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CWM Advisors, LLC

SEC CIK
0001670139
最新申報
2026/8/12

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/5/7 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
792
較 2023 年第 4 季 +7
總值
$9.77 億
較 2023 年第 4 季 +$6,810 萬 (+7.5%)
申報日
2024/5/7
SEC
CWM Advisors, LLC 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CATCaterpillar IncStock54,544$1,999 萬2.0%+4,756+9.6%加碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA362,940$1,825 萬1.9%+66,865+22.6%加碼–
ISRGIntuitive Surgical IncCOM NEW38,270$1,527 萬1.6%+4,174+12.2%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD622,476$1,462 萬1.5%−10,084−1.6%減碼–
PGRProgressive CorpStock67,932$1,405 萬1.4%+5,629+9.0%加碼歷史
PLDPrologis, Inc.REIT106,531$1,387 萬1.4%+14,818+16.2%加碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE329,900$1,240 萬1.3%−20,573−5.9%減碼–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF405,404$1,217 萬1.2%−24,393−5.7%減碼–
KLACKLA CorpCOM NEW15,200$1,062 萬1.1%+1,664+12.3%加碼歷史
ANETArista Networks, Inc.COM34,460$999.3 萬1.0%−168−0.5%減碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID272,487$981.2 萬1.0%−19,769−6.8%減碼–
SNPSSynopsys IncCOM17,032$973.4 萬1.0%+464+2.8%加碼歷史
APHAmphenol CorpCL A83,952$968.4 萬1.0%+3,769+4.7%加碼歷史
SLBSLB LimitedStock158,937$871.1 萬0.9%+8,775+5.8%加碼歷史
CTASCintas CorpStock12,480$857.4 萬0.9%+710+6.0%加碼歷史
PCARPaccar IncCOM66,862$828.4 萬0.8%−7,350−9.9%減碼歷史
SMCISuper Micro Computer, Inc.COM7,962$804.2 萬0.8%−824−9.4%減碼歷史
ROPRoper Technologies IncStock14,301$802.0 萬0.8%+1,369+10.6%加碼歷史
PHParker-Hannifin CorpStock14,348$797.4 萬0.8%+1,241+9.5%加碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF193,176$751.6 萬0.8%−12,457−6.1%減碼–
EMREmerson Electric CoStock64,453$731.0 萬0.7%+64,453新進歷史
FCXFreeport-McMoran IncStock155,145$729.5 萬0.7%+8,126+5.5%加碼歷史
EMEEMCOR Group, Inc.Stock19,873$696.0 萬0.7%+7,458+60.1%加碼歷史
RSGRepublic Services, Inc.COM35,530$680.2 萬0.7%+3,204+9.9%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM30,656$672.3 萬0.7%+3,078+11.2%加碼依 2 比 1 拆股換算歷史
IDXXIDEXX Laboratories IncCOM12,038$650.0 萬0.7%+1,067+9.7%加碼歷史
PAYXPaychex IncStock51,842$636.6 萬0.7%+2,388+4.8%加碼歷史
FTNTFortinet, Inc.Stock91,528$625.2 萬0.6%+12,330+15.6%加碼歷史
NUENucor CorpCOM31,507$623.5 萬0.6%+180+0.6%加碼歷史
SPGSimon Property Group Inc.REIT37,873$592.7 萬0.6%+2,539+7.2%加碼歷史
MCHPMicrochip Technology IncStock64,491$578.5 萬0.6%+7,903+14.0%加碼歷史
IQVIQVIA Holdings Inc.Stock22,114$559.2 萬0.6%+2,678+13.8%加碼歷史
DLRDigital Realty Trust, Inc.COM38,497$554.5 萬0.6%+5,558+16.9%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock49,279$550.5 萬0.6%+2,881+6.2%加碼歷史
CPAYCorpay, Inc.COM SHS17,804$549.3 萬0.6%+9,163+106.0%加碼歷史
CSGPCostar Group, Inc.COM56,677$547.5 萬0.6%+518+0.9%加碼歷史
VEEVVeeva Systems IncStock23,361$541.2 萬0.6%+5,307+29.4%加碼歷史
URIUnited Rentals, Inc.COM7,370$531.4 萬0.5%−1,190−13.9%減碼歷史
MSCIMSCI Inc.Stock9,321$522.4 萬0.5%+1,331+16.7%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A3,028$495.1 萬0.5%+65+2.2%加碼歷史
FICOFair Isaac CorpCOM3,861$482.5 萬0.5%+133+3.6%加碼歷史
NEMNEWMONT CorpStock133,783$479.5 萬0.5%+10,642+8.6%加碼歷史
KMIKinder Morgan, Inc.Stock258,751$474.5 萬0.5%+21,256+9.0%加碼歷史
WSTWest Pharmaceutical Services IncCOM11,978$474.0 萬0.5%−1,305−9.8%減碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS151,749$464.2 萬0.5%−9,419−5.8%減碼–
CSLCarlisle Companies IncCOM11,059$433.3 萬0.4%+1,346+13.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM6,220$421.4 萬0.4%+946+17.9%加碼歷史
ONOn Semiconductor CorpStock56,529$415.8 萬0.4%+10,352+22.4%加碼歷史
VRSKVerisk Analytics, Inc.COM17,496$412.4 萬0.4%+2,007+13.0%加碼歷史
MOHMolina Healthcare, Inc.COM9,986$410.3 萬0.4%+331+3.4%加碼歷史
FANGDiamondback Energy, Inc.Stock20,635$408.9 萬0.4%−4,615−18.3%減碼歷史
GPCGenuine Parts CoStock25,197$390.4 萬0.4%+2,021+8.7%加碼歷史
JBHTHunt J B Transport Services IncCOM19,399$386.5 萬0.4%+2,369+13.9%加碼歷史
EXRExtra Space Storage Inc.COM26,182$384.9 萬0.4%+4,214+19.2%加碼歷史
DVNDevon Energy CorpStock74,107$371.9 萬0.4%+2,031+2.8%加碼歷史
NTAPNetApp, Inc.Stock34,693$364.2 萬0.4%+856+2.5%加碼歷史
STLDSteel Dynamics IncCOM24,493$363.1 萬0.4%−4,511−15.6%減碼歷史
RMDResmed IncCOM18,202$360.5 萬0.4%+916+5.3%加碼歷史
ANSSAnsys IncCOM10,255$356.0 萬0.4%+2,237+27.9%加碼歷史
EPAMEPAM Systems, Inc.COM12,622$348.6 萬0.4%+2,083+19.8%加碼歷史
SWKSSkyworks Solutions, Inc.Stock32,088$347.6 萬0.4%+2,897+9.9%加碼歷史
MTDMettler Toledo International IncCOM2,606$346.9 萬0.4%+191+7.9%加碼歷史
KEYSKeysight Technologies, Inc.Stock21,209$331.7 萬0.3%+1,804+9.3%加碼歷史
WSOWatsco IncCOM7,609$328.7 萬0.3%−1,687−18.1%減碼歷史
CHEChemed CorpCOM5,073$325.6 萬0.3%+192+3.9%加碼歷史
VMRKVivmark ResidentialSH BEN INT49,588$312.9 萬0.3%+4,987+11.2%加碼歷史
DOVDOVER CorpCOM17,658$312.9 萬0.3%+1,505+9.3%加碼歷史
BLDRBuilders FirstSource, Inc.Stock14,892$310.6 萬0.3%−4,034−21.3%減碼歷史
RGAReinsurance Group of America IncCOM NEW16,098$310.5 萬0.3%+5,493+51.8%加碼歷史
LWLamb Weston Holdings, Inc.Stock28,441$303.0 萬0.3%+10,477+58.3%加碼歷史
TRGPTarga Resources Corp.COM27,036$302.8 萬0.3%+646+2.4%加碼歷史
BWXTBWX Technologies, Inc.COM28,977$297.4 萬0.3%+11,705+67.8%加碼歷史
STESTERIS plcSHS USD13,140$295.4 萬0.3%+13,140新進歷史
CHKPCheck Point Software Technologies LtdORD17,968$294.7 萬0.3%−779−4.2%減碼歷史
IBNIcici Bank LtdADR110,726$292.4 萬0.3%−1,366−1.2%減碼歷史
ICLRIcon PLCCOM8,653$290.7 萬0.3%−978−10.2%減碼歷史
EHCEncompass Health CorpCOM34,470$284.7 萬0.3%+14,818+75.4%加碼歷史
CNICanadian National Railway CoStock21,600$284.5 萬0.3%−325−1.5%減碼歷史
GNTXGentex CorpCOM78,412$283.2 萬0.3%+36,353+86.4%加碼歷史
ETREntergy CorpCOM26,773$282.9 萬0.3%+2,195+8.9%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM21,919$282.6 萬0.3%+1,483+7.3%加碼歷史
INVHInvitation Homes Inc.COM78,521$279.6 萬0.3%+6,709+9.3%加碼歷史
KNSLKinsale Capital Group, Inc.Stock5,320$279.2 萬0.3%+228+4.5%加碼歷史
NXPINXP Semiconductors N.V.COM11,065$274.2 萬0.3%−15−0.1%減碼歷史
ENTGEntegris IncCOM19,475$273.7 萬0.3%+1,743+9.8%加碼歷史
GRMNGarmin LtdSHS18,371$273.5 萬0.3%−1,533−7.7%減碼歷史
DARDarling Ingredients Inc.COM58,682$272.9 萬0.3%+26,394+81.7%加碼歷史
MUSAMurphy USA Inc.COM6,506$272.7 萬0.3%+2,766+74.0%加碼歷史
RLRalph Lauren CorpCL A13,917$261.3 萬0.3%+13,917新進歷史
DINOHF Sinclair CorpCOM42,881$258.9 萬0.3%+18,643+76.9%加碼歷史
JBLJabil IncStock18,733$250.9 萬0.3%−3,280−14.9%減碼歷史
MANHManhattan Associates IncStock9,960$249.2 萬0.3%−117−1.2%減碼歷史
TYLTyler Technologies IncCOM5,798$246.4 萬0.3%+591+11.4%加碼歷史
FASTFastenal CoStock31,831$245.5 萬0.3%−4,797−13.1%減碼歷史
SNASnap-on IncCOM8,284$245.4 萬0.3%+2,949+55.3%加碼歷史
CNPCenterpoint Energy IncCOM85,621$243.9 萬0.2%+6,781+8.6%加碼歷史
OKTAOkta, Inc.CL A23,296$243.7 萬0.2%+3,465+17.5%加碼歷史
MLMMartin Marietta Materials IncCOM3,920$240.7 萬0.2%−867−18.1%減碼歷史
ATOAtmos Energy CorpCOM19,780$235.1 萬0.2%+1,907+10.7%加碼歷史
VTRVentas, Inc.REIT53,797$234.2 萬0.2%+6,894+14.7%加碼歷史

2023 年第 4 季之後清倉(95 檔)

2023 年第 4 季季末還持有、這份申報已經沒有的部位。

CWM Advisors, LLC 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
NOWServiceNow, Inc.Stock20,110$1,421 萬1.6%歷史
SYKStryker CorpStock36,761$1,101 萬1.2%歷史
ITGartner IncCOM8,520$384.3 萬0.4%歷史
FISFidelity National Information Services, Inc.Stock63,557$381.8 萬0.4%歷史
TSCOTractor Supply CoCOM17,092$367.5 萬0.4%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM13,797$264.1 萬0.3%歷史
LKQLKQ CorpCOM54,287$259.4 萬0.3%歷史
EXASExact Sciences CorpCOM34,442$254.8 萬0.3%歷史
CTSHCognizant Technology Solutions CorpCL A31,320$236.6 萬0.3%歷史
WATWaters CorpCOM7,017$231.0 萬0.3%歷史
HRLHormel Foods CorpCOM66,741$214.3 萬0.2%歷史
LPLALPL Financial Holdings Inc.COM9,003$204.9 萬0.2%歷史
ZBRAZebra Technologies CorpCL A6,718$183.6 萬0.2%歷史
LNTAlliant Energy CorpStock32,770$168.1 萬0.2%歷史
SCHWSchwab Charles CorpStock23,666$162.8 萬0.2%歷史
MOSMosaic CoCOM44,988$160.7 萬0.2%歷史
INGRIngredion IncCOM11,162$121.1 萬0.1%歷史
EQTEQT CorpStock31,308$121.0 萬0.1%歷史
AIZAssurant, Inc.Stock6,963$117.3 萬0.1%歷史
RPDRapid7, Inc.COM19,815$113.1 萬0.1%歷史
NWSANews CorpCL A35,949$88.3 萬0.1%歷史
EEni SpASPONSORED ADR25,876$88.0 萬0.1%歷史
UMCUnited Microelectronics CorpSPON ADR NEW101,663$86.0 萬0.1%歷史
GRFSGrifols SASP ADR REP B NVT73,952$85.5 萬0.1%歷史
SRPTSarepta Therapeutics, Inc.COM8,492$81.9 萬0.1%歷史
LNTHLantheus Holdings, Inc.Stock13,164$81.6 萬0.1%歷史
HYHyster-Yale, Inc.CL A12,929$80.4 萬0.1%歷史
VYGRVoyager Therapeutics, Inc.COM95,002$80.2 萬0.1%歷史
CORTCorcept Therapeutics IncCOM24,462$79.5 萬0.1%歷史
METCRamaco Resources, Inc.COM CL A46,180$79.3 萬0.1%歷史
DVAXDynavax Technologies CorpCOM NEW56,694$79.3 萬0.1%歷史
STNStantec IncCOM9,851$79.0 萬0.1%歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW33,801$78.9 萬0.1%歷史
TACTransalta CorpCOM94,826$78.8 萬0.1%歷史
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -61,848$78.5 萬0.1%歷史
PERIPerion Network Ltd.SHS NEW25,369$78.3 萬0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS19,493$78.3 萬0.1%歷史
CRHCRH Public Ltd CoORD11,292$78.1 萬0.1%歷史
WWDWoodward, Inc.COM5,730$78.0 萬0.1%歷史
OSUROrasure Technologies IncCOM94,534$77.5 萬0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR10,578$77.5 萬0.1%歷史
CPACopa Holdings, S.A.CL A7,291$77.5 萬0.1%歷史
CASHPathward Financial, Inc.COM14,547$77.0 萬0.1%歷史
CVECenovus Energy Inc.COM46,159$76.9 萬0.1%歷史
GSMFerroglobe PLCSHS118,017$76.8 萬0.1%歷史
OFGOfg BancorpCOM20,497$76.8 萬0.1%歷史
OTEXOpen Text CorpCOM18,277$76.8 萬0.1%歷史
MELIMercadolibre IncCOM482$75.7 萬0.1%歷史
First BK Williamstown New Je31931U102COM51,450$75.6 萬0.1%–
RITMRithm Capital Corp.REIT70,102$74.9 萬0.1%歷史
EDNEdenorSPON ADR38,389$74.4 萬0.1%歷史
UVEUniversal Insurance Holdings, Inc.COM46,404$74.2 萬0.1%歷史
PKPark Hotels & Resorts Inc.COM46,557$71.2 萬0.1%歷史
AESAES CorpStock27,968$53.8 萬0.1%歷史
ITWIllinois Tool Works IncStock2,016$52.8 萬0.1%歷史
BENFranklin Templeton IncCOM14,994$44.7 萬<0.1%歷史
CDNSCadence Design Systems IncStock1,638$44.6 萬<0.1%歷史
CARRCarrier Global CorpStock7,761$44.6 萬<0.1%歷史
MTBM&T Bank CorpCOM3,252$44.6 萬<0.1%歷史
WMBWilliams Companies, Inc.COM12,768$44.5 萬<0.1%歷史
HBANHuntington Bancshares IncCOM34,911$44.4 萬<0.1%歷史
AYXAlteryx, Inc.COM CL A9,415$44.4 萬<0.1%歷史
PPGPPG Industries IncStock2,966$44.4 萬<0.1%歷史
BKNGBooking Holdings Inc.Stock125$44.3 萬<0.1%歷史
FITBFifth Third BancorpCOM12,854$44.3 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock1,736$44.3 萬<0.1%歷史
SNAPSnap IncStock26,060$44.1 萬<0.1%歷史
KIMKimco Realty CorpCOM20,667$44.0 萬<0.1%歷史
Textainer Group Holdings LtdG8766E109SHS8,800$43.3 萬<0.1%–
DMCDel Monte CorpORD16,283$42.7 萬<0.1%歷史
KOPKoppers Holdings Inc.COM7,927$40.6 萬<0.1%歷史
SBHSally Beauty Holdings, Inc.COM29,174$38.7 萬<0.1%歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW13,580$38.6 萬<0.1%歷史
MRTXMirati Therapeutics, Inc.COM6,561$38.5 萬<0.1%歷史
KFYKorn FerryCOM NEW6,488$38.5 萬<0.1%歷史
THGHanover Insurance Group, Inc.COM3,170$38.5 萬<0.1%歷史
SKXSkechers USA IncCL A6,165$38.4 萬<0.1%歷史
FAFFirst American Financial CorpStock5,963$38.4 萬<0.1%歷史
WENWendy's CoStock19,702$38.4 萬<0.1%歷史
ATKRAtkore Inc.COM2,396$38.3 萬<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM10,370$38.3 萬<0.1%歷史
CBSHCommerce Bancshares IncStock7,171$38.3 萬<0.1%歷史
WDWalker & Dunlop, Inc.COM3,450$38.3 萬<0.1%歷史
TEXTerex CorpStock6,664$38.3 萬<0.1%歷史
MDRXVeradigm Inc.COM36,475$38.3 萬<0.1%歷史
CNOCNO Financial Group, Inc.COM13,713$38.3 萬<0.1%歷史
PGTIPGT Innovations, Inc.COM9,397$38.2 萬<0.1%歷史
EXTRExtreme Networks IncCOM21,653$38.2 萬<0.1%歷史
HURNHuron Consulting Group Inc.Stock3,714$38.2 萬<0.1%歷史
Healthpeak Properties, Inc.71943U104COM28,628$38.1 萬<0.1%–
SABRSabre CorpCOM86,495$38.1 萬<0.1%歷史
BERYBerry Global Group, Inc.COM5,268$35.5 萬<0.1%歷史
WORWorthington Enterprises, Inc.COM4,765$27.4 萬<0.1%歷史
DDD3D Systems CorpCOM NEW10,116$6.42 萬<0.1%歷史
SIDNational Steel CoSPONSORED ADR11,305$4.44 萬<0.1%歷史