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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 100
减持 34
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$69.9M
68,217
增持
AAPL
APPLE INC
+$68.2M
2,415,121
+5%
增持
AVGO
BROADCOM INC
+$67.6M
1,004,411
+5%
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
—
BLACKROCK INC
-$62.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$53.3M
1,247,668
+5%
增持
IVV
ISHARES TR
+$52.5M
822,886
+10%
增持
TSLA
TESLA INC
+$49.7M
280,932
+15%
增持
DYNF
BLACKROCK ETF TRUST
+$44.3M
2,986,856
+36%
减持
ADI
ANALOG DEVICES INC
-$38.9M
96,989
-63%
减持
AMT
AMERICAN TOWER CORP NEW
-$38.6M
74,076
-67%
清仓
—
ISHARES IBONDS
-$37.6M
0
-100%
增持
QUAL
ISHARES TR
+$36.6M
957,359
+28%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$34.7M
275,024
+136%
增持
IVW
ISHARES TR
+$34.4M
1,857,847
+15%
减持
MDLZ
MONDELEZ INTL INC
-$34.3M
172,649
-71%
增持
MTUM
ISHARES TR
+$33.9M
181,940
+883%
减持
NVDA
NVIDIA CORPORATION
+$33.6M
3,043,850
-5%
增持
BNY
BANK NEW YORK MELLON CORP
+$31.4M
433,202
+1557%
增持
CL
COLGATE PALMOLIVE CO
+$30.4M
415,168
+490%
增持
SPYM
SPDR SER TR
+$27.5M
2,099,841
+21%
增持
JPM
JPMORGAN CHASE & CO.
+$26.7M
643,658
+6%
增持
IVE
ISHARES TR
+$25.1M
483,082
+42%
增持
GOOG
ALPHABET INC
+$23.4M
567,759
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$23.3M
623,721
+3%
增持
MSFT
MICROSOFT CORP
+$20.4M
924,536
+8%
增持
PYLD
PIMCO ETF TR
+$19.3M
2,665,476
+43%
增持
V
VISA INC
+$18.6M
375,786
+3%
增持
META
META PLATFORMS INC
+$17.7M
195,574
+16%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$17.4M
26,445
-87%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$17.1M
328,568
+2440%
增持
VUG
VANGUARD INDEX FDS
+$16.9M
409,440
+4%
增持
VTI
VANGUARD INDEX FDS
+$16.9M
327,505
+19%
清仓
—
ISHARES TR
-$16.8M
0
-100%
增持
IYW
ISHARES TR
+$16.3M
526,572
+18%
增持
GOOGL
ALPHABET INC
+$15.9M
482,100
+6%
增持
IAU
ISHARES GOLD TR
+$15.8M
513,450
+166%
建仓
ANET
ARISTA NETWORKS INC
+$15.8M
143,078
减持
LLY
ELI LILLY & CO
-$14.9M
120,747
-1%
增持
PULS
PGIM ETF TR
+$14.6M
803,452
+59%
减持
IWM
ISHARES TR
-$14.2M
117,436
-39%
增持
MUB
ISHARES TR
+$14.0M
249,375
+115%
清仓
—
ISHARES TR
-$13.8M
0
-100%
增持
WMT
WALMART INC
+$13.8M
919,527
+7%
增持
WFC
WELLS FARGO CO NEW
+$13.5M
944,912
+1%
增持
IBTG
ISHARES TR
+$13.1M
2,018,258
+41%
增持
SCHD
SCHWAB STRATEGIC TR
-$11.8M
927,418
+111%
减持
IEF
ISHARES TR
-$11.6M
176,795
-38%
增持
EFV
ISHARES TR
+$11.6M
2,144,814
+22%
增持
BOND
PIMCO ETF TR
+$11.3M
609,082
+32%
增持
IBDS
ISHARES TR
+$11.3M
640,145
+285%
增持
IBTI
ISHARES TR
+$11.2M
1,572,636
+53%
增持
NFLX
NETFLIX INC
+$10.9M
46,984
+8%
减持
AGG
ISHARES TR
-$10.9M
818,795
-8%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$10.6M
673,608
+81%
增持
MBB
ISHARES TR
+$10.5M
686,274
+25%
建仓
GSC
GOLDMAN SACHS ETF TR
+$10.3M
201,467
增持
AVLV
AMERICAN CENTY ETF TR
+$10.3M
224,602
+213%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$10.0M
1,955,523
+18%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$9.7M
290,772
+38%
增持
BINC
BLACKROCK ETF TRUST II
+$9.7M
746,281
+37%
增持
NVO
NOVO-NORDISK A S
-$9.5M
334,968
+4%
增持
VO
VANGUARD INDEX FDS
+$9.3M
265,465
+15%
建仓
IBMQ
ISHARES TR
+$9.3M
370,144
减持
TLT
ISHARES TR
-$9.2M
415,675
-10%
增持
EFG
ISHARES TR
+$9.0M
884,259
+24%
减持
AMD
ADVANCED MICRO DEVICES INC
-$8.8M
201,201
-0%
清仓
—
ARISTA NETWORKS INC
-$8.8M
0
-100%
增持
IUSB
ISHARES TR
+$8.7M
2,843,715
+12%
增持
IJR
ISHARES TR
+$8.5M
601,241
+16%
减持
USIG
ISHARES TR
-$8.5M
31,584
-84%
减持
IGEB
ISHARES TR
-$8.5M
22,941
-89%
减持
CAT
CATERPILLAR INC
-$8.2M
185,896
-4%
增持
MSTR
MICROSTRATEGY INC
+$8.0M
43,091
+62%
增持
EMXC
ISHARES INC
+$7.9M
930,289
+30%
增持
UNH
UNITEDHEALTH GROUP INC
-$7.6M
124,327
+3%
增持
PSA
PUBLIC STORAGE OPER CO
-$7.6M
142,242
+3%
增持
AMAT
APPLIED MATLS INC
-$7.5M
242,248
+4%
增持
MA
MASTERCARD INCORPORATED
+$7.2M
78,640
+13%
增持
ZALT
INNOVATOR ETFS TRUST
+$7.2M
276,862
+658%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$7.1M
1,258,089
+10%
增持
MRVL
MARVELL TECHNOLOGY INC
+$7.0M
147,195
+14%
增持
IEMG
ISHARES INC
+$6.8M
666,253
+37%
减持
NJAN
INNOVATOR ETFS TRUST
-$6.5M
257,252
-37%
增持
CRM
SALESFORCE INC
+$6.5M
94,140
+3%
增持
TJX
TJX COS INC NEW
+$6.5M
403,246
+12%
清仓
BAPR
INNOVATOR ETFS TRUST
-$6.4M
0
-100%
减持
DFIC
DIMENSIONAL ETF TRUST
-$6.4M
1,229,580
-9%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$6.3M
202,464
+1664%
减持
FLJP
FRANKLIN TEMPLETON
-$6.3M
384
-100%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$6.3M
248,914
增持
HON
HONEYWELL INTL INC
+$6.3M
101,992
+26%
减持
LQD
ISHARES TR
-$6.1M
64,078
-44%
减持
CALF
PACER FDS TR
-$6.1M
784,363
-10%
建仓
LRCX
LAM RESEARCH CORP
+$6.0M
83,427
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.0M
363,142
+37%
增持
MAR
MARRIOTT INTL INC NEW
+$5.9M
31,922
+165%
减持
PFE
PFIZER INC
-$5.8M
414,555
-28%
增持
NOW
SERVICENOW INC
+$5.7M
29,470
+3%
增持
EMR
EMERSON ELEC CO
+$5.6M
96,420
+67%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.5M
270,841
-19%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$5.4M
120,799
+7%
增持
QQQ
INVESCO QQQ TR
+$5.4M
245,451
+0%
清仓
—
INVESCO BULLETSHARES
-$5.4M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$5.4M
140,151
+198%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$5.3M
1,937,208
+4%
减持
USMV
ISHARES TR
-$5.3M
465,141
-9%
增持
MBS
ANGEL OAK FUNDS TRUST
+$5.3M
637,624
+3072%
增持
ESGU
ISHARES TR
+$5.3M
152,774
+34%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$5.3M
909,513
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
257,386
+6%
减持
IBDU
ISHARES TR
-$5.2M
711,852
-22%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.2M
319,956
-7%
减持
DFLV
DIMENSIONAL ETF TRUST
-$5.1M
855,266
-14%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$5.0M
583,728
+81%
增持
VST
VISTRA CORP
+$5.0M
113,477
+26%
增持
ROK
ROCKWELL AUTOMATION INC
+$5.0M
34,998
+87%
减持
IWF
ISHARES TR
+$5.0M
201,423
-0%
增持
AVY
AVERY DENNISON CORP
-$4.9M
186,676
+4%
清仓
—
LAM RESEARCH CORP
-$4.8M
0
-100%
减持
PJAN
INNOVATOR ETFS TRUST
-$4.8M
36,045
-77%
增持
IWY
ISHARES TR
+$4.8M
189,905
+5%
减持
DFAI
DIMENSIONAL ETF TRUST
-$4.8M
655,328
-13%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$4.7M
525,617
+89%
建仓
UXOC
FIRST TR EXCHNG TRADED FD VI
+$4.7M
154,333
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.7M
489,906
+24%
增持
BKNG
BOOKING HOLDINGS INC
+$4.6M
2,672
+30%
清仓
—
SUPER MICRO COMPUTER INC
-$4.6M
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.5M
111,056
+151%
减持
GDX
VANECK ETF TRUST
-$4.4M
305,410
-18%
减持
VOO
VANGUARD INDEX FDS
-$4.4M
486,563
-4%
减持
DFAC
DIMENSIONAL ETF TRUST
-$4.4M
4,410,112
-4%
增持
GEV
GE VERNOVA INC
+$4.4M
25,803
+61%
增持
CWB
SPDR SER TR
+$4.4M
65,842
+568%
增持
IWD
ISHARES TR
+$4.4M
135,498
+24%
减持
VBR
VANGUARD INDEX FDS
-$4.3M
140,785
-12%
减持
DGCB
DIMENSIONAL ETF TRUST
-$4.3M
725,258
-6%
增持
DIS
DISNEY WALT CO
+$4.3M
125,760
+24%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.2M
408,791
+20%
增持
SAP
SAP SE
+$4.2M
202,064
+2%
增持
JAAA
JANUS DETROIT STR TR
+$4.2M
179,357
+87%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.2M
136,924
+4%
增持
TSLR
GRANITESHARES ETF TR
+$4.2M
106,240
+474%
增持
XLF
SELECT SECTOR SPDR TR
+$4.2M
452,748
+16%
增持
BAC
BANK AMERICA CORP
+$4.2M
618,080
+7%
增持
HYDB
ISHARES TR
+$4.1M
86,887
+27928%
增持
IJH
ISHARES TR
+$4.0M
436,861
+17%
增持
COST
COSTCO WHSL CORP NEW
+$4.0M
84,274
+2%
减持
MPWR
MONOLITHIC PWR SYS INC
-$4.0M
9,851
-7%
增持
IWB
ISHARES TR
+$4.0M
125,000
+8%
增持
TPR
TAPESTRY INC
+$3.9M
71,998
+349%