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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 18增持 126减持 6

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$115.2M

1,320,578 +57%

增持

IVV ISHARES TR

+$79.2M

419,678 +49%

增持

MSFT MICROSOFT CORP

+$68.1M

485,282 +44%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

SPY SPDR S&P

+$67.4M

281,332 +82%

增持

VOO VANGUARD INDEX FDS

+$52.4M

307,313 +48%

增持

AGG ISHARES TR

+$50.6M

840,900 +113%

增持

VTV VANGUARD INDEX FDS

+$49.5M

503,797 +177%

增持

UNH UNITEDHEALTH GROUP

+$42.7M

113,900 +208%

增持

SPYG SPDR PORTFOLIO

+$38.7M

543,506 +4678%

增持

IWR ISHARES TR

+$33.8M

439,766 +1182%

增持

AMZN AMAZON COM

+$32.1M

24,623 +62%

增持

IJR ISHARES TR

+$27.8M

560,936 +68%

增持

QQQ INVESCO QQQ

+$27.6M

155,442 +63%

增持

HD HOME DEPOT INC

+$27.4M

191,867 +20%

增持

TSLA TESLA INC

+$26.0M

35,514 +140%

增持

VUG VANGUARD INDEX FDS

+$23.1M

139,370 +87%

增持

NVDA NVIDIA CORP

+$22.9M

155,441 +41%

增持

QEFA SPDR INDEX

+$21.9M

287,771 +9314%

增持

ESGU ISHARES ESG

+$21.2M

844,257 +19%

减持

PPG PPG INDS INC

-$19.2M

28,048 -83%

增持

— ACCENTURE PLC

+$18.7M

140,083 +14%

增持

IUSB ISHARES CORE

+$18.4M

1,023,660 +52%

增持

TLT ISHARES TR

+$18.1M

166,984 +260%

增持

UNP UNION PAC CORP

+$17.6M

192,347 +22%

增持

GOOGL ALPHABET INC

+$16.1M

13,430 +58%

增持

CVX CHEVRON CORP NEW

+$15.9M

238,498 +100%

增持

NEE NEXTERA ENERGY

+$14.9M

538,710 +19%

增持

ABT ABBOTT LABORATORIES

+$14.8M

331,117 +23%

增持

GOOG ALPHABET INC

+$14.6M

11,134 +68%

增持

IEF ISHARES TR

+$14.5M

138,208 +1064%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$14.3M

180,340 +66%

增持

VNQ VANGUARD INDEX FDS

+$14.1M

188,775 +145%

建仓

FTXN FIRST TR EXCHANGE-TRADED FD

+$14.0M

720,123

建仓

IXUS ISHARES CORE

+$13.8M

194,260

减持

IVOL KRANESHARES TR

-$13.7M

14,692 -97%

增持

TIP ISHARES TR

+$13.7M

234,569 +81%

增持

PFE PFIZER INC

+$13.7M

360,903 +104%

建仓

SPTI SPDR INTERMEDIATE

+$13.5M

422,250

增持

PG PROCTER AND GAMBLE CO

+$13.3M

135,923 +113%

增持

VB VANGUARD INDEX FDS

+$12.7M

86,139 +177%

增持

JNJ JOHNSON & JOHNSON

+$12.7M

148,869 +88%

增持

BRK/B BERKSHIRE HATHAWAY

+$12.2M

87,966 +70%

减持

FXL FIRST TR EXCHANGE TRADED FD

-$12.0M

16,554 -86%

增持

BNDX VANGUARD CHARLOTTE FDS

+$11.9M

460,773 +94%

增持

SHM SPDR NUVEEN

+$11.8M

271,886 +764%

建仓

PZA INVESCO EXCH TRADED FD TR II

+$11.4M

420,820

增持

COST COSTCO WHOLESALE

+$11.2M

32,891 +98%

增持

PLD PROLOGIS INC

+$11.1M

254,578 +1%

增持

UPS UNITED PARCEL SERVICE INC

+$11.0M

209,222 +13%

增持

IJH ISHARES TR

+$10.9M

70,124 +106%

增持

VO VANGUARD INDEX FDS

+$10.8M

100,340 +61%

增持

PEP PEPSICO INC

+$10.8M

112,133 +94%

增持

USMV ISHARES MSCI

+$10.7M

252,794 +91%

增持

— DUKE REALTY CORP

+$10.7M

542,894 +4%

增持

XLK SECTOR TECHNOLOGY

+$10.7M

92,242 +159%

减持

LQD ISHARES TR

-$10.6M

58,009 -58%

建仓

ABOT TRIMTABS ETF TR

+$10.6M

360,574

增持

EMB ISHARES TR

+$10.4M

110,487 +640%

增持

FALN ISHARES FALLEN

+$10.4M

672,519 +108%

增持

JPM JPMORGAN CHASE

+$10.3M

425,153 +22%

增持

IGIB ISHARES TR

+$10.3M

199,073 +680%

建仓

ABXB TRIMTABS ETF TR

+$10.2M

414,792

增持

GOVT ISHARES TR

+$10.1M

1,503,342 +33%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$9.9M

655,584 +41%

增持

AVGO BROADCOM INC

+$9.6M

31,382 +35%

建仓

FTCS FIRST TR EXCHANGE-TRADED FD

+$9.4M

111,126

增持

CSCO CISCO SYS INC

+$9.1M

298,144 +65%

增持

V VISA INC

+$8.8M

116,080 +58%

增持

LOW LOWES COS INC

+$8.8M

72,775 +48%

增持

IWD ISHARES TR

+$8.7M

150,218 +43%

增持

FVD FIRST TR VALUE LINE DIVID IN

+$8.5M

220,881 +790%

增持

AMD ADVANCED MICRO

+$8.5M

103,356 +67%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$8.4M

421,693 +69%

增持

SCHD SCHWAB STRATEGIC TR

+$8.3M

315,381 +36%

建仓

ABLD TRIMTABS ETF TR

+$8.2M

318,352

建仓

ISTB ISHARES TR

+$8.1M

161,540

建仓

ABLG TRIMTABS ETF TR

+$8.0M

220,122

增持

STIP ISHARES 0-5

+$8.0M

79,087 +2160%

增持

RDVY FIRST TR EXCHANGE-TRADED FD

+$7.8M

210,563 +225%

增持

SDY SPDR SER TR

+$7.8M

83,033 +237%

增持

ABBV ABBVIE INC

+$7.7M

101,414 +83%

增持

MCD MCDONALDS CORP

+$7.7M

64,817 +61%

增持

EFG ISHARES TR

+$7.5M

337,785 +21%

建仓

ABFL TRIMTABS ETF TR

+$7.5M

135,681

增持

IEFA ISHARES CORE

+$7.5M

477,356 +26%

建仓

DBB INVESCO DB

+$7.4M

331,547

增持

COR AMERISOURCEBERGEN CORP

+$7.4M

265,965 +14%

增持

BAC BANK AMERICA

+$7.1M

388,500 +62%

增持

EFV ISHARES TR

+$7.0M

825,898 +21%

增持

EFA ISHARES TR

+$6.9M

152,332 +134%

增持

— TE CONNECTIVITY

+$6.7M

209,216 +6%

增持

IWB ISHARES TR

+$6.6M

104,546 +20%

增持

TGT TARGET CORP

+$6.6M

157,972 +21%

增持

VCIT VANGUARD INTERMEDIATE

+$6.5M

179,394 +67%

增持

IVW ISHARES TR

+$6.4M

179,069 +54%

增持

VYM VANGUARD WHITEHALL FDS

+$6.3M

137,695 +56%

建仓

SPSB SPDR PORTFOLIO

+$6.3M

204,503

增持

— EXXON MOBIL

+$6.3M

223,199 +78%

增持

VOT VANGUARD INDEX FDS

+$6.2M

59,445 +58%

减持

ITM VANECK ETF TRUST

-$6.1M

264,576 -31%

减持

DBE INVESCO DB

-$6.1M

24,381 -94%

增持

AJG GALLAGHER ARTHUR J & CO

+$6.1M

203,299 +6%

增持

VBR VANGUARD INDEX FDS

+$6.0M

78,881 +65%

增持

SOXX ISHARES TR

+$6.0M

18,111 +111%

增持

DIS DISNEY WALT CO

+$6.0M

91,342 +90%

增持

XLV SECTOR HEALTHCARE

+$6.0M

71,081 +124%

增持

IWF ISHARES TR

+$5.9M

125,202 +6%

增持

MRK MERCK & CO INC

+$5.9M

149,849 +101%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$5.9M

276,544 +37%

增持

WMT WALMART INC

+$5.8M

131,197 +39%

增持

GLD SPDR GOLD

+$5.7M

92,320 +51%

增持

META META PLATFORMS

+$5.7M

76,425 +30%

增持

MA MASTERCARD INC

+$5.7M

45,379 +49%

增持

VOE VANGUARD INDEX FDS

+$5.6M

85,817 +63%

建仓

USIG ISHARES TR

+$5.5M

92,704

增持

ADM ARCHER DANIELS

+$5.5M

454,831 +8%

增持

NKE NIKE INC

+$5.5M

76,177 +53%

增持

VBK VANGUARD INDEX FDS

+$5.3M

57,429 +48%

增持

VMBS VANGUARD MORTGAGE

+$5.3M

154,205 +185%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$5.3M

203,909 +72%

增持

FTEC FIDELITY COVINGTON TRUST

+$5.1M

38,988 +2200%

增持

HLI HOULIHAN LOKEY INC

+$5.0M

267,904 +9%

建仓

KBA KRANESHARES TR

+$4.9M

113,830

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$4.9M

265,292 +10%

增持

ORCL ORACLE CORP

+$4.9M

433,882 +15%

增持

NFLX NETFLIX INC

+$4.9M

15,095 +120%

建仓

MGK VANGUARD WORLD FD

+$4.8M

18,485

增持

MBB ISHARES TR

+$4.8M

110,448 +68%

增持

XLF SECTOR FINANCIAL

+$4.7M

183,868 +180%

增持

RHI ROBERT HALF INTL INC

+$4.7M

279,432 +6%

增持

LMBS FIRST TR EXCHANGE-TRADED FD

+$4.6M

204,546 +85%

增持

LLY LILLY ELI & CO

+$4.6M

48,278 +28%

增持

CIBR FIRST TR EXCHANGE TRADED FD

+$4.5M

89,608 +1775%

增持

INTU INTUIT

+$4.5M

16,098 +47%

增持

EFAV ISHARES MSCI

+$4.4M

69,353 +486%

增持

PNC PNC FINL SVCS GROUP INC

+$4.4M

185,216 +11%

增持

NOBL PROSHARES TR

+$4.4M

58,287 +283%

增持

ADP AUTOMATIC DATA

+$4.4M

37,761 +53%

增持

BX BLACKSTONE INC

+$4.4M

59,023 +109%

建仓

SDVY FIRST TRUST

+$4.3M

143,509

增持

IWM ISHARES TR

+$4.3M

59,897 +45%

增持

VZ VERIZON COMMUNICATIONS

+$4.3M

328,977 +39%

增持

F FORD MTR CO DEL

+$4.2M

262,657 +207%

增持

XLU SELECT SECTOR SPDR TR

+$4.2M

78,449 +266%

建仓

ICOW PACER DEVELOPED

+$4.2M

135,605

增持

RSP INVESCO EXCHANGE TRADED FD T

+$4.2M

162,685 +9%

增持

CAT CATERPILLAR INC

+$4.2M

47,629 +61%

增持

XLY CONSUMER DISCRETIONARY

+$4.2M

49,221 +49%

增持

ADBE ADOBE INC

+$4.1M

16,175 +84%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$4.1M

11,994 +76%