13FBOX
MPWM ADVISORY SOLUTIONS, LLC · 13F 持仓分析
期权收益计算器 机构排行

MPWM ADVISORY SOLUTIONS, LLC

No.6739 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.24亿
环比变动 Q1 2026
+$3,563.8万+18.9%
持仓股票数
571
新买入
32
加仓
117
减仓
96
清仓
38
持股不变
326
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Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
16.27%17.11%$3,651.0万4.9万股$3,229.0万5.0万股-761股-1.53%减仓
SSPDR道富系列信托SPTM
9.06%8.74%$2,031.9万22.4万股$1,649.1万20.9万股+1.5万股+7.29%加仓
I景顺QQQ信托VOO
4.85%4.61%$1,088.3万1.5万股$870.4万1.5万股-302股-2.00%减仓
SSPDR道富系列信托SPTL
4.19%4.84%$941.2万35.9万股$913.0万34.7万股+1.2万股+3.36%加仓
IiShares安硕·RUSSELLIWM
3.31%3.09%$742.0万2.5万股$582.6万2.3万股+1,205股+5.13%加仓
微软MSFT
2.97%0.33%$666.9万1.8万股$61.7万1,667股+1.6万股+972.59%加仓
F第一信托交易所交易基金VIBUFQ
2.78%2.73%$623.1万15.9万股$514.8万14.6万股+1.3万股+8.86%加仓
VVanEck·CLO ETFCLOI
2.45%2.77%$549.1万10.4万股$523.1万9.9万股+4,439股+4.47%加仓
I景顺·NASDAQ 100 ETFQQQM
2.38%2.09%$534.9万1.8万股$394.0万1.7万股+1,075股+6.48%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
2.02%2.09%$452.2万5.5万股$394.4万5.6万股-434股-0.78%减仓
S道富XLI
1.98%1.8%$444.7万2.4万股$340.1万2.1万股+2,977股+14.16%加仓
SSPDR道富系列信托SPYG
1.93%1.99%$433.4万3.6万股$375.6万3.8万股-1,939股-5.05%减仓
I景顺交易所交易基金IISPMO
1.85%1.86%$415.7万2.6万股$351.0万3.1万股-5,575股-17.81%减仓
F第一信托交易所交易基金SDVY
1.69%1.85%$378.4万8.8万股$348.5万8.8万股-674股-0.76%减仓
VVICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETFCDL
1.67%1.97%$375.4万4.8万股$371.4万5.0万股-1,443股-2.90%减仓
FFUNDSTRAT GRANNYGRNY
1.66%1.58%$371.6万13.4万股$297.4万12.5万股+9,813股+7.88%加仓
IiShares安硕·S&PIVE
1.33%1.37%$299.1万1.3万股$258.0万1.2万股+954股+7.81%加仓
IiShares安硕·MSCI INDIA ETFINDA
1.31%1.44%$294.2万6.0万股$271.4万5.8万股+1,626股+2.81%加仓
F第一信托·USTCIBR
1.3%0.98%$291.4万3.2万股$185.0万3.0万股+2,929股+9.93%加仓
英伟达NVDA
1.25%1.29%$280.5万1.4万股$244.1万1.4万股+18股+0.13%加仓
苹果AAPL
1.22%1.28%$273.5万9,452股$240.7万9,484股-32股-0.34%减仓
I景顺·S&PIDMO
1.2%1.15%$268.4万4.5万股$216.4万3.9万股+5,064股+12.83%加仓
IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH
0.98%1.06%$219.0万4.3万股$200.6万4.0万股+3,638股+9.18%加仓
VVANECK MERK GOLD TRUSTOUNZ
0.86%0.68%$193.7万5.0万股$128.2万2.8万股+2.2万股+76.43%加仓
I景顺·TOTAL RETURN BOND ETFGTO
0.85%0.87%$190.0万4.1万股$165.1万3.5万股+5,299股+15.03%加仓
亚马逊AMZN
0.8%0.68%$179.8万7,545股$127.6万6,129股+1,416股+23.10%加仓
SSSGA ACTIVE ETF TRWIP
0.76%0.73%$171.3万4.3万股$138.1万3.5万股+8,635股+24.84%加仓
PPIMCO太平洋投资管理ETFMINT
0.75%0.93%$169.0万1.7万股$175.6万1.7万股-705股-4.04%减仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.71%0.73%$158.8万5,805股$137.9万5,834股-29股-0.50%减仓
IiShares安硕信托EMB
0.68%0.73%$153.3万1.6万股$137.8万1.5万股+1,232股+8.40%加仓
AAlphabet Inc Class CGOOG
0.57%0.56%$127.4万3,607股$105.6万3,682股-75股-2.04%减仓
BLACKROCK ENHANCED LARGE CAP C COMCII
0.53%0.39%$118.5万4.5万股$73.8万3.5万股+1.0万股+29.06%加仓
V先锋领航·MIDVO
0.5%0.59%$113.2万1.4万股$110.6万3,851股+1.0万股+264.76%加仓
PPGIM ULTRAPULS
0.5%0.69%$112.2万2.3万股$129.7万2.6万股-3,569股-13.62%减仓
DDimensional维度ETF信托DFIV
0.5%0.58%$111.7万2.1万股$108.6万2.1万股+86股+0.42%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.49%0.58%$109.0万4.5万股$110.3万4.5万股-305股-0.67%减仓
贝莱德·MUNIASSETS FD INCMUA
0.48%0.57%$106.9万9.7万股$108.2万10.2万股-4,963股-4.86%减仓
G通用动力VTI
0.47%0.49%$105.8万2,860股$91.7万2,859股+1股+0.03%加仓
SSPDR行业精选信托XLK
0.47%0.24%$105.6万5,541股$45.2万3,399股+2,142股+63.02%加仓
TTCW ETF TRUSTXB
0.46%0.5%$102.7万2.6万股$93.5万2.4万股+2,364股+9.92%加仓
谷歌AGOOGL
0.45%0.42%$101.2万2,833股$79.2万2,754股+79股+2.87%加仓
AALPS ETF信托AMLP
0.45%0.54%$100.1万1.9万股$101.7万1.9万股-11股-0.06%减仓
F第一信托·EXCHANGE-TRADED ALPFTC
0.45%0.42%$100.1万5,165股$78.7万5,103股+62股+1.21%加仓
FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA
0.42%0.47%$93.8万9,692股$88.4万9,574股+118股+1.23%加仓
V先锋领航指数基金VOO
0.39%0.4%$87.5万1,275股$76.1万1,274股+1股+0.08%加仓
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
0.39%0.44%$87.0万4.9万股$83.5万4.8万股+1,196股+2.51%加仓
V先锋领航指数基金VB
0.36%0.38%$80.9万2,670股$72.2万2,757股-87股-3.16%减仓
IiShares安硕信托AGG
0.35%0.42%$79.0万7,981股$79.2万7,977股+4股+0.05%加仓
WEST PHARMACEUTICAL SVSCWST
0.33%0.28%$74.5万2,076股$52.0万2,076股00.00%持仓不变
VisaV
0.33%0.34%$73.7万2,147股$64.9万2,147股00.00%持仓不变

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