CWM Advisors, LLC
- SEC CIK
- 0001670139
- 最新申報
- 2026/8/12
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 245,064 | $7,585 萬 | 4.4% | +226,835+1,244.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 65,386 | $4,632 萬 | 2.7% | +18,071+38.2% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 22,348 | $3,291 萬 | 1.9% | +5,117+29.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 228,847 | $2,891 萬 | 1.7% | +70,584+44.6% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 988,722 | $2,359 萬 | 1.4% | +256,075+35.0% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 187,111 | $2,297 萬 | 1.3% | +68,340+57.5% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 100,098 | $1,979 萬 | 1.2% | +30,839+44.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 135,791 | $1,795 萬 | 1.0% | +42,228+45.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 53,966 | $1,775 萬 | 1.0% | +46,280+602.1% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 86,237 | $1,710 萬 | 1.0% | +27,790+47.5% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 689,358 | $1,673 萬 | 1.0% | −48,376−6.6% | 減碼 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 243,602 | $1,634 萬 | 1.0% | +51,812+27.0% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 18,066 | $1,617 萬 | 0.9% | +5,674+45.8% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 12,724 | $1,391 萬 | 0.8% | +2,619+25.9% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 371,527 | $1,389 萬 | 0.8% | −84,836−18.6% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 92,990 | $1,360 萬 | 0.8% | +91,656+6,870.8% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 53,705 | $1,346 萬 | 0.8% | +15,380+40.1% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 17,872 | $1,320 萬 | 0.8% | +2,923+19.6% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 222,308 | $1,307 萬 | 0.8% | +80,391+56.6% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 64,253 | $1,087 萬 | 0.6% | +22,997+55.7% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 206,124 | $1,059 萬 | 0.6% | +49,730+31.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 312,773 | $1,049 萬 | 0.6% | +96,084+44.3% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 21,535 | $1,022 萬 | 0.6% | +3,907+22.2% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 18,833 | $1,015 萬 | 0.6% | +6,733+55.6% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 45,224 | $990.5 萬 | 0.6% | +13,783+43.8% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 24,520 | $975.9 萬 | 0.6% | +13,800+128.7% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 89,831 | $972.4 萬 | 0.6% | +51,662+135.4% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66537J796 | INSPIRE 500 ETF | 38,613 | $967.5 萬 | 0.6% | −4,312−10.0% | 減碼 | – |
| PCARPaccar Inc | COM | 78,509 | $906.8 萬 | 0.5% | +21,512+37.7% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 48,494 | $904.6 萬 | 0.5% | +14,544+42.8% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 46,227 | $903.3 萬 | 0.5% | +7,345+18.9% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 15,972 | $897.4 萬 | 0.5% | +3,471+27.8% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 49,534 | $892.6 萬 | 0.5% | +14,841+42.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 106,964 | $874.1 萬 | 0.5% | +106,964 | 新進 | 歷史 |
| CWCurtiss Wright Corp | Stock | 12,806 | $872.2 萬 | 0.5% | +2,970+30.2% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 11,829 | $861.0 萬 | 0.5% | +2,739+30.1% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 37,826 | $773.5 萬 | 0.5% | +8,480+28.9% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 13,022 | $772.2 萬 | 0.5% | +958+7.9% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 38,718 | $765.8 萬 | 0.4% | +9,261+31.4% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 189,855 | $758.8 萬 | 0.4% | −31,360−14.2% | 減碼 | – |
| TRGPTarga Resources Corp. | COM | 30,030 | $753.0 萬 | 0.4% | +8,506+39.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 21,194 | $750.0 萬 | 0.4% | +9,717+84.7% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 18,766 | $728.6 萬 | 0.4% | +5,305+39.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 76,890 | $708.3 萬 | 0.4% | +15,047+24.3% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 62,221 | $699.1 萬 | 0.4% | +15,762+33.9% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 106,555 | $688.5 萬 | 0.4% | +47,792+81.3% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 9,441 | $687.8 萬 | 0.4% | +2,874+43.8% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 22,353 | $662.7 萬 | 0.4% | +5,794+35.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 71,569 | $660.7 萬 | 0.4% | +36,522+104.2% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 44,573 | $651.4 萬 | 0.4% | +4,617+11.6% | 加碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 21,557 | $651.0 萬 | 0.4% | +3,807+21.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 49,711 | $640.2 萬 | 0.4% | +47,812+2,517.7% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 119,865 | $603.2 萬 | 0.4% | +53,141+79.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 35,189 | $595.0 萬 | 0.3% | +9,427+36.6% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 34,513 | $593.8 萬 | 0.3% | +31,581+1,077.1% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 71,711 | $586.5 萬 | 0.3% | +21,960+44.1% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 33,955 | $579.1 萬 | 0.3% | +15,238+81.4% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 4,197 | $578.8 萬 | 0.3% | +1,785+74.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 28,224 | $573.5 萬 | 0.3% | +17,976+175.4% | 加碼 | 歷史 |
| FLSFlowserve Corp | COM | 77,256 | $567.9 萬 | 0.3% | +15,433+25.0% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 5,212 | $556.4 萬 | 0.3% | +1,148+28.2% | 加碼 | 歷史 |
| UIUbiquiti Inc. | COM | 6,868 | $542.8 萬 | 0.3% | +2,110+44.3% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 116,972 | $542.7 萬 | 0.3% | +46,188+65.3% | 加碼 | 歷史 |
| MLIMueller Industries Inc | COM | 48,869 | $541.5 萬 | 0.3% | +6,503+15.3% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 54,318 | $525.4 萬 | 0.3% | +13,671+33.6% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,533 | $517.8 萬 | 0.3% | +704+84.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 20,934 | $517.2 萬 | 0.3% | +11,179+114.6% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 60,374 | $483.7 萬 | 0.3% | +18,169+43.0% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 26,104 | $482.2 萬 | 0.3% | +7,150+37.7% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 30,464 | $479.1 萬 | 0.3% | +26,942+765.0% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 32,145 | $464.7 萬 | 0.3% | +26,795+500.8% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 201,775 | $459.4 萬 | 0.3% | +39,330+24.2% | 加碼 | 歷史 |
| ANAutonation, Inc. | COM | 23,452 | $457.9 萬 | 0.3% | +4,826+25.9% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 70,275 | $456.8 萬 | 0.3% | +70,175+70,175.0% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 105,570 | $455.6 萬 | 0.3% | +28,588+37.1% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 103,839 | $455.0 萬 | 0.3% | +26,390+34.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 19,535 | $448.9 萬 | 0.3% | +18,050+1,215.5% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 95,117 | $448.5 萬 | 0.3% | −15,478−14.0% | 減碼 | – |
| EXRExtra Space Storage Inc. | COM | 33,794 | $443.1 萬 | 0.3% | +10,608+45.8% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 25,191 | $442.5 萬 | 0.3% | +8,272+48.9% | 加碼 | 歷史 |
| BRCBrady Corp | CL A | 54,222 | $440.5 萬 | 0.3% | +7,123+15.1% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 20,816 | $433.9 萬 | 0.3% | +5,905+39.6% | 加碼 | 歷史 |
| DDSDillard's, Inc. | CL A | 7,549 | $431.9 萬 | 0.3% | +3,931+108.7% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 21,237 | $428.2 萬 | 0.2% | +10,651+100.6% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 22,562 | $428.1 萬 | 0.2% | +8,122+56.2% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 15,778 | $419.1 萬 | 0.2% | +4,804+43.8% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 23,062 | $415.1 萬 | 0.2% | +7,095+44.4% | 加碼 | 歷史 |
| MUSAMurphy USA Inc. | COM | 8,362 | $413.1 萬 | 0.2% | +1,930+30.0% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 20,167 | $411.7 萬 | 0.2% | +5,427+36.8% | 加碼 | 歷史 |
| ORIOld Republic International Corp | COM | 98,189 | $391.8 萬 | 0.2% | +23,018+30.6% | 加碼 | 歷史 |
| SEICSEI Investments Co | COM | 49,401 | $387.6 萬 | 0.2% | +11,884+31.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 39,213 | $385.8 萬 | 0.2% | +38,891+12,078.0% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 3,047 | $384.3 萬 | 0.2% | +868+39.8% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 63,421 | $375.1 萬 | 0.2% | +19,384+44.0% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 60,502 | $374.6 萬 | 0.2% | +15,642+34.9% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 64,450 | $371.5 萬 | 0.2% | +58,433+971.1% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 13,580 | $367.3 萬 | 0.2% | +11,707+625.0% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 50,056 | $363.9 萬 | 0.2% | +45,804+1,077.2% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 36,164 | $362.0 萬 | 0.2% | +6,304+21.1% | 加碼 | 歷史 |
| CMSCMS Energy Corp | COM | 46,495 | $360.7 萬 | 0.2% | +12,637+37.3% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（71 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BJBJ's Wholesale Club Holdings, Inc. | COM | 39,384 | $354.6 萬 | 0.3% | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 6,030 | $235.8 萬 | 0.2% | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 321,198 | $132.7 萬 | 0.1% | 歷史 |
| ELAEnvela Corp | COM | 98,418 | $131.7 萬 | 0.1% | 歷史 |
| INTRInter & Co, Inc. | CLASS A COM | 155,241 | $131.6 萬 | 0.1% | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2,256 | $131.4 萬 | 0.1% | 歷史 |
| CVSACovista Inc. | COM | 12,549 | $129.8 萬 | 0.1% | 歷史 |
| CWENClearway Energy, Inc. | CL C | 38,775 | $129.0 萬 | 0.1% | 歷史 |
| STNEStoneCo Ltd. | COM | 87,138 | $128.9 萬 | 0.1% | 歷史 |
| TBPHTheravance Biopharma, Inc. | COM | 68,526 | $128.2 萬 | 0.1% | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 71,205 | $127.9 萬 | 0.1% | 歷史 |
| WWDWoodward, Inc. | COM | 4,230 | $127.9 萬 | 0.1% | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 32,148 | $127.0 萬 | 0.1% | 歷史 |
| CCKCrown Holdings, Inc. | COM | 12,267 | $126.3 萬 | 0.1% | 歷史 |
| UVEUniversal Insurance Holdings, Inc. | COM | 37,365 | $126.3 萬 | 0.1% | 歷史 |
| SEESealed Air Corp | COM | 30,456 | $126.2 萬 | 0.1% | 歷史 |
| FCFSFirstCash Holdings, Inc. | COM | 7,896 | $125.8 萬 | 0.1% | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 58,656 | $125.5 萬 | 0.1% | 歷史 |
| HGHamilton Insurance Group, Ltd. | CL B | 44,838 | $125.1 萬 | 0.1% | 歷史 |
| INVAInnoviva, Inc. | COM | 62,463 | $124.9 萬 | 0.1% | 歷史 |
| CRMDCorMedix Inc. | COM | 107,259 | $124.7 萬 | 0.1% | 歷史 |
| EZPWEzcorp Inc | CL A NON VTG | 64,155 | $124.6 萬 | 0.1% | 歷史 |
| SIBNSI-BONE, Inc. | COM | 63,168 | $124.6 萬 | 0.1% | 歷史 |
| CRSCarpenter Technology Corp | COM | 3,948 | $124.3 萬 | 0.1% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 53,157 | $124.1 萬 | 0.1% | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 62,040 | $123.5 萬 | 0.1% | 歷史 |
| CTGOContango Silver & Gold Inc. | COM | 46,671 | $123.3 萬 | 0.1% | 歷史 |
| UPWKUpwork, Inc | COM | 61,758 | $122.4 萬 | 0.1% | 歷史 |
| THRThermon Group Holdings, Inc. | COM | 32,853 | $122.1 萬 | 0.1% | 歷史 |
| CLVTClarivate PLC | ORD SHS | 365,331 | $122.0 萬 | 0.1% | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 61,476 | $121.4 萬 | 0.1% | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 81,921 | $121.4 萬 | 0.1% | 歷史 |
| HVTHaverty Furniture Companies Inc | COM | 50,760 | $118.6 萬 | 0.1% | 歷史 |
| TCBXThird Coast Bancshares, Inc. | COM | 31,020 | $117.9 萬 | 0.1% | 歷史 |
| OPRXOptimizeRx Corp | COM NEW | 95,880 | $117.5 萬 | 0.1% | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 46,248 | $117.5 萬 | 0.1% | 歷史 |
| STRTStrattec Security Corp | COM | 15,369 | $117.0 萬 | 0.1% | 歷史 |
| FRPTFreshpet, Inc. | Stock | 19,176 | $116.8 萬 | 0.1% | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 50,906 | $46.9 萬 | <0.1% | 歷史 |
| JAMFJamf Holding Corp. | COM | 35,992 | $46.8 萬 | <0.1% | 歷史 |
| HIHillenbrand, Inc. | COM | 14,750 | $46.8 萬 | <0.1% | 歷史 |
| ALEXAlexander & Baldwin, Inc. | COM | 22,656 | $46.8 萬 | <0.1% | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 48,708 | $46.8 萬 | <0.1% | 歷史 |
| SLRCSLR Investment Corp. | COM | 30,238 | $46.7 萬 | <0.1% | 歷史 |
| CARSCars.com Inc. | COM | 38,273 | $46.7 萬 | <0.1% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,522 | $32.5 萬 | <0.1% | 歷史 |
| SPNTSiriusPoint Ltd | COM | 8,445 | $18.5 萬 | <0.1% | 歷史 |
| WBSWebster Financial Corp | COM | 2,574 | $16.2 萬 | <0.1% | 歷史 |
| FHNFirst Horizon Corp | COM | 6,735 | $16.1 萬 | <0.1% | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 2,708 | $15.9 萬 | <0.1% | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 7,266 | $15.1 萬 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 586 | $14.0 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 2,065 | $13.4 萬 | <0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 10,544 | $11.0 萬 | <0.1% | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 5,723 | $9.79 萬 | <0.1% | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 2,047 | $4.48 萬 | <0.1% | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 1,145 | $3.81 萬 | <0.1% | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 165 | $1.28 萬 | <0.1% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 79 | $9,671 | <0.1% | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 753 | $6,160 | <0.1% | 歷史 |
| COHRCoherent Corp. | COM | 24 | $4,456 | <0.1% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 487 | $4,379 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12 | $2,570 | <0.1% | 歷史 |
| RBRKRubrik, Inc. | Stock | 33 | $2,547 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 12 | $2,390 | <0.1% | 歷史 |
| BBAIBigBear.ai Holdings, Inc. | COM | 400 | $2,159 | <0.1% | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 20 | $1,444 | <0.1% | 歷史 |
| OSKOshkosh Corp | COM | 10 | $1,256 | <0.1% | 歷史 |
| QGENQiagen N.V. | COMMON STOCK | 23 | $1,043 | <0.1% | 歷史 |
| OSPNOneSpan Inc. | COM | 70 | $899 | <0.1% | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 3 | $39 | <0.1% | 歷史 |