Nwm Advisors, LLC 13F 持仓 · 2026年Q2
Nwm Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 1.27 亿美元。前几大持仓：VOO（29.20%）、IVOO（12.48%）、BRKB（8.31%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 7 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $37.1M | 29.20% | 53,991 | 减持 |
| 2 | IVOO | VANGUARD ADMIRAL FDS INC | $15.8M | 12.48% | 121,546 | 增持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.6M | 8.31% | 21,092 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $7.8M | 6.16% | 97,027 | 增持 |
| 5 | SCHA | SCHWAB STRATEGIC TR | $7.5M | 5.91% | 207,566 | 增持 |
| 6 | QTEC | FIRST TR EXCHANGE-TRADED FD | $6.5M | 5.14% | 19,513 | 减持 |
| 7 | AAPL | APPLE INC | $5.3M | 4.16% | 18,247 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $5.0M | 3.93% | 15,260 | 增持 |
| 9 | V | VISA INC | $4.7M | 3.73% | 13,821 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $4.5M | 3.56% | 22,606 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $3.9M | 3.11% | 10,588 | 增持 |
| 12 | VGT | VANGUARD WORLD FD | $3.7M | 2.93% | 31,150 | 增持 |
| 13 | ALAI | THE ALGER ETF TRUST | $3.6M | 2.85% | 79,266 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 2.10% | 3,578 | 减持 |
| 15 | VCRM | VANGUARD MUN BD FDS | $2.3M | 1.84% | 30,615 | 增持 |
| 16 | UPS | UNITED PARCEL SVCS INC | $1.7M | 1.33% | 15,718 | 持平 |
| 17 | INVN | THE ALGER ETF TRUST | $1.7M | 1.31% | 77,907 | 减持 |
| 18 | FDL | FIRST TR EXCHANGE-TRADED FD | $893,446 | 0.70% | 18,361 | 增持 |
| 19 | CAT | CATERPILLAR INC | $427,025 | 0.34% | 401 | 持平 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $306,834 | 0.24% | 328 | 减持 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $302,203 | 0.24% | 396 | 新建仓 |
| 22 | XLE | SELECT SECTOR SPDR TR | $268,737 | 0.21% | 5,060 | 持平 |
| 23 | NOBL | PROSHARES TR | $243,959 | 0.19% | 4,344 | 增持 |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | 清仓 |
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