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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 3
增持 99
减持 48
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$92.5M
255,908
-0%
减持
DGRO
ISHARES TR
-$59.2M
515,191
-69%
增持
DYNF
BLACKROCK ETF TRUST
+$53.0M
1,193,524
+357243%
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
AAPL
APPLE INC
-$41.7M
2,006,413
+1%
增持
IVE
ISHARES TR
+$41.1M
250,204
+665%
增持
IVW
ISHARES TR
+$36.6M
791,906
+100%
减持
MGK
VANGUARD WORLD FD
-$36.2M
20,296
-87%
增持
IWF
ISHARES TR
+$32.9M
209,731
+70%
减持
—
ISHARES TR
-$32.8M
693,776
-66%
增持
MSFT
MICROSOFT CORP
+$32.5M
746,906
+2%
增持
AMZN
AMAZON COM INC
+$31.8M
978,301
+4%
增持
V
VISA INC
+$28.1M
297,907
+43%
增持
DTE
DTE ENERGY CO
+$27.2M
255,113
+1848%
减持
CMCSA
COMCAST CORP NEW
-$27.2M
538,539
-53%
增持
TMUS
T-MOBILE US INC
+$26.5M
185,842
+689%
减持
SBUX
STARBUCKS CORP
-$25.5M
125,615
-68%
减持
IBDS
ISHARES TR
-$25.1M
155,436
-87%
增持
DFLV
DIMENSIONAL ETF TRUST
+$24.6M
981,210
+446%
减持
XLK
SELECT SECTOR SPDR TR
-$24.4M
62,193
-67%
增持
MCD
MCDONALDS CORP
+$23.6M
175,740
+102%
增持
LLY
ELI LILLY & CO
+$22.9M
106,833
+7%
减持
—
ISHARES TR
-$22.8M
1,547,419
-37%
减持
ESGU
ISHARES TR
-$22.6M
123,508
-65%
增持
IUSB
ISHARES TR
+$22.6M
1,596,025
+46%
增持
DGRW
WISDOMTREE TR
+$22.5M
333,024
+722%
减持
PEP
PEPSICO INC
-$22.5M
193,042
-42%
减持
VGT
VANGUARD WORLD FD
-$22.1M
13,276
-77%
增持
AVGO
BROADCOM INC
+$21.8M
83,589
+7%
减持
IVV
ISHARES TR
+$21.5M
644,074
-3%
减持
SO
SOUTHERN CO
-$21.0M
200,857
-60%
减持
IBDR
ISHARES TR
-$20.3M
774,965
-52%
增持
META
META PLATFORMS INC
+$19.2M
122,710
+10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$18.3M
3,112,852
+13%
增持
JPM
JPMORGAN CHASE & CO
+$18.3M
463,550
+5%
减持
QQQ
INVESCO QQQ TR
-$18.2M
208,948
-21%
增持
VOO
VANGUARD INDEX FDS
+$18.2M
427,380
+1%
减持
VB
VANGUARD INDEX FDS
-$17.8M
149,230
-39%
减持
EDOW
FIRST TR EXCHANGE-TRADED FD
-$17.7M
117,304
-82%
减持
SPY
SPDR S&P 500 ETF TR
+$16.3M
389,596
-0%
减持
TSLA
TESLA INC
-$15.3M
209,672
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$15.3M
240,729
+49%
增持
CAT
CATERPILLAR INC
+$14.6M
179,639
+3%
增持
HEFA
ISHARES TR
+$14.6M
423,528
+5898%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$14.5M
168,225
-58%
增持
VTI
VANGUARD INDEX FDS
+$14.4M
248,011
+18%
增持
MRK
MERCK & CO INC
+$14.4M
609,983
+3%
增持
VTV
VANGUARD INDEX FDS
+$13.6M
757,655
+3%
减持
OEF
ISHARES TR
-$13.1M
25,484
-70%
减持
GSLC
GOLDMAN SACHS ETF TR
-$12.7M
14,244
-90%
减持
EFV
ISHARES TR
-$12.1M
862,886
-24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.0M
1,712,673
+8%
增持
—
EXXON MOBIL CORP
+$10.7M
498,537
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.1M
166,705
+1%
增持
SAP
SAP SE
+$9.7M
182,372
+10%
增持
CALF
PACER FDS TR
+$9.7M
666,636
+37%
减持
FXG
FIRST TRUST
-$9.7M
16,160
-91%
增持
ABBV
ABBVIE INC
+$9.7M
390,037
+0%
增持
IBDX
ISHARES TR
+$9.5M
881,158
+88%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$9.5M
190,174
+180%
减持
IEMG
ISHARES INC
-$9.4M
318,621
-39%
增持
BINC
BLACKROCK ETF TRUST II
+$9.2M
176,368
+101261%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$9.1M
610,341
+70%
增持
VUG
VANGUARD INDEX FDS
+$9.1M
316,591
+0%
增持
QUAL
ISHARES TR
+$9.0M
480,921
+2%
增持
EMXC
ISHARES INC
+$8.9M
345,441
+72%
增持
SPYM
SPDR SER TR
+$8.8M
1,346,758
+3%
减持
IBDT
ISHARES TR
-$8.8M
218,568
-62%
减持
ORCL
ORACLE CORP
+$8.7M
470,652
-1%
增持
CVX
CHEVRON CORP NEW
+$8.6M
471,782
+4%
增持
IWM
ISHARES TR
+$8.5M
157,069
+26%
增持
DFAS
DIMENSIONAL ETF TRUST
+$8.3M
285,237
+76%
增持
—
SUPER MICRO COMPUTER INC
+$8.1M
11,502
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.1M
729,032
+48%
减持
XLV
SELECT SECTOR SPDR TR
-$8.0M
178,096
-28%
增持
—
EATON CORP PLC
+$8.0M
75,801
+17%
减持
IBDU
ISHARES IBONDS
-$8.0M
37,747
-90%
增持
WFC
WELLS FARGO CO NEW
+$7.8M
816,704
+2%
减持
TLT
ISHARES TR
-$7.7M
250,412
-22%
减持
TFLO
ISHARES TR
-$7.6M
265,969
-36%
增持
IWY
ISHARES TR
+$7.5M
148,070
+26%
增持
TSCO
TRACTOR SUPPLY CO
+$7.4M
144,850
+3%
增持
BOND
PIMCO ETF TR
+$7.3M
246,085
+48%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$7.2M
988,944
+4%
增持
IYW
ISHARES TR
+$7.1M
343,142
+9%
增持
IBTG
ISHARES TR
+$7.0M
1,561,019
+26%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$7.0M
349,841
+88%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$6.9M
444,884
+81%
增持
MBB
ISHARES TR
+$6.8M
301,535
+34%
增持
MPC
MARATHON PETE CORP
+$6.7M
94,169
+16%
减持
XLU
SELECT SECTOR SPDR TR
-$6.3M
101,200
-52%
增持
BND
VANGUARD BD INDEX FDS
+$6.2M
543,305
+20%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.2M
729,537
+20%
增持
FUMB
FIRST TR EXCH TRADED FD III
+$6.1M
716,807
+75%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.0M
718,084
+37%
增持
UBER
UBER TECHNOLOGIES INC
+$5.9M
125,857
+111%
减持
IEI
ISHARES TR
-$5.6M
87,089
-35%
增持
COST
COSTCO WHSL CORP NEW
+$5.6M
70,903
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.5M
109,202
-4%
增持
IWB
ISHARES TR
+$5.4M
113,663
+9%
减持
UDEC
INNOVATOR ETFS TRUST
-$5.4M
61,636
-73%
增持
CRM
SALESFORCE INC
+$5.3M
71,343
+19%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$5.3M
100,663
+12483%
减持
HON
HONEYWELL INTL INC
-$5.2M
58,333
-29%
增持
WMT
WALMART INC
+$5.2M
702,698
+203%
减持
SPTI
SPDR SER TR
-$5.0M
1,017,337
-14%
增持
GOOG
ALPHABET INC
+$5.0M
472,675
+2%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$5.0M
24,665
-63%
减持
HD
HOME DEPOT INC
+$4.8M
151,467
-1%
增持
EYLD
CAMBRIA ETF TR
+$4.8M
384,881
+46%
增持
EMBD
GLOBAL X FDS
+$4.8M
1,362,366
+17%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.8M
347,972
+98%
减持
OUNZ
VANECK MERK GOLD TR
-$4.6M
16,682
-93%
增持
SPYV
SPDR SER TR
+$4.6M
343,754
+27%
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$4.5M
145,482
增持
NFLX
NETFLIX INC
+$4.5M
31,692
+5%
增持
SPAB
SPDR SER TR
+$4.3M
1,325,248
+16%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$4.3M
617,806
+18%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.3M
392,582
+9%
增持
BSCS
INVESCO BULLETSHARES
+$4.2M
221,817
+1910%
增持
ROK
ROCKWELL AUTOMATION INC
+$4.2M
19,748
+291%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.2M
1,109,580
+9%
减持
SPYG
SPDR SER TR
-$4.0M
324,188
-23%
增持
GVIP
GOLDMAN SACHS ETF TR
+$4.0M
63,030
+119%
增持
NVO
NOVO-NORDISK A S
+$4.0M
89,691
+24%
减持
VO
VANGUARD INDEX FDS
-$4.0M
202,361
-14%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$4.0M
63,890
减持
AJG
GALLAGHER ARTHUR J & CO
+$3.9M
183,979
-1%
增持
IGIB
ISHARES TR
+$3.9M
131,140
+141%
建仓
SFLR
INNOVATOR EQUITY
+$3.9M
129,612
增持
EFG
ISHARES TR
+$3.9M
349,759
+4%
减持
USMV
ISHARES TR
-$3.8M
411,961
-15%
增持
KLAC
KLA CORP
+$3.8M
10,426
+79%
减持
IWR
ISHARES TR
-$3.8M
188,306
-26%
增持
AXP
AMERICAN EXPRESS CO
+$3.8M
61,508
+13%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.8M
219,366
+71%
增持
IQLT
ISHARES TR
+$3.8M
742,797
+8%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.8M
332,994
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.8M
82,123
+16%
增持
CWB
SPDR SER TR
+$3.7M
61,154
+484%
减持
—
ACCENTURE PLC IRELAND
-$3.7M
60,412
-12%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.6M
369,606
+23%
增持
VRT
VERTIV HOLDINGS CO
+$3.6M
79,443
+34%
增持
LQD
ISHARES TR
+$3.5M
177,218
+23%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.5M
284,832
+60%
增持
AMAT
APPLIED MATLS INC
+$3.4M
58,930
+11%
增持
VIGI
VANGUARD WHITEHALL FDS
+$3.4M
286,395
+14%
增持
GE
GENERAL ELECTRIC CO
+$3.4M
54,435
+14%
增持
DIS
DISNEY WALT CO
+$3.4M
100,597
+4%
减持
SGOV
ISHARES TR
-$3.4M
63,662
-35%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.4M
510,402
+16%
