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

FSM Wealth Advisors, LLC

No.2895 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.39亿
环比变动 Q1 2026
+$1.61亿+20.6%
持仓股票数
344
新买入
41
加仓
199
减仓
84
清仓
13
持股不变
20
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
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
7.1%7.16%$6,668.1万137.9万股$5,570.5万116.5万股+21.4万股+18.39%加仓
PPimco Active Bond ETFBOND
5.73%6.38%$5,376.1万58.3万股$4,964.1万53.8万股+4.5万股+8.38%加仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
4.66%4.84%$4,371.8万55.1万股$3,766.1万52.5万股+2.6万股+4.88%加仓
G通用动力VTI
4.39%4.28%$4,118.8万11.1万股$3,329.4万10.4万股+7,524股+7.25%加仓
S嘉信策略信托SCHF
4.17%4.02%$3,915.5万141.4万股$3,128.6万126.4万股+14.9万股+11.83%加仓
V先锋领航·FSTEVWO
4.09%4.16%$3,837.4万64.3万股$3,239.0万59.9万股+4.4万股+7.28%加仓
V先锋领航国际股票指数基金VT
3.91%3.96%$3,675.7万23.4万股$3,080.5万22.3万股+1.1万股+5.16%加仓
IiShares安硕·COREIJH
3.21%3.16%$3,011.8万39.1万股$2,456.4万36.4万股+2.7万股+7.38%加仓
J摩根大通交易所交易基金JMST
2.76%3.13%$2,594.9万50.9万股$2,432.4万47.7万股+3.2万股+6.64%加仓
V先锋领航斯科茨代尔基金VONV
2.69%2.84%$2,523.1万23.7万股$2,206.9万23.5万股+1,905股+0.81%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.54%2.37%$2,380.8万70.4万股$1,843.6万63.3万股+7.1万股+11.17%加仓
IiShares安硕·COREIJR
2.48%2.44%$2,325.1万15.7万股$1,896.4万15.3万股+4,223股+2.77%加仓
苹果AAPL
2.4%2.35%$2,255.7万7.8万股$1,827.7万7.2万股+5,940股+8.25%加仓
AAB ACTIVE ETFSTAFM
2.35%1.73%$2,209.5万86.0万股$1,344.8万53.2万股+32.9万股+61.83%加仓
英伟达NVDA
2.24%1.81%$2,100.9万10.5万股$1,407.5万9.6万股+9,031股+9.41%加仓
IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF
2.22%2.45%$2,087.8万31.3万股$1,904.8万28.4万股+2.9万股+10.26%加仓
IiShares安硕信托REET
2.15%2.11%$2,021.2万73.2万股$1,640.8万65.2万股+7.9万股+12.17%加仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
2.1%2.31%$1,974.2万24.0万股$1,797.4万22.9万股+1.1万股+4.68%加仓
微软MSFT
1.34%1.39%$1,260.0万3.4万股$1,082.0万2.9万股+4,550股+15.57%加仓
AAlphabet Inc Class CGOOG
1.17%1.09%$1,094.0万3.1万股$851.5万3.0万股+1,281股+4.32%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.11%1.33%$1,044.9万20.7万股$1,034.1万20.4万股+2,295股+1.12%加仓
谷歌AGOOGL
0.97%0.87%$910.6万2.5万股$674.0万2.3万股+2,042股+8.71%加仓
IiShares安硕信托IVV
0.89%0.47%$840.3万1.1万股$363.6万5,566股+5,654股+101.58%加仓
亚马逊AMZN
0.81%0.73%$763.3万3.2万股$566.3万2.7万股+4,837股+17.79%加仓
C资本集团成长ETFCGGR
0.73%0.7%$687.0万16.2万股$545.4万16.3万股-1,147股-0.70%减仓
PROGRESSIVEPGR
0.72%0.81%$678.9万3.1万股$630.1万3.2万股-707股-2.22%减仓
SSPDR标普500 ETFSPY
0.68%0.59%$642.9万8,609股$460.2万7,077股+1,532股+21.65%加仓
I景顺交易所交易基金信托RSP
0.68%0.72%$642.1万3.0万股$561.7万2.9万股+911股+3.11%加仓
埃克森美孚XOM
0.67%0.94%$627.1万4.6万股$729.5万4.3万股+2,873股+6.68%加仓
I景顺QQQ信托VOO
0.62%0.41%$578.8万7,860股$318.1万5,511股+2,349股+42.62%加仓
特斯拉TSLA
0.59%0.51%$557.9万1.3万股$393.1万1.1万股+2,689股+25.43%加仓
博通AVGO
0.59%0.53%$557.1万1.5万股$415.1万1.3万股+1,337股+9.97%加仓
V先锋领航指数基金VUG
0.59%0.62%$557.1万6.5万股$485.3万1.1万股+5.4万股+482.16%加仓
摩根大通JPM
0.54%0.56%$510.4万1.6万股$433.5万1.5万股+854股+5.79%加仓
伯克希尔哈撒韦BRK.B
0.48%0.56%$446.6万8,925股$432.7万9,029股-104股-1.15%减仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.46%0.63%$435.2万8.9万股$491.1万9.7万股-7,236股-7.49%减仓
PPIMCO太平洋投资管理ETFMINT
0.4%0.48%$378.0万3.7万股$377.1万3.8万股-6股-0.02%减仓
GE航空GE
0.39%0.37%$367.2万9,825股$286.8万1.0万股-283股-2.80%减仓
IiShares安硕信托ITA
0.37%0.42%$350.9万1.4万股$325.5万1.5万股-406股-2.73%减仓
FFIRST TRUST MID CAP COREALPHADEX FUNDFNX
0.35%0.38%$326.0万2.2万股$299.1万2.3万股-1,048股-4.49%减仓
应用材料AMAT
0.34%0.15%$323.2万4,470股$114.4万3,347股+1,123股+33.55%加仓
宣伟SHW
0.33%0.38%$313.6万9,108股$299.2万9,334股-226股-2.42%减仓
美光科技MU
0.33%0.11%$305.2万2,644股$83.3万2,465股+179股+7.26%加仓
GE VernovaGEV
0.32%0.31%$301.2万2,563股$244.8万2,805股-242股-8.63%减仓
强生JNJ
0.31%0.34%$295.4万1.2万股$265.6万1.1万股+765股+7.04%加仓
V先锋领航指数基金VOO
0.31%0.33%$293.2万4,269股$254.9万4,266股+3股+0.07%加仓
台积电TSM
0.31%0.26%$287.3万6,017股$202.9万6,003股+14股+0.23%加仓
SSPDR道富系列信托BIL
0.29%0.37%$274.0万3.0万股$290.7万3.2万股-1,827股-5.76%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.29%0.31%$270.4万5,177股$239.6万5,173股+4股+0.08%加仓
Meta平台META
0.28%0.32%$262.7万4,663股$251.8万4,400股+263股+5.98%加仓

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