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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 41
减持 86
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$24.6M
197,549
-23%
减持
VTV
VANGUARD INDEX FDS
-$16.9M
56,556
-67%
减持
BSV
VANGUARD BD INDEX FDS
-$13.5M
32,867
-84%
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
VUG
VANGUARD INDEX FDS
-$12.7M
80,313
-34%
减持
IVV
ISHARES TR
-$12.3M
104,111
-19%
减持
VYM
VANGUARD WHITEHALL FDS
-$11.5M
2,999
-97%
减持
IWF
ISHARES TR
-$9.4M
30,969
-52%
增持
SPYV
SPDR SER TR
+$9.1M
230,840
+2365%
减持
VNQ
VANGUARD INDEX FDS
-$7.7M
17,757
-84%
减持
VV
VANGUARD INDEX FDS
-$6.5M
2,182
-94%
减持
IWD
ISHARES TR
-$6.2M
8,679
-82%
减持
BIV
VANGUARD BD INDEX FDS
-$6.0M
9,637
-89%
增持
AAPL
APPLE INC
-$5.5M
331,455
+3%
减持
IBB
ISHARES TR
-$5.3M
9,443
-81%
减持
BND
VANGUARD BD INDEX FDS
-$5.2M
93,883
-42%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.2M
51,157
-68%
减持
RTX
RTX CORPORATION
-$4.8M
35,496
-53%
减持
VO
VANGUARD INDEX FDS
-$4.6M
2,899
-88%
减持
IJH
ISHARES TR
-$4.2M
3,499
-82%
减持
VB
VANGUARD INDEX FDS
-$4.2M
16,078
-56%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
22,422
+66%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$3.9M
0
-100%
减持
IJR
ISHARES TR
-$3.9M
86,694
-29%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.9M
43,300
-69%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.8M
47,495
+394%
增持
DFSU
DIMENSIONAL ETF TRUST
+$3.6M
179,785
+273%
减持
LMT
LOCKHEED MARTIN CORP
-$3.6M
1,331
-85%
减持
VOT
VANGUARD INDEX FDS
-$3.4M
7,627
-68%
减持
VTEB
VANGUARD MUN BD FDS
-$3.2M
20,199
-76%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.1M
276,713
+81%
减持
NOC
NORTHROP GRUMMAN CORP
-$3.0M
3,389
-66%
减持
SBUX
STARBUCKS CORP
-$2.9M
42,209
-38%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.8M
38,033
-57%
减持
EMB
ISHARES TR
-$2.8M
2,773
-92%
增持
CG
CARLYLE GROUP INC
+$2.6M
118,710
+295%
减持
NEM
NEWMONT CORP
-$2.5M
16,668
-77%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.5M
40,548
+1236%
增持
UBER
UBER TECHNOLOGIES INC
+$2.2M
64,675
+285%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$2.2M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$2.2M
73,826
+1009%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.2M
93,621
+92%
增持
SPYM
SPDR SER TR
+$2.1M
123,136
+56%
减持
AA
ALCOA CORP
-$2.1M
14,171
-81%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
23,079
-32%
减持
IEUR
ISHARES TR
-$1.9M
6,320
-85%
减持
IYW
ISHARES TR
-$1.9M
4,746
-79%
减持
EFA
ISHARES TR
-$1.9M
12,780
-67%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.9M
27,860
-27%
减持
DVY
ISHARES TR
-$1.8M
9,902
-61%
减持
SLV
ISHARES SILVER TR
-$1.8M
108,674
-44%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.8M
31,145
-14%
减持
AGG
ISHARES TR
-$1.7M
89,301
-14%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
24,058
-29%
减持
IWP
ISHARES TR
-$1.6M
23,098
-40%
增持
XLY
SELECT SECTOR SPDR TR
+$1.6M
18,464
+124%
增持
—
EXXON MOBIL CORP
+$1.5M
137,115
+1%
清仓
HYG
ISHARES TR
-$1.5M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
61,452
+4%
增持
DHR
DANAHER CORPORATION
+$1.4M
26,592
+24%
减持
QUAL
ISHARES TR
-$1.4M
19,926
-34%
减持
VBR
VANGUARD INDEX FDS
-$1.4M
14,860
-35%
减持
LQD
ISHARES TR
-$1.4M
4,168
-75%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
25,929
-16%
减持
EEM
ISHARES TR
-$1.3M
5,280
-86%
减持
—
VERTEX ENERGY INC
-$1.3M
516,376
-9%
减持
TECK
TECK RESOURCES LTD
-$1.3M
12,873
-70%
清仓
ITB
ISHARES TR
-$1.2M
0
-100%
减持
EWJ
ISHARES INC
-$1.2M
5,243
-79%
减持
—
BARRICK GOLD CORP
-$1.2M
23,199
-75%
增持
HON
HONEYWELL INTL INC
+$1.2M
18,146
+75%
减持
XLU
SELECT SECTOR SPDR TR
-$1.2M
4,075
-81%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
19,074
-44%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.1M
103,317
-13%
建仓
URA
GLOBAL X FDS
+$1.1M
41,200
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$1.1M
31,305
-81%
减持
IWM
ISHARES TR
-$1.1M
20,713
-18%
清仓
IYE
ISHARES TR
-$1.1M
0
-100%
减持
DE
DEERE & CO
-$1.1M
12,559
-13%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.1M
46,647
-45%
增持
DVN
DEVON ENERGY CORP NEW
+$1.0M
95,072
+32%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.0M
8,519
-62%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.0M
22,143
增持
GOOG
ALPHABET INC
+$1.0M
76,976
+2%
增持
—
BLACKROCK INC
+$997.8K
6,944
+37%
清仓
SCHV
SCHWAB STRATEGIC TR
-$997.5K
0
-100%
清仓
—
KRANESHARES TR
-$992.8K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$989.8K
0
-100%
减持
IYR
ISHARES TR
-$982.8K
4,069
-73%
清仓
BLV
VANGUARD BD INDEX FDS
-$981.6K
0
-100%
清仓
IWN
ISHARES TR
-$971.7K
0
-100%
减持
DISV
DIMENSIONAL ETF TRUST
-$963.4K
72,563
-36%
增持
IWR
ISHARES TR
+$931.1K
43,764
+52%
增持
NOW
SERVICENOW INC
+$910.7K
6,619
+33%
清仓
GOVT
ISHARES TR
-$902.6K
0
-100%
增持
META
META PLATFORMS INC
+$891.5K
12,396
+26%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$871.6K
78,038
+260%
增持
TSLA
TESLA INC
+$862.9K
58,868
+11%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$839.1K
37,108
+65%
减持
PEP
PEPSICO INC
-$837.9K
5,670
-42%
清仓
SCHE
SCHWAB STRATEGIC TR
-$812.2K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$808.7K
24,113
-47%
减持
GLD
SPDR GOLD TR
-$794.4K
30,071
-10%
增持
GOOGL
ALPHABET INC
+$776.3K
64,328
+1%
清仓
AVLV
AMERICAN CENTY ETF TR
-$761.7K
0
-100%
减持
OIH
VANECK ETF TRUST
+$755.5K
22,740
-8%
增持
DFSI
DIMENSIONAL ETF TRUST
+$754.8K
43,261
+170%
建仓
TFLO
ISHARES TR
+$744.3K
14,669
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$727.2K
30,650
+90%
增持
EFV
ISHARES TR
+$717.5K
31,312
+88%
减持
IEF
ISHARES TR
-$716.5K
14,867
-31%
增持
DFIC
DIMENSIONAL ETF TRUST
+$715.8K
56,555
+127%
减持
AEM
AGNICO EAGLE MINES LTD
-$710.8K
66,685
-11%
减持
SUB
ISHARES TR
-$701.6K
4,186
-62%
减持
QCOM
QUALCOMM INC
-$663.9K
21,346
-16%
清仓
CSX
CSX CORP
-$661.2K
0
-100%
增持
—
PIONEER NAT RES CO
+$655.5K
19,929
+5%
减持
IJS
ISHARES TR
-$647.1K
17,939
-24%
减持
UNP
UNION PAC CORP
-$637.8K
5,389
-36%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$633.8K
17,975
-31%
减持
LOW
LOWES COS INC
-$623.4K
4,032
-38%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$622.3K
133,000
+13%
减持
UPS
UNITED PARCEL SERVICE INC
-$622.1K
4,509
-39%
减持
AMGN
AMGEN INC
+$612.7K
14,472
-2%
减持
TXN
TEXAS INSTRS INC
-$612.7K
2,822
-52%
建仓
DKNG
DRAFTKINGS INC NEW
+$611.1K
20,759
减持
IJJ
ISHARES TR
-$610.4K
3,714
-60%
减持
SLYV
SPDR SER TR
-$610.0K
72,659
-4%
清仓
TMUS
T-MOBILE US INC
-$601.3K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$597.2K
25,299
+89%
增持
COWZ
PACER FDS TR
+$583.8K
28,690
+65%
减持
SPY
SPDR S&P 500 ETF TR
-$564.1K
21,749
-2%
增持
VOO
VANGUARD INDEX FDS
+$547.4K
8,612
+24%
清仓
PGR
PROGRESSIVE CORP
-$546.7K
0
-100%
减持
PFE
PFIZER INC
-$530.3K
64,536
-11%
减持
GM
GENERAL MTRS CO
-$526.0K
8,435
-60%
减持
MINT
PIMCO ETF TR
-$511.5K
9,380
-35%
清仓
FAST
FASTENAL CO
-$510.7K
0
-100%
清仓
SCZ
ISHARES TR
-$510.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$495.0K
11,363
-27%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$483.0K
11,163
增持
SPYG
SPDR SER TR
+$482.5K
14,250
+140%
减持
COST
COSTCO WHSL CORP NEW
+$469.8K
21,142
-1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$467.7K
16,647
+94%
减持
MRK
MERCK & CO INC
-$458.4K
16,041
-12%
减持
COMT
ISHARES U S ETF TR
+$448.7K
180,146
-3%
增持
ISRG
INTUITIVE SURGICAL INC
-$444.4K
10,411
+2%
减持
IEMG
ISHARES INC
-$441.3K
46,358
-14%
增持
AVXL
ANAVEX LIFE SCIENCES CORP
-$436.8K
720,990
+14%
增持
DIHP
DIMENSIONAL ETF TRUST
+$430.8K
56,555
+57%
减持
XLE
SELECT SECTOR SPDR TR
+$429.6K
51,836
-1%
