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NWAM LLC · 13F 持仓分析
期权收益计算器 机构排行

NWAM LLC

No.1751 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.01亿
环比变动 Q1 2026
+$2.63亿+15.1%
持仓股票数
684
新买入
92
加仓
357
减仓
210
清仓
29
持股不变
25
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
微软MSFT
4.42%4.89%$8,840.4万23.7万股$8,497.5万23.0万股+7,440股+3.24%加仓
苹果AAPL
3.97%3.74%$7,936.6万27.4万股$6,490.9万25.6万股+1.9万股+7.24%加仓
英伟达NVDA
2.41%2.41%$4,818.4万24.1万股$4,184.7万24.0万股+865股+0.36%加仓
I景顺QQQ信托VOO
2.3%1.98%$4,610.9万6.3万股$3,433.6万5.9万股+3,126股+5.25%加仓
V先锋领航指数基金VUG
2.22%2.19%$4,442.6万51.6万股$3,801.1万8.7万股+42.9万股+492.66%加仓
V先锋领航指数基金VTV
1.97%2%$3,938.4万18.1万股$3,475.6万17.7万股+3,573股+2.02%加仓
博通AVGO
1.91%1.75%$3,813.8万10.1万股$3,034.6万9.8万股+2,916股+2.97%加仓
亚马逊AMZN
1.61%1.71%$3,211.6万13.5万股$2,964.8万14.2万股-7,604股-5.34%减仓
IiShares安硕信托ITOT
1.56%1.54%$3,120.7万19.0万股$2,668.4万18.7万股+2,622股+1.40%加仓
IiShares安硕·RUSSELLIWF
1.53%1.47%$3,063.6万24.7万股$2,557.9万6.0万股+18.7万股+311.29%加仓
AAlphabet Inc Class CGOOG
1.25%1%$2,509.5万7.1万股$1,736.2万6.1万股+1.1万股+17.35%加仓
IiShares安硕信托IVV
1.15%1.19%$2,294.1万3.1万股$2,075.7万3.2万股-1,143股-3.60%减仓
特斯拉TSLA
1.04%1.09%$2,082.5万5.0万股$1,900.8万5.1万股-1,620股-3.17%减仓
伯克希尔哈撒韦BRK.B
1.04%1.17%$2,082.1万4.2万股$2,033.6万4.2万股-828股-1.95%减仓
好市多COST
0.99%1.2%$1,978.6万2.1万股$2,082.2万2.1万股+254股+1.22%加仓
谷歌AGOOGL
0.95%0.81%$1,892.4万5.3万股$1,412.7万4.9万股+3,826股+7.79%加仓
礼来LLY
0.94%0.77%$1,874.9万1.6万股$1,337.2万1.5万股+1,093股+7.52%加仓
V先锋领航债券指数基金BSV
0.87%1.08%$1,743.1万22.4万股$1,878.1万24.0万股-1.6万股-6.60%减仓
AAvantis·U SAVUV
0.86%0.85%$1,715.1万13.7万股$1,479.6万13.4万股+3,536股+2.64%加仓
DDimensional维度ETF信托DFAC
0.82%0.79%$1,630.9万36.8万股$1,373.8万35.4万股+1.4万股+3.99%加仓
V先锋领航·FTSEVEA
0.82%0.88%$1,630.6万22.9万股$1,522.7万23.8万股-8,771股-3.69%减仓
SSPDR标普500 ETFSPY
0.79%0.71%$1,589.2万2.1万股$1,233.8万1.9万股+2,310股+12.18%加仓
V先锋领航·TOTALBND
0.78%0.88%$1,563.5万21.3万股$1,522.2万20.7万股+6,280股+3.04%加仓
IiShares安硕信托AGG
0.77%0.71%$1,542.1万15.6万股$1,233.7万12.4万股+3.2万股+25.37%加仓
V先锋领航债券指数基金BIV
0.73%0.69%$1,462.3万19.1万股$1,202.4万15.6万股+3.5万股+22.37%加仓
VanEck ETF信托SMH
0.7%0.55%$1,410.2万2.2万股$961.7万2.5万股-3,584股-14.29%减仓
V先锋领航白厅基金VYM
0.68%0.75%$1,354.9万8.6万股$1,300.2万8.8万股-2,055股-2.34%减仓
G通用动力VTI
0.65%0.58%$1,296.1万3.5万股$1,015.9万3.2万股+3,360股+10.61%加仓
SSPDR黄金信托GLD
0.64%0.87%$1,272.6万3.5万股$1,519.6万3.5万股-770股-2.18%减仓
台积电TSM
0.64%0.51%$1,271.4万2.7万股$889.2万2.6万股+310股+1.18%加仓
IiShares安硕信托IWD
0.63%0.59%$1,258.4万5.2万股$1,026.4万4.8万股+3,870股+8.06%加仓
GE VernovaGEV
0.6%0.57%$1,208.2万1.0万股$991.5万1.1万股-1,076股-9.47%减仓
V先锋领航·TOTALBNDX
0.6%0.72%$1,199.9万24.8万股$1,249.1万26.0万股-1.2万股-4.69%减仓
V先锋领航指数基金VNQ
0.6%0.66%$1,190.8万12.3万股$1,140.9万12.9万股-5,136股-3.99%减仓
宝洁PG
0.57%0.59%$1,141.3万7.8万股$1,018.0万7.0万股+7,350股+10.43%加仓
SSPDR行业精选信托XLK
0.55%0.42%$1,102.3万5.8万股$736.2万5.5万股+2,465股+4.45%加仓
IiShares安硕·COREIJH
0.53%0.47%$1,068.8万13.9万股$812.8万12.0万股+1.8万股+15.16%加仓
V先锋领航指数基金VOO
0.53%0.53%$1,062.6万1.5万股$922.8万1.5万股+28股+0.18%加仓
V先锋领航指数基金VV
0.5%0.5%$1,006.7万2.9万股$866.9万2.9万股+265股+0.91%加仓
DDimensional维度ETF信托DFSU
0.49%0.49%$983.6万21.1万股$860.2万20.9万股+1,590股+0.76%加仓
A美国世纪ETF信托EFV
0.49%0.53%$973.3万12.6万股$925.1万12.4万股+2,089股+1.69%加仓
VVanEck ETF信托GDX
0.48%0.74%$959.9万12.7万股$1,288.9万14.0万股-1.3万股-9.41%减仓
EEA SERIES TRUSTBOXX
0.46%0.48%$926.8万7.9万股$834.3万7.2万股+7,410股+10.33%加仓
波音BA
0.46%0.61%$921.4万4.3万股$1,055.0万5.3万股-1.0万股-19.70%减仓
摩根大通JPM
0.46%0.36%$912.6万2.8万股$624.3万2.1万股+6,657股+31.37%加仓
V先锋领航STAR基金VXUS
0.45%0.45%$904.3万10.6万股$784.6万10.2万股+4,032股+3.96%加仓
VanEck ETF信托GDXJ
0.45%0.67%$899.8万9.2万股$1,170.7万9.8万股-5,939股-6.09%减仓
V先锋领航·MIDVO
0.44%0.42%$879.6万10.9万股$726.2万2.5万股+8.4万股+331.67%加仓
V先锋领航指数基金VB
0.44%0.4%$874.4万2.9万股$686.5万2.6万股+2,635股+10.05%加仓
罗克韦尔自动化ROK
0.43%0.13%$866.9万1.8万股$220.9万6,154股+1.1万股+184.53%加仓

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