718ENHNCD LW DUR AC891,772$8,544.96 萬0.22%−48,161−5.1%減碼–
GEGE AEROSPACE COM NEWStock297,986$8,455.96 萬0.22%+43,121+16.9%加碼查看
INVESCO NASDAQ 100 ETF46138G649ETF354,132$8,414.9 萬0.22%+16,182+4.8%加碼–
INVESCO ACTIVELY MANAGED EXC46090A804TOTAL RETURN1,786,634$8,366.81 萬0.22%−274,303−13.3%減碼–
CVXCHEVRON CORPORATION COMStock398,906$8,253.36 萬0.22%+39,097+10.9%加碼查看
DOUBLELINE ETF TRUST25861R105OPPO CORE BD ETF1,795,342$8,224.46 萬0.22%+173,132+10.7%加碼–
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF1,342,139$8,221.94 萬0.22%+215,728+19.2%加碼–
VVISA INC COM CL AStock269,729$8,152.3 萬0.21%+14,358+5.6%加碼查看
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF1,603,139$8,113.49 萬0.21%+487,822+43.7%加碼–
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT2,002,105$8,046.46 萬0.21%−253,232−11.2%減碼–
COSTCOSTCO WHOLESALE CORPORATION COMStock80,747$8,045.91 萬0.21%+9,042+12.6%加碼查看
ISHARES TR464288414NATIONAL MUN ETF751,600$7,978.24 萬0.21%+63,676+9.3%加碼–
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF3,218,486$7,965.75 萬0.21%+284,417+9.7%加碼–
SPDR SERIES TRUST78464A664ST LON TREAS ETF2,966,485$7,801.86 萬0.21%+216,358+7.9%加碼–
ISHARES TR46436E7180-3 MTH TREASURY774,491$7,796.02 萬0.20%+432,092+126.2%加碼–

選擇權(23 檔)

同一份申報裡的賣權(put)與買權(call)部位。金額是標的股票的市值,也就是 13F 申報的數字。

CWM, LLC 在 2026 年第 1 季 的選擇權部位
證券類別賣權買權
SPYSTATE STREET SPDR S&P 500 ETFETF$1,397.51 萬$114.86 萬
NVDANVIDIA CORPORATION COMStock$9.75 萬$2.7 萬
AMDADVANCED MICRO DEVICES INC COMStock–$10.28 萬
MSFTMICROSOFT CORP COMStock–$9.42 萬
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR–$6.67 萬
VANECK ETF TRUST92189F106GOLD MINERS ETF–$5.66 萬
AAPLAPPLE INC COMStock$5.24 萬–
GSGOLDMAN SACHS GROUP INC COMStock–$3.75 萬
TSLATESLA INC COMStock$3.08 萬$37
LRCXLAM RESEARCH CORP COM NEWStock–$2.82 萬
AMZNAMAZON COM INC COMStock$2.55 萬–
APOAPOLLO GLOBAL MGMT INCCOM$2.48 萬–
DFTXDEFINIUM THERAPEUTICS INCCOM SHS–$1.65 萬
PFEPFIZER INC COMStock–$1.64 萬
ISHARES TR464287234MSCI EMG MKT ETF–$1.53 萬
IOVAIOVANCE BIOTHERAPEUTICS INCCOM–$1.45 萬
GEGE AEROSPACE COM NEWStock$1.35 萬–
RXRXRECURSION PHARMACEUTICALS INCL A–$1.1 萬
GEVGE VERNOVA INC COMStock$9,096–
JOBYJOBY AVIATION INCCOMMON STOCK–$2,740
AZNASTRAZENECA PLC ORDADR$1,764–
ACHRARCHER AVIATION INC COM CL AStock–$1,288
BMNRBITMINE IMMERSION TECNOLOGIECOM NEW–$188

2025 年第 4 季 之後清倉(201 檔)

2025 年第 4 季 季末還持有、這份申報已經沒有的部位。

依市值列出前 100 檔,共 201 檔。

CWM, LLC 在 2025 年第 4 季 之後清倉的部位
證券類別2025 年第 4 季 股數2025 年第 4 季 市值2025 年第 4 季 佔組合 %
EXACT SCIENCES CORP30063P105COM121,092$1,229.8 萬0.03%
PNFPPINNACLE FINL PARTNERS INCCOM109,279$1,042.6 萬0.03%
CONFLUENT INC20717M103CLASS A COM260,369$787.4 萬0.02%
SYNOVUS FINL CORP87161C501COM NEW120,586$603.5 萬0.02%
CERIDIAN HCM HLDG INC15677J108COM51,400$355.5 萬0.01%
AZNASTRAZENECA PLCSPONSORED ADR18,967$174.4 萬0.00%
AMCRAMCOR PLCORD200,788$167.5 萬0.00%
REV GROUP INC749527107COM22,985$139.8 萬0.00%
COMERICA INC200340107COM13,226$115 萬0.00%
INNOVATOR ETFS TRUST45783Y889US EQT ACLRTD 929,087$111.3 萬0.00%
INNOVATOR ETFS TRUST45783Y780US EQT ACC 9 BFR34,761$111.1 萬0.00%
INNOVATOR ETFS TRUST45783Y301US EQUITY ACCELE28,702$111 萬0.00%
INNOVATOR ETFS TRUST45783Y848US EQTY ACCELRT933,060$110.9 萬0.00%
TREEHOUSE FOODS INC89469A104COM40,062$94.5 萬0.00%
TEGNA INC87901J105COM40,232$78.1 萬0.00%
JAMF HLDG CORP47074L105COM44,945$58.5 萬0.00%
CIVITAS RESOURCES INC17888H103EQUITY US CM19,642$53.2 萬0.00%
REALOGY HLDGS CORP75605Y106COM33,844$47.9 萬0.00%
POTLATCHDELTIC CORPORATION737630103COM11,529$45.9 萬0.00%
CADENCE BANK12740C103EQUITY US CM8,224$35.2 萬0.00%
OLYMPIC STEEL INC68162K106COM8,089$34.6 萬0.00%
INDVINDIVIOR PLCORD9,002$32.3 萬0.00%
CYBERARK SOFTWARE LTDM2682V108SHS715$31.9 萬0.00%
FRONTIER COMMUNICATIONS PARE35909D109COM8,347$31.8 萬0.00%
QGENQIAGEN NVCOMMON STOCK6,567$29.5 萬0.00%
AGLAGILON HEALTH INCCOM390,958$26.9 萬0.00%
FORGE GLOBAL HOLDINGS INC COM SHS34629L202Stock5,741$25.6 萬0.00%
EVENTBRITE INC29975E109COM CL A50,512$22.5 萬0.00%
GUESS INC401617105COM11,444$19.2 萬0.00%
PIPRPIPER SANDLER COMPANIESCOM462$15.7 萬0.00%
NUVEEN S&P 500 BUY-WRITE INC6706ER101COM9,748$14.3 萬0.00%
HILLENBRAND INC431571108COM4,472$14.2 萬0.00%
THRIVENT ETF TRUST88588G307ULTRA SHRT BD2,432$12.2 萬0.00%
PROSHARES TR74347B201PSHS ULTSH 20YRS3,319$11.6 萬0.00%
AGQPROSHARES TR IIULTRA SILVER NEW700$10.9 萬0.00%
CIDARA THERAPEUTICS INC171757206COM NEW474$10.5 萬0.00%
MIDWESTONE FINL GROUP INC NE598511103COM2,647$10.2 萬0.00%
DENNYS CORP24869P104COM16,046$10 萬0.00%
DIREXION SHS ETF TR25460G831DAILY JR GLD MIN445$9.2 萬0.00%
GRANITESHARES ETF TR38747R8271.5X LNG NVDA DL1,000$8.8 萬0.00%
PRINCIPAL EXCHANGE TRADED FD74255Y300PRNCPL VLU ETF1,416$7.4 萬0.00%
MFS ACTIVE EXCHANGE TRADED F55286W405INTERNATINL ETF2,427$7.4 萬0.00%
DEFINIUM THERAPEUTICS INC COM SHS60255C885Stock5,352$7.2 萬0.00%
ETF OPPORTUNITIES TRUST26923N231REX OSPREY XRP4,640$7 萬0.00%
INNOVATOR ETFS TRUST45782C730US EQT ULTRA BF1,781$6.7 萬0.00%
BLACKROCK CALIF MUN INCOME T09248E102SH BEN INT6,153$6.6 萬0.00%
MERSANA THERAPEU59045L205COMMON STOCK2,286$6.6 萬0.00%
INNOVATOR ETFS TRUST45782C573US EQTY PWR BUF1,526$6.4 萬0.00%
BBUCBROOKFIELD BUSINESS CORPCL A EXC SUB VTG1,793$6.4 萬0.00%
FIRST SVGS FINL GROUP INC33621E109COM1,907$6.1 萬0.00%
MAGIC SOFTWARE ENTERPRISES L559166103ORD2,291$5.9 萬0.00%
INNOVATOR ETFS TRUST45783Y137US SMALL CAP PWR2,156$5.7 萬0.00%
AVADEL PHARMACEUTICALS PLCG29687103Stock2,550$5.5 萬0.00%
EXODEXODUS MOVEMENT INCCOM CL A3,445$5.1 萬0.00%
PLYMOUTH INDL REIT INC729640102COM2,349$5.1 萬0.00%
DAVIS FUNDAMENTAL ETF TR23908L207SELECT US EQTY929$4.7 萬0.00%
ASPEN INSURANCE HOLDINGS LTDG05384501ORD SHS CL A1,268$4.7 萬0.00%
VENTYX BIOSCIENCES INC92332V107COM4,425$4 萬0.00%
MEMBERSHIP COLLECTIVE GROUP586001109COM CL A4,383$3.9 萬0.00%
ALEXANDER & BALDWIN INC NEW014491104COM1,763$3.6 萬0.00%
BNY MELLON ETF TRUST09661T404INTERNATIONL EQT368$3.4 萬0.00%
FUBOFUBOTV INCCOM13,232$3.3 萬0.00%
BANKFINANCIAL CORP06643P104COM2,775$3.3 萬0.00%
ISHARES TR46435G433MSCI USA SMCP MN734$3.2 萬0.00%
AVIDITY BIOSCIENCES INC05370A108COM445$3.2 萬0.00%
GLOBAL X FDS37960A644EMERGING MKT GRT1,051$3.2 萬0.00%
BLACKROCK MUNIVEST FD INC09253R105COM4,261$3 萬0.00%
PUTNAM ETF TRUST746729748FRANK PA MUN ETF3,130$2.7 萬0.00%
WRDWERIDE INC SPONSORED ADSADR2,989$2.6 萬0.00%
INVESCO EXCHANGE TRADED FD T46137V316S&P500 EQL MAT762$2.6 萬0.00%
RBB FD INC74933W213FM ULTRASHORT TR520$2.6 萬0.00%
PROSHARES TR74348A707ULTRA HIGH YLD331$2.6 萬0.00%
THRIVENT ETF TRUST88588G109SMAL MID CAP ETF546$2.3 萬0.00%
VANGUARD MUN BD FDS922907738INTERMEDIATE TRM227$2.3 萬0.00%
INVESCO EXCH TRD SLF IDX FD46138J445INVSC 30 MUNI BD910$2 萬0.00%
INVESCO EXCH TRD SLF IDX FD46138J478BULSHS 2029 MUNI865$2 萬0.00%
INVESCO EXCH TRD SLF IDX FD46138J486BULSHS 2028 MUNI856$2 萬0.00%
ISHARES U S ETF TR46431W606IT RT HDG HGYL235$2 萬0.00%
PPTPUTNAM PREMIER INCOME TRSH BEN INT5,600$2 萬0.00%
TELFYTELEFONICA S ASPONSORED ADR4,867$2 萬0.00%
TRUECAR INC89785L107COM8,292$1.9 萬0.00%
ISHARES INC464286178US INTL HGH YLD391$1.8 萬0.00%
PGIM ETF TR69344A800TOTA RETU BD ETF410$1.7 萬0.00%
BLACKROCK MUNIYIELD FD INC09253W104COM1,559$1.6 萬0.00%
MV OIL TR553859109TR UNITS13,000$1.6 萬0.00%
DBX ETF TR233051267XTRACKERS LOW315$1.5 萬0.00%
AWPABERDEEN GLOBAL PREMIER PPTYCOM SH BEN INT3,586$1.4 萬0.00%
CITY OFFICE REIT INC178587101COM2,053$1.4 萬0.00%
WISDOMTREE TR97717X271DYNAMIC INT EQ329$1.4 萬0.00%
TCPCBLACKROCK TCP CAPITAL CORPCOM2,295$1.3 萬0.00%
LISTED FDS TR53656F623HORI KI INFL ETF289$1.3 萬0.00%
ISHARES TR46429B366CMBS ETF256$1.3 萬0.00%
INVESCO EXCH TRADED FD TR II46138G524ALERIAN GLXY BLK500$1.2 萬0.00%
VANGUARD INSTL INDEX FD922040852ULTR SHOR TR ETF149$1.1 萬0.00%
BNY MELLON ETF TRUST09661T503EMRG MKT EQUIT151$1.1 萬0.00%
PROSHARES TR74349Y431ULTRA CRCL2,754$1.1 萬0.00%
INVESCO EXCH TRADED FD TR II46138E156S&P SMLCP FINL174$1 萬0.00%
INVESCO EXCHANGE TRADED FD T46137V803DWA CYCLICALS100$1 萬0.00%
LISTED FD TR53656F169STF TAC GW & INC392$1 萬0.00%
Bitwise Bitcoin Strategy Optimum Roll ETF091748202ETP265$1 萬0.00%

各季 13F 申報

CWM, LLC 各季的 13F 申報
季度申報日持股檔數總值變化申報原文
2026 年第 1 季2026/5/145,645$380.38 億與 2025 年第 4 季 比較SEC
2025 年第 4 季2026/1/265,558$369.03 億與 2025 年第 3 季 比較SEC
2025 年第 3 季2025/10/155,478$332.46 億與 2025 年第 2 季 比較SEC
2025 年第 2 季2025/7/255,236$283.55 億與 2025 年第 1 季 比較SEC
2025 年第 1 季2025/5/15,198$250.74 億與 2024 年第 4 季 比較SEC
2024 年第 4 季2025/2/45,110$240.93 億與 2024 年第 3 季 比較SEC
2024 年第 3 季2024/10/85,078$232.41 億與 2024 年第 2 季 比較SEC
2024 年第 2 季2024/7/104,958$212.01 億與 2024 年第 1 季 比較SEC
2024 年第 1 季2024/4/54,757$205.54 億與 2023 年第 4 季 比較SEC
2023 年第 4 季2024/2/14,369$185.91 億與 2023 年第 3 季 比較SEC
2023 年第 3 季2023/10/114,443$163.09 億與 2023 年第 2 季 比較SEC
2023 年第 2 季2023/8/34,401$161.71 億與 2023 年第 1 季 比較SEC
2023 年第 1 季2023/5/14,277$147.91 億與 2022 年第 4 季 比較SEC
2022 年第 4 季2023/2/14,212$135.69 億與 2022 年第 3 季 比較SEC
2022 年第 3 季2022/10/274,105$125.83 億與 2022 年第 2 季 比較SEC
2022 年第 2 季2022/7/284,005$129.05 億與 2022 年第 1 季 比較SEC
2022 年第 1 季2022/4/213,652$140.94 億與 2021 年第 4 季 比較SEC
2021 年第 4 季2022/1/313,701$142 億–SEC
2021 年第 2 季2021/9/15修正3,008$125.27 億與 2021 年第 1 季 比較SEC
2021 年第 1 季2021/9/15修正3,008$125.27 億–SEC