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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 2增持 88减持 59清仓 1

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

-$68.0M

2,416,439 +0%

减持

AVGO BROADCOM INC

-$66.6M

993,215 -1%

增持

NVDA NVIDIA CORP

-$66.1M

3,129,146 +3%

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

IVE ISHARES S&P

+$47.7M

733,872 +52%

增持

BRK/B BERKSHIRE HATHAWAY

+$45.2M

338,352 +31%

减持

TSLA TESLA INC

-$44.5M

265,425 -6%

增持

OEF ISHARES S&P

+$39.1M

167,833 +663%

增持

MSFT MICROSOFT CORP

-$32.9M

950,530 +3%

增持

AMZN AMAZON COM

-$31.9M

1,271,045 +2%

减持

EFG ISHARES MSCI

-$31.2M

544,315 -38%

减持

IVV ISHARES CORE

-$25.7M

816,279 -1%

增持

SDVY FIRST TRUST

+$25.5M

1,481,182 +120%

增持

SPY SPDR S&P

-$24.3M

816,849 +24%

减持

DFAC DIMENSIONAL US

-$24.2M

3,890,479 -12%

增持

IEMG ISHARES CORE

+$23.5M

1,079,475 +62%

增持

QUAL ISHARES MSCI

+$22.4M

1,128,579 +18%

增持

BOND PIMCO ACTIVE

+$21.7M

830,789 +36%

增持

TLH ISHARES 10-20YR

+$21.7M

324,680 +171%

增持

FTGC FIRST TRUST

+$21.2M

921,393 +838%

增持

IAU ISHARES GOLD

+$20.8M

784,240 +53%

减持

DGCB DIMENSIONAL ETF TRUST

-$20.2M

337,182 -54%

减持

FXD FIRST TRUST

-$19.6M

25,097 -92%

减持

VUG VANGUARD GROWTH

-$19.2M

401,341 -2%

增持

PYLD PIMCO ENHANCED

+$19.0M

3,341,951 +25%

增持

FXU FIRST TRUST

+$18.6M

465,634 +3270%

增持

ABBV ABBVIE INC

+$18.5M

510,036 +3%

增持

AJG ARTHUR J

+$17.9M

206,676 +10%

增持

HEFA ISHARES CURRENCY

+$17.7M

606,227 +394%

减持

TLT ISHARES 20(plus)

-$17.5M

206,808 -50%

建仓

XTEN BONDBLOXX ETF TRUST

+$16.3M

350,912

减持

EFV ISHARES MSCI

-$15.2M

1,652,140 -23%

减持

VIOO VANGUARD S&P

-$15.0M

11,419 -92%

增持

GOOGL ALPHABET INC

-$14.7M

494,891 +3%

增持

— EXXON MOBIL

+$14.5M

692,744 +10%

增持

V VISA INC

+$14.2M

379,276 +1%

增持

UBER UBER TECHNOLOGIES

+$14.1M

379,718 +69%

增持

IBM INTL BUSINESS

+$14.1M

299,884 +9%

增持

GOOG ALPHABET INC

-$13.9M

603,261 +6%

减持

SPYM SPDR PORTFOLIO

-$13.8M

1,990,911 -5%

减持

CALF PACER U S

-$13.4M

564,262 -28%

减持

IFRA ISHARES TRUST

-$13.2M

28,918 -91%

增持

JNJ JOHNSON & JOHNSON

+$12.6M

333,821 +13%

增持

PULS PGIM ULTRA

+$12.6M

1,053,712 +31%

减持

IWY ISHARES RUSSELL

-$11.7M

156,531 -18%

增持

XMHQ INVESCO S&P

+$11.6M

273,681 +100%

增持

IBDU ISHARES TR

+$11.1M

1,180,527 +66%

减持

COR CENCORA INC

+$11.1M

223,506 -2%

增持

JPM JPMORGAN CHASE

+$10.9M

673,493 +5%

增持

ORCL ORACLE CORP

-$10.8M

532,969 +4%

减持

IBTM ISHARES IBONDS

-$10.7M

342,250 -59%

减持

FDN FIRST TRUST

-$10.4M

85,463 -29%

减持

IWF ISHARES RUSSELL

-$10.2M

195,688 -3%

增持

VEA VANGUARD FTSE

+$10.0M

2,019,376 +4%

减持

SPTL SPDR PORTFOLIO

-$10.0M

448,906 -47%

增持

GLD SPDR GOLD

+$9.7M

201,943 +1%

减持

QQQ INVESCO QQQ TR

-$9.7M

236,203 -4%

减持

IJR ISHARES CORE

-$9.6M

570,337 -5%

减持

EMXC ISHARES MSCI

-$9.5M

763,340 -18%

减持

GDEC FIRST TR EXCHNG TRADED FD VI

-$9.4M

28,236 -91%

减持

PLTR PALANTIR TECHNOLOGIES

-$9.3M

431,671 -31%

增持

NEAR ISHARES SHORT

+$9.3M

341,718 +113%

增持

BUFR FIRST TRUST

+$9.2M

2,317,440 +19%

减持

FXL FIRST TRUST

-$9.1M

23,843 -71%

减持

CVX CHEVRON CORP

+$8.8M

512,304 -3%

减持

TMUS T-MOBILE US

+$8.5M

215,548 -3%

减持

NOW SERVICENOW INC

-$8.1M

29,014 -2%

增持

CRWD CROWDSTRIKE HOLDINGS

+$8.1M

42,950 +107%

增持

FTCS FIRST TR EXCHANGE-TRADED FD

+$8.0M

201,010 +16%

增持

JPST JPMORGAN

+$8.0M

644,870 +32%

减持

DFGP DIMENSIONAL ETF TRUST

-$7.5M

132,188 -52%

增持

BNY BANK NEW YORK

+$7.5M

486,516 +12%

增持

LLY ELI LILLY

+$7.5M

121,924 +1%

建仓

THRO BLACKROCK ETF TRUST

+$7.4M

234,645

减持

IFV FIRST TRUST

-$7.4M

101,988 -79%

增持

NFLX NETFLIX INC

+$7.3M

52,760 +12%

增持

DTE DTE ENERGY

+$7.3M

336,467 +4%

增持

IQLT ISHARES MSCI

+$7.2M

1,106,723 +12%

减持

HON HONEYWELL INTL

-$7.1M

75,080 -26%

增持

USMV ISHARES MSCI

+$7.1M

516,823 +11%

减持

— EATON CORP

-$7.1M

97,940 -4%

增持

FMB FIRST TRUST

+$7.0M

455,622 +46%

增持

PM PHILIP MORRIS

+$6.9M

161,048 +4%

增持

SCHF SCHWAB INTL

+$6.9M

870,693 +55%

增持

CL COLGATE-PALMOLIVE

+$6.6M

473,663 +14%

减持

MBB ISHARES MBS

-$6.6M

600,135 -13%

增持

BSCT INVESCO BULLETSHARES

+$6.5M

489,617 +251%

减持

DFSV DIMENSIONAL US

-$6.4M

880,716 -13%

增持

CORP PIMCO INVESTMENT

+$6.3M

128,314 +99%

增持

DGRO ISHARES CORE

+$6.3M

685,791 +17%

增持

STIP ISHARES 0-5

+$6.3M

100,698 +143%

减持

CRM SALESFORCE INC

-$6.2M

94,026 -0%

增持

NEE NEXTERA ENERGY

+$6.2M

427,094 +27%

增持

DYNF ISHARES U S

+$6.2M

3,265,639 +9%

减持

ANET ARISTA NETWORKS

-$6.0M

127,146 -11%

增持

MTUM ISHARES MSCI

+$5.8M

214,996 +18%

增持

EMLC VANECK JPM

+$5.7M

303,452 +347%

增持

SNOW SNOWFLAKE INC

+$5.6M

50,425 +347%

增持

AMGN AMGEN INC

+$5.6M

75,784 +10%

增持

HAWX ISHARES CURRENCY

+$5.6M

188,976 +731%

减持

— ACCENTURE PLC

-$5.6M

67,344 -11%

增持

KLAC KLA CORP

+$5.6M

20,354 +55%

增持

AVDE AVANTIS INTL

+$5.5M

159,562 +91%

减持

EMR EMERSON ELECTRIC

-$5.5M

59,278 -39%

清仓

SECT NORTHERN LTS FD TR IV

-$5.4M

0 -100%

增持

SPDW SPDR DEVELOPED

+$5.4M

674,357 +20%

减持

EW EDWARDS LIFESCIENCES CORP

-$5.4M

32,972 -68%

增持

RDVY FIRST TRUST

+$5.3M

898,120 +12%

增持

CGDV CAPITAL GROUP

+$5.3M

1,253,604 +12%

减持

JEPQ JPMORGAN

-$5.2M

294,175 -19%

减持

GPIX GOLDMAN SACHS

-$5.1M

57,903 -63%

减持

ESGU ISHARES ESG

-$5.1M

119,728 -22%

减持

ROK ROCKWELL AUTOMATION

-$5.1M

19,121 -45%

增持

COWZ PACER US

+$5.0M

437,508 +30%

增持

BLK BLACKROCK FDG

-$5.0M

68,596 +1%

减持

BUFD FIRST TRUST

-$4.9M

477,699 -28%

增持

CLIP GLOBAL X

+$4.9M

52,521 +1431%

减持

TMO THERMO FISHER

-$4.9M

21,980 -28%

增持

USFR WISDOMTREE FLOATING

+$4.9M

171,725 +129%

减持

FTV FORTIVE CORP

-$4.8M

12,983 -83%

减持

DFLV DIMENSIONAL ETF TRUST

-$4.8M

682,123 -20%

增持

SPYV SPDR PORTFOLIO

+$4.8M

514,102 +23%

增持

GDX VANECK GOLD

+$4.7M

359,558 +18%

增持

VOO VANGUARD S&P

-$4.7M

500,951 +3%

减持

MSCI MSCI INC

-$4.7M

4,238 -64%

减持

AMD ADVANCED MICRO

-$4.7M

190,702 -5%

增持

TJX TJX COS

+$4.7M

438,475 +9%

增持

PGR PROGRESSIVE CORP

+$4.7M

61,872 +15%

增持

MRVL MARVELL TECHNOLOGY

-$4.7M

188,376 +28%

增持

BABA ALIBABA GROUP

+$4.7M

83,874 +10%

减持

DFAI DIMENSIONAL INTL

-$4.6M

463,844 -29%

增持

CGXU CAPITAL GROUP

+$4.6M

1,183,008 +20%

增持

USMC PRINCIPAL US

+$4.6M

271,318 +51%

增持

COST COSTCO WHOLESALE

+$4.6M

86,504 +3%

减持

VBK VANGUARD SMALL

-$4.6M

113,858 -4%

增持

SHV ISHARES SHORT

+$4.5M

92,891 +76%

增持

DVYE ISHARES EMERGING

+$4.4M

204,303 +347%

减持

MRK MERCK & COMPANY

-$4.4M

406,366 -1%

增持

AVEM AVANTIS EMERGING

+$4.4M

149,863 +90%

减持

DFCF DIMENSIONAL ETF TRUST

-$4.4M

67,670 -61%

减持

VRT VERTIV HOLDINGS

-$4.4M

89,670 -6%

减持

BIZD VANECK BDC

-$4.3M

186,202 -58%

减持

CWB SPDR BLOOMBERG

-$4.3M

10,618 -84%

增持

FISR SPDR SSGA

+$4.3M

721,022 +27%

增持

BND VANGUARD TOTAL

+$4.2M

1,001,404 +4%

增持

JAAA JANUS HENDERSON

+$4.2M

262,844 +47%

增持

DGRW WISDOMTREE US

+$4.2M

586,302 +11%

增持

CVS CVS HEALTH

+$4.1M

99,176 +73%

减持

IEFA ISHARES CORE

+$4.1M

922,958 -1%

减持

IWM ISHARES RUSSELL

-$4.1M

109,448 -7%

增持

— LINDE PLC

+$4.1M

47,015 +11%