FSM Wealth Advisors, LLC 13F 持仓 · 2026年Q2
FSM Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 344 只证券，申报市值合计 9.39 亿美元。前几大持仓：JPIB（7.10%）、BOND（5.73%）、JAVA（4.66%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | $66.7M | 7.10% | 1.4M | 增持 |
| 2 | BOND | PIMCO ETF TR | $53.8M | 5.73% | 583,033 | 增持 |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $43.7M | 4.66% | 550,530 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $41.2M | 4.39% | 111,306 | 增持 |
| 5 | SCHF | SCHWAB STRATEGIC TR | $39.2M | 4.17% | 1.4M | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $38.4M | 4.09% | 642,882 | 增持 |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | $36.8M | 3.91% | 234,194 | 增持 |
| 8 | IJH | ISHARES TR | $30.1M | 3.21% | 390,586 | 增持 |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | $25.9M | 2.76% | 508,803 | 增持 |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | $25.2M | 2.69% | 237,335 | 增持 |
| 11 | SCHG | SCHWAB STRATEGIC TR | $23.8M | 2.54% | 703,560 | 增持 |
| 12 | IJR | ISHARES TR | $23.3M | 2.48% | 156,774 | 增持 |
| 13 | AAPL | APPLE INC | $22.6M | 2.40% | 77,956 | 增持 |
| 14 | TAFM | AB ACTIVE ETFS INC | $22.1M | 2.35% | 860,394 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $21.0M | 2.24% | 104,997 | 增持 |
| 16 | IGF | ISHARES TR | $20.9M | 2.22% | 313,477 | 增持 |
| 17 | REET | ISHARES TR | $20.2M | 2.15% | 731,797 | 增持 |
| 18 | SCZ | ISHARES TR | $19.7M | 2.10% | 239,967 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $12.6M | 1.34% | 33,780 | 增持 |
| 20 | GOOG | ALPHABET INC | $10.9M | 1.17% | 30,963 | 增持 |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $10.4M | 1.11% | 206,622 | 增持 |
| 22 | GOOGL | ALPHABET INC | $9.1M | 0.97% | 25,480 | 增持 |
| 23 | IVV | ISHARES TR | $8.4M | 0.89% | 11,220 | 增持 |
| 24 | AMZN | AMAZON COM INC | $7.6M | 0.81% | 32,026 | 增持 |
| 25 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $6.9M | 0.73% | 162,286 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR