CWM Advisors, LLC
- SEC CIK
- 0001670139
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,266
- 較 2026 年第 1 季 +158
- 總值
- $24.3 億
- 較 2026 年第 1 季 +$7.20 億 (+42.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 285,495 | $1.08 億 | 4.4% | +40,431+16.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 67,536 | $7,192 萬 | 3.0% | +2,150+3.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 232,671 | $7,020 萬 | 2.9% | +9,191+4.1% | 加碼依 10 比 1 拆股換算 | 歷史 |
| APHAmphenol Corp | CL A | 233,467 | $4,116 萬 | 1.7% | +4,620+2.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 203,686 | $3,460 萬 | 1.4% | +16,575+8.9% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 138,221 | $3,137 萬 | 1.3% | +38,123+38.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 218,045 | $2,981 萬 | 1.2% | +218,045 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 334,724 | $2,913 萬 | 1.2% | +91,122+37.4% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 25,253 | $2,470 萬 | 1.0% | +7,187+39.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | COM | 148,936 | $2,288 萬 | 0.9% | +115,754+348.8% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 64,299 | $2,153 萬 | 0.9% | +10,594+19.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 60,680 | $2,140 萬 | 0.9% | +6,714+12.4% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 15,046 | $2,080 萬 | 0.9% | +2,322+18.2% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 94,834 | $2,072 萬 | 0.9% | +8,597+10.0% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 30,253 | $1,932 萬 | 0.8% | +16,673+122.8% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 768,594 | $1,827 萬 | 0.8% | −220,128−22.3% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 280,710 | $1,765 萬 | 0.7% | +58,402+26.3% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 13,923 | $1,636 萬 | 0.7% | +13,923 | 新進 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 19,648 | $1,631 萬 | 0.7% | +1,776+9.9% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 424,886 | $1,620 萬 | 0.7% | +53,359+14.4% | 加碼 | – |
| SLBSLB Limited | Stock | 335,547 | $1,560 萬 | 0.6% | +129,423+62.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 628,888 | $1,518 萬 | 0.6% | −60,470−8.8% | 減碼 | – |
| APPAppLovin Corp | COM CL A | 26,700 | $1,376 萬 | 0.6% | +2,180+8.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 24,571 | $1,275 萬 | 0.5% | +24,571 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 107,824 | $1,258 萬 | 0.5% | +14,834+16.0% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 54,819 | $1,226 萬 | 0.5% | +6,325+13.0% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 70,885 | $1,206 萬 | 0.5% | +6,632+10.3% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66537J796 | INSPIRE 500 ETF | 42,022 | $1,202 萬 | 0.5% | +3,409+8.8% | 加碼 | – |
| URIUnited Rentals, Inc. | COM | 10,473 | $1,186 萬 | 0.5% | +1,032+10.9% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 21,069 | $1,180 萬 | 0.5% | +2,236+11.9% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 365,026 | $1,167 萬 | 0.5% | +52,253+16.7% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 53,566 | $1,160 萬 | 0.5% | +7,339+15.9% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 23,826 | $1,153 萬 | 0.5% | +1,473+6.6% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 92,021 | $1,105 萬 | 0.5% | +13,512+17.2% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 36,990 | $1,102 萬 | 0.5% | +2,469+7.2% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 51,596 | $1,099 萬 | 0.5% | +6,372+14.1% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 262,349 | $1,084 萬 | 0.4% | +142,484+118.9% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 4,764 | $1,083 萬 | 0.4% | +4,764 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 60,011 | $1,078 萬 | 0.4% | +10,477+21.2% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 21,918 | $1,075 萬 | 0.4% | +3,152+16.8% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 206,820 | $1,034 萬 | 0.4% | +16,965+8.9% | 加碼 | – |
| NUENucor Corp | COM | 45,820 | $1,021 萬 | 0.4% | +10,631+30.2% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 13,120 | $994.2 萬 | 0.4% | +314+2.5% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 12,383 | $984.2 萬 | 0.4% | +554+4.7% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 18,347 | $965.9 萬 | 0.4% | +2,375+14.9% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 35,477 | $951.3 萬 | 0.4% | +5,447+18.1% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 21,357 | $934.7 萬 | 0.4% | −178−0.8% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 99,870 | $910.8 萬 | 0.4% | −6,685−6.3% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 51,624 | $907.4 萬 | 0.4% | +12,906+33.3% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 38,531 | $884.1 萬 | 0.4% | +15,469+67.1% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 4,436 | $879.2 萬 | 0.4% | +239+5.7% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 76,355 | $877.0 萬 | 0.4% | +14,134+22.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 99,838 | $876.3 萬 | 0.4% | +99,838 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 85,422 | $840.0 萬 | 0.3% | +8,532+11.1% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 23,865 | $807.6 萬 | 0.3% | +2,671+12.6% | 加碼 | 歷史 |
| ACMRACM Research, Inc. | Stock | 62,959 | $798.9 萬 | 0.3% | +247+0.4% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 83,998 | $794.1 萬 | 0.3% | +23,496+38.8% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 38,623 | $751.8 萬 | 0.3% | +797+2.1% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 38,705 | $747.9 萬 | 0.3% | +4,750+14.0% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 25,276 | $731.6 萬 | 0.3% | +10,419+70.1% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 13,399 | $726.0 萬 | 0.3% | +377+2.9% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 90,337 | $711.8 萬 | 0.3% | +34,851+62.8% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 18,306 | $705.7 萬 | 0.3% | +2,528+16.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 76,118 | $701.0 萬 | 0.3% | +4,549+6.4% | 加碼 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 40,026 | $697.5 萬 | 0.3% | +5,513+16.0% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 78,449 | $696.6 萬 | 0.3% | +6,738+9.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 30,308 | $678.7 萬 | 0.3% | +2,084+7.4% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 26,000 | $677.1 萬 | 0.3% | +5,066+24.2% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 52,137 | $676.4 萬 | 0.3% | +19,992+62.2% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 31,337 | $666.4 萬 | 0.3% | +11,170+55.4% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 45,062 | $658.2 萬 | 0.3% | +489+1.1% | 加碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 119,707 | $656.6 萬 | 0.3% | +95,289+390.2% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 5,428 | $648.5 萬 | 0.3% | +216+4.1% | 加碼 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 18,365 | $621.5 萬 | 0.3% | +6,519+55.0% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 57,015 | $617.2 萬 | 0.3% | +35,550+165.6% | 加碼 | 歷史 |
| MLIMueller Industries Inc | COM | 47,882 | $588.6 萬 | 0.2% | −987−2.0% | 減碼 | 歷史 |
| FLSFlowserve Corp | COM | 78,587 | $582.8 萬 | 0.2% | +1,331+1.7% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 120,765 | $580.0 萬 | 0.2% | +3,793+3.2% | 加碼 | 歷史 |
| UIUbiquiti Inc. | COM | 10,740 | $573.5 萬 | 0.2% | +3,872+56.4% | 加碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 53,048 | $567.6 萬 | 0.2% | +53,048 | 新進 | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 97,866 | $566.4 萬 | 0.2% | +2,749+2.9% | 加碼 | – |
| SMCISuper Micro Computer, Inc. | Stock | 191,662 | $562.1 萬 | 0.2% | −10,113−5.0% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 21,296 | $554.5 萬 | 0.2% | +1,365+6.8% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 37,989 | $552.0 萬 | 0.2% | +4,195+12.4% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 24,166 | $542.0 萬 | 0.2% | +3,350+16.1% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 31,461 | $542.0 萬 | 0.2% | +5,357+20.5% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 65,618 | $538.0 萬 | 0.2% | +5,244+8.7% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 29,738 | $534.7 萬 | 0.2% | +26,874+938.3% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 160,990 | $523.7 萬 | 0.2% | +100,752+167.3% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 118,752 | $523.0 萬 | 0.2% | +13,182+12.5% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 14,366 | $521.1 萬 | 0.2% | +7,206+100.6% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 24,333 | $519.3 萬 | 0.2% | +17,303+246.1% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,617 | $516.8 萬 | 0.2% | +84+5.5% | 加碼 | 歷史 |
| Quanta Svcs Inc74762E106 | COM | 7,061 | $508.4 萬 | 0.2% | +7,061 | 新進 | – |
| BRCBrady Corp | CL A | 55,489 | $508.1 萬 | 0.2% | +1,267+2.3% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 8,793 | $507.9 萬 | 0.2% | +3,886+79.2% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 106,461 | $507.6 萬 | 0.2% | +2,622+2.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 22,684 | $505.6 萬 | 0.2% | +3,149+16.1% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 19,389 | $493.5 萬 | 0.2% | +1,818+10.3% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 20,816 | $491.2 萬 | 0.2% | +4,349+26.4% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（74 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FTNTFortinet, Inc. | Stock | 106,964 | $874.1 萬 | 0.5% | 歷史 |
| QCOMQualcomm Inc | Stock | 49,711 | $640.2 萬 | 0.4% | 歷史 |
| SEICSEI Investments Co | COM | 49,401 | $387.6 萬 | 0.2% | 歷史 |
| CMSCMS Energy Corp | COM | 46,495 | $360.7 萬 | 0.2% | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 9,048 | $299.2 萬 | 0.2% | 歷史 |
| TTTrane Technologies plc | SHS | 6,500 | $270.9 萬 | 0.2% | 歷史 |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 49,565 | $186.7 萬 | 0.1% | 歷史 |
| PAXPatria Investments Ltd | COM CL A | 143,727 | $181.1 萬 | 0.1% | 歷史 |
| TPCTutor Perini Corp | COM | 23,262 | $179.6 萬 | 0.1% | 歷史 |
| GCTGigaCloud Technology Inc | Stock | 39,018 | $177.1 萬 | 0.1% | 歷史 |
| CWCOConsolidated Water Co. Ltd. | ORD | 52,813 | $174.9 萬 | 0.1% | 歷史 |
| MCMoelis & Co | CL A | 30,605 | $174.4 萬 | 0.1% | 歷史 |
| RIGLRigel Pharmaceuticals Inc | COM | 63,891 | $172.8 萬 | 0.1% | 歷史 |
| INSWInternational Seaways, Inc. | COM | 23,620 | $172.1 萬 | 0.1% | 歷史 |
| MGMistras Group, Inc. | COM | 115,815 | $171.2 萬 | 0.1% | 歷史 |
| GICGlobal Industrial Co | COM | 54,056 | $170.4 萬 | 0.1% | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 35,271 | $169.8 萬 | 0.1% | 歷史 |
| XPXP Inc. | CL A | 89,121 | $169.7 萬 | 0.1% | 歷史 |
| BGCBGC Group, Inc. | CL A | 171,484 | $167.7 萬 | 0.1% | 歷史 |
| SKYWSkywest Inc | COM | 18,258 | $167.7 萬 | 0.1% | 歷史 |
| CTSCTS Corp | COM | 35,080 | $167.5 萬 | 0.1% | 歷史 |
| NRIMNorthrim Bancorp Inc | COM | 73,209 | $167.5 萬 | 0.1% | 歷史 |
| ITTItt Inc. | COM | 8,769 | $167.1 萬 | 0.1% | 歷史 |
| BVSBioventus Inc. | COM CL A | 182,918 | $167.0 萬 | 0.1% | 歷史 |
| PRGPROG Holdings, Inc. | Stock | 58,004 | $166.4 萬 | 0.1% | 歷史 |
| NMRKNewmark Group, Inc. | CL A | 110,288 | $165.3 萬 | 0.1% | 歷史 |
| CYDChina Yuchai International Ltd | COM | 42,930 | $165.3 萬 | 0.1% | 歷史 |
| NATLNCR Atleos Corp | COM SHS | 37,598 | $163.9 萬 | 0.1% | 歷史 |
| GDOTGreen Dot Corp | CL A | 145,535 | $163.3 萬 | 0.1% | 歷史 |
| IHSIHS Holding Ltd | ORD SHS | 197,628 | $162.6 萬 | 0.1% | 歷史 |
| TBLATaboola.com Ltd. | ORD SHS | 523,014 | $162.1 萬 | 0.1% | 歷史 |
| LFSTLifeStance Health Group, Inc. | COM | 251,525 | $160.2 萬 | 0.1% | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 5,372 | $159.7 萬 | 0.1% | 歷史 |
| INNVInnovAge Holding Corp. | COM | 198,320 | $159.1 萬 | 0.1% | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 37,059 | $157.9 萬 | 0.1% | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 59,794 | $156.2 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 44,329 | $155.8 萬 | 0.1% | 歷史 |
| HRTGHeritage Insurance Holdings, Inc. | COM | 58,915 | $154.7 萬 | 0.1% | 歷史 |
| MITKMitek Systems Inc | COM NEW | 113,860 | $153.7 萬 | 0.1% | 歷史 |
| ILPTIndustrial Logistics Properties Trust | COM SHS BEN INT | 265,173 | $150.6 萬 | 0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 30,607 | $149.3 萬 | 0.1% | 歷史 |
| AVNWAviat Networks, Inc. | COM NEW | 64,776 | $146.5 萬 | 0.1% | 歷史 |
| DAVEDave Inc. | CLASS A COM NEW | 7,874 | $137.1 萬 | 0.1% | 歷史 |
| HOLXHologic Inc | COM | 14,248 | $107.7 萬 | 0.1% | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 14,272 | $66.7 萬 | <0.1% | 歷史 |
| UNITUniti Group Inc. | COM SHS | 61,655 | $57.8 萬 | <0.1% | 歷史 |
| TTMITTM Technologies Inc | COM | 5,434 | $52.9 萬 | <0.1% | 歷史 |
| RSVRReservoir Media, Inc. | COM | 53,794 | $52.7 萬 | <0.1% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 35,931 | $52.0 萬 | <0.1% | 歷史 |
| PRAProassurance Corp | COM | 20,764 | $51.3 萬 | <0.1% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 31,471 | $51.3 萬 | <0.1% | 歷史 |
| CVGWCalavo Growers Inc | COM | 19,855 | $51.2 萬 | <0.1% | 歷史 |
| VREVeris Residential, Inc. | COM | 27,132 | $51.2 萬 | <0.1% | 歷史 |
| CTLPCantaloupe, Inc. | COM | 47,359 | $51.2 萬 | <0.1% | 歷史 |
| KWKennedy-Wilson Holdings, Inc. | COM | 47,293 | $51.2 萬 | <0.1% | 歷史 |
| NVRIEnviri Corp | COM | 25,971 | $51.0 萬 | <0.1% | 歷史 |
| UDMYUdemy, Inc. | COM | 109,425 | $50.6 萬 | <0.1% | 歷史 |
| ADVAdvantage Solutions Inc. | COM NEW CL A | 22,270 | $47.1 萬 | <0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,850 | $44.5 萬 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 2,497 | $44.4 萬 | <0.1% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 18,911 | $40.5 萬 | <0.1% | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 7,500 | $21.9 萬 | <0.1% | 歷史 |
| EEExcelerate Energy, Inc. | CL A COM | 5,767 | $19.3 萬 | <0.1% | 歷史 |
| Clearway Energy, Inc.18539C105 | CL A | 754 | $2.95 萬 | <0.1% | – |
| STNGScorpio Tankers Inc. | SHS | 200 | $1.49 萬 | <0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 161 | $1,793 | <0.1% | 歷史 |
| WATWaters Corp | COM | 2 | $701 | <0.1% | 歷史 |
| SIFYSify Technologies Ltd | SPONSORED ADR | 36 | $462 | <0.1% | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 19 | $257 | <0.1% | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 104 | $220 | <0.1% | 歷史 |
| ASRTAssertio Holdings, Inc. | COM NEW | 3 | $59 | <0.1% | 歷史 |
| BSBRBanco Santander (Brasil) S.A. | ADS REP 1 UNIT | 3 | $18 | <0.1% | 歷史 |
| SNBRQSleep Number Corp | COM | 10 | $17 | <0.1% | 歷史 |
| NGLNGL Energy Partners LP | COM UNIT REPST | 1 | $8 | <0.1% | 歷史 |