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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 8
增持 24
减持 87
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$13.3M
87,385
-52%
减持
VYM
VANGUARD WHITEHALL FDS
-$12.0M
4,728
-96%
减持
BSV
VANGUARD BD INDEX FDS
-$10.0M
81,032
-62%
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。
减持
AAPL
APPLE INC
+$9.9M
437,556
-9%
减持
MSFT
MICROSOFT CORP
+$6.2M
236,559
-8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.4M
6,090
-86%
减持
VNQ
VANGUARD INDEX FDS
-$5.3M
48,214
-57%
减持
VV
VANGUARD INDEX FDS
-$5.3M
2,383
-93%
建仓
—
VERTEX ENERGY INC
+$5.0M
506,640
建仓
AVXL
ANAVEX LIFE SCIENCES CORP
+$4.7M
548,237
增持
TSLA
TESLA INC
+$4.6M
40,446
+30%
减持
VO
VANGUARD INDEX FDS
-$4.3M
1,810
-92%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$4.3M
0
-100%
增持
QUAL
ISHARES TR
+$4.2M
40,725
+469%
减持
AVUV
AMERICAN CENTY ETF TR
-$4.2M
6,470
-90%
减持
IJR
ISHARES TR
-$4.0M
92,275
-33%
建仓
EWJ
ISHARES INC
+$4.0M
68,343
减持
IJH
ISHARES TR
-$3.9M
3,496
-82%
减持
QQQ
INVESCO QQQ TR
-$3.6M
36,984
-36%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.6M
49,708
-19%
增持
IUSB
ISHARES TR
+$3.5M
232,795
+45%
减持
VTEB
VANGUARD MUN BD FDS
-$3.4M
14,887
-82%
增持
DIS
DISNEY WALT CO
+$3.4M
50,083
+161%
清仓
AMLP
ALPS ETF TR
-$3.3M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$3.3M
82,742
-37%
减持
ISRG
INTUITIVE SURGICAL INC
-$3.3M
9,525
-56%
增持
IEFA
ISHARES TR
+$3.3M
286,686
+11%
减持
SLYV
SPDR SER TR
-$3.1M
34,194
-55%
减持
BIV
VANGUARD BD INDEX FDS
-$3.0M
36,659
-53%
减持
GE
GENERAL ELECTRIC CO
-$3.0M
15,702
-71%
减持
COMT
ISHARES U S ETF TR
-$3.0M
116,654
-47%
减持
—
ARISTA NETWORKS INC
-$2.9M
1,851
-93%
减持
SHYG
ISHARES TR
-$2.8M
20,421
-77%
建仓
—
UNITED STS NAT GAS FD LP
+$2.7M
382,987
增持
EFG
ISHARES TR
+$2.6M
61,524
+65%
清仓
PINS
PINTEREST INC
-$2.6M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$2.5M
54,736
-32%
增持
IEMG
ISHARES INC
+$2.5M
65,898
+304%
清仓
EEMV
ISHARES INC
-$2.4M
0
-100%
建仓
USFR
WISDOMTREE TR
+$2.4M
47,531
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
26,891
-27%
清仓
DISV
DIMENSIONAL ETF TRUST
-$2.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$2.3M
15,636
-32%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.3M
56,599
-47%
减持
DVY
ISHARES TR
-$2.2M
12,097
-59%
减持
ESGU
ISHARES TR
-$2.1M
46,956
-38%
增持
SPYM
SPDR SER TR
+$2.1M
68,003
+164%
减持
VUG
VANGUARD INDEX FDS
-$2.1M
75,833
-23%
减持
IWM
ISHARES TR
-$2.1M
27,887
-31%
减持
FAST
FASTENAL CO
-$2.0M
9,892
-82%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.0M
87,425
-39%
减持
VB
VANGUARD INDEX FDS
-$2.0M
18,400
-38%
减持
IWD
ISHARES TR
-$1.8M
49,025
-20%
清仓
MINT
PIMCO ETF TR
-$1.8M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.7M
79,722
-48%
清仓
AVDV
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
增持
MBB
ISHARES TR
+$1.6M
61,637
+34%
清仓
AVIV
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.5M
7,879
-37%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.5M
18,377
-78%
减持
VBR
VANGUARD INDEX FDS
-$1.5M
14,610
-39%
减持
AMZN
AMAZON COM INC
+$1.4M
109,203
-7%
减持
—
EXXON MOBIL CORP
-$1.4M
124,743
-9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.4M
41,001
-42%
增持
GOVT
ISHARES TR
+$1.3M
207,029
+34%
减持
VOT
VANGUARD INDEX FDS
-$1.3M
15,029
-37%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
40,507
+205%
清仓
PICK
ISHARES INC
-$1.3M
0
-100%
减持
LQD
ISHARES TR
-$1.3M
8,008
-61%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
30,841
-22%
减持
IYE
ISHARES TR
-$1.2M
10,212
-72%
增持
ISTB
ISHARES TR
+$1.2M
29,487
+583%
增持
GLD
SPDR GOLD TR
+$1.2M
29,955
+18%
减持
EEM
ISHARES TR
-$1.2M
14,572
-69%
减持
HON
HONEYWELL INTL INC
-$1.2M
15,466
-19%
减持
XLV
SELECT SECTOR SPDR TR
-$1.1M
28,939
-20%
减持
SUB
ISHARES TR
-$1.1M
6,506
-63%
清仓
SCHV
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
清仓
—
ETF MANAGERS TR
-$1.1M
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.1M
1,063
-70%
减持
USB
US BANCORP DEL
-$1.1M
125,356
-2%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$1.1M
31,100
-80%
清仓
BLV
VANGUARD BD INDEX FDS
-$1.1M
0
-100%
减持
ABBV
ABBVIE INC
-$1.1M
8,740
-42%
减持
HYG
ISHARES TR
-$1.1M
8,467
-63%
减持
IWR
ISHARES TR
-$1.0M
28,261
-37%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.0M
9,630
-53%
减持
EFA
ISHARES TR
-$1.0M
21,629
-45%
减持
BA
BOEING CO
-$988.0K
19,403
-28%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$972.0K
119,552
+21%
减持
JPM
JPMORGAN CHASE & CO
-$966.2K
18,738
-26%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$965.0K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
-$959.7K
65,327
-3%
增持
TLT
ISHARES TR
+$949.5K
49,259
+14%
减持
PFE
PFIZER INC
-$918.2K
69,910
-5%
增持
VXUS
VANGUARD STAR FDS
+$915.7K
90,527
+15%
增持
CARR
CARRIER GLOBAL CORPORATION
+$911.8K
39,612
+81%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$904.8K
0
-100%
减持
ABT
ABBOTT LABS
-$872.7K
5,071
-60%
减持
MTUM
ISHARES TR
-$872.0K
3,019
-66%
减持
EMB
ISHARES TR
-$870.5K
27,144
-29%
减持
SMH
VANECK ETF TRUST
-$862.7K
3,826
-58%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$861.5K
0
-100%
增持
IEUR
ISHARES TR
+$827.1K
39,809
+50%
减持
BTI
BRITISH AMERN TOB PLC
-$819.5K
20,806
-46%
减持
CVX
CHEVRON CORP NEW
-$810.0K
23,941
-9%
减持
SCHF
SCHWAB STRATEGIC TR
-$807.6K
31,175
-47%
增持
—
ARCH RESOURCES INC
+$786.2K
12,106
+115%
清仓
DIHP
DIMENSIONAL ETF TRUST
-$777.1K
0
-100%
减持
IBB
ISHARES TR
-$765.6K
45,746
-10%
清仓
GME
GAMESTOP CORP NEW
-$746.2K
0
-100%
减持
ARKK
ARK ETF TR
-$743.2K
12,676
-68%
清仓
BLOK
AMPLIFY ETF TR
-$737.3K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$729.2K
1,724
-6%
减持
META
META PLATFORMS INC
+$724.7K
10,156
-14%
减持
SCHD
SCHWAB STRATEGIC TR
-$718.1K
11,677
-44%
清仓
CSX
CSX CORP
-$696.2K
0
-100%
减持
LOW
LOWES COS INC
-$694.1K
3,003
-54%
清仓
DFSU
DIMENSIONAL ETF TRUST
-$676.0K
0
-100%
清仓
DFIP
DIMENSIONAL ETF TRUST
-$658.5K
0
-100%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$648.1K
6,471
增持
AVGO
BROADCOM INC
+$644.8K
7,198
+1%
减持
ICVT
ISHARES TR
-$642.0K
3,296
-74%
清仓
AVLV
AMERICAN CENTY ETF TR
-$640.7K
0
-100%
减持
PEP
PEPSICO INC
-$637.8K
6,067
-37%
增持
FCX
FREEPORT-MCMORAN INC
+$632.7K
133,325
+5%
减持
UNP
UNION PAC CORP
-$629.0K
5,722
-33%
清仓
TMUS
T-MOBILE US INC
-$626.9K
0
-100%
清仓
ARKF
ARK ETF TR
-$622.9K
0
-100%
减持
RITM
RITHM CAPITAL CORP
-$622.2K
37,175
-67%
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$621.2K
0
-100%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$620.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$617.6K
59,707
-13%
清仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$617.1K
0
-100%
增持
GDXJ
VANECK ETF TRUST
+$615.6K
61,041
+21%
清仓
U
UNITY SOFTWARE INC
-$613.4K
0
-100%
增持
OIH
VANECK ETF TRUST
+$591.2K
23,167
+21%
减持
ITB
ISHARES TR
-$580.5K
31,473
-32%
清仓
AAXJ
ISHARES TR
-$573.9K
0
-100%
增持
TECK
TECK RESOURCES LTD
+$570.6K
109,723
+21%
减持
PM
PHILIP MORRIS INTL INC
-$568.0K
5,203
-51%
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$568.0K
0
-100%
减持
—
SEAGEN INC
+$560.6K
7,583
-0%
减持
EMR
EMERSON ELEC CO
-$546.0K
13,891
-24%
建仓
XLC
SELECT SECTOR SPDR TR
+$542.9K
9,365
清仓
AVRE
AMERICAN CENTY ETF TR
-$541.1K
0
-100%
减持
IJJ
ISHARES TR
-$534.0K
3,823
-58%
减持
IWF
ISHARES TR
+$529.4K
54,714
-9%
减持
AMGN
AMGEN INC
-$521.7K
14,108
-6%
建仓
ZTS
ZOETIS INC
+$519.3K
3,119
