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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。

機構總覽
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%)
申報日
2025/7/24
SEC
CWM Advisors, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SIDNational Steel CoSPONSORED ADR35,569$4.98 萬<0.1%+3,888+12.3%加碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1011,532$5.48 萬<0.1%+11,532新進歷史
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS21,220$5.96 萬<0.1%+1,091+5.4%加碼歷史
BRF SA10552T107SPONSORED ADR16,342$5.96 萬<0.1%+4,027+32.7%加碼–
GGBGerdau S.A.SPON ADR REP PFD20,632$6.02 萬<0.1%+4,499+27.9%加碼歷史
UGPUltrapar Holdings IncSP ADR REP COM18,501$6.07 萬<0.1%+1,137+6.5%加碼歷史
ENICEnel Chile S.A.SPONSORED ADR17,325$6.29 萬<0.1%+1,634+10.4%加碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP18,690$6.39 萬<0.1%+4,259+29.5%加碼歷史
CXCemex SAB de CVSPON ADR NEW10,078$6.98 萬<0.1%+10,078新進歷史
BBDBank BradescoSP ADR PFD NEW24,656$7.62 萬<0.1%+737+3.1%加碼歷史
CXMSprinklr, Inc.CL A19,023$16.1 萬<0.1%+19,023新進歷史
INMDInMode Ltd.SHS12,815$18.5 萬<0.1%+12,815新進歷史
RIORio Tinto PLCADR3,456$20.2 萬<0.1%+3,456新進歷史
EQNREquinor ASASPONSORED ADR8,079$20.3 萬<0.1%+8,079新進歷史
BHPBHP Group LtdADR4,237$20.4 萬<0.1%+4,237新進歷史
FWONKLiberty Media CorpCOM LBTY ONE S C1,990$20.8 萬<0.1%+1,990新進歷史
GBTCGrayscale Bitcoin Trust ETFETF2,507$21.3 萬<0.1%+2,507新進歷史
NICENICE Ltd.SPONSORED ADR1,281$21.6 萬<0.1%+1,281新進歷史
EEni SpASPONSORED ADR6,842$22.2 萬<0.1%+6,842新進歷史
ESLTElbit Systems LtdStock494$22.2 萬<0.1%−65−11.6%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW7,273$22.3 萬<0.1%+7,273新進歷史
AERAerCap Holdings N.V.SHS2,024$23.7 萬<0.1%+2,024新進歷史
NOMDNomad Foods LtdUSD ORD SHS13,970$23.7 萬<0.1%+13,970新進歷史
ICLICL Group Ltd.SHS34,632$23.8 萬<0.1%+4,353+14.4%加碼歷史
PNRPENTAIR plcSHS2,393$24.6 萬<0.1%+2,393新進歷史
SMPLSimply Good Foods CoCOM7,862$24.8 萬<0.1%+7,862新進歷史
ZSZscaler, Inc.Stock809$25.4 萬<0.1%+809新進歷史
DXCMDexcom IncCOM2,959$25.8 萬<0.1%+2,959新進歷史
ACIAlbertsons Companies, Inc.COMMON STOCK12,352$26.6 萬<0.1%−24,044−66.1%減碼歷史
PLTRPalantir Technologies Inc.Stock1,991$27.1 萬<0.1%+1,991新進歷史
EXEExpand Energy CorpCOM2,359$27.6 萬<0.1%−446−15.9%減碼歷史
HTOH2O AmericaCOM5,309$27.6 萬<0.1%+5,309新進歷史
BXPBXP, Inc.COM4,125$27.8 萬<0.1%−473−10.3%減碼歷史
CPTCamden Property TrustREIT2,479$27.9 萬<0.1%−77−3.0%減碼歷史
RSReliance, Inc.COM890$27.9 萬<0.1%−199−18.3%減碼歷史
ESSEssex Property Trust, Inc.COM986$27.9 萬<0.1%−31−3.0%減碼歷史
MKCMcCormick & Co IncStock3,686$27.9 萬<0.1%−134−3.5%減碼歷史
RRXRegal Rexnord CorpCOM1,930$28.0 萬<0.1%−710−26.9%減碼歷史
POOLPool CorpCOM960$28.0 萬<0.1%−28−2.8%減碼歷史
BIOBio-Rad Laboratories, Inc.CL A1,160$28.0 萬<0.1%−121−9.4%減碼歷史
DECKDeckers Outdoor CorpCOM2,716$28.0 萬<0.1%−76−2.7%減碼歷史
EXPDExpeditors International of Washington IncCOM2,452$28.0 萬<0.1%−18,989−88.6%減碼歷史
OVVOvintiv Inc.COM7,362$28.0 萬<0.1%−18,369−71.4%減碼歷史
GGGGraco IncCOM3,259$28.0 萬<0.1%−472−12.7%減碼歷史
RPMRPM International IncCOM2,551$28.0 萬<0.1%−176−6.5%減碼歷史
PKGPackaging Corp of AmericaStock1,487$28.0 萬<0.1%−105−6.6%減碼歷史
VMCVulcan Materials COCOM1,075$28.0 萬<0.1%−261−19.5%減碼歷史
CPBCAMPBELL'S CoCOM9,150$28.0 萬<0.1%+1,315+16.8%加碼歷史
COKECoca-Cola Consolidated, Inc.COM2,512$28.0 萬<0.1%+172+7.4%加碼依 10 比 1 拆股換算歷史
ROIVRoivant Sciences Ltd.SHS24,896$28.1 萬<0.1%−5,086−17.0%減碼歷史
NVRNVR IncCOM38$28.1 萬<0.1%−365−90.6%減碼歷史
MIDDMIDDLEBY CorpCOM1,949$28.1 萬<0.1%+1,949新進歷史
WLKWestlake CorpCOM3,697$28.1 萬<0.1%+557+17.7%加碼歷史
CSXCSX CorpStock8,605$28.1 萬<0.1%−2,086−19.5%減碼歷史
DGDollar General CorpCOM2,455$28.1 萬<0.1%−1,160−32.1%減碼歷史
BAXBaxter International IncStock9,277$28.1 萬<0.1%+56+0.6%加碼歷史
HALHalliburton CoStock13,787$28.1 萬<0.1%+1,340+10.8%加碼歷史
SAIASaia IncCOM1,026$28.1 萬<0.1%+159+18.3%加碼歷史
NBIXNeurocrine Biosciences IncStock2,238$28.1 萬<0.1%−512−18.6%減碼歷史
MAAMid America Apartment Communities Inc.COM1,903$28.2 萬<0.1%+27+1.4%加碼歷史
HOLXHologic IncCOM4,324$28.2 萬<0.1%−751−14.8%減碼歷史
WMWaste Management IncStock1,232$28.2 萬<0.1%−133−9.7%減碼歷史
APAAPA CorpStock15,426$28.2 萬<0.1%+467+3.1%加碼歷史
COINCoinbase Global, Inc.COM CL A805$28.2 萬<0.1%−984−55.0%減碼歷史
MLMMartin Marietta Materials IncCOM514$28.2 萬<0.1%−137−21.0%減碼歷史
AWKAmerican Water Works Company, Inc.Stock2,029$28.2 萬<0.1%−99−4.7%減碼歷史
VLOValero Energy CorpStock2,100$28.2 萬<0.1%−267−11.3%減碼歷史
OXYOccidental Petroleum CorpStock6,720$28.2 萬<0.1%+247+3.8%加碼歷史
PHMPultegroup IncCOM2,677$28.2 萬<0.1%−21,382−88.9%減碼歷史
AMEAmetek IncCOM1,561$28.2 萬<0.1%−265−14.5%減碼歷史
SNASnap-on IncCOM908$28.3 萬<0.1%−37−3.9%減碼歷史
DOXAmdocs LtdSHS3,099$28.3 萬<0.1%−323−9.4%減碼歷史
MHKMohawk Industries IncCOM2,698$28.3 萬<0.1%−38−1.4%減碼歷史
TTCToro CoCOM4,003$28.3 萬<0.1%−244−5.7%減碼歷史
FASTFastenal CoStock6,738$28.3 萬<0.1%−1,440−17.6%減碼依 2 比 1 拆股換算歷史
STMSTMicroelectronics N.V.NY REGISTRY9,308$28.3 萬<0.1%+9,308新進歷史
SSBSouthState Bank CorpCOM3,077$28.3 萬<0.1%−298−8.8%減碼歷史
ROLRollins IncCOM5,020$28.3 萬<0.1%−845−14.4%減碼歷史
BWABorgwarner IncCOM8,460$28.3 萬<0.1%−2,592−23.5%減碼歷史
LENLennar CorpCL A2,562$28.3 萬<0.1%−170−6.2%減碼歷史
WECWec Energy Group, Inc.Stock2,721$28.4 萬<0.1%−173−6.0%減碼歷史
MKLMarkel Group Inc.COM142$28.4 萬<0.1%−26−15.5%減碼歷史
MRVLMarvell Technology, Inc.COM3,665$28.4 萬<0.1%−1,351−26.9%減碼歷史
AKAMAkamai Technologies IncCOM3,559$28.4 萬<0.1%−329−8.5%減碼歷史
BROBrown & Brown, Inc.Stock2,561$28.4 萬<0.1%−9−0.4%減碼歷史
ATRAptargroup, Inc.Stock1,818$28.4 萬<0.1%−300−14.2%減碼歷史
APPFAppfolio IncCOM CL A1,236$28.5 萬<0.1%−170−12.1%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,361$28.5 萬<0.1%−351−20.5%減碼歷史
JKHYJack Henry & Associates IncStock1,583$28.5 萬<0.1%−160−9.2%減碼歷史
CTRACoterra Energy Inc.Stock11,238$28.5 萬<0.1%+142+1.3%加碼歷史
CPRTCopart IncCOM5,814$28.5 萬<0.1%+171+3.0%加碼歷史
SSNCSS&C Technologies Holdings IncCOM3,451$28.6 萬<0.1%−36,381−91.3%減碼歷史
SNOWSnowflake Inc.Stock1,277$28.6 萬<0.1%−789−38.2%減碼歷史
REGRegency Centers CorpCOM4,015$28.6 萬<0.1%−283−6.6%減碼歷史
WDCWestern Digital CorpCOM4,471$28.6 萬<0.1%−3,191−41.6%減碼歷史
CBOECboe Global Markets, Inc.COM1,227$28.6 萬<0.1%−171−12.2%減碼歷史
ALGNAlign Technology IncCOM1,515$28.7 萬<0.1%−498−24.7%減碼歷史
CINFCincinnati Financial CorpCOM1,933$28.8 萬<0.1%−205−9.6%減碼歷史
ERIEErie Indemnity CoCL A832$28.9 萬<0.1%+74+9.8%加碼歷史
EFXEquifax IncCOM1,114$28.9 萬<0.1%−181−14.0%減碼歷史

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。

CWM Advisors, LLC 在 2025 年第 1 季之後清倉的部位
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, IncCOM17,040$220.5 萬0.3%歷史
PAYCPaycom Software, Inc.Stock10,080$220.2 萬0.3%歷史
BFAMBright Horizons Family Solutions Inc.COM17,280$219.5 萬0.3%歷史
EWBCEast West Bancorp IncCOM24,360$218.7 萬0.3%歷史
TTEKTetra Tech IncCOM74,727$218.6 萬0.3%歷史
TOLToll Brothers, Inc.COM20,400$215.4 萬0.3%歷史
FNDFloor & Decor Holdings, Inc.CL A26,040$209.5 萬0.2%歷史
MEDPMedpace Holdings, Inc.COM6,759$205.9 萬0.2%歷史
DGICADonegal Group IncCL A42,012$82.5 萬0.1%歷史
MGMistras Group, Inc.COM77,220$81.7 萬0.1%歷史
ADTADT Inc.COM99,576$81.1 萬0.1%歷史
GLGlobe Life Inc.COM6,048$79.7 萬0.1%歷史
LRNStride, Inc.COM6,264$79.2 萬0.1%歷史
ARLPAlliance Resource Partners LPStock28,944$79.0 萬0.1%歷史
UFCSUnited Fire Group IncCOM26,568$78.3 萬0.1%歷史
CNOCNO Financial Group, Inc.COM18,792$78.3 萬0.1%歷史
VIRTVirtu Financial, Inc.CL A20,520$78.2 萬0.1%歷史
AVTAvnet IncCOM16,118$77.5 萬0.1%歷史
BBWBuild-A-Bear Workshop IncCOM20,844$77.5 萬0.1%歷史
PRIPrimerica, Inc.Stock2,700$76.8 萬0.1%歷史
GMEDGlobus Medical IncStock10,476$76.7 萬0.1%歷史
BKRBaker Hughes CoCL A17,428$76.6 萬0.1%歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN38,232$76.5 萬0.1%歷史
CCKCrown Holdings, Inc.COM8,532$76.2 萬0.1%歷史
TCBXThird Coast Bancshares, Inc.COM22,788$76.0 萬0.1%歷史
PAHCPhibro Animal Health CorpCL A COM35,424$75.7 萬0.1%歷史
RBBNRibbon Communications Inc.COM192,780$75.6 萬0.1%歷史
REPXRiley Exploration Permian, Inc.COM25,596$74.7 萬0.1%歷史
OOMAOoma IncCOM56,808$74.4 萬0.1%歷史
SFStifel Financial CorpCOM7,884$74.3 萬0.1%歷史
RDWRRadware LtdORD34,128$73.8 萬0.1%歷史
GILTGilat Satellite Networks LtdSHS NEW115,344$73.2 萬0.1%歷史
DAVEDave Inc.CLASS A COM NEW8,856$73.2 萬0.1%歷史
EVEREverQuote, Inc.COM CL A27,540$72.1 萬0.1%歷史
VNETVNET Group, Inc.SPONSORED ADS A87,264$71.6 萬0.1%歷史
ASURAsure Software IncCOM73,656$70.3 萬0.1%歷史
PDDPDD Holdings Inc.SPONSORED ADS5,940$70.3 萬0.1%歷史
AMSCAmerican Superconductor CorpStock38,556$69.9 萬0.1%歷史
OPRAOpera LtdSPONSORED ADS43,632$69.5 萬0.1%歷史
JAZZJazz Pharmaceuticals plcSHS USD5,547$68.9 萬0.1%歷史
VSTVistra Corp.Stock5,832$68.5 萬0.1%歷史
ACMRACM Research, Inc.Stock28,080$65.5 萬0.1%歷史
SASRSandy Spring Bancorp IncCOM14,442$40.4 萬<0.1%歷史
LSEALandsea Homes CorpCOM53,875$34.6 萬<0.1%歷史
WOLFWolfspeed, Inc.Stock112,872$34.5 萬<0.1%歷史
AUBAtlantic Union Bankshares CorpCOM11,085$34.5 萬<0.1%歷史
SHENShenandoah Telecommunications CoCOM27,387$34.4 萬<0.1%歷史
FNAParagon 28, Inc.COM26,350$34.4 萬<0.1%歷史
PLYAPlaya Hotels & Resorts N.V.SHS25,816$34.4 萬<0.1%歷史
ATSGAir Transport Services Group, Inc.COM15,335$34.4 萬<0.1%歷史
ACCDAccolade, Inc.COM49,215$34.4 萬<0.1%歷史
LBRDALiberty Broadband CorpCOM SER A3,660$31.1 萬<0.1%歷史
Azul S A05501U106SPONSR ADR PFD24,781$4.06 萬<0.1%–