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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 109
减持 37
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$96.4M
2,419,154
-4%
增持
NVDA
NVIDIA CORP
+$90.3M
3,266,905
+3%
增持
DYNF
ISHARES U S
+$73.7M
4,358,804
+29%
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
OEF
ISHARES S&P
+$69.6M
443,328
+73%
增持
IVV
ISHARES CORE
+$67.7M
704,663
+8%
增持
BAI
ISHARES A I
+$62.1M
2,682,911
+162%
减持
IYW
ISHARES TECHNOLOGY
-$47.0M
217,791
-58%
增持
MSFT
MICROSOFT CORP
+$44.7M
1,072,812
+4%
增持
QCOM
QUALCOMM INC
+$44.1M
371,423
+234%
增持
TSLA
TESLA INC
+$43.8M
343,073
+1%
增持
GOOGL
ALPHABET INC
+$43.0M
540,603
+8%
增持
VTV
VANGUARD VALUE
+$42.5M
1,094,798
+20%
增持
TLH
ISHARES 10-20YR
+$42.2M
963,262
+72%
增持
THRO
ISHARES U S
+$41.5M
3,124,101
+45%
增持
IEMG
ISHARES CORE
+$39.6M
2,028,701
+29%
增持
SPY
SPDR S&P
+$38.2M
633,401
+6%
减持
AVGO
BROADCOM INC
+$37.8M
958,589
-5%
减持
GOOG
ALPHABET INC
+$37.8M
626,465
-3%
减持
IQLT
ISHARES MSCI
-$36.7M
291,369
-75%
减持
EFG
ISHARES MSCI
-$35.7M
225,913
-59%
增持
IAU
ISHARES GOLD
+$35.2M
1,169,539
+46%
增持
WCMI
FIRST TRUST
+$34.1M
2,145,150
+1533%
增持
ADI
ANALOG DEVICES
+$33.6M
227,976
+142%
减持
SNY
SANOFI
-$32.3M
64,333
-91%
增持
VOO
VANGUARD S&P
+$32.2M
546,037
+3%
增持
FELC
FIDELITY ENHANCED
+$31.7M
851,231
+53403%
增持
ABBV
ABBVIE INC
+$31.4M
581,192
+5%
增持
PYLD
PIMCO ENHANCED
+$28.7M
4,669,699
+28%
增持
ITA
ISHARES AEROSPACE
+$27.0M
154,564
+449%
增持
JPM
JPMORGAN CHASE
+$26.9M
848,504
+2%
增持
IVW
ISHARES S&P
+$24.8M
1,718,950
+4%
增持
ORCL
ORACLE CORP
+$22.6M
317,706
+4%
减持
PLTR
PALANTIR TECHNOLOGIES
+$21.1M
467,791
-1%
减持
IBTI
ISHARES IBONDS
-$21.1M
323,363
-74%
增持
SHLD
GLOBAL X
+$20.3M
308,287
+1315%
增持
RDVY
FIRST TRUST
+$19.5M
1,159,579
+24%
减持
IBDU
ISHARES TR
-$18.9M
315,488
-72%
增持
FBND
FIDELITY TOTAL
+$18.8M
1,094,851
+57%
增持
IEFA
ISHARES CORE
+$18.6M
1,195,152
+16%
增持
CGCB
CAPITAL GROUP
+$18.4M
860,530
+403%
减持
XTEN
BONDBLOXX ETF TRUST
-$18.2M
53,196
-88%
增持
IBDX
ISHARES TR
+$18.2M
831,739
+560%
增持
IBHI
ISHARES IBONDS
+$17.8M
748,453
+20719%
减持
CGXU
CAPITAL GROUP
-$16.9M
594,360
-53%
减持
FTGC
FIRST TRUST
-$16.5M
290,528
-70%
增持
JNJ
JOHNSON & JOHNSON
+$16.5M
373,368
+8%
减持
CAT
CATERPILLAR INC
+$16.0M
209,753
-3%
增持
GE
GE AEROSPACE
+$15.1M
138,223
+34%
增持
VTEB
VANGUARD MUNICIPAL
+$14.9M
774,755
+59%
减持
—
ISHARES IBONDS
-$14.9M
683,168
-48%
增持
MINT
PIMCO EHNANCED
+$13.9M
336,359
+69%
增持
QQQ
INVESCO ADVANTAGE MUN INCOME
+$13.6M
358,097
+47%
增持
GLD
SPDR GOLD
+$13.2M
244,916
+1%
增持
SMH
VANECK SEMICONDUCTOR
+$12.8M
66,509
+109%
减持
RECS
COLUMBIA ETF TR I
-$12.8M
9,209
-97%
增持
AMZN
AMAZON COM
+$12.3M
1,417,302
+4%
减持
EOSE
EOS ENERGY
+$12.3M
2,145,274
-10%
减持
DFLV
DIMENSIONAL US
-$12.1M
209,100
-66%
增持
DFAI
DIMENSIONAL INTL
+$12.0M
1,037,653
+39%
增持
VGT
VANGUARD INFORMATION
+$11.9M
37,624
+55%
增持
USMC
PRINCIPAL US
+$11.6M
459,273
+46%
增持
GEV
GE VERNOVA
+$11.5M
51,366
+35%
增持
MOAT
VANECK MORNINGSTAR
+$11.4M
258,173
+71%
减持
VUG
VANGUARD GROWTH
+$11.4M
401,968
-3%
建仓
SFLO
VICTORYSHARES SMALL
+$11.2M
384,868
增持
IBTL
ISHARES IBONDS
+$11.0M
542,072
+9037%
增持
META
META PLATFORMS
+$11.0M
233,829
+7%
增持
IJR
ISHARES CORE
+$10.8M
600,076
+8%
增持
VTI
VANGUARD TOTAL
+$10.8M
399,717
+1%
增持
SNX
TD SYNNEX
+$10.8M
335,359
+3%
增持
IBIT
ISHARES BITCOIN
+$10.7M
743,994
+44%
增持
BALT
INNOVATOR ETFS TRUST
+$10.4M
412,363
+324%
增持
IFV
FIRST TRUST
+$10.2M
529,361
+335%
建仓
FEOE
FIRST EAGLE
+$10.2M
220,107
增持
BOND
PIMCO ACTIVE
+$10.1M
983,061
+11%
减持
JMST
JPMORGAN
-$10.0M
229,336
-46%
增持
BNY
BANK NEW YORK
+$10.0M
520,921
+2%
增持
IWF
ISHARES RUSSELL
+$10.0M
193,154
+2%
增持
VEA
VANGUARD FTSE
+$9.8M
2,161,769
+3%
减持
NOW
SERVICENOW INC
-$9.8M
26,832
-20%
增持
TSM
TAIWAN SEMICONDUCTOR
+$9.6M
176,004
+1%
减持
CRM
SALESFORCE INC
-$9.3M
72,100
-26%
增持
SPEM
SPDR EMERGING
+$9.3M
764,731
+23%
增持
APP
APPLOVIN CORP
+$9.2M
19,889
+37%
增持
SLQD
ISHARES
+$9.2M
462,480
+63%
减持
EFV
ISHARES MSCI
-$8.8M
2,226,266
-12%
增持
BABA
ALIBABA GROUP
+$8.8M
113,479
+12%
增持
HOOD
ROBINHOOD MARKETS
+$8.4M
117,574
+31%
减持
HD
HOME DEPOT
+$8.3M
216,678
-0%
增持
XLK
TECHNOLOGY SELECT
+$8.3M
112,628
+22%
建仓
MFSI
MFS ACTIVE
+$8.3M
279,923
增持
LQD
ISHARES IBOXX
+$8.3M
125,375
+141%
增持
LRCX
LAM RESEARCH
+$8.3M
134,726
+34%
增持
FV
FIRST TRUST
+$8.2M
940,514
+11%
增持
IBTK
ISHARES IBONDS
+$8.2M
420,862
+5624%
增持
XLY
CONSUMER DISCRETIONARY
+$8.2M
70,791
+76%
增持
WFC
WELLS FARGO
+$8.2M
1,055,655
+5%
增持
CVX
CHEVRON CORP
+$8.2M
508,657
+3%
增持
DGRO
ISHARES CORE
+$8.1M
800,996
+10%
减持
BLK
BLACKROCK FDG
+$8.1M
70,802
-0%
增持
BINC
ISHARES FLEXIBLE
+$8.0M
994,255
+17%
增持
VWO
VANGUARD FSTE
+$8.0M
1,142,080
+5%
增持
CGGR
CAPITAL GROUP
+$7.8M
1,308,141
+7%
增持
MU
MICRON TECHNOLOGY INC
+$7.6M
123,450
+17%
减持
BRK/B
BERKSHIRE HATHAWAY
+$7.6M
315,586
-4%
减持
SPAB
SPDR AGGREGATE
-$7.6M
1,595,766
-16%
增持
FNY
FIRST TRUST
+$7.6M
259,716
+32%
增持
IBTJ
ISHARES IBONDS
+$7.4M
386,300
+714%
增持
—
EXXON MOBIL
+$7.4M
766,086
+5%
增持
NEAR
ISHARES SHORT
+$7.3M
392,397
+56%
增持
NFLX
NETFLIX INC
-$7.3M
55,533
+1%
增持
—
MEDTRONIC PLC
+$7.3M
201,108
+48%
增持
JBND
JPMORGAN ACTIVE
+$7.2M
205,365
+182%
减持
SAP
SAP SE
-$7.1M
188,933
-0%
增持
ACWX
ISHARES MSCI
+$7.1M
253,484
+65%
增持
RTX
RTX CORPORATION
+$7.1M
189,471
+12%
减持
—
ACCENTURE PLC
-$7.0M
56,370
-19%
增持
ANET
ARISTA NETWORKS
+$6.9M
118,109
+18%
增持
IBM
INTL BUSINESS
+$6.8M
359,109
+12%
增持
WMT
WALMART INC
+$6.8M
961,086
+2%
增持
DELL
DELL TECHNOLOGIES
+$6.6M
96,415
+66%
增持
TDIV
FIRST TRUST
+$6.5M
227,704
+28%
减持
TJX
TJX COS
+$6.4M
445,515
-5%
减持
—
ISHARES IBONDS
-$6.3M
244,083
-49%
减持
IVE
ISHARES S&P
+$6.3M
703,676
-1%
减持
HTRB
HARTFORD TOTAL
-$6.3M
39,246
-83%
增持
XLC
COMMUNICATION SERVICES
+$6.1M
212,255
+21%
减持
V
VISA INC
-$6.1M
385,069
-1%
增持
GS
GOLDMAN SACHS
+$6.1M
32,432
+16%
增持
AMAT
APPLIED MATERIALS
+$6.0M
142,494
+13%
减持
BIL
SPDR BLOOMBERG
-$6.0M
429,210
-13%
增持
VYM
VANGUARD HIGH
+$6.0M
327,516
+9%
增持
ENB
ENBRIDGE INC
+$6.0M
468,675
+20%
增持
SPYG
SPDR PORTFOLIO
+$6.0M
325,725
+11%
增持
IBDV
ISHARES IBONDS
+$5.9M
949,500
+38%
增持
GILD
GILEAD SCIENCES
+$5.9M
159,083
+49%
增持
XLF
FINANCIAL SELECT
+$5.8M
601,091
+15%
增持
HEGD
SWAN HEDGED
+$5.8M
1,341,774
+14%
增持
IBHH
ISHARES IBONDS
+$5.8M
762,495
+46%
建仓
BRTR
BLACKROCK ETF TRUST II
+$5.8M
112,933
增持
MBB
ISHARES MBS
+$5.7M
701,493
+8%
增持
IBDW
ISHARES IBONDS
+$5.7M
1,136,720
+30%
增持
SCHW
SCHWAB CHARLES
+$5.7M
155,095
+56%
减持
PULS
PGIM ULTRA
-$5.7M
950,023
-11%
增持
DIA
SPDR DOW
+$5.7M
75,088
+14%
增持
SCHG
SCHWAB US
+$5.7M
769,125
+19%
增持
BUFR
FIRST TRUST
+$5.6M
2,542,145
+2%
增持
IWM
ISHARES RUSSELL
+$5.5M
106,691
+14%
减持
HAWX
ISHARES CURRENCY
-$5.5M
57,312
-74%
增持
EYLD
CAMBRIA EMERGING
+$5.5M
903,321
+16%