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FSM Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FSM Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001942548
持仓数
317
前50大市值合计
$620.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 122 项
建仓 22
增持 87
减持 8
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.1M
101,918
+153%
建仓
—
EXXON MOBIL CORP
+$2.9M
32,877
增持
VTI
VANGUARD INDEX FDS
+$2.6M
43,979
+73%
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
BOND
PIMCO ETF TR
+$1.3M
39,528
+70%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.2M
82,146
+51%
建仓
INTU
INTUIT
+$1.0M
2,618
增持
SCHG
SCHWAB STRATEGIC TR
+$718.0K
34,964
+89%
建仓
JKHY
HENRY JACK & ASSOC INC
+$652.0K
3,578
建仓
DFAC
DIMENSIONAL ETF TRUST
+$593.0K
26,644
建仓
MRK
MERCK & CO INC
+$570.0K
6,617
增持
AAPL
APPLE INC
+$510.0K
34,631
+34%
建仓
SCHD
SCHWAB STRATEGIC TR
+$505.0K
7,605
建仓
NVDA
NVIDIA CORPORATION
+$486.0K
4,007
建仓
SCHB
SCHWAB STRATEGIC TR
+$486.0K
11,580
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$477.0K
6,309
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$474.0K
3,334
+4%
增持
ABBV
ABBVIE INC
+$464.0K
6,661
+118%
建仓
VOO
VANGUARD INDEX FDS
+$419.0K
1,276
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$406.0K
8,872
建仓
DFUV
DIMENSIONAL ETF TRUST
+$370.0K
12,506
增持
IVV
ISHARES TR
+$314.0K
6,421
+34%
建仓
FE
FIRSTENERGY CORP
+$301.0K
8,143
增持
V
VISA INC
-$287.0K
10,477
+4%
建仓
WEN
WENDYS CO
+$286.0K
15,300
建仓
ELV
ELEVANCE HEALTH INC
+$285.0K
627
增持
AMT
AMERICAN TOWER CORP NEW
-$274.0K
5,184
+2%
建仓
CVS
CVS HEALTH CORP
+$257.0K
2,699
清仓
MPWR
MONOLITHIC PWR SYS INC
-$254.0K
0
-100%
建仓
TXT
TEXTRON INC
+$252.0K
4,329
建仓
TSLA
TESLA INC
+$250.0K
942
建仓
GE
GENERAL ELECTRIC CO
+$243.0K
3,922
建仓
VBR
VANGUARD INDEX FDS
+$236.0K
1,647
增持
IVW
ISHARES TR
+$235.0K
8,876
+118%
增持
HON
HONEYWELL INTL INC
+$234.0K
4,224
+74%
建仓
SPAB
SPDR SER TR
+$234.0K
9,381
增持
PFE
PFIZER INC
+$229.0K
19,704
+54%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$226.0K
41,933
+64%
清仓
O
REALTY INCOME CORP
-$211.0K
0
-100%
清仓
DEO
DIAGEO PLC
-$209.0K
0
-100%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$208.0K
3,912
增持
META
META PLATFORMS INC
+$207.0K
3,854
+107%
清仓
—
EATON CORP PLC
-$202.0K
0
-100%
清仓
SPSC
SPS COMM INC
-$201.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$186.0K
4,188
+54%
增持
IVE
ISHARES TR
+$175.0K
4,440
+63%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$171.0K
32,464
+12%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$162.0K
50,786
+12%
增持
NKE
NIKE INC
-$162.0K
5,911
+3%
增持
—
ACCENTURE PLC IRELAND
-$159.0K
3,160
+1%
增持
MSFT
MICROSOFT CORP
+$150.0K
17,279
+25%
增持
COST
COSTCO WHSL CORP NEW
-$142.0K
3,002
+4%
减持
BND
VANGUARD BD INDEX FDS
-$139.0K
12,385
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$136.0K
9,399
+90%
增持
PG
PROCTER AND GAMBLE CO
+$135.0K
5,717
+41%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$126.0K
2,872
+77%
减持
SYK
STRYKER CORPORATION
-$125.0K
1,851
-20%
增持
IJH
ISHARES TR
-$124.0K
13,117
+10%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$118.0K
27,312
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$111.0K
5,376
+46%
增持
DHR
DANAHER CORPORATION
-$110.0K
5,202
+3%
增持
ORCL
ORACLE CORP
-$104.0K
7,087
+1%
增持
ROP
ROPER TECHNOLOGIES INC
-$101.0K
1,592
+2%
增持
PEP
PEPSICO INC
+$97.0K
5,993
+18%
增持
JNJ
JOHNSON & JOHNSON
+$94.0K
4,706
+19%
增持
SCZ
ISHARES TR
-$87.0K
25,485
+11%
增持
RWO
SPDR INDEX SHS FDS
-$86.0K
36,267
+15%
增持
HD
HOME DEPOT INC
+$83.0K
4,809
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$83.0K
5,174
+3%
增持
AMZN
AMAZON COM INC
-$82.0K
11,858
+16%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$80.0K
7,024
+43%
增持
SHW
SHERWIN WILLIAMS CO
-$80.0K
2,574
+2%
增持
GOOGL
ALPHABET INC
-$76.0K
20,329
+18%
增持
IJR
ISHARES TR
-$72.0K
26,515
+14%
增持
AVGO
BROADCOM INC
-$67.0K
1,278
+10%
增持
NUE
NUCOR CORP
+$56.0K
2,636
+59%
增持
IXUS
ISHARES TR
-$56.0K
7,276
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$55.0K
36,796
+3%
增持
SPY
SPDR S&P 500 ETF TR
-$55.0K
1,149
+2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$52.0K
48,184
+7%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$52.0K
5,136
-1%
增持
AMAT
APPLIED MATLS INC
-$51.0K
2,596
+6%
增持
SCHX
SCHWAB STRATEGIC TR
-$51.0K
12,423
+5%
减持
VUG
VANGUARD INDEX FDS
-$49.0K
1,063
-1%
增持
BAC
BK OF AMERICA CORP
+$46.0K
9,860
+31%
减持
IEFA
ISHARES TR
-$46.0K
4,717
-1%
增持
CSCO
CISCO SYS INC
+$45.0K
16,025
+21%
增持
EOG
EOG RES INC
+$43.0K
4,933
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$43.0K
56,659
+20%
增持
TGT
TARGET CORP
+$41.0K
2,662
+25%
增持
MDLZ
MONDELEZ INTL INC
-$41.0K
5,729
+3%
增持
SPGM
SPDR INDEX SHS FDS
-$40.0K
7,595
+3%
增持
AME
AMETEK INC
-$38.0K
5,437
+4%
增持
AGG
ISHARES TR
-$37.0K
5,938
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$37.0K
3,697
+8%
增持
MCD
MCDONALDS CORP
+$35.0K
1,606
+23%
增持
MA
MASTERCARD INCORPORATED
-$33.0K
823
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$32.0K
7,586
+17%
增持
IGF
ISHARES TR
-$32.0K
26,961
+12%
减持
VTV
VANGUARD INDEX FDS
-$29.0K
1,816
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$28.0K
1,058
-1%
增持
QCOM
QUALCOMM INC
+$26.0K
9,859
+34%
增持
APD
AIR PRODS & CHEMS INC
-$25.0K
898
+1%
增持
JPM
JPMORGAN CHASE & CO
-$25.0K
8,738
+7%
增持
NEE
NEXTERA ENERGY INC
-$21.0K
4,100
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$21.0K
3,727
+9%
增持
YUM
YUM BRANDS INC
+$21.0K
2,695
+20%
增持
QQQ
INVESCO QQQ TR
-$18.0K
996
+12%
增持
MUB
ISHARES TR
-$17.0K
17,429
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$17.0K
1,290
+13%
减持
LLY
LILLY ELI & CO
+$16.0K
1,040
-2%
增持
SBUX
STARBUCKS CORP
+$14.0K
3,527
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$14.0K
59,150
+13%
增持
IEMG
ISHARES INC
-$13.0K
5,271
+8%
增持
GOOG
ALPHABET INC
-$11.0K
15,918
+22%
增持
BSX
BOSTON SCIENTIFIC CORP
-$11.0K
7,595
+2%
增持
—
MEDTRONIC PLC
+$10.0K
4,034
+20%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.0K
3,094
+34%
增持
—
CHUBB LIMITED
-$7.0K
2,419
+1%
增持
ABT
ABBOTT LABS
-$5.0K
13,127
+12%
增持
CMCSA
COMCAST CORP NEW
-$3.0K
15,525
+31%
增持
DE
DEERE & CO
-$2.0K
1,290
+2%
增持
LOW
LOWES COS INC
-$1.0K
1,663
+7%
