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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 59
减持 52
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$11.1M
1,164,888
+27%
增持
BOND
PIMCO ETF TR
+$10.5M
537,942
+28%
增持
SCHF
SCHWAB STRATEGIC TR
+$7.6M
1,264,073
+28%
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。
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$7.0M
477,125
-22%
增持
IGF
ISHARES TR
+$4.5M
284,302
+20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.4M
599,263
+15%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.9M
524,892
+11%
增持
MSFT
MICROSOFT CORP
-$3.3M
29,230
+0%
增持
REET
ISHARES TR
+$3.0M
652,418
+21%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.0M
632,887
+34%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.3M
222,710
+10%
增持
TAFM
AB ACTIVE ETFS INC
+$2.2M
531,658
+20%
增持
—
EXXON MOBIL CORP
+$2.1M
42,998
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$2.1M
9,334
+222%
增持
IJH
ISHARES TR
+$2.0M
363,748
+6%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
235,430
+8%
减持
AAPL
APPLE INC
-$1.6M
72,016
-2%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
103,782
+10%
建仓
SGOV
ISHARES TR
+$1.3M
13,065
增持
SCZ
ISHARES TR
+$1.0M
229,229
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$982.0K
204,327
+10%
增持
PGR
PROGRESSIVE CORP
-$876.6K
31,786
+1%
建仓
—
ASTRAZENECA PLC
+$834.1K
4,229
减持
TSLA
TESLA INC
-$825.2K
10,575
-52%
清仓
—
ASTRAZENECA PLC
-$753.1K
0
-100%
减持
GOOGL
ALPHABET INC
-$713.3K
23,438
-2%
减持
AMZN
AMAZON COM INC
-$657.0K
27,189
-1%
减持
VUG
VANGUARD INDEX FDS
-$645.2K
11,110
-1%
增持
GOOG
ALPHABET INC
-$624.4K
29,682
+2%
减持
GEV
GE VERNOVA INC
+$605.5K
2,805
-0%
增持
INTU
INTUIT
-$601.3K
2,974
+4%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$596.2K
2,847
-43%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$584.4K
11,520
-10%
减持
V
VISA INC
-$582.4K
6,041
-12%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$574.2K
7,077
-7%
增持
CVX
CHEVRON CORPORATION
+$570.7K
9,431
+4%
清仓
APP
APPLOVIN CORP
-$544.7K
0
-100%
减持
GE
GE AEROSPACE
-$540.0K
10,108
-9%
减持
IJR
ISHARES TR
-$537.6K
152,551
-6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$522.7K
29,267
+10%
减持
QQQ
INVESCO QQQ TR
-$484.4K
5,511
-8%
增持
VV
VANGUARD INDEX FDS
+$439.9K
5,808
+41%
增持
BSV
VANGUARD BD INDEX FDS
+$413.6K
12,039
+79%
减持
BIL
SPDR SERIES TRUST
-$413.5K
31,722
-13%
建仓
UDOW
PROSHARES TR
+$401.6K
8,003
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$364.2K
6,467
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$362.2K
6,003
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$361.5K
9,029
-3%
增持
AVGO
BROADCOM INC
-$359.2K
13,412
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$356.0K
15,339
-31%
增持
MU
MICRON TECHNOLOGY INC
+$351.3K
2,465
+46%
清仓
EA
ELECTRONIC ARTS INC
-$350.9K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$345.4K
0
-100%
增持
WELL
WELLTOWER INC
+$344.5K
3,400
+93%
增持
JPM
JPMORGAN CHASE & CO
-$336.1K
14,738
+2%
建仓
TQQQ
PROSHARES TR
+$333.5K
8,002
增持
META
META PLATFORMS INC
-$330.0K
4,400
+2%
清仓
—
SPOTIFY TECHNOLOGY S A
-$329.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$326.0K
10,865
-3%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$324.9K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$318.8K
3,347
+4%
减持
LECO
LINCOLN ELEC HLDGS INC
-$315.8K
7,649
-17%
清仓
FDX
FEDEX CORP
-$313.9K
0
-100%
减持
MPC
MARATHON PETE CORP
+$300.9K
3,708
-0%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$299.7K
96,664
-18%
增持
IEMG
ISHARES INC
+$297.2K
17,371
+28%
增持
ORCL
ORACLE CORP
-$279.9K
7,566
+6%
建仓
LQD
ISHARES TR
+$279.4K
2,563
建仓
TXN
TEXAS INSTRS INC
+$275.2K
1,418
增持
LLY
ELI LILLY & CO
-$271.5K
1,886
+1%
减持
QCOM
QUALCOMM INC
-$271.1K
3,599
-16%
减持
HD
HOME DEPOT INC
-$266.9K
4,483
-11%
清仓
COF
CAPITAL ONE FINL CORP
-$266.3K
0
-100%
清仓
BX
BLACKSTONE INC
-$263.6K
0
-100%
减持
SUB
ISHARES TR
-$263.1K
10,730
-19%
建仓
GII
SPDR INDEX SHS FDS
+$259.9K
3,419
建仓
ADI
ANALOG DEVICES INC
+$259.0K
814
建仓
PWR
QUANTA SVCS INC
+$254.5K
464
增持
NVDA
NVIDIA CORPORATION
+$252.8K
95,966
+29%
减持
SCHA
SCHWAB STRATEGIC TR
-$251.4K
74,214
-12%
建仓
SNDK
SANDISK CORP
+$251.0K
395
建仓
GLW
CORNING INC
+$247.9K
1,823
建仓
DUK
DUKE ENERGY CORP NEW
+$242.6K
1,853
建仓
CME
CME GROUP INC
+$242.3K
820
减持
COST
COSTCO WHOLESALE CORPORATION
+$239.7K
1,832
-0%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$238.3K
1,762
建仓
MCK
MCKESSON CORP
+$237.5K
274
建仓
MYCJ
SSGA ACTIVE TR
+$236.3K
9,526
增持
SCHW
SCHWAB CHARLES CORP
+$235.2K
5,360
+99%
清仓
TDG
TRANSDIGM GROUP INC
-$235.0K
0
-100%
建仓
SO
SOUTHERN CO
+$233.9K
2,423
清仓
BKNG
BOOKING HOLDINGS INC
-$232.3K
0
-100%
减持
ABBV
ABBVIE INC
-$230.5K
5,030
-13%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$229.5K
7,995
建仓
—
NVENT ELEC PLC
+$228.0K
1,928
减持
BAC
BANK AMERICA CORP
-$227.6K
33,876
-1%
减持
ABT
ABBOTT LABORATORIES
-$224.7K
8,771
-2%
增持
KLAC
KLA CORP
+$223.1K
710
+5%
减持
CRM
SALESFORCE INC
-$221.8K
2,824
-0%
增持
CAT
CATERPILLAR INC
+$218.8K
1,609
+0%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$218.8K
163,433
-0%
增持
—
ASML HLDG NV
+$218.5K
793
+2%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$218.1K
502
清仓
—
CYBERARK SOFTWARE LTD
-$216.8K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$216.6K
0
-100%
建仓
EME
EMCOR GROUP INC
+$216.3K
293
建仓
MO
ALTRIA GROUP INC
+$214.3K
3,248
建仓
EQIX
EQUINIX INC
+$211.3K
216
建仓
AEP
AMERICAN ELEC PWR CO INC
+$209.2K
1,596
增持
T
AT&T INC
+$209.2K
28,134
+15%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$207.3K
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$200.5K
1,088
增持
WMT
WALMART INC
+$199.5K
12,361
+3%
增持
AMGN
AMGEN INC
+$189.8K
2,229
+23%
减持
UNH
UNITEDHEALTH GROUP INC
-$189.3K
2,340
-6%
减持
AXP
AMERICAN EXPRESS CO
-$183.2K
2,000
-6%
减持
—
STERIS PLC
-$183.0K
5,549
-0%
增持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$182.8K
23,322
+5%
减持
LRCX
LAM RESEARCH CORP
+$182.5K
4,597
-2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$176.3K
43,789
-5%
减持
DHR
DANAHER CORP DEL
-$173.9K
2,686
-10%
减持
XLK
SELECT SECTOR SPDR TR
-$171.0K
3,584
-20%
减持
MA
MASTERCARD INCORPORATED
-$170.7K
2,145
-1%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$170.3K
12,025
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$158.3K
14,310
+4%
减持
—
TOTALENERGIES SE
+$152.7K
6,057
-1%
减持
SAP
SAP SE
-$150.9K
1,647
-8%
增持
SCHE
SCHWAB STRATEGIC TR
+$150.3K
42,431
+11%
减持
—
ACCENTURE PLC IRELAND
-$149.9K
1,294
-15%
减持
CEG
CONSTELLATION ENERGY CORP
-$149.8K
1,780
-3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$149.3K
5,276
+22%
增持
IWF
ISHARES TR
+$147.5K
1,863
+36%
减持
AES
AES CORP
-$139.9K
11,730
-45%
增持
VRT
VERTIV HOLDINGS CO
+$139.6K
1,459
+5%
减持
SPGI
S&P GLOBAL INC
-$136.8K
688
-16%
增持
IEFA
ISHARES TR
+$136.3K
14,462
+10%
增持
MINT
PIMCO ETF TR
+$134.9K
37,501
+3%
减持
VGT
VANGUARD WORLD FD
-$130.4K
1,333
-5%
增持
KO
COCA COLA CO
+$129.2K
11,189
+8%
增持
OXY
OCCIDENTAL PETE CORP
+$129.0K
5,230
+2%
增持
—
LINDE PLC
+$127.7K
838
+24%
减持
MRK
MERCK & CO INC
+$125.7K
10,189
-2%
减持
ADBE
ADOBE INC
-$117.7K
865
-8%
增持
DE
DEERE & CO
+$115.6K
1,155
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
-$114.9K
3,677
+1%
增持
COP
CONOCOPHILLIPS
+$113.6K
2,668
+5%
减持
ADSK
AUTODESK INC
-$113.1K
1,099
-14%
增持
VOO
VANGUARD INDEX FDS
-$112.7K
4,266
+1%
减持
—
DEUTSCHE BK AG
-$110.1K
9,564
-7%
增持
NEE
NEXTERA ENERGY INC
+$109.4K
6,499
+6%
