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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 46
增持 77
减持 14
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.4M
469,270
+22%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$4.5M
754,092
+13%
增持
AAPL
APPLE INC
+$3.9M
74,351
+4%
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
SCZ
ISHARES TR
+$3.7M
209,009
+22%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.6M
893,254
+14%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
91,021
+6%
增持
IJR
ISHARES TR
+$3.3M
158,337
+14%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
87,336
+9%
增持
IJH
ISHARES TR
+$3.2M
329,711
+13%
增持
BOND
PIMCO ETF TR
+$3.1M
378,113
+7%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.0M
451,701
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.7M
189,795
+4%
增持
GOOG
ALPHABET INC
+$2.3M
30,260
+7%
增持
IGF
ISHARES TR
+$2.1M
202,857
+16%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.0M
424,951
+8%
增持
GOOGL
ALPHABET INC
+$2.0M
26,504
+6%
建仓
—
RTX CORPORATION
+$1.9M
11,637
增持
TSLA
TESLA INC
+$1.9M
10,186
+12%
增持
TAFM
AB ACTIVE ETFS INC
+$1.8M
357,492
+22%
增持
MSFT
MICROSOFT CORP
+$1.7M
31,417
+7%
增持
REET
ISHARES TR
+$1.6M
480,653
+12%
清仓
RTX
RTX CORPORATION
-$1.6M
0
-100%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.3M
216,319
+3%
增持
AVGO
BROADCOM INC
+$1.2M
11,990
+18%
增持
ORCL
ORACLE CORP
+$848.8K
12,306
+9%
减持
GWW
GRAINGER W W INC
-$825.3K
616
-55%
增持
GE
GE AEROSPACE
+$763.2K
9,837
+11%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$664.9K
11,409
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$664.2K
16,418
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$649.8K
7,183
+21%
增持
AMZN
AMAZON COM INC
+$626.8K
29,922
+13%
清仓
ROP
ROPER TECHNOLOGIES INC
-$622.6K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$595.9K
8,189
增持
VTEB
VANGUARD MUN BD FDS
+$590.9K
21,451
+118%
增持
UNH
UNITEDHEALTH GROUP INC
+$582.8K
2,605
+150%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$566.1K
9,620
增持
JNJ
JOHNSON & JOHNSON
+$544.6K
10,016
+18%
减持
MUB
ISHARES TR
-$543.6K
21,212
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$535.0K
6,668
+6%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$515.6K
599,426
+1%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$508.8K
7,672
增持
EA
ELECTRONIC ARTS INC
+$480.0K
4,551
+60%
增持
META
META PLATFORMS INC
+$477.7K
5,254
+12%
建仓
UNP
UNION PAC CORP
+$444.6K
1,881
增持
HD
HOME DEPOT INC
+$432.4K
5,726
+12%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$429.7K
165,881
+5%
增持
URI
UNITED RENTALS INC
+$401.0K
663
+124%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$394.6K
161,792
+1%
清仓
—
TOTALENERGIES SE
-$364.6K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$363.5K
6,073
增持
IVV
ISHARES TR
+$362.4K
5,286
+4%
减持
VUG
VANGUARD INDEX FDS
+$359.2K
11,779
-2%
增持
IXG
ISHARES TR
+$339.7K
6,790
+67%
增持
GEV
GE VERNOVA INC
+$339.0K
2,821
+7%
清仓
CME
CME GROUP INC
-$335.9K
0
-100%
增持
ABBV
ABBVIE INC
+$335.3K
5,863
+8%
建仓
—
QUANTA SVCS INC
+$317.7K
767
建仓
—
TOTALENERGIES SE
+$316.3K
5,299
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$313.5K
3,594
建仓
ANET
ARISTA NETWORKS INC
+$309.7K
2,125
清仓
PTIR
GRANITESHARES ETF TR
-$302.4K
0
-100%
建仓
MS
MORGAN STANLEY
+$286.4K
1,802
增持
BAC
BANK AMERICA CORP
+$279.5K
33,404
+13%
建仓
BX
BLACKSTONE INC
+$279.3K
1,635
增持
TQQQ
PROSHARES TR
+$278.0K
7,502
+25%
增持
QQQ
INVESCO QQQ TR
+$276.6K
5,640
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$271.9K
9,888
+1%
减持
ITA
ISHARES TR
+$270.9K
14,632
-1%
建仓
APH
AMPHENOL CORP NEW
+$267.2K
2,159
增持
LRCX
LAM RESEARCH CORP
+$264.0K
4,691
+26%
建仓
COP
CONOCOPHILLIPS
+$260.9K
2,758
建仓
BBAX
J P MORGAN EXCHANGE TRADED F
+$258.5K
4,588
增持
CAT
CATERPILLAR INC
+$257.9K
1,500
+28%
建仓
PSTG
PURE STORAGE INC
+$256.7K
3,063
建仓
HOOD
ROBINHOOD MKTS INC
+$255.6K
1,785
增持
VV
VANGUARD INDEX FDS
+$252.7K
4,098
+16%
减持
ADBE
ADOBE INC
-$252.3K
2,110
-20%
建仓
MU
MICRON TECHNOLOGY INC
+$249.0K
1,488
建仓
APP
APPLOVIN CORP
+$248.1K
345
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$247.3K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$246.4K
2,581
建仓
TMUS
T-MOBILE US INC
+$245.5K
1,025
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$244.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$243.8K
6,016
-0%
清仓
TGT
TARGET CORP
-$242.2K
0
-100%
增持
INTU
INTUIT
-$241.5K
2,827
+2%
建仓
ITW
ILLINOIS TOOL WKS INC
+$237.9K
912
增持
BNDX
VANGUARD CHARLOTTE FDS
+$236.2K
21,078
+29%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$235.1K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$234.8K
2,136
增持
CVX
CHEVRON CORP NEW
+$234.3K
11,332
+9%
减持
CI
THE CIGNA GROUP
-$233.6K
2,496
-18%
清仓
CASY
CASEYS GEN STORES INC
-$233.1K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$230.1K
1,082
建仓
ONC
BEONE MEDICINES LTD
+$228.6K
671
减持
—
ACCENTURE PLC IRELAND
-$226.2K
2,285
-13%
建仓
EOG
EOG RES INC
+$224.0K
1,998
建仓
BKNG
BOOKING HOLDINGS INC
+$223.3K
41
建仓
BNY
BANK NEW YORK MELLON CORP
+$222.7K
2,044
建仓
—
TARGET CORP
+$221.5K
2,469
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$219.4K
1,507
建仓
MSI
MOTOROLA SOLUTIONS INC
+$218.8K
478
建仓
SO
SOUTHERN CO
+$217.9K
2,299
建仓
FIX
COMFORT SYS USA INC
+$217.3K
263
建仓
GD
GENERAL DYNAMICS CORP
+$216.7K
635
清仓
USB
US BANCORP DEL
-$213.6K
0
-100%
建仓
INTC
INTEL CORP
+$211.4K
6,302
建仓
PEN
PENUMBRA INC
+$211.3K
834
建仓
MO
ALTRIA GROUP INC
+$211.0K
3,193
增持
NEE
NEXTERA ENERGY INC
+$210.2K
6,069
+83%
建仓
SHOP
SHOPIFY INC
+$209.5K
1,410
建仓
TXN
TEXAS INSTRS INC
+$208.8K
1,136
建仓
CTAS
CINTAS CORP
+$208.1K
1,014
增持
—
ASML HOLDING N V
+$208.0K
682
+18%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$207.5K
611
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$205.3K
0
-100%
建仓
DHI
D R HORTON INC
+$203.3K
1,200
建仓
CCJ
CAMECO CORP
+$202.9K
2,420
建仓
ARKK
ARK ETF TR
+$202.6K
2,348
建仓
EXC
EXELON CORP
+$201.8K
4,484
建仓
TPR
TAPESTRY INC
+$201.5K
1,780
清仓
FDX
FEDEX CORP
-$200.3K
0
-100%
增持
PEP
PEPSICO INC
+$189.1K
9,895
+11%
增持
MA
MASTERCARD INCORPORATED
+$183.1K
2,016
+18%
增持
—
EXXON MOBIL CORP
+$182.6K
44,414
+2%
增持
BIL
SPDR SERIES TRUST
+$178.3K
47,967
+4%
增持
IEMG
ISHARES INC
+$175.2K
12,817
+14%
减持
GLD
SPDR GOLD TR
+$170.4K
3,600
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$167.2K
5,792
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$165.9K
1,059
+12%
增持
WMT
WALMART INC
+$165.0K
12,048
+11%
减持
SCHA
SCHWAB STRATEGIC TR
+$163.3K
98,256
-2%
增持
PGR
PROGRESSIVE CORP
-$159.6K
30,643
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$157.7K
49,320
-0%
增持
T
AT&T INC
+$149.7K
27,904
+24%
增持
NUE
NUCOR CORP
+$147.1K
3,253
+52%
增持
TJX
TJX COS INC NEW
+$145.3K
3,609
+20%
增持
CARR
CARRIER GLOBAL CORPORATION
-$145.1K
10,429
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$144.8K
731
+46%
增持
—
EATON CORP PLC
+$142.7K
1,224
+39%
增持
NFLX
NETFLIX INC
+$140.2K
1,085
+21%
增持
PM
PHILIP MORRIS INTL INC
+$139.0K
5,665
+32%
增持
VZ
VERIZON COMMUNICATIONS INC
+$136.0K
17,045
+19%
减持
HON
HONEYWELL INTL INC
-$133.0K
4,185
-1%
增持
CRM
SALESFORCE INC
+$132.9K
2,133
+54%
减持
FBOT
FIDELITY COVINGTON TRUST
+$130.3K
48,245
-0%
增持
WFC
WELLS FARGO CO NEW
+$128.0K
4,622
+47%
增持
IEFA
ISHARES TR
+$127.9K
13,449
+6%
增持
MRK
MERCK & CO INC
+$126.5K
10,055
+13%
增持
IWB
ISHARES TR
+$125.1K
3,435
+4%
