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CWM Advisors, LLC

SEC CIK
0001670139
最新申報
2026/8/12

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/10/10 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
827
較 2024 年第 2 季 +25
總值
$9.77 億
較 2024 年第 2 季 +$1.10 億 (+12.7%)
申報日
2024/10/10
SEC
CWM Advisors, LLC 在 2024 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
SMCISuper Micro Computer, Inc.COM107,421$4,473 萬4.6%+101,552+1,730.3%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD830,385$2,000 萬2.0%−160,821−16.2%減碼–
CATCaterpillar IncStock44,252$1,731 萬1.8%−4,624−9.5%減碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA343,383$1,724 萬1.8%+1,428+0.4%加碼–
ISRGIntuitive Surgical IncCOM NEW32,718$1,607 萬1.6%+667+2.1%加碼歷史
PGRProgressive CorpStock57,655$1,463 萬1.5%−2,574−4.3%減碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF452,263$1,461 萬1.5%+18,312+4.2%加碼–
KLACKLA CorpCOM NEW15,143$1,173 萬1.2%+2,703+21.7%加碼歷史
PLDPrologis, Inc.REIT88,477$1,117 萬1.1%−328−0.4%減碼歷史
ANETArista Networks, Inc.COM28,640$1,099 萬1.1%+2,976+11.6%加碼歷史
APHAmphenol CorpCL A145,107$945.5 萬1.0%+2,871+2.0%加碼歷史
CTASCintas CorpStock41,912$862.9 萬0.9%−6,576−13.6%減碼依 4 比 1 拆股換算歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID213,778$810.2 萬0.8%+5,436+2.6%加碼–
FANGDiamondback Energy, Inc.Stock45,478$784.0 萬0.8%+22,684+99.5%加碼歷史
PHParker-Hannifin CorpStock11,941$754.5 萬0.8%−1,088−8.4%減碼歷史
SNPSSynopsys IncCOM14,705$744.6 萬0.8%+466+3.3%加碼歷史
WELLWelltower Inc.REIT56,324$721.1 萬0.7%+53,785+2,118.4%加碼歷史
NEMNEWMONT CorpStock126,155$674.3 萬0.7%−6,910−5.2%減碼歷史
ROPRoper Technologies IncStock11,971$666.1 萬0.7%−258−2.1%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock45,587$635.3 萬0.6%+2,188+5.0%加碼歷史
MPWRMonolithic Power Systems, Inc.COM6,858$634.0 萬0.6%+2,230+48.2%加碼歷史
EMEEMCOR Group, Inc.Stock14,620$629.4 萬0.6%−1,764−10.8%減碼歷史
FCXFreeport-McMoran IncStock126,029$629.1 萬0.6%−19,587−13.5%減碼歷史
RSGRepublic Services, Inc.COM29,387$590.2 萬0.6%−405−1.4%減碼歷史
PCARPaccar IncCOM59,022$582.4 萬0.6%−11,867−16.7%減碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF27,154$579.8 萬0.6%+1,003+3.8%加碼–
SLBSLB LimitedStock137,990$578.9 萬0.6%+3,909+2.9%加碼歷史
EMREmerson Electric CoStock52,512$574.3 萬0.6%−3,033−5.5%減碼歷史
RMDResmed IncCOM22,591$551.5 萬0.6%+1,204+5.6%加碼歷史
FTNTFortinet, Inc.Stock70,822$549.2 萬0.6%−4,292−5.7%減碼歷史
SPGSimon Property Group Inc.REIT31,391$530.6 萬0.5%−1,716−5.2%減碼歷史
MSCIMSCI Inc.Stock8,982$523.6 萬0.5%−1,038−10.4%減碼歷史
IDXXIDEXX Laboratories IncCOM10,278$519.3 萬0.5%−354−3.3%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM25,917$514.8 萬0.5%−269−1.0%減碼歷史
DLRDigital Realty Trust, Inc.COM31,363$507.6 萬0.5%−1,349−4.1%減碼歷史
URIUnited Rentals, Inc.COM6,208$502.7 萬0.5%−434−6.5%減碼歷史
KMIKinder Morgan, Inc.Stock208,793$461.2 萬0.5%−12,568−5.7%減碼歷史
PAYXPaychex IncStock34,233$459.4 萬0.5%−10,205−23.0%減碼歷史
FCNCAFirst Citizens Bancshares IncCL A2,491$458.6 萬0.5%−28−1.1%減碼歷史
FICOFair Isaac CorpCOM2,344$455.6 萬0.5%−666−22.1%減碼歷史
NTAPNetApp, Inc.Stock36,439$450.1 萬0.5%+15,995+78.2%加碼歷史
IQVIQVIA Holdings Inc.Stock18,695$443.0 萬0.5%−350−1.8%減碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF108,897$442.9 萬0.5%+851+0.8%加碼–
MCHPMicrochip Technology IncStock51,658$414.8 萬0.4%−3,247−5.9%減碼歷史
TRGPTarga Resources Corp.COM27,994$414.3 萬0.4%+6,671+31.3%加碼歷史
CSGPCostar Group, Inc.COM54,676$412.5 萬0.4%+1,698+3.2%加碼歷史
ONOn Semiconductor CorpStock55,327$401.7 萬0.4%+8,147+17.3%加碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS122,036$383.7 萬0.4%+3,694+3.1%加碼–
EXRExtra Space Storage Inc.COM20,798$374.8 萬0.4%−716−3.3%減碼歷史
VRSKVerisk Analytics, Inc.COM13,782$369.3 萬0.4%−158−1.1%減碼歷史
NUENucor CorpCOM23,560$354.2 萬0.4%−743−3.1%減碼歷史
FSLRFirst Solar, Inc.Stock14,049$350.4 萬0.4%+544+4.0%加碼歷史
VEEVVeeva Systems IncStock16,450$345.2 萬0.4%−146−0.9%減碼歷史
CVLTCommvault Systems IncCOM22,383$344.4 萬0.4%+19,490+673.7%加碼歷史
CHEChemed CorpCOM5,409$325.1 萬0.3%+288+5.6%加碼歷史
QCOMQualcomm IncStock19,008$323.2 萬0.3%+14,052+283.5%加碼歷史
WSTWest Pharmaceutical Services IncCOM10,752$322.7 萬0.3%+535+5.2%加碼歷史
MOHMolina Healthcare, Inc.COM9,264$319.2 萬0.3%−39−0.4%減碼歷史
EHCEncompass Health CorpCOM33,010$319.0 萬0.3%−548−1.6%減碼歷史
RGAReinsurance Group of America IncCOM NEW14,152$308.3 萬0.3%−1,503−9.6%減碼歷史
MTDMettler Toledo International IncCOM2,044$306.5 萬0.3%−205−9.1%減碼歷史
CSLCarlisle Companies IncCOM6,790$305.4 萬0.3%−2,498−26.9%減碼歷史
VMRKVivmark ResidentialSH BEN INT40,391$300.8 萬0.3%+1,263+3.2%加碼歷史
GRMNGarmin LtdSHS16,358$287.9 萬0.3%+5,426+49.6%加碼歷史
STLDSteel Dynamics IncCOM22,638$285.4 萬0.3%+6,562+40.8%加碼歷史
JBHTHunt J B Transport Services IncCOM16,388$282.4 萬0.3%−666−3.9%減碼歷史
ANSSAnsys IncCOM8,806$280.6 萬0.3%−1,723−16.4%減碼歷史
KEYSKeysight Technologies, Inc.Stock17,563$279.1 萬0.3%−1,079−5.8%減碼歷史
NRGNRG Energy, Inc.Stock30,317$276.2 萬0.3%+30,317新進歷史
CNICanadian National Railway CoStock23,484$275.0 萬0.3%+1,745+8.0%加碼歷史
ETREntergy CorpCOM20,684$272.2 萬0.3%−2,016−8.9%減碼歷史
GENGen Digital Inc.Stock96,791$265.5 萬0.3%−4,843−4.8%減碼歷史
BRCBrady CorpCL A34,611$265.2 萬0.3%−2,231−6.1%減碼歷史
KBHKB HomeCOM30,854$264.4 萬0.3%−3,997−11.5%減碼歷史
NTNXNutanix, Inc.Stock44,606$264.3 萬0.3%+8,287+22.8%加碼歷史
DOVDOVER CorpCOM13,702$262.7 萬0.3%−441−3.1%減碼歷史
UDRUDR, Inc.COM57,892$262.5 萬0.3%+21,435+58.8%加碼歷史
TYLTyler Technologies IncCOM4,484$261.7 萬0.3%−9−0.2%減碼歷史
VTRVentas, Inc.REIT40,600$260.4 萬0.3%−1,882−4.4%減碼歷史
CWCurtiss Wright CorpStock7,877$258.9 萬0.3%−804−9.3%減碼歷史
DVNDevon Energy CorpStock66,159$258.8 萬0.3%+1,456+2.3%加碼歷史
UTHRUnited Therapeutics CorpCOM7,065$253.2 萬0.3%−3,151−30.8%減碼歷史
AVGOBroadcom Inc.Stock14,307$246.8 萬0.3%+12,657+767.1%加碼依 10 比 1 拆股換算歷史
SWKSSkyworks Solutions, Inc.Stock24,950$246.4 萬0.3%+676+2.8%加碼歷史
ACIWAci Worldwide, Inc.Stock47,904$243.8 萬0.2%+17,511+57.6%加碼歷史
STESTERIS plcSHS USD9,945$241.2 萬0.2%−782−7.3%減碼歷史
SLVMSylvamo CorpCOMMON STOCK27,849$239.1 萬0.2%+27,849新進歷史
BLDRBuilders FirstSource, Inc.Stock12,188$236.3 萬0.2%−1,868−13.3%減碼歷史
FLSFlowserve CorpCOM45,509$235.2 萬0.2%−303−0.7%減碼歷史
GPIGroup 1 Automotive IncCOM6,006$230.1 萬0.2%−222−3.6%減碼歷史
BWXTBWX Technologies, Inc.COM21,112$229.5 萬0.2%−8,691−29.2%減碼歷史
INVHInvitation Homes Inc.COM64,641$227.9 萬0.2%+369+0.6%加碼歷史
TERTeradyne, IncStock16,978$227.4 萬0.2%+1,029+6.5%加碼歷史
ATOAtmos Energy CorpCOM16,356$226.9 萬0.2%−545−3.2%減碼歷史
OHIOmega Healthcare Investors IncCOM55,601$226.3 萬0.2%−8,347−13.1%減碼歷史
AREAlexandria Real Estate Equities, Inc.COM18,921$224.7 萬0.2%−87−0.5%減碼歷史
TTDTrade Desk, Inc.Stock20,475$224.5 萬0.2%+20,475新進歷史
EPAMEPAM Systems, Inc.COM11,184$222.6 萬0.2%+375+3.5%加碼歷史
SFMSprouts Farmers Market, Inc.COM19,902$219.7 萬0.2%+1,736+9.6%加碼歷史
SEICSEI Investments CoCOM31,668$219.1 萬0.2%+639+2.1%加碼歷史

2024 年第 2 季之後清倉(96 檔)

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

CWM Advisors, LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
WIREEncore Wire CorpCOM8,472$245.5 萬0.3%歷史
KDKyndryl Holdings, Inc.Stock88,644$233.2 萬0.3%歷史
LAMRLamar Advertising CoREIT18,249$218.1 萬0.3%歷史
VNTVontier CorpStock54,108$206.7 萬0.2%歷史
ACLSAxcelis Technologies IncStock14,479$205.9 萬0.2%歷史
CPAYCorpay, Inc.COM SHS7,644$203.6 萬0.2%歷史
ARCBArcbest CorpCOM15,792$169.1 萬0.2%歷史
CHRDChord Energy CorpCOM NEW9,576$160.6 萬0.2%歷史
DINOHF Sinclair CorpCOM29,756$158.7 萬0.2%歷史
TXTernium S.A.SPONSORED ADS38,136$143.2 萬0.2%歷史
CNHCNH Industrial N.V.SHS136,215$138.0 萬0.2%歷史
RLRalph Lauren CorpCL A7,851$137.4 萬0.2%歷史
TTEKTetra Tech IncCOM6,463$132.2 萬0.2%歷史
BURLBurlington Stores, Inc.COM5,109$122.6 萬0.1%歷史
CRGYCrescent Energy CoCL A COM94,433$111.9 萬0.1%歷史
PRPermian Resources CorpCLASS A COM64,969$104.9 萬0.1%歷史
CFLTConfluent, Inc.CLASS A COM35,294$104.2 萬0.1%歷史
HEIHeico CorpCOM4,455$99.6 萬0.1%歷史
RBARB Global Inc.COM12,825$97.9 萬0.1%歷史
PVHPVH Corp.COM8,591$91.0 萬0.1%歷史
TDGTransDigm Group INCCOM675$86.2 萬0.1%歷史
ACGLArch Capital Group Ltd.Stock8,456$85.3 萬0.1%歷史
QUADQuad/Graphics, Inc.COM CL A155,994$85.0 萬0.1%歷史
ORRFOrrstown Financial Services IncCOM30,929$84.6 萬0.1%歷史
RXSTRxSight, Inc.COM14,016$84.3 萬0.1%歷史
BSVNBank7 Corp.COM26,546$83.1 萬0.1%歷史
THRThermon Group Holdings, Inc.COM26,887$82.7 萬0.1%歷史
FYBRFrontier Communications Parent, Inc.COM31,432$82.3 萬0.1%歷史
CRTOCriteo S.A.SPONS ADS21,712$81.9 萬0.1%歷史
PRDOPerdoceo Education CorpCOM38,180$81.8 萬0.1%歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN45,783$81.8 萬0.1%歷史
FBPFirst BancorpCOM NEW44,269$81.0 萬0.1%歷史
BAPCredicorp LtdCOM4,923$79.4 萬0.1%歷史
PFBCPreferred BankCOM NEW10,473$79.1 萬0.1%歷史
JILLJ.Jill, Inc.COM22,607$79.1 萬0.1%歷史
INSWInternational Seaways, Inc.COM13,357$79.0 萬0.1%歷史
ARLPAlliance Resource Partners LPStock32,288$79.0 萬0.1%歷史
WIXWix.com Ltd.SHS4,959$78.9 萬0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK39,621$78.3 萬0.1%歷史
AZZAzz IncCOM10,117$78.2 萬0.1%歷史
PRMWPrimo Water CorpCOM35,532$77.7 萬0.1%歷史
ARLOArlo Technologies, Inc.COM59,372$77.4 萬0.1%歷史
TRNSTranscat IncCOM6,454$77.2 萬0.1%歷史
CRAICra International, Inc.COM4,481$77.2 萬0.1%歷史
AGOAssured Guaranty LtdCOM9,972$76.9 萬0.1%歷史
TTTrane Technologies plcSHS2,333$76.7 萬0.1%歷史
VSTVistra Corp.Stock8,878$76.3 萬0.1%歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR9,405$76.2 萬0.1%歷史
ESPREsperion Therapeutics, Inc.COM341,223$75.8 萬0.1%歷史
VRTVertiv Holdings CoCOM CL A8,663$75.0 萬0.1%歷史
TPLTexas Pacific Land CorpStock1,010$74.2 萬0.1%歷史
OSUROrasure Technologies IncCOM172,287$73.4 萬0.1%歷史
WSMWilliams Sonoma IncCOM2,581$72.9 萬0.1%歷史
PDDPDD Holdings Inc.SPONSORED ADS5,435$72.3 萬0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A54,403$70.8 萬0.1%歷史
Flagstar Bank, National Association649445103COM161,508$52.0 萬0.1%–
FNFabrinetSHS2,012$49.2 萬0.1%歷史
WMKWeis Markets IncCOM6,270$39.4 萬<0.1%歷史
FCELFuelcell Energy IncCOM565,014$36.1 萬<0.1%歷史
CRCrane CoCOMMON STOCK2,447$35.5 萬<0.1%歷史
IMKTAIngles Markets IncCL A5,170$35.5 萬<0.1%歷史
ENSGEnsign Group, IncCOM2,867$35.5 萬<0.1%歷史
SAIASaia IncCOM747$35.4 萬<0.1%歷史
ALXOAlx Oncology Holdings IncCOM58,707$35.4 萬<0.1%歷史
NNNNNN REIT, Inc.REIT8,303$35.4 萬<0.1%歷史
Sunpower Corp867652406COM119,413$35.3 萬<0.1%–
SCIService Corp InternationalCOM4,969$35.3 萬<0.1%歷史
SBOWSilverbow Resources, Inc.COM9,339$35.3 萬<0.1%歷史
BLDQXO Insulation, LLCStock916$35.3 萬<0.1%歷史
RILYBRC Group Holdings, Inc.COM20,004$35.3 萬<0.1%歷史
REXRRexford Industrial Realty, Inc.COM7,913$35.3 萬<0.1%歷史
SGISomnigroup International Inc.COM7,445$35.2 萬<0.1%歷史
DCIDonaldson Co IncStock4,922$35.2 萬<0.1%歷史
SFStifel Financial CorpCOM4,185$35.2 萬<0.1%歷史
RGLDRoyal Gold IncStock2,811$35.2 萬<0.1%歷史
VSTOVista Outdoor Inc.COM9,336$35.1 萬<0.1%歷史
EXPEagle Materials IncCOM1,615$35.1 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM5,406$35.1 萬<0.1%歷史
MTZMastec IncCOM3,280$35.1 萬<0.1%歷史
PRIPrimerica, Inc.Stock1,483$35.1 萬<0.1%歷史
EWBCEast West Bancorp IncCOM4,791$35.1 萬<0.1%歷史
SLCAU.S. Silica Holdings, Inc.COM22,699$35.1 萬<0.1%歷史
NWLINational Western Life Group, Inc.CL A705$35.0 萬<0.1%歷史
GMEDGlobus Medical IncStock5,115$35.0 萬<0.1%歷史
TOLToll Brothers, Inc.COM3,041$35.0 萬<0.1%歷史
OLEDUniversal Display CorpCOM1,664$35.0 萬<0.1%歷史
FFIVF5, Inc.Stock2,027$34.9 萬<0.1%歷史
GWREGuidewire Software, Inc.COM2,531$34.9 萬<0.1%歷史
MORFMorphic Holding, Inc.COM10,227$34.8 萬<0.1%歷史
MSTRStrategy IncStock250$34.4 萬<0.1%歷史
RVTYRevvity, Inc.COM2,527$26.5 萬<0.1%歷史
HUBSHubSpot IncCOM449$26.5 萬<0.1%歷史
FWONALiberty Media CorpCOM LBTY ONE S A4,054$26.0 萬<0.1%歷史
PBFPBF Energy Inc.CL A5,128$23.6 萬<0.1%歷史
MURMurphy Oil CorpCOM5,505$22.7 萬<0.1%歷史
CVICVR Energy IncCOM8,471$22.7 萬<0.1%歷史