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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 2
增持 8
减持 1
清仓 139
方向
标的
Δ市值
现股数(环比)
清仓
MSFT
MICROSOFT CORP
-$104.1M
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$33.2M
0
-100%
清仓
IVV
ISHARES TR
-$29.9M
0
-100%
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。
清仓
VTV
VANGUARD INDEX FDS
-$28.6M
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$27.6M
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$21.3M
0
-100%
清仓
IWF
ISHARES TR
-$21.1M
0
-100%
清仓
—
EXXON MOBIL CORP
-$19.1M
0
-100%
清仓
ITOT
ISHARES TR
-$16.3M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$15.8M
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$15.0M
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$12.6M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$11.5M
0
-100%
增持
AAPL
APPLE INC
+$10.8M
294,508
+4%
清仓
LLY
ELI LILLY & CO
-$10.3M
0
-100%
清仓
AGG
ISHARES TR
-$9.6M
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$9.4M
0
-100%
清仓
GLD
SPDR GOLD TR
-$9.3M
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$9.0M
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$8.9M
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$8.8M
0
-100%
清仓
IWD
ISHARES TR
-$7.9M
0
-100%
清仓
AIRR
FIRST TR EXCHANGE-TRADED FD
-$7.2M
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$7.0M
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$6.8M
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$6.7M
0
-100%
清仓
SPYM
SPDR SER TR
-$6.6M
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$6.5M
0
-100%
清仓
SLYV
SPDR SER TR
-$6.4M
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$6.4M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$6.4M
0
-100%
清仓
DFSU
DIMENSIONAL ETF TRUST
-$6.3M
0
-100%
清仓
DHR
DANAHER CORPORATION
-$6.3M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$5.9M
0
-100%
清仓
CRM
SALESFORCE INC
-$5.5M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$5.3M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$5.2M
0
-100%
清仓
DIS
DISNEY WALT CO
-$5.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.1M
62,407
+25%
清仓
USB
US BANCORP DEL
-$5.0M
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$4.9M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$4.8M
0
-100%
清仓
SDY
SPDR SER TR
-$4.8M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$4.8M
0
-100%
清仓
GDX
VANECK ETF TRUST
-$4.7M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$4.5M
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$4.5M
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$4.4M
0
-100%
清仓
IVW
ISHARES TR
-$4.3M
0
-100%
清仓
CCJ
CAMECO CORP
-$4.2M
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$4.2M
0
-100%
清仓
BA
BOEING CO
-$4.2M
0
-100%
清仓
IXUS
ISHARES TR
-$4.1M
0
-100%
清仓
COMT
ISHARES U S ETF TR
-$4.1M
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$4.1M
0
-100%
清仓
SMH
VANECK ETF TRUST
-$3.9M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$3.9M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$3.7M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$3.7M
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$3.7M
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$3.6M
0
-100%
清仓
IWM
ISHARES TR
-$3.6M
0
-100%
清仓
IMCG
ISHARES TR
-$3.5M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$3.5M
0
-100%
建仓
BBY
BEST BUY INC
+$3.4M
40,253
减持
DXCM
DEXCOM INC
-$3.4M
2,858
-90%
清仓
J
JACOBS SOLUTIONS INC
-$3.4M
0
-100%
清仓
USFR
WISDOMTREE TR
-$3.3M
0
-100%
增持
TSLA
TESLA INC
+$3.3M
67,472
+18%
清仓
AVXL
ANAVEX LIFE SCIENCES CORP
-$3.2M
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$3.2M
0
-100%
清仓
GDXJ
VANECK ETF TRUST
-$3.1M
0
-100%
清仓
IJR
ISHARES TR
-$3.1M
0
-100%
清仓
IVE
ISHARES TR
-$3.0M
0
-100%
增持
AVAV
AEROVIRONMENT INC
+$3.0M
19,457
+577%
清仓
XLI
SELECT SECTOR SPDR TR
-$3.0M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$2.9M
0
-100%
清仓
EMB
ISHARES TR
-$2.9M
0
-100%
清仓
EFA
ISHARES TR
-$2.9M
0
-100%
清仓
BLOK
AMPLIFY ETF TR
-$2.9M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$2.7M
0
-100%
清仓
RTX
RTX CORPORATION
-$2.7M
0
-100%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$2.7M
0
-100%
清仓
QUAL
ISHARES TR
-$2.7M
0
-100%
清仓
IYW
ISHARES TR
-$2.7M
0
-100%
清仓
GBX
GREENBRIER COS INC
-$2.6M
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$2.6M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$2.6M
0
-100%
清仓
IUSB
ISHARES TR
-$2.5M
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$2.5M
0
-100%
清仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$2.5M
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$2.4M
0
-100%
清仓
IWP
ISHARES TR
-$2.4M
0
-100%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$2.4M
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$2.4M
0
-100%
清仓
ITA
ISHARES TR
-$2.4M
0
-100%
清仓
ORCL
ORACLE CORP
-$2.3M
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.3M
8,296
+800%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$2.2M
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$2.2M
0
-100%
清仓
IEFA
ISHARES TR
-$2.2M
0
-100%
清仓
DVY
ISHARES TR
-$2.2M
0
-100%
清仓
IWR
ISHARES TR
-$2.1M
0
-100%
清仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
-$2.1M
0
-100%
清仓
—
ALIGHT INC
-$2.1M
0
-100%
清仓
IGSB
ISHARES TR
-$2.0M
0
-100%
清仓
IEMG
ISHARES INC
-$2.0M
0
-100%
清仓
IJS
ISHARES TR
-$2.0M
0
-100%
清仓
IJH
ISHARES TR
-$2.0M
0
-100%
清仓
PPG
PPG INDS INC
-$2.0M
0
-100%
清仓
XBI
SPDR SER TR
-$2.0M
0
-100%
清仓
—
ASML HOLDING N V
-$2.0M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.9M
0
-100%
增持
AVGO
BROADCOM INC
+$1.9M
4,491
+11%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$1.9M
0
-100%
清仓
DISV
DIMENSIONAL ETF TRUST
-$1.9M
0
-100%
清仓
GEV
GE VERNOVA LLC
-$1.9M
0
-100%
增持
GOOG
ALPHABET INC
+$1.8M
73,258
+8%
清仓
ARKK
ARK ETF TR
-$1.8M
0
-100%
清仓
USMV
ISHARES TR
-$1.8M
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$1.8M
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$1.8M
0
-100%
清仓
EMR
EMERSON ELEC CO
-$1.7M
0
-100%
清仓
KO
COCA COLA CO
-$1.7M
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$1.7M
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
增持
—
ISHARES TR
+$1.7M
85,364
+537%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.7M
0
-100%
清仓
CZA
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
清仓
UNP
UNION PAC CORP
-$1.7M
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$1.7M
0
-100%
清仓
ARKF
ARK ETF TR
-$1.6M
0
-100%
清仓
MUB
ISHARES TR
-$1.6M
0
-100%
清仓
TIP
ISHARES TR
-$1.6M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$1.6M
0
-100%
清仓
OEF
ISHARES TR
-$1.6M
0
-100%
清仓
FREL
FIDELITY COVINGTON TRUST
-$1.5M
0
-100%
清仓
DIHP
DIMENSIONAL ETF TRUST
-$1.5M
0
-100%
清仓
LQD
ISHARES TR
-$1.5M
0
-100%
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$1.5M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$1.5M
6,208
清仓
RWK
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$1.5M
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$1.4M
0
-100%
清仓
SHY
ISHARES TR
-$1.4M
0
-100%
清仓
MCD
MCDONALDS CORP
-$1.4M
0
-100%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.4M
0
-100%
清仓
DFSI
DIMENSIONAL ETF TRUST
-$1.4M
0
-100%
