CWM Advisors, LLC
- SEC CIK
- 0001670139
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/24 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 824
- 較 2025 年第 1 季 +24
- 總值
- $9.18 億
- 較 2025 年第 1 季 +$7,667 萬 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CATCaterpillar Inc | Stock | 50,232 | $1,950 萬 | 2.1% | +4,195+9.1% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 468,358 | $1,605 萬 | 1.7% | −49,907−9.6% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 655,590 | $1,598 萬 | 1.7% | −276,570−29.7% | 減碼 | – |
| PGRProgressive Corp | Stock | 59,693 | $1,593 萬 | 1.7% | +1,478+2.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 149,458 | $1,476 萬 | 1.6% | +6,377+4.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 142,813 | $1,461 萬 | 1.6% | −12,092−7.8% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 598,053 | $1,436 萬 | 1.6% | +13,330+2.3% | 加碼 | – |
| KLACKLA Corp | COM NEW | 15,684 | $1,405 萬 | 1.5% | −686−4.2% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 215,690 | $1,195 萬 | 1.3% | +26,326+13.9% | 加碼依 4 比 1 拆股換算 | 歷史 |
| WELLWelltower Inc. | REIT | 68,748 | $1,057 萬 | 1.2% | +9,686+16.4% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 178,355 | $1,039 萬 | 1.1% | +68,639+62.6% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 98,265 | $1,039 萬 | 1.1% | +19,136+24.2% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 94,443 | $992.8 萬 | 1.1% | +3,838+4.2% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 40,234 | $896.7 萬 | 1.0% | +3,547+9.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 301,908 | $887.6 萬 | 1.0% | +95,978+46.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 11,890 | $830.5 萬 | 0.9% | −496−4.0% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 229,889 | $816.8 萬 | 0.9% | +6,840+3.1% | 加碼 | – |
| RSGRepublic Services, Inc. | COM | 30,966 | $763.7 萬 | 0.8% | +2,237+7.8% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 10,998 | $623.4 萬 | 0.7% | +708+6.9% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 142,413 | $617.4 萬 | 0.7% | −3,616−2.5% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66537J796 | INSPIRE 500 ETF | 26,817 | $614.9 萬 | 0.7% | −1,730−6.1% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 44,646 | $613.4 萬 | 0.7% | +4,098+10.1% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 34,630 | $603.7 萬 | 0.7% | −492−1.4% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 8,090 | $591.7 萬 | 0.6% | −975−10.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 19,461 | $560.4 萬 | 0.6% | −9,242−32.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 38,054 | $553.5 萬 | 0.6% | +4,784+14.4% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 33,337 | $535.9 萬 | 0.6% | +1,078+3.3% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 9,670 | $517.2 萬 | 0.6% | −3,426−26.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 32,182 | $512.5 萬 | 0.6% | −2,736−7.8% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 149,541 | $505.4 萬 | 0.6% | +17,927+13.6% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 53,158 | $505.3 萬 | 0.6% | −22,760−30.0% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 13,965 | $488.9 萬 | 0.5% | +5,965+74.6% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 18,897 | $487.5 萬 | 0.5% | −9,681−33.9% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 115,509 | $477.4 萬 | 0.5% | +1,108+1.0% | 加碼 | – |
| NRGNRG Energy, Inc. | Stock | 29,260 | $469.8 萬 | 0.5% | −1,379−4.5% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 8,462 | $453.8 萬 | 0.5% | −5,115−37.7% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 5,989 | $451.2 萬 | 0.5% | −351−5.5% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 2,445 | $446.9 萬 | 0.5% | +59+2.5% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 14,075 | $438.4 萬 | 0.5% | +647+4.8% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 7,457 | $430.1 萬 | 0.5% | −138−1.8% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H187 | INSPIRE FIDELIS | 121,803 | $386.7 萬 | 0.4% | −12,148−9.1% | 減碼 | – |
| TRGPTarga Resources Corp. | COM | 21,837 | $380.1 萬 | 0.4% | −2,906−11.7% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 53,406 | $375.8 萬 | 0.4% | −8,226−13.3% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 25,704 | $370.3 萬 | 0.4% | +3,804+17.4% | 加碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 21,090 | $367.7 萬 | 0.4% | −598−2.8% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 43,615 | $362.5 萬 | 0.4% | +986+2.3% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 44,012 | $353.9 萬 | 0.4% | +1,637+3.9% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,341 | $350.5 萬 | 0.4% | +1,017+313.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,662 | $349.0 萬 | 0.4% | −2,078−14.1% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 21,219 | $344.4 萬 | 0.4% | +112+0.5% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 14,084 | $338.3 萬 | 0.4% | +3,748+36.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 53,489 | $335.1 萬 | 0.4% | +45,536+572.6% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 6,790 | $331.7 萬 | 0.4% | −3,468−33.8% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 27,729 | $331.7 萬 | 0.4% | +24,165+678.0% | 加碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 14,777 | $331.3 萬 | 0.4% | −450−3.0% | 減碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 22,293 | $328.7 萬 | 0.4% | +817+3.8% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 26,544 | $325.5 萬 | 0.4% | −2,832−9.6% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 15,556 | $324.7 萬 | 0.4% | +6,128+65.0% | 加碼 | 歷史 |
| SEICSEI Investments Co | COM | 35,391 | $318.0 萬 | 0.3% | +7,291+25.9% | 加碼 | 歷史 |
| NUENucor Corp | COM | 24,084 | $312.0 萬 | 0.3% | −2,132−8.1% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 8,865 | $311.4 萬 | 0.3% | −244−2.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 34,467 | $310.7 萬 | 0.3% | +4,362+14.5% | 加碼依 15 比 1 拆股換算 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 19,434 | $306.3 萬 | 0.3% | +347+1.8% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 816 | $302.9 萬 | 0.3% | +731+860.0% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 47,353 | $299.0 萬 | 0.3% | +3,417+7.8% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 60,813 | $298.0 萬 | 0.3% | −13,582−18.3% | 減碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 43,700 | $294.9 萬 | 0.3% | +4,036+10.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 5,535 | $292.9 萬 | 0.3% | +5,535 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 43,024 | $290.2 萬 | 0.3% | +38,428+836.1% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 4,858 | $288.0 萬 | 0.3% | +254+5.5% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 15,375 | $286.2 萬 | 0.3% | +9,543+163.6% | 加碼 | 歷史 |
| CNKCinemark Holdings, Inc. | COM | 94,124 | $284.1 萬 | 0.3% | −8,812−8.6% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 17,123 | $281.9 萬 | 0.3% | +314+1.9% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 24,354 | $280.9 萬 | 0.3% | +24,354 | 新進 | 歷史 |
| ATOAtmos Energy Corp | COM | 17,851 | $275.1 萬 | 0.3% | +846+5.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 27,031 | $272.8 萬 | 0.3% | +27,031 | 新進 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 73,475 | $269.9 萬 | 0.3% | +2,992+4.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 148,461 | $269.2 萬 | 0.3% | +148,461 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 5,224 | $266.6 萬 | 0.3% | +124+2.4% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 623,241 | $264.9 萬 | 0.3% | +623,241 | 新進 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 48,585 | $264.0 萬 | 0.3% | +48,585 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 2,229 | $261.8 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,134 | $261.6 萬 | 0.3% | +7,134 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 14,260 | $261.3 萬 | 0.3% | −380−2.6% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 84,255 | $261.3 萬 | 0.3% | +84,255 | 新進 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 46,863 | $259.1 萬 | 0.3% | +46,863 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 32,349 | $256.4 萬 | 0.3% | +32,349 | 新進 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1,297 | $253.8 萬 | 0.3% | −81−5.9% | 減碼 | 歷史 |
| ANAutonation, Inc. | COM | 12,510 | $248.5 萬 | 0.3% | −1,390−10.0% | 減碼 | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 41,897 | $241.6 萬 | 0.3% | −4,402−9.5% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 45,990 | $241.0 萬 | 0.3% | −2,865−5.9% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 10,936 | $238.9 萬 | 0.3% | +437+4.2% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 74,744 | $237.8 萬 | 0.3% | +11,501+18.2% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 10,703 | $236.8 萬 | 0.3% | +1,743+19.5% | 加碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 30,437 | $232.7 萬 | 0.3% | −11,035−26.6% | 減碼 | 歷史 |
| GGenpact LTD | SHS | 52,011 | $228.9 萬 | 0.2% | +23,213+80.6% | 加碼 | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 5,220 | $228.0 萬 | 0.2% | −580−10.0% | 減碼 | 歷史 |
| BRCBrady Corp | CL A | 33,439 | $227.3 萬 | 0.2% | −2,236−6.3% | 減碼 | 歷史 |
| CMSCMS Energy Corp | COM | 32,568 | $225.6 萬 | 0.2% | +2,129+7.0% | 加碼 | 歷史 |
| INVHInvitation Homes Inc. | COM | 67,683 | $222.0 萬 | 0.2% | +5,283+8.5% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（53 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 17,040 | $220.5 萬 | 0.3% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 10,080 | $220.2 萬 | 0.3% | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 17,280 | $219.5 萬 | 0.3% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 24,360 | $218.7 萬 | 0.3% | 歷史 |
| TTEKTetra Tech Inc | COM | 74,727 | $218.6 萬 | 0.3% | 歷史 |
| TOLToll Brothers, Inc. | COM | 20,400 | $215.4 萬 | 0.3% | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 26,040 | $209.5 萬 | 0.2% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 6,759 | $205.9 萬 | 0.2% | 歷史 |
| DGICADonegal Group Inc | CL A | 42,012 | $82.5 萬 | 0.1% | 歷史 |
| MGMistras Group, Inc. | COM | 77,220 | $81.7 萬 | 0.1% | 歷史 |
| ADTADT Inc. | COM | 99,576 | $81.1 萬 | 0.1% | 歷史 |
| GLGlobe Life Inc. | COM | 6,048 | $79.7 萬 | 0.1% | 歷史 |
| LRNStride, Inc. | COM | 6,264 | $79.2 萬 | 0.1% | 歷史 |
| ARLPAlliance Resource Partners LP | Stock | 28,944 | $79.0 萬 | 0.1% | 歷史 |
| UFCSUnited Fire Group Inc | COM | 26,568 | $78.3 萬 | 0.1% | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 18,792 | $78.3 萬 | 0.1% | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 20,520 | $78.2 萬 | 0.1% | 歷史 |
| AVTAvnet Inc | COM | 16,118 | $77.5 萬 | 0.1% | 歷史 |
| BBWBuild-A-Bear Workshop Inc | COM | 20,844 | $77.5 萬 | 0.1% | 歷史 |
| PRIPrimerica, Inc. | Stock | 2,700 | $76.8 萬 | 0.1% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 10,476 | $76.7 萬 | 0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 17,428 | $76.6 萬 | 0.1% | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 38,232 | $76.5 萬 | 0.1% | 歷史 |
| CCKCrown Holdings, Inc. | COM | 8,532 | $76.2 萬 | 0.1% | 歷史 |
| TCBXThird Coast Bancshares, Inc. | COM | 22,788 | $76.0 萬 | 0.1% | 歷史 |
| PAHCPhibro Animal Health Corp | CL A COM | 35,424 | $75.7 萬 | 0.1% | 歷史 |
| RBBNRibbon Communications Inc. | COM | 192,780 | $75.6 萬 | 0.1% | 歷史 |
| REPXRiley Exploration Permian, Inc. | COM | 25,596 | $74.7 萬 | 0.1% | 歷史 |
| OOMAOoma Inc | COM | 56,808 | $74.4 萬 | 0.1% | 歷史 |
| SFStifel Financial Corp | COM | 7,884 | $74.3 萬 | 0.1% | 歷史 |
| RDWRRadware Ltd | ORD | 34,128 | $73.8 萬 | 0.1% | 歷史 |
| GILTGilat Satellite Networks Ltd | SHS NEW | 115,344 | $73.2 萬 | 0.1% | 歷史 |
| DAVEDave Inc. | CLASS A COM NEW | 8,856 | $73.2 萬 | 0.1% | 歷史 |
| EVEREverQuote, Inc. | COM CL A | 27,540 | $72.1 萬 | 0.1% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 87,264 | $71.6 萬 | 0.1% | 歷史 |
| ASURAsure Software Inc | COM | 73,656 | $70.3 萬 | 0.1% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,940 | $70.3 萬 | 0.1% | 歷史 |
| AMSCAmerican Superconductor Corp | Stock | 38,556 | $69.9 萬 | 0.1% | 歷史 |
| OPRAOpera Ltd | SPONSORED ADS | 43,632 | $69.5 萬 | 0.1% | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 5,547 | $68.9 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 5,832 | $68.5 萬 | 0.1% | 歷史 |
| ACMRACM Research, Inc. | Stock | 28,080 | $65.5 萬 | 0.1% | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 14,442 | $40.4 萬 | <0.1% | 歷史 |
| LSEALandsea Homes Corp | COM | 53,875 | $34.6 萬 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 112,872 | $34.5 萬 | <0.1% | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 11,085 | $34.5 萬 | <0.1% | 歷史 |
| SHENShenandoah Telecommunications Co | COM | 27,387 | $34.4 萬 | <0.1% | 歷史 |
| FNAParagon 28, Inc. | COM | 26,350 | $34.4 萬 | <0.1% | 歷史 |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 25,816 | $34.4 萬 | <0.1% | 歷史 |
| ATSGAir Transport Services Group, Inc. | COM | 15,335 | $34.4 萬 | <0.1% | 歷史 |
| ACCDAccolade, Inc. | COM | 49,215 | $34.4 萬 | <0.1% | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 3,660 | $31.1 萬 | <0.1% | 歷史 |
| Azul S A05501U106 | SPONSR ADR PFD | 24,781 | $4.06 萬 | <0.1% | – |