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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 27
增持 96
减持 18
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$11.6M
566,825
+72%
增持
BOND
PIMCO ETF TR
+$6.5M
294,962
+28%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.4M
360,974
+22%
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
SCHF
SCHWAB STRATEGIC TR
+$3.1M
712,770
+21%
增持
SCZ
ISHARES TR
+$2.4M
157,879
+26%
增持
REET
ISHARES TR
+$1.9M
339,075
+29%
增持
IJR
ISHARES TR
-$1.4M
129,944
+2%
建仓
TAFM
AB ACTIVE ETFS INC
+$1.3M
50,303
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.2M
157,214
-13%
减持
LECO
LINCOLN ELEC HLDGS INC
-$1.0M
10,209
-33%
增持
IJH
ISHARES TR
-$968.9K
262,617
+4%
增持
SCHG
SCHWAB STRATEGIC TR
-$963.4K
340,922
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$949.0K
7,639
+13%
增持
AAPL
APPLE INC
+$911.5K
45,617
+13%
减持
RWO
SPDR INDEX SHS FDS
-$892.0K
66,019
-25%
减持
TSLA
TESLA INC
-$843.4K
4,835
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$664.7K
57,650
+49%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$554.9K
4,845
+41%
增持
GOOG
ALPHABET INC
-$527.3K
20,364
+7%
增持
AVGO
BROADCOM INC
-$505.2K
9,779
+5%
建仓
IWF
ISHARES TR
+$501.6K
1,389
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$486.7K
8,171
+158%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$478.9K
0
-100%
增持
V
VISA INC
+$475.2K
10,826
+3%
增持
—
EXXON MOBIL CORP
+$475.1K
35,586
+5%
增持
VTI
VANGUARD INDEX FDS
-$474.2K
71,996
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$471.2K
53,781
+80%
增持
IGF
ISHARES TR
+$464.8K
159,748
+4%
清仓
SBUX
STARBUCKS CORP
-$440.3K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$439.4K
865
增持
BNDX
VANGUARD CHARLOTTE FDS
+$433.0K
14,779
+150%
建仓
TIP
ISHARES TR
+$429.3K
3,864
增持
VNQ
VANGUARD INDEX FDS
+$428.5K
7,026
+204%
增持
IEFA
ISHARES TR
+$413.7K
12,295
+69%
增持
GOOGL
ALPHABET INC
-$412.8K
16,030
+7%
增持
MSFT
MICROSOFT CORP
-$380.4K
23,198
+8%
减持
GWW
GRAINGER W W INC
-$368.8K
1,361
-12%
增持
QQQ
INVESCO QQQ TR
+$356.6K
5,400
+27%
建仓
MAIN
MAIN STR CAP CORP
+$351.7K
6,218
建仓
ABNB
AIRBNB INC
+$342.9K
2,870
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$342.1K
2,959
增持
SPY
SPDR S&P 500 ETF TR
+$340.5K
3,946
+25%
建仓
SPEM
SPDR INDEX SHS FDS
+$337.8K
8,580
增持
NVDA
NVIDIA CORPORATION
-$319.4K
74,733
+12%
增持
ABT
ABBOTT LABS
+$314.9K
12,743
+6%
增持
VBR
VANGUARD INDEX FDS
+$302.8K
2,764
+165%
建仓
BWX
SPDR SER TR
+$300.4K
13,743
建仓
ADSK
AUTODESK INC
+$297.4K
1,136
增持
VONV
VANGUARD SCOTTSDALE FDS
+$295.7K
180,739
+3%
建仓
IWB
ISHARES TR
+$288.9K
942
增持
VOO
VANGUARD INDEX FDS
+$283.6K
5,218
+18%
建仓
GNR
SPDR INDEX SHS FDS
+$276.0K
5,182
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$263.9K
544
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$263.3K
11,704
建仓
CME
CME GROUP INC
+$259.9K
979
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$250.6K
4,301
建仓
VRT
VERTIV HOLDINGS CO
+$248.0K
3,435
增持
LLY
ELI LILLY & CO
+$243.9K
1,484
+15%
增持
AMZN
AMAZON COM INC
-$243.0K
20,051
+9%
减持
MRK
MERCK & CO INC
-$239.4K
4,864
-28%
建仓
WM
WASTE MGMT INC DEL
+$238.7K
1,031
减持
COST
COSTCO WHSL CORP NEW
-$236.6K
2,811
-11%
增持
JNJ
JOHNSON & JOHNSON
+$233.2K
4,075
+36%
增持
ABBV
ABBVIE INC
+$229.0K
5,331
+4%
增持
MUB
ISHARES TR
+$220.7K
73,554
+3%
增持
GE
GE AEROSPACE
+$220.2K
6,554
+8%
清仓
TGT
TARGET CORP
-$216.2K
0
-100%
建仓
PEN
PENUMBRA INC
+$214.5K
802
清仓
XLY
SELECT SECTOR SPDR TR
-$214.3K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$214.0K
1,103
清仓
RJF
RAYMOND JAMES FINL INC
-$213.9K
0
-100%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$211.3K
3,432
清仓
CMI
CUMMINS INC
-$210.9K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$210.3K
0
-100%
建仓
MMM
3M CO
+$208.7K
1,421
建仓
CL
COLGATE PALMOLIVE CO
+$207.9K
2,219
增持
NFLX
NETFLIX INC
+$204.7K
467
+70%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$204.5K
411
清仓
FNDF
SCHWAB STRATEGIC TR
-$203.3K
0
-100%
清仓
FTV
FORTIVE CORP
-$203.3K
0
-100%
建仓
—
DEUTSCHE BANK A G
+$202.0K
8,476
建仓
—
CYBERARK SOFTWARE LTD
+$201.1K
595
建仓
HALO
HALOZYME THERAPEUTICS INC
+$201.1K
3,151
减持
SCHB
SCHWAB STRATEGIC TR
-$200.7K
64,254
-7%
增持
DHR
DANAHER CORPORATION
-$198.7K
5,979
+2%
减持
IVV
ISHARES TR
-$196.0K
4,566
-2%
减持
HD
HOME DEPOT INC
-$193.8K
4,236
-1%
增持
MA
MASTERCARD INCORPORATED
+$176.7K
1,669
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$171.8K
12,345
+22%
增持
PM
PHILIP MORRIS INTL INC
+$159.5K
3,637
+4%
增持
SCHE
SCHWAB STRATEGIC TR
+$157.5K
17,560
+42%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$154.6K
3,045
+12%
增持
VO
VANGUARD INDEX FDS
+$151.8K
1,525
+71%
增持
PG
PROCTER AND GAMBLE CO
+$150.3K
5,606
+12%
增持
GEV
GE VERNOVA INC
-$143.6K
1,972
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$140.8K
2,823
+47%
增持
T
AT&T INC
+$140.1K
14,721
+17%
减持
BSV
VANGUARD BD INDEX FDS
-$135.9K
5,263
-26%
增持
AMT
AMERICAN TOWER CORP NEW
+$135.7K
4,364
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$133.4K
4,697
+24%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$128.4K
3,538
+10%
增持
CEG
CONSTELLATION ENERGY CORP
-$124.3K
1,214
+4%
增持
KO
COCA COLA CO
+$123.8K
5,123
+31%
增持
RTX
RTX CORPORATION
+$121.8K
6,244
+7%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$121.5K
10,551
-1%
增持
—
STERIS PLC
+$120.0K
5,151
+3%
增持
VB
VANGUARD INDEX FDS
+$114.9K
1,459
+73%
增持
IEMG
ISHARES INC
+$114.6K
8,923
+26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$112.2K
6,919
+43%
增持
PANW
PALO ALTO NETWORKS INC
+$112.2K
1,924
+58%
增持
PEP
PEPSICO INC
+$109.7K
7,713
+8%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$107.3K
158,780
+2%
增持
ROP
ROPER TECHNOLOGIES INC
+$101.4K
1,092
+4%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$99.6K
1,573
-15%
增持
—
ASTRAZENECA PLC
+$98.9K
7,119
+12%
减持
CVX
CHEVRON CORP NEW
-$95.9K
6,050
-13%
减持
PTIR
GRANITESHARES ETF TR
+$95.7K
3,970
-1%
增持
ORCL
ORACLE CORP
-$95.0K
8,213
+5%
增持
—
LINDE PLC
+$95.0K
686
+32%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$94.7K
39,851
-0%
增持
PGR
PROGRESSIVE CORP
+$94.7K
1,778
+7%
增持
—
CHUBB LIMITED
+$89.7K
2,622
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$88.1K
47,487
-2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$84.1K
1,673
+12%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$83.1K
156,155
+7%
增持
CSCO
CISCO SYS INC
+$81.3K
14,556
+7%
增持
MDLZ
MONDELEZ INTL INC
+$81.1K
5,772
+8%
增持
SYK
STRYKER CORPORATION
+$79.8K
2,197
+14%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$79.2K
595,459
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$78.8K
6,873
+14%
减持
IWO
ISHARES TR
-$78.4K
1,869
-1%
增持
DE
DEERE & CO
+$75.9K
1,550
+4%
增持
MCD
MCDONALDS CORP
+$73.7K
1,202
+11%
增持
YUM
YUM BRANDS INC
+$72.2K
1,961
+5%
增持
SAP
SAP SE
+$70.8K
1,893
+13%
增持
—
TOTALENERGIES SE
+$68.9K
6,205
+10%
增持
AMAT
APPLIED MATLS INC
-$68.5K
1,873
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$67.0K
936
+9%
增持
DFAC
DIMENSIONAL ETF TRUST
-$66.9K
30,325
+0%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$65.6K
368,658
+3%
增持
—
ACCENTURE PLC IRELAND
-$64.9K
2,570
+4%
增持
ELV
ELEVANCE HEALTH INC
+$64.4K
697
+12%
增持
BSX
BOSTON SCIENTIFIC CORP
+$64.2K
7,129
+7%
增持
HEI/A
HEICO CORP NEW
+$63.1K
1,618
+9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$62.3K
1,319
+15%
增持
ADBE
ADOBE INC
-$62.2K
2,614
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$60.9K
10,903
+6%
增持
CMCSA
COMCAST CORP NEW
+$60.8K
10,755
+16%
增持
INTU
INTUIT
+$58.1K
2,686
+3%
增持
NVO
NOVO-NORDISK A S
-$54.3K
5,671
+5%
