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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 6增持 94减持 46清仓 4

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES CORE

+$31.7M

610,452 +18%

减持

UPS UNITED PARCEL

-$29.6M

114,371 -57%

增持

CAT CATERPILLAR INC

+$29.5M

168,959 +151%

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

HON HONEYWELL INTL

-$27.0M

86,396 -58%

增持

SBUX STARBUCKS CORP

+$26.1M

391,723 +302%

减持

ED CONSOLIDATED EDISON

-$26.0M

47,190 -86%

增持

AVGO BROADCOM INC

+$24.8M

73,653 +76%

减持

— CHUBB LIMITED

-$23.2M

75,361 -63%

增持

EMBD GLOBAL X

+$16.3M

902,307 +710%

增持

EFV ISHARES MSCI

+$15.7M

1,151,775 +39%

减持

VIG VANGUARD DIVIDEND

-$15.3M

229,847 -27%

减持

PULS PGIM ETF TR

-$15.2M

34,824 -90%

减持

FTXG FIRST TRUST

-$14.4M

42,362 -93%

增持

TFLO ISHARES TR

+$14.0M

397,111 +229%

增持

VOO VANGUARD INDEX FDS

+$13.4M

403,420 +13%

减持

IYW ISHARES TECHNOLOGY

-$12.9M

247,976 -31%

增持

— ISHARES IBONDS

+$12.5M

2,775,978 +22%

增持

ABBV ABBVIE INC

+$12.2M

385,435 +15%

增持

VEA VANGUARD FTSE

+$12.2M

1,545,101 +29%

增持

QTEC FIRST TR NASDAQ 100 TECH IND

+$11.7M

92,415 +687%

减持

ESGU ISHARES ESG

-$11.6M

331,620 -24%

增持

VUG VANGUARD GROWTH

+$11.3M

293,996 +21%

建仓

DBEF DBX ETF TR

+$10.8M

309,492

增持

— ISHARES IBONDS

+$10.8M

2,846,921 +18%

增持

IEFA ISHARES CORE

+$10.7M

993,363 +26%

增持

IVW ISHARES S&P

+$10.7M

336,911 +92%

增持

— ISHARES IBONDS

+$10.4M

1,784,563 +30%

减持

EFG ISHARES MSCI

-$10.2M

451,049 -12%

增持

NVDA NVIDIA CORP

+$9.9M

222,778 +8%

增持

— ISHARES IBONDS

+$9.8M

2,105,879 +24%

增持

FTCS FIRST TR EXCHANGE-TRADED FD

+$9.6M

450,693 +43%

减持

GOVT ISHARES TR

-$9.5M

447,178 -47%

减持

IEMG ISHARES CORE

-$9.4M

740,734 -18%

增持

GOOG ALPHABET INC

+$9.2M

425,036 +10%

增持

VB VANGUARD INDEX FDS

+$9.1M

230,455 +33%

增持

SPYM SPDR PORTFOLIO

+$8.9M

1,004,341 +26%

增持

— EXXON MOBIL

+$8.6M

437,134 +10%

减持

DOCT FIRST TRUST

-$8.4M

3,000 -99%

清仓

PFIX SIMPLIFY EXCHANGE TRADED FUN

-$8.4M

0 -100%

清仓

TUA SIMPLIFY EXCHANGE TRADED FUN

-$7.9M

0 -100%

增持

GOOGL ALPHABET INC

+$7.9M

352,885 +10%

建仓

IBMR ISHARES TR

+$7.9M

358,586

增持

LLY ELI LILLY

+$7.8M

73,494 +9%

减持

TLH ISHARES 10-20YR

-$7.7M

3,175 -96%

增持

CALF PACER FDS TR

+$7.5M

245,340 +271%

增持

IJH ISHARES CORE

+$7.4M

88,920 +58%

增持

FV FIRST TR EXCHANGE-TRADED FD

+$7.4M

909,541 +30%

增持

CVX CHEVRON CORP

+$7.2M

428,336 +4%

减持

LMBS FIRST TR EXCHANGE-TRADED FD

-$7.0M

125,017 -54%

增持

BRK/B BERKSHIRE HATHAWAY

+$6.8M

152,940 +11%

增持

IQLT ISHARES MSCI

+$6.7M

567,926 +63%

增持

WMT WALMART INC

+$6.5M

203,662 +23%

增持

— ISHARES IBONDS

+$6.5M

2,027,863 +14%

增持

COST COSTCO WHOLESALE

+$6.4M

61,308 +17%

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$6.4M

157,030 +1581%

增持

HSY HERSHEY CO

-$6.2M

141,483 +2%

增持

IBDW ISHARES IBONDS

+$6.1M

1,290,951 +38%

增持

AMZN AMAZON COM

+$5.8M

814,851 +9%

增持

CMCSA COMCAST CORP

+$5.8M

1,121,224 +6%

减持

FSEP FIRST TR EXCHNG TRADED FD VI

-$5.8M

64,500 -70%

增持

ORCL ORACLE CORP

-$5.7M

491,282 +1%

增持

V VISA INC

+$5.4M

183,299 +18%

减持

ADI ANALOG DEVICES

-$5.3M

227,420 -2%

增持

DFAC DIMENSIONAL ETF TRUST

+$5.3M

1,452,410 +20%

增持

COWZ PACER FDS TR

+$5.2M

276,770 +57%

减持

TAIL CAMBRIA ETF TR

-$5.2M

33,333 -92%

减持

USFR WISDOMTREE FLOATING

-$5.1M

216,885 -32%

增持

FJUL FIRST TR EXCHNG TRADED FD VI

+$5.0M

152,448 +635%

增持

VTV VANGUARD INDEX FDS

+$4.8M

629,077 +9%

增持

META META PLATFORMS

+$4.8M

91,883 +16%

增持

EOSE EOS ENERGY

+$4.7M

2,242,814 +7175%

增持

LQD ISHARES IBOXX

+$4.5M

85,097 +122%

增持

NOBL PROSHARES TR

+$4.5M

116,036 +90%

增持

TLT ISHARES 20(PLUS)

+$4.4M

397,097 +32%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$4.3M

592,282 -12%

增持

ADBE ADOBE INC

+$4.3M

26,115 +41%

增持

EYLD CAMBRIA EMERGING

+$4.3M

156,111 +1977%

增持

MRK MERCK & CO INC

-$4.2M

550,824 +4%

增持

IBDR ISHARES IBONDS

+$4.2M

1,151,933 +19%

减持

QUAL ISHARES MSCI

-$4.0M

460,579 -4%

增持

IBDS ISHARES IBONDS

+$4.0M

1,136,164 +19%

增持

NEE NEXTERA ENERGY

-$3.9M

274,539 +4%

清仓

— MAGELLAN MIDSTREAM

-$3.9M

0 -100%

清仓

BMAR INNOVATOR ETFS TR

-$3.9M

0 -100%

减持

FXR FIRST TR EXCHANGE TRADED FD

-$3.9M

252,046 -17%

减持

IGSB ISHARES 1-5 YEAR

-$3.8M

47,120 -61%

增持

XLSR SSGA ACTIVE

+$3.8M

153,234 +160%

减持

COR CENCORA INC

-$3.8M

259,638 -1%

建仓

GJUL FIRST TR EXCHNG TRADED FD VI

+$3.7M

123,990

减持

XLK SECTOR TECHNOLOGY

-$3.7M

189,739 -5%

增持

IBDT ISHARES IBONDS

+$3.6M

178,309 +572%

减持

SPDW SPDR INDEX SHS FDS

-$3.6M

360,060 -21%

增持

IWX ISHARES TR

+$3.6M

228,031 +36%

减持

ABT ABBOTT LABORATORIES

-$3.5M

151,767 -9%

增持

DFAI DIMENSIONAL ETF TRUST

+$3.5M

682,389 +30%

增持

IWF ISHARES RUSSELL

+$3.5M

184,491 +11%

建仓

— BARCLAYS BANK PLC

+$3.4M

204,415

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$3.4M

179,777 +60%

减持

BMY BRISTOL MYERS

-$3.3M

195,053 -15%

减持

ICF ISHARES COHEN

-$3.3M

26,855 -68%

增持

XLE SECTOR ENERGY

+$3.3M

214,428 +8%

增持

IEI ISHARES 3-7YR

+$3.3M

91,550 +50%

减持

HD HOME DEPOT

-$3.3M

144,841 -4%

减持

VV VANGUARD INDEX FDS

-$3.3M

30,436 -33%

增持

XLU SELECT SECTOR SPDR TR

+$3.2M

237,623 +44%

建仓

TJUL INNOVATOR ETFS TR

+$3.2M

131,302

减持

FIXD FIRST TR EXCHNG TRADED FD VI

-$3.2M

204,393 -23%

增持

IWY ISHARES RUSSELL

+$3.1M

104,448 +28%

减持

MBB ISHARES MBS

-$3.1M

199,934 -11%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$3.1M

291,502 +79%

减持

ADP AUTOMATIC DATA

+$3.1M

168,659 -1%

增持

MPC MARATHON PETE CORP

+$3.0M

83,147 +1%

增持

— ISHARES IBONDS

+$3.0M

618,930 +24%

增持

FXL FIRST TR EXCHANGE TRADED FD

+$3.0M

60,446 +86%

增持

DGRO ISHARES CORE

+$2.9M

1,586,899 +8%

减持

IUSB ISHARES CORE

-$2.8M

1,022,682 -2%

增持

OKE ONEOK INC

+$2.8M

95,718 +82%

减持

IWN ISHARES RUSSELL

-$2.8M

31,642 -37%

增持

XMHQ INVESCO EXCHANGE TRADED FD T

+$2.8M

75,580 +87%

增持

— ISHARES IBONDS

+$2.8M

714,057 +21%

增持

— ISHARES IBONDS

+$2.8M

543,662 +25%

减持

KLAC KLA CORP

-$2.8M

4,422 -55%

增持

FXN FIRST TR EXCHANGE TRADED FD

+$2.7M

230,829 +182%

减持

IFV FIRST TR EXCHANGE-TRADED FD

-$2.7M

639,695 -18%

增持

IWM ISHARES RUSSELL

+$2.7M

141,173 +19%

减持

FISV FISERV INC

-$2.7M

16,712 -54%

建仓

GSEP FIRST TR EXCHNG TRADED FD VI

+$2.7M

91,385

增持

— ARCH RESOURCES

+$2.7M

18,544 +342%

减持

GIS GENERAL MILLS

-$2.6M

37,378 -43%

增持

VCR VANGUARD CONSUMER

+$2.6M

13,079 +285%

减持

GLD SPDR GOLD

-$2.5M

128,120 -7%

减持

IHI ISHARES TR

-$2.5M

152,558 -13%

增持

RTX RTX CORP

-$2.5M

128,751 +7%

增持

— CONSOL ENERGY

+$2.5M

29,224 +265%

增持

BX BLACKSTONE INC

+$2.5M

81,480 +22%

增持

VO VANGUARD INDEX FDS

+$2.5M

226,541 +12%

增持

TIP ISHARES TIPS

+$2.5M

57,378 +78%

增持

FHLC FIDELITY COVINGTON TRUST

+$2.5M

131,040 +51%

增持

UNH UNITEDHEALTH GROUP

+$2.5M

100,557 +0%

增持

CSCO CISCO SYS INC

+$2.4M

341,217 +11%

减持

FXD FIRST TR EXCHANGE TRADED FD

-$2.4M

266,079 -8%

增持

VWO VANGUARD FSTE

+$2.4M

719,664 +13%

减持

XLY CONSUMER DISCRETIONARY

-$2.4M

15,566 -46%

增持

ENVX ENOVIX CORP

+$2.4M

385,501 +186%

增持

JPM JPMORGAN CHASE

+$2.4M

400,273 +5%

增持

PEP PEPSICO INC

-$2.4M

317,690 +5%

减持

ROK ROCKWELL AUTOMATION

-$2.4M

4,658 -58%

减持

GS GOLDMAN SACHS

-$2.3M

21,029 -26%

增持

RECS COLUMBIA ETF TR I

+$2.3M

92,106 +30602%

增持

NEAR BLACKROCK SHORT

+$2.3M

127,339 +56%