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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 141 项
建仓 21
增持 85
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$1.9M
5,850
增持
AAPL
APPLE INC
+$1.9M
40,131
+12%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.9M
75,465
+29%
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
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.8M
86,680
+68%
增持
BOND
PIMCO ETF TR
+$1.7M
63,461
+38%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.4M
101,426
+25%
增持
QQQ
INVESCO QQQ TR
+$1.3M
5,083
+326%
增持
MSFT
MICROSOFT CORP
+$1.3M
20,415
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
3,706
+205%
增持
MUB
ISHARES TR
+$1.0M
37,260
+31%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
47,852
+4%
增持
IJR
ISHARES TR
+$949.6K
40,738
+29%
增持
IJH
ISHARES TR
+$937.2K
18,449
+21%
增持
SCHF
SCHWAB STRATEGIC TR
+$809.2K
92,895
+23%
增持
RWO
SPDR INDEX SHS FDS
+$780.3K
61,612
+44%
增持
SCHG
SCHWAB STRATEGIC TR
+$760.6K
42,067
+18%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$743.8K
84,140
+24%
增持
NVDA
NVIDIA CORPORATION
+$630.2K
4,447
+7%
增持
IGF
ISHARES TR
+$608.5K
44,100
+35%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$582.4K
46,696
+32%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$527.4K
121,987
+9%
建仓
TSLA
TESLA INC
+$457.9K
2,207
增持
AMZN
AMAZON COM INC
+$438.0K
12,385
+24%
增持
GOOG
ALPHABET INC
+$413.2K
17,839
+10%
清仓
SPEM
SPDR INDEX SHS FDS
-$399.8K
0
-100%
建仓
RAVI
FLEXSHARES TR
+$301.6K
4,032
建仓
—
ASML HOLDING N V
+$285.9K
420
增持
SCZ
ISHARES TR
+$285.9K
33,443
+11%
建仓
XLK
SELECT SECTOR SPDR TR
+$276.3K
1,829
减持
UNH
UNITEDHEALTH GROUP INC
-$273.1K
3,646
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$272.9K
6,018
+17%
建仓
EA
ELECTRONIC ARTS INC
+$261.4K
2,170
减持
EOG
EOG RES INC
-$255.0K
3,445
-31%
建仓
CPRT
COPART INC
+$245.7K
3,267
建仓
XLE
SELECT SECTOR SPDR TR
+$243.4K
2,939
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$243.2K
422
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$239.4K
61,783
+6%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$237.8K
0
-100%
增持
META
META PLATFORMS INC
+$237.2K
2,270
+12%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$235.2K
8,640
+55%
建仓
CWI
SPDR INDEX SHS FDS
+$234.3K
9,107
建仓
PFF
ISHARES TR
+$231.9K
7,428
增持
VTEB
VANGUARD MUN BD FDS
+$230.5K
8,572
+108%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$229.5K
3,500
+5%
减持
GOOGL
ALPHABET INC
+$229.5K
21,927
-5%
增持
COST
COSTCO WHSL CORP NEW
+$222.0K
3,214
+7%
建仓
—
EATON CORP PLC
+$217.9K
1,272
建仓
MPWR
MONOLITHIC PWR SYS INC
+$217.7K
435
建仓
CHD
CHURCH & DWIGHT CO INC
+$211.7K
2,395
建仓
ULTA
ULTA BEAUTY INC
+$211.2K
387
清仓
NOC
NORTHROP GRUMMAN CORP
-$206.9K
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$205.9K
458
建仓
ESGV
VANGUARD WORLD FD
+$204.9K
2,857
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$204.5K
3,824
建仓
INTC
INTEL CORP
+$203.9K
6,242
清仓
—
HORIZON THERAPEUTICS PUB L
-$203.6K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$203.5K
0
-100%
建仓
DIOD
DIODES INC
+$202.3K
2,181
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$202.0K
583
减持
SHW
SHERWIN WILLIAMS CO
-$191.9K
2,768
-19%
增持
SCHB
SCHWAB STRATEGIC TR
+$178.8K
14,580
+26%
增持
NEE
NEXTERA ENERGY INC
+$177.3K
6,628
+66%
增持
QCOM
QUALCOMM INC
+$171.8K
9,576
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$166.6K
4,430
-12%
增持
INTU
INTUIT
+$154.0K
2,631
+0%
增持
VOO
VANGUARD INDEX FDS
+$149.6K
1,926
+18%
减持
ABBV
ABBVIE INC
-$149.4K
4,869
-15%
增持
MA
MASTERCARD INCORPORATED
+$144.5K
1,217
+42%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$142.1K
88,420
-2%
清仓
GBDC
GOLUB CAP BDC INC
-$138.0K
0
-100%
减持
V
VISA INC
+$129.8K
10,326
-2%
增持
PFE
PFIZER INC
-$128.7K
18,597
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$126.9K
39,557
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$115.0K
31,294
+1%
增持
MDLZ
MONDELEZ INTL INC
+$114.1K
6,848
+26%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$106.4K
9,249
+32%
增持
NVO
NOVO-NORDISK A S
+$105.9K
2,262
+21%
增持
AVGO
BROADCOM INC
+$102.0K
1,142
+1%
减持
IWF
ISHARES TR
-$98.0K
1,797
-28%
减持
JKHY
HENRY JACK & ASSOC INC
-$90.7K
3,566
-0%
增持
—
ASTRAZENECA PLC
+$84.2K
4,391
+35%
减持
MGM
MGM RESORTS INTERNATIONAL
+$82.0K
8,450
-3%
减持
SYK
STRYKER CORPORATION
+$75.2K
1,955
-1%
增持
HD
HOME DEPOT INC
-$72.7K
4,787
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$69.6K
5,397
+28%
减持
ORCL
ORACLE CORP
+$68.9K
7,574
-2%
增持
GE
GENERAL ELECTRIC CO
+$65.8K
4,322
+4%
增持
MRK
MERCK & CO INC
+$65.2K
7,393
+14%
增持
DHR
DANAHER CORPORATION
-$63.2K
4,842
+0%
增持
SBUX
STARBUCKS CORP
+$61.3K
4,043
+12%
增持
—
ACCENTURE PLC IRELAND
+$60.6K
2,618
+2%
增持
JPM
JPMORGAN CHASE & CO
+$60.3K
9,364
+8%
减持
BAC
BANK AMERICA CORP
-$59.8K
11,041
-3%
减持
CSCO
CISCO SYS INC
+$55.6K
13,880
-1%
增持
PG
PROCTER AND GAMBLE CO
+$55.2K
5,082
+10%
增持
SCHX
SCHWAB STRATEGIC TR
+$54.5K
12,734
+2%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$52.8K
5,123
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$50.3K
2,951
-15%
增持
MCD
MCDONALDS CORP
+$49.8K
1,376
+8%
增持
CVX
CHEVRON CORP NEW
+$49.7K
4,310
+18%
增持
SPGM
SPDR INDEX SHS FDS
+$49.5K
8,318
+6%
减持
ROP
ROPER TECHNOLOGIES INC
-$49.4K
1,446
-9%
减持
IVV
ISHARES TR
-$47.7K
5,978
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$47.5K
9,187
+17%
增持
ADSK
AUTODESK INC
+$44.1K
1,272
+8%
减持
IXUS
ISHARES TR
-$42.1K
6,489
-15%
增持
LOW
LOWES COS INC
+$41.2K
1,863
+12%
增持
TSN
TYSON FOODS INC
+$40.3K
5,427
+20%
增持
CVS
CVS HEALTH CORP
-$38.3K
2,889
+6%
减持
BND
VANGUARD BD INDEX FDS
-$38.2K
6,009
-10%
增持
JNJ
JOHNSON & JOHNSON
-$33.4K
4,495
+9%
增持
AME
AMETEK INC
+$31.6K
5,339
+0%
增持
—
EXXON MOBIL CORP
+$31.0K
31,405
+1%
增持
ELV
ELEVANCE HEALTH INC
-$29.9K
638
+1%
增持
ABT
ABBOTT LABS
-$29.4K
12,655
+6%
增持
DHI
D R HORTON INC
+$28.1K
3,276
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$27.9K
1,307
+1%
减持
NUE
NUCOR CORP
-$24.7K
2,119
-21%
增持
NKE
NIKE INC
+$24.1K
4,090
+0%
增持
PEP
PEPSICO INC
+$23.9K
4,557
+2%
增持
AGG
ISHARES TR
+$23.3K
5,886
+1%
增持
LLY
LILLY ELI & CO
-$20.9K
964
+0%
增持
IEMG
ISHARES INC
+$20.8K
5,990
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$20.2K
6,348
+1%
减持
CSX
CSX CORP
-$18.7K
7,008
-5%
减持
TGT
TARGET CORP
-$17.4K
2,561
-14%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$16.3K
7,713
+5%
增持
QSR
RESTAURANT BRANDS INTL INC
+$16.2K
4,009
+2%
增持
SPTM
SPDR SER TR
+$13.8K
4,299
+0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$13.7K
1,373
-0%
增持
HON
HONEYWELL INTL INC
-$13.5K
4,177
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$11.8K
2,478
+4%
增持
YUM
YUM BRANDS INC
+$11.0K
2,454
+0%
增持
—
CHUBB LIMITED
+$10.8K
2,671
+16%
增持
KO
COCA COLA CO
+$8.8K
3,484
+7%
减持
VBR
VANGUARD INDEX FDS
-$8.5K
1,973
-3%
减持
SPSC
SPS COMM INC
+$7.2K
1,381
-13%
增持
CL
COLGATE PALMOLIVE CO
-$6.0K
2,707
+2%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$4.5K
156
-4%
增持
PM
PHILIP MORRIS INTL INC
-$4.4K
2,146
+2%
减持
CMCSA
COMCAST CORP NEW
-$527
13,154
-8%
