CA
CSM Advisors, LLC
分散型投資策略趨勢追蹤型高品質投資策略
申報總市值
US$40.7億
申報季度: 2026-03-31 · 持股檔數: 407
CSM Advisors, LLC在最新一期 13F 報告中揭露了 407 項持股，申報期為 2026-03-31，總持股市值約為 US$40.7億，季度換手率為 40.1%。
機構性格雪花圖
- 集中度
- 3.51
- 持倉穩定性
- 40.13
- 動能／逆勢
- 100
- 產業集中度
- 42.17
- 多樣化
- 100
- 倉位均衡度
- 83.94
近期動向
加碼 AAPL
+237.3% US$8342.4萬
加碼 NVDA
+221.2% US$8177.7萬
減碼 IWM
-98.6% -US$5636.5萬
加碼 MSFT
+189.3% US$4870.4萬
加碼 AMZN
+245.8% US$4446.5萬
減碼 QQQ
-20.5% -US$2993.2萬
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
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 3.01% | +1.90% | +221.18% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.00% | +1.95% | +237.27% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | +1.09% | +189.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.17% | -1.04% | -20.49% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.17% | -0.50% | +0.34% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.07% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.94% | +0.91% | +127.03% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.77% | — | +0.03% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.61% | +1.04% | +245.79% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.34% | — | -12.99% | |
| 11 | USB | US Bancorp | 股票-金融 | 1.33% | — | -8.24% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.30% | — | +2.53% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.23% | +0.71% | +194.70% | |
| 14 | CAT | Caterpillar INC | 股票-工業 | 1.23% | +0.10% | -3.05% | |
| 15 | CMI | Cummins INC | 股票-工業 | 1.18% | — | -13.29% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.11% | — | +0.03% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.07% | — | -18.64% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.41% | -12.51% | |
| 19 | ORSIX | Nrth Sq Dyn Sm Cap-i | 股票-其他 | 1.05% | — | -4.12% | |
| 20 | HIG | Hartford Insurance Group INC | 股票-金融 | 1.03% | -0.43% | -20.36% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | -0.84% | -34.09% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.97% | +0.14% | +5.23% | |
| 23 | C | Citigroup INC | 股票-金融 | 0.95% | -0.30% | -13.47% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.94% | — | +5.02% | |
| 25 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.93% | — | -13.41% | |
| 26 | DAL | Delta Air Lines INC | 股票-工業 | 0.89% | -0.30% | -13.32% | |
| 27 | EOG | Eog Resources INC | 股票-能源 | 0.89% | — | -13.08% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.85% | +0.65% | +455.07% | |
| 29 | MO | Altria Group INC | 股票-非循環性消費 | 0.83% | — | -7.74% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 0.80% | — | -13.59% | |
| 31 | GS | Goldman Sachs Group INC | 股票-金融 | 0.79% | — | -12.04% | |
| 32 | SYF | Synchrony Financial | 股票-金融 | 0.75% | -0.43% | -13.77% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | — | -1.29% | |
| 34 | MU | Micron Technology INC | 股票-科技 | 0.68% | +0.16% | +22.33% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | +16.44% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | +0.28% | +121.39% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.65% | -0.43% | -12.40% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.35% | -13.46% | |
| 39 | GM | General Motors Co | 股票-循環性消費 | 0.63% | — | -13.21% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事業 | 0.62% | +0.61% | +6513.42% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.62% | +0.50% | +384.19% | |
| 42 | AMP | Ameriprise Financial INC | 股票-金融 | 0.61% | — | -13.17% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.59% | — | +0.70% | |
| 44 | NFLX | Netflix INC | 股票-通訊服務 | 0.58% | +0.46% | +424.48% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.57% | — | -13.33% | |
| 46 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.56% | — | +25.48% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.55% | — | — | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | -13.45% | |
| 49 | SPG | Simon Property Group INC | 股票-房地產 | 0.50% | — | -25.41% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | +3.10% |
1–50 of 407
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 407 | US$40.7億 | 40 | |
| 2025-12-31 | 399 | US$36.8億 | 27 | |
| 2025-09-30 | 402 | US$35.8億 | 87 | |
| 2025-06-30 | 377 | US$34.3億 | 0 | |
| 2025-03-31 | 141 | US$18.3億 | 100 | |
| 2024-12-31 | 144 | US$21.4億 | 0 | |
| 2024-09-30 | 122 | US$15.3億 | 0 | |
| 2024-06-30 | 127 | US$14.2億 | 0 | |
| 2024-03-31 | 135 | US$15.2億 | 0 | |
| 2023-12-31 | 142 | US$13.9億 | 0 | |
| 2023-09-30 | 137 | US$11.5億 | 0 | |
| 2023-06-30 | 147 | US$13.2億 | 0 | |
| 2023-03-31 | 142 | US$11.6億 | 0 | |
| 2022-12-31 | 131 | US$10.5億 | 0 | |
| 2022-09-30 | 129 | US$9.1億 | 0 | |
| 2022-06-30 | 122 | US$10.9億 | 0 | |
| 2022-03-31 | 126 | US$14.6億 | 0 | |
| 2021-12-31 | 156 | US$15.1億 | 0 | |
| 2021-09-30 | 150 | US$13.5億 | 0 | |
| 2021-06-30 | 156 | US$15.1億 | 77 | |
| 2021-03-31 | 89 | US$7.1億 | 0 |
本季持股變動
CSM Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Valero Energy CORP (VLO); 新建倉: Arm Holdings Plc-adr (ARM); 新建倉: Mercadolibre INC (MELI); 清倉: Aes CORP (AES); 新建倉: General Electric (GE).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +2% | +237.27% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.9% | +221.18% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.1% | +189.28% | 加碼 |
| 4 | AMZN | Amazon.com INC | +1% | +245.79% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.9% | +127.03% | 加碼 |
| 6 | AVGO | Broadcom INC | +0.7% | +194.70% | 加碼 |
| 7 | TSLA | Tesla INC | +0.7% | +455.07% | 加碼 |
| 8 | NEE | Nextera Energy INC | +0.6% | +6513.42% | 加碼 |
| 9 | KLAC | Kla CORP | +0.5% | +384.19% | 加碼 |
| 10 | NFLX | Netflix INC | +0.5% | +424.48% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +282.48% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.3% | +280.56% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.3% | +121.39% | 加碼 |
| 14 | AMD | Advanced Micro Devices | +0.3% | +398.92% | 加碼 |
| 15 | MA | Mastercard INC - A | +0.3% | +284.10% | 加碼 |
| 16 | WMT | Walmart INC | +0.2% | +381.41% | 加碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +366.79% | 加碼 |
| 18 | NTCT | Netscout Systems INC | +0.2% | +89.57% | 加碼 |
| 19 | GEV | GE Vernova INC | +0.2% | +194.90% | 加碼 |
| 20 | MU | Micron Technology INC | +0.2% | +22.33% | 加碼 |
| 21 | TEX | Terex CORP | +0.2% | +84.85% | 加碼 |
| 22 | VZ | Verizon Communications INC | +0.1% | +5.23% | 加碼 |
| 23 | CAT | Caterpillar INC | +0.1% | -3.05% | 減碼 |
| 24 | APTV | Aptiv PLC | -0.2% | -26.84% | 減碼 |
| 25 | URI | United Rentals INC | -0.2% | -17.67% | 減碼 |
| 26 | NUE | Nucor CORP | -0.3% | -31.77% | 減碼 |
| 27 | DAL | Delta Air Lines INC | -0.3% | -13.32% | 減碼 |
| 28 | C | Citigroup INC | -0.3% | -13.47% | 減碼 |
| 29 | LNC | Lincoln National CORP | -0.3% | -29.50% | 減碼 |
| 30 | LOW | Lowe's Cos INC | -0.3% | -41.93% | 減碼 |
| 31 | META | Meta Platforms Inc-class A | -0.4% | -65.95% | 減碼 |
| 32 | IBM | Intl Business Machines CORP | -0.4% | -13.46% | 減碼 |
| 33 | JPM | Jpmorgan Chase & Co | -0.4% | -12.51% | 減碼 |
| 34 | QCOM | Qualcomm INC | -0.4% | -12.40% | 減碼 |
| 35 | SYF | Synchrony Financial | -0.4% | -13.77% | 減碼 |
| 36 | HIG | Hartford Insurance Group INC | -0.4% | -20.36% | 減碼 |
| 37 | VUG | Vanguard Growth ETF | -0.5% | +0.34% | 加碼 |
| 38 | TMUS | T-mobile US INC | -0.6% | -98.42% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.8% | -34.09% | 減碼 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -1% | -20.49% | 減碼 |
| 41 | IWM | Ishares Russell 2000 ETF | -1.5% | -98.62% | 減碼 |
| 42 | VLO | Valero Energy CORP | — | NEW | 新建倉 |
| 43 | ARM | Arm Holdings Plc-adr | — | NEW | 新建倉 |
| 44 | MELI | Mercadolibre INC | — | NEW | 新建倉 |
| 45 | AES | Aes CORP | — | EXIT | 清倉 |
| 46 | GE | General Electric | — | NEW | 新建倉 |
| 47 | GDX | Vaneck Gold Miners ETF | — | EXIT | 清倉 |
| 48 | LRCX | Lam Research CORP | — | NEW | 新建倉 |
| 49 | ZEUS | Olympic Steel INC | — | EXIT | 清倉 |
| 50 | VPG | Vishay Precision Group | — | EXIT | 清倉 |
FAQ
CSM Advisors, LLC 是什麼機構？屬於哪種投資人類型？
CSM Advisors, 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$40.7億，分佈在 407 個已申報部位之中。
CSM Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，CSM Advisors, LLC 按市值排列的前幾大持股為：
1. Nvidia CORP (NVDA) — US$1.2億 (3.0%)
2. Apple INC (AAPL) — US$1.2億 (3.0%)
3. Microsoft CORP (MSFT) — US$8881.6萬 (2.2%)
4. Invesco Qqq Trust Series 1 (QQQ) — US$8837.3萬 (2.2%)
5. Vanguard Growth ETF (VUG) — US$8831.0萬 (2.2%)
CSM Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，CSM Advisors, LLC 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 23 個既有持股、減碼 18 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Valero Energy CORP (VLO); 新建倉: Arm Holdings Plc-adr (ARM); 新建倉: Mercadolibre INC (MELI); 清倉: Aes CORP (AES); 新建倉: General Electric (GE)
CSM Advisors, 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，CSM Advisors, LLC 的主要板塊分佈如下：
• Information Technology: 26.4%
• Financials: 16.5%
• Industrials: 10.7%
• Health Care: 9.2%
• Consumer Discretionary: 8.3%
• Communication Services: 8.1%
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