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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 36
增持 102
减持 8
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$26.4M
593,698
+676%
建仓
REET
ISHARES TR
+$6.5M
245,368
减持
RWO
SPDR INDEX SHS FDS
-$4.3M
78,451
-60%
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
+$3.7M
330,597
+12%
增持
BOND
PIMCO ETF TR
+$3.1M
193,882
+16%
增持
IJR
ISHARES TR
+$2.6M
117,615
+12%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
63,218
+10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.4M
147,910
+9%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.4M
271,697
+18%
增持
IJH
ISHARES TR
+$2.3M
236,587
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.0M
238,356
+11%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
171,879
+6%
增持
IGF
ISHARES TR
+$1.8M
142,464
+14%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
232,964
+9%
增持
AAPL
APPLE INC
+$1.2M
39,955
+4%
建仓
—
STERIS PLC
+$1.2M
4,988
增持
SCZ
ISHARES TR
+$1.2M
105,836
+9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
168,822
+15%
增持
SCHG
SCHWAB STRATEGIC TR
+$902.3K
77,474
+9%
增持
NVDA
NVIDIA CORPORATION
+$779.6K
63,140
+55%
增持
TSLA
TESLA INC
+$549.8K
5,125
+28%
增持
SCHB
SCHWAB STRATEGIC TR
+$510.9K
22,963
+42%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$466.6K
9,982
减持
QCOM
QUALCOMM INC
-$452.9K
5,221
-22%
增持
UNH
UNITEDHEALTH GROUP INC
+$448.8K
3,754
+10%
建仓
GEV
GE VERNOVA INC
+$436.0K
1,710
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$428.2K
6,382
+3%
增持
META
META PLATFORMS INC
+$412.8K
2,973
+16%
增持
AMZN
AMAZON COM INC
+$351.8K
15,314
+18%
建仓
VV
VANGUARD INDEX FDS
+$349.1K
1,326
建仓
PTIR
GRANITESHARES ETF TR
+$335.3K
9,302
建仓
REGN
REGENERON PHARMACEUTICALS
+$312.2K
297
增持
MUB
ISHARES TR
+$292.5K
58,567
+3%
建仓
IEFA
ISHARES TR
+$271.5K
3,478
增持
ORCL
ORACLE CORP
+$269.1K
7,685
+4%
增持
IVV
ISHARES TR
+$262.8K
4,662
+5%
增持
HD
HOME DEPOT INC
+$258.3K
4,100
+1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$248.9K
507
建仓
ZTS
ZOETIS INC
+$242.9K
1,243
建仓
CPT
CAMDEN PPTY TR
+$242.7K
1,965
建仓
—
LINDE PLC
+$242.7K
509
增持
SHW
SHERWIN WILLIAMS CO
+$238.3K
2,695
+2%
建仓
CTAS
CINTAS CORP
+$234.6K
1,139
建仓
AVB
AVALONBAY CMNTYS INC
+$232.2K
1,031
建仓
TDG
TRANSDIGM GROUP INC
+$231.5K
162
增持
MSFT
MICROSOFT CORP
+$230.6K
19,732
+7%
建仓
IR
INGERSOLL RAND INC
+$226.6K
2,308
建仓
DG
DOLLAR GEN CORP NEW
+$226.3K
2,676
建仓
CME
CME GROUP INC
+$226.2K
1,025
建仓
EQR
EQUITY RESIDENTIAL
+$226.1K
3,037
建仓
GPC
GENUINE PARTS CO
+$225.9K
1,617
建仓
EMR
EMERSON ELEC CO
+$223.3K
2,042
建仓
—
AON PLC
+$222.3K
643
建仓
TRP
TC ENERGY CORP
+$222.1K
4,670
清仓
BP
BP PLC
-$221.4K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$219.1K
2,203
建仓
VNQ
VANGUARD INDEX FDS
+$217.8K
2,236
建仓
—
EATON CORP PLC
+$215.7K
651
建仓
CMA
COMERICA INC
+$215.3K
3,593
清仓
ENTG
ENTEGRIS INC
-$213.2K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$209.5K
339
建仓
VBR
VANGUARD INDEX FDS
+$209.0K
1,041
增持
—
EXXON MOBIL CORP
+$207.1K
33,600
+4%
增持
COST
COSTCO WHSL CORP NEW
+$206.9K
3,109
+4%
清仓
GDDY
GODADDY INC
-$205.8K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$205.2K
4,082
清仓
MPWR
MONOLITHIC PWR SYS INC
-$204.7K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$204.3K
439
建仓
CL
COLGATE PALMOLIVE CO
+$203.8K
1,963
建仓
CMI
CUMMINS INC
+$203.5K
629
增持
GOOGL
ALPHABET INC
-$203.2K
14,954
+2%
建仓
GS
GOLDMAN SACHS GROUP INC
+$203.0K
410
建仓
FTV
FORTIVE CORP
+$201.1K
2,548
建仓
VO
VANGUARD INDEX FDS
+$201.1K
762
增持
GE
GE AEROSPACE
+$194.7K
5,257
+5%
增持
DHR
DANAHER CORPORATION
+$191.0K
5,829
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$191.0K
9,912
+6%
增持
V
VISA INC
+$181.3K
10,376
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$173.4K
1,498
+48%
增持
ABBV
ABBVIE INC
+$161.8K
5,232
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$161.4K
142,190
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$155.7K
2,597
+7%
增持
GOOG
ALPHABET INC
-$152.0K
18,282
+5%
增持
—
ACCENTURE PLC IRELAND
+$146.3K
2,392
+4%
增持
CSCO
CISCO SYS INC
+$137.8K
13,275
+11%
减持
AMT
AMERICAN TOWER CORP NEW
+$134.2K
4,390
-4%
增持
MA
MASTERCARD INCORPORATED
+$133.8K
1,299
+13%
增持
ABT
ABBOTT LABS
+$132.8K
11,209
+2%
增持
VOO
VANGUARD INDEX FDS
+$126.3K
2,953
+3%
增持
NKE
NIKE INC
+$122.6K
4,945
+18%
增持
PFE
PFIZER INC
+$121.4K
18,982
+24%
增持
CARR
CARRIER GLOBAL CORPORATION
+$119.6K
6,373
+2%
增持
LLY
ELI LILLY & CO
+$118.3K
1,406
+13%
增持
VUG
VANGUARD INDEX FDS
+$116.5K
1,264
+28%
增持
LOW
LOWES COS INC
+$110.9K
1,506
+12%
减持
RTX
RTX CORPORATION
+$110.7K
5,639
-1%
增持
SBUX
STARBUCKS CORP
+$110.2K
4,526
+6%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$109.9K
3,427
+0%
增持
NVO
NOVO-NORDISK A S
-$105.9K
5,199
+2%
增持
—
CHUBB LIMITED
+$104.4K
2,628
+3%
增持
ADBE
ADOBE INC
-$100.7K
2,680
+0%
增持
WMT
WALMART INC
+$96.4K
4,099
+18%
增持
PG
PROCTER AND GAMBLE CO
+$95.9K
4,876
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$92.2K
2,394
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$92.1K
3,331
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$91.3K
819
+5%
增持
PM
PHILIP MORRIS INTL INC
+$90.2K
3,270
+8%
增持
CMCSA
COMCAST CORP NEW
+$89.7K
9,643
+21%
增持
PGR
PROGRESSIVE CORP
+$89.2K
1,603
+5%
增持
PH
PARKER-HANNIFIN CORP
+$82.9K
571
+4%
减持
NUE
NUCOR CORP
-$82.4K
1,462
-24%
增持
AVGO
BROADCOM INC
+$81.9K
9,430
+880%
增持
MDLZ
MONDELEZ INTL INC
+$81.7K
5,900
+9%
增持
DE
DEERE & CO
+$81.3K
1,554
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$70.3K
9,759
+9%
增持
BSX
BOSTON SCIENTIFIC CORP
+$69.2K
6,477
+5%
增持
KO
COCA COLA CO
+$69.1K
4,117
+16%
增持
—
GARMIN LTD
+$68.8K
1,708
+20%
增持
VTEB
VANGUARD MUN BD FDS
+$65.3K
10,284
+12%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$64.8K
36,196
-3%
增持
IXUS
ISHARES TR
+$62.7K
11,896
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$62.5K
30,302
+0%
增持
MELI
MERCADOLIBRE INC
+$59.3K
133
+2%
增持
CAT
CATERPILLAR INC
+$58.8K
663
+10%
增持
SYK
STRYKER CORPORATION
+$57.2K
1,888
+3%
增持
FE
FIRSTENERGY CORP
+$55.7K
8,884
+0%
增持
LECO
LINCOLN ELEC HLDGS INC
+$54.1K
15,619
+0%
增持
AME
AMETEK INC
+$51.6K
6,022
+2%
增持
SPGM
SPDR INDEX SHS FDS
+$50.6K
10,095
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$50.1K
13,767
+0%
增持
CVX
CHEVRON CORP NEW
-$49.9K
7,309
+1%
增持
SAP
SAP SE
+$48.3K
1,601
+1%
增持
HEI/A
HEICO CORP NEW
+$47.4K
1,389
+5%
减持
MCD
MCDONALDS CORP
+$46.7K
986
-1%
增持
INTU
INTUIT
-$46.4K
2,589
+3%
增持
BAC
BANK AMERICA CORP
+$44.4K
7,077
+19%
增持
IWM
ISHARES TR
+$44.3K
2,400
+0%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$41.0K
1,722
+6%
增持
SCHE
SCHWAB STRATEGIC TR
+$39.7K
10,907
+4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$38.4K
1,383
+8%
增持
JKHY
HENRY JACK & ASSOC INC
+$38.3K
3,582
+0%
增持
AMAT
APPLIED MATLS INC
-$37.6K
1,840
+6%
增持
—
ROYAL CARIBBEAN GROUP
+$37.5K
1,636
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$37.1K
2,016
+9%
增持
OXY
OCCIDENTAL PETE CORP
-$35.7K
4,025
+4%
增持
MTUM
ISHARES TR
+$35.1K
3,859
+1%
增持
QQQ
INVESCO QQQ TR
+$33.8K
3,664
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$33.1K
13,571
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$32.2K
11,071
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$31.2K
439
-16%
