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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 8增持 99减持 41清仓 2

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$49.1M

1,644,902 +1%

增持

NVDA NVIDIA CORP

+$33.5M

205,632 +7%

增持

CMCSA COMCAST CORP

+$30.1M

1,057,856 +191%

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

BMY BRISTOL MYERS

-$29.8M

229,282 -64%

减持

MSFT MICROSOFT CORP

+$29.3M

636,018 -1%

增持

ITW ILLINOIS TOOL

+$29.2M

150,306 +333%

减持

DOV DOVER CORP

-$28.9M

21,959 -90%

减持

— ACCENTURE PLC

-$28.6M

63,347 -62%

增持

— UNILEVER PLC

+$28.1M

566,097 +2008%

增持

AMZN AMAZON COM

+$26.9M

750,254 +9%

增持

MDLZ MONDELEZ INTERNATIONAL

+$26.7M

449,271 +420%

减持

ABT ABBOTT LABORATORIES

-$25.8M

166,697 -61%

增持

ABBV ABBVIE INC

+$25.6M

335,533 +168%

减持

ULST SPDR SSGA

-$24.4M

34,032 -95%

增持

IVV ISHARES CORE

+$23.3M

517,133 +2%

减持

HD HOME DEPOT

-$19.9M

151,590 -33%

增持

TLT ISHARES 20(plus)

+$19.4M

299,834 +176%

增持

VOO VANGUARD INDEX FDS

+$18.5M

356,151 +5%

增持

IBDW ISHARES IBONDS

+$18.5M

935,061 +3743%

增持

FV FIRST TR EXCHANGE-TRADED FD

+$18.4M

701,071 +116%

增持

SPY SPDR S&P

+$17.9M

351,998 +1%

增持

PULS PGIM ETF TR

+$16.9M

341,520 +101241%

增持

SPYM SPDR PORTFOLIO

+$16.7M

798,844 +54%

增持

FLOT ISHARES FLOATING

+$15.8M

386,136 +414%

增持

TSLA TESLA INC

+$14.4M

182,247 +3%

增持

— ISHARES IBONDS

+$14.4M

2,402,996 +33%

减持

FXZ FIRST TR EXCHANGE TRADED FD

-$13.9M

49,744 -81%

增持

FDN FIRST TR EXCHANGE-TRADED FD

+$13.7M

102,136 +409%

减持

— ISHARES IBONDS

-$13.3M

1,776,033 -23%

增持

ORCL ORACLE CORP

+$12.7M

485,062 +0%

增持

VUG VANGUARD GROWTH

+$11.6M

243,088 +6%

减持

— ISHARES IBONDS

-$11.4M

1,367,684 -25%

增持

AVGO BROADCOM INC

+$10.8M

41,954 +5%

增持

MOAT VANECK ETF TRUST

+$10.2M

134,524 +1840%

增持

QUAL ISHARES MSCI

+$10.1M

479,612 +9%

建仓

FNY FIRST TRUST

+$9.9M

153,461

增持

SYLD CAMBRIA ETF

+$9.8M

160,326 +71795%

增持

VTV VANGUARD INDEX FDS

+$9.3M

576,522 +9%

建仓

DIVI FRANKLIN INTL

+$9.3M

317,686

增持

FPE FIRST TR EXCH TRADED FD III

+$9.3M

726,013 +386%

增持

META META PLATFORMS

+$9.0M

79,545 +24%

减持

— ISHARES IBONDS

-$8.9M

1,695,571 -17%

增持

JPM JPMORGAN CHASE

+$8.9M

382,782 +7%

减持

EMBD GLOBAL X

-$8.9M

111,431 -78%

增持

SPAB SPDR PORTFOLIO

+$8.4M

335,213 +7802%

增持

LLY ELI LILLY

+$8.4M

67,451 +3%

建仓

PFIX SIMPLIFY EXCHANGE TRADED FUN

+$8.4M

133,077

增持

XLK SECTOR TECHNOLOGY

+$8.3M

199,953 +14%

清仓

— FIRST TR EXCH TRADED FD III

-$7.7M

0 -100%

减持

QQQ INVESCO QQQ

+$7.6M

219,634 -4%

增持

IYW ISHARES TECHNOLOGY

+$7.5M

357,280 +6%

增持

XLV SECTOR HEALTHCARE

+$7.3M

232,983 +28%

增持

USMV ISHARES MSCI

+$7.2M

594,680 +17%

增持

DFAC DIMENSIONAL ETF TRUST

+$7.0M

1,206,278 +19%

减持

COR AMERISOURCEBERGEN CORP

+$7.0M

262,354 -3%

增持

AMD ADVANCED MICRO

+$6.9M

161,550 +35%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$6.8M

347,272 -25%

减持

FDL FIRST TR MORNINGSTAR DIVID L

-$6.7M

204,468 -47%

增持

IQLT ISHARES MSCI

+$6.6M

349,224 +111%

增持

IEFA ISHARES CORE

+$6.6M

788,177 +13%

增持

VIG VANGUARD DIVIDEND

+$6.5M

314,159 +9%

增持

BRK/B BERKSHIRE HATHAWAY

+$6.3M

137,310 +5%

增持

IWF ISHARES RUSSELL

+$6.3M

165,772 +3%

增持

FVD FIRST TR VALUE LINE DIVID IN

+$6.2M

483,504 +47%

减持

ICOW PACER DEVELOPED

-$6.1M

134,876 -61%

增持

VTEB VANGUARD MUN BD FDS

+$6.1M

338,716 +57%

增持

FYX FIRST TRUST

+$6.0M

73,462 +209791%

增持

HON HONEYWELL INTL

+$5.9M

206,838 +7%

增持

FDLO FIDELITY COVINGTON TRUST

+$5.8M

164,053 +228%

减持

GOOG ALPHABET INC

+$5.8M

386,876 -2%

增持

SPLV INVESCO EXCH TRADED FD TR II

+$5.7M

182,584 +99%

增持

VEA VANGUARD FTSE

+$5.5M

1,198,856 +9%

减持

ICVT ISHARES CONV

-$5.2M

49,651 -60%

增持

EMQQ EXCHANGE EMQQ

+$5.0M

173,042 +9961%

减持

GOOGL ALPHABET INC

+$5.0M

320,020 -0%

增持

VCIT VANGUARD INTERMEDIATE

+$4.9M

497,932 +16%

增持

— EXXON MOBIL

+$4.8M

398,600 +15%

建仓

PJUN INNOVATOR ETFS TR

+$4.8M

151,347

减持

BIL SPDR BLOOMBERG

-$4.8M

118,960 -30%

增持

DFIC DIMENSIONAL ETF TRUST

+$4.7M

549,365 +53%

增持

FTSL FIRST TR EXCHANGE-TRADED FD

+$4.7M

164,669 +167%

增持

SPTL SPDR PORTFOLIO

+$4.6M

168,025 +1239%

增持

CLF CLEVELAND CLIFFS

+$4.6M

280,304 +7643%

增持

GLD SPDR GOLD

+$4.6M

137,478 +28%

减持

TIP ISHARES TIPS

-$4.6M

32,200 -56%

减持

UPS UNITED PARCEL

-$4.6M

264,767 -2%

增持

IHI ISHARES TR

+$4.6M

176,051 +79%

增持

EFG ISHARES MSCI

+$4.4M

515,008 +8%

建仓

JOET VIRTUS ETF TR II

+$4.4M

151,918

减持

VNQ VANGUARD INDEX FDS

-$4.2M

67,962 -43%

增持

SPSB SPDR PORTFOLIO

+$4.2M

153,368 +1191%

增持

TSM TAIWAN SEMICONDUCTOR

+$4.1M

73,473 +108%

减持

LMBS FIRST TR EXCHANGE-TRADED FD

-$4.1M

271,570 -24%

增持

VV VANGUARD INDEX FDS

+$4.1M

45,522 +65%

建仓

FDNI FIRST TRUST

+$4.1M

179,417

减持

MGK VANGUARD MEGA

+$3.9M

154,181 -3%

增持

OIH VANECK ETF TRUST

+$3.9M

13,715 +5736%

增持

FXG FIRST TR EXCHANGE TRADED FD

+$3.9M

243,350 +33%

增持

CVX CHEVRON CORP

+$3.8M

413,356 +10%

增持

EFV ISHARES MSCI

+$3.8M

830,191 +9%

减持

— ISHARES IBONDS

-$3.8M

436,596 -25%

增持

IVW ISHARES S&P

+$3.8M

175,156 +30%

增持

IWM ISHARES RUSSELL

+$3.8M

118,716 +14%

减持

IWR ISHARES RUSSELL

-$3.5M

214,092 -23%

减持

AJG ARTHUR J

+$3.5M

195,969 -5%

增持

DFCF DIMENSIONAL ETF TRUST

+$3.5M

130,648 +188%

增持

NOW SERVICENOW INC

+$3.5M

16,638 +32%

减持

MRK MERCK & CO INC

+$3.4M

527,915 -1%

减持

TGT TARGET CORP

-$3.4M

47,345 -20%

增持

— ISHARES IBONDS

+$3.4M

591,919 +35%

减持

SMH VANECK ETF TRUST

-$3.3M

2,427 -83%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$3.3M

59,494 +36%

减持

SUB ISHARES SHORT

-$3.3M

115,639 -21%

增持

CAT CATERPILLAR INC

+$3.2M

67,390 +13%

增持

VBK VANGUARD INDEX FDS

+$3.2M

98,497 +10%

增持

FTXL FIRST TR EXCHANGE-TRADED FD

+$3.2M

207,365 +16%

增持

COST COSTCO WHOLESALE

+$3.2M

52,440 +4%

减持

USFR WISDOMTREE FLOATING

-$3.2M

317,786 -17%

增持

PDP INVESCO DWA

+$3.1M

81,865 +78%

增持

FXD FIRST TR EXCHANGE TRADED FD

+$3.1M

289,993 +17%

清仓

— KRANESHARES TR

-$3.1M

0 -100%

增持

VGT VANGUARD INFORMATION

+$3.1M

53,593 +0%

减持

ICSH BLACKROCK ULTRA

-$3.1M

3,409 -95%

增持

MRVL MARVELL TECHNOLOGY

+$3.1M

60,267 +381%

减持

SHY ISHARES 1-3YR

-$3.0M

140,148 -20%

增持

SPDW SPDR INDEX SHS FDS

+$3.0M

454,799 +24%

增持

NFLX NETFLIX INC

+$3.0M

16,490 +31%

增持

IBDR ISHARES IBONDS

+$3.0M

966,303 +17%

增持

HBCP HOME BANCORP

+$3.0M

107,385 +526%

增持

LOW LOWES COMPANIES

+$3.0M

74,065 +8%

减持

PFE PFIZER INC

-$3.0M

396,879 -9%

增持

VBR VANGUARD INDEX FDS

+$3.0M

123,958 +12%

增持

AVDE AMERICAN CENTY ETF TR

+$2.9M

137,497 +58%

增持

WMT WALMART INC

+$2.9M

165,581 +6%

增持

IEMG ISHARES CORE

+$2.9M

906,051 +6%

增持

JNJ JOHNSON & JOHNSON

+$2.9M

241,675 +2%

减持

NEAR BLACKROCK SHORT

-$2.8M

81,408 -41%

减持

NVS NOVARTIS AG

+$2.8M

363,721 -1%

增持

VOT VANGUARD INDEX FDS

+$2.8M

116,631 +7%

增持

XLY CONSUMER DISCRETIONARY

+$2.8M

28,950 +102%

减持

HSY HERSHEY CO

-$2.8M

138,383 -6%

增持

FXR FIRST TR EXCHANGE TRADED FD

+$2.7M

305,042 +9%

增持

PIE INVESCO DWA

+$2.7M

144,490 +13035%

增持

MLPX GLOBAL X FDS

+$2.7M

66,014 +10215%

建仓

PFIG INVESCO EXCH TRADED FD TR II

+$2.7M

117,680

减持

SPYG SPDR PORTFOLIO

+$2.7M

507,577 -1%

建仓

AGQ PROSHARES ULTRA

+$2.7M

99,610

增持

AOA ISHARES CORE

+$2.7M

40,714 +11875%

增持

DFLV DIMENSIONAL ETF TRUST

+$2.7M

201,885 +102%

增持

GVIP GOLDMAN SACHS

+$2.7M

31,201 +72460%