小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 150 项建仓 7增持 110减持 33

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORP

+$162.4M

3,158,677 +1%

增持

MSFT MICROSOFT CORP

+$154.1M

1,027,238 +8%

增持

AVGO BROADCOM INC

+$112.1M

1,010,002 +2%

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

JPM JPMORGAN CHASE

+$75.6M

830,470 +23%

增持

THRO BLACKROCK ETF TRUST

+$69.4M

2,159,305 +820%

增持

EFV ISHARES MSCI

+$62.4M

2,517,628 +52%

增持

AMZN AMAZON COM

+$57.1M

1,362,373 +7%

减持

IVV ISHARES CORE

-$54.8M

650,508 -20%

增持

VOO VANGUARD INDEX FDS

+$44.7M

531,966 +6%

增持

SNX TD SYNNEX

+$43.7M

325,159 +8479%

增持

META META PLATFORMS

+$43.3M

217,744 +7%

增持

PM PHILIP MORRIS

+$40.4M

362,312 +125%

增持

T AT&T INC

+$39.2M

1,818,446 +282%

增持

TSLA TESLA INC

+$39.1M

341,286 +29%

减持

PSA PUBLIC STORAGE

-$37.6M

26,149 -83%

增持

IAGG ISHARES CORE

+$37.2M

730,767 +23773%

增持

SPYM SPDR PORTFOLIO

+$36.8M

2,307,503 +16%

增持

IEMG ISHARES CORE

+$35.8M

1,567,448 +45%

增持

SNY SANOFI

+$33.2M

731,208 +1853%

减持

AVY AVERY DENNISON CORP

-$33.1M

21,297 -90%

增持

VUG VANGUARD GROWTH

+$32.6M

413,727 +3%

增持

OEF ISHARES S&P

+$32.5M

256,235 +53%

增持

AAPL APPLE INC

-$30.3M

2,523,030 +4%

增持

BAI BLACKROCK ETF TRUST

+$29.5M

1,022,658 +335198%

减持

UNH UNITEDHEALTH GROUP

-$28.6M

115,115 -7%

增持

PLTR PALANTIR TECHNOLOGIES

+$27.8M

471,168 +9%

减持

EMXC ISHARES INC

-$27.3M

234,383 -69%

增持

DYNF BLACKROCK ETF TRUST

+$25.1M

3,385,577 +4%

增持

BIL SPDR BLOOMBERG

+$24.8M

494,824 +120%

增持

NFLX NETFLIX INC

+$24.7M

55,170 +5%

减持

SPY SPDR S&P

+$24.2M

595,116 -27%

增持

TLH ISHARES 10-20YR

+$23.3M

561,108 +73%

增持

QGRO AMERICAN CENTURY

+$23.2M

216,614 +4973%

增持

VTI VANGUARD INDEX FDS

+$23.1M

396,009 +12%

减持

NVO NOVO NORDISK

-$22.4M

109,954 -75%

增持

QUAL ISHARES MSCI

+$22.1M

1,175,664 +4%

增持

QQQ INVESCO QQQ TR

+$22.0M

243,487 +3%

增持

GOOG ALPHABET INC

+$20.5M

646,988 +7%

减持

AMAT APPLIED MATERIALS

-$20.3M

126,439 -58%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$20.0M

320,768 +7%

增持

QQXT FIRST TR EXCHANGE-TRADED FD

+$19.9M

202,813 +20428%

增持

CGGO CAPITAL GROUP

+$17.8M

1,366,646 +50%

增持

VEA VANGUARD FTSE

+$17.1M

2,100,250 +4%

减持

QTEC FIRST TR EXCHANGE-TRADED FD

-$16.8M

27,889 -79%

减持

HEFA ISHARES CURRENCY

-$16.6M

141,189 -77%

建仓

CGNG CAPITAL GROUP

+$16.6M

576,180

增持

CAT CATERPILLAR INC

+$16.5M

216,659 +6%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$16.4M

551,136 +111%

减持

SDVY FIRST TR EXCHANGE-TRADED FD

-$16.0M

953,881 -36%

增持

IEFA ISHARES CORE

+$15.9M

1,027,383 +11%

增持

HEGD LISTED FDS TR

+$15.8M

1,174,364 +118%

增持

GLD SPDR GOLD

+$15.7M

242,398 +20%

增持

GBIL GOLDMAN SACHS

+$15.4M

374,558 +70%

减持

CVX CHEVRON CORP

-$14.9M

494,604 -3%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$14.3M

328,181 +25%

减持

CGDV CAPITAL GROUP

-$13.8M

780,803 -38%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$13.8M

916,646 +42%

增持

WFC WELLS FARGO

+$13.7M

1,002,282 +8%

增持

TSM TAIWAN SEMICONDUCTOR

+$13.7M

174,760 +12%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$13.7M

162,434 +35%

建仓

CGMM CAPITAL GROUP

+$13.6M

505,750

建仓

CGIC CAPITAL GROUP

+$13.4M

460,367

增持

UBER UBER TECHNOLOGIES

+$12.6M

431,519 +14%

建仓

CGGE CAPITAL GROUP

+$12.5M

429,848

增持

AMD ADVANCED MICRO

+$12.1M

223,615 +17%

增持

GOOGL ALPHABET INC

+$11.9M

501,801 +1%

增持

— EATON CORP

+$11.7M

107,384 +10%

减持

FV FIRST TR EXCHANGE TRADED FD

-$11.6M

843,902 -25%

增持

NOW SERVICENOW INC

+$11.4M

33,536 +16%

增持

DFAI DIMENSIONAL ETF TRUST

+$11.2M

744,209 +60%

增持

GEV GE VERNOVA

+$11.2M

38,012 +31%

增持

VTV VANGUARD INDEX FDS

+$10.9M

914,543 +5%

减持

BRK/B BERKSHIRE HATHAWAY

-$10.8M

327,843 -3%

增持

IBIT ISHARES BITCOIN

+$10.8M

516,704 +64%

增持

STIP ISHARES 0-5

+$10.8M

205,736 +104%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$10.7M

475,953 +62%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$10.5M

2,495,086 +8%

增持

VO VANGUARD INDEX FDS

+$10.1M

290,919 +6%

减持

IWF ISHARES RUSSELL

+$9.8M

189,594 -3%

增持

BLK BLACKROCK FDG

+$9.5M

70,941 +3%

增持

FSCS FIRST TR EXCHANGE TRADED FD

+$9.5M

347,221 +312%

建仓

ENDW EA SERIES TRUST

+$9.4M

335,462

减持

FIXD FIRST TR EXCHNG TRADED FD VI

-$9.4M

479,228 -31%

增持

GE GE AEROSPACE

+$9.0M

103,070 +18%

减持

CALF PACER FDS TR

-$8.8M

310,134 -45%

减持

IYW ISHARES TECHNOLOGY

+$8.8M

517,376 -10%

增持

SLQD ISHARES

+$8.8M

283,086 +157%

增持

PYLD PIMCO ENHANCED

+$8.5M

3,640,171 +9%

减持

WMT WALMART INC

+$8.4M

943,850 -1%

增持

JMST J P MORGAN EXCHANGE TRADED F

+$8.4M

427,220 +63%

增持

CRWD CROWDSTRIKE HLDGS INC

+$8.1M

45,613 +6%

增持

MINT PIMCO EHNANCED

+$7.9M

198,805 +66%

增持

CEG CONSTELLATION ENERGY

+$7.9M

54,821 +13%

增持

PTLC PACER FDS TR

+$7.8M

288,673 +116%

增持

MRVL MARVELL TECHNOLOGY

+$7.8M

250,253 +33%

增持

VONG VANGUARD RUSSELL

+$7.7M

341,965 +7%

减持

ORCL ORACLE CORP

-$7.7M

305,532 -43%

减持

— MEDTRONIC PLC

-$7.7M

136,203 -37%

增持

IUSV ISHARES CORE

+$7.6M

119,799 +197%

减持

MTUM ISHARES MSCI

+$7.6M

212,431 -1%

减持

MRK MERCK & CO INC

-$7.5M

366,389 -10%

增持

C CITIGROUP INC

+$7.4M

195,867 +50%

增持

INTU INTUIT

+$7.4M

30,361 +13%

增持

SLV ISHARES SILVER

+$7.4M

619,500 +46%

增持

VWO VANGUARD FSTE

+$7.3M

1,089,517 +6%

增持

CSCO CISCO SYS INC

+$7.3M

463,155 +15%

增持

CCJ CAMECO CORP

+$7.1M

181,824 +17%

增持

SCHG SCHWAB STRATEGIC TR

+$7.1M

645,962 +38%

建仓

JPIB JPMORGAN

+$7.1M

146,101

减持

SPLV INVESCO EXCH TRADED FD TR II

-$7.0M

124,743 -42%

增持

EFG ISHARES MSCI

+$7.0M

548,610 +1%

减持

NEE NEXTERA ENERGY

-$7.0M

335,295 -21%

增持

VB VANGUARD INDEX FDS

+$7.0M

194,596 +10%

增持

MSTR MICROSTRATEGY INC

+$6.8M

49,867 +7%

增持

HWM HOWMET AEROSPACE

+$6.7M

75,472 +33%

减持

DFAC DIMENSIONAL ETF TRUST

-$6.5M

3,400,504 -13%

增持

VGT VANGUARD INFORMATION

+$6.1M

24,336 +31%

增持

PANW PALO ALTO

+$6.0M

113,885 +13%

减持

SAP SAP SE

+$6.0M

189,485 -2%

增持

VOT VANGUARD INDEX FDS

+$5.9M

128,162 +3%

增持

BNY BANK NEW YORK

+$5.9M

513,123 +5%

增持

RDVY FIRST TR EXCHANGE TRADED FD

+$5.9M

931,960 +4%

增持

EOSE EOS ENERGY

+$5.9M

2,371,792 +43%

增持

MU MICRON TECHNOLOGY INC

+$5.8M

105,931 +28%

减持

VST VISTRA CORP

+$5.8M

106,800 -16%

增持

IQLT ISHARES MSCI

+$5.6M

1,146,847 +4%

增持

CGXU CAPITAL GROUP

+$5.6M

1,273,119 +8%

建仓

AFOS EA SERIES TRUST

+$5.4M

212,028

增持

BAC BANK AMERICA

+$5.4M

700,938 +5%

增持

TMUS T-MOBILE US

-$5.4M

218,803 +2%

增持

AXP AMERICAN EXPRESS

+$5.3M

72,277 +10%

增持

VIG VANGUARD DIVIDEND

+$5.3M

326,402 +3%

增持

SMH VANECK ETF TRUST

+$5.3M

31,787 +87%

增持

HOOD ROBINHOOD MARKETS

+$5.3M

89,676 +19%

增持

COWG PACER FDS TR

+$5.2M

173,159 +517%

增持

FPX FIRST TR EXCHANGE-TRADED FD

+$5.2M

42,669 +388%

减持

SPDW SPDR DEVELOPED

-$5.2M

478,412 -29%

增持

IWP ISHARES RUSSELL

+$5.1M

90,850 +43%

增持

XLK SELECT SECTOR SPDR TR

+$5.1M

92,630 +4%

增持

KLAC KLA CORP

+$5.1M

21,158 +4%

增持

CIBR FIRST TR EXCHANGE TRADED FD

+$5.1M

172,215 +37%

增持

GSLC GOLDMAN SACHS

+$5.1M

66,641 +145%

增持

GRNY TIDAL TRUST I

+$5.1M

295,097 +231%

减持

IWY ISHARES RUSSELL

+$5.0M

154,374 -1%

增持

DELL DELL TECHNOLOGIES

+$5.0M

58,009 +147%

增持

VCLT VANGUARD LONG

+$5.0M

186,473 +54%

减持

IBTI ISHARES TR

-$5.0M

1,266,678 -15%

增持

RSPC INVESCO EXCHANGE TRADED FD T

+$4.9M

166,495 +305%

增持

VGIT VANGUARD INTERMEDIATE

+$4.9M

129,303 +170%

减持

CLIP GLOBAL X

-$4.9M

3,878 -93%