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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 81
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BOND
PIMCO ETF TR
+$3.0M
123,182
+30%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$2.4M
143,803
+19%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.1M
151,094
+34%
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
IJR
ISHARES TR
+$2.1M
80,059
+14%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.0M
215,466
+11%
增持
IJH
ISHARES TR
+$1.9M
33,849
+13%
增持
RWO
SPDR INDEX SHS FDS
+$1.8M
134,828
+26%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.6M
161,094
+45%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.5M
90,104
+8%
增持
SCZ
ISHARES TR
+$1.2M
65,882
+30%
增持
IGF
ISHARES TR
+$1.1M
89,630
+24%
减持
MSFT
MICROSOFT CORP
+$984.5K
18,272
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$894.0K
151,341
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$886.2K
145,235
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$820.0K
57,031
+6%
减持
AAPL
APPLE INC
+$755.4K
37,187
-1%
减持
VTI
VANGUARD INDEX FDS
+$676.8K
47,477
-5%
增持
—
EXXON MOBIL CORP
-$539.4K
31,518
+0%
增持
MUB
ISHARES TR
+$520.8K
38,433
+8%
增持
PEP
PEPSICO INC
+$505.7K
7,404
+67%
增持
SCHA
SCHWAB STRATEGIC TR
+$435.6K
14,045
+155%
清仓
NEE
NEXTERA ENERGY INC
-$430.4K
0
-100%
增持
AMZN
AMAZON COM INC
+$373.8K
11,851
+6%
增持
AVGO
BROADCOM INC
+$324.1K
1,009
+5%
增持
V
VISA INC
+$314.3K
10,169
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$299.3K
0
-100%
增持
HD
HOME DEPOT INC
+$286.8K
4,314
+8%
增持
INTU
INTUIT
+$284.7K
2,446
+0%
建仓
IWM
ISHARES TR
+$279.9K
1,395
增持
VOO
VANGUARD INDEX FDS
+$261.7K
2,989
+12%
建仓
JPME
J P MORGAN EXCHANGE TRADED F
+$252.3K
2,746
增持
NKE
NIKE INC
+$243.5K
5,749
+44%
建仓
VXF
VANGUARD INDEX FDS
+$238.9K
1,453
清仓
LEN
LENNAR CORP
-$238.8K
0
-100%
建仓
TGT
TARGET CORP
+$236.3K
1,659
增持
ADBE
ADOBE INC
+$235.7K
2,654
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$234.9K
4,434
+1%
建仓
QLYS
QUALYS INC
+$233.6K
1,190
清仓
BAC
BANK AMERICA CORP
-$231.5K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$230.4K
3,858
减持
NVDA
NVIDIA CORPORATION
+$230.0K
4,093
-1%
建仓
SCHE
SCHWAB STRATEGIC TR
+$229.3K
9,248
建仓
GDDY
GODADDY INC
+$227.8K
2,146
建仓
INTC
INTEL CORP
+$227.6K
4,529
建仓
CMA
COMERICA INC
+$226.5K
4,058
增持
IVV
ISHARES TR
+$224.4K
4,608
+0%
减持
JPM
JPMORGAN CHASE & CO
+$216.4K
9,128
-1%
清仓
ESGV
VANGUARD WORLD FD
-$215.8K
0
-100%
建仓
TRMB
TRIMBLE INC
+$215.4K
4,048
清仓
SPTM
SPDR SER TR
-$213.9K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$211.5K
908
增持
GOOGL
ALPHABET INC
+$205.3K
21,254
+1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$204.8K
4,447
建仓
—
ROYAL CARIBBEAN GROUP
+$203.6K
1,572
建仓
MELI
MERCADOLIBRE INC
+$202.7K
129
建仓
EW
EDWARDS LIFESCIENCES CORP
+$202.7K
2,658
清仓
EQR
EQUITY RESIDENTIAL
-$201.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$186.9K
3,620
+0%
建仓
T
AT&T INC
+$185.0K
11,028
减持
EOG
EOG RES INC
-$172.0K
2,075
-38%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$169.7K
3,527
-21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$159.8K
117,720
-3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$152.9K
6,168
+69%
减持
GOOG
ALPHABET INC
+$147.3K
18,319
-1%
减持
SHW
SHERWIN WILLIAMS CO
+$144.1K
2,723
-1%
增持
META
META PLATFORMS INC
+$140.8K
2,273
+3%
增持
CVX
CHEVRON CORP NEW
+$132.3K
7,017
+29%
增持
VUG
VANGUARD INDEX FDS
+$127.4K
1,242
+31%
减持
COST
COSTCO WHSL CORP NEW
+$125.3K
2,927
-8%
减持
ABT
ABBOTT LABS
+$124.0K
11,126
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$113.6K
9,468
+26%
增持
TSLA
TESLA INC
+$112.7K
2,218
+27%
增持
—
ACCENTURE PLC IRELAND
+$104.6K
2,269
+1%
增持
VTV
VANGUARD INDEX FDS
+$104.4K
2,791
+23%
减持
QCOM
QUALCOMM INC
+$103.7K
6,873
-14%
增持
DFAC
DIMENSIONAL ETF TRUST
+$92.1K
30,267
+0%
减持
AME
AMETEK INC
+$90.4K
5,878
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$88.8K
14,644
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$88.1K
3,612
+0%
减持
—
ASML HOLDING N V
+$87.6K
622
-4%
增持
ROP
ROPER TECHNOLOGIES INC
+$85.8K
1,401
+0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$85.4K
10,899
+18%
减持
ZTS
ZOETIS INC
-$79.6K
1,398
-32%
增持
PFE
PFIZER INC
-$79.4K
18,172
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$79.1K
14,731
+5%
增持
MRK
MERCK & CO INC
+$78.7K
6,856
+6%
增持
RTX
RTX CORPORATION
+$77.7K
5,648
+2%
增持
XSD
SPDR SER TR
+$72.5K
1,659
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$70.0K
6,270
+1%
增持
LLY
ELI LILLY & CO
+$69.6K
1,340
+1%
增持
MTUM
ISHARES TR
+$67.4K
3,831
+0%
增持
IWO
ISHARES TR
+$61.0K
1,950
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$60.5K
3,208
+0%
减持
CSCO
CISCO SYS INC
-$60.3K
11,474
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$59.9K
2,401
+1%
增持
SPGM
SPDR INDEX SHS FDS
+$58.4K
8,884
+4%
增持
FE
FIRSTENERGY CORP
+$56.0K
9,770
+11%
减持
IXUS
ISHARES TR
-$53.7K
7,055
-17%
增持
YUM
YUM BRANDS INC
+$52.9K
3,173
+10%
减持
SPY
SPDR S&P 500 ETF TR
-$52.5K
2,341
-14%
增持
PGR
PROGRESSIVE CORP
+$48.2K
1,596
+8%
减持
SYK
STRYKER CORPORATION
+$46.2K
1,838
-0%
增持
—
CHUBB LIMITED
+$44.9K
2,355
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$44.7K
13,886
+0%
增持
JKHY
HENRY JACK & ASSOC INC
+$44.2K
3,569
+0%
增持
PH
PARKER-HANNIFIN CORP
+$42.9K
543
+2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$42.7K
67,865
+1%
增持
AMAT
APPLIED MATLS INC
+$41.2K
1,685
+1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$40.9K
1,615
-4%
增持
ABBV
ABBVIE INC
+$39.3K
4,298
+2%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$39.1K
9,866
-8%
增持
CMCSA
COMCAST CORP NEW
+$38.2K
9,728
+11%
减持
SAP
SAP SE
+$38.1K
2,112
-5%
增持
MCD
MCDONALDS CORP
+$36.7K
1,062
+1%
增持
IEFA
ISHARES TR
+$36.3K
3,740
+6%
增持
CSX
CSX CORP
+$36.2K
8,639
+1%
增持
DE
DEERE & CO
+$35.4K
1,518
+0%
增持
NUE
NUCOR CORP
+$34.7K
1,934
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$34.1K
2,302
-3%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$32.4K
1,475
+1%
减持
VBR
VANGUARD INDEX FDS
+$31.8K
1,757
-2%
减持
MGM
MGM RESORTS INTERNATIONAL
+$31.6K
6,313
-7%
增持
BSX
BOSTON SCIENTIFIC CORP
+$30.9K
6,086
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$28.6K
5,611
+3%
增持
LOW
LOWES COS INC
+$27.4K
1,851
+0%
减持
MA
MASTERCARD INCORPORATED
+$26.7K
1,131
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$26.4K
4,435
+3%
增持
CWI
SPDR INDEX SHS FDS
+$23.0K
9,443
+1%
减持
—
ASTRAZENECA PLC
-$21.1K
6,068
-4%
增持
ELV
ELEVANCE HEALTH INC
+$20.9K
531
+1%
减持
HON
HONEYWELL INTL INC
+$18.8K
2,508
-9%
减持
—
GARMIN LTD
+$16.9K
1,844
-12%
减持
NVO
NOVO-NORDISK A S
+$15.2K
5,867
-10%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$14.7K
502
-15%
减持
ORCL
ORACLE CORP
-$12.6K
7,252
-1%
减持
—
TOTALENERGIES SE
-$12.5K
5,497
-6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$10.7K
34,656
+3%
增持
TXT
TEXTRON INC
+$10.1K
4,337
+0%
减持
PG
PROCTER AND GAMBLE CO
-$9.3K
4,631
-2%
减持
NOC
NORTHROP GRUMMAN CORP
+$8.0K
776
-4%
增持
DHR
DANAHER CORPORATION
-$7.7K
5,495
+7%
减持
JNJ
JOHNSON & JOHNSON
-$7.6K
3,746
-2%
减持
MDLZ
MONDELEZ INTL INC
+$6.4K
5,677
-3%
减持
GE
GENERAL ELECTRIC CO
+$5.7K
4,102
-12%
减持
AVB
AVALONBAY CMNTYS INC
-$5.0K
1,300
-10%
减持
FNDF
SCHWAB STRATEGIC TR
-$3.3K
7,186
-7%
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.9K
1,154
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5K
27,441
-9%
减持
SBUX
STARBUCKS CORP
+$2.3K
3,792
-4%
减持
PM
PHILIP MORRIS INTL INC
-$1.4K
3,101
-2%
