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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。

機構總覽
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%)
申報日
2026/8/12
SEC
CWM Advisors, LLC 在 2026 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
PAASPan American Silver CorpStock32$1,433<0.1%00.0%不變歷史
CNXCNX Resources CorpCOM43$1,467<0.1%−42−49.4%減碼歷史
TRNOTerreno Realty CorpCOM24$1,526<0.1%00.0%不變歷史
GMGeneral Motors CoCOM20$1,542<0.1%00.0%不變歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN36$1,610<0.1%00.0%不變歷史
BURLBurlington Stores, Inc.COM5$1,639<0.1%−5−50.0%減碼歷史
MNSTMonster Beverage CorpCOM19$1,781<0.1%−2−9.5%減碼歷史
ADIAnalog Devices IncStock5$2,020<0.1%−10−66.7%減碼歷史
COSTCostco Wholesale CorpStock2$2,028<0.1%−3−60.0%減碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL21$2,075<0.1%00.0%不變–
MRKMerck & Co., Inc.Stock18$2,313<0.1%00.0%不變歷史
TAT&T Inc.Stock119$2,463<0.1%00.0%不變歷史
DBDDiebold Nixdorf, IncCOM SHS29$2,486<0.1%−6,816−99.6%減碼歷史
VZVerizon Communications IncStock59$2,498<0.1%00.0%不變歷史
PFEPfizer IncStock106$2,552<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF43$2,574<0.1%00.0%不變–
ECHOEchoStar CORPCL A26$2,616<0.1%+1+4.0%加碼歷史
AZNAstraZeneca PLCADR14$2,667<0.1%00.0%不變歷史
NTESNetEase, Inc.SPONSORED ADS21$2,691<0.1%00.0%不變歷史
JCIJohnson Controls International plcStock19$2,794<0.1%−27−58.7%減碼歷史
BITWBitwise 10 Crypto Index ETFUNIT BENEFICIAL97$3,645<0.1%00.0%不變歷史
MSFTMicrosoft CorpStock10$3,730<0.1%00.0%不變歷史
DVADavita Inc.COM17$3,807<0.1%00.0%不變歷史
LOWLowes Companies IncStock17$3,820<0.1%−7−29.2%減碼歷史
ONTOOnto Innovation Inc.COM11$4,002<0.1%+11新進歷史
DOCNDigitalOcean Holdings, Inc.COM26$4,061<0.1%+26新進歷史
COLLCollegium Pharmaceutical, IncCOM113$4,074<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW41$4,075<0.1%00.0%不變–
AmerisourceBergen Corp03073E108Common Stock17$4,735<0.1%00.0%不變–
NVTSNavitas Semiconductor CorpCOM265$4,757<0.1%+265新進歷史
LRCXLam Research CorpStock12$5,144<0.1%−31−72.1%減碼歷史
GEGeneral Electric CoStock15$5,606<0.1%00.0%不變歷史
METAMeta Platforms, Inc.Stock10$5,633<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF117$6,272<0.1%00.0%不變–
SPDR Gold MiniShares Trust98149E307ETF82$6,512<0.1%00.0%不變–
GLDSPDR Gold TrustETF18$6,631<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN96$7,230<0.1%00.0%不變–
CIGEnergy Co of Minas GeraisSP ADR N-V PFD3,545$7,445<0.1%−1,193−25.2%減碼歷史
MWAMueller Water Products, Inc.COM SER A308$7,955<0.1%−87−22.0%減碼歷史
ZYMEZymeworks Inc.COM332$8,675<0.1%+332新進歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF187$8,753<0.1%+187新進–
PCYOPure Cycle CorpCOM NEW837$8,959<0.1%+109+15.0%加碼歷史
ARTNAArtesian Resources CorpCL A264$8,974<0.1%+2+0.8%加碼歷史
Vanguard Total International Bond ETF92203J407ETF186$9,008<0.1%+186新進–
LCIILci IndustriesCOM86$9,102<0.1%+4+4.9%加碼歷史
IAUiShares Gold TrustETF121$9,137<0.1%00.0%不變歷史
SRRKScholar Rock Holding CorpCOM173$9,524<0.1%+173新進歷史
OPENOpendoor Technologies Inc.COM2,152$9,944<0.1%00.0%不變歷史
HOODRobinhood Markets, Inc.Stock100$1.00 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock10$1.01 萬<0.1%00.0%不變歷史
DYNDyne Therapeutics, Inc.COM468$1.04 萬<0.1%−8,835−95.0%減碼歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW1,500$1.19 萬<0.1%00.0%不變歷史
RCUSArcus Biosciences, Inc.COM386$1.19 萬<0.1%+385+38,500.0%加碼歷史
OZKBank OZKCOM234$1.22 萬<0.1%+17+7.8%加碼歷史
HTOH2O AmericaCOM201$1.22 萬<0.1%−3,418−94.4%減碼歷史
AUBAtlantic Union Bankshares CorpCOM295$1.25 萬<0.1%−47,617−99.4%減碼歷史
BRK.BBerkshire Hathaway IncStock25$1.25 萬<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR131$1.26 萬<0.1%00.0%不變歷史
TGTXTG Therapeutics, Inc.COM251$1.38 萬<0.1%+251新進歷史
FFord Motor CoStock1,056$1.47 萬<0.1%00.0%不變歷史
NBNiocorp Developments LtdCOM NEW3,186$1.54 萬<0.1%00.0%不變歷史
SLViShares Silver TrustETF334$1.79 萬<0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF113$1.79 萬<0.1%00.0%不變–
HUNHuntsman CORPCOM2,287$2.43 萬<0.1%−393−14.7%減碼歷史
ENBEnbridge IncStock611$3.31 萬<0.1%00.0%不變歷史
JDJD.com, Inc.SPON ADS CL A1,311$3.34 萬<0.1%00.0%不變歷史
BJBJ's Wholesale Club Holdings, Inc.COM404$3.52 萬<0.1%+404新進歷史
GNLGlobal Net Lease, Inc.COM NEW5,078$4.54 萬<0.1%+5,078新進歷史
ABTCAmerican Bitcoin Corp.COM CL A66,732$4.55 萬<0.1%+66,732新進歷史
Essential Pptys Rlty Tr Inc02967E111COM1,548$4.62 萬<0.1%+1,548新進–
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD1,115$4.87 萬<0.1%00.0%不變–
PLDPrologis, Inc.REIT385$5.22 萬<0.1%−135,406−99.7%減碼歷史
HRHealthcare Realty Trust IncCL A COM2,801$5.65 萬<0.1%+161+6.1%加碼歷史
HSTHost Hotels & Resorts, Inc.COM2,499$5.93 萬<0.1%−112,250−97.8%減碼歷史
NVDANVIDIA CorpStock303$6.07 萬<0.1%+40+15.2%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock235$6.83 萬<0.1%−25−9.6%減碼歷史
CXMSprinklr, Inc.CL A13,375$6.90 萬<0.1%−11−0.1%減碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR5,167$6.94 萬<0.1%+1,073+26.2%加碼歷史
SIDNational Steel CoSPONSORED ADR75,981$6.95 萬<0.1%+23,612+45.1%加碼歷史
PAHCPhibro Animal Health CorpCL A COM2,282$7.17 萬<0.1%−576−20.2%減碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR4,922$7.95 萬<0.1%−2,140−30.3%減碼歷史
TIMBTim S.A.SPONSORED ADR3,745$8.02 萬<0.1%−446−10.6%減碼歷史
AAPLApple Inc.Stock278$8.05 萬<0.1%00.0%不變歷史
KEPKorea Electric Power CorpSPONSORED ADR6,732$8.15 萬<0.1%+1,630+31.9%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,633$8.39 萬<0.1%+33+2.1%加碼歷史
UGPUltrapar Holdings IncSP ADR REP COM17,222$8.65 萬<0.1%−4,225−19.7%減碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP22,640$8.81 萬<0.1%+2,487+12.3%加碼歷史
Vale SA91912E109ADR5,962$8.97 萬<0.1%−463−7.2%減碼–
BBDBank BradescoSP ADR PFD NEW26,157$9.08 萬<0.1%+735+2.9%加碼歷史
LMTLockheed Martin CorpStock179$9.12 萬<0.1%+1+0.6%加碼歷史
CCOICogent Communications Holdings, Inc.COM NEW6,593$9.15 萬<0.1%+1,544+30.6%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD1,656$9.33 萬<0.1%+32+2.0%加碼歷史
ECEcopetrol S.A.SPONSORED ADS6,583$9.37 萬<0.1%−1,963−23.0%減碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW15,986$9.40 萬<0.1%+1,299+8.8%加碼歷史
CXCemex SAB de CVSPON ADR NEW8,005$9.61 萬<0.1%+622+8.4%加碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD1,532$9.69 萬<0.1%−80−5.0%減碼歷史
EMBJEmbraer S.A.ADR1,531$9.77 萬<0.1%+149+10.8%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW112,221$9.83 萬<0.1%+217+10.8%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS3,820$9.87 萬<0.1%+1,384+56.8%加碼歷史
GGBGerdau S.A.SPON ADR REP PFD24,449$9.88 萬<0.1%+1,871+8.3%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。

CWM Advisors, LLC 在 2026 年第 1 季之後清倉的部位
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.Stock106,964$874.1 萬0.5%歷史
QCOMQualcomm IncStock49,711$640.2 萬0.4%歷史
SEICSEI Investments CoCOM49,401$387.6 萬0.2%歷史
CMSCMS Energy CorpCOM46,495$360.7 萬0.2%歷史
GPIGroup 1 Automotive IncCOM9,048$299.2 萬0.2%歷史
TTTrane Technologies plcSHS6,500$270.9 萬0.2%歷史
GRDNGuardian Pharmacy Services, Inc.CL A49,565$186.7 萬0.1%歷史
PAXPatria Investments LtdCOM CL A143,727$181.1 萬0.1%歷史
TPCTutor Perini CorpCOM23,262$179.6 萬0.1%歷史
GCTGigaCloud Technology IncStock39,018$177.1 萬0.1%歷史
CWCOConsolidated Water Co. Ltd.ORD52,813$174.9 萬0.1%歷史
MCMoelis & CoCL A30,605$174.4 萬0.1%歷史
RIGLRigel Pharmaceuticals IncCOM63,891$172.8 萬0.1%歷史
INSWInternational Seaways, Inc.COM23,620$172.1 萬0.1%歷史
MGMistras Group, Inc.COM115,815$171.2 萬0.1%歷史
GICGlobal Industrial CoCOM54,056$170.4 萬0.1%歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A35,271$169.8 萬0.1%歷史
XPXP Inc.CL A89,121$169.7 萬0.1%歷史
BGCBGC Group, Inc.CL A171,484$167.7 萬0.1%歷史
SKYWSkywest IncCOM18,258$167.7 萬0.1%歷史
CTSCTS CorpCOM35,080$167.5 萬0.1%歷史
NRIMNorthrim Bancorp IncCOM73,209$167.5 萬0.1%歷史
ITTItt Inc.COM8,769$167.1 萬0.1%歷史
BVSBioventus Inc.COM CL A182,918$167.0 萬0.1%歷史
PRGPROG Holdings, Inc.Stock58,004$166.4 萬0.1%歷史
NMRKNewmark Group, Inc.CL A110,288$165.3 萬0.1%歷史
CYDChina Yuchai International LtdCOM42,930$165.3 萬0.1%歷史
NATLNCR Atleos CorpCOM SHS37,598$163.9 萬0.1%歷史
GDOTGreen Dot CorpCL A145,535$163.3 萬0.1%歷史
IHSIHS Holding LtdORD SHS197,628$162.6 萬0.1%歷史
TBLATaboola.com Ltd.ORD SHS523,014$162.1 萬0.1%歷史
LFSTLifeStance Health Group, Inc.COM251,525$160.2 萬0.1%歷史
RNRRenaissancere Holdings LtdCOM5,372$159.7 萬0.1%歷史
INNVInnovAge Holding Corp.COM198,320$159.1 萬0.1%歷史
BTSGBrightSpring Health Services, Inc.COM37,059$157.9 萬0.1%歷史
TCMDTactile Systems Technology IncCOM59,794$156.2 萬0.1%歷史
CTRACoterra Energy Inc.Stock44,329$155.8 萬0.1%歷史
HRTGHeritage Insurance Holdings, Inc.COM58,915$154.7 萬0.1%歷史
MITKMitek Systems IncCOM NEW113,860$153.7 萬0.1%歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT265,173$150.6 萬0.1%歷史
YUMCYum China Holdings, Inc.COM30,607$149.3 萬0.1%歷史
AVNWAviat Networks, Inc.COM NEW64,776$146.5 萬0.1%歷史
DAVEDave Inc.CLASS A COM NEW7,874$137.1 萬0.1%歷史
HOLXHologic IncCOM14,248$107.7 萬0.1%歷史
TPHTri Pointe Homes, Inc.COM14,272$66.7 萬<0.1%歷史
UNITUniti Group Inc.COM SHS61,655$57.8 萬<0.1%歷史
TTMITTM Technologies IncCOM5,434$52.9 萬<0.1%歷史
RSVRReservoir Media, Inc.COM53,794$52.7 萬<0.1%歷史
FOLDAmicus Therapeutics, Inc.COM35,931$52.0 萬<0.1%歷史
PRAProassurance CorpCOM20,764$51.3 萬<0.1%歷史
SEMSelect Medical Holdings CorpCOM31,471$51.3 萬<0.1%歷史
CVGWCalavo Growers IncCOM19,855$51.2 萬<0.1%歷史
VREVeris Residential, Inc.COM27,132$51.2 萬<0.1%歷史
CTLPCantaloupe, Inc.COM47,359$51.2 萬<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM47,293$51.2 萬<0.1%歷史
NVRIEnviri CorpCOM25,971$51.0 萬<0.1%歷史
UDMYUdemy, Inc.COM109,425$50.6 萬<0.1%歷史
ADVAdvantage Solutions Inc.COM NEW CL A22,270$47.1 萬<0.1%歷史
ALSumisho Air Lease CorpCL A6,850$44.5 萬<0.1%歷史
MASIMasimo CorpCOM2,497$44.4 萬<0.1%歷史
DAWNDay One Biopharmaceuticals, Inc.Stock18,911$40.5 萬<0.1%歷史
NOGNorthern Oil & Gas, Inc.COM7,500$21.9 萬<0.1%歷史
EEExcelerate Energy, Inc.CL A COM5,767$19.3 萬<0.1%歷史
Clearway Energy, Inc.18539C105CL A754$2.95 萬<0.1%–
STNGScorpio Tankers Inc.SHS200$1.49 萬<0.1%歷史
PATHUiPath, Inc.Stock161$1,793<0.1%歷史
WATWaters CorpCOM2$701<0.1%歷史
SIFYSify Technologies LtdSPONSORED ADR36$462<0.1%歷史
INFYInfosys LtdSPONSORED ADR19$257<0.1%歷史
WITWipro LtdSPON ADR 1 SH104$220<0.1%歷史
ASRTAssertio Holdings, Inc.COM NEW3$59<0.1%歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT3$18<0.1%歷史
SNBRQSleep Number CorpCOM10$17<0.1%歷史
NGLNGL Energy Partners LPCOM UNIT REPST1$8<0.1%歷史