小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 28
增持 84
减持 30
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$33.4M
254,607
+29%
增持
VTV
VANGUARD INDEX FDS
+$19.4M
182,155
+222%
减持
IEFA
ISHARES TR
-$17.3M
41,560
-87%
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
BSV
VANGUARD BD INDEX FDS
+$12.7M
197,061
+500%
增持
IWF
ISHARES TR
+$11.2M
63,998
+107%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.5M
96,756
+3126%
增持
VUG
VANGUARD INDEX FDS
+$8.9M
98,867
+23%
减持
SPYV
SPDR SER TR
-$8.8M
14,854
-94%
增持
VNQ
VANGUARD INDEX FDS
+$8.2M
107,515
+505%
减持
IVV
ISHARES TR
-$7.5M
77,853
-25%
增持
VV
VANGUARD INDEX FDS
+$7.3M
35,251
+1516%
增持
IWM
ISHARES TR
+$6.5M
50,862
+146%
增持
BND
VANGUARD BD INDEX FDS
+$6.5M
177,024
+89%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.3M
177,402
+247%
增持
BIV
VANGUARD BD INDEX FDS
+$6.0M
88,251
+816%
增持
IWD
ISHARES TR
+$6.0M
44,398
+412%
增持
BA
BOEING CO
+$5.7M
40,696
+58%
增持
VO
VANGUARD INDEX FDS
+$5.0M
23,983
+727%
减持
AAPL
APPLE INC
+$4.9M
320,419
-3%
增持
IJH
ISHARES TR
+$4.8M
20,507
+486%
增持
AMZN
AMAZON COM INC
+$4.5M
127,834
+9%
建仓
ITA
ISHARES TR
+$4.4M
35,109
增持
VB
VANGUARD INDEX FDS
+$4.3M
36,211
+125%
清仓
—
BUNGE LIMITED
-$4.1M
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$4.0M
52,725
增持
NFLX
NETFLIX INC
+$4.0M
10,023
+332%
减持
DVN
DEVON ENERGY CORP NEW
-$3.9M
13,908
-85%
增持
VTEB
VANGUARD MUN BD FDS
+$3.9M
94,536
+368%
增持
QQQ
INVESCO QQQ TR
+$3.8M
67,466
+1%
减持
—
PIONEER NAT RES CO
-$3.3M
5,613
-72%
减持
CARR
CARRIER GLOBAL CORPORATION
-$3.2M
20,846
-74%
减持
EXE
CHESAPEAKE ENERGY CORP
-$3.1M
17,216
-67%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.1M
95,829
+152%
清仓
—
UNITED STS NAT GAS FD LP
-$3.0M
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$3.0M
20,240
+165%
减持
—
EXXON MOBIL CORP
-$2.8M
133,685
-3%
减持
SHY
ISHARES TR
-$2.7M
20,384
-63%
增持
EMB
ISHARES TR
+$2.7M
33,191
+1097%
增持
AVXL
ANAVEX LIFE SCIENCES CORP
+$2.7M
798,293
+11%
减持
IJR
ISHARES TR
-$2.6M
51,290
-41%
增持
SBUX
STARBUCKS CORP
+$2.6M
67,112
+59%
增持
ITOT
ISHARES TR
+$2.5M
139,981
+7%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
24,569
+10%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$2.4M
20,582
建仓
ILF
ISHARES TR
+$2.3M
79,925
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
47,976
+152%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.1M
11,307
-64%
增持
EFA
ISHARES TR
+$2.0M
38,607
+202%
增持
IYW
ISHARES TR
+$2.0M
20,322
+328%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
36,885
+32%
减持
COST
COSTCO WHSL CORP NEW
+$1.9M
20,963
-1%
增持
VBR
VANGUARD INDEX FDS
+$1.9M
23,674
+59%
增持
ORCL
ORACLE CORP
+$1.8M
35,799
+94%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
45,277
-5%
增持
DVY
ISHARES TR
+$1.8M
24,212
+145%
减持
XLE
SELECT SECTOR SPDR TR
-$1.8M
34,933
-33%
增持
AGG
ISHARES TR
+$1.7M
102,058
+14%
增持
IMCG
ISHARES TR
+$1.7M
55,424
+69%
增持
META
META PLATFORMS INC
+$1.7M
15,299
+23%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
30,237
+17%
减持
OIH
VANECK ETF TRUST
-$1.6M
20,089
-12%
建仓
HYG
ISHARES TR
+$1.6M
20,551
建仓
—
ISHARES TR
+$1.6M
62,797
建仓
—
ISHARES TR
+$1.5M
66,070
增持
GLD
SPDR GOLD TR
+$1.5M
34,972
+16%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.5M
62,924
+161%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$1.5M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
11,154
+30%
减持
COMT
ISHARES U S ETF TR
-$1.5M
151,181
-16%
清仓
—
SEAGEN INC
-$1.4M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.4M
13,141
+13%
减持
URI
UNITED RENTALS INC
-$1.4M
1,431
-72%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
105,495
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
22,480
+3%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$1.4M
185,792
+493%
增持
HON
HONEYWELL INTL INC
+$1.4M
22,484
+24%
增持
SUB
ISHARES TR
+$1.3M
16,802
+301%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.3M
105,740
+13%
增持
LQD
ISHARES TR
+$1.2M
15,033
+261%
减持
AVGO
BROADCOM INC
+$1.2M
4,579
-2%
增持
QCOM
QUALCOMM INC
+$1.2M
24,836
+16%
减持
USB
US BANCORP DEL
+$1.2M
121,981
-2%
减持
DHR
DANAHER CORPORATION
-$1.2M
23,407
-12%
建仓
IWN
ISHARES TR
+$1.2M
7,412
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
30,122
+31%
增持
MGK
VANGUARD WORLD FD
+$1.1M
7,742
+95%
增持
IYR
ISHARES TR
+$1.1M
15,550
+282%
建仓
—
ISHARES TR
+$1.1M
47,689
增持
SPYM
SPDR SER TR
+$1.0M
129,380
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.0M
283,689
+3%
建仓
BLV
VANGUARD BD INDEX FDS
+$1.0M
13,745
增持
BLOK
AMPLIFY ETF TR
+$1.0M
70,483
+28%
建仓
IBDR
ISHARES TR
+$979.6K
40,987
增持
EEM
ISHARES TR
+$969.0K
29,083
+451%
建仓
SCHV
SCHWAB STRATEGIC TR
+$959.0K
13,681
清仓
MINT
PIMCO ETF TR
-$939.3K
0
-100%
增持
UNP
UNION PAC CORP
+$918.7K
8,208
+52%
增持
SLYV
SPDR SER TR
+$914.9K
74,100
+2%
建仓
XOP
SPDR SER TR
+$905.6K
6,615
建仓
VOX
VANGUARD WORLD FDS
+$902.2K
7,663
增持
OEF
ISHARES TR
+$884.3K
8,661
+65%
增持
DFSU
DIMENSIONAL ETF TRUST
+$873.7K
188,301
+5%
增持
MUB
ISHARES TR
+$844.8K
14,010
+113%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$839.7K
4,501
建仓
FENI
FIDELITY COVINGTON TRUST
+$836.7K
31,575
增持
COIN
COINBASE GLOBAL INC
+$830.0K
7,784
+12%
增持
PG
PROCTER AND GAMBLE CO
+$825.3K
29,579
+23%
增持
SCHG
SCHWAB STRATEGIC TR
+$822.7K
17,385
+104%
增持
INTC
INTEL CORP
+$822.1K
37,667
+25%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$769.3K
25,732
-37%
增持
GDX
VANECK ETF TRUST
+$759.6K
49,857
+71%
减持
GDXJ
VANECK ETF TRUST
-$758.4K
26,470
-52%
建仓
IBDT
ISHARES TR
+$758.0K
30,211
建仓
VYMI
VANGUARD WHITEHALL FDS
+$755.7K
11,365
减持
—
BLACKROCK INC
+$745.5K
6,449
-7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$733.2K
11,564
-47%
增持
IJS
ISHARES TR
+$726.4K
22,576
+26%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$720.6K
9,140
+64%
增持
LOW
LOWES COS INC
+$718.6K
6,995
+73%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$712.0K
7,262
建仓
EMXC
ISHARES INC
+$711.0K
12,832
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$708.7K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$704.3K
20,562
+11%
增持
CAT
CATERPILLAR INC
+$688.4K
4,225
+106%
增持
IGSB
ISHARES TR
+$665.3K
37,249
+49%
增持
XLF
SELECT SECTOR SPDR TR
+$653.4K
82,506
+12%
增持
AVDE
AMERICAN CENTY ETF TR
+$651.9K
27,094
+53%
建仓
SCZ
ISHARES TR
+$648.0K
10,469
增持
PEP
PEPSICO INC
+$644.3K
9,451
+67%
增持
PCAR
PACCAR INC
+$639.2K
45,249
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$632.3K
56,694
+31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$629.8K
58,590
-5%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$629.8K
48,724
+154%
建仓
SPSM
SPDR SER TR
+$618.8K
14,671
增持
IJJ
ISHARES TR
+$615.9K
8,688
+134%
增持
IXUS
ISHARES TR
+$615.2K
57,991
+10%
清仓
XLRE
SELECT SECTOR SPDR TR
-$613.2K
0
-100%
增持
HD
HOME DEPOT INC
+$612.2K
6,274
+21%
减持
FCX
FREEPORT-MCMORAN INC
+$603.6K
131,726
-2%
建仓
CSX
CSX CORP
+$590.0K
17,019
建仓
SHOP
SHOPIFY INC
+$587.4K
7,540
建仓
FMDE
FIDELITY COVINGTON TRUST
+$585.1K
21,431
减持
IHI
ISHARES TR
-$560.4K
9,286
-58%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$555.9K
41,665
-2%
清仓
TECK
TECK RESOURCES LTD
-$554.7K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$548.0K
3,418
增持
VWOB
VANGUARD WHITEHALL FDS
+$537.1K
16,195
+93%
减持
IUSB
ISHARES TR
-$530.4K
38,444
-27%
建仓
MSTR
MICROSTRATEGY INC
+$529.9K
839
建仓
—
ISHARES TR
+$528.7K
21,224
