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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项建仓 15增持 70减持 49清仓 16

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$6.6M

479,345 -4%

减持

TSLA TESLA INC

-$6.1M

31,122 -17%

增持

IVV ISHARES TR

+$5.3M

163,646 +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

IBB ISHARES TR

+$5.0M

50,835 +257%

建仓

— BUNGE LIMITED

+$4.0M

40,253

建仓

AEM AGNICO EAGLE MINES LTD

+$3.5M

67,961

增持

VTV VANGUARD INDEX FDS

+$3.2M

180,558 +1%

清仓

GNRC GENERAC HLDGS INC

-$3.2M

0 -100%

增持

OIH VANECK ETF TRUST

+$3.1M

19,172 +51%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$3.1M

61,078 +227%

减持

DIS DISNEY WALT CO

-$3.0M

19,161 -61%

增持

SHYG ISHARES TR

+$3.0M

89,430 +447%

减持

— EXXON MOBIL CORP

+$3.0M

136,714 -1%

增持

AMZN AMAZON COM INC

-$3.0M

117,284 +3%

增持

LLY LILLY ELI & CO

+$2.9M

11,500 +181%

减持

SHY ISHARES TR

-$2.9M

57,607 -38%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$2.8M

61,269 +2%

减持

GOVT ISHARES TR

-$2.7M

154,197 -44%

清仓

URA GLOBAL X FDS

-$2.6M

0 -100%

增持

MBB ISHARES TR

+$2.6M

46,004 +155%

减持

PANW PALO ALTO NETWORKS INC

-$2.6M

3,146 -83%

增持

VTEB VANGUARD MUN BD FDS

+$2.5M

84,323 +141%

增持

RTX RAYTHEON TECHNOLOGIES CORP

+$2.5M

70,100 +25%

减持

IUSB ISHARES TR

-$2.3M

160,334 -25%

增持

SLV ISHARES SILVER TR

+$2.2M

172,095 +92%

增持

FCX FREEPORT-MCMORAN INC

+$2.1M

126,885 +29%

建仓

NEM NEWMONT CORP

+$2.1M

44,493

增持

AVUV AMERICAN CENTY ETF TR

+$2.0M

63,099 +53%

减持

IEFA ISHARES TR

+$1.9M

258,043 -3%

清仓

LEN LENNAR CORP

-$1.9M

0 -100%

清仓

FLOT ISHARES TR

-$1.9M

0 -100%

增持

XLE SELECT SECTOR SPDR TR

+$1.8M

80,153 +11%

减持

BA BOEING CO

+$1.7M

26,825 -4%

增持

VYM VANGUARD WHITEHALL FDS

+$1.7M

115,931 +2%

增持

— TRANE TECHNOLOGIES PLC

+$1.7M

25,401 +43%

增持

VXUS VANGUARD STAR FDS

+$1.7M

78,931 +52%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$1.6M

39,516 +22%

减持

ESGU ISHARES TR

-$1.6M

75,412 -25%

减持

ISRG INTUITIVE SURGICAL INC

+$1.6M

21,468 -3%

建仓

AVIV AMERICAN CENTY ETF TR

+$1.6M

34,445

减持

PG PROCTER AND GAMBLE CO

-$1.6M

30,093 -38%

增持

IYW ISHARES TR

+$1.5M

33,530 +141%

增持

EMB ISHARES TR

+$1.5M

37,978 +72%

增持

COMT ISHARES U S ETF TR

-$1.4M

218,244 +3%

增持

AA ALCOA CORP

+$1.3M

72,408 +25%

增持

BIV VANGUARD BD INDEX FDS

+$1.3M

78,750 +28%

建仓

MTUM ISHARES TR

+$1.3M

8,852

清仓

PHM PULTE GROUP INC

-$1.3M

0 -100%

增持

— BARRICK GOLD CORP

+$1.3M

99,651 +242%

增持

IJR ISHARES TR

+$1.3M

136,960 +2%

增持

EXE CHESAPEAKE ENERGY CORP

+$1.3M

44,096 +43%

减持

XLK SELECT SECTOR SPDR TR

-$1.3M

36,678 -25%

增持

SBUX STARBUCKS CORP

+$1.2M

68,900 +4%

减持

GLD SPDR GOLD TR

-$1.2M

25,353 -29%

清仓

DFSV DIMENSIONAL ETF TRUST

-$1.2M

0 -100%

增持

SCHF SCHWAB STRATEGIC TR

+$1.2M

58,755 +127%

减持

DFAC DIMENSIONAL ETF TRUST

-$1.1M

154,590 -30%

建仓

VT VANGUARD INTL EQUITY INDEX F

+$1.1M

13,238

增持

LMT LOCKHEED MARTIN CORP

+$1.1M

9,675 +4%

减持

TIP ISHARES TR

-$1.1M

34,747 -24%

清仓

PULS PGIM ETF TR

-$1.1M

0 -100%

增持

ITOT ISHARES TR

+$1.0M

159,290 +2%

增持

DISV DIMENSIONAL ETF TRUST

+$1.0M

106,208 +50%

增持

EFV ISHARES TR

+$1.0M

97,488 +9%

减持

GOOG ALPHABET INC

-$1.0M

71,836 -7%

清仓

DGRO ISHARES TR

-$1.0M

0 -100%

减持

DE DEERE & CO

+$1.0M

14,716 -7%

增持

HON HONEYWELL INTL INC

+$1.0M

19,163 +3%

减持

ISTB ISHARES TR

-$993.5K

4,318 -83%

减持

GE GENERAL ELECTRIC CO

+$981.5K

53,986 -6%

增持

GDXJ VANECK ETF TRUST

+$969.6K

50,366 +80%

减持

IWD ISHARES TR

+$950.1K

61,015 -0%

减持

CVX CHEVRON CORP NEW

+$924.4K

26,276 -0%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$923.4K

12,562 +11%

减持

— INARI MED INC

-$910.1K

18,202 -36%

减持

ITB ISHARES TR

-$903.2K

46,081 -35%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$901.0K

26,227 -35%

建仓

CARR CARRIER GLOBAL CORPORATION

+$900.4K

21,828

增持

AVGO BROADCOM INC

+$878.6K

7,106 +2%

增持

XLY SELECT SECTOR SPDR TR

+$841.4K

9,053 +293%

增持

VO VANGUARD INDEX FDS

+$831.6K

23,200 +12%

增持

IWF ISHARES TR

+$819.9K

59,927 +5%

减持

MSFT MICROSOFT CORP

+$805.6K

258,396 -2%

建仓

— ARCH RESOURCES INC

+$805.3K

5,640

减持

GOOGL ALPHABET INC

-$791.2K

63,865 -5%

清仓

SCHP SCHWAB STRATEGIC TR

-$783.0K

0 -100%

增持

SLYV SPDR SER TR

+$775.7K

76,295 +5%

增持

BND VANGUARD BD INDEX FDS

+$763.2K

130,626 +8%

减持

— ARISTA NETWORKS INC

-$763.1K

26,204 -25%

减持

IWM ISHARES TR

-$752.5K

40,373 -15%

建仓

GME GAMESTOP CORP NEW

+$746.2K

40,424

增持

SDY SPDR SER TR

+$719.6K

45,052 +2%

减持

TLT ISHARES TR

-$713.8K

43,091 -12%

增持

IYR ISHARES TR

+$711.8K

13,800 +150%

增持

MUB ISHARES TR

+$699.0K

19,541 +47%

增持

SPY SPDR S&P 500 ETF TR

+$691.3K

22,859 +1%

增持

IJH ISHARES TR

+$688.0K

19,930 +6%

减持

DFSD DIMENSIONAL ETF TRUST

-$686.6K

8,513 -64%

增持

HAL HALLIBURTON CO

+$678.1K

45,135 +1%

建仓

DFSU DIMENSIONAL ETF TRUST

+$676.0K

27,115

增持

IXUS ISHARES TR

+$665.1K

69,956 +5%

建仓

DFIP DIMENSIONAL ETF TRUST

+$658.5K

15,999

减持

JPM JPMORGAN CHASE & CO

+$642.1K

25,414 -4%

增持

VOT VANGUARD INDEX FDS

+$640.7K

23,691 +12%

清仓

CMDY ISHARES U S ETF TR

-$636.0K

0 -100%

清仓

— BRIGHT HEALTH GROUP INC

-$635.0K

0 -100%

增持

SCHG SCHWAB STRATEGIC TR

+$619.0K

22,066 +103%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$618.9K

98,972 +11%

减持

TECK TECK RESOURCES LTD

+$617.3K

90,806 -2%

减持

BSV VANGUARD BD INDEX FDS

-$617.2K

215,724 -4%

增持

CMCSA COMCAST CORP NEW

+$608.6K

42,481 +42%

建仓

BBIN J P MORGAN EXCHANGE TRADED F

+$607.4K

12,238

建仓

FDHY FIDELITY COVINGTON TRUST

+$587.5K

12,772

减持

RSP INVESCO EXCHANGE TRADED FD T

+$576.3K

44,596 -1%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$574.7K

65,248 -15%

增持

PCAR PACCAR INC

+$570.7K

31,097 +4%

增持

USB US BANCORP DEL

+$557.3K

128,325 +3%

增持

GILD GILEAD SCIENCES INC

+$539.6K

18,981 +7%

建仓

SCHA SCHWAB STRATEGIC TR

+$539.4K

13,314

增持

AVDV AMERICAN CENTY ETF TR

+$537.4K

29,149 +29%

增持

EFA ISHARES TR

+$537.1K

39,155 +8%

增持

VTI VANGUARD INDEX FDS

+$536.7K

28,791 +4%

减持

AMGN AMGEN INC

+$532.5K

14,973 -1%

增持

VV VANGUARD INDEX FDS

+$529.3K

33,044 +3%

减持

VYMI VANGUARD WHITEHALL FDS

-$527.5K

72,545 -22%

减持

VNQ VANGUARD INDEX FDS

-$518.1K

112,947 -8%

增持

VOO VANGUARD INDEX FDS

+$512.7K

5,133 +30%

减持

XLV SELECT SECTOR SPDR TR

+$505.3K

35,968 -1%

增持

DVY ISHARES TR

+$497.9K

29,791 +3%

增持

VBR VANGUARD INDEX FDS

+$492.2K

23,773 +4%

增持

— PIONEER NAT RES CO

+$488.1K

18,070 +8%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$486.0K

65,150 -13%

建仓

SCZ ISHARES TR

+$484.3K

8,574

减持

SUB ISHARES TR

-$484.1K

17,453 -22%

增持

EEMV ISHARES INC

+$473.3K

45,114 +19%

增持

KO COCA COLA CO

+$462.2K

28,645 +18%

清仓

AVSU AMERICAN CENTY ETF TR

-$460.0K

0 -100%

清仓

USHY ISHARES TR

-$459.0K

0 -100%

减持

PFE PFIZER INC

+$451.6K

73,586 -3%

减持

MRK MERCK & CO INC

+$450.2K

19,740 -2%

减持

QQQ INVESCO QQQ TR

-$439.7K

58,131 -2%

减持

ARKK ARK ETF TR

-$438.4K

40,160 -11%

减持

IEMG ISHARES INC

-$436.7K

16,323 -41%

增持

ORCL ORACLE CORP

+$432.9K

20,784 +0%

减持

BLV VANGUARD BD INDEX FDS

-$432.2K

14,782 -29%

清仓

— J P MORGAN EXCHANGE TRADED F

-$432.0K

0 -100%

增持

VB VANGUARD INDEX FDS

+$428.9K

29,671 +1%

清仓

— LIVENT CORP

-$418.0K

0 -100%

增持

MCD MCDONALDS CORP

+$410.3K

5,537 +22%

清仓

BRK/A BERKSHIRE HATHAWAY INC DEL

-$406.0K

0 -100%