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Livermore
Livermore
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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
KBKB Financial Group Inc.SPONSORED ADR956$10.0 萬<0.1%−38−3.8%減碼歷史
BCHBank of ChileSPONSORED ADS2,536$10.1 萬<0.1%+318+14.3%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP950$10.1 萬<0.1%+73+8.3%加碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR17,646$10.2 萬<0.1%−2,029−10.3%減碼依 5 比 1 拆股換算歷史
BMNRBitmine Immersion Technologies, Inc.COM NEW7,783$10.4 萬<0.1%+7,783新進歷史
PRDOPerdoceo Education CorpCOM3,270$10.5 萬<0.1%−47,620−93.6%減碼歷史
ENICEnel Chile S.A.SPONSORED ADR23,765$10.7 萬<0.1%+2,226+10.3%加碼歷史
TDSTelephone & Data Systems IncCOM NEW2,905$10.8 萬<0.1%−12,093−80.6%減碼歷史
IBNIcici Bank LtdADR3,704$10.8 萬<0.1%+905+32.3%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS858$11.0 萬<0.1%+23+2.8%加碼歷史
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS22,211$11.2 萬<0.1%+1,327+6.4%加碼歷史
AMZNAmazon Com IncStock470$11.2 萬<0.1%00.0%不變歷史
IRMDIradimed CorpCOM1,256$12.0 萬<0.1%+148+13.4%加碼歷史
Controladora Vuela Comp de A02124E109SPON ADR RP 1013,010$12.2 萬<0.1%+3,771+40.8%加碼–
NXSTNexstar Media Group, Inc.COMMON STOCK697$12.5 萬<0.1%+161+30.0%加碼歷史
HTGCHercules Capital, Inc.COM8,233$13.0 萬<0.1%+2,375+40.5%加碼歷史
CNKCinemark Holdings, Inc.COM4,195$13.3 萬<0.1%−18,551−81.6%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR283$13.5 萬<0.1%+5+1.8%加碼歷史
HCI Group, Inc.40416E107COM779$13.6 萬<0.1%−10,013−92.8%減碼–
WFCWells Fargo & CompanyStock1,676$13.9 萬<0.1%00.0%不變歷史
MPCMarathon Petroleum CorpStock546$13.9 萬<0.1%−393−41.9%減碼歷史
GSATGlobalstar, Inc.COM NEW1,733$14.1 萬<0.1%−70−3.9%減碼歷史
ASHAshland Inc.COM2,173$14.3 萬<0.1%+334+18.2%加碼歷史
SMRNuscale Power CorpCL A COM14,473$14.5 萬<0.1%+14,473新進歷史
AROCArchrock, Inc.COM3,601$14.7 萬<0.1%−670−15.7%減碼歷史
CHEChemed CorpCOM320$14.9 萬<0.1%−599−65.2%減碼歷史
KDKyndryl Holdings, Inc.Stock13,362$15.1 萬<0.1%+13,362新進歷史
TDYTeledyne Technologies IncCOM229$15.3 萬<0.1%00.0%不變歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,903$15.5 萬<0.1%+194+11.4%加碼歷史
MQMarqeta, Inc.CLASS A COM41,768$17.0 萬<0.1%+41,768新進歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS4,116$18.6 萬<0.1%−831−16.8%減碼歷史
ALNTAllient IncCOM1,901$19.6 萬<0.1%−31−1.6%減碼歷史
WAYWaystar Holding Corp.COM9,666$19.8 萬<0.1%+9,666新進歷史
BRKRBruker CorpCOM3,321$20.0 萬<0.1%+926+38.7%加碼歷史
CRCCalifornia Resources CorpCOM STOCK3,896$20.6 萬<0.1%+3,896新進歷史
GPORGulfport Energy CorpCOMMON SHARES1,221$20.7 萬<0.1%+1,221新進歷史
OLEDUniversal Display CorpCOM2,515$21.8 萬<0.1%+2,515新進歷史
LRNStride, Inc.COM2,526$21.8 萬<0.1%+2,526新進歷史
VTOLBristow Group Inc.COM5,428$22.4 萬<0.1%+5,428新進歷史
TRMBTrimble Inc.COM4,384$22.4 萬<0.1%−37,400−89.5%減碼歷史
BFAMBright Horizons Family Solutions Inc.COM3,186$22.6 萬<0.1%+3,186新進歷史
PLNTPlanet Fitness, Inc.CL A4,389$22.9 萬<0.1%+4,389新進歷史
MKTXMarketaxess Holdings IncCOM2,027$23.0 萬<0.1%+2,027新進歷史
NEMNEWMONT CorpStock2,508$23.4 萬<0.1%−87,323−97.2%減碼歷史
SUSuncor Energy IncStock4,391$23.6 萬<0.1%−1,196−21.4%減碼歷史
NWNNorthwest Natural Holding CoCOM4,808$23.6 萬<0.1%+4,808新進歷史
UPSTUpstart Holdings, Inc.COM6,722$23.8 萬<0.1%+6,722新進歷史
STEPStepStone Group Inc.COM CL A5,821$24.1 萬<0.1%+5,821新進歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock3,161$24.3 萬<0.1%+3,161新進歷史
HLNEHamilton Lane INCCL A3,243$25.6 萬<0.1%+3,243新進歷史
FOURShift4 Payments, Inc.CL A5,265$25.6 萬<0.1%+5,265新進歷史
EQNREquinor ASASPONSORED ADR8,228$25.8 萬<0.1%−3,429−29.4%減碼歷史
AVAAvista CorpCOM6,380$26.1 萬<0.1%+6,366+45,471.4%加碼歷史
OKLOOklo Inc.COM CL A5,019$26.3 萬<0.1%−1,710−25.4%減碼歷史
NICENICE Ltd.SPONSORED ADR2,934$26.7 萬<0.1%+336+12.9%加碼歷史
ESLTElbit Systems LtdStock353$26.8 萬<0.1%−115−24.6%減碼歷史
DLBDolby Laboratories, Inc.COM CL A5,093$26.8 萬<0.1%+5,093新進歷史
UMCUnited Microelectronics CorpSPON ADR NEW10,062$27.4 萬<0.1%−716−6.6%減碼歷史
EEni SpASPONSORED ADR5,945$27.9 萬<0.1%−1,700−22.2%減碼歷史
ADTADT Inc.COM42,986$27.9 萬<0.1%+42,986新進歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN24,035$28.4 萬<0.1%+7,924+49.2%加碼歷史
RITMRithm Capital Corp.REIT30,753$28.9 萬<0.1%+30,753新進歷史
SNNSmith & Nephew PLCSPDN ADR NEW10,025$28.9 萬<0.1%+1,337+15.4%加碼歷史
KVYOKlaviyo, Inc.COM SER A19,233$29.0 萬<0.1%+19,233新進歷史
PNRPENTAIR plcSHS3,875$29.7 萬<0.1%+1,050+37.2%加碼歷史
CAICaris Life Sciences, Inc.COM16,682$29.7 萬<0.1%+16,682新進歷史
KRMNKarman Holdings Inc.COMMON STOCK5,965$29.8 萬<0.1%+5,965新進歷史
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL9,741$29.9 萬<0.1%00.0%不變–
WINGWingstop Inc.COM1,741$30.2 萬<0.1%+1,741新進歷史
ICLICL Group Ltd.SHS60,910$30.3 萬<0.1%+10,556+21.0%加碼歷史
SITESiteOne Landscape Supply, Inc.COM2,763$31.6 萬<0.1%+2,763新進歷史
ESABESAB CorpCOM3,241$32.0 萬<0.1%+3,241新進歷史
RIORio Tinto PLCADR3,424$32.5 萬<0.1%−65−1.9%減碼歷史
IDCCInterDigital, Inc.COM1,165$33.0 萬<0.1%−20,392−94.6%減碼歷史
JOBYJoby Aviation, Inc.COMMON STOCK37,145$33.1 萬<0.1%+37,145新進歷史
ROADConstruction Partners, Inc.COM CL A2,792$33.2 萬<0.1%+2,792新進歷史
AERAerCap Holdings N.V.SHS2,275$33.2 萬<0.1%+244+12.0%加碼歷史
STWDStarwood Property Trust, Inc.COM20,471$33.5 萬<0.1%+20,471新進歷史
INMDInMode Ltd.SHS23,305$34.1 萬<0.1%+3,939+20.3%加碼歷史
PJTPJT Partners Inc.COM CL A2,259$34.1 萬<0.1%+2,259新進歷史
MSAMSA Safety IncCOM2,013$35.1 萬<0.1%+2,013新進歷史
BHPBHP Group LtdADR4,289$35.7 萬<0.1%−447−9.4%減碼歷史
RGENRepligen CorpCOM2,661$36.3 萬<0.1%+2,661新進歷史
QBTSD-Wave Quantum Inc.Stock15,670$37.6 萬<0.1%−11−0.1%減碼歷史
RYTMRhythm Pharmaceuticals, Inc.COM3,417$37.9 萬<0.1%+3,417新進歷史
LOARLoar Holdings Inc.COM SHS4,775$38.5 萬<0.1%+4,775新進歷史
SAILSailPoint, Inc.COM26,551$38.9 萬<0.1%+26,551新進歷史
EXPEagle Materials IncCOM1,737$39.1 萬<0.1%+1,737新進歷史
NEUNewmarket CorpCOM494$39.1 萬<0.1%+494新進歷史
FBINFortune Brands Innovations, Inc.COM7,174$39.4 萬<0.1%+7,174新進歷史
FNDFloor & Decor Holdings, Inc.CL A6,656$39.5 萬<0.1%+6,656新進歷史
DDSDillard's, Inc.CL A754$39.8 萬<0.1%−6,795−90.0%減碼歷史
VNOVornado Realty TrustSH BEN INT10,164$39.9 萬<0.1%+10,164新進歷史
GLXYGalaxy Digital Inc.CL A14,709$40.2 萬<0.1%+14,709新進歷史
JXNJackson Financial Inc.COM CL A3,981$40.8 萬<0.1%+476+13.6%加碼歷史
PAYCPaycom Software, Inc.Stock3,255$40.9 萬<0.1%+3,255新進歷史
OMFOneMain Holdings, Inc.COM6,769$41.3 萬<0.1%+6,769新進歷史
UGIUgi CorpStock12,054$41.6 萬<0.1%+1,878+18.5%加碼歷史
CDECoeur Mining, Inc.COM NEW25,605$41.8 萬<0.1%+25,605新進歷史
KNSLKinsale Capital Group, Inc.Stock1,280$42.2 萬<0.1%+1,280新進歷史

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