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GWM Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GWM Advisors LLC

报告期 2026-03-31 · CIK 0001633516

持仓数

1,217

前50大市值合计

$1.36B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$113.4M

433,978

8.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$104.2M

432,004

7.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$65.8M

810,598

4.8%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$63.1M

3,343,664

4.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$54.3M

2,074,082

4.0%

CSCO CISCO SYS INC

COM

$38.4M

1,998,166

2.8%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$34.9M

474,198

2.6%

EMR EMERSON ELEC CO

COM

$34.5M

159,824

2.5%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$32.7M

3,057,970

2.4%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$30.3M

537,138

2.2%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$30.2M

2,447,558

2.2%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$28.6M

607,474

2.1%

FPEI FIRST TR EXCH TRADED FD III

INSTL PFD SECS

$27.3M

793,314

2.0%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$26.2M

1,079,097

1.9%

GOVT ISHARES TR

US TREAS BD ETF

$24.7M

1,841,277

1.8%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$24.2M

163,345

1.8%

SYFI AB ACTIVE ETFS INC

SHORT DURATION H

$24.1M

264,402

1.8%

FNY FIRST TR EXCHANGE-TRADED ALP

MID CP GR ALPH

$24.0M

24,217

1.8%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$23.7M

692,162

1.7%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$23.7M

23,699

1.7%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$22.9M

118,261

1.7%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$22.8M

448,328

1.7%

DBND DOUBLELINE ETF TRUST

OPPORTUNISTIC CO

$22.2M

204,611

1.6%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$22.1M

52,400

1.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$21.8M

314,566

1.6%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$21.3M

342,650

1.6%

VO VANGUARD INDEX FDS

MID CAP ETF

$21.2M

242,448

1.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$20.3M

1,157,890

1.5%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$20.1M

64,019

1.5%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$19.8M

220,215

1.5%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$19.7M

172,193

1.4%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$19.1M

154,951

1.4%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$18.8M

97,297

1.4%

FV FIRST TR EXCHANGE TRADED FD

DORSEY WRT 5 ETF

$18.2M

252,798

1.3%

IBM INTERNATIONAL BUSINESS MACHS

COM

$18.1M

121,998

1.3%

IDEF BLACKROCK ETF TRUST

ISHARES DEFENSE

$17.9M

640,776

1.3%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$17.2M

921,641

1.3%

BLCR BLACKROCK ETF TRUST

ISHARES LARGE CA

$17.0M

579,998

1.2%

FDNI FIRST TR EXCHANGE-TRADED FD

DJ INTL INTRNT

$16.7M

64,786

1.2%

SFLO VICTORY PORTFOLIOS II

VICTORYSHARES SM

$16.1M

55,318

1.2%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$15.5M

389,160

1.1%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$15.5M

185,650

1.1%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$15.3M

760,749

1.1%

IFV FIRST TR EXCHANGE TRADED FD

DORSEY WRIGHT

$14.0M

236,221

1.0%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$13.8M

116,811

1.0%

FSCS FIRST TR EXCHANGE TRADED FD

SMID CAPITAL STR

$13.7M

27,020

1.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$13.7M

490,058

1.0%

MISL FIRST TR EXCHANGE-TRADED FD

INDXX AEROSPACE

$13.4M

109,861

1.0%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$13.3M

2,611,177

1.0%

USMC PRINCIPAL EXCHANGE TRADED FD

US MEGA CP ETF

$13.0M

100,514

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

SPY8.3%VOO7.6%VTV4.8%DYNF4.6%SPYM4.0%CSCO2.8%