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NWAM LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NWAM LLC
报告期 2026-03-31 · CIK 0001655006
持仓数
621
前50大市值合计
$921.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 22
增持 58
减持 53
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$8.5M
262,613
-1%
增持
IWM
ISHARES TR
+$4.4M
47,252
+136%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$3.9M
76,972
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。
建仓
—
PIONEER NAT RES CO
+$3.6M
16,804
增持
GE
GENERAL ELECTRIC CO
+$3.0M
57,215
+620%
增持
IUSB
ISHARES TR
+$2.7M
213,277
+48%
建仓
—
TRANE TECHNOLOGIES PLC
+$2.6M
17,717
增持
ISRG
INTUITIVE SURGICAL INC
+$2.4M
22,021
+164%
减持
AAPL
APPLE INC
-$2.1M
498,602
-1%
增持
HON
HONEYWELL INTL INC
+$2.1M
18,602
+215%
增持
URA
GLOBAL X FDS
+$2.1M
133,288
+313%
减持
—
BRIGHT HEALTH GROUP INC
-$2.0M
604,458
-55%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
74,804
+108%
建仓
LEN
LENNAR CORP
+$1.9M
25,496
减持
CMDY
ISHARES U S ETF TR
-$1.9M
11,555
-75%
增持
GOOG
ALPHABET INC
-$1.9M
76,955
+1777%
减持
VTI
VANGUARD INDEX FDS
-$1.8M
27,683
-22%
减持
XLF
SELECT SECTOR SPDR TR
-$1.8M
6,833
-89%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.8M
220,131
+66%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.5M
56,222
-15%
增持
GOOGL
ALPHABET INC
-$1.5M
67,192
+1810%
减持
IWD
ISHARES TR
-$1.5M
61,052
-9%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
48,429
-8%
增持
GOVT
ISHARES TR
+$1.4M
274,219
+38%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.4M
104,981
+177%
减持
EFV
ISHARES TR
-$1.4M
89,122
-21%
减持
COMT
ISHARES U S ETF TR
-$1.3M
211,467
-4%
减持
FAST
FASTENAL CO
-$1.3M
51,055
-31%
减持
FALN
ISHARES TR
-$1.3M
44,307
-53%
减持
IJS
ISHARES TR
-$1.3M
24,730
-34%
建仓
PHM
PULTE GROUP INC
+$1.3M
33,952
增持
VNQ
VANGUARD INDEX FDS
-$1.3M
122,671
+1%
减持
TIP
ISHARES TR
-$1.1M
45,762
-10%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
36,177
+40%
增持
IVV
ISHARES TR
+$1.0M
160,517
+9%
清仓
NEM
NEWMONT CORP
-$1.0M
0
-100%
增持
STIP
ISHARES TR
+$994.0K
13,978
+306%
增持
DISV
DIMENSIONAL ETF TRUST
+$965.0K
70,936
+323%
增持
EXE
CHESAPEAKE ENERGY CORP
+$958.0K
30,821
+22%
增持
XLP
SELECT SECTOR SPDR TR
+$942.0K
34,325
+85%
增持
IVW
ISHARES TR
+$908.0K
37,992
+82%
增持
VTV
VANGUARD INDEX FDS
-$863.0K
179,239
+3%
减持
ITB
ISHARES TR
-$858.0K
71,015
-13%
减持
SLV
ISHARES SILVER TR
-$845.0K
89,848
-34%
增持
DFSV
DIMENSIONAL ETF TRUST
+$840.0K
54,083
+261%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$829.0K
2,601
-34%
增持
DVN
DEVON ENERGY CORP NEW
+$828.0K
58,116
+13%
建仓
GDXJ
VANECK ETF TRUST
+$826.0K
28,025
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$819.0K
88,766
-10%
减持
BIL
SPDR SER TR
-$807.0K
3,955
-69%
增持
AVUV
AMERICAN CENTY ETF TR
+$798.0K
41,352
+46%
增持
VUG
VANGUARD INDEX FDS
-$773.0K
98,887
+2%
增持
IEFA
ISHARES TR
-$773.0K
265,205
+4%
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$770.0K
6,262
减持
SPYD
SPDR SER TR
-$764.0K
14,688
-55%
增持
VYM
VANGUARD WHITEHALL FDS
-$760.0K
114,052
+0%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$748.0K
0
-100%
减持
GNRC
GENERAC HLDGS INC
-$733.0K
17,948
-1%
减持
AGG
ISHARES TR
-$721.0K
94,643
-2%
增持
USB
US BANCORP DEL
-$687.0K
124,966
+1%
建仓
IEV
ISHARES TR
+$675.0K
17,866
减持
PFE
PFIZER INC
-$674.0K
75,844
-2%
增持
TSLA
TESLA INC
+$671.0K
37,614
+178%
增持
PANW
PALO ALTO NETWORKS INC
+$660.0K
18,269
+308%
减持
AIG
AMERICAN INTL GROUP INC
-$645.0K
94,968
-6%
减持
GLD
SPDR GOLD TR
-$634.0K
35,672
-4%
减持
MINT
PIMCO ETF TR
-$630.0K
17,131
-27%
增持
SMH
VANECK ETF TRUST
+$625.0K
9,387
+71%
清仓
VTIP
VANGUARD MALVERN FDS
-$612.0K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
-$600.0K
93,178
+1%
增持
IJR
ISHARES TR
+$596.0K
134,194
+12%
减持
DE
DEERE & CO
+$593.0K
15,857
-1%
增持
IVLU
ISHARES TR
+$593.0K
40,794
+318%
减持
SDY
SPDR SER TR
-$561.0K
44,101
-4%
减持
—
ARISTA NETWORKS INC
+$557.0K
34,926
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$553.0K
225,302
-1%
增持
QQQ
INVESCO QQQ TR
-$552.0K
59,563
+3%
减持
BND
VANGUARD BD INDEX FDS
-$550.0K
120,858
-0%
清仓
XLB
SELECT SECTOR SPDR TR
-$516.0K
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$509.0K
23,451
+94%
增持
VZ
VERIZON COMMUNICATIONS INC
-$505.0K
44,221
+4%
减持
IFRA
ISHARES TR
-$504.0K
13,381
-52%
增持
IWR
ISHARES TR
+$493.0K
42,828
+30%
增持
AA
ALCOA CORP
-$487.0K
57,814
+0%
减持
QCOM
QUALCOMM INC
-$472.0K
27,599
-3%
减持
ISTB
ISHARES TR
-$470.0K
25,904
-26%
减持
COST
COSTCO WHSL CORP NEW
-$467.0K
21,081
-1%
减持
DOW
DOW INC
-$461.0K
20,214
-24%
减持
NKE
NIKE INC
-$454.0K
5,578
-37%
减持
SLYV
SPDR SER TR
-$448.0K
72,784
-1%
清仓
PAAS
PAN AMERN SILVER CORP
-$439.0K
0
-100%
建仓
—
J P MORGAN EXCHANGE TRADED F
+$432.0K
12,292
建仓
AVLV
AMERICAN CENTY ETF TR
+$428.0K
9,626
减持
META
META PLATFORMS INC
-$424.0K
12,995
-1%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$419.0K
0
-100%
增持
COWZ
PACER FDS TR
+$415.0K
21,479
+99%
增持
SPY
SPDR S&P 500 ETF TR
-$411.0K
22,540
+1%
增持
SHYG
ISHARES TR
+$408.0K
16,352
+171%
增持
VEEV
VEEVA SYS INC
-$407.0K
11,100
+3%
增持
FCX
FREEPORT-MCMORAN INC
+$403.0K
98,636
+17%
减持
IYW
ISHARES TR
-$401.0K
13,937
-21%
增持
DIHP
DIMENSIONAL ETF TRUST
+$398.0K
37,433
+148%
建仓
IGEB
ISHARES TR
+$396.0K
9,369
增持
JNJ
JOHNSON & JOHNSON
-$394.0K
37,737
+2%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$391.0K
20,427
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$386.0K
44,964
-1%
清仓
NUE
NUCOR CORP
-$373.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$371.0K
2,972
-47%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$365.0K
0
-100%
增持
ITOT
ISHARES TR
-$364.0K
156,688
+4%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$361.0K
17,642
清仓
GPC
GENUINE PARTS CO
-$360.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$360.0K
49,500
-4%
清仓
FIDU
FIDELITY COVINGTON TRUST
-$359.0K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$358.0K
20,175
+90%
减持
BKR
BAKER HUGHES COMPANY
-$356.0K
26,859
-18%
清仓
—
PARAMOUNT GLOBAL
-$356.0K
0
-100%
建仓
ECL
ECOLAB INC
+$355.0K
2,460
增持
INTC
INTEL CORP
-$354.0K
42,657
+8%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$349.0K
5,850
增持
DFIV
DIMENSIONAL ETF TRUST
+$348.0K
25,107
+142%
清仓
GD
GENERAL DYNAMICS CORP
-$343.0K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$341.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$334.0K
71,957
+4%
减持
ICVT
ISHARES TR
-$332.0K
12,875
-26%
减持
SHY
ISHARES TR
-$332.0K
93,015
-2%
建仓
JPUS
J P MORGAN EXCHANGE TRADED F
+$331.0K
3,866
减持
SBUX
STARBUCKS CORP
+$330.0K
66,562
-1%
建仓
IYH
ISHARES TR
+$329.0K
1,302
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$329.0K
60,229
+1%
建仓
AVSF
AMERICAN CENTY ETF TR
+$328.0K
7,186
减持
PULS
PGIM ETF TR
-$327.0K
21,644
-24%
增持
XLU
SELECT SECTOR SPDR TR
+$326.0K
21,416
+39%
清仓
SCHC
SCHWAB STRATEGIC TR
-$325.0K
0
-100%
增持
PINS
PINTEREST INC
+$325.0K
105,332
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$322.0K
9,311
-1%
增持
BA
BOEING CO
-$321.0K
27,800
+4%
减持
CMCSA
COMCAST CORP NEW
-$320.0K
29,902
-1%
增持
IXUS
ISHARES TR
-$317.0K
66,458
+1%
减持
MUB
ISHARES TR
-$316.0K
13,290
-15%
减持
T
AT&T INC
-$315.0K
48,245
-3%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$315.0K
7,079
清仓
TRV
TRAVELERS COMPANIES INC
-$311.0K
0
-100%
建仓
AVRE
AMERICAN CENTY ETF TR
+$310.0K
7,960
建仓
SHM
SPDR SER TR
+$309.0K
6,703
清仓
ITW
ILLINOIS TOOL WKS INC
-$309.0K
0
-100%
增持
IGSB
ISHARES TR
+$307.0K
36,543
+24%
建仓
RWK
INVESCO EXCH TRADED FD TR II
+$307.0K
4,122
增持
VEA
VANGUARD TAX-MANAGED FDS
+$304.0K
159,819
+18%
清仓
CTVA
CORTEVA INC
-$303.0K
0
-100%
