SPWM Advisors LLC 13F 持仓 · 2026年Q2
SPWM Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 1.08 亿美元。前几大持仓：PWV（14.89%）、FBND（10.91%）、AVUV（10.24%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PWV | INVESCO EXCHANGE TRADED FD T | $16.1M | 14.89% | 204,744 | 增持 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $11.8M | 10.91% | 260,686 | 增持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $11.1M | 10.24% | 88,407 | 减持 |
| 4 | DFEV | DIMENSIONAL ETF TRUST | $11.0M | 10.14% | 274,653 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $3.0M | 2.75% | 14,653 | 增持 |
| 6 | AMZN | AMAZON COM INC | $2.8M | 2.62% | 11,462 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $2.7M | 2.45% | 6,738 | 减持 |
| 8 | AMAT | APPLIED MATLS INC | $2.3M | 2.15% | 4,387 | 减持 |
| 9 | META | META PLATFORMS INC | $2.0M | 1.80% | 3,021 | 减持 |
| 10 | GOOGL | ALPHABET INC | $1.9M | 1.72% | 5,356 | 减持 |
| 11 | SCHW | SCHWAB CHARLES CORP | $1.7M | 1.60% | 17,069 | 减持 |
| 12 | AAPL | APPLE INC | $1.5M | 1.41% | 4,584 | 增持 |
| 13 | SLVR | SPROTT FDS TR | $1.5M | 1.38% | 31,823 | 增持 |
| 14 | BKNG | BOOKING HOLDINGS INC | $1.5M | 1.37% | 8,184 | 减持 |
| 15 | V | VISA INC | $1.4M | 1.28% | 3,858 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 1.20% | 2,656 | 减持 |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.3M | 1.17% | 3,179 | 减持 |
| 18 | PM | PHILIP MORRIS INTL INC | $1.2M | 1.13% | 6,352 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.07% | 3,381 | 减持 |
| 20 | GOOG | ALPHABET INC | $1.1M | 1.00% | 3,118 | 减持 |
| 21 | ELV | ELEVANCE HEALTH INC FORMERLY | $941,986 | 0.87% | 2,525 | 减持 |
| 22 | IQV | IQVIA HLDGS INC | $926,314 | 0.86% | 4,491 | 减持 |
| 23 | XOM | EXXON MOBIL CORP | $864,998 | 0.80% | 5,870 | 减持 |
| 24 | IWF | ISHARES TR | $853,630 | 0.79% | 7,151 | 增持 |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $825,129 | 0.76% | 5,909 | 增持 |
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