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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 66
减持 49
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.2M
143,238
+65%
增持
BOND
PIMCO ETF TR
+$1.8M
85,130
+34%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
52,027
+9%
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
IJH
ISHARES TR
+$1.4M
22,758
+23%
增持
IJR
ISHARES TR
+$1.4M
53,264
+31%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.3M
85,525
+13%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.3M
90,237
+46%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
109,100
+30%
增持
SCHF
SCHWAB STRATEGIC TR
+$980.0K
119,139
+28%
增持
RWO
SPDR INDEX SHS FDS
+$925.9K
82,524
+34%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$907.3K
110,285
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$888.1K
48,674
+16%
减持
AAPL
APPLE INC
+$828.6K
39,591
-1%
减持
MSFT
MICROSOFT CORP
+$796.8K
20,100
-2%
增持
IGF
ISHARES TR
+$613.8K
57,815
+31%
减持
NVDA
NVIDIA CORPORATION
+$596.7K
4,320
-3%
增持
SCZ
ISHARES TR
+$525.0K
42,286
+26%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$509.2K
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$502.5K
56,881
+22%
清仓
BND
VANGUARD BD INDEX FDS
-$443.7K
0
-100%
增持
AVGO
BROADCOM INC
+$430.9K
1,319
+15%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$422.3K
3,509
+0%
建仓
MTUM
ISHARES TR
+$418.4K
2,920
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$414.5K
4,469
-24%
建仓
ZTS
ZOETIS INC
+$378.9K
2,227
增持
GOOG
ALPHABET INC
+$362.0K
18,837
+6%
减持
IVV
ISHARES TR
-$349.0K
4,738
-21%
建仓
NOC
NORTHROP GRUMMAN CORP
+$334.1K
725
增持
VOO
VANGUARD INDEX FDS
+$328.0K
2,589
+34%
减持
MUB
ISHARES TR
-$325.4K
34,730
-7%
减持
SPY
SPDR S&P 500 ETF TR
-$315.3K
2,716
-27%
建仓
SAP
SAP SE
+$305.4K
2,240
减持
QQQ
INVESCO QQQ TR
-$303.8K
3,606
-29%
清仓
RAVI
FLEXSHARES TR
-$301.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$284.2K
21,843
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$274.6K
128,208
+5%
清仓
ADSK
AUTODESK INC
-$264.8K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$256.5K
2,203
减持
AMZN
AMAZON COM INC
+$253.6K
11,903
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$253.5K
6,150
+2%
建仓
FNDF
SCHWAB STRATEGIC TR
+$249.9K
7,759
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$245.4K
1,613
清仓
XLE
SELECT SECTOR SPDR TR
-$243.4K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$243.2K
0
-100%
建仓
EQR
EQUITY RESIDENTIAL
+$240.7K
3,565
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$238.7K
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$235.9K
1,565
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$228.2K
2,254
建仓
—
PERFICIENT INC
+$227.9K
2,639
建仓
AMAT
APPLIED MATLS INC
+$227.3K
1,652
建仓
—
GARMIN LTD
+$224.1K
2,092
建仓
—
TOTALENERGIES SE
+$224.0K
3,904
建仓
ENTG
ENTEGRIS INC
+$223.0K
2,085
减持
TGT
TARGET CORP
-$222.9K
1,509
-41%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$221.7K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$214.7K
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$212.7K
8,058
建仓
PH
PARKER-HANNIFIN CORP
+$211.7K
531
建仓
CPT
CAMDEN PPTY TR
+$211.6K
1,907
清仓
ULTA
ULTA BEAUTY INC
-$211.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$209.0K
9,694
+4%
建仓
—
STERIS PLC
+$208.7K
932
增持
VONG
VANGUARD SCOTTSDALE FDS
+$208.0K
10,673
+24%
清仓
INTC
INTEL CORP
-$203.9K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$203.4K
0
-100%
建仓
FND
FLOOR & DECOR HLDGS INC
+$203.4K
1,866
建仓
EW
EDWARDS LIFESCIENCES CORP
+$203.2K
2,198
清仓
DIOD
DIODES INC
-$202.3K
0
-100%
增持
LLY
LILLY ELI & CO
+$199.7K
1,208
+25%
增持
META
META PLATFORMS INC
+$198.7K
2,279
+0%
减持
ABBV
ABBVIE INC
-$188.7K
4,332
-11%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$188.3K
92,763
+5%
增持
ORCL
ORACLE CORP
+$168.6K
7,594
+0%
增持
COST
COSTCO WHSL CORP NEW
+$155.1K
3,308
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$154.0K
11,762
+37%
增持
SCHX
SCHWAB STRATEGIC TR
+$151.2K
14,641
+15%
减持
V
VISA INC
+$150.8K
10,305
-0%
增持
AME
AMETEK INC
+$138.9K
5,806
+9%
减持
TSLA
TESLA INC
+$135.4K
2,199
-0%
增持
—
ASML HOLDING N V
+$130.8K
591
+41%
增持
IXUS
ISHARES TR
+$129.8K
8,514
+31%
减持
QCOM
QUALCOMM INC
-$128.7K
9,352
-2%
增持
CVX
CHEVRON CORP NEW
+$121.5K
5,216
+21%
增持
NVO
NOVO-NORDISK A S
+$118.1K
3,140
+39%
增持
CMCSA
COMCAST CORP NEW
+$112.2K
14,541
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$106.7K
3,953
+8%
增持
—
EXXON MOBIL CORP
-$92.3K
31,627
+1%
增持
VTV
VANGUARD INDEX FDS
+$90.1K
2,390
+32%
增持
PFE
PFIZER INC
-$87.1K
18,647
+0%
减持
SHW
SHERWIN WILLIAMS CO
+$87.0K
2,713
-2%
增持
—
ASTRAZENECA PLC
+$85.2K
6,012
+37%
增持
MA
MASTERCARD INCORPORATED
+$83.7K
1,322
+9%
增持
PM
PHILIP MORRIS INTL INC
+$82.6K
2,954
+38%
减持
VZ
VERIZON COMMUNICATIONS INC
-$78.7K
7,963
-13%
减持
HD
HOME DEPOT INC
+$76.6K
4,748
-1%
增持
—
ACCENTURE PLC IRELAND
+$74.4K
2,656
+1%
减持
NKE
NIKE INC
-$72.5K
3,996
-2%
增持
DE
DEERE & CO
+$70.7K
1,458
+13%
增持
CSX
CSX CORP
+$68.9K
8,252
+18%
减持
AGG
ISHARES TR
-$66.9K
5,356
-9%
减持
IWO
ISHARES TR
-$65.4K
2,161
-18%
增持
EOG
EOG RES INC
+$62.5K
3,824
+11%
增持
—
EATON CORP PLC
+$62.0K
1,379
+8%
减持
ELV
ELEVANCE HEALTH INC
-$61.2K
534
-16%
减持
BSX
BOSTON SCIENTIFIC CORP
-$59.9K
6,102
-20%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$58.4K
3,200
+8%
增持
LOW
LOWES COS INC
+$55.6K
1,866
+0%
增持
CSCO
CISCO SYS INC
+$52.6K
14,932
+8%
减持
GE
GENERAL ELECTRIC CO
+$52.3K
4,185
-3%
增持
IVE
ISHARES TR
+$52.1K
4,471
+1%
增持
YUM
YUM BRANDS INC
+$50.2K
2,790
+14%
减持
AMT
AMERICAN TOWER CORP NEW
-$50.0K
4,395
-1%
增持
NEE
NEXTERA ENERGY INC
+$49.6K
7,763
+17%
减持
ABT
ABBOTT LABS
+$48.7K
12,374
-2%
减持
CPRT
COPART INC
+$47.8K
3,241
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$47.8K
29,762
-5%
减持
DHI
D R HORTON INC
+$47.2K
3,075
-6%
减持
HON
HONEYWELL INTL INC
+$45.6K
4,043
-3%
减持
—
CHUBB LIMITED
-$43.2K
2,476
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$39.8K
6,592
+22%
增持
MCD
MCDONALDS CORP
+$39.7K
1,440
+5%
建仓
—
CNS PHARMACEUTICALS INC
+$37.9K
16,334
增持
VUG
VANGUARD INDEX FDS
+$37.9K
1,076
+1%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$37.5K
4,723
-8%
减持
INTU
INTUIT
+$35.4K
2,606
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$34.0K
1,185
-9%
减持
DECK
DECKERS OUTDOOR CORP
+$34.0K
435
-5%
减持
IEX
IDEX CORP
-$32.8K
1,096
-6%
增持
MDLZ
MONDELEZ INTL INC
+$31.5K
7,180
+5%
减持
ROP
ROPER TECHNOLOGIES INC
+$30.0K
1,399
-3%
增持
SYK
STRYKER CORPORATION
+$28.5K
1,979
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$27.5K
4,286
+12%
减持
SPSC
SPS COMM INC
+$26.8K
1,268
-8%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$26.1K
37,721
-5%
减持
SBUX
STARBUCKS CORP
-$23.9K
3,967
-2%
增持
TSN
TYSON FOODS INC
-$22.4K
5,797
+7%
增持
IEFA
ISHARES TR
+$22.3K
4,960
+7%
增持
MGM
MGM RESORTS INTERNATIONAL
+$21.3K
8,508
+1%
减持
SPGM
SPDR INDEX SHS FDS
+$19.8K
8,313
-0%
增持
ESGV
VANGUARD WORLD FD
+$19.0K
2,861
+0%
减持
JNJ
JOHNSON & JOHNSON
-$18.6K
4,275
-5%
减持
PG
PROCTER AND GAMBLE CO
-$17.6K
4,984
-2%
增持
PEP
PEPSICO INC
+$16.7K
4,606
+1%
增持
DHR
DANAHER CORPORATION
-$15.9K
5,068
+5%
减持
SPTM
SPDR SER TR
+$15.4K
4,264
-1%
减持
NUE
NUCOR CORP
+$13.0K
2,022
-5%
减持
MRK
MERCK & CO INC
+$12.8K
7,354
-1%
减持
APD
AIR PRODS & CHEMS INC
-$12.4K
794
-6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$11.4K
14,098
-4%
减持
VBR
VANGUARD INDEX FDS
+$10.5K
1,925
-2%
