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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 5增持 106减持 34清仓 5

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$64.7M

1,993,283 +6%

增持

MSFT MICROSOFT CORP

+$64.7M

732,009 +6%

增持

IVV ISHARES CORE

+$54.9M

661,538 +8%

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。

清仓

— ISHARES IBONDS

-$51.4M

0 -100%

清仓

— ISHARES IBONDS

-$44.3M

0 -100%

增持

DFAC DIMENSIONAL ETF TRUST

+$43.1M

2,758,554 +90%

增持

NVDA NVIDIA CORP

+$41.8M

257,063 +15%

增持

AMZN AMAZON COM

+$41.1M

941,556 +16%

增持

SPY SPDR S&P

+$33.2M

391,039 +8%

增持

WFC WELLS FARGO

+$31.5M

802,764 +311%

增持

QQQ INVESCO QQQ

+$30.1M

265,821 +18%

增持

— ISHARES IBONDS

+$29.9M

1,989,934 +179%

增持

AMT AMERICAN TOWER

+$29.5M

170,624 +306%

增持

VOO VANGUARD INDEX FDS

+$28.8M

423,646 +5%

增持

SO SOUTHERN CO

+$28.2M

505,986 +359%

增持

AVGO BROADCOM INC

+$27.9M

77,793 +6%

减持

PAYX PAYCHEX INC

-$27.7M

58,493 -81%

减持

— UNILEVER PLC

-$26.8M

63,103 -90%

增持

BND VANGUARD BD INDEX FDS

+$26.2M

452,912 +354%

增持

SAP SAP SE

+$25.5M

166,126 +5705%

减持

MS MORGAN STANLEY

-$25.3M

117,514 -73%

减持

HSY HERSHEY CO

-$24.9M

17,879 -87%

增持

SPYM SPDR PORTFOLIO

+$23.6M

1,308,049 +30%

增持

VTV VANGUARD INDEX FDS

+$23.1M

732,840 +16%

减持

VCIT VANGUARD INTERMEDIATE

-$21.8M

200,126 -60%

增持

SPAB SPDR PORTFOLIO

+$21.7M

1,138,266 +272%

减持

ISTB ISHARES CORE

-$20.8M

33,462 -93%

增持

LLY ELI LILLY

+$20.8M

99,803 +36%

增持

VUG VANGUARD GROWTH

+$19.8M

315,590 +7%

减持

— ISHARES IBONDS

-$18.4M

2,011,977 -28%

增持

IBTG ISHARES IBONDS

+$18.0M

1,243,060 +170%

增持

IBTH ISHARES IBONDS

+$17.9M

1,197,227 +196%

增持

OEF ISHARES S&P

+$17.2M

86,377 +668%

增持

JPM JPMORGAN CHASE

+$16.5M

439,385 +10%

增持

BOND PIMCO ACTIVE

+$14.0M

166,222 +1015%

清仓

— ISHARES IBONDS

-$13.9M

0 -100%

减持

VTEB VANGUARD MUN BD FDS

-$13.7M

65,846 -81%

增持

IYW ISHARES TECHNOLOGY

+$13.2M

315,136 +27%

减持

— ISHARES IBONDS

-$12.9M

1,560,725 -26%

增持

V VISA INC

+$12.8M

208,453 +14%

增持

CALF PACER FDS TR

+$12.8M

485,892 +98%

增持

META META PLATFORMS

+$12.8M

111,082 +21%

增持

IBDR ISHARES IBONDS

+$11.9M

1,622,187 +41%

增持

COST COSTCO WHOLESALE

+$11.7M

68,859 +12%

建仓

IBDX ISHARES IBONDS

+$11.7M

467,655

增持

NJAN INNOVATOR ETFS TR

+$11.4M

441,197 +143%

减持

IWF ISHARES RUSSELL

-$11.3M

123,305 -33%

增持

AMD ADVANCED MICRO

+$11.1M

180,301 +12%

增持

IBHF ISHARES IBONDS

+$11.0M

515,910 +1288%

增持

GOOG ALPHABET INC

+$10.9M

463,082 +9%

建仓

IBHH ISHARES IBONDS

+$10.8M

462,682

增持

DFIC DIMENSIONAL ETF TRUST

+$10.7M

1,022,309 +61%

增持

EMXC ISHARES INC

+$10.5M

200,667 +2028%

增持

DGRO ISHARES CORE

+$10.5M

1,641,500 +3%

增持

DIVI FRANKLIN INTL

+$10.4M

673,420 +84%

建仓

GDEC FIRST TR EXCHNG TRADED FD VI

+$10.4M

338,455

增持

IBDT ISHARES IBONDS

+$9.9M

569,789 +220%

增持

VIG VANGUARD DIVIDEND

+$9.8M

264,742 +15%

增持

RDVY FIRST TR EXCHANGE-TRADED FD

+$9.7M

719,958 +22%

增持

HD HOME DEPOT

+$9.5M

152,961 +6%

增持

IJR ISHARES CORE

+$9.5M

434,347 +10%

增持

DFSV DIMENSIONAL ETF TRUST

+$9.5M

550,465 +126%

增持

MRK MERCK & CO INC

+$9.4M

590,339 +7%

减持

IEMG ISHARES CORE

-$9.4M

519,019 -30%

增持

QUAL ISHARES MSCI

+$9.3M

472,128 +3%

增持

VTI VANGUARD INDEX FDS

+$9.2M

209,913 +9%

减持

IWD ISHARES RUSSELL

-$9.2M

81,568 -45%

增持

FV FIRST TR EXCHANGE-TRADED FD

+$9.1M

949,474 +4%

增持

UNH UNITEDHEALTH GROUP

+$8.8M

113,844 +13%

减持

SUB ISHARES SHORT

-$8.7M

33,835 -71%

减持

IEFA ISHARES CORE

-$8.6M

797,419 -20%

减持

— BLACKROCK INC

+$8.6M

53,865 -0%

增持

DUHP DIMENSIONAL ETF TRUST

+$8.4M

438,649 +157%

增持

VB VANGUARD INDEX FDS

+$8.4M

246,217 +7%

减持

FLRN SPDR BLOOMBERG

-$8.2M

478 -100%

减持

— ISHARES IBONDS

-$8.2M

2,469,179 -13%

减持

GJAN FIRST TR EXCHNG TRADED FD VI

-$8.2M

22,320 -92%

增持

IBDU ISHARES IBONDS

+$8.0M

386,254 +923%

清仓

IBMR ISHARES TR

-$7.9M

0 -100%

增持

PJAN INNOVATOR ETFS TR

+$7.8M

222,137 +1196%

增持

IXC ISHARES GLOBAL

+$7.4M

204,097 +1645%

增持

VEA VANGUARD FTSE

+$7.4M

1,585,448 +3%

增持

VO VANGUARD INDEX FDS

+$7.4M

235,796 +4%

减持

IWS ISHARES RUSS

-$7.3M

54,003 -58%

增持

EMBD GLOBAL X

+$7.2M

1,161,886 +29%

减持

IWP ISHARES RUSSELL

-$7.2M

57,037 -60%

增持

IVW ISHARES S&P

+$7.2M

396,806 +18%

增持

LQD ISHARES IBOXX

+$7.1M

144,001 +69%

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$7.0M

284,664 +81%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$6.9M

523,859 +80%

减持

STIP ISHARES 0-5

-$6.8M

41,248 -63%

建仓

IOCT INNOVATOR ETFS TR

+$6.7M

240,330

增持

IQLT ISHARES MSCI

+$6.6M

687,998 +21%

减持

EFG ISHARES MSCI

-$6.5M

336,280 -25%

增持

BRK/B BERKSHIRE HATHAWAY

+$6.5M

165,497 +8%

增持

MGK VANGUARD MEGA

+$6.5M

156,959 +0%

减持

IYJ ISHARES U S

-$6.4M

3,890 -94%

增持

CRM SALESFORCE INC

+$6.4M

60,197 +25%

增持

CVX CHEVRON CORP

-$6.4M

453,104 +6%

增持

ITW ILLINOIS TOOL

+$6.4M

162,981 +4%

增持

PANW PALO ALTO

+$6.4M

33,973 +67%

增持

DIA SPDR DOW

+$6.3M

50,553 +32%

增持

GBIL GOLDMAN SACHS

+$6.3M

78,946 +392%

减持

XLK SECTOR TECHNOLOGY

+$6.2M

186,270 -2%

增持

PYLD PIMCO ETF TR

+$6.1M

286,246 +488%

增持

GOOGL ALPHABET INC

+$6.1M

367,767 +4%

减持

XLE SECTOR ENERGY

-$6.0M

161,298 -25%

减持

SCHD SCHWAB STRATEGIC TR

-$6.0M

359,163 -24%

增持

PG PROCTER & GAMBLE

+$6.0M

254,995 +16%

减持

FPE FIRST TR EXCH TRADED FD III

-$6.0M

319,405 -55%

增持

DFEM DIMENSIONAL EMERGING

+$5.9M

423,444 +131%

增持

BUFD FIRST TR EXCHNG TRADED FD VI

+$5.9M

327,074 +331%

增持

NFLX NETFLIX INC

+$5.8M

30,142 +27%

增持

VGT VANGUARD INFORMATION

+$5.8M

57,781 +3%

增持

ESGU ISHARES ESG

+$5.7M

349,226 +5%

增持

ADBE ADOBE INC

+$5.7M

31,848 +22%

减持

FXG FIRST TR EXCHANGE TRADED FD

-$5.6M

172,831 -36%

增持

NOW SERVICENOW INC

+$5.6M

20,500 +25%

增持

PAUG INNOVATOR ETFS TR

+$5.6M

172,029 +2113%

增持

FLOT ISHARES FLOATING

+$5.6M

525,973 +27%

增持

— ACCENTURE PLC

+$5.5M

69,037 +11%

增持

ADI ANALOG DEVICES

+$5.5M

227,676 +0%

增持

FBND FIDELITY MERRIMACK STR TR

+$5.5M

152,989 +343%

增持

EMLC VANECK ETF TRUST

+$5.4M

220,568 +8921%

增持

IUSB ISHARES CORE

+$5.4M

1,091,368 +7%

增持

IEI ISHARES 3-7YR

+$5.4M

134,992 +47%

增持

EDOW FIRST TR EXCHANGE TRADED FD

+$5.4M

663,878 +18%

增持

IWY ISHARES RUSSELL

+$5.3M

117,327 +12%

增持

BSV VANGUARD BD INDEX FDS

+$5.1M

190,622 +49%

增持

CAT CATERPILLAR INC

+$5.1M

174,090 +3%

增持

BNDX VANGUARD CHARLOTTE FDS

+$5.1M

317,609 +45%

减持

BMY BRISTOL MYERS

-$5.0M

123,666 -37%

建仓

OUNZ VANECK MERK GOLD TR

+$5.0M

255,131

增持

DIHP DIMENSIONAL ETF TRUST

+$4.9M

251,735 +317%

增持

SECT NORTHERN LIGHTS

+$4.9M

104,616 +30136%

增持

IBMO ISHARES IBONDS

+$4.9M

550,623 +50%

增持

DFAT DIMENSIONAL ETF TRUST

+$4.9M

107,461 +651%

减持

QYLD GLOBAL X

-$4.8M

122,255 -71%

增持

DFSD DIMENSIONAL ETF TRUST

+$4.8M

116,992 +665%

减持

EEMV ISHARES INC

-$4.8M

32,629 -73%

增持

GSY INVESCO ACTIVELY MANAGED ETF

+$4.8M

102,061 +1490%

减持

QEFA SPDR INDEX

-$4.7M

69,747 -52%

增持

XLV SECTOR HEALTHCARE

+$4.7M

247,967 +8%

减持

COR CENCORA INC

+$4.6M

247,193 -5%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$4.6M

70,997 +37%

增持

IBMP ISHARES IBONDS

+$4.6M

360,361 +93%

增持

WMT WALMART INC

+$4.5M

231,539 +14%

减持

IDV ISHARES INTL

-$4.5M

60,868 -75%

清仓

— INVESCO BULLETSHARES

-$4.5M

0 -100%

增持

VBR VANGUARD INDEX FDS

+$4.4M

143,301 +8%