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CWM · 13F 持仓分析
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CWM

CWM, LLCNo.258 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$380.54亿
环比变动 Q4 2025
+$11.47亿+3.1%
持仓股票数
5642
新买入
471
加仓
3016
减仓
1646
清仓
154
持股不变
509
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
2.39%2.66%$9.11亿139.5万股$9.83亿143.6万股-4.1万股-2.88%减仓
S道富SPYM
2.26%2.25%$8.61亿1,125.5万股$8.31亿1,035.9万股+89.6万股+8.65%加仓
IiShares安硕信托IUSB
2.14%2.17%$8.14亿1,761.7万股$8.00亿1,719.4万股+42.3万股+2.46%加仓
SSPDR道富指数基金SPDW
2.12%1.87%$8.07亿1,768.2万股$6.89亿1,552.1万股+216.2万股+13.93%加仓
苹果AAPL
1.82%2%$6.93亿274.1万股$7.37亿271.2万股+2.9万股+1.06%加仓
英伟达NVDA
1.59%1.71%$6.06亿348.7万股$6.29亿338.9万股+9.8万股+2.89%加仓
IiShares安硕·S&PIVE
1.42%1.48%$5.42亿256.7万股$5.47亿257.9万股-1.2万股-0.48%减仓
IiShares安硕信托IVW
1.42%1.59%$5.40亿477.8万股$5.89亿477.5万股+2,664股+0.06%加仓
B贝莱德ETF信托CORO
1.37%$5.21亿1,620.8万股$00股+1,620.8万股新买入
SSPDR标普500 ETFSPY
1.21%0.94%$4.59亿104.2万股$3.46亿68.7万股+35.5万股+51.73%加仓
B贝莱德ETF信托DYNF
1.2%1.32%$4.56亿783.0万股$4.87亿801.5万股-18.5万股-2.30%减仓
微软MSFT
1.15%1.4%$4.39亿118.9万股$5.18亿107.1万股+11.8万股+11.06%加仓
I景顺交易所交易基金IISPMO
1.06%0.97%$4.03亿359.2万股$3.57亿299.2万股+59.9万股+20.03%加仓
S道富SPTI
0.97%0.49%$3.68亿1,284.8万股$1.81亿628.9万股+655.9万股+104.29%加仓
IiShares安硕·MSCIQUAL
0.95%1.21%$3.62亿188.9万股$4.46亿224.6万股-35.7万股-15.88%减仓
S道富SPAB
0.94%1.27%$3.59亿1,400.2万股$4.68亿1,819.4万股-419.2万股-23.04%减仓
PPimco Active Bond ETFBOND
0.91%1.05%$3.45亿374.1万股$3.86亿415.0万股-40.8万股-9.84%减仓
亚马逊AMZN
0.89%0.96%$3.37亿162.3万股$3.56亿154.2万股+8.1万股+5.24%加仓
SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV
0.83%0.86%$3.18亿178.4万股$3.17亿180.4万股-2.0万股-1.12%减仓
V先锋领航指数基金VUG
0.75%0.85%$2.85亿65.3万股$3.14亿64.4万股+9,905股+1.54%加仓
I景顺QQQ信托VOO
0.74%0.86%$2.83亿49.1万股$3.16亿51.4万股-2.3万股-4.53%减仓
谷歌AGOOGL
0.73%0.88%$2.77亿96.3万股$3.26亿104.0万股-7.7万股-7.42%减仓
IiShares安硕信托MTUM
0.72%0.77%$2.76亿114.9万股$2.86亿114.1万股+7,642股+0.67%加仓
SSPDR道富系列信托SPYG
0.72%0.82%$2.72亿278.1万股$3.03亿284.3万股-6.2万股-2.19%减仓
SSPDR道富系列信托SPTM
0.7%0.73%$2.65亿335.0万股$2.69亿326.6万股+8.3万股+2.55%加仓
SSPDR道富系列信托BIL
0.63%0.61%$2.41亿263.1万股$2.26亿247.1万股+16.0万股+6.46%加仓
S道富SPYV
0.62%0.63%$2.35亿416.2万股$2.32亿408.5万股+7.7万股+1.88%加仓
IiShares安硕IEMG
0.6%1.04%$2.26亿324.7万股$3.82亿569.0万股-244.3万股-42.93%减仓
IiShares安硕信托EFV
0.59%1.06%$2.25亿303.0万股$3.93亿550.4万股-247.3万股-44.94%减仓
SSSGA ACTIVE ETF TRWIP
0.57%0.52%$2.17亿545.5万股$1.91亿474.0万股+71.5万股+15.08%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.55%0.66%$2.10亿720.5万股$2.43亿745.9万股-25.3万股-3.40%减仓
博通AVGO
0.54%0.61%$2.07亿66.7万股$2.25亿65.1万股+1.6万股+2.51%加仓
SSPDR道富系列信托BILS
0.53%0.55%$2.01亿201.9万股$2.04亿205.7万股-3.8万股-1.85%减仓
伯克希尔哈撒韦BRK.B
0.5%0.52%$1.89亿39.5万股$1.93亿38.5万股+9,726股+2.53%加仓
B贝莱德ETF信托BAI
0.49%0.46%$1.85亿561.1万股$1.71亿512.1万股+49.0万股+9.57%加仓
iShares安硕·MBSACGL
0.48%0.49%$1.83亿192.7万股$1.82亿191.0万股+1.7万股+0.89%加仓
F富达·MERRIMACK STR TRFBND
0.46%0.41%$1.76亿386.5万股$1.50亿326.9万股+59.6万股+18.22%加仓
沃尔玛WMT
0.46%0.37%$1.76亿141.8万股$1.37亿123.4万股+18.4万股+14.93%加仓
埃克森美孚XOM
0.46%0.34%$1.75亿103.1万股$1.27亿105.4万股-2.3万股-2.19%减仓
FT VEST LADDERED BUFFER ETFFIBK
0.46%0.46%$1.74亿514.1万股$1.70亿496.4万股+17.6万股+3.55%加仓
IiShares安硕信托GJS
0.45%0.07%$1.73亿754.9万股$2,466.8万107.1万股+647.8万股+604.66%加仓
强生JNJ
0.44%0.37%$1.69亿69.2万股$1.36亿65.7万股+3.5万股+5.39%加仓
V先锋领航指数基金VTV
0.44%0.44%$1.68亿85.4万股$1.64亿86.0万股-5,774股-0.67%减仓
摩根大通JPM
0.43%0.47%$1.62亿55.0万股$1.73亿53.6万股+1.4万股+2.63%加仓
PPIMCO太平洋投资管理ETFMINT
0.42%0.46%$1.61亿160.4万股$1.68亿167.6万股-7.2万股-4.29%减仓
SSTATE STREET ULTRA SHORTTERM BOND ETFULST
0.42%0.42%$1.60亿395.0万股$1.54亿380.3万股+14.7万股+3.87%加仓
IiShares安硕信托TLH
0.41%0.44%$1.57亿155.9万股$1.62亿159.1万股-3.3万股-2.06%减仓
PPUTNAM ETF TRUSTPVAL
0.41%0.4%$1.55亿334.3万股$1.48亿325.0万股+9.4万股+2.88%加仓
特斯拉TSLA
0.4%0.47%$1.54亿41.6万股$1.75亿39.0万股+2.7万股+6.82%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.38%0.35%$1.45亿191.3万股$1.28亿170.6万股+20.7万股+12.11%加仓

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