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CWM Advisors, LLC

SEC CIK
0001670139
最新申報
2026/8/12

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/17 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
1,111
較 2025 年第 3 季 +265
總值
$11.1 億
較 2025 年第 3 季 +$8,400 萬 (+8.2%)
申報日
2026/2/17
SEC
CWM Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CATCaterpillar IncStock47,315$2,711 萬2.4%−82−0.2%減碼歷史
APHAmphenol CorpCL A158,263$2,139 萬1.9%+11,989+8.2%加碼歷史
KLACKLA CorpCOM NEW17,231$2,094 萬1.9%+3,270+23.4%加碼歷史
Schwab Strategic Tr808524862SHT TM US TRES737,734$1,798 萬1.6%+76,814+11.6%加碼–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD732,647$1,773 萬1.6%+71,247+10.8%加碼–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF456,363$1,665 萬1.5%+4,059+0.9%加碼–
ANETArista Networks, Inc.Stock118,771$1,556 萬1.4%−26,166−18.1%減碼歷史
PGRProgressive CorpStock58,447$1,331 萬1.2%+3,168+5.7%加碼歷史
WELLWelltower Inc.REIT69,259$1,286 萬1.2%+8,218+13.5%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock191,790$1,233 萬1.1%−10,493−5.2%減碼歷史
PLDPrologis, Inc.REIT93,563$1,194 萬1.1%+2,964+3.3%加碼歷史
PHParker-Hannifin CorpStock12,392$1,089 萬1.0%+205+1.7%加碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF42,925$1,065 萬1.0%−1,082−2.5%減碼–
MPWRMonolithic Power Systems, Inc.COM10,105$915.9 萬0.8%+1,744+20.9%加碼歷史
EMEEMCOR Group, Inc.Stock14,949$914.6 萬0.8%+2,741+22.5%加碼歷史
FTNTFortinet, Inc.COM111,215$883.2 萬0.8%+13,631+14.0%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID221,215$853.4 萬0.8%−361−0.2%減碼–
IDXXIDEXX Laboratories IncCOM12,501$845.7 萬0.8%+4,033+47.6%加碼歷史
CTASCintas CorpStock41,256$775.9 萬0.7%+1,925+4.9%加碼歷史
APPAppLovin CorpCOM CL A10,720$722.3 萬0.6%−4,340−28.8%減碼歷史
FCXFreeport-McMoran IncStock141,917$720.8 萬0.6%−31,676−18.2%減碼歷史
MSCIMSCI Inc.Stock12,100$694.2 萬0.6%+4,291+54.9%加碼歷史
PAYXPaychex IncStock61,843$693.8 萬0.6%+23,959+63.2%加碼歷史
FICOFair Isaac CorpCOM4,064$687.1 萬0.6%+1,588+64.1%加碼歷史
RSGRepublic Services, Inc.COM31,441$666.3 萬0.6%+1,599+5.4%加碼歷史
NRGNRG Energy, Inc.Stock39,956$636.3 萬0.6%+9,942+33.1%加碼歷史
AVGOBroadcom Inc.Stock18,229$630.9 萬0.6%+4,004+28.1%加碼歷史
SPGSimon Property Group Inc.REIT33,950$628.4 萬0.6%+1,496+4.6%加碼歷史
PCARPaccar IncCOM56,997$624.2 萬0.6%+3,189+5.9%加碼歷史
VRTVertiv Holdings CoCOM CL A38,325$620.9 萬0.6%−147−0.4%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM38,882$609.7 萬0.5%+15,808+68.5%加碼歷史
SLBSLB LimitedStock156,394$600.2 萬0.5%−2,970−1.9%減碼歷史
KMIKinder Morgan, Inc.Stock216,689$595.7 萬0.5%−81,539−27.3%減碼歷史
UTHRUnited Therapeutics CorpCOM12,064$587.8 萬0.5%+4,739+64.7%加碼歷史
IDCCInterDigital, Inc.COM17,750$565.1 萬0.5%+7,131+67.2%加碼歷史
CWCurtiss Wright CorpStock9,836$542.2 萬0.5%+2,150+28.0%加碼歷史
DLRDigital Realty Trust, Inc.COM34,693$536.7 萬0.5%+2,746+8.6%加碼歷史
URIUnited Rentals, Inc.COM6,567$531.5 萬0.5%+173+2.7%加碼歷史
ROPRoper Technologies IncStock11,477$510.9 萬0.5%+10+0.1%加碼歷史
BWXTBWX Technologies, Inc.COM29,346$507.2 萬0.5%+671+2.3%加碼歷史
TPLTexas Pacific Land CorpStock17,628$506.3 萬0.5%+10,830+159.3%加碼依 3 比 1 拆股換算歷史
CASYCaseys General Stores IncCOM9,090$502.4 萬0.5%+3,837+73.0%加碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF110,595$499.1 萬0.4%−1,704−1.5%減碼–
MLIMueller Industries IncCOM42,366$486.4 萬0.4%+42,366新進歷史
SMCISuper Micro Computer, Inc.Stock162,445$475.5 萬0.4%+105,875+187.2%加碼歷史
FANGDiamondback Energy, Inc.Stock29,457$442.8 萬0.4%+1,552+5.6%加碼歷史
EHCEncompass Health CorpCOM40,647$431.4 萬0.4%+18,399+82.7%加碼歷史
ETREntergy CorpCOM46,459$429.4 萬0.4%+4,599+11.0%加碼歷史
FLSFlowserve CorpCOM61,823$428.9 萬0.4%+13,924+29.1%加碼歷史
IQVIQVIA Holdings Inc.Stock18,717$421.9 萬0.4%+185+1.0%加碼歷史
NUENucor CorpCOM25,762$420.2 萬0.4%−779−2.9%減碼歷史
MANHManhattan Associates IncStock24,094$417.6 萬0.4%+15,563+182.4%加碼歷史
TRGPTarga Resources Corp.COM21,524$397.1 萬0.4%+521+2.5%加碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS107,723$385.0 萬0.3%−14,356−11.8%減碼–
VTRVentas, Inc.REIT49,751$385.0 萬0.3%+4,221+9.3%加碼歷史
ANAutonation, Inc.COM18,626$384.6 萬0.3%+4,309+30.1%加碼歷史
NEMNEWMONT CorpStock38,169$381.1 萬0.3%−29,268−43.4%減碼歷史
VEEVVeeva Systems IncStock16,919$377.7 萬0.3%+1,546+10.1%加碼歷史
MCHPMicrochip Technology IncStock58,763$374.4 萬0.3%+2,676+4.8%加碼歷史
BRCBrady CorpCL A47,099$369.1 萬0.3%+9,652+25.8%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM39,384$354.6 萬0.3%+19,299+96.1%加碼歷史
FHIFederated Hermes, Inc.CL B66,293$345.2 萬0.3%+46,300+231.6%加碼歷史
OHIOmega Healthcare Investors IncCOM77,449$343.4 萬0.3%+17,915+30.1%加碼歷史
ORIOld Republic International CorpCOM75,171$343.1 萬0.3%−9,453−11.2%減碼歷史
JBHTHunt J B Transport Services IncCOM17,410$338.3 萬0.3%+5,542+46.7%加碼歷史
IRIngersoll Rand Inc.COM42,205$334.3 萬0.3%+2,694+6.8%加碼歷史
VRSKVerisk Analytics, Inc.COM14,440$323.0 萬0.3%−757−5.0%減碼歷史
TERTeradyne, IncStock16,559$320.5 萬0.3%+1,398+9.2%加碼歷史
ORLYO Reilly Automotive IncStock35,047$319.7 萬0.3%+75+0.2%加碼歷史
ATOAtmos Energy CorpCOM18,954$317.7 萬0.3%+1,524+8.7%加碼歷史
CIENCiena CorpCOM NEW13,461$314.8 萬0.3%+631+4.9%加碼歷史
LPXLouisiana-Pacific CorpCOM38,705$312.6 萬0.3%+33,605+658.9%加碼歷史
LOPEGrand Canyon Education, Inc.COM18,794$312.6 萬0.3%+16,731+811.0%加碼歷史
LSTRLandstar System IncCOM21,550$309.7 萬0.3%+17,840+480.9%加碼歷史
DECKDeckers Outdoor CorpCOM29,860$309.6 萬0.3%+26,881+902.3%加碼歷史
SEICSEI Investments CoCOM37,517$307.7 萬0.3%−3,677−8.9%減碼歷史
GPIGroup 1 Automotive IncCOM7,772$305.7 萬0.3%+1,798+30.1%加碼歷史
MTDMettler Toledo International IncCOM2,179$303.8 萬0.3%−123−5.3%減碼歷史
EXRExtra Space Storage Inc.COM23,186$301.9 萬0.3%+445+2.0%加碼歷史
RGAReinsurance Group of America IncCOM NEW14,740$299.9 萬0.3%+3,410+30.1%加碼歷史
FSLRFirst Solar, Inc.Stock11,443$298.9 萬0.3%+987+9.4%加碼歷史
CNPCenterpoint Energy IncCOM76,982$295.1 萬0.3%+4,909+6.8%加碼歷史
POOLPool CorpCOM12,895$295.0 萬0.3%+11,906+1,203.8%加碼歷史
QLYSQualys, Inc.COM22,189$294.9 萬0.3%+18,794+553.6%加碼歷史
CSGPCostar Group, Inc.COM43,472$292.3 萬0.3%−1,438−3.2%減碼歷史
DOVDOVER CorpCOM14,911$291.1 萬0.3%−510−3.3%減碼歷史
EXPDExpeditors International of Washington IncCOM19,523$290.9 萬0.3%+17,017+679.1%加碼歷史
FASTFastenal CoStock70,784$284.1 萬0.3%+64,486+1,023.9%加碼歷史
EVREvercore Inc.CLASS A8,309$282.7 萬0.3%+1,016+13.9%加碼歷史
LIILennox International IncCOM5,821$282.7 萬0.3%+5,821新進歷史
VMIValmont Industries IncCOM7,024$282.6 萬0.3%+3,221+84.7%加碼歷史
AZOAutoZone IncCOM829$281.2 萬0.3%+13+1.6%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A1,299$278.8 萬0.3%−158−10.8%減碼歷史
VMRKVivmark ResidentialSH BEN INT44,037$277.6 萬0.2%−349−0.8%減碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR38,421$277.4 萬0.2%−4,431−10.3%減碼歷史
PEverpure, Inc.CL A40,510$271.5 萬0.2%+5,251+14.9%加碼歷史
STESTERIS plcSHS USD10,677$270.7 萬0.2%+283+2.7%加碼歷史
HESMHess Midstream LPCL A SHS78,446$270.6 萬0.2%+78,446新進歷史
STLDSteel Dynamics IncCOM15,967$270.6 萬0.2%+564+3.7%加碼歷史
NXPINXP Semiconductors N.V.COM12,463$270.5 萬0.2%+1,470+13.4%加碼歷史

2025 年第 3 季之後清倉(70 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

CWM Advisors, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
GEVGE Vernova Inc.Stock7,316$449.9 萬0.4%歷史
SHOPShopify Inc.Stock24,552$364.9 萬0.4%歷史
HWMHowmet Aerospace Inc.Stock15,500$304.2 萬0.3%歷史
LYGLloyds Banking Group plcSPONSORED ADR628,308$285.3 萬0.3%歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS47,244$269.0 萬0.3%歷史
EPDEnterprise Products Partners L.P.Stock84,940$265.6 萬0.3%歷史
MSAMSA Safety IncCOM15,038$258.8 萬0.3%歷史
ETEnergy Transfer LPCOM UT LTD PTN149,668$256.8 萬0.2%歷史
CPCanadian Pacific Kansas City LtdCOM32,612$242.9 萬0.2%歷史
NXTNextpower Inc.Stock32,206$238.3 萬0.2%歷史
LRNStride, Inc.COM15,759$234.7 萬0.2%歷史
RELXRELX PLCSPONSORED ADR48,980$233.9 萬0.2%歷史
MELIMercadolibre IncCOM992$231.8 萬0.2%歷史
AXONAxon Enterprise, Inc.COM3,193$229.1 萬0.2%歷史
VIRTVirtu Financial, Inc.CL A54,899$194.9 萬0.2%歷史
AGXArgan IncStock5,785$156.2 萬0.2%歷史
HSIIHeidrick & Struggles International IncCOM29,991$149.3 萬0.1%歷史
CDECoeur Mining, Inc.COM NEW65,558$123.0 萬0.1%歷史
THCTenet Healthcare CorpCOM NEW5,600$113.7 萬0.1%歷史
HCIHCI Group, Inc.COM5,774$110.8 萬0.1%歷史
Magic Software Enterprises L559166103ORD53,777$109.8 萬0.1%–
TBCHTurtle Beach CorpCOM NEW68,944$109.6 萬0.1%歷史
NGSNatural Gas Services Group IncCOM39,094$109.4 萬0.1%歷史
TSNTyson Foods, Inc.Stock19,732$107.1 萬0.1%歷史
GICGlobal Industrial CoCOM29,170$107.0 萬0.1%歷史
PAHCPhibro Animal Health CorpCL A COM26,297$106.4 萬0.1%歷史
GLGlobe Life Inc.COM7,428$106.2 萬0.1%歷史
NEXNNexxen International Ltd.SHS NEW113,933$105.4 萬0.1%歷史
SFStifel Financial CorpCOM9,230$104.7 萬0.1%歷史
SPOKSpok Holdings, IncCOM60,695$104.7 萬0.1%歷史
XERSXeris Biopharma Holdings, Inc.COM128,494$104.6 萬0.1%歷史
IRTCiRhythm Holdings, Inc.COM6,055$104.1 萬0.1%歷史
RNGRRanger Energy Services, Inc.COM CL A74,069$104.0 萬0.1%歷史
ALVAutoliv IncCOM8,416$103.9 萬0.1%歷史
PAGPenske Automotive Group, Inc.COM5,969$103.8 萬0.1%歷史
DALDelta Air Lines, Inc.COM NEW17,920$101.7 萬0.1%歷史
LXFRLuxfer Holdings PLCSHS72,164$100.3 萬0.1%歷史
OPFIOppFi Inc.COM CL A88,378$100.1 萬0.1%歷史
UFCSUnited Fire Group IncCOM32,821$99.8 萬0.1%歷史
QUADQuad/Graphics, Inc.COM CL A158,846$99.4 萬0.1%歷史
BELFBBel Fuse IncCL B7,023$99.0 萬0.1%歷史
CRCCalifornia Resources CorpCOM STOCK18,507$98.4 萬0.1%歷史
ASAmer Sports, Inc.COM SHS28,137$97.8 萬0.1%歷史
GNRCGenerac Holdings Inc.Stock5,785$96.8 萬0.1%歷史
YOUClear Secure, Inc.COM CL A28,744$95.9 萬0.1%歷史
FLXSFlexsteel Industries IncCOM20,596$95.5 萬0.1%歷史
BBWBuild-A-Bear Workshop IncCOM14,371$93.7 萬0.1%歷史
OPRTOportun Financial CorpCOM150,441$92.8 萬0.1%歷史
RIGLRigel Pharmaceuticals IncCOM30,322$85.9 萬0.1%歷史
HBIHanesbrands Inc.COM87,829$57.9 萬0.1%歷史
DHDefinitive Healthcare Corp.CLASS A COM115,405$46.9 萬<0.1%歷史
PTGXProtagonist Therapeutics, IncCOM6,938$46.1 萬<0.1%歷史
RNSTRenasant CorpCOM12,397$45.7 萬<0.1%歷史
DCODucommun IncCOM4,757$45.7 萬<0.1%歷史
TDUPThredUp Inc.CL A48,338$45.7 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW9,285$45.6 萬<0.1%歷史
ALEAllete IncCOM NEW6,847$45.5 萬<0.1%歷史
CARSCars.com Inc.COM37,154$45.4 萬<0.1%歷史
PGREParamount Group, Inc.COM69,208$45.3 萬<0.1%歷史
ETNB89bio, Inc.COM30,759$45.2 萬<0.1%歷史
PROPROS Holdings, Inc.COM19,692$45.1 萬<0.1%歷史
MLNKMeridianLink, Inc.COMMON STOCK22,630$45.1 萬<0.1%歷史
PINCPremier, Inc.CL A16,223$45.1 萬<0.1%歷史
Aris Water Solutions, Inc.04041L106CLASS A COM18,269$45.1 萬<0.1%–
SRDXSurmodics IncCOM15,066$45.0 萬<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A11,663$45.0 萬<0.1%歷史
AMRCAmeresco, Inc.CL A13,386$45.0 萬<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM18,241$35.2 萬<0.1%歷史
MIDDMIDDLEBY CorpCOM2,159$28.7 萬<0.1%歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1013,921$10.0 萬<0.1%歷史