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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 123
减持 25
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$65.0M
2,303,121
+3%
增持
EFV
ISHARES TR
+$60.7M
1,755,135
+131%
增持
DFAC
DIMENSIONAL ETF TRUST
+$58.0M
4,577,800
+49%
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
IVV
ISHARES TR
+$42.5M
748,806
+5%
增持
DGCB
DIMENSIONAL ETF TRUST
+$39.4M
773,556
+1257%
减持
MRK
MERCK & CO INC
-$36.4M
393,886
-40%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$34.5M
1,887,542
+2270%
增持
TJX
TJX COS INC NEW
+$33.0M
359,515
+329%
减持
FLOT
ISHARES TR
-$31.3M
71,218
-90%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.4M
242,084
+20%
增持
IUSB
ISHARES TR
+$23.6M
2,543,773
+19%
增持
VOO
VANGUARD INDEX FDS
+$23.5M
505,257
+4%
增持
PULS
PGIM ETF TR
+$22.5M
506,604
+843%
增持
VTV
VANGUARD INDEX FDS
+$20.8M
855,112
+7%
增持
META
META PLATFORMS INC
+$20.8M
169,083
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$19.2M
710,690
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$19.0M
2,199,575
+15%
建仓
IBTM
ISHARES IBONDS
+$18.8M
801,141
增持
IBTI
ISHARES IBONDS
+$18.7M
1,030,736
+400%
增持
WMT
WALMART INC
+$17.8M
857,563
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$17.6M
605,089
+11%
增持
QUAL
ISHARES TR
+$17.1M
746,726
+9%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$17.0M
156,874
+326721%
增持
IVW
ISHARES TR
+$16.7M
1,610,860
+8%
增持
TSLA
TESLA INC
+$16.5M
244,207
+3%
增持
HD
HOME DEPOT INC
+$16.0M
183,602
+8%
减持
—
ISHARES IBONDS
-$15.7M
1,398,485
-33%
增持
EMXC
ISHARES INC
+$15.6M
715,442
+51%
增持
DFSV
DIMENSIONAL ETF TRUST
+$14.9M
966,045
+88%
增持
ORCL
ORACLE CORP
+$14.7M
496,451
+0%
减持
HEFA
ISHARES TR
-$14.6M
113,547
-78%
增持
DUHP
DIMENSIONAL ETF TRUST
+$13.9M
895,056
+72%
增持
ABBV
ABBVIE INC
+$13.6M
452,918
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$13.3M
1,355,006
+44%
增持
IEF
ISHARES TR
+$13.2M
284,803
+81%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$13.2M
768,305
+53%
增持
AVGO
BROADCOM INC
+$12.7M
957,774
+908%
增持
BINC
BLACKROCK ETF TRUST II
+$12.6M
544,507
+72%
增持
DGRW
WISDOMTREE TR
+$12.5M
509,686
+33%
增持
IBDU
ISHARES IBONDS
+$12.5M
912,066
+131%
增持
PYLD
PIMCO ETF TR
+$12.3M
1,870,009
+28%
增持
IJR
ISHARES TR
+$12.2M
519,243
+14%
减持
GOOG
ALPHABET INC
-$12.0M
507,019
-4%
增持
CAT
CATERPILLAR INC
+$12.0M
193,447
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$11.9M
373,308
+64%
增持
IBDV
ISHARES IBONDS
+$11.9M
632,117
+541%
减持
—
ISHARES TR
-$11.8M
1,003,593
-33%
增持
IVE
ISHARES TR
+$11.7M
340,542
+12%
增持
VUG
VANGUARD INDEX FDS
+$11.4M
393,777
+5%
减持
IBHF
ISHARES IBONDS
-$11.2M
51,691
-90%
增持
—
BLACKROCK INC
+$11.2M
65,428
+1%
减持
SYLD
CAMBRIA ETF
-$11.1M
1,113
-99%
减持
IBDX
ISHARES IBONDS
-$11.1M
78,431
-85%
增持
SPAB
SPDR SER TR
+$11.0M
1,875,253
+24%
增持
PSA
PUBLIC STORAGE OPER CO
+$10.8M
137,845
+1%
增持
DFGP
DIMENSIONAL ETF TRUST
+$10.7M
277,935
+220%
增持
SPYM
SPDR SER TR
+$10.7M
1,736,502
+4%
增持
TMUS
T-MOBILE US INC
+$10.5M
230,885
+9%
增持
FISR
SSGA ACTIVE TR
+$10.3M
567,304
+204%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$10.0M
210,661
+91%
增持
VTI
VANGUARD INDEX FDS
+$9.9M
275,649
+8%
增持
V
VISA INC
+$9.6M
364,254
+6%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$9.5M
1,659,969
+20%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$9.5M
676,732
+34%
增持
EFG
ISHARES TR
+$9.3M
711,917
+8%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$9.2M
761,509
+16%
增持
AMZN
AMAZON COM INC
+$9.0M
1,183,083
+8%
增持
MBB
ISHARES TR
+$9.0M
547,596
+16%
增持
BIL
SPDR SER TR
+$8.9M
247,494
+64%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$8.7M
606,099
+10%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$8.3M
371,566
+140%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.3M
551,483
+42%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.2M
1,855,354
+2%
增持
DTE
DTE ENERGY CO
+$8.1M
317,208
+8%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.0M
994,885
+16%
增持
DFUS
DIMENSIONAL ETF TRUST
+$7.9M
141,464
+814%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$7.9M
1,140,456
+18%
减持
UNH
UNITEDHEALTH GROUP INC
+$7.8M
120,598
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$7.8M
192,260
+1%
增持
IWM
ISHARES TR
+$7.6M
191,509
+20%
增持
GLD
SPDR GOLD TR
+$7.4M
197,476
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.3M
341,128
+28%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.1M
116,354
+8%
增持
MA
MASTERCARD INCORPORATED
+$7.1M
69,323
+13%
增持
NVO
NOVO-NORDISK A S
-$7.1M
322,155
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$7.1M
98,035
+279%
增持
IWY
ISHARES TR
+$7.0M
181,230
+18%
减持
NVDA
NVIDIA CORPORATION
-$6.8M
3,203,295
-2%
增持
IEFA
ISHARES TR
+$6.8M
881,635
+3%
增持
NEE
NEXTERA ENERGY INC
+$6.8M
301,260
+14%
增持
VTEB
VANGUARD MUN BD FDS
+$6.7M
430,031
+41%
增持
CRM
SALESFORCE INC
+$6.7M
91,133
+29%
增持
PGR
PROGRESSIVE CORP
+$6.7M
51,387
+69%
减持
FYX
FIRST TRUST
-$6.7M
5,155
-94%
增持
VO
VANGUARD INDEX FDS
+$6.4M
230,352
+3%
增持
TLH
ISHARES TR
+$6.4M
110,417
+101%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$6.4M
0
-100%
增持
MCD
MCDONALDS CORP
+$6.4M
119,007
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.3M
943,439
+6%
增持
JNJ
JOHNSON & JOHNSON
+$6.2M
280,737
+5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$6.2M
244,779
+74%
减持
AMT
AMERICAN TOWER CORP NEW
+$6.1M
224,509
-5%
减持
DFAS
DIMENSIONAL ETF TRUST
-$6.1M
126,154
-47%
增持
NOW
SERVICENOW INC
+$6.0M
28,509
+15%
减持
CVX
CHEVRON CORP NEW
-$6.0M
499,796
-2%
减持
MU
MICRON TECHNOLOGY INC
-$6.0M
62,808
-34%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$6.0M
11,824
-60%
增持
MDLZ
MONDELEZ INTL INC
+$6.0M
605,301
+3%
增持
COST
COSTCO WHSL CORP NEW
+$5.9M
82,587
+4%
增持
TLT
ISHARES TR
+$5.9M
463,929
+8%
减持
—
SUPER MICRO COMPUTER INC
-$5.9M
11,118
-13%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$5.8M
774,464
+21%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$5.8M
457,262
+68%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$5.8M
85,152
+472%
增持
ITW
ILLINOIS TOOL WKS INC
+$5.8M
181,114
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.7M
269,415
+4%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$5.7M
276,509
+71%
增持
—
MEDTRONIC PLC
+$5.6M
169,984
+38%
增持
SAP
SAP SE
+$5.6M
198,757
+0%
增持
FDV
FEDERATED HERMES ETF TRUST
+$5.6M
231,887
+554%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.6M
556,745
+18%
增持
QEFA
SPDR INDEX SHS FDS
+$5.5M
131,175
+95%
增持
KKR
KKR & CO INC
+$5.5M
48,027
+556%
增持
FTV
FORTIVE CORP
+$5.4M
69,961
+5819%
增持
RTX
RTX CORP
+$5.4M
149,365
+18%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.3M
342,555
+0%
增持
EMBD
GLOBAL X FDS
+$5.3M
1,808,807
+9%
增持
ACP
ABRDN INCOME CREDIT STRATEGI
+$5.3M
875,167
+1034%
减持
IEMG
ISHARES INC
-$5.2M
487,516
-21%
减持
ALLY
ALLY FINANCIAL
-$5.1M
1,820
-99%
减持
IWF
ISHARES TR
-$5.1M
202,236
-9%
增持
EOSE
EOS ENERGY ENTERPRISES INC
+$5.1M
2,826,641
+9%
增持
AXP
AMERICAN EXPRESS CO
+$5.0M
73,168
+14%
增持
BND
VANGUARD BD INDEX FDS
+$5.0M
876,149
+4%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$5.0M
213,150
+31%
增持
GE
GE AEROSPACE
+$4.9M
81,137
+24%
增持
—
ACCENTURE PLC IRELAND
+$4.8M
71,753
+6%
增持
VST
VISTRA CORP
+$4.8M
89,958
+32%
增持
BIV
VANGUARD BD INDEX FDS
+$4.8M
148,499
+63%
增持
BLV
VANGUARD BD INDEX FDS
+$4.8M
148,205
+64%
减持
TM
TOYOTA MOTOR CORP
-$4.8M
7,157
-76%
减持
ITAN
EA SERIES TRUST
-$4.8M
40,056
-81%
增持
DISV
DIMENSIONAL ETF TRUST
+$4.8M
374,182
+66%
增持
LOW
LOWES COS INC
+$4.8M
78,195
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$4.8M
195,022
-18%
增持
USMV
ISHARES TR
+$4.7M
510,584
+2%
减持
SPIP
SPDR SER TR
-$4.7M
20,898
-90%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.7M
29,646
+20%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$4.7M
106,385
+1731%
增持
TSCO
TRACTOR SUPPLY CO
+$4.7M
157,488
+3%
