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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 130 项
建仓 18
增持 58
减持 47
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.2M
51,543
+481%
增持
MUB
ISHARES TR
+$1.2M
28,512
+64%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.1M
90,283
+115%
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
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
58,487
+15%
增持
VTI
VANGUARD INDEX FDS
+$868.9K
45,828
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$829.5K
75,241
+33%
增持
IJH
ISHARES TR
+$802.0K
15,205
+16%
增持
IJR
ISHARES TR
+$677.8K
31,591
+19%
增持
BOND
PIMCO ETF TR
+$614.7K
45,985
+16%
增持
MSFT
MICROSOFT CORP
+$603.5K
19,296
+12%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$543.6K
58,427
+21%
减持
—
EXXON MOBIL CORP
+$542.9K
30,942
-6%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$512.4K
81,337
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$499.0K
111,929
+10%
减持
AMZN
AMAZON COM INC
-$498.7K
10,015
-16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$497.5K
68,124
+15%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$488.0K
0
-100%
增持
SCZ
ISHARES TR
+$461.3K
30,176
+18%
减持
BND
VANGUARD BD INDEX FDS
-$401.2K
6,707
-46%
建仓
SPEM
SPDR INDEX SHS FDS
+$399.8K
12,130
增持
IGF
ISHARES TR
+$367.1K
32,615
+21%
增持
RWO
SPDR INDEX SHS FDS
+$352.6K
42,924
+18%
增持
V
VISA INC
+$337.2K
10,580
+1%
清仓
—
MEDTRONIC PLC
-$326.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$305.5K
30,939
+13%
建仓
DHI
D R HORTON INC
+$291.9K
3,275
增持
SHW
SHERWIN WILLIAMS CO
+$287.0K
3,430
+33%
建仓
TSN
TYSON FOODS INC
+$281.6K
4,524
减持
META
META PLATFORMS INC
-$279.1K
2,027
-47%
建仓
NVO
NOVO-NORDISK A S
+$254.0K
1,877
清仓
TSLA
TESLA INC
-$250.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$246.9K
8,649
-1%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$235.4K
1,376
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$234.2K
162
清仓
SPAB
SPDR SER TR
-$234.0K
0
-100%
建仓
CSX
CSX CORP
+$228.5K
7,376
建仓
ADSK
AUTODESK INC
+$220.7K
1,181
建仓
—
ASTRAZENECA PLC
+$220.6K
3,253
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$220.0K
0
-100%
增持
IWF
ISHARES TR
+$217.0K
2,507
+65%
建仓
PM
PHILIP MORRIS INTL INC
+$213.1K
2,106
清仓
AMAT
APPLIED MATLS INC
-$213.0K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$209.4K
2,658
建仓
KO
COCA COLA CO
+$207.3K
3,259
建仓
NOC
NORTHROP GRUMMAN CORP
+$206.9K
379
建仓
VTEB
VANGUARD MUN BD FDS
+$203.8K
4,118
建仓
—
HORIZON THERAPEUTICS PUB L
+$203.6K
1,789
建仓
FBND
FIDELITY MERRIMACK STR TR
+$203.5K
4,520
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$203.3K
5,132
-1%
建仓
SPSC
SPS COMM INC
+$203.2K
1,582
建仓
SPTM
SPDR SER TR
+$203.0K
4,292
增持
IVV
ISHARES TR
+$202.0K
6,520
+2%
增持
ORCL
ORACLE CORP
+$201.9K
7,767
+10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$201.3K
3,326
-0%
减持
PEP
PEPSICO INC
-$171.2K
4,466
-25%
减持
HD
HOME DEPOT INC
+$158.3K
4,702
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$156.3K
35,408
+9%
增持
VOO
VANGUARD INDEX FDS
+$155.9K
1,636
+28%
减持
MRK
MERCK & CO INC
+$151.4K
6,502
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$141.1K
30,235
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$129.2K
3,765
+2%
减持
AME
AMETEK INC
+$127.3K
5,327
-2%
减持
—
ACCENTURE PLC IRELAND
-$125.4K
2,577
-18%
增持
NVDA
NVIDIA CORPORATION
+$119.0K
4,140
+3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$118.0K
7,323
-3%
增持
AAPL
APPLE INC
-$113.7K
35,960
+4%
减持
ROP
ROPER TECHNOLOGIES INC
+$113.6K
1,589
-0%
减持
MGM
MGM RESORTS INTERNATIONAL
-$112.6K
8,750
-36%
增持
DFUV
DIMENSIONAL ETF TRUST
+$108.1K
14,281
+14%
增持
SYK
STRYKER CORPORATION
+$107.9K
1,975
+7%
减持
HON
HONEYWELL INTL INC
+$106.8K
3,788
-10%
增持
GE
GENERAL ELECTRIC CO
+$104.3K
4,145
+6%
增持
GOOGL
ALPHABET INC
+$101.0K
23,178
+14%
增持
EOG
EOG RES INC
+$98.9K
5,018
+2%
增持
GOOG
ALPHABET INC
-$89.0K
16,252
+2%
增持
VBR
VANGUARD INDEX FDS
+$85.8K
2,026
+23%
增持
BAC
BANK AMERICA CORP
+$77.6K
11,341
+15%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$77.5K
4,232
-21%
增持
IXUS
ISHARES TR
+$73.1K
7,673
+5%
增持
NUE
NUCOR CORP
+$70.1K
2,671
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$68.5K
1,022
+7%
减持
—
CHUBB LIMITED
+$67.9K
2,302
-5%
减持
QCOM
QUALCOMM INC
-$64.1K
9,550
-3%
增持
MA
MASTERCARD INCORPORATED
+$63.7K
856
+4%
减持
AVGO
BROADCOM INC
+$62.9K
1,128
-12%
增持
SBUX
STARBUCKS CORP
+$62.7K
3,626
+3%
减持
DHR
DANAHER CORPORATION
-$60.4K
4,836
-7%
增持
FE
FIRSTENERGY CORP
+$59.8K
8,603
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$54.6K
1,215
+6%
减持
TXT
TEXTRON INC
+$53.9K
4,320
-0%
增持
QQQ
INVESCO QQQ TR
+$51.9K
1,194
+20%
减持
CVX
CHEVRON CORP NEW
+$51.4K
3,641
-13%
减持
APD
AIR PRODS & CHEMS INC
+$50.2K
841
-6%
减持
MDLZ
MONDELEZ INTL INC
+$49.3K
5,451
-5%
减持
ENSG
ENSIGN GROUP INC
-$47.4K
2,606
-30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$47.2K
7,863
-16%
增持
TGT
TARGET CORP
+$46.6K
2,963
+11%
增持
IEMG
ISHARES INC
+$44.4K
5,812
+10%
减持
CMCSA
COMCAST CORP NEW
+$44.2K
14,275
-8%
增持
IEX
IDEX CORP
+$43.9K
1,169
+5%
增持
COST
COSTCO WHSL CORP NEW
-$43.0K
3,012
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$41.2K
5,059
-2%
减持
ABT
ABBOTT LABS
+$40.9K
11,940
-9%
增持
SPGM
SPDR INDEX SHS FDS
+$40.4K
7,835
+3%
减持
JNJ
JOHNSON & JOHNSON
-$38.9K
4,133
-12%
增持
ELV
ELEVANCE HEALTH INC
+$38.2K
630
+0%
减持
IEFA
ISHARES TR
+$38.1K
4,641
-2%
减持
MCD
MCDONALDS CORP
-$36.1K
1,271
-21%
增持
SCHX
SCHWAB STRATEGIC TR
+$35.5K
12,436
+0%
减持
GBDC
GOLUB CAP BDC INC
-$35.0K
10,486
-25%
减持
ABBV
ABBVIE INC
+$31.4K
5,726
-14%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$30.2K
5,591
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$29.9K
35,653
+2%
减持
CSCO
CISCO SYS INC
+$29.0K
14,063
-12%
减持
YUM
YUM BRANDS INC
+$26.2K
2,445
-9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$25.8K
3,192
+3%
减持
PFE
PFIZER INC
+$25.5K
17,320
-12%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$22.6K
37,215
+1%
减持
PG
PROCTER AND GAMBLE CO
-$21.6K
4,622
-19%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$21.2K
14,717
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$21.1K
3,490
-6%
增持
UPS
UNITED PARCEL SERVICE INC
+$17.6K
1,298
+1%
减持
LLY
LILLY ELI & CO
+$15.9K
962
-8%
减持
NKE
NIKE INC
-$13.5K
4,081
-31%
减持
NEE
NEXTERA ENERGY INC
+$12.6K
3,990
-3%
减持
AGG
ISHARES TR
-$8.8K
5,807
-2%
清仓
—
CNS PHARMACEUTICALS INC
-$7.0K
0
-100%
增持
IVW
ISHARES TR
+$5.3K
8,877
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.3K
2,390
-17%
增持
CVS
CVS HEALTH CORP
-$4.0K
2,715
+1%