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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 5增持 126减持 16清仓 3

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$330.3M

3,432,296 +42%

增持

GOOGL ALPHABET INC

+$311.7M

1,415,812 +162%

增持

WMT WALMART INC

+$228.2M

2,937,658 +206%

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

+$202.2M

1,458,300 +72%

增持

MSFT MICROSOFT CORP

+$175.8M

1,512,385 +41%

增持

AMZN AMAZON COM

+$162.1M

2,050,555 +45%

增持

BRK/B BERKSHIRE HATHAWAY

+$155.4M

624,750 +98%

增持

— EXXON MOBIL

+$130.9M

1,805,505 +136%

增持

V VISA INC

+$128.5M

741,203 +92%

增持

CSCO CISCO SYS INC

+$124.9M

2,081,451 +302%

增持

CVX CHEVRON CORP

+$124.5M

1,334,856 +162%

增持

JNJ JOHNSON & JOHNSON

+$118.0M

904,474 +142%

增持

AMD ADVANCED MICRO

+$113.6M

683,653 +237%

增持

PSX PHILLIPS 66

+$112.3M

996,955 +732%

增持

META META PLATFORMS

+$103.3M

416,670 +78%

增持

TJX TJX COS

+$93.2M

1,025,895 +130%

增持

LLY ELI LILLY

+$93.0M

176,361 +39%

增持

SO SOUTHERN CO

+$79.4M

1,165,694 +397%

增持

IVV ISHARES CORE

+$78.6M

803,369 +14%

增持

PANW PALO ALTO

+$75.0M

525,780 +389%

增持

PLD PROLOGIS INC

+$74.3M

658,286 +673%

增持

AVGO BROADCOM INC

+$73.9M

1,127,132 +18%

增持

HD HOME DEPOT

+$73.2M

468,005 +116%

增持

GEHC GE HEALTHCARE

+$70.7M

877,720 +4969%

减持

QUAL ISHARES MSCI

-$70.3M

714,153 -35%

增持

SFBS SERVISFIRST BANCSHARES

+$66.0M

919,505 +307427%

增持

HON HONEYWELL INTL

+$58.1M

367,101 +474%

增持

GOOG ALPHABET INC

+$56.4M

666,027 +6%

减持

AJG ARTHUR J

-$53.5M

43,090 -79%

增持

DHR DANAHER CORP

+$52.4M

271,625 +449%

增持

SJM SMUCKER J M CO

+$51.6M

533,434 +10550%

增持

BA BOEING CO

+$51.1M

329,818 +212%

增持

DELL DELL TECHNOLOGIES

+$49.9M

505,100 +424%

增持

IVE ISHARES S&P

+$48.8M

915,221 +30%

增持

COST COSTCO WHOLESALE

+$48.3M

154,344 +69%

增持

HIG HARTFORD INSURANCE

+$45.4M

385,088 +571%

增持

INTU INTUIT

+$44.0M

99,779 +209%

增持

VOO VANGUARD INDEX FDS

+$42.8M

601,451 +10%

减持

ITW ILLINOIS TOOL

-$42.5M

51,170 -76%

增持

EMR EMERSON ELEC CO

+$41.9M

406,652 +342%

增持

MMM 3M CO

+$39.4M

294,345 +488%

增持

MTUM ISHARES MSCI

+$37.7M

376,094 +71%

减持

CL COLGATE PALMOLIVE CO

-$35.6M

109,476 -80%

增持

QQQ INVESCO ADVANTAGE MUN INCOME

+$35.4M

651,166 +82%

增持

CAT CATERPILLAR INC

+$33.8M

233,659 +11%

增持

DYNF BLACKROCK ETF TRUST

+$30.3M

4,742,264 +9%

增持

IEMG ISHARES CORE

+$29.2M

2,423,535 +19%

增持

VTV VANGUARD INDEX FDS

+$28.9M

1,220,272 +11%

增持

SPYM SPDR SERIES TRUST

+$27.6M

2,460,143 +14%

增持

NVDA NVIDIA CORP

+$27.5M

3,324,432 +2%

增持

TSM TAIWAN SEMICONDUCTOR

+$27.4M

251,993 +43%

增持

DE DEERE & CO

+$24.8M

73,255 +258%

增持

GS GOLDMAN SACHS

+$24.5M

57,211 +76%

增持

CGDV CAPITAL GROUP

+$23.5M

1,351,390 +60%

增持

VST VISTRA CORP

+$22.8M

285,156 +141%

减持

DFAC DIMENSIONAL ETF TRUST

-$21.8M

2,484,271 -20%

增持

MS MORGAN STANLEY

+$21.4M

258,831 +68%

清仓

— ISHARES IBONDS

-$21.1M

0 -100%

增持

RTX RTX CORP

+$20.1M

282,578 +49%

减持

FXR FIRST TR EXCHANGE TRADED FD

-$20.1M

45,910 -85%

增持

AXP AMERICAN EXPRESS

+$19.9M

117,147 +66%

增持

TSLA TESLA INC

+$19.5M

384,622 +12%

增持

THRO BLACKROCK ETF TRUST

+$19.3M

3,569,189 +14%

减持

QQXT FIRST TRUST

-$19.0M

4,900 -98%

增持

KO COCA COLA CO

+$18.5M

586,446 +73%

增持

MISL FIRST TR EXCHANGE-TRADED FD

+$18.2M

427,447 +14898%

增持

OEF ISHARES S&P

+$17.8M

482,215 +9%

增持

FTXL FIRST TR EXCHANGE TRADED FD

+$16.7M

136,707 +1455%

增持

VV VANGUARD INDEX FDS

+$16.3M

97,809 +107%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$16.2M

1,214,499 +36%

减持

GBIL GOLDMAN SACHS

-$16.1M

163,676 -49%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$16.0M

410,857 +24%

增持

VEA VANGUARD FTSE

+$16.0M

2,329,131 +8%

清仓

— ISHARES IBONDS

-$16.0M

0 -100%

增持

WFC WELLS FARGO

+$15.9M

1,120,325 +6%

增持

MA MASTERCARD INC

+$15.3M

109,125 +32%

增持

NFLX NETFLIX INC

-$14.9M

550,762 +892%

增持

VTHR VANGUARD RUSSELL

+$14.8M

52,604 +1393%

增持

SLV ISHARES SILVER

+$14.6M

561,987 +10%

增持

BAC BANK AMERICA

+$14.3M

951,532 +33%

增持

IBDT ISHARES IBONDS

+$14.0M

750,929 +278%

增持

GLD SPDR GOLD

+$13.9M

254,852 +4%

增持

PYLD PIMCO ENHANCED

+$13.8M

5,214,505 +12%

增持

GEV GE VERNOVA

+$13.4M

68,843 +34%

增持

RDVY FIRST TR EXCHANGE TRADED FD

+$13.2M

1,312,729 +13%

增持

MRK MERCK & CO INC

+$13.1M

396,431 +16%

增持

NEE NEXTERA ENERGY

+$13.0M

469,193 +44%

增持

MAA MID AMERICA

+$13.0M

99,385 +1687%

增持

RSG REPUBLIC SERVICES

+$12.8M

83,526 +288%

增持

MINT PIMCO EHNANCED

+$12.6M

463,424 +38%

增持

FIXD FIRST TR EXCHNG TRADED FD VI

+$12.6M

777,949 +58%

增持

MCD MCDONALDS CORP

+$12.6M

148,028 +38%

增持

— LINDE PLC

+$12.5M

83,032 +72%

减持

MU MICRON TECHNOLOGY INC

+$12.3M

115,313 -7%

增持

DIS DISNEY WALT CO

+$12.0M

272,644 +78%

增持

FELC FIDELITY COVINGTON TRUST

+$12.0M

1,144,814 +34%

增持

VRT VERTIV HOLDINGS

+$11.9M

159,948 +72%

增持

RF REGIONS FINANCIAL

+$11.8M

650,638 +195%

增持

PULS PGIM ETF TR

+$11.5M

1,186,993 +25%

增持

IEF ISHARES 7-10YR

+$11.3M

378,032 +46%

增持

BAI BLACKROCK ETF TRUST

+$11.2M

3,089,187 +15%

增持

— TRANE TECHNOLOGIES

+$11.2M

43,278 +221%

增持

IBTH ISHARES IBONDS

+$11.1M

1,744,511 +40%

增持

AMAT APPLIED MATERIALS

+$11.1M

156,635 +10%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$11.0M

379,255 +6%

增持

— CHUBB LIMITED

+$10.8M

103,463 +36%

减持

IBIT ISHARES BITCOIN

-$10.5M

447,004 -40%

增持

IAU ISHARES GOLD

+$10.5M

1,177,701 +1%

建仓

UL UNILEVER PLC

+$10.4M

159,378

减持

EFG ISHARES MSCI

-$10.4M

134,703 -40%

增持

SPMO INVESCO EXCH TRADED FD TR II

+$10.2M

136,247 +171%

增持

PM PHILIP MORRIS

+$10.0M

488,284 +16%

增持

EYLD CAMBRIA EMERGING

+$10.0M

1,137,292 +26%

增持

IEFA ISHARES CORE

+$9.9M

1,277,254 +7%

减持

USMC PRINCIPAL EXCHANGE TRADED FD

-$9.8M

313,540 -32%

增持

VTI VANGUARD INDEX FDS

+$9.7M

420,148 +5%

增持

GE GE AEROSPACE

+$9.7M

166,407 +20%

增持

IWF ISHARES RUSSELL

+$9.4M

210,929 +9%

增持

CSX CSX CORP

+$9.3M

346,653 +278%

增持

LRCX LAM RESEARCH

+$9.2M

159,414 +18%

增持

IUSB ISHARES CORE

+$9.2M

2,834,464 +8%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$9.2M

2,747,720 +8%

建仓

SYSB ISHARES SYSTEMATIC

+$9.2M

102,111

清仓

— INVESCO BULLETSHARES

-$9.1M

0 -100%

增持

ABT ABBOTT LABORATORIES

+$9.1M

289,168 +43%

增持

UPS UNITED PARCEL

+$9.0M

240,942 +35%

增持

UNP UNION PAC CORP

+$9.0M

131,376 +45%

增持

IWR ISHARES RUSSELL

+$8.8M

299,318 +44%

建仓

ECVT ECOVYST INC

+$8.7M

895,364

建仓

AKRE PROFESIONALLY MANAGED PORTFO

+$8.7M

132,615

增持

MSTR STRATEGY INC

-$8.6M

53,487 +2%

减持

HODL VANECK BITCOIN ETF

-$8.6M

50,106 -83%

增持

ABBV ABBVIE INC

+$8.6M

626,492 +8%

建仓

NUVB NUVATION BIO INC

+$8.5M

952,166

增持

ADI ANALOG DEVICES

+$8.5M

237,728 +4%

增持

VO VANGUARD INDEX FDS

+$8.3M

314,888 +11%

增持

CGGE CAPITAL GROUP

+$8.3M

745,919 +50%

减持

UBER UBER TECHNOLOGIES

-$8.2M

325,987 -8%

增持

— EATON CORP

+$8.2M

153,499 +41%

增持

IVW ISHARES S&P

+$8.1M

1,749,507 +2%

增持

PEP PEPSICO INC

+$7.8M

255,272 +24%

增持

CGGR CAPITAL GROUP

+$7.5M

1,459,912 +12%

增持

— ACCENTURE PLC

+$7.5M

79,615 +41%

减持

DUHP DIMENSIONAL ETF TRUST

-$7.4M

530,784 -27%

减持

MRVL MARVELL TECHNOLOGY

-$7.4M

96,705 -48%

增持

CGMS CAPITAL GROUP

+$7.3M

439,459 +153%

增持

AMGN AMGEN INC

+$7.3M

98,760 +11%

增持

VT VANGUARD INTL EQUITY INDEX F

+$7.2M

107,162 +87%

增持

SPAB SPDR SERIES TRUST

+$7.2M

1,880,061 +18%

增持

QCOM QUALCOMM INC

+$7.1M

402,912 +8%