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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 20
增持 75
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$4.5M
275,604
+28%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$4.5M
124,190
+38%
增持
VTI
VANGUARD INDEX FDS
+$3.4M
56,332
+19%
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
+$2.6M
197,573
+484%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.2M
198,552
+31%
增持
BOND
PIMCO ETF TR
+$2.2M
147,597
+20%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$2.2M
160,007
+11%
增持
IJR
ISHARES TR
+$1.9M
95,953
+20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
187,656
+29%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
186,859
+23%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
4,023
-2%
增持
SCZ
ISHARES TR
+$1.5M
87,853
+33%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
66,041
+16%
增持
RWO
SPDR INDEX SHS FDS
+$1.3M
168,899
+25%
增持
MUB
ISHARES TR
+$1.2M
50,155
+30%
增持
IGF
ISHARES TR
+$1.2M
113,419
+27%
减持
MSFT
MICROSOFT CORP
+$805.3K
18,245
-0%
减持
GOOGL
ALPHABET INC
-$779.6K
14,506
-32%
建仓
VGT
VANGUARD WORLD FD
+$767.6K
1,464
增持
AAPL
APPLE INC
-$665.1K
37,874
+2%
增持
LECO
LINCOLN ELEC HLDGS INC
+$589.7K
15,504
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$577.7K
37,715
+37%
增持
—
EXXON MOBIL CORP
+$532.2K
31,687
+1%
增持
AMZN
AMAZON COM INC
+$500.1K
12,755
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$395.8K
125,053
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$379.8K
6,221
-1%
清仓
XSD
SPDR SER TR
-$373.0K
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$347.7K
2,228
增持
IXUS
ISHARES TR
+$345.5K
11,842
+68%
增持
JPM
JPMORGAN CHASE & CO
+$310.5K
9,302
+2%
减持
META
META PLATFORMS INC
+$285.6K
2,245
-1%
清仓
IEFA
ISHARES TR
-$263.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$257.0K
2,988
+2%
建仓
SCHM
SCHWAB STRATEGIC TR
+$252.9K
3,106
清仓
AVB
AVALONBAY CMNTYS INC
-$243.4K
0
-100%
增持
V
VISA INC
+$240.8K
10,350
+2%
建仓
XLV
SELECT SECTOR SPDR TR
+$239.6K
1,622
增持
GE
GENERAL ELECTRIC CO
+$238.3K
4,341
+6%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$237.4K
0
-100%
增持
ADBE
ADOBE INC
-$237.1K
2,668
+1%
清仓
QLYS
QUALYS INC
-$233.6K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$232.3K
5,515
建仓
CPRT
COPART INC
+$232.0K
4,006
清仓
INTC
INTEL CORP
-$227.6K
0
-100%
建仓
ENTG
ENTEGRIS INC
+$226.9K
1,614
清仓
CMA
COMERICA INC
-$226.5K
0
-100%
增持
IWM
ISHARES TR
+$222.6K
2,390
+71%
减持
VTEB
VANGUARD MUN BD FDS
-$221.3K
10,489
-29%
建仓
IWD
ISHARES TR
+$220.2K
1,229
建仓
BAC
BANK AMERICA CORP
+$216.4K
5,706
建仓
IWR
ISHARES TR
+$216.1K
2,570
建仓
FTV
FORTIVE CORP
+$215.3K
2,503
建仓
CAT
CATERPILLAR INC
+$214.4K
585
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$213.2K
72,067
+6%
建仓
ITOT
ISHARES TR
+$210.2K
1,823
建仓
KO
COCA COLA CO
+$208.8K
3,413
建仓
HEI/A
HEICO CORP NEW
+$208.6K
1,355
建仓
KLAC
KLA CORP
+$204.0K
292
建仓
—
AON PLC
+$203.7K
610
建仓
FDX
FEDEX CORP
+$203.6K
703
建仓
—
LINDE PLC
+$202.9K
437
清仓
EW
EDWARDS LIFESCIENCES CORP
-$202.7K
0
-100%
建仓
DIS
DISNEY WALT CO
+$200.8K
1,641
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$199.5K
3,226
+40%
减持
AVGO
BROADCOM INC
+$191.4K
994
-1%
减持
LLY
ELI LILLY & CO
+$187.6K
1,245
-7%
增持
SCHB
SCHWAB STRATEGIC TR
+$175.5K
16,170
+11%
减持
AGG
ISHARES TR
-$170.9K
3,189
-35%
减持
QCOM
QUALCOMM INC
+$161.6K
6,826
-1%
增持
DHR
DANAHER CORPORATION
+$159.5K
5,729
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$156.8K
3,527
-2%
增持
ORCL
ORACLE CORP
+$155.3K
7,324
+1%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$150.0K
138,715
-14%
增持
QQQ
INVESCO QQQ TR
+$142.9K
3,661
+1%
减持
VTV
VANGUARD INDEX FDS
-$142.2K
1,689
-39%
减持
MRK
MERCK & CO INC
+$141.3K
6,736
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$140.0K
10,496
+6%
减持
IVV
ISHARES TR
+$131.7K
4,437
-4%
增持
ABT
ABBOTT LABS
+$127.2K
11,893
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$117.3K
2,351
+0%
增持
MTUM
ISHARES TR
+$117.0K
3,833
+0%
减持
NVO
NOVO-NORDISK A S
+$115.4K
5,626
-4%
增持
AME
AMETEK INC
+$113.0K
5,917
+1%
增持
INTU
INTUIT
+$112.4K
2,525
+3%
增持
CVX
CHEVRON CORP NEW
+$107.2K
7,315
+4%
减持
SYK
STRYKER CORPORATION
+$104.9K
1,831
-0%
减持
PFE
PFIZER INC
-$100.8K
15,221
-16%
增持
SAP
SAP SE
+$95.2K
2,162
+2%
减持
NKE
NIKE INC
-$94.6K
5,635
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$91.7K
2,709
-1%
增持
SPGM
SPDR INDEX SHS FDS
+$91.0K
9,763
+10%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$89.5K
34,363
-1%
减持
VOO
VANGUARD INDEX FDS
+$87.4K
2,897
-3%
增持
IVW
ISHARES TR
+$82.9K
8,878
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$82.6K
30,276
+0%
增持
AMAT
APPLIED MATLS INC
+$80.4K
1,714
+2%
减持
VBR
VANGUARD INDEX FDS
-$76.6K
1,249
-29%
增持
MA
MASTERCARD INCORPORATED
+$76.3K
1,160
+3%
减持
—
CHUBB LIMITED
+$75.5K
2,345
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$73.3K
6,661
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$73.1K
2,440
+2%
减持
RTX
RTX CORPORATION
+$73.1K
5,622
-0%
增持
TXT
TEXTRON INC
+$69.0K
4,355
+0%
减持
GOOG
ALPHABET INC
+$68.8K
17,408
-5%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$67.8K
3,229
+18%
增持
BSX
BOSTON SCIENTIFIC CORP
+$65.5K
6,093
+0%
减持
LOW
LOWES COS INC
-$65.3K
1,361
-26%
增持
SCHE
SCHWAB STRATEGIC TR
+$63.5K
11,593
+25%
减持
ABBV
ABBVIE INC
+$60.2K
3,988
-7%
减持
PGR
PROGRESSIVE CORP
+$58.6K
1,513
-5%
增持
AMT
AMERICAN TOWER CORP NEW
-$58.6K
4,548
+3%
减持
HD
HOME DEPOT INC
+$57.1K
4,046
-6%
减持
TGT
TARGET CORP
+$56.3K
1,651
-0%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$55.5K
1,639
+1%
增持
PH
PARKER-HANNIFIN CORP
+$55.3K
550
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$52.7K
9,762
+3%
减持
VUG
VANGUARD INDEX FDS
-$46.7K
986
-21%
增持
TRMB
TRIMBLE INC
+$46.2K
4,064
+0%
减持
PG
PROCTER AND GAMBLE CO
+$43.7K
4,452
-4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$43.6K
1,273
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$41.9K
1,015
+12%
减持
CMCSA
COMCAST CORP NEW
-$41.0K
8,895
-9%
减持
MCD
MCDONALDS CORP
-$40.2K
975
-8%
增持
T
AT&T INC
+$40.1K
12,793
+16%
减持
NUE
NUCOR CORP
+$39.9K
1,902
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$37.6K
13,556
-2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$37.6K
525
+5%
增持
JKHY
HENRY JACK & ASSOC INC
+$37.0K
3,570
+0%
减持
PEP
PEPSICO INC
+$36.0K
7,391
-0%
减持
JNJ
JOHNSON & JOHNSON
-$34.1K
3,496
-7%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$33.2K
3,425
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$32.8K
1,848
+1%
增持
YUM
YUM BRANDS INC
+$31.9K
3,220
+1%
增持
ELV
ELEVANCE HEALTH INC
+$31.7K
544
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$31.6K
3,228
+1%
增持
ZTS
ZOETIS INC
-$31.6K
1,445
+3%
减持
MDLZ
MONDELEZ INTL INC
-$31.4K
5,425
-4%
增持
SBUX
STARBUCKS CORP
+$30.7K
4,320
+14%
减持
EOG
EOG RES INC
-$30.2K
1,727
-17%
减持
SCHX
SCHWAB STRATEGIC TR
+$27.9K
13,758
-6%
增持
HON
HONEYWELL INTL INC
+$25.8K
2,688
+7%
减持
—
GARMIN LTD
-$25.5K
1,421
-23%
减持
—
ASML HOLDING N V
+$25.1K
511
-18%
增持
ROP
ROPER TECHNOLOGIES INC
+$24.8K
1,406
+0%
增持
CSCO
CISCO SYS INC
+$21.4K
12,042
+5%
增持
OXY
OCCIDENTAL PETE CORP
+$20.9K
3,866
+0%
增持
—
ROYAL CARIBBEAN GROUP
+$17.5K
1,590
+1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$17.4K
6,344
+0%
减持
DE
DEERE & CO
+$16.3K
1,517
-0%
减持
PM
PHILIP MORRIS INTL INC
-$16.3K
3,007
-3%
