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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 29
增持 84
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$18.8M
255,363
+8%
增持
VUG
VANGUARD INDEX FDS
+$15.7M
122,232
+61%
增持
VTV
VANGUARD INDEX FDS
+$12.7M
173,997
+99%
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
QQQ
INVESCO QQQ TR
+$12.1M
64,981
+76%
增持
VYM
VANGUARD WHITEHALL FDS
+$11.3M
111,409
+2256%
减持
AAPL
APPLE INC
-$10.0M
320,674
-27%
增持
BSV
VANGUARD BD INDEX FDS
+$9.8M
211,056
+160%
增持
AVUV
AMERICAN CENTY ETF TR
+$8.7M
118,295
+1728%
减持
IUSB
ISHARES TR
-$8.3M
54,053
-77%
增持
VV
VANGUARD INDEX FDS
+$6.5M
34,146
+1333%
增持
BND
VANGUARD BD INDEX FDS
+$5.7M
162,330
+96%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.6M
43,012
+606%
增持
TSLA
TESLA INC
+$5.5M
52,974
+31%
减持
IVV
ISHARES TR
-$5.4M
127,866
-16%
增持
VNQ
VANGUARD INDEX FDS
+$5.1M
108,704
+125%
增持
VO
VANGUARD INDEX FDS
+$4.8M
23,508
+1199%
减持
MBB
ISHARES TR
-$4.7M
11,839
-81%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
58,834
+18%
减持
EFG
ISHARES TR
-$4.3M
14,995
-76%
建仓
AVIV
AMERICAN CENTY ETF TR
+$4.3M
88,258
增持
IWF
ISHARES TR
+$4.3M
64,146
+17%
增持
IJH
ISHARES TR
+$4.2M
19,531
+459%
增持
AMZN
AMAZON COM INC
+$4.0M
117,404
+8%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$3.9M
62,411
减持
GOVT
ISHARES TR
-$3.9M
39,416
-81%
增持
BIV
VANGUARD BD INDEX FDS
+$3.9M
89,411
+144%
增持
VB
VANGUARD INDEX FDS
+$3.7M
36,299
+97%
减持
EFV
ISHARES TR
-$3.7M
16,645
-82%
增持
NVDA
NVIDIA CORPORATION
+$3.6M
13,520
+80%
减持
DIS
DISNEY WALT CO
-$3.6M
15,621
-69%
建仓
AMLP
ALPS ETF TR
+$3.6M
91,835
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.5M
162,001
+85%
增持
SPY
SPDR S&P 500 ETF TR
+$3.5M
22,247
+42%
增持
VTEB
VANGUARD MUN BD FDS
+$3.4M
83,338
+460%
减持
ESGU
ISHARES TR
-$3.4M
8,620
-82%
清仓
AIG
AMERICAN INTL GROUP INC
-$3.3M
0
-100%
增持
SLYV
SPDR SER TR
+$3.3M
76,025
+122%
增持
—
BLACKROCK INC
+$3.2M
5,052
+1258%
减持
TLT
ISHARES TR
-$3.2M
19,651
-60%
增持
IJR
ISHARES TR
+$3.2M
121,488
+32%
增持
CARR
CARRIER GLOBAL CORPORATION
+$3.0M
96,738
+144%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.0M
117,412
+107%
增持
DHR
DANAHER CORPORATION
+$2.7M
21,496
+123%
增持
GOOG
ALPHABET INC
+$2.7M
75,324
+22%
建仓
DISV
DIMENSIONAL ETF TRUST
+$2.7M
113,697
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.6M
48,724
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.6M
88,272
+115%
减持
EWJ
ISHARES INC
-$2.5M
24,636
-64%
增持
LLY
LILLY ELI & CO
+$2.5M
13,565
+20%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.4M
16,171
-75%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.3M
26,224
-55%
增持
NOW
SERVICENOW INC
+$2.3M
4,963
+350%
减持
TECK
TECK RESOURCES LTD
-$2.2M
42,963
-61%
建仓
URI
UNITED RENTALS INC
+$2.2M
4,878
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.1M
13,408
-76%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.1M
152,981
+92%
增持
VOT
VANGUARD INDEX FDS
+$2.0M
23,802
+58%
建仓
AVDV
AMERICAN CENTY ETF TR
+$2.0M
34,086
增持
SMH
VANECK ETF TRUST
+$1.9M
18,787
+391%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.8M
85,413
+365%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.8M
12,854
+63%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$1.7M
36,405
+32%
减持
ITOT
ISHARES TR
-$1.7M
121,972
-19%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
31,008
+24%
减持
XLV
SELECT SECTOR SPDR TR
-$1.7M
15,472
-47%
增持
COMT
ISHARES U S ETF TR
+$1.6M
184,857
+58%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
34,359
+194%
增持
GOOGL
ALPHABET INC
+$1.6M
63,840
+9%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
21,313
+7%
增持
DVY
ISHARES TR
+$1.5M
25,587
+112%
增持
VBR
VANGUARD INDEX FDS
+$1.5M
22,965
+57%
建仓
MINT
PIMCO ETF TR
+$1.5M
14,542
增持
—
VERTEX ENERGY INC
-$1.4M
569,228
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
38,070
+23%
减持
IXUS
ISHARES TR
-$1.4M
47,897
-33%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
33,807
+26%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$1.4M
48,186
增持
VOO
VANGUARD INDEX FDS
+$1.4M
6,960
+79%
建仓
BLOK
AMPLIFY ETF TR
+$1.3M
59,325
减持
TIP
ISHARES TR
-$1.3M
18,694
-39%
增持
ARKK
ARK ETF TR
+$1.3M
40,381
+219%
增持
XLI
SELECT SECTOR SPDR TR
+$1.3M
14,510
+403%
增持
EFA
ISHARES TR
+$1.2M
38,171
+76%
减持
—
ARCH RESOURCES INC
-$1.2M
3,302
-73%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.2M
20,295
+111%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.2M
3,488
+228%
减持
TLH
ISHARES TR
-$1.2M
2,979
-77%
建仓
U
UNITY SOFTWARE INC
+$1.2M
26,673
建仓
ARKF
ARK ETF TR
+$1.1M
54,717
增持
AGG
ISHARES TR
+$1.1M
103,545
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
15,613
+109%
减持
TFI
SPDR SER TR
-$1.1M
5,425
-81%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$1.1M
168,425
+442%
增持
BA
BOEING CO
+$1.1M
24,691
+27%
增持
ORCL
ORACLE CORP
+$1.1M
19,357
+46%
减持
XLP
SELECT SECTOR SPDR TR
-$1.1M
7,837
-64%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
10,199
+7%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.0M
31,026
减持
AA
ALCOA CORP
-$1.0M
72,777
-11%
减持
ITB
ISHARES TR
-$1.0M
14,171
-55%
建仓
SCHV
SCHWAB STRATEGIC TR
+$997.5K
14,868
建仓
—
KRANESHARES TR
+$992.8K
61,018
减持
QUAL
ISHARES TR
-$992.2K
30,105
-26%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$989.8K
21,335
建仓
BLV
VANGUARD BD INDEX FDS
+$981.6K
13,102
建仓
CG
CARLYLE GROUP INC
+$959.5K
30,032
减持
NOC
NORTHROP GRUMMAN CORP
-$952.3K
9,943
-16%
增持
ABT
ABBOTT LABS
+$937.0K
13,304
+162%
减持
MUB
ISHARES TR
-$934.9K
9,104
-49%
增持
SCHG
SCHWAB STRATEGIC TR
+$932.6K
22,195
+98%
增持
—
EXXON MOBIL CORP
+$921.1K
136,134
+9%
增持
EEM
ISHARES TR
+$914.9K
37,663
+158%
增持
IMCG
ISHARES TR
+$914.3K
28,978
+96%
清仓
USIG
ISHARES TR
-$912.7K
0
-100%
建仓
—
ETF MANAGERS TR
+$910.5K
97,068
建仓
GME
GAMESTOP CORP NEW
+$903.1K
37,240
增持
LQD
ISHARES TR
+$900.5K
16,444
+105%
增持
NEM
NEWMONT CORP
+$883.9K
73,966
+60%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$880.7K
35,975
增持
LOW
LOWES COS INC
+$860.9K
6,475
+116%
增持
HYG
ISHARES TR
+$853.4K
19,889
+135%
增持
SPYM
SPDR SER TR
+$831.8K
78,797
+16%
增持
XLK
SELECT SECTOR SPDR TR
+$828.1K
30,944
+3%
增持
RITM
RITHM CAPITAL CORP
+$819.9K
119,493
+221%
建仓
SCHE
SCHWAB STRATEGIC TR
+$812.2K
32,976
减持
HON
HONEYWELL INTL INC
-$800.6K
10,386
-33%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$780.5K
137,917
+15%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$770.6K
18,655
清仓
SUSL
ISHARES TR
-$766.0K
0
-100%
建仓
AVLV
AMERICAN CENTY ETF TR
+$761.7K
14,277
清仓
FALN
ISHARES TR
-$742.6K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$722.7K
8,997
-13%
清仓
FDHY
FIDELITY COVINGTON TRUST
-$718.7K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$711.4K
4,921
增持
IEFA
ISHARES TR
+$703.9K
294,353
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$700.9K
11,317
+321%
增持
PEP
PEPSICO INC
+$692.5K
9,710
+60%
增持
JPM
JPMORGAN CHASE & CO
+$689.1K
21,527
+15%
增持
—
UNITED STS NAT GAS FD LP
+$687.5K
450,862
+18%
增持
BKR
BAKER HUGHES COMPANY
+$686.3K
43,834
+81%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$678.6K
4,465
减持
META
META PLATFORMS INC
+$677.5K
9,861
-3%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$674.3K
9,441
增持
PG
PROCTER AND GAMBLE CO
+$672.6K
33,974
+13%
增持
OIH
VANECK ETF TRUST
+$670.5K
24,655
+6%
增持
IEF
ISHARES TR
+$668.5K
21,513
+51%
增持
XLC
SELECT SECTOR SPDR TR
+$664.9K
18,558
+98%
减持
IEV
ISHARES TR
-$663.1K
4,672
-74%
建仓
CSX
CSX CORP
+$661.2K
19,389
建仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$660.2K
66,289
