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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 5增持 104减持 41

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$160.7M

1,635,634 +3%

减持

IVV ISHARES TR

+$156.9M

504,692 -3%

增持

MSFT MICROSOFT CORP

+$120.0M

645,410 +5%

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

+$79.2M

348,312 +19%

减持

VOO VANGUARD INDEX FDS

+$53.1M

337,815 -3%

增持

— ISHARES IBONDS

+$49.0M

2,052,665 +9%

增持

QUAL ISHARES MSCI

+$48.2M

440,132 +456%

增持

HD HOME DEPOT INC

+$46.6M

227,446 +5%

减持

— ISHARES IBONDS

+$45.0M

1,827,772 -7%

增持

UPS UNITED PARCEL SERVICE INC

+$44.1M

268,861 +8%

增持

AMZN AMAZON COM

+$42.5M

685,954 +6%

增持

IUSB ISHARES CORE

+$42.2M

1,010,619 +25%

增持

PEP PEPSICO INC

+$40.6M

296,732 +105%

增持

EFG ISHARES TR

+$40.5M

477,154 +45%

增持

MRK MERCK & COMPANY

+$39.6M

535,364 +2%

增持

ADI ANALOG DEVICES

+$39.4M

239,468 +0%

增持

— ACCENTURE PLC

+$38.5M

168,823 +6%

减持

NVDA NVIDIA CORPORATION

+$37.1M

192,647 -3%

增持

ORCL ORACLE CORP

+$37.0M

484,315 +2%

减持

COR AMERISOURCEBERGEN CORP

+$35.1M

271,583 -2%

减持

AJG GALLAGHER ARTHUR J & CO

+$34.5M

206,263 -3%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$33.2M

643,206 +6%

增持

ABT ABBOTT LABORATORIES

+$33.1M

432,554 +3%

减持

MS MORGAN STANLEY

+$32.9M

451,199 -2%

增持

NVS NOVARTIS AG

+$32.4M

368,148 +867%

增持

— ISHARES TR

+$31.9M

1,803,129 +87%

增持

HSY HERSHEY CO

+$31.8M

146,519 +6%

增持

IEMG ISHARES CORE

+$31.6M

857,004 +235%

增持

HON HONEYWELL INTL INC

+$31.5M

193,457 +317%

增持

— CHUBB LTD

+$31.5M

200,847 +9%

增持

ADP AUTOMATIC DATA

+$31.4M

173,893 +5%

增持

QQQ INVESCO QQQ TR

+$31.3M

229,841 +11%

增持

— BLACKROCK INC

+$31.3M

51,935 +286%

增持

TSCO TRACTOR SUPPLY CO

+$30.2M

129,772 +977%

增持

PAYX PAYCHEX INC

+$30.2M

306,379 +3%

减持

EFV ISHARES TR

+$30.0M

759,139 -13%

增持

JPM JPMORGAN CHASE

+$29.9M

357,946 +10%

增持

VTI VANGUARD INDEX FDS

+$29.8M

203,998 +5%

增持

ED CONSOLIDATED EDISON INC

+$29.6M

316,665 +2769%

增持

PSA PUBLIC STORAGE

+$28.8M

109,281 +14%

增持

DOV DOVER CORP

+$28.4M

211,251 +7%

增持

AVY AVERY DENNISON CORP

+$28.0M

175,666 +2%

增持

IYW ISHARES TR

+$27.6M

338,072 +33%

减持

ESGU ISHARES ESG

+$27.2M

471,403 -49%

减持

VUG VANGUARD INDEX FDS

+$26.3M

229,586 -8%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$25.3M

429,250 +251%

减持

VEA VANGUARD TAX-MANAGED FDS

+$24.0M

1,102,030 -2%

增持

ULST SPDR SSGA

+$23.9M

640,500 +882%

增持

USMV ISHARES MSCI

+$23.1M

508,343 +22%

减持

SHYG ISHARES TR

-$23.1M

51,997 -93%

增持

GOOG ALPHABET INC

+$22.1M

394,217 +3%

减持

IWB ISHARES TR

+$22.1M

116,717 -4%

减持

FTSM FIRST TRUST

+$21.7M

460,311 -32%

增持

— ISHARES TR

+$21.6M

2,387,376 +1%

增持

BRK/B BERKSHIRE HATHAWAY

+$21.6M

130,427 +3%

增持

IWF ISHARES TR

+$21.1M

161,144 +2%

增持

TSLA TESLA INC

+$20.9M

177,181 +3%

增持

GOOGL ALPHABET INC

+$20.9M

320,430 +9%

增持

SCHD SCHWAB STRATEGIC TR

+$20.7M

468,607 +7%

减持

AGG ISHARES TR

+$20.5M

721,613 -5%

减持

VIGI VANGUARD INTERNATIONAL

+$20.2M

285,409 -4%

增持

IBDR ISHARES TR

+$19.7M

828,924 +621%

增持

CVX CHEVRON CORP NEW

+$19.7M

376,783 +1%

减持

VTV VANGUARD INDEX FDS

+$19.4M

527,321 -8%

增持

RSP INVESCO S&P

+$19.3M

188,618 +16%

增持

V VISA INC

+$19.1M

153,308 +5%

增持

USFR WISDOMTREE FLOATING

+$18.4M

380,869 +44%

增持

IEFA ISHARES TR

+$18.2M

697,233 +4%

增持

DFAC DIMENSIONAL ETF TRUST

+$18.0M

1,009,734 +180%

增持

AVGO BROADCOM INC

+$17.8M

40,132 +10%

增持

IBDS ISHARES TR

+$17.0M

829,577 +513%

减持

— ISHARES TR

+$16.4M

2,311,832 -7%

减持

UNH UNITEDHEALTH GROUP

+$16.2M

102,709 -35%

增持

MBB ISHARES TR

+$16.0M

211,465 +20%

减持

IJR ISHARES TR

+$15.4M

386,864 -20%

增持

GLD SPDR GOLD

+$14.7M

107,805 +27%

减持

GOVT ISHARES U S

+$13.3M

825,864 -5%

增持

SPYM SPDR SER TR

+$13.3M

517,416 +41%

减持

PG PROCTER AND GAMBLE CO

+$13.2M

185,747 -1%

增持

FXZ FIRST TRUST

+$13.1M

261,670 +23%

减持

— EXXON MOBIL

+$12.8M

347,808 -6%

增持

FXD FIRST TRUST

+$12.8M

247,700 +1419%

增持

KO COCA COLA CO

+$12.8M

289,623 +7%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$12.7M

289,469 +9%

减持

VO VANGUARD INDEX FDS

+$12.6M

204,045 -5%

减持

VCSH VANGUARD SHORT

-$12.5M

83,523 -72%

增持

JNJ JOHNSON & JOHNSON

+$12.1M

237,919 +3%

增持

WMT WALMART INC

+$12.0M

156,394 +2%

增持

IFV FIRST TRUST

+$11.9M

757,793 +59%

增持

COST COSTCO WHSL CORP NEW

+$11.9M

50,494 +6%

增持

FV FIRST TR EXCHANGE-TRADED FD

+$11.8M

323,867 +182%

增持

FTXG FIRST TRUST

+$11.6M

524,926 +22%

增持

DGRO ISHARES TR

+$11.6M

1,464,493 +1%

增持

FTXL FIRST TRUST

+$11.5M

178,365 +64760%

减持

LLY LILLY ELI & CO

+$11.5M

65,464 -5%

增持

MA MASTERCARD INC

+$11.4M

52,396 +6%

建仓

EMBD GLOBAL X

+$11.3M

518,163

减持

MCD MCDONALDS CORP

+$11.3M

79,087 -4%

增持

CGGO CAPITAL GROUP

+$11.1M

509,350 +4%

增持

CGGR CAPITAL GROUP

+$11.1M

516,069 +16%

增持

FDL FIRST TR MORNINGSTAR DIVID L

+$11.0M

386,313 +73%

增持

VOT VANGUARD INDEX FDS

+$11.0M

108,899 +1%

增持

DFAI DIMENSIONAL INTL

+$10.9M

494,231 +39%

增持

NEE NEXTERA ENERGY

+$10.9M

249,307 +3%

减持

LMT LOCKHEED MARTIN CORP

+$10.7M

39,405 -10%

增持

VZ VERIZON COMMUNICATIONS

+$10.7M

401,983 +14%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$10.6M

579,566 -4%

增持

XLK SELECT SECTOR SPDR TR

+$10.5M

175,345 +23%

减持

SPYV SPDR PORTFOLIO

+$10.4M

286,518 -12%

增持

CMCSA COMCAST CORP

+$10.3M

362,903 +22%

增持

— ISHARES IBONDS

+$10.3M

439,234 +15%

减持

META META PLATFORMS

+$10.3M

64,271 -8%

增持

SPEM SPDR PORTFOLIO

+$10.3M

368,753 +242%

减持

VBK VANGUARD INDEX FDS

+$10.2M

89,810 -3%

减持

— ISHARES IBONDS

+$10.1M

440,903 -39%

减持

TXN TEXAS INSTRS INC

+$10.0M

69,117 -4%

减持

— ISHARES IBONDS

+$9.9M

580,559 -1%

增持

— ISHARES IBONDS

+$9.2M

527,253 +6%

建仓

GJAN FIRST TR EXCHNG TRADED FD VI

+$8.9M

287,602

增持

ICOW PACER DEVELOPED

+$8.8M

341,748 +31%

增持

IBTG ISHARES IBONDS

+$8.7M

377,571 +19%

增持

ICVT ISHARES CONV

+$8.7M

123,195 +282%

增持

CSCO CISCO SYSTEMS

+$8.6M

297,330 +9%

建仓

— LINDE PLC

+$8.6M

24,189

增持

AMD ADVANCED MICRO

+$8.4M

119,901 +10%

增持

SPDW SPDR INDEX SHS FDS

+$8.4M

366,385 +97%

减持

ABBV ABBVIE INC

+$8.4M

125,244 -0%

减持

VYM VANGUARD WHITEHALL FDS

+$8.3M

187,083 -2%

增持

LOW LOWES COS INC

+$8.2M

68,622 +7%

增持

CAT CATERPILLAR INC

+$8.0M

59,568 +3%

增持

JPST JPMORGAN

+$8.0M

201,745 +0%

增持

TLT ISHARES TR

+$8.0M

108,467 +15%

增持

ACWX ISHARES MSCI

+$7.9M

164,836 +23%

减持

UNP UNION PAC CORP

+$7.8M

83,143 -6%

增持

XLV SELECT SECTOR SPDR TR

+$7.8M

182,186 +11%

增持

APD AIR PRODUCTS

+$7.8M

41,329 +9%

建仓

— FIRST TR EXCH TRADED FD III

+$7.7M

480,520

增持

SWAN AMPLIFY BLACKSWAN

+$7.4M

310,760 +38%

增持

DIA SPDR DOW

+$7.3M

30,924 +50%

减持

FXR FIRST TRUST

+$7.3M

280,945 -22%

增持

RDVY FIRST TR EXCHANGE-TRADED FD

+$7.2M

725,040 +2%

建仓

NJAN INNOVATOR ETFS TR

+$7.0M

184,201

增持

DFIC DIMENSIONAL ETF TRUST

+$6.9M

358,332 +377%

增持

TUA SIMPLIFY EXCHANGE TRADED FUN

+$6.9M

393,019 +219%

减持

BIL SPDR BLOOMBERG

+$6.9M

170,979 -26%

增持

IGV ISHARES TR

+$6.9M

22,594 +106%

减持

VBR VANGUARD INDEX FDS

+$6.8M

110,694 -1%

增持

IBTH ISHARES IBONDS

+$6.8M

300,544 +34%

增持

NEAR BLACKROCK SHORT

+$6.7M

138,586 +49%

增持

IDV ISHARES TR

+$6.6M

249,884 +1004%