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MPWM ADVISORY SOLUTIONS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MPWM ADVISORY SOLUTIONS, LLC
报告期 2026-03-31 · CIK 0002056693
持仓数
577
前50大市值合计
$156.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 56
减持 62
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR PORTFOLIO
+$1.9M
199,721
+22%
增持
SFLR
INNOVATOR EQUITY
+$1.8M
145,614
+69%
增持
CIBR
FIRST TRUST
+$1.7M
26,223
+131015%
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。
清仓
MOAT
VANECK MORNINGSTAR
-$1.6M
0
-100%
增持
SPY
SPDR S&P
-$1.3M
53,560
+0%
增持
IJH
ISHARES CORE
+$1.2M
25,620
+423%
增持
SPTL
SPDR PORTFOLIO
+$1.0M
263,274
+12%
减持
IWM
ISHARES RUSSELL
-$952.2K
13,902
-18%
增持
INDA
ISHARES MSCI
+$857.6K
77,883
+30%
增持
QQQ
INVESCO QQQ
+$775.6K
12,321
+26%
减持
TBIL
U S TREASURY
-$752.9K
10,692
-59%
减持
QQQM
INVESCO NASDAQ
-$613.1K
25,147
-3%
减持
NVDA
NVIDIA CORP
-$492.0K
13,813
-7%
减持
CLOI
VANECK CLO
-$437.6K
49,816
-14%
减持
AAPL
APPLE INC
-$377.5K
10,600
-3%
减持
TFLO
ISHARES TREASURY
-$368.2K
39,766
-16%
增持
SDVY
FIRST TRUST
+$335.1K
63,944
+27%
减持
BUFR
FIRST TRUST
-$293.9K
2,666
-78%
减持
EL
ESTEE LAUDER
-$275.2K
949
-79%
减持
MGK
VANGUARD MEGA
-$258.8K
1,606
-27%
增持
XLF
FINANCIAL SELECT
+$253.5K
5,331
+2032%
减持
IWF
ISHARES RUSSELL
-$252.6K
31
-95%
增持
RSP
INVESCO S&P
+$235.3K
2,086
+190%
增持
AMLP
ALERIAN MLP
+$234.4K
11,872
+50%
减持
—
ON HOLDING
-$224.9K
3,031
-54%
增持
CDL
VICTORYSHARES US
+$220.5K
47,968
+2%
增持
BUFQ
FIRST TRUST
+$219.1K
87,421
+15%
减持
PYLD
PIMCO ENHANCED
-$198.6K
2,001
-79%
减持
DFUS
DIMENSIONAL US
-$188.6K
56,133
-0%
减持
RDVY
FIRST TRUST
-$177.9K
1,839
-62%
清仓
FICS
FIRST TRUST
-$175.7K
0
-100%
增持
XLI
INDUSTRIAL SELECT
+$149.4K
31,295
+4%
减持
AMZN
AMAZON COM
-$149.1K
4,740
-1%
建仓
WU
WESTERN UNION
+$145.8K
13,782
减持
GOOGL
ALPHABET INC
-$136.9K
2,099
-14%
减持
MSFT
MICROSOFT CORP
-$125.0K
1,973
-4%
减持
—
CARNIVAL CORP
-$122.9K
3,725
-53%
清仓
IQLT
ISHARES MSCI
-$111.4K
0
-100%
建仓
EWW
ISHARES MSCI
+$103.5K
2,031
减持
DIA
SPDR DOW
-$102.6K
7
-97%
增持
MUA
BLACKROCK MUNIASSETS
+$98.1K
101,702
+12%
增持
GM
GENERAL MOTORS
+$93.3K
5,062
+86%
增持
QGRO
AMERICAN CENTURY
+$92.1K
5,182
+31%
清仓
IBP
INSTALLED BUILDING
-$90.4K
0
-100%
清仓
VRIG
INVESCO VARIABLE
-$86.9K
0
-100%
增持
WRB
BERKLEY W R
+$82.7K
1,678
+167%
增持
DFIV
DIMENSIONAL INTL
+$76.9K
19,675
+0%
减持
ANET
ARISTA NETWORKS
-$75.9K
1,794
-8%
增持
OKTA
OKTA INC
+$73.1K
710
+3281%
增持
BRK/B
BERKSHIRE HATHAWAY
+$72.1K
681
+6%
增持
LLY
ELI LILLY
+$65.3K
307
+26%
清仓
MGV
VANGUARD MEGA
-$63.8K
0
-100%
增持
UCON
FIRST TRUST
+$62.4K
67,214
+3%
增持
EMB
ISHARES JPMORGAN
+$61.8K
3,728
+20%
增持
GOOG
ALPHABET INC
-$55.1K
4,038
+12%
建仓
CGGR
CAPITAL GROUP
+$54.7K
1,597
增持
MGC
VANGUARD MEGA
-$53.6K
4,762
+0%
减持
SGOV
ISHARES 0-3
-$53.2K
5,100
-10%
增持
DAL
DELTA AIRLINES
-$53.0K
3,497
+3%
减持
VOO
VANGUARD S&P
-$51.8K
1,149
-4%
减持
XLE
ENERGY SELECT
-$51.4K
4
-99%
建仓
ZBRA
ZEBRA TECHNOLOGIES
+$49.7K
176
增持
MTUM
ISHARES MSCI
+$48.2K
310
+343%
减持
OIH
VANECK OIL
-$47.5K
89
-66%
减持
JNJ
JOHNSON & JOHNSON
+$44.3K
3,185
-5%
减持
XMHQ
INVESCO S&P
-$43.2K
1,035
-26%
减持
META
META PLATFORMS
-$42.8K
1,170
-4%
减持
CVX
CHEVRON CORP
-$38.4K
1,053
-29%
建仓
—
ASTRAZENECA PLC
+$36.8K
500
减持
GLD
SPDR GOLD
+$35.5K
1,150
-6%
增持
DFAS
DIMENSIONAL US
-$35.1K
6,638
+0%
清仓
DIVO
AMPLIFY CWP
-$33.8K
0
-100%
增持
VKTX
VIKING THERAPEUTICS
-$32.1K
5,699
+35%
减持
SOFI
SOFI TECHNOLOGIES
-$31.6K
80
-96%
减持
V
VISA INC
+$30.9K
2,302
-6%
增持
CGSD
CAPITAL GROUP
+$29.7K
12,645
+9%
清仓
—
STELLANTIS NV
-$29.4K
0
-100%
减持
IBM
INTL BUSINESS
+$29.1K
1,155
-2%
减持
XLP
SECTOR CONSUMER
-$29.1K
696
-36%
减持
SPYV
SPDR PORTFOLIO
-$28.9K
39,156
-1%
建仓
—
PUT 7 VANGUARD MEGA CAP
+$28.2K
8
增持
WM
WASTE MANAGEMENT
+$28.2K
134
+857%
增持
TSLA
TESLA INC
+$28.1K
487
+100%
清仓
HSY
HERSHEY COMPANY
-$27.9K
0
-100%
建仓
FNCL
FIDELITY MSCI
+$27.8K
400
增持
SPHB
INVESCO S&P
+$27.2K
1,388
+51%
减持
NSSC
NAPCO SECURITY
-$26.2K
1,187
-21%
建仓
SPLV
INVESCO S&P
+$26.2K
350
增持
DFAC
DIMENSIONAL US
-$25.8K
16,164
+0%
减持
DECK
DECKERS OUTDOOR
-$24.9K
6
-95%
增持
AGYS
AGILYSYS INC
-$24.9K
534
+11%
减持
SMH
VANECK SEMICONDUCTOR
-$24.5K
10
-91%
减持
—
SPOTIFY TECHNOLOGY
-$24.4K
2
-96%
减持
PLTR
PALANTIR TECHNOLOGIES
-$24.3K
250
-58%
增持
—
NORWEGIAN CRUISE
-$24.2K
3,950
+3%
增持
EFG
ISHARES MSCI
+$24.0K
406
+137%
减持
S
SENTINELONE INC
-$22.5K
3,950
-7%
减持
DLTR
DOLLAR TREE
-$22.5K
5
-98%
减持
CDNS
CADENCE DESIGN
-$22.3K
341
-6%
增持
PEP
PEPSICO INC
+$20.8K
577
+34%
清仓
NU
NU HOLDINGS
-$20.7K
0
-100%
减持
DGRW
WISDOMTREE US
-$20.6K
142
-64%
清仓
—
LITHIUM AMERS
-$19.7K
0
-100%
增持
RTX
RTX CORP
+$19.6K
474
+27%
减持
CFA
VICTORYSHARES US
-$19.4K
5,039
-4%
增持
VTI
VANGUARD TOTAL
-$19.3K
1,425
+0%
建仓
PKST
PEAKSTONE REALTY
+$19.2K
1,520
减持
AVGO
BROADCOM INC
-$18.6K
110
-31%
建仓
—
AVADEL PHARMACEUTICALS
+$18.0K
2,300
建仓
—
PUT 7 NVIDIA CORP
+$17.4K
7
减持
AIQ
GLOBAL X
-$17.2K
174
-71%
清仓
NICE
NICE LTD
-$17.0K
0
-100%
增持
DFAX
DIMENSIONAL WORLD
+$16.1K
12,019
+0%
减持
VZ
VERIZON COMMUNICATIONS
-$15.9K
1,826
-26%
增持
IMVP
INVESCO INDIA
+$15.8K
7,999
+12%
增持
FEZ
SPDR EURO
+$15.5K
2,471
+0%
清仓
ENFR
ALPHS ALERIAN
-$15.3K
0
-100%
增持
PAAA
PGIM AAA
+$15.0K
5,632
+5%
清仓
MGM
MGM RESORTS
-$14.7K
0
-100%
增持
CWH
CAMPING WORLD
-$14.5K
2,999
+0%
减持
KRE
SPDR S&P
-$14.4K
1,534
-9%
增持
PFE
PFIZER INC
+$14.0K
6,646
+14%
增持
VEA
VANGUARD FTSE
+$13.6K
4,508
+0%
建仓
CGBL
CAPITAL GROUP
+$13.5K
436
减持
FDN
FIRST TRUST
-$13.4K
346
-7%
减持
GDX
VANECK GOLD
+$13.2K
1,186
-3%
增持
XLK
TECHNOLOGY SELECT
+$13.1K
1,595
+17%
减持
MS
MORGAN STANLEY
-$13.0K
51
-66%
减持
PRU
PRUDENTIAL FINANCIAL
-$12.5K
95
-51%
增持
CCJ
CAMECO CORP
+$12.2K
314
+2143%
清仓
XHB
SPDR SERIES
-$10.5K
0
-100%
减持
—
ACCENTURE PLC
-$9.7K
66
-23%
减持
FNY
FIRST TRUST
-$9.5K
721
-9%
增持
BIV
VANGUARD INTERMEDIATE
+$9.5K
3,997
+1%
减持
SLV
ISHARES SILVER
+$9.2K
2,200
-2%
增持
IBIT
ISHARES BITCOIN
+$9.2K
518
+82%
减持
IJR
ISHARES CORE
-$9.2K
440
-8%
清仓
HYG
ISHARES IBOXX
-$9.0K
0
-100%
减持
FTC
FIRST TRUST
-$8.6K
392
-10%
减持
HPQ
HP INC
-$8.5K
20
-93%
增持
CRWD
CROWDSTRIKE HOLDINGS
+$8.5K
58
+66%
清仓
BIDU
BAIDU INC
-$8.4K
0
-100%
增持
TLT
ISHARES 20 PLUS
+$8.4K
1,952
+1%
建仓
TXRH
TEXAS ROADHOUSE
+$8.3K
50
减持
—
MEDTRONIC PLC
-$7.7K
336
-29%
建仓
TCBI
TEXAS CAPITAL
+$7.5K
100
增持
PULS
PGIM ULTRA
+$7.2K
7,630
+2%
减持
PYPL
PAYPAL HOLDINGS
-$7.1K
279
-6%
减持
PFF
ISHARES PFD
-$6.4K
1,862
-8%
清仓
HUM
HUMANA INC
-$6.3K
0
-100%
