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CWM Advisors, LLC

SEC CIK
0001670139
最新申報
2026/8/12

2021 年第 3 季持倉

持倉截至 2021/9/30,2021/11/9 申報。只含多頭部位,變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
794
較 2021 年第 2 季 +201
總值
$7.91 億
較 2021 年第 2 季 +$3,118 萬 (+4.1%)
申報日
2021/11/9
SEC
CWM Advisors, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Northern LTS FD Tr IV66538H633INSPIRE CORP BD1,349,092$3,527 萬4.5%+522,524+63.2%加碼–
Vanguard Long-Term Treasury ETF92206C847ETF237,809$2,086 萬2.6%+75,053+46.1%加碼–
ISRGIntuitive Surgical IncCOM NEW14,325$1,424 萬1.8%+12,916+916.7%加碼歷史
NOWServiceNow, Inc.Stock22,552$1,403 萬1.8%+19,864+739.0%加碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE327,141$1,248 萬1.6%−87,691−21.1%減碼–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF342,952$1,170 萬1.5%−50,671−12.9%減碼–
PLDPrologis, Inc.REIT89,032$1,117 萬1.4%+34,278+62.6%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID307,133$1,088 萬1.4%−70,532−18.7%減碼–
ADIAnalog Devices IncStock60,979$1,021 萬1.3%+29,729+95.1%加碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF227,132$965.2 萬1.2%−22,906−9.2%減碼–
HCAHCA Healthcare, Inc.COM37,355$906.7 萬1.1%+35,051+1,521.3%加碼歷史
FISFidelity National Information Services, Inc.Stock72,028$876.4 萬1.1%+68,829+2,151.6%加碼歷史
EWEdwards Lifesciences CorpStock72,156$816.9 萬1.0%+22,782+46.1%加碼歷史
IDXXIDEXX Laboratories IncCOM12,003$746.5 萬0.9%+9,482+376.1%加碼歷史
ILMNIllumina, Inc.COM18,394$746.1 萬0.9%+7,985+76.7%加碼歷史
KLACKLA CorpCOM NEW21,784$728.7 萬0.9%+17,584+418.7%加碼歷史
DOCUDocuSign, Inc.Stock27,991$720.6 萬0.9%+23,659+546.1%加碼歷史
SIVBSVB Financial GroupCOM10,901$705.2 萬0.9%+4,509+70.5%加碼歷史
TWLOTwilio IncCL A21,080$672.6 萬0.9%+21,080新進歷史
VEEVVeeva Systems IncStock22,283$642.1 萬0.8%+17,295+346.7%加碼歷史
FCXFreeport-McMoran IncStock179,023$582.4 萬0.7%+158,858+787.8%加碼歷史
MSCIMSCI Inc.Stock9,500$577.9 萬0.7%+3,640+62.1%加碼歷史
AAgilent Technologies, Inc.COM36,432$573.9 萬0.7%+11,200+44.4%加碼歷史
NEMNEWMONT CorpStock101,198$549.5 萬0.7%+36,458+56.3%加碼歷史
GPNGlobal Payments IncStock34,799$548.4 萬0.7%+13,528+63.6%加碼歷史
SNPSSynopsys IncCOM18,160$543.7 萬0.7%+5,906+48.2%加碼歷史
DLRDigital Realty Trust, Inc.COM37,551$542.4 萬0.7%+37,551新進歷史
WSTWest Pharmaceutical Services IncCOM12,225$519.0 萬0.7%+9,717+387.4%加碼歷史
APHAmphenol CorpCL A70,216$514.2 萬0.6%+28,637+68.9%加碼歷史
SWKSSkyworks Solutions, Inc.Stock30,048$495.1 萬0.6%+11,789+64.6%加碼歷史
MCHPMicrochip Technology IncStock31,997$491.1 萬0.6%+29,056+988.0%加碼歷史
PAYXPaychex IncStock43,559$489.8 萬0.6%+13,841+46.6%加碼歷史
RMDResmed IncCOM18,329$483.1 萬0.6%+15,704+598.2%加碼歷史
CTASCintas CorpStock12,424$472.9 萬0.6%+3,943+46.5%加碼歷史
SLBSLB LimitedStock158,118$468.7 萬0.6%+64,120+68.2%加碼歷史
RSGRepublic Services, Inc.COM38,759$465.3 萬0.6%+12,503+47.6%加碼歷史
ZBRAZebra Technologies CorpCL A8,913$459.4 萬0.6%+7,203+421.2%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM15,865$453.7 萬0.6%+14,202+854.0%加碼歷史
XLNXXilinx IncCOM29,194$440.8 萬0.6%+9,504+48.3%加碼歷史
PHParker-Hannifin CorpStock15,418$431.1 萬0.5%+4,862+46.1%加碼歷史
CSGPCostar Group, Inc.COM49,102$422.6 萬0.5%+44,062+874.2%加碼歷史
FTNTFortinet, Inc.Stock14,085$411.3 萬0.5%+3,086+28.1%加碼歷史
VRSKVerisk Analytics, Inc.COM19,683$394.2 萬0.5%+5,726+41.0%加碼歷史
EPAMEPAM Systems, Inc.COM6,824$389.3 萬0.5%+6,824新進歷史
PWRQuanta Services, Inc.COM34,163$388.8 萬0.5%+24,796+264.7%加碼歷史
VMRKVivmark ResidentialSH BEN INT47,658$385.6 萬0.5%+14,563+44.0%加碼歷史
NUENucor CorpCOM38,387$378.1 萬0.5%+9,448+32.6%加碼歷史
MTDMettler Toledo International IncCOM2,692$370.8 萬0.5%+2,332+647.8%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM19,255$367.9 萬0.5%+8,900+85.9%加碼歷史
KEYSKeysight Technologies, Inc.Stock22,328$366.8 萬0.5%+9,286+71.2%加碼歷史
ANSSAnsys IncCOM10,673$363.3 萬0.5%+3,385+46.4%加碼歷史
PAYCPaycom Software, Inc.Stock7,236$358.7 萬0.5%+7,236新進歷史
PCARPaccar IncCOM44,099$348.0 萬0.4%+16,073+57.4%加碼歷史
MKTXMarketaxess Holdings IncCOM8,107$341.1 萬0.4%+6,226+331.0%加碼歷史
WWayfair Inc.CL A13,012$332.5 萬0.4%+13,012新進歷史
ORealty Income CorpREIT49,913$323.7 萬0.4%+24,115+93.5%加碼歷史
HRLHormel Foods CorpCOM77,771$318.9 萬0.4%+71,603+1,160.9%加碼歷史
EXPDExpeditors International of Washington IncCOM26,643$317.4 萬0.4%+18,335+220.7%加碼歷史
ALBAlbemarle CorpStock14,471$316.9 萬0.4%+14,471新進歷史
ITGartner IncCOM10,195$309.8 萬0.4%+2,018+24.7%加碼歷史
URIUnited Rentals, Inc.COM8,823$309.6 萬0.4%+2,571+41.1%加碼歷史
ALGNAlign Technology IncCOM4,550$302.7 萬0.4%−3,737−45.1%減碼歷史
EXRExtra Space Storage Inc.COM17,837$299.6 萬0.4%+17,837新進歷史
DOVDOVER CorpCOM18,491$287.5 萬0.4%+5,354+40.8%加碼歷史
SUISun Communities IncCOM15,528$287.4 萬0.4%+15,528新進歷史
DVNDevon Energy CorpStock80,078$284.4 萬0.4%+61,142+322.9%加碼歷史
VTRVentas, Inc.REIT51,281$283.1 萬0.4%+51,281新進歷史
CTLTCatalent, Inc.COM20,999$279.4 萬0.4%+20,999新進歷史
ALNYAlnylam Pharmaceuticals, Inc.COM14,755$278.6 萬0.4%+14,755新進歷史
FOXAFox CorpCL A COM69,061$277.0 萬0.4%+69,061新進歷史
INCYIncyte CorpCOM40,126$276.0 萬0.3%+27,434+216.2%加碼歷史
CPAYCorpay, Inc.COM10,211$266.8 萬0.3%+8,699+575.3%加碼歷史
CHDChurch & Dwight Co IncCOM31,777$262.4 萬0.3%+31,777新進歷史
RNGRingCentral, Inc.CL A11,867$258.1 萬0.3%+11,867新進歷史
DREDuke Realty CorpCOM NEW53,424$255.7 萬0.3%+53,424新進歷史
TDYTeledyne Technologies IncCOM5,862$251.8 萬0.3%+5,862新進歷史
ONOn Semiconductor CorpStock54,433$249.1 萬0.3%+54,433新進歷史
NTAPNetApp, Inc.Stock27,755$249.1 萬0.3%+5,664+25.6%加碼歷史
BURLBurlington Stores, Inc.COM8,718$247.2 萬0.3%+8,718新進歷史
AGRAvangrid, Inc.COM50,819$247.0 萬0.3%+41,363+437.4%加碼歷史
CINFCincinnati Financial CorpCOM21,466$245.2 萬0.3%+12,229+132.4%加碼歷史
WBDWarner Bros. Discovery, Inc.COM SER A95,078$241.3 萬0.3%+53,468+128.5%加碼歷史
QRVOQorvo, Inc.Stock14,373$240.3 萬0.3%+14,373新進歷史
DHIHorton D R IncCOM28,504$239.3 萬0.3%−19,860−41.1%減碼歷史
TYLTyler Technologies IncCOM5,140$235.7 萬0.3%+5,140新進歷史
TERTeradyne, IncStock21,171$231.1 萬0.3%+21,171新進歷史
GPCGenuine Parts CoStock19,049$230.9 萬0.3%+11,751+161.0%加碼歷史
JBHTHunt J B Transport Services IncCOM13,715$229.3 萬0.3%+3,550+34.9%加碼歷史
EXASExact Sciences CorpCOM23,961$228.7 萬0.3%+23,961新進歷史
AVYAvery Dennison CorpCOM10,946$226.8 萬0.3%+8,390+328.2%加碼歷史
BXPBXP, Inc.COM20,607$223.3 萬0.3%+16,210+368.7%加碼歷史
Signature BK New York N Y82669G104COM8,093$220.3 萬0.3%+8,093新進–
FANGDiamondback Energy, Inc.Stock23,141$219.1 萬0.3%+23,141新進歷史
UDRUDR, Inc.COM40,350$213.8 萬0.3%+40,350新進歷史
DAYDayforce, Inc.COM18,836$212.1 萬0.3%+18,836新進歷史
WABWestinghouse Air Brake Technologies CorpStock24,372$210.1 萬0.3%+24,372新進歷史
AESAES CorpStock91,067$207.9 萬0.3%+73,567+420.4%加碼歷史
CPTCamden Property TrustREIT13,912$205.2 萬0.3%+13,912新進歷史
CNPCenterpoint Energy IncCOM82,610$203.2 萬0.3%+8,702+11.8%加碼歷史
MOHMolina Healthcare, Inc.COM7,463$202.5 萬0.3%+7,463新進歷史

2021 年第 2 季之後清倉(186 檔)

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 186 檔。

CWM Advisors, LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
LOWLowes Companies IncStock52,150$1,012 萬1.3%歷史
NEENextera Energy IncStock133,304$976.9 萬1.3%歷史
ZTSZoetis Inc.Stock32,609$607.7 萬0.8%歷史
EQIXEquinix IncCOM6,686$536.6 萬0.7%歷史
EMREmerson Electric CoStock45,836$441.1 萬0.6%歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR310,992$436.3 萬0.6%歷史
APTVAptiv PLCSHS27,177$427.6 萬0.6%歷史
VRTXVertex Pharmaceuticals IncStock18,755$378.2 萬0.5%歷史
ALXNAlexion Pharmaceuticals, Inc.COM19,395$356.3 萬0.5%歷史
SYYSysco CorpStock42,454$330.1 萬0.4%歷史
PANWPalo Alto Networks IncStock7,893$292.9 萬0.4%歷史
AEPAmerican Electric Power Co IncStock34,087$288.3 萬0.4%歷史
IFFInternational Flavors & Fragrances IncCOM16,261$242.9 萬0.3%歷史
AZNAstraZeneca PLCSPONSORED ADR37,116$222.3 萬0.3%歷史
LNGCheniere Energy, Inc.COM NEW22,925$198.9 萬0.3%歷史
DTEDte Energy CoCOM14,075$182.4 萬0.2%歷史
FTVFortive CorpStock24,514$171.0 萬0.2%歷史
PDCEPDC Energy, Inc.COM31,002$142.0 萬0.2%歷史
MHKMohawk Industries IncCOM7,071$135.9 萬0.2%歷史
ALLEAllegion plcORD SHS9,749$135.8 萬0.2%歷史
WRKWestRock CoCOM25,495$135.7 萬0.2%歷史
PNRPENTAIR plcSHS20,037$135.2 萬0.2%歷史
HPEHewlett Packard Enterprise CoCOM90,722$132.3 萬0.2%歷史
Mobile Telesystems PJSC607409109SPONSORED ADR134,996$125.0 萬0.2%–
HSICHenry Schein IncCOM16,702$123.9 萬0.2%歷史
NINisource Inc.COM49,750$121.9 萬0.2%歷史
LYBLyondellBasell Industries N.V.SHS - A -11,492$118.2 萬0.2%歷史
SEESealed Air CorpCOM19,460$115.3 萬0.2%歷史
EMBJEmbraer S.A.ADR72,198$109.3 萬0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM9,318$108.6 萬0.1%歷史
NOVNOV Inc.COM70,812$108.5 萬0.1%歷史
EYENational Vision Holdings, Inc.COM20,580$105.2 萬0.1%歷史
Companhia Brasileira de Dist20440T300SPONSORED ADR133,593$104.1 萬0.1%–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR84,637$103.5 萬0.1%歷史
BJBJ's Wholesale Club Holdings, Inc.COM21,420$101.9 萬0.1%歷史
BENFranklin Templeton IncCOM31,617$101.1 萬0.1%歷史
TCOMTrip.com Group LtdADS28,301$100.4 萬0.1%歷史
HRIHerc Holdings IncCOM8,880$99.5 萬0.1%歷史
PDCOPatterson Companies, Inc.COM30,630$93.1 萬0.1%歷史
REGIRenewable Energy Group, Inc.COM NEW14,940$93.1 萬0.1%歷史
UMCUnited Microelectronics CorpSPON ADR NEW96,917$91.6 萬0.1%歷史
PBCTPeople's United Financial, Inc.COM50,680$86.9 萬0.1%歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD356,524$84.9 萬0.1%歷史
WITWipro LtdSPON ADR 1 SH106,701$83.3 萬0.1%歷史
AJGArthur J. Gallagher & Co.COM5,871$82.2 萬0.1%歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW12,300$80.0 萬0.1%歷史
MGAMagna International IncCOM8,607$79.7 萬0.1%歷史
GLGlobe Life Inc.COM8,360$79.6 萬0.1%歷史
Vedanta Limited92242Y100SPONSORED ADR55,050$78.2 萬0.1%–
Tata MTRS Ltd876568502SPONSORED ADR33,996$77.4 萬0.1%–
INFYInfosys LtdSPONSORED ADR36,309$76.9 萬0.1%歷史
CPECallon Petroleum CoCOM13,266$76.5 萬0.1%歷史
ONBOld National BancorpStock42,675$75.2 萬0.1%歷史
IBNIcici Bank LtdADR43,354$74.1 萬0.1%歷史
UGPUltrapar Holdings IncSP ADR REP COM193,668$72.8 萬0.1%歷史
CTRACoterra Energy Inc.Stock41,024$71.6 萬0.1%歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR96,572$71.5 萬0.1%歷史
VIVTelefonica Brasil S.A.SPONSORED ADS83,842$71.3 萬0.1%歷史
FLRFluor CorpStock36,726$65.0 萬0.1%歷史
MPCMarathon Petroleum CorpStock10,729$64.8 萬0.1%歷史
SPBSpectrum Brands Holdings, Inc.COM7,603$64.7 萬0.1%歷史
MACMacerich CoCOM35,280$64.4 萬0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS8,721$63.8 萬0.1%歷史
LRCXLam Research CorpCOM947$61.6 萬0.1%歷史
MLIMueller Industries IncCOM14,190$61.5 萬0.1%歷史
FHIFederated Hermes, Inc.CL B17,886$60.7 萬0.1%歷史
EQTEQT CorpStock27,163$60.5 萬0.1%歷史
PNWPinnacle West Capital CorpCOM7,366$60.4 萬0.1%歷史
NPOEnpro Inc.COM6,204$60.3 萬0.1%歷史
UFPIUfp Industries IncCOM7,722$57.4 萬0.1%歷史
BCCBoise Cascade CoCOM9,834$57.4 萬0.1%歷史
APAAPA CorpStock25,563$55.3 萬0.1%歷史
CCOClear Channel Outdoor Holdings, Inc.COM209,220$55.2 萬0.1%歷史
VIAVViavi Solutions Inc.COM31,152$55.0 萬0.1%歷史
SNXTD Synnex CorpCOM4,488$54.6 萬0.1%歷史
NSCNorfolk Southern CorpStock2,053$54.5 萬0.1%歷史
PFSProvident Financial Services IncCOM23,826$54.5 萬0.1%歷史
SPLKSplunk IncCOM3,751$54.2 萬0.1%歷史
PPLPPL CorpCOM19,193$53.7 萬0.1%歷史
AIRCApartment Income REIT Corp.COM11,175$53.0 萬0.1%歷史
DDSDillard's, Inc.CL A2,904$52.5 萬0.1%歷史
FLSFlowserve CorpCOM12,975$52.3 萬0.1%歷史
AELAmerican National Group Inc.COM16,104$52.0 萬0.1%歷史
AVBAvalonbay Communities IncCOM2,482$51.8 萬0.1%歷史
SPXCSPX Technologies, Inc.COM8,280$50.6 萬0.1%歷史
AIZAssurant, Inc.Stock3,229$50.4 萬0.1%歷史
LEGLeggett & Platt IncStock9,680$50.2 萬0.1%歷史
RMBSRambus IncCOM21,120$50.1 萬0.1%歷史
MXIMMaxim Integrated Products IncCOM4,752$50.1 萬0.1%歷史
SCUSculptor Capital Management, Inc.COM CL A20,394$50.1 萬0.1%歷史
DVADavita Inc.COM4,091$49.3 萬0.1%歷史
FEFirstenergy CorpCOM13,196$49.1 萬0.1%歷史
BKDBrookdale Senior Living Inc.COM62,121$49.1 萬0.1%歷史
CNXCConcentrix CorpStock3,036$48.8 萬0.1%歷史
CFCF Industries Holdings, Inc.COM9,432$48.5 萬0.1%歷史
SLGSL Green Realty CorpCOM6,057$48.5 萬0.1%歷史
KLICKulicke & Soffa Industries IncCOM7,854$48.1 萬0.1%歷史
COLBColumbia Banking System, Inc.COM12,429$47.9 萬0.1%歷史
DOCHealthpeak Properties, Inc.COM14,334$47.7 萬0.1%歷史
SGENSeagen Inc.COM3,023$47.7 萬0.1%歷史