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CWM Advisors, LLC

SEC CIK
0001670139
最新申報
2026/8/12

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/6/3 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
800
較 2024 年第 4 季 −24
總值
$8.41 億
較 2024 年第 4 季 −$5,230 萬 (−5.9%)
申報日
2025/6/3
SEC
CWM Advisors, LLC 在 2025 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
Schwab Strategic Tr808524862SHT TM US TRES932,160$2,269 萬2.7%+932,160新進–
PGRProgressive CorpStock58,215$1,648 萬2.0%+2,294+4.1%加碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF518,265$1,593 萬1.9%+22,527+4.5%加碼–
CATCaterpillar IncStock46,037$1,518 萬1.8%+2,873+6.7%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD584,723$1,389 萬1.7%+35,496+6.5%加碼–
ANETArista Networks, Inc.Stock154,905$1,200 萬1.4%+25,875+20.1%加碼歷史
KLACKLA CorpCOM NEW16,370$1,113 萬1.3%+1,389+9.3%加碼歷史
PLDPrologis, Inc.REIT90,605$1,013 萬1.2%+7,518+9.0%加碼歷史
APHAmphenol CorpCL A143,081$938.5 萬1.1%−11,433−7.4%減碼歷史
WELLWelltower Inc.REIT59,062$904.9 萬1.1%+2,996+5.3%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock47,341$783.9 萬0.9%+7,734+19.5%加碼歷史
FTNTFortinet, Inc.Stock79,129$761.7 萬0.9%+8,292+11.7%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID223,049$761.0 萬0.9%−11,381−4.9%減碼–
CTASCintas CorpStock36,687$754.0 萬0.9%−440−1.2%減碼歷史
PHParker-Hannifin CorpStock12,386$752.9 萬0.9%+596+5.1%加碼歷史
PCARPaccar IncCOM75,918$739.2 萬0.9%+9,932+15.1%加碼歷史
RSGRepublic Services, Inc.COM28,729$695.7 萬0.8%−134−0.5%減碼歷史
VEEVVeeva Systems IncStock28,703$664.8 萬0.8%+9,268+47.7%加碼歷史
FANGDiamondback Energy, Inc.Stock40,548$648.3 萬0.8%+3,330+8.9%加碼歷史
RMDResmed IncCOM28,578$639.7 萬0.8%+6,472+29.3%加碼歷史
ROPRoper Technologies IncStock10,290$606.7 萬0.7%−1,549−13.1%減碼歷史
KMIKinder Morgan, Inc.Stock205,930$587.5 萬0.7%+4,695+2.3%加碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF28,547$586.6 萬0.7%−1,841−6.1%減碼–
IDXXIDEXX Laboratories IncCOM13,577$570.2 萬0.7%+3,472+34.4%加碼歷史
FCXFreeport-McMoran IncStock146,029$552.9 萬0.7%+10,176+7.5%加碼歷史
SLBSLB LimitedStock131,614$550.1 萬0.7%+2,222+1.7%加碼歷史
QCOMQualcomm IncStock34,918$536.4 萬0.6%+15,374+78.7%加碼歷史
SPGSimon Property Group Inc.REIT32,259$535.8 萬0.6%+1,750+5.7%加碼歷史
NEMNEWMONT CorpStock109,716$529.7 萬0.6%+311+0.3%加碼歷史
MPWRMonolithic Power Systems, Inc.COM9,065$525.8 萬0.6%+1,951+27.4%加碼歷史
PAYXPaychex IncStock33,270$513.3 萬0.6%−125−0.4%減碼歷史
DLRDigital Realty Trust, Inc.COM35,122$503.3 萬0.6%+3,515+11.1%加碼歷史
TRGPTarga Resources Corp.COM24,743$496.0 萬0.6%−335−1.3%減碼歷史
EMEEMCOR Group, Inc.Stock13,096$484.1 萬0.6%−944−6.7%減碼歷史
KNSLKinsale Capital Group, Inc.Stock9,180$446.8 萬0.5%+4,812+110.2%加碼歷史
FICOFair Isaac CorpCOM2,386$440.0 萬0.5%+73+3.2%加碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF114,401$439.4 萬0.5%−1,511−1.3%減碼–
MSCIMSCI Inc.Stock7,595$429.5 萬0.5%−1,389−15.5%減碼歷史
VRSKVerisk Analytics, Inc.COM13,428$399.6 萬0.5%+70+0.5%加碼歷史
URIUnited Rentals, Inc.COM6,340$397.3 萬0.5%+149+2.4%加碼歷史
MANHManhattan Associates IncStock22,948$397.1 萬0.5%+16,271+243.7%加碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS133,951$377.1 萬0.4%−7,939−5.6%減碼–
ETREntergy CorpCOM42,629$364.4 萬0.4%+1,707+4.2%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM21,107$349.2 萬0.4%−4,066−16.2%減碼歷史
CVLTCommvault Systems IncCOM21,688$342.1 萬0.4%+3,222+17.4%加碼歷史
IQVIQVIA Holdings Inc.Stock19,087$336.5 萬0.4%+1,296+7.3%加碼歷史
CSGPCostar Group, Inc.COM42,375$335.7 萬0.4%−9,920−19.0%減碼歷史
SSNCSS&C Technologies Holdings IncCOM39,832$332.7 萬0.4%+36,429+1,070.5%加碼歷史
WALWestern Alliance BancorporationCOM42,391$325.7 萬0.4%+29,722+234.6%加碼歷史
CWCurtiss Wright CorpStock10,258$325.5 萬0.4%+174+1.7%加碼歷史
EXRExtra Space Storage Inc.COM21,476$318.9 萬0.4%+896+4.4%加碼歷史
NUENucor CorpCOM26,216$315.5 萬0.4%+2,973+12.8%加碼歷史
IDCCInterDigital, Inc.COM15,227$314.8 萬0.4%+4,188+37.9%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW29,618$303.3 萬0.4%+21,776+277.7%加碼歷史
VTRVentas, Inc.REIT43,936$302.1 萬0.4%+2,760+6.7%加碼歷史
MCHPMicrochip Technology IncStock61,632$298.4 萬0.4%+9,153+17.4%加碼歷史
EHCEncompass Health CorpCOM29,376$297.5 萬0.4%−3,020−9.3%減碼歷史
NRGNRG Energy, Inc.Stock30,639$292.5 萬0.3%−4,543−12.9%減碼歷史
NVRNVR IncCOM403$291.9 萬0.3%+238+144.2%加碼歷史
NTNXNutanix, Inc.Stock41,472$289.5 萬0.3%+12,489+43.1%加碼歷史
ANSSAnsys IncCOM9,109$288.4 萬0.3%+687+8.2%加碼歷史
ORLYO Reilly Automotive IncStock2,007$287.5 萬0.3%+1,719+596.9%加碼歷史
VMRKVivmark ResidentialSH BEN INT39,664$283.9 萬0.3%+1,749+4.6%加碼歷史
TYLTyler Technologies IncCOM4,604$267.7 萬0.3%+204+4.6%加碼歷史
MTDMettler Toledo International IncCOM2,235$263.9 萬0.3%+177+8.6%加碼歷史
ATOAtmos Energy CorpCOM17,005$262.9 萬0.3%+989+6.2%加碼歷史
DHIHorton D R IncCOM20,384$259.1 萬0.3%+18,086+787.0%加碼歷史
EXPDExpeditors International of Washington IncCOM21,441$257.8 萬0.3%+11,068+106.7%加碼歷史
DOVDOVER CorpCOM14,640$257.2 萬0.3%+1,170+8.7%加碼歷史
SFMSprouts Farmers Market, Inc.COM16,809$256.6 萬0.3%+5,565+49.5%加碼歷史
CNKCinemark Holdings, Inc.COM102,936$256.2 萬0.3%+88,338+605.1%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A1,378$255.5 萬0.3%−363−20.9%減碼歷史
CNPCenterpoint Energy IncCOM70,483$255.4 萬0.3%+1,667+2.4%加碼歷史
SMCISuper Micro Computer, Inc.Stock74,395$254.7 萬0.3%+11,864+19.0%加碼歷史
KBHKB HomeCOM43,496$252.8 萬0.3%+11,374+35.4%加碼歷史
BRCBrady CorpCL A35,675$252.0 萬0.3%+1,013+2.9%加碼歷史
WTFCWintrust Financial CorpCOM22,254$250.3 萬0.3%+19,037+591.8%加碼歷史
PHMPultegroup IncCOM24,059$247.3 萬0.3%+14,185+143.7%加碼歷史
AVGOBroadcom Inc.Stock14,740$246.8 萬0.3%−2,865−16.3%減碼歷史
JBLJabil IncStock17,743$241.4 萬0.3%+6,072+52.0%加碼歷史
DVNDevon Energy CorpStock63,243$236.5 萬0.3%+780+1.2%加碼歷史
STESTERIS plcSHS USD10,336$234.3 萬0.3%+348+3.5%加碼歷史
CHEChemed CorpCOM3,721$229.0 萬0.3%−1,700−31.4%減碼歷史
CMSCMS Energy CorpCOM30,439$228.6 萬0.3%+284+0.9%加碼歷史
MUSAMurphy USA Inc.COM4,800$225.5 萬0.3%+614+14.7%加碼歷史
ANAutonation, Inc.COM13,900$225.1 萬0.3%+1,706+14.0%加碼歷史
FLSFlowserve CorpCOM45,960$224.5 萬0.3%+526+1.2%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM19,500$222.5 萬0.3%−15,444−44.2%減碼歷史
GPIGroup 1 Automotive IncCOM5,800$221.5 萬0.3%−206−3.4%減碼歷史
FCNFti Consulting, IncCOM13,500$221.5 萬0.3%+4,036+42.6%加碼歷史
CASYCaseys General Stores IncCOM5,100$221.4 萬0.3%−542−9.6%減碼歷史
ENSGEnsign Group, IncCOM17,040$220.5 萬0.3%+17,040新進歷史
OHIOmega Healthcare Investors IncCOM57,900$220.5 萬0.3%+2,299+4.1%加碼歷史
ORIOld Republic International CorpCOM56,200$220.4 萬0.3%−5,043−8.2%減碼歷史
PAYCPaycom Software, Inc.Stock10,080$220.2 萬0.3%+10,080新進歷史
SLVMSylvamo CorpCOMMON STOCK32,803$220.0 萬0.3%+4,954+17.8%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM17,280$219.5 萬0.3%+17,280新進歷史
UTHRUnited Therapeutics CorpCOM7,114$219.3 萬0.3%−1,237−14.8%減碼歷史
EWBCEast West Bancorp IncCOM24,360$218.7 萬0.3%+24,360新進歷史
TTEKTetra Tech IncCOM74,727$218.6 萬0.3%+74,727新進歷史

2024 年第 4 季之後清倉(93 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

CWM Advisors, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
WisdomTree Tr97717Y527FLOATNG RAT TREA355,100$1,787 萬2.0%–
ISRGIntuitive Surgical IncCOM NEW32,491$1,696 萬1.9%歷史
SNPSSynopsys IncCOM14,140$686.3 萬0.8%歷史
EMREmerson Electric CoStock52,404$649.4 萬0.7%歷史
NTAPNetApp, Inc.Stock36,275$421.1 萬0.5%歷史
KEYSKeysight Technologies, Inc.Stock17,440$280.1 萬0.3%歷史
TTDTrade Desk, Inc.Stock20,475$240.6 萬0.3%歷史
PEGAPegasystems IncCOM25,540$238.0 萬0.3%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR9,120$180.1 萬0.2%歷史
TXRHTexas Roadhouse, Inc.COM9,840$177.5 萬0.2%歷史
GENGen Digital Inc.Stock63,724$174.5 萬0.2%歷史
CACICACI International IncCL A3,892$157.3 萬0.2%歷史
OKTAOkta, Inc.CL A18,804$148.2 萬0.2%歷史
BOTJBank of the James Financial Group IncCOM72,360$110.8 萬0.1%歷史
CIVBCivista Bancshares, Inc.COM NO PAR52,528$110.5 萬0.1%歷史
NTESNetEase, Inc.SPONSORED ADS12,194$108.8 萬0.1%歷史
CEGConstellation Energy CorpStock4,739$106.0 萬0.1%歷史
EWEdwards Lifesciences CorpStock14,242$105.4 萬0.1%歷史
ELVElevance Health, Inc.Stock2,842$104.8 萬0.1%歷史
CFRCullen/Frost Bankers, Inc.COM7,772$104.3 萬0.1%歷史
IBNIcici Bank LtdADR34,656$103.5 萬0.1%歷史
PBHCPathfinder Bancorp, Inc.COM58,960$100.6 萬0.1%歷史
ALGAlamo Group IncCOM5,360$99.6 萬0.1%歷史
AXAxos Financial, Inc.COM14,223$99.4 萬0.1%歷史
PFCPremier Financial CorpCOM38,592$98.7 萬0.1%歷史
MVBFMVB Financial CorpCOM47,302$97.9 萬0.1%歷史
GIIIG III Apparel Group LtdCOM29,614$96.6 萬0.1%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS44,699$96.0 萬0.1%歷史
MEDMedifast IncCOM54,270$95.6 萬0.1%歷史
COLBColumbia Banking System, Inc.COM34,988$94.5 萬0.1%歷史
MIDDMIDDLEBY CorpCOM6,968$94.4 萬0.1%歷史
PAGPenske Automotive Group, Inc.COM6,164$94.0 萬0.1%歷史
NICENICE Ltd.SPONSORED ADR5,494$93.3 萬0.1%歷史
LECOLincoln Electric Holdings IncCOM4,958$92.9 萬0.1%歷史
CRNTCeragon Networks LtdStock193,366$90.3 萬0.1%歷史
ASRSoutheast Airport GroupSPON ADR SER B3,484$89.8 萬0.1%歷史
LIILennox International IncCOM1,467$89.4 萬0.1%歷史
NFBKNorthfield Bancorp, Inc.COM76,782$89.2 萬0.1%歷史
NGSNatural Gas Services Group IncCOM33,195$89.0 萬0.1%歷史
LFUSLittelfuse IncCOM3,752$88.4 萬0.1%歷史
EZPWEzcorp IncCL A NON VTG70,764$86.5 萬0.1%歷史
CPCanadian Pacific Kansas City LtdCOM11,926$86.3 萬0.1%歷史
EGPEastgroup Properties IncCOM5,368$86.2 萬0.1%歷史
SNEXStoneX Group Inc.COM8,736$85.6 萬0.1%歷史
CWCOConsolidated Water Co. Ltd.ORD32,808$84.9 萬0.1%歷史
OSPNOneSpan Inc.COM45,578$84.5 萬0.1%歷史
UNTYUnity Bancorp IncCOM19,370$84.5 萬0.1%歷史
CLMBClimb Global Solutions, Inc.COM6,606$83.7 萬0.1%歷史
PRGPROG Holdings, Inc.Stock19,710$83.3 萬0.1%歷史
FHIFederated Hermes, Inc.CL B20,158$82.9 萬0.1%歷史
DALDelta Air Lines, Inc.COM NEW13,662$82.7 萬0.1%歷史
APOGApogee Enterprises, Inc.COM11,534$82.4 萬0.1%歷史
TCMDTactile Systems Technology IncCOM48,052$82.3 萬0.1%歷史
CSVCarriage Services IncCOM20,604$82.1 萬0.1%歷史
BFHBread Financial Holdings, Inc.COM13,438$82.1 萬0.1%歷史
WWDWoodward, Inc.COM4,926$82.0 萬0.1%歷史
PRDOPerdoceo Education CorpCOM30,908$81.8 萬0.1%歷史
CASHPathward Financial, Inc.COM11,088$81.6 萬0.1%歷史
PFGCPerformance Food Group CoCOM9,632$81.4 萬0.1%歷史
YUMCYum China Holdings, Inc.COM16,798$80.9 萬0.1%歷史
RNRRenaissancere Holdings LtdCOM3,248$80.8 萬0.1%歷史
CORTCorcept Therapeutics IncCOM16,016$80.7 萬0.1%歷史
OFLXOmega Flex, Inc.COM19,162$80.4 萬0.1%歷史
ELDNEledon Pharmaceuticals, Inc.COM194,688$80.2 萬0.1%歷史
DOCUDocuSign, Inc.Stock8,727$78.5 萬0.1%歷史
CRICarters IncCOM14,472$78.4 萬0.1%歷史
UISUnisys CorpCOM NEW121,535$76.9 萬0.1%歷史
MKTXMarketaxess Holdings IncCOM3,350$75.7 萬0.1%歷史
MTLSMaterialise NVSPONSORED ADS107,397$75.6 萬0.1%歷史
POWLPowell Industries IncStock3,360$74.5 萬0.1%歷史
DDLDingdong (Cayman) LtdADS205,620$67.4 萬0.1%歷史
WCCWesco International IncCOM3,677$66.5 萬0.1%歷史
OLEDUniversal Display CorpCOM3,160$46.2 萬0.1%歷史
ITCIIntra-Cellular Therapies, Inc.COM4,915$41.0 萬<0.1%歷史
LITELumentum Holdings Inc.COM4,800$40.3 萬<0.1%歷史
IBTXIndependent Bank Group, Inc.COM6,626$40.2 萬<0.1%歷史
NWLNewell Brands Inc.Stock40,332$40.2 萬<0.1%歷史
GSATGlobalstar, Inc.COM193,846$40.1 萬<0.1%歷史
RVNCRevance Therapeutics, Inc.COM131,892$40.1 萬<0.1%歷史
CSGSCSG Systems International IncCOM7,841$40.1 萬<0.1%歷史
INFNInfinera CorpCOM60,974$40.1 萬<0.1%歷史
VYXNCR Voyix CorpCOM28,944$40.1 萬<0.1%歷史
SCWXSecureWorks CorpCL A47,316$40.0 萬<0.1%歷史
ROICRetail Opportunity Investments CorpCOM23,025$40.0 萬<0.1%歷史
SUMSummit Materials, Inc.CL A7,893$39.9 萬<0.1%歷史
PZZAPapa Johns International IncStock9,711$39.9 萬<0.1%歷史
TDOCTeladoc Health, Inc.COM43,557$39.6 萬<0.1%歷史
WYWeyerhaeuser CoCOM NEW9,234$26.0 萬<0.1%歷史
DLTRDollar Tree, Inc.COM3,464$26.0 萬<0.1%歷史
OCOwens CorningStock1,519$25.9 萬<0.1%歷史
GFSGLOBALFOUNDRIES Inc.Stock6,029$25.9 萬<0.1%歷史
PANWPalo Alto Networks IncStock1,420$25.8 萬<0.1%歷史
PGREParamount Group, Inc.COM15,325$7.57 萬<0.1%歷史