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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 25
增持 67
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
—
ISHARES IBONDS
+$40.5M
1,640,565
+10048%
增持
AAPL
APPLE INC
-$34.5M
1,475,105
+10%
减持
VOO
VANGUARD INDEX FDS
-$32.9M
269,097
-12%
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
—
ISHARES IBONDS
+$30.6M
1,268,084
+7623%
减持
NEE
NEXTERA ENERGY INC
-$28.4M
270,373
-54%
减持
JPM
JPMORGAN CHASE & CO
-$27.7M
302,316
-33%
减持
TSM
TAIWAN SEMICONDUCTOR
-$26.9M
76,828
-76%
增持
GIS
GENERAL MLS INC
+$26.7M
380,114
+1226%
建仓
DTE
DTE ENERGY
+$25.5M
201,499
减持
—
TE CONNECTIVITY LTD
-$25.3M
37,367
-83%
增持
LMT
LOCKHEED MARTIN CORP
+$24.5M
86,541
+200%
增持
IVV
ISHARES TR
-$24.4M
518,020
+6%
减持
—
GARMIN LTD
-$24.0M
30,404
-87%
增持
WM
WASTE MGMT INC DEL
+$24.0M
190,885
+478%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$23.7M
145,901
+376%
减持
HLI
HOULIHAN LOKEY
-$23.4M
40,420
-87%
增持
—
CHUBB LTD
+$21.9M
149,600
+324%
增持
AMZN
AMAZON COM INC
-$21.4M
595,800
+2192%
减持
IJR
ISHARES TR
-$19.6M
434,098
-22%
增持
BIL
SPDR SER TR
+$19.3M
224,108
+1590%
增持
SPY
SPDR S&P 500 ETF TR
-$18.0M
275,285
+2%
建仓
—
ISHARES IBONDS
+$16.3M
642,920
增持
—
ISHARES IBONDS
+$15.5M
635,029
+2142%
建仓
—
ISHARES IBONDS
+$15.3M
610,803
增持
NVDA
NVIDIA CORPORATION
-$15.0M
166,771
+11%
减持
QQQ
INVESCO QQQ TR
-$14.6M
130,806
-7%
建仓
EEMV
ISHARES INC
+$14.6M
262,831
增持
ESGU
ISHARES TR
-$14.5M
961,597
+2%
减持
IUSB
ISHARES TR
-$13.6M
862,856
-21%
减持
TLT
ISHARES TR
-$13.5M
88,319
-51%
建仓
—
ISHARES IBONDS
+$13.0M
524,891
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$12.9M
58,731
-91%
增持
MSFT
MICROSOFT CORP
-$12.8M
564,522
+11%
增持
TGT
TARGET CORP
-$12.6M
188,854
+2%
减持
FXD
FIRST TRUST
-$12.3M
13,178
-94%
增持
HDV
ISHARES TR
+$12.0M
133,838
+901%
增持
—
ISHARES IBONDS
+$11.4M
454,629
+2907%
增持
TSLA
TESLA INC
-$11.3M
42,657
+15%
增持
PLD
PROLOGIS INC.
-$11.0M
258,779
+1%
增持
UNP
UNION PAC CORP
-$10.7M
204,694
+3%
减持
GOVT
ISHARES TR
-$10.6M
1,353,907
-21%
减持
VLUE
ISHARES TR
-$10.4M
188,679
-28%
增持
—
PROSHARES TR
+$10.1M
899,284
+167%
清仓
EDV
VANGUARD WORLD FD
-$9.8M
0
-100%
建仓
FTXG
FIRST TRUST
+$9.7M
378,649
增持
RHI
ROBERT HALF
-$9.6M
294,349
+6%
增持
STIP
ISHARES TR
+$9.5M
208,860
+87%
减持
IEF
ISHARES TR
-$9.3M
48,146
-64%
增持
JNJ
JOHNSON & JOHNSON
+$8.8M
199,218
+33%
增持
IJS
ISHARES TR
+$8.7M
113,392
+709%
建仓
—
ISHARES IBONDS
+$8.5M
338,000
减持
SPEM
SPDR INDEX SHS FDS
-$8.4M
94,752
-69%
减持
ESGE
ISHARES INC
-$8.2M
274,469
-41%
减持
SHM
SPDR NUVEEN
-$8.2M
95,708
-64%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.1M
140,636
+12%
减持
IYE
ISHARES TR
-$8.1M
217,833
-46%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$7.5M
132,537
增持
GOOGL
ALPHABET INC
-$7.1M
13,607
+3%
增持
—
ACCENTURE PLC IRELAND
-$6.9M
151,015
+4%
减持
AGG
ISHARES TR
-$6.7M
806,578
-3%
增持
—
ISHARES IBONDS
+$6.7M
290,442
+833%
增持
VUG
VANGUARD INDEX FDS
-$6.4M
168,806
+10%
建仓
—
BLACKROCK INC
+$6.1M
10,089
增持
SHY
ISHARES TR
+$6.1M
257,330
+41%
增持
SPYG
SPDR SER TR
-$5.8M
606,046
+7%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$5.8M
239,972
-29%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.6M
177,196
-30%
增持
PAYX
PAYCHEX INC
-$5.6M
270,913
+2%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$5.6M
443,190
+0%
增持
IWF
ISHARES TR
-$5.5M
129,390
+6%
减持
CMDY
ISHARES US
-$5.5M
99,382
-46%
减持
IXN
ISHARES TR
-$5.4M
138,462
-32%
增持
SLQD
ISHARES TR
+$5.4M
148,696
+309%
减持
FALN
ISHARES TR
-$5.4M
297,120
-35%
增持
META
META PLATFORMS INC
-$5.4M
89,558
+1%
减持
MOS
MOSAIC COMPANY
-$5.1M
13,801
-84%
增持
LLY
LILLY ELI & CO
+$5.1M
62,478
+18%
减持
SLV
ISHARES SILVER TR
-$5.0M
113,529
-64%
建仓
FXG
FIRST TRUST
+$5.0M
81,580
增持
MRK
MERCK & CO INC
+$5.0M
197,590
+24%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$4.9M
69,046
减持
VCIT
VANGUARD INTERMEDIATE
-$4.9M
75,447
-41%
减持
NFLX
NETFLIX INC
-$4.9M
11,589
-37%
减持
ITM
VANECK INTERMEDIATE
-$4.8M
113,886
-46%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.7M
148,164
-5%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$4.5M
757,089
+3%
减持
XLY
SELECT SECTOR SPDR TR
-$4.5M
24,617
-42%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$4.4M
241,889
-40%
建仓
CGGO
CAPITAL GROUP
+$4.4M
218,437
减持
FXZ
FIRST TRUST
-$4.4M
173,258
-12%
减持
BSV
VANGUARD BD INDEX FDS
-$4.4M
171,423
-24%
增持
SUB
ISHARES TR
+$4.4M
145,958
+40%
增持
—
EXXON MOBIL CORP
+$4.3M
292,020
+11%
减持
XLC
SELECT SECTOR
-$4.2M
58,798
-45%
建仓
EDOW
FIRST TRUST
+$4.1M
151,557
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.1M
10
减持
IGM
ISHARES EXPANDED
-$4.1M
13,517
-35%
建仓
—
ISHARES IBONDS
+$4.0M
167,424
减持
EFA
ISHARES TR
-$3.9M
84,151
-46%
建仓
TACK
CAPITOL SER TR
+$3.9M
166,408
增持
PNC
PNC FINL SVCS GROUP INC
-$3.9M
201,833
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.9M
105,005
-4%
增持
MINT
PIMCO ETF TR
+$3.9M
57,009
+221%
减持
FTXN
FIRST TRUST
-$3.8M
476,574
-16%
增持
USMC
PRINCIPAL US
+$3.8M
251,318
+99%
减持
XLK
SELECT SECTOR SPDR TR
-$3.8M
81,212
-9%
增持
SDY
SPDR SER TR
+$3.7M
118,646
+47%
增持
VTV
VANGUARD INDEX FDS
-$3.7M
392,914
+5%
增持
GLD
SPDR GOLD TR
+$3.7M
130,930
+29%
建仓
BKNG
BOOKING HOLDINGS INC
+$3.7M
2,110
建仓
BOND
PIMCO ETF TR
+$3.7M
38,572
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.7M
114,130
-37%
增持
PFE
PFIZER INC
+$3.6M
424,743
+18%
减持
IJH
ISHARES TR
-$3.6M
60,744
-6%
增持
XLE
SELECT SECTOR SPDR TR
+$3.6M
189,863
+45%
减持
COR
AMERISOURCEBERGEN CORP
-$3.6M
266,942
-0%
建仓
—
PROSHARES TR
+$3.6M
240,494
减持
IVW
ISHARES TR
-$3.5M
146,101
-10%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.5M
102,029
+139%
增持
FLOT
ISHARES FLOATING
+$3.5M
88,800
+384%
减持
XMHQ
INVESCO S&P
-$3.5M
36,244
-53%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.5M
113,245
+16%
增持
VBK
VANGUARD INDEX FDS
-$3.5M
71,654
+1%
减持
SMH
VANECK SEMICONDUCTOR
-$3.4M
1,270
-91%
增持
CSCO
CISCO SYS INC
-$3.4M
299,342
+3%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$3.4M
45,325
减持
AA
ALCOA CORP
-$3.3M
7,802
-81%
建仓
IFRA
ISHARES TR
+$3.3M
98,243
减持
PYPL
PAYPAL HLDGS INC
-$3.3M
44,224
-20%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$3.3M
11,888
-74%
建仓
BSCR
INVESCO BULLETSHARES
+$3.3M
169,701
减持
BA
BOEING CO
-$3.2M
45,558
-8%
清仓
IPI
INTREPID POTASH
-$3.2M
0
-100%
增持
IEFA
ISHARES TR
-$3.2M
504,031
+7%
建仓
IYK
ISHARES U S
+$3.2M
16,439
增持
VOT
VANGUARD INDEX FDS
-$3.2M
76,027
+2%
增持
BSCQ
INVESCO BULLETSHARES
+$3.2M
182,984
+916%
增持
—
INVESCO BULLETSHARES
+$3.1M
214,767
+260%
减持
GDX
VANECK ETF TRUST
-$3.1M
46,517
-60%
增持
—
INVESCO BULLETSHARES
+$3.1M
216,435
+237%
增持
—
INVESCO BULLETSHARES
+$3.1M
215,090
+228%
减持
CMCSA
COMCAST CORP NEW
-$3.1M
319,829
-4%
增持
OXY
OCCIDENTAL PETE CORP
+$3.0M
85,092
+144%
减持
SPSB
SPDR SER TR
-$3.0M
131,500
-43%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$3.0M
342,531
+41%
建仓
ORLY
O REILLY AUTOMOTIVE
+$3.0M
4,698
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.0M
537,528
+38%
增持
BAC
BK OF AMERICA CORP
-$2.9M
442,760
+9%
减持
DIAL
COLUMBIA DIVERSIFIED
-$2.9M
49,312
-74%
建仓
VGT
VANGUARD WORLD FDS
+$2.9M
8,763
