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数据来源:SEC及其他第三方非公开数据库

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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 143增持 5减持 1清仓 1

方向

标的

Δ市值

现股数(环比)

建仓

MSFT MICROSOFT CORP

+$113.5M

263,742

建仓

IVV ISHARES TR

+$45.5M

78,836

建仓

QQQ INVESCO QQQ TR

+$37.6M

76,983

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。

建仓

VUG VANGUARD INDEX FDS

+$36.4M

94,708

建仓

VTV VANGUARD INDEX FDS

+$31.4M

179,643

建仓

NVDA NVIDIA CORPORATION

+$30.8M

253,431

建仓

IWF ISHARES TR

+$25.6M

68,197

建仓

UPS UNITED PARCEL SERVICE INC

+$22.9M

168,071

建仓

COST COSTCO WHSL CORP NEW

+$20.1M

22,624

建仓

ITOT ISHARES TR

+$18.6M

148,072

建仓

— EXXON MOBIL CORP

+$16.4M

140,322

建仓

BSV VANGUARD BD INDEX FDS

+$15.5M

196,496

建仓

VNQ VANGUARD INDEX FDS

+$14.8M

151,752

建仓

VEA VANGUARD TAX-MANAGED FDS

+$14.4M

272,428

建仓

BND VANGUARD BD INDEX FDS

+$14.4M

191,395

建仓

SPY SPDR S&P 500 ETF TR

+$13.3M

23,138

建仓

SLYV SPDR SER TR

+$12.7M

146,474

建仓

VYM VANGUARD WHITEHALL FDS

+$12.4M

96,932

建仓

LLY ELI LILLY & CO

+$11.7M

13,194

建仓

AVUV AMERICAN CENTY ETF TR

+$11.1M

115,952

建仓

BNDX VANGUARD CHARLOTTE FDS

+$11.1M

220,539

建仓

AGG ISHARES TR

+$10.8M

106,900

建仓

VTI VANGUARD INDEX FDS

+$10.5M

37,172

建仓

GLD SPDR GOLD TR

+$10.4M

42,751

建仓

IJR ISHARES TR

+$10.0M

85,509

建仓

DFAC DIMENSIONAL ETF TRUST

+$10.0M

290,297

建仓

VWO VANGUARD INTL EQUITY INDEX F

+$9.8M

205,023

建仓

VV VANGUARD INDEX FDS

+$9.7M

36,706

建仓

XLK SELECT SECTOR SPDR TR

+$9.6M

42,346

增持

AAPL APPLE INC

+$9.4M

306,430 +4%

建仓

IWD ISHARES TR

+$9.0M

47,572

建仓

IWR ISHARES TR

+$9.0M

101,777

增持

AVGO BROADCOM INC

+$8.5M

91,326 +1934%

建仓

VB VANGUARD INDEX FDS

+$8.4M

35,434

建仓

VIG VANGUARD SPECIALIZED FUNDS

+$8.0M

40,423

建仓

AMLP ALPS ETF TR

+$7.7M

163,986

建仓

IJH ISHARES TR

+$7.5M

119,827

建仓

SPYM SPDR SER TR

+$7.1M

104,598

建仓

DFSU DIMENSIONAL ETF TRUST

+$7.0M

189,040

建仓

VXUS VANGUARD STAR FDS

+$7.0M

108,136

建仓

VO VANGUARD INDEX FDS

+$6.8M

25,607

建仓

VEU VANGUARD INTL EQUITY INDEX F

+$6.7M

105,690

建仓

AMD ADVANCED MICRO DEVICES INC

+$6.5M

39,806

建仓

RSP INVESCO EXCHANGE TRADED FD T

+$6.5M

36,144

建仓

AIRR FIRST TR EXCHANGE-TRADED FD

+$6.4M

85,626

建仓

SBUX STARBUCKS CORP

+$6.2M

63,868

建仓

GDX VANECK ETF TRUST

+$6.0M

151,159

建仓

SCHD SCHWAB STRATEGIC TR

+$6.0M

71,098

建仓

VOO VANGUARD INDEX FDS

+$6.0M

11,347

建仓

EMB ISHARES TR

+$5.8M

62,295

建仓

GDXJ VANECK ETF TRUST

+$5.6M

114,450

建仓

AVIV AMERICAN CENTY ETF TR

+$5.6M

98,877

建仓

IEFA ISHARES TR

+$5.5M

71,067

建仓

IVW ISHARES TR

+$5.5M

57,242

建仓

USB US BANCORP DEL

+$5.5M

119,648

建仓

JNJ JOHNSON & JOHNSON

+$5.4M

33,196

建仓

— TRANE TECHNOLOGIES PLC

+$5.3M

13,628

建仓

SMH VANECK ETF TRUST

+$5.3M

21,513

建仓

SDY SPDR SER TR

+$5.3M

37,129

建仓

VCSH VANGUARD SCOTTSDALE FDS

+$5.2M

65,498

建仓

AVXL ANAVEX LIFE SCIENCES CORP

+$5.2M

910,476

建仓

PG PROCTER AND GAMBLE CO

+$5.1M

29,581

建仓

JPM JPMORGAN CHASE & CO.

+$5.1M

24,157

建仓

VBR VANGUARD INDEX FDS

+$5.0M

25,133

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$4.9M

28,084

建仓

VOT VANGUARD INDEX FDS

+$4.8M

19,620

建仓

DIA SPDR DOW JONES INDL AVERAGE

+$4.8M

11,260

建仓

IXUS ISHARES TR

+$4.5M

62,342

建仓

XLF SELECT SECTOR SPDR TR

+$4.5M

98,640

建仓

COMT ISHARES U S ETF TR

+$4.3M

165,472

建仓

SCZ ISHARES TR

+$4.1M

60,978

建仓

VRT VERTIV HOLDINGS CO

+$4.1M

41,316

减持

TSLA TESLA INC

+$4.1M

66,717 -1%

建仓

VONV VANGUARD SCOTTSDALE FDS

+$3.9M

47,283

建仓

IWM ISHARES TR

+$3.9M

17,767

建仓

MTBA SIMPLIFY EXCHANGE TRADED FUN

+$3.9M

76,031

建仓

TMO THERMO FISHER SCIENTIFIC INC

+$3.9M

6,314

建仓

IMCG ISHARES TR

+$3.8M

51,702

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$3.8M

63,332 +1%

建仓

SPDW SPDR INDEX SHS FDS

+$3.8M

100,053

建仓

SLV ISHARES SILVER TR

+$3.7M

130,836

建仓

IVE ISHARES TR

+$3.7M

18,733

建仓

GNR SPDR INDEX SHS FDS

+$3.7M

63,837

建仓

DHR DANAHER CORPORATION

+$3.7M

13,169

建仓

XLY SELECT SECTOR SPDR TR

+$3.6M

18,057

建仓

XLV SELECT SECTOR SPDR TR

+$3.5M

22,616

建仓

USFR WISDOMTREE TR

+$3.5M

68,704

建仓

VNQI VANGUARD INTL EQUITY INDEX F

+$3.4M

73,054

建仓

URI UNITED RENTALS INC

+$3.4M

4,223

建仓

QUAL ISHARES TR

+$3.3M

18,187

建仓

SCHF SCHWAB STRATEGIC TR

+$3.2M

78,950

建仓

CVX CHEVRON CORP NEW

+$3.2M

21,792

建仓

XMMO INVESCO EXCHANGE TRADED FD T

+$3.2M

26,663

建仓

EFA ISHARES TR

+$3.2M

37,893

建仓

VSS VANGUARD INTL EQUITY INDEX F

+$3.1M

24,588

建仓

IUSB ISHARES TR

+$3.1M

65,522

建仓

XLC SELECT SECTOR SPDR TR

+$3.1M

34,147

建仓

BLOK AMPLIFY ETF TR

+$3.1M

81,749

建仓

COWZ PACER FDS TR

+$3.1M

52,986

建仓

CCJ CAMECO CORP

+$3.1M

64,130

建仓

IEMG ISHARES INC

+$3.0M

52,918

建仓

PINS PINTEREST INC

+$3.0M

92,456

建仓

IYW ISHARES TR

+$3.0M

19,720

建仓

XLI SELECT SECTOR SPDR TR

+$2.9M

21,608

建仓

BA BOEING CO

+$2.9M

19,065

建仓

BAC BANK AMERICA CORP

+$2.9M

72,428

清仓

RDNT RADNET INC

-$2.8M

0 -100%

建仓

GEV GE VERNOVA INC

+$2.8M

11,134

建仓

VGSH VANGUARD SCOTTSDALE FDS

+$2.8M

47,830

建仓

BOXX EA SERIES TRUST

+$2.8M

25,663

建仓

USMV ISHARES TR

+$2.8M

30,523

建仓

LNG CHENIERE ENERGY INC

+$2.7M

15,277

建仓

VONG VANGUARD SCOTTSDALE FDS

+$2.7M

27,608

建仓

QQQM INVESCO EXCH TRADED FD TR II

+$2.7M

13,263

建仓

RWL INVESCO EXCH TRADED FD TR II

+$2.6M

26,592

建仓

IGSB ISHARES TR

+$2.6M

48,535

建仓

IWP ISHARES TR

+$2.5M

21,592

建仓

ORCL ORACLE CORP

+$2.5M

14,544

建仓

FBTC FIDELITY WISE ORIGIN BITCOIN

+$2.4M

43,832

建仓

MGK VANGUARD WORLD FD

+$2.4M

7,501

建仓

IJS ISHARES TR

+$2.4M

22,136

建仓

DVY ISHARES TR

+$2.4M

17,565

增持

— DUPONT DE NEMOURS INC

+$2.4M

32,037 +414%

建仓

ABT ABBOTT LABS

+$2.3M

20,597

建仓

SHYG ISHARES TR

+$2.3M

53,419

建仓

SPGP INVESCO EXCHANGE TRADED FD T

+$2.3M

21,737

建仓

SPUS TIDAL ETF TR

+$2.2M

52,924

建仓

GE GE AEROSPACE

+$2.2M

11,578

建仓

AGGH SIMPLIFY EXCHANGE TRADED FUN

+$2.2M

100,319

建仓

RWK INVESCO EXCH TRADED FD TR II

+$2.2M

18,704

建仓

JMEE J P MORGAN EXCHANGE TRADED F

+$2.2M

35,626

建仓

OEF ISHARES TR

+$2.1M

7,730

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$2.1M

9,676

建仓

VGT VANGUARD WORLD FD

+$2.1M

3,563

建仓

DGT SPDR SER TR

+$2.1M

14,959

增持

META META PLATFORMS INC

+$2.1M

26,497 +2%

建仓

FBND FIDELITY MERRIMACK STR TR

+$2.0M

43,472

建仓

MUB ISHARES TR

+$2.0M

18,664

建仓

SHY ISHARES TR

+$2.0M

24,038

建仓

KO COCA COLA CO

+$2.0M

27,582

建仓

SLYG SPDR SER TR

+$2.0M

21,240

建仓

UNP UNION PAC CORP

+$2.0M

7,962

建仓

VCIT VANGUARD SCOTTSDALE FDS

+$1.9M

23,226

建仓

DYNF BLACKROCK ETF TRUST

+$1.9M

39,269

建仓

FREL FIDELITY COVINGTON TRUST

+$1.9M

65,620

建仓

DISV DIMENSIONAL ETF TRUST

+$1.9M

66,567

建仓

SCHZ SCHWAB STRATEGIC TR

+$1.9M

39,398

建仓

SPHY SPDR SER TR

+$1.9M

77,779

建仓

IWY ISHARES TR

+$1.8M

8,241

建仓

CZA INVESCO EXCHANGE TRADED FD T

+$1.8M

16,738