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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项建仓 4增持 104减持 38清仓 4

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES CORE

-$142.4M

522,640 -3%

增持

AAPL APPLE INC

-$86.2M

1,586,790 +7%

增持

MSFT MICROSOFT CORP

-$64.0M

612,622 +9%

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。

减持

ESGU ISHARES ESG

-$62.9M

921,951 -7%

减持

— ISHARES IBONDS

-$49.5M

1,958,121 -3%

增持

UNH UNITEDHEALTH GROUP

-$40.6M

158,060 +9%

增持

AMZN AMAZON COM

-$40.3M

648,516 +7%

增持

SPY SPDR S&P

-$37.9M

291,707 +8%

增持

HD HOME DEPOT

-$36.4M

217,070 +5%

增持

— ISHARES IBONDS

-$35.5M

1,882,990 +26%

增持

VOO VANGUARD INDEX FDS

-$35.2M

348,634 +5%

减持

UNP UNION PAC CORP

-$32.1M

88,406 -58%

增持

AJG ARTHUR J

-$31.1M

213,312 +1%

减持

ADM ARCHER DANIELS

-$31.1M

445,810 -3%

增持

IUSB ISHARES CORE

-$31.0M

807,098 +1%

增持

UPS UNITED PARCEL

-$30.2M

249,857 +6%

增持

— ACCENTURE PLC

-$30.1M

160,009 +4%

减持

PNC PNC FINANCIAL

-$29.4M

48,713 -76%

减持

GOVT ISHARES TR

-$29.1M

870,357 -44%

增持

ADP AUTOMATIC DATA

-$29.0M

166,018 +3%

增持

COR AMERISOURCEBERGEN CORP

-$28.5M

276,370 +1%

增持

CVS CVS HEALTH

-$28.2M

411,879 +4%

清仓

— DUKE REALTY

-$28.1M

0 -100%

增持

MS MORGAN STANLEY

-$27.8M

462,265 +6%

增持

ABT ABBOTT LABORATORIES

-$27.5M

421,093 +6%

增持

WM WASTE MANAGEMENT

-$27.3M

216,353 +2%

增持

BMY BRISTOL MYERS

-$27.0M

606,161 +12%

增持

PAYX PAYCHEX INC

-$26.9M

298,195 +5%

增持

GIS GENERAL MILLS

-$26.0M

460,992 +10%

减持

IJR ISHARES CORE

-$24.6M

481,898 -8%

增持

— CHUBB LIMITED

-$24.5M

183,544 +4%

增持

AVY AVERY DENNISON CORP

-$24.5M

171,463 +0%

增持

DGRO ISHARES CORE

+$23.6M

1,451,171 +70%

增持

MRK MERCK & CO INC

-$23.6M

526,881 +10%

增持

TSLA TESLA INC

-$23.4M

172,711 +28%

增持

EFV ISHARES MSCI

-$22.8M

868,724 +13%

减持

EFG ISHARES MSCI

-$22.6M

328,646 -11%

增持

ADI ANALOG DEVICES

-$22.1M

238,978 +11%

增持

DTE DTE ENERGY

-$21.8M

246,470 +9%

增持

HSY HERSHEY CO

-$21.7M

138,414 +12%

清仓

— ISHARES IBONDS

-$20.6M

0 -100%

增持

AGG ISHARES CORE

-$20.2M

758,346 +2%

增持

IWB ISHARES RUSSELL

-$17.5M

121,485 +10%

增持

— ISHARES IBONDS

+$17.3M

2,354,728 +190%

增持

VIGI VANGUARD INTERNATIONAL

-$17.3M

297,130 +2%

增持

— ISHARES IBONDS

-$15.9M

720,953 +7%

增持

IWY ISHARES RUSSELL

+$15.5M

154,322 +499%

减持

PDP INVESCO DWA

-$15.2M

59,415 -76%

减持

FUTY FIDELITY COVINGTON TRUST

-$15.1M

49,382 -88%

增持

GOOG ALPHABET INC

-$13.5M

382,880 +14%

增持

SCHD SCHWAB STRATEGIC TR

-$13.5M

436,744 +7%

增持

JPM JPMORGAN CHASE

-$13.2M

325,768 +13%

减持

— PROSHARES SHORT

-$13.2M

310,434 -70%

减持

HDV ISHARES CORE

-$13.1M

86,060 -49%

增持

GOOGL ALPHABET INC

-$12.9M

293,205 +11%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$12.7M

105,027 -63%

减持

DBC INVESCO DB

-$12.5M

61,435 -89%

减持

SHV ISHARES SHORT

-$12.3M

19,429 -84%

增持

RSP INVESCO EXCHANGE TRADED FD T

-$12.3M

163,056 +2%

减持

VLUE ISHARES MSCI

-$12.3M

50,908 -74%

增持

BRK/B BERKSHIRE HATHAWAY

-$11.8M

126,193 +10%

减持

SHY ISHARES 1-3YR

-$11.4M

181,054 -29%

增持

MGK VANGUARD MEGA

+$11.2M

153,081 +78%

减持

DBE INVESCO DB

-$11.1M

12,311 -98%

清仓

— ISHARES IBONDS

-$10.9M

0 -100%

建仓

TFLO ISHARES TR

+$10.8M

214,050

增持

IWX ISHARES TR

+$10.5M

181,996 +712%

增持

VUG VANGUARD GROWTH

-$10.5M

250,273 +29%

增持

IWF ISHARES RUSSELL

-$10.5M

157,720 +16%

增持

EEMV ISHARES INC

-$10.3M

495,458 +72%

增持

NEE NEXTERA ENERGY

-$10.3M

241,847 +2%

增持

USMV ISHARES MSCI

-$10.1M

416,484 +15%

清仓

— ISHARES IBONDS

-$9.9M

0 -100%

减持

AVGO BROADCOM INC

-$9.7M

36,429 -7%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$9.7M

201,379 -14%

增持

FTSM FIRST TR EXCHANGE-TRADED FD

-$9.5M

681,370 +166%

增持

SPYV SPDR PORTFOLIO

-$9.1M

326,022 +8%

增持

BIL SPDR BLOOMBERG

-$9.1M

232,274 +19%

增持

USFR WISDOMTREE FLOATING

-$8.9M

263,916 +38%

增持

VTI VANGUARD INDEX FDS

-$8.6M

195,145 +71%

减持

TIP ISHARES TIPS

-$8.5M

127,024 -26%

增持

LMT LOCKHEED MARTIN

-$8.2M

43,782 +6%

增持

CGGO CAPITAL GROUP

-$8.2M

489,801 +4%

增持

LLY ELI LILLY

-$8.1M

68,663 +12%

增持

— ISHARES IBONDS

-$8.0M

588,020 +14%

增持

FXN FIRST TR EXCHANGE TRADED FD

-$7.9M

878,137 +19%

增持

GLD SPDR GOLD

-$7.8M

85,060 +2%

增持

CVX CHEVRON CORP

-$7.7M

374,055 +9%

增持

VGT VANGUARD INFORMATION

+$7.6M

58,032 +72%

减持

ISTB ISHARES CORE

-$7.6M

616,594 -22%

增持

— ISHARES IBONDS

+$7.5M

964,597 +379%

增持

V VISA INC

-$7.4M

145,671 +13%

增持

FTXN FIRST TR EXCHANGE-TRADED FD

-$7.3M

497,056 +15%

增持

WMT WALMART INC

-$7.3M

153,765 +9%

增持

FLRN SPDR BLOOMBERG

+$7.2M

394,146 +151%

减持

STIP ISHARES 0-5

-$7.2M

123,737 -37%

增持

PG PROCTER & GAMBLE

-$7.1M

187,247 +8%

增持

MINT PIMCO EHNANCED

-$7.1M

239,589 +159%

增持

VZ VERIZON COMMUNICATIONS

-$7.1M

351,777 +11%

减持

META META PLATFORMS

-$7.1M

69,490 -11%

增持

TXN TEXAS INSTRS INC

-$7.1M

72,259 +13%

增持

JNJ JOHNSON & JOHNSON

-$7.0M

230,633 +18%

减持

TGT TARGET CORP

-$6.8M

66,655 -2%

减持

MA MASTERCARD INC

-$6.7M

49,257 -3%

增持

SHYG ISHARES

+$6.7M

768,374 +65%

增持

VBK VANGUARD INDEX FDS

-$6.7M

92,461 +13%

减持

ESGE ISHARES ESG

-$6.6M

111,114 -63%

减持

ICOW PACER DEVELOPED

-$6.6M

261,802 -24%

增持

KO COCA COLA CO

-$6.6M

270,543 +28%

增持

PEP PEPSICO INC

-$6.6M

145,047 +16%

增持

MCD MCDONALDS CORP

-$6.5M

82,300 +8%

减持

XEL XCEL ENERGY

-$6.4M

101,603 -5%

增持

IWM ISHARES RUSSELL

+$6.2M

103,607 +72%

建仓

— STELLAR BANCORP INC

+$6.0M

205,097

增持

FTXG FIRST TR EXCHANGE-TRADED FD

-$6.0M

428,744 +26%

增持

IWR ISHARES RUSSELL

+$5.9M

285,773 +37%

增持

NVDA NVIDIA CORP

-$5.7M

198,296 +9%

增持

— ISHARES IBONDS

-$5.6M

381,852 +57%

增持

COST COSTCO WHOLESALE

-$5.6M

47,611 +20%

增持

FTCS FIRST TR EXCHANGE-TRADED FD

+$5.6M

263,085 +31%

减持

BSV VANGUARD BD INDEX FDS

-$5.6M

150,927 -2%

建仓

UDEC INNOVATOR ETFS TR

+$5.4M

197,783

减持

SWAN AMPLIFY BLACKSWAN

-$5.4M

224,810 -6%

减持

BNDX VANGUARD CHARLOTTE FDS

-$5.4M

212,868 -4%

增持

CGGR CAPITAL GROUP

-$5.4M

446,640 +48%

减持

COMT ISHARES U S

-$5.4M

9,641 -94%

增持

LOW LOWES COMPANIES

-$5.3M

64,292 +11%

增持

PFE PFIZER INC

-$5.3M

412,688 +7%

增持

CIBR FIRST TR EXCHANGE TRADED FD

+$5.2M

277,503 +100%

增持

ENB ENBRIDGE INC

-$5.2M

285,127 +7%

建仓

REVS COLUMBIA ETF TR I

+$5.2M

263,468

减持

IXN ISHARES GLOBAL

-$5.1M

52,436 -58%

增持

FXZ FIRST TR EXCHANGE TRADED FD

-$5.0M

212,209 +23%

增持

BAC BANK AMERICA

-$5.0M

551,987 +23%

增持

VWO VANGUARD FSTE

-$5.0M

603,585 +24%

增持

VEA VANGUARD FTSE

-$4.9M

1,124,284 +33%

增持

TLT ISHARES 20(plus)

-$4.9M

94,298 +14%

减持

ELV ELEVANCE HEALTH

-$4.9M

15,517 -19%

增持

AMT AMERICAN TOWER

-$4.9M

45,270 +19%

增持

IWS ISHARES RUSS

+$4.8M

136,929 +43%

增持

— INVESCO BULLETSHARES

-$4.8M

252,225 +5%

增持

— INVESCO BULLETSHARES

-$4.8M

251,301 +6%

增持

ABBV ABBVIE INC

-$4.8M

125,567 +5%

减持

NEAR BLACKROCK SHORT

-$4.8M

92,936 -8%

减持

FALN ISHARES FALLEN

-$4.7M

99,210 -52%

增持

FXR FIRST TR EXCHANGE TRADED FD

-$4.7M

360,898 +27%

增持

— INVESCO BULLETSHARES

-$4.7M

252,655 +6%

增持

FAST FASTENAL CO

-$4.7M

106,219 +2%

增持

VTV VANGUARD INDEX FDS

-$4.6M

572,047 +22%

增持

PLD PROLOGIS INC

-$4.6M

64,437 +6%