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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 81
减持 34
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
BOND
PIMCO ETF TR
+$2.5M
230,180
+19%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.4M
329,446
+21%
增持
VTI
VANGUARD INDEX FDS
+$2.4M
69,036
+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
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.2M
358,265
+8%
建仓
GWW
GRAINGER W W INC
+$1.7M
1,543
增持
IJH
ISHARES TR
+$1.5M
252,952
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
296,831
+25%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
589,071
+153%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
340,260
+339%
增持
IJR
ISHARES TR
+$1.3M
127,923
+9%
增持
AMZN
AMAZON COM INC
+$1.2M
18,390
+20%
增持
MUB
ISHARES TR
+$1.2M
71,090
+21%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
66,915
+6%
增持
VOO
VANGUARD INDEX FDS
+$839.8K
4,406
+49%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$813.0K
156,281
+6%
减持
TSLA
TESLA INC
+$755.5K
5,066
-1%
增持
GOOG
ALPHABET INC
+$652.2K
19,077
+4%
增持
VV
VANGUARD INDEX FDS
+$605.9K
3,503
+164%
增持
MSFT
MICROSOFT CORP
+$597.9K
21,406
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$559.8K
180,781
+7%
建仓
BSV
VANGUARD BD INDEX FDS
+$547.9K
7,084
增持
JPM
JPMORGAN CHASE & CO.
+$523.4K
10,278
+4%
增持
META
META PLATFORMS INC
+$521.5K
3,637
+22%
减持
AVGO
BROADCOM INC
+$515.9K
9,340
-1%
增持
IGF
ISHARES TR
+$514.3K
153,549
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$493.1K
3,155
+32%
增持
V
VISA INC
+$466.1K
10,462
+1%
增持
SCZ
ISHARES TR
+$449.7K
125,616
+19%
增持
GOOGL
ALPHABET INC
+$411.7K
14,990
+0%
建仓
CRM
SALESFORCE INC
+$390.8K
1,221
增持
QQQ
INVESCO QQQ TR
+$387.1K
4,240
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$376.6K
3,561
-5%
增持
ITOT
ISHARES TR
+$369.7K
4,597
+152%
建仓
CEG
CONSTELLATION ENERGY CORP
+$369.0K
1,171
建仓
IEMG
ISHARES INC
+$367.0K
7,060
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$351.6K
38,712
+18%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$340.4K
6,038
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$340.3K
4,825
+20%
减持
ADBE
ADOBE INC
-$322.9K
2,494
-7%
增持
GEV
GE VERNOVA INC
+$309.6K
1,907
+12%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$299.9K
175,183
+2%
清仓
MELI
MERCADOLIBRE INC
-$272.9K
0
-100%
减持
LLY
ELI LILLY & CO
-$263.6K
1,296
-8%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$263.0K
3,799
减持
ROP
ROPER TECHNOLOGIES INC
-$255.5K
1,045
-27%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$254.9K
2,440
增持
IEFA
ISHARES TR
+$245.0K
7,271
+109%
清仓
ZTS
ZOETIS INC
-$242.9K
0
-100%
清仓
CPT
CAMDEN PPTY TR
-$242.7K
0
-100%
建仓
DIS
DISNEY WALT CO
+$239.1K
2,246
清仓
CTAS
CINTAS CORP
-$234.6K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$232.2K
0
-100%
建仓
NFLX
NETFLIX INC
+$230.9K
274
增持
REET
ISHARES TR
-$226.4K
262,887
+7%
清仓
DG
DOLLAR GEN CORP NEW
-$226.3K
0
-100%
清仓
CME
CME GROUP INC
-$226.2K
0
-100%
清仓
EQR
EQUITY RESIDENTIAL
-$226.1K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$225.9K
0
-100%
清仓
NUE
NUCOR CORP
-$219.9K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$219.1K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$216.2K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$216.1K
1,220
清仓
CMA
COMERICA INC
-$215.3K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$214.8K
690
建仓
XLY
SELECT SECTOR SPDR TR
+$214.3K
948
建仓
RJF
RAYMOND JAMES FINL INC
+$213.9K
1,297
建仓
CW
CURTISS WRIGHT CORP
+$211.9K
579
减持
YUM
YUM BRANDS INC
-$211.1K
1,873
-42%
建仓
BP
BP PLC
+$210.8K
6,634
建仓
UAL
UNITED AIRLS HLDGS INC
+$210.3K
1,982
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$209.5K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$208.6K
843
减持
AMT
AMERICAN TOWER CORP NEW
-$207.1K
4,282
-2%
减持
SHW
SHERWIN WILLIAMS CO
-$206.9K
2,320
-14%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$204.3K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$203.8K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$202.5K
48,409
+252%
增持
DHR
DANAHER CORPORATION
-$196.0K
5,889
+1%
减持
PEP
PEPSICO INC
-$190.2K
7,143
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$182.0K
6,740
+6%
增持
—
EXXON MOBIL CORP
-$181.5K
33,751
+0%
增持
NVO
NOVO-NORDISK A S
-$171.0K
5,394
+4%
减持
—
STERIS PLC
-$162.3K
4,984
-0%
增持
WMT
WALMART INC
+$149.1K
5,258
+28%
减持
ABBV
ABBVIE INC
-$145.4K
5,112
-2%
减持
MRK
MERCK & CO INC
-$142.2K
6,713
-7%
减持
PFE
PFIZER INC
-$140.7K
15,425
-19%
增持
COST
COSTCO WHSL CORP NEW
+$139.3K
3,148
+1%
减持
MDLZ
MONDELEZ INTL INC
-$124.1K
5,354
-9%
增持
BSX
BOSTON SCIENTIFIC CORP
+$112.2K
6,672
+3%
减持
IXUS
ISHARES TR
-$110.6K
11,347
-5%
增持
CSCO
CISCO SYS INC
+$110.4K
13,657
+3%
增持
IWO
ISHARES TR
+$110.4K
1,895
+21%
增持
REGN
REGENERON PHARMACEUTICALS
-$102.8K
302
+2%
增持
GE
GE AEROSPACE
+$100.2K
6,073
+16%
增持
ABT
ABBOTT LABS
+$97.6K
12,075
+8%
减持
PTIR
GRANITESHARES ETF TR
+$96.9K
4,020
-57%
增持
MA
MASTERCARD INCORPORATED
+$96.7K
1,411
+9%
增持
AAPL
APPLE INC
-$88.1K
40,398
+1%
增持
HD
HOME DEPOT INC
+$84.8K
4,266
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$84.2K
29,849
+118%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$83.3K
5,914
+45%
增持
ELV
ELEVANCE HEALTH INC
-$75.8K
620
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$73.9K
1,150
-23%
减持
IVV
ISHARES TR
+$72.3K
4,644
-0%
增持
SAP
SAP SE
+$70.6K
1,672
+4%
减持
FDX
FEDEX CORP
-$67.0K
857
-23%
减持
CMCSA
COMCAST CORP NEW
-$66.8K
9,254
-4%
增持
ORCL
ORACLE CORP
-$66.4K
7,792
+1%
减持
JNJ
JOHNSON & JOHNSON
-$64.5K
2,995
-4%
减持
LECO
LINCOLN ELEC HLDGS INC
-$62.2K
15,128
-3%
增持
NKE
NIKE INC
-$61.0K
5,290
+7%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$60.6K
1,855
+8%
减持
TGT
TARGET CORP
-$60.3K
1,622
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$60.0K
429
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$58.1K
526
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$56.5K
68,961
+200%
增持
SYK
STRYKER CORPORATION
+$55.9K
1,933
+2%
减持
—
CHUBB LIMITED
-$55.7K
2,567
-2%
增持
—
ASTRAZENECA PLC
-$53.9K
6,342
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$53.7K
146,006
+3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$53.2K
3,208
-4%
减持
KO
COCA COLA CO
-$52.8K
3,906
-5%
增持
IWM
ISHARES TR
+$52.4K
2,595
+8%
建仓
TE
FREYR BATTERY INC
+$50.5K
20,622
减持
FNDF
SCHWAB STRATEGIC TR
-$50.1K
6,069
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$50.1K
10,125
+4%
增持
TRMB
TRIMBLE INC
+$49.5K
4,085
+1%
增持
QSR
RESTAURANT BRANDS INTL INC
-$44.9K
3,923
+0%
增持
RWO
SPDR INDEX SHS FDS
+$44.3K
88,032
+12%
减持
TXT
TEXTRON INC
-$44.2K
4,362
-0%
减持
MTUM
ISHARES TR
+$43.3K
3,851
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
-$43.1K
594,838
+0%
增持
VUG
VANGUARD INDEX FDS
+$42.1K
1,285
+2%
增持
VO
VANGUARD INDEX FDS
+$41.4K
890
+17%
减持
—
ROYAL CARIBBEAN GROUP
+$40.5K
1,417
-13%
增持
WEN
WENDYS CO
-$40.0K
15,365
+0%
增持
PG
PROCTER AND GAMBLE CO
-$39.5K
5,016
+3%
增持
CARR
CARRIER GLOBAL CORPORATION
-$35.5K
6,847
+7%
增持
QCOM
QUALCOMM INC
-$33.7K
5,291
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$32.8K
5,497
+3%
增持
FE
FIRSTENERGY CORP
-$32.2K
9,028
+2%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$32.0K
10,646
-4%
减持
CVX
CHEVRON CORP NEW
+$31.6K
6,952
-5%
减持
AMAT
APPLIED MATLS INC
-$31.4K
1,825
-1%
增持
—
EATON CORP PLC
+$30.0K
712
+9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$29.5K
3,428
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$28.6K
2,707
+4%
增持
—
AON PLC
+$28.6K
682
+6%
增持
EMR
EMERSON ELEC CO
+$28.5K
2,043
+0%
