CL

Cwm, LLC

分散型投資策略

申報總市值

US$380.5億

申報季度: 2026-03-31 · 持股檔數: 5738

CWM, LLC在最新一期 13F 報告中揭露了 5738 項持股，申報期為 2026-03-31，總持股市值約為 US$380.5億，季度換手率為 22.4%。

機構性格雪花圖

集中度
2.34
持倉穩定性
22.38
動能／逆勢
59.21
產業集中度
44.41
多樣化
100
倉位均衡度
43.4

近期動向

  • 減碼 OEF

    -86.9%　-US$3.6億

  • 加碼 SPTI

    +104.3%　US$1.9億

  • 減碼 EFV

    -44.9%　-US$1.7億

  • 減碼 IEMG

    -42.9%　-US$1.6億

  • 加碼 GOVT

    +604.7%　US$1.5億

  • 減碼 SPAB

    -23.0%　-US$1.1億

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 5645 大持股（共 5738 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股與成長2.39%-0.27%-2.88%
2SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長2.26%+0.01%+8.65%
3IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他2.14%—+2.46%
4SPDWSte Str Spdr Pt Dw EU ETFETF-其他2.12%+0.25%+13.93%
5AAPLApple INC股票-科技1.82%-0.18%+0.94%
6NVDANvidia CORP股票-科技1.59%—+2.89%
7IVEIshares S&p 500 Value ETFETF-大型股與成長1.42%—-0.48%
8IVWIshares S&p 500 Growth ETFETF-大型股與成長1.42%-0.17%+0.06%
9COROIsh Intl Ctry Rot Act ETFETF-其他1.37%+1.37%NEW
10SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.21%+0.27%+51.59%
11DYNFIshrs US E F R A Etf-usd INCETF-其他1.20%-0.12%-2.30%
12MSFTMicrosoft CORP股票-科技1.15%-0.25%+11.06%
13SPMOInvesco S&p 500 Momentum ETFETF-大型股與成長1.06%+0.09%+20.03%
14SPTISs Spdr P Int Term Tsy ETFETF-其他0.97%+0.48%+104.29%
15QUALIshares Msci USA Quality FacETF-其他0.95%-0.26%-15.88%
16SPABSs Spdr P Agg Bond ETFETF-其他0.94%-0.33%-23.04%
17BONDPimco Active Bond Exchange-tETF-其他0.91%-0.14%-9.84%
18AMZNAmazon.com INC股票-循環性消費0.89%—+5.20%
19LGLVSpdr US Lc Low Vol IdxETF-其他0.83%—-1.12%
20VUGVanguard Growth ETFETF-其他0.75%-0.10%+1.54%
21QQQInvesco Qqq Trust Series 1ETF-科技型0.74%-0.12%-4.53%
22GOOGLAlphabet Inc-cl A股票-通訊服務0.73%-0.15%-7.42%
23MTUMIshares Msci USA Momentum FaETF-其他0.72%—+0.67%
24SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長0.72%-0.10%-2.19%
25SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.70%—+2.55%
26BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債0.63%—+6.46%
27SPYVSs Spdr P S&p 500 Value ETFETF-大型股與成長0.62%—+1.88%
28IEMGIshares Core Msci EmergingETF-新興市場0.60%-0.44%-42.93%
29EFVIshares Msci Eafe Value ETFETF-其他0.59%-0.47%-44.94%
30TOTLSs Doubleline Tr Tact ETFETF-其他0.57%—+15.08%
31SCHGSchwab US Large-cap GrowthETF-其他0.55%-0.11%-3.40%
32AVGOBroadcom INC股票-科技0.54%—+2.51%
33BILSSs Spdrb B 3-12m T-bill ETFETF-其他0.53%—-1.85%
34BRK-BBerkshire Hathaway Inc-cl B股票-其他0.50%—+2.53%
35BAIIshrs Ai In And Tech Act ETFETF-科技型0.49%—+9.57%
36MBBIshares Mbs ETFETF-其他0.48%—+0.89%
37FBNDFidelity Total Bond ETFETF-其他0.46%—+18.22%
38WMTWalmart INC股票-非循環性消費0.46%+0.09%+14.93%
39XOMExxon Mobil CORP股票-能源0.46%+0.12%-2.19%
40BUFRFt Vest Lad Buffervetf-usd IETF-其他0.46%—+3.55%
41GOVTIshares US Treasury Bond ETFETF-政府公債0.45%+0.38%+604.66%
42JNJJohnson & Johnson股票-醫療保健0.44%+0.07%+5.39%
43VTVVanguard Value ETFETF-其他0.44%—-0.67%
44JPMJpmorgan Chase & Co股票-金融0.43%—+2.63%
45MINTPimco Enhanced Short MaturitETF-其他0.42%—-4.29%
46ULSTSs Ultra Short Tm Bond ETFETF-其他0.42%—+3.87%
47TLHIshares 10-20 Year TreasuryETF-政府公債0.41%—-2.06%
48PVALPutnam Focused Lrg Cap ValueETF-其他0.41%—+2.88%
49TSLATesla INC股票-循環性消費0.40%—+6.82%
50JIREJpmorgan Int Res Enh EqtyETF-其他0.38%—+12.11%
1–50 of 5,645

本季持股變動

Cwm, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Simplify US Eq Plus Mgd Fut (CTAP); 新建倉: Ss Spdr S&p Soft & Serv ETF (XSW).

Cwm, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SPTISs Spdr P Int Term Tsy ETF+0.5%+104.29%加碼
2GOVTIshares US Treasury Bond ETF+0.4%+604.66%加碼
3SPYSs Spdr S&p 500 ETF Trust-us+0.3%+51.59%加碼
4SPDWSte Str Spdr Pt Dw EU ETF+0.3%+13.93%加碼
5RAAXVaneck Real Assets ETF+0.2%+1027.35%加碼
6FBCGFidelity Blue Chip Grow ETF+0.2%+125.52%加碼
7TCHPT Rowe Price Blue Chip Growt+0.2%+2627.21%加碼
8XOMExxon Mobil CORP+0.1%-2.19%減碼
9SGOVIshares 0-3 Month Treasury B+0.1%+126.20%加碼
10XPHSs Spdr S&p Pharma ETF+0.1%+363177.50%加碼
11SPMOInvesco S&p 500 Momentum ETF+0.1%+20.03%加碼
12WMTWalmart INC+0.1%+14.93%加碼
13PMBSPimco Mbs Active ETF+0.1%+140.22%加碼
14JVALJpmorgan US Value Factor ETF+0.1%+87.31%加碼
15XLESs Energy Select Sector+0.1%+19.15%加碼
16JNJJohnson & Johnson+0.1%+5.39%加碼
17CVXChevron CORP+0.1%+10.87%加碼
18SPYMSte Str Spdr Pt S&p 500 ETF0%+8.65%加碼
19ORCLOracle CORP-0.1%-25.08%減碼
20XLUSt Sr Utl Sl Se Spdr Etf-usd-0.1%-49.59%減碼
21METAMeta Platforms Inc-class A-0.1%-3.24%減碼
22SCHDSchwab US Dvd Equity ETF-0.1%-26.35%減碼
23SPYGSs Spdr P S&p 500 Growth ETF-0.1%-2.19%減碼
24VUGVanguard Growth ETF-0.1%+1.54%加碼
25SCHGSchwab US Large-cap Growth-0.1%-3.40%減碼
26QQQInvesco Qqq Trust Series 1-0.1%-4.53%減碼
27DYNFIshrs US E F R A Etf-usd INC-0.1%-2.30%減碼
28EMBIshares Jp Morgan Usd Emergi-0.1%-93.96%減碼
29BONDPimco Active Bond Exchange-t-0.1%-9.84%減碼
30GOOGLAlphabet Inc-cl A-0.2%-7.42%減碼
31IVWIshares S&p 500 Growth ETF-0.2%+0.06%加碼
32SPEUState Street Spdr Portfolio-0.2%-50.32%減碼
33AAPLApple INC-0.2%+0.94%加碼
34XLKSs Technology Select Sector-0.2%-25.64%減碼
35CTASimplify Managed Futures St-0.2%-93.63%減碼
36SPMDSs Spdr P S&p 400 Midcap ETF-0.2%-36.96%減碼
37ITAIshares U.s. Aerospace & Def-0.2%-91.63%減碼
38IAUIshares Gold Trust-0.3%-60.78%減碼
39MSFTMicrosoft CORP-0.3%+11.06%加碼
40QUALIshares Msci USA Quality Fac-0.3%-15.88%減碼
41IVVIshares Core S&p 500 ETF-0.3%-2.88%減碼
42SPABSs Spdr P Agg Bond ETF-0.3%-23.04%減碼
43IEMGIshares Core Msci Emerging-0.4%-42.93%減碼
44EFVIshares Msci Eafe Value ETF-0.5%-44.94%減碼
45OEFIshares S&p 100 ETF-1%-86.91%減碼
46COROIsh Intl Ctry Rot Act ETF—NEW新建倉
47IDEFIshares Def Industrials Act—NEW新建倉
48BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建倉
49CTAPSimplify US Eq Plus Mgd Fut—NEW新建倉
50XSWSs Spdr S&p Soft & Serv ETF—NEW新建倉

FAQ

Cwm, LLC 是什麼機構？屬於哪種投資人類型？
Cwm, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$380.5億，分佈在 5738 個已申報部位之中。
Cwm, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Cwm, LLC 按市值排列的前幾大持股為： 1. Ishares Core S&p 500 ETF (IVV) — US$9.1億 (2.4%) 2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$8.6億 (2.3%) 3. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — US$8.1億 (2.1%) 4. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$8.1億 (2.1%) 5. Apple INC (AAPL) — US$6.9億 (1.8%)
Cwm, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Cwm, LLC 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 21 個既有持股、減碼 24 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Simplify US Eq Plus Mgd Fut (CTAP); 新建倉: Ss Spdr S&p Soft & Serv ETF (XSW)
Cwm, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Cwm, LLC 的主要板塊分佈如下： • Information Technology: 28.5% • Financials: 12.5% • Health Care: 12.1% • Industrials: 11.2% • Consumer Discretionary: 10.3% • Communication Services: 7.5%