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SPWM Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

SPWM Advisors LLC

No.9027 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.08亿
环比变动 Q1 2026
-$5,317.4万-32.9%
持仓股票数
90
新买入
5
加仓
25
减仓
53
清仓
8
持股不变
7
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
I景顺交易所交易基金信托PWV
14.89%7.97%$1,611.5万20.5万股$1,286.2万17.6万股+2.9万股+16.25%加仓
F富达·MERRIMACK STR TRFBND
10.91%7.08%$1,180.6万26.1万股$1,142.7万25.1万股+9,602股+3.82%加仓
AAvantis·U SAVUV
10.24%6.61%$1,108.2万8.8万股$1,067.0万9.0万股-1,790股-1.98%减仓
DDimensional维度ETF信托DFEV
10.14%6.96%$1,097.8万27.5万股$1,124.1万27.2万股+2,204股+0.81%加仓
英伟达NVDA
2.75%1.9%$297.2万1.5万股$306.2万1.4万股+786股+5.67%加仓
亚马逊AMZN
2.62%2.17%$283.4万1.1万股$349.8万1.3万股-1,699股-12.91%减仓
微软MSFT
2.45%2.03%$265.4万6,738股$328.3万8,050股-1,312股-16.30%减仓
应用材料AMAT
2.15%1.65%$232.4万4,387股$266.7万6,186股-1,799股-29.08%减仓
Meta平台META
1.8%1.41%$195.1万3,021股$227.6万3,774股-753股-19.95%减仓
谷歌AGOOGL
1.72%1.61%$185.7万5,356股$259.4万6,696股-1,340股-20.01%减仓
嘉信理财SCHW
1.6%1.2%$173.4万1.7万股$192.9万2.1万股-4,325股-20.22%减仓
苹果AAPL
1.41%0.76%$153.0万4,584股$123.3万4,181股+403股+9.64%加仓
SSPROTT FDS TRSLVR
1.38%1.24%$149.8万3.2万股$200.3万2.8万股+3,652股+12.96%加仓
BOOKING COMBKNG
1.37%28.87%$148.7万8,184股$4,660.9万1.1万股-2,887股-26.08%减仓
VisaV
1.28%0.99%$138.3万3,858股$159.9万4,898股-1,040股-21.23%减仓
伯克希尔哈撒韦BRK.B
1.2%1.03%$130.4万2,656股$165.5万3,412股-756股-22.16%减仓
台积电TSM
1.17%1.09%$126.7万3,179股$175.6万4,419股-1,240股-28.06%减仓
PHILIP MORRIS INTLPM
1.13%1.07%$122.6万6,352股$172.0万9,199股-2,847股-30.95%减仓
摩根大通JPM
1.07%0.76%$115.3万3,381股$122.4万4,015股-634股-15.79%减仓
AAlphabet Inc Class CGOOG
1%0.97%$107.9万3,118股$156.1万4,067股-949股-23.33%减仓
Elevance健康ELV
0.87%0.81%$94.2万2,525股$131.1万3,332股-807股-24.22%减仓
IQVIAIQV
0.86%0.66%$92.6万4,491股$105.8万6,042股-1,551股-25.67%减仓
埃克森美孚XOM
0.8%0.63%$86.5万5,870股$102.2万6,786股-916股-13.50%减仓
IiShares安硕·RUSSELLIWF
0.79%1.89%$85.4万7,151股$304.3万7,144股+7股+0.10%加仓
POLARISPII
0.76%0.45%$82.8万1.1万股$73.2万1.1万股+4股+0.04%加仓
INTERCONTINENTAL EXCHANGE COMICE
0.76%0.31%$82.5万5,909股$50.1万3,215股+2,694股+83.79%加仓
WELLS FARGO NEWWFC
0.72%0.52%$77.9万8,904股$83.3万1.1万股-2,171股-19.60%减仓
BBECTON DICKINSON & COMBDX
0.7%0.46%$76.2万4,820股$73.9万5,012股-192股-3.83%减仓
美敦力MDT
0.66%0.4%$71.5万8,588股$64.7万8,419股+169股+2.01%加仓
通用动力GD
0.63%0.5%$68.0万1,845股$80.1万2,313股-468股-20.23%减仓
Q高通QCOM
0.61%0.44%$65.5万3,813股$70.4万5,455股-1,642股-30.10%减仓
V先锋领航指数基金VOO
0.59%0.39%$63.6万930股$63.0万928股+2股+0.22%加仓
康菲石油COP
0.59%0.51%$63.4万5,530股$82.7万7,014股-1,484股-21.16%减仓
ANALOG DEVICES COMADI
0.57%0.53%$61.2万1,630股$85.1万2,029股-399股-19.66%减仓
万事达MA
0.56%0.45%$60.9万1,120股$72.0万1,440股-320股-22.22%减仓
B纽约梅隆银行BK
0.54%0.39%$58.7万3,736股$62.3万4,670股-934股-20.00%减仓
V先锋领航指数基金VTV
0.53%0.34%$57.7万2,649股$55.0万2,636股+13股+0.49%加仓
O宏盟集团OMC
0.51%0.41%$55.5万6,788股$66.2万8,701股-1,913股-21.99%减仓
特斯拉TSLA
0.5%0.35%$54.0万1,419股$57.3万1,321股+98股+7.42%加仓
雷神技术RTX
0.49%0.33%$53.2万2,749股$52.9万2,960股-211股-7.13%减仓
UUNILEVER SPON ADR NEWUL
0.49%0.4%$52.9万8,483股$64.5万1.1万股-2,659股-23.86%减仓
迪士尼DIS
0.48%0.48%$51.7万5,294股$77.1万7,264股-1,970股-27.12%减仓
标普全球SPGI
0.48%$51.6万1,145股$00股+1,145股新买入
GALLAGHER ARTHUR J & COMAJG
0.47%$51.3万2,021股$00股+2,021股新买入
NETFLIXNFLX
0.47%$50.9万7,383股$00股+7,383股新买入
ROYAL GOLD COMRGLD
0.45%0.39%$48.8万2,577股$63.2万2,577股00.00%持仓不变
AIRBNB COM CL AABNB
0.45%0.35%$48.7万3,339股$57.3万4,226股-887股-20.99%减仓
空气化工APD
0.44%0.38%$47.7万1,614股$62.1万2,046股-432股-21.11%减仓
COMCAST NEW CL ACMCSA
0.43%0.41%$46.9万2.0万股$66.0万2.7万股-6,810股-25.67%减仓
诺华NVS
0.42%0.36%$45.3万2,948股$57.3万3,869股-921股-23.80%减仓

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