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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 77
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BOND
PIMCO ETF TR
+$1.7M
167,312
+13%
增持
AAPL
APPLE INC
+$1.6M
38,446
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
215,394
+15%
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
+$1.5M
135,583
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
40,822
+915%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.4M
229,765
+16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
146,596
+17%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
71,093
+8%
增持
LECO
LINCOLN ELEC HLDGS INC
-$1.0M
15,612
+1%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$954.5K
294,641
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$911.7K
213,507
+14%
增持
RWO
SPDR INDEX SHS FDS
+$839.3K
194,356
+15%
增持
VTI
VANGUARD INDEX FDS
+$800.4K
57,722
+2%
增持
MUB
ISHARES TR
+$673.0K
56,965
+14%
增持
MSFT
MICROSOFT CORP
+$583.8K
18,481
+1%
增持
IGF
ISHARES TR
+$583.5K
124,886
+10%
增持
IJR
ISHARES TR
+$568.3K
104,753
+9%
增持
GOOG
ALPHABET INC
+$558.1K
17,493
+0%
增持
GOOGL
ALPHABET INC
+$493.8K
14,731
+2%
增持
IJH
ISHARES TR
+$435.2K
212,505
+8%
增持
SCZ
ISHARES TR
+$397.5K
96,710
+10%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$361.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$360.0K
2,999
+0%
清仓
DG
DOLLAR GEN CORP NEW
-$347.7K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$299.5K
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$288.1K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$251.7K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$244.7K
3,933
+22%
清仓
ZTS
ZOETIS INC
-$244.4K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$239.7K
0
-100%
建仓
WMT
WALMART INC
+$234.6K
3,464
增持
TSLA
TESLA INC
+$232.7K
3,998
+26%
减持
AVGO
BROADCOM INC
+$227.4K
962
-3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$225.9K
76,511
+6%
建仓
BP
BP PLC
+$221.4K
6,134
减持
V
VISA INC
-$216.8K
10,179
-2%
清仓
FTV
FORTIVE CORP
-$215.3K
0
-100%
减持
NKE
NIKE INC
-$215.1K
4,173
-26%
减持
ABT
ABBOTT LABS
-$206.7K
11,020
-7%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$204.7K
249
清仓
—
AON PLC
-$203.7K
0
-100%
清仓
—
LINDE PLC
-$202.9K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$201.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$200.9K
12,945
+1%
建仓
FCX
FREEPORT-MCMORAN INC
+$200.8K
4,132
清仓
DIS
DISNEY WALT CO
-$200.8K
0
-100%
增持
META
META PLATFORMS INC
+$198.7K
2,556
+14%
减持
QCOM
QUALCOMM INC
+$185.0K
6,731
-1%
增持
VONV
VANGUARD SCOTTSDALE FDS
-$178.9K
161,997
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$150.6K
2,648
-2%
增持
HD
HOME DEPOT INC
-$149.2K
4,076
+1%
增持
ABBV
ABBVIE INC
+$145.3K
5,081
+27%
增持
ADBE
ADOBE INC
+$142.0K
2,679
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$130.6K
140,135
+1%
增持
QQQ
INVESCO QQQ TR
+$129.3K
3,662
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$126.7K
11,047
+5%
增持
ORCL
ORACLE CORP
+$120.6K
7,369
+1%
增持
FDX
FEDEX CORP
+$117.5K
1,071
+52%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$106.9K
6,168
-1%
减持
SAP
SAP SE
-$103.2K
1,579
-27%
减持
AME
AMETEK INC
-$99.8K
5,893
-0%
减持
IVV
ISHARES TR
+$94.1K
4,434
-0%
增持
—
ACCENTURE PLC IRELAND
-$92.0K
2,305
+1%
减持
—
ASML HOLDING N V
-$86.8K
400
-22%
增持
NUE
NUCOR CORP
-$74.1K
1,912
+1%
减持
CMCSA
COMCAST CORP NEW
-$72.5K
7,995
-10%
减持
VTEB
VANGUARD MUN BD FDS
-$70.3K
9,189
-12%
减持
JNJ
JOHNSON & JOHNSON
-$65.3K
3,337
-5%
增持
PEP
PEPSICO INC
-$63.9K
7,455
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$63.7K
32,401
-6%
减持
SBUX
STARBUCKS CORP
-$63.7K
4,253
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$56.3K
6,150
+1%
增持
DE
DEERE & CO
-$56.1K
1,518
+0%
增持
AMAT
APPLIED MATLS INC
+$56.0K
1,735
+1%
减持
VGT
VANGUARD WORLD FD
+$53.4K
1,424
-3%
增持
MRK
MERCK & CO INC
-$52.3K
6,756
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$51.6K
2,355
+0%
减持
MA
MASTERCARD INCORPORATED
-$51.3K
1,150
-1%
减持
—
ASTRAZENECA PLC
+$50.1K
5,950
-3%
减持
LOW
LOWES COS INC
-$49.7K
1,347
-1%
增持
—
EXXON MOBIL CORP
+$48.2K
32,414
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$47.5K
2,419
-1%
减持
VTV
VANGUARD INDEX FDS
-$47.1K
1,421
-16%
增持
TGT
TARGET CORP
-$47.0K
1,659
+0%
增持
—
CHUBB LIMITED
+$45.9K
2,562
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$45.4K
37,368
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$41.6K
8,923
-9%
减持
VOO
VANGUARD INDEX FDS
+$39.1K
2,863
-1%
减持
FE
FIRSTENERGY CORP
-$39.0K
8,842
-9%
减持
IWO
ISHARES TR
-$36.5K
1,795
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$36.3K
783
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$35.9K
9,389
+1%
减持
KLAC
KLA CORP
+$35.1K
290
-1%
增持
GE
GE AEROSPACE
+$34.8K
5,012
+15%
减持
TRMB
TRIMBLE INC
-$34.7K
4,057
-0%
减持
CSCO
CISCO SYS INC
-$32.3K
11,969
-1%
减持
—
ROYAL CARIBBEAN GROUP
+$31.7K
1,585
-0%
增持
PM
PHILIP MORRIS INTL INC
+$31.4K
3,028
+1%
减持
CSX
CSX CORP
-$30.6K
8,413
-0%
增持
SYK
STRYKER CORPORATION
-$30.6K
1,836
+0%
减持
YUM
YUM BRANDS INC
-$29.3K
3,149
-2%
减持
AGG
ISHARES TR
-$29.3K
2,916
-9%
增持
MTUM
ISHARES TR
+$29.2K
3,835
+0%
增持
WEN
WENDYS CO
-$28.3K
15,330
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
+$27.7K
6,237
-1%
减持
PH
PARKER-HANNIFIN CORP
-$27.6K
549
-0%
减持
CVX
CHEVRON CORP NEW
-$27.5K
7,201
-2%
减持
HEI/A
HEICO CORP NEW
+$27.0K
1,327
-2%
减持
MDLZ
MONDELEZ INTL INC
-$26.8K
5,393
-1%
增持
PG
PROCTER AND GAMBLE CO
+$26.4K
4,539
+2%
增持
JKHY
HENRY JACK & ASSOC INC
-$26.2K
3,578
+0%
增持
ELV
ELEVANCE HEALTH INC
+$25.7K
568
+4%
增持
SCHA
SCHWAB STRATEGIC TR
-$24.4K
13,684
+0%
增持
RTX
RTX CORPORATION
+$24.2K
5,703
+1%
增持
HON
HONEYWELL INTL INC
+$23.6K
2,694
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$22.2K
3,426
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
-$21.8K
13,563
+0%
增持
IVE
ISHARES TR
-$21.4K
4,472
+0%
增持
MCD
MCDONALDS CORP
-$21.3K
995
+2%
增持
SPGM
SPDR INDEX SHS FDS
+$20.6K
9,926
+2%
增持
—
GARMIN LTD
+$20.3K
1,423
+0%
增持
BAC
BANK AMERICA CORP
+$20.1K
5,946
+4%
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$18.3K
3,170
-2%
增持
KO
COCA COLA CO
+$17.9K
3,562
+4%
减持
GDDY
GODADDY INC
-$17.8K
1,473
-22%
减持
EOG
EOG RES INC
-$17.6K
1,614
-7%
增持
IWM
ISHARES TR
-$16.8K
2,394
+0%
减持
CPRT
COPART INC
-$15.7K
3,995
-0%
减持
—
TOTALENERGIES SE
-$15.5K
5,341
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$14.2K
10,488
-10%
增持
CAT
CATERPILLAR INC
-$13.8K
602
+3%
减持
ENTG
ENTEGRIS INC
-$13.7K
1,574
-2%
减持
INTU
INTUIT
+$12.9K
2,517
-0%
减持
MELI
MERCADOLIBRE INC
+$12.6K
130
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$12.4K
1,010
-0%
增持
AMT
AMERICAN TOWER CORP NEW
-$11.9K
4,562
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.2K
30,289
+0%
减持
T
AT&T INC
+$8.7K
12,236
-4%
减持
OXY
OCCIDENTAL PETE CORP
-$8.1K
3,858
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$7.9K
1,282
+1%
清仓
—
CNS PHARMACEUTICALS INC
-$6.9K
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$6.3K
1,631
-0%
增持
PFE
PFIZER INC
+$5.5K
15,294
+0%
增持
IWD
ISHARES TR
-$5.5K
1,230
+0%
增持
PGR
PROGRESSIVE CORP
+$4.7K
1,529
+1%
增持
CWI
SPDR INDEX SHS FDS
+$2.7K
9,618
+1%
减持
NVO
NOVO-NORDISK A S
+$2.5K
5,078
-10%
增持
IXUS
ISHARES TR
-$2.3K
11,860
+0%
减持
DHR
DANAHER CORPORATION
-$1.2K
5,721
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$951
3,428
-3%
