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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 60
减持 52
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P
+$4.1M
55,151
+3%
增持
QQQ
INVESCO QQQ
+$1.5M
13,146
+7%
建仓
MINT
PIMCO EHNANCED
+$1.4M
14,120
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
SPTM
SPDR PORTFOLIO
+$1.1M
195,523
-2%
增持
SGOV
ISHARES 0 to 3
+$1.0M
15,116
+196%
增持
QQQM
INVESCO NASDAQ
+$949.9K
25,556
+2%
增持
TFLO
ISHARES TREASURY
+$939.1K
58,314
+47%
增持
VTI
VANGUARD TOTAL
+$725.3K
3,675
+158%
增持
FTC
FIRST TRUST
+$718.9K
5,103
+1202%
增持
FTA
FIRST TRUST
+$702.7K
9,633
+1249%
减持
SPTL
SPDR PORTFOLIO
-$630.9K
246,274
-6%
减持
NVDA
NVIDIA CORP
+$542.6K
12,910
-7%
增持
SFLR
INNOVATOR EQUITY
+$519.6K
151,636
+4%
建仓
FDT
FIRST TRUST
+$487.9K
7,095
增持
DFUS
DIMENSIONAL US
+$468.3K
57,644
+3%
减持
UCON
FIRST TRUST
-$460.3K
48,343
-28%
增持
WST
WEST PHARMACEUTICAL
+$453.8K
2,076
+103700%
增持
CIBR
FIRST TRUST
+$448.4K
27,791
+6%
减持
AAPL
APPLE INC
-$413.2K
9,462
-11%
建仓
FVD
FIRST TRUST
+$385.6K
8,627
增持
IWM
ISHARES RUSSELL
+$345.3K
14,452
+4%
建仓
FEP
FIRST TRUST
+$298.3K
6,240
增持
FTCS
FIRST TRUST
+$294.1K
4,041
+395%
增持
FEZ
SPDR EURO
+$293.6K
7,166
+190%
增持
PFXF
VANECK PFD
+$293.5K
45,769
+57%
建仓
LMBS
FIRST TRUST
+$283.8K
5,761
减持
BUFQ
FIRST TRUST
+$277.9K
86,997
-0%
增持
CGGR
CAPITAL GROUP
+$266.7K
7,906
+395%
减持
RSP
INVESCO S&P
-$265.2K
529
-75%
增持
AMZN
AMAZON COM
+$243.6K
5,221
+10%
增持
RDVY
FIRST TRUST
+$231.1K
5,400
+194%
增持
AMLP
ALERIAN MLP
+$226.8K
17,261
+45%
增持
SQ
BLOCK INC
+$212.7K
3,608
+504%
增持
QGRO
AMERICAN CENTURY
+$212.0K
6,392
+23%
增持
PAAA
PGIM AAA
+$211.3K
9,723
+73%
减持
XLI
INDUSTRIAL SELECT
+$204.1K
29,189
-7%
建仓
TDIV
FIRST TRUST
+$191.2K
2,120
减持
META
META PLATFORMS
+$188.6K
1,169
-0%
增持
MGC
VANGUARD MEGA
+$181.4K
5,070
+6%
减持
XLF
FINANCIAL SELECT
-$178.7K
1,658
-69%
建仓
FNX
FIRST TRUST
+$178.6K
1,555
减持
TBIL
U S TREASURY
-$176.5K
7,166
-33%
增持
AGG
ISHARES CORE
+$175.5K
3,285
+116%
增持
SDVY
FIRST TRUST
+$169.2K
65,515
+2%
减持
CGSD
CAPITAL GROUP
-$154.1K
6,642
-47%
建仓
VYMI
VANGUARD INTL
+$145.8K
1,820
增持
CLOI
VANECK CLO
+$143.3K
52,419
+5%
建仓
FEM
FIRST TRUST
+$140.4K
5,716
增持
FDN
FIRST TRUST
+$138.1K
798
+131%
减持
DAL
DELTA AIRLINES
-$130.2K
453
-87%
增持
VO
VANGUARD MID
+$127.6K
3,419
+7%
增持
DFIC
DIMENSIONAL INTL
+$126.6K
8,035
+81%
增持
VZ
VERIZON COMMUNICATIONS
+$119.6K
4,678
+156%
建仓
ICSH
ISHARES ULTRA
+$111.4K
2,197
增持
EMB
ISHARES JPMORGAN
+$110.0K
4,835
+30%
减持
PULS
PGIM ULTRA
-$108.0K
5,455
-29%
清仓
EWW
ISHARES MSCI
-$103.5K
0
-100%
建仓
BIL
SPDR BLOOMBERG
+$100.2K
1,092
减持
BRK/B
BERKSHIRE HATHAWAY
-$97.0K
547
-20%
减持
GLD
SPDR GOLD
-$91.8K
786
-32%
减持
WMT
WALMART INC
-$88.8K
900
-55%
增持
DFSD
DIMENSIONAL SHORT
+$88.3K
1,973
+1361%
减持
KRE
SPDR S&P
-$86.1K
19
-99%
减持
LLY
ELI LILLY
-$77.3K
226
-26%
建仓
SCHO
SCHWAB SHORT
+$76.9K
3,156
减持
INDA
ISHARES MSCI
+$75.8K
73,370
-6%
减持
SCHD
SCHWAB US
-$74.5K
426
-86%
增持
DFIV
DIMENSIONAL INTL
+$71.7K
19,756
+0%
增持
UAL
UNITED AIRLINES
+$67.4K
3,112
+19%
增持
VOO
VANGUARD S&P
+$66.2K
1,156
+1%
增持
TSLA
TESLA INC
+$65.7K
604
+24%
增持
VKTX
VIKING THERAPEUTICS
+$63.3K
7,584
+33%
增持
ITOT
ISHARES CORE
+$62.9K
510
+941%
减持
MSFT
MICROSOFT CORP
+$62.6K
1,615
-18%
减持
GOOG
ALPHABET INC
+$62.6K
3,909
-3%
增持
FNCL
FIDELITY MSCI
+$61.9K
1,212
+203%
减持
JNJ
JOHNSON & JOHNSON
-$59.3K
3,070
-4%
减持
HD
HOME DEPOT
-$57.4K
75
-68%
增持
IBM
INTL BUSINESS
+$53.5K
1,156
+0%
减持
WRB
BERKLEY W R
-$53.3K
900
-46%
增持
VWO
VANGUARD FSTE
+$53.2K
1,877
+115%
减持
PFF
ISHARES PFD
-$52.6K
151
-92%
清仓
OEF
ISHARES S&P
-$52.3K
0
-100%
建仓
FEX
FIRST TRUST
+$52.2K
475
增持
VB
VANGUARD SMALL
+$51.0K
2,502
+2%
清仓
OBIL
U S TREASURY
-$50.2K
0
-100%
建仓
FXL
FIRST TRUST
+$49.4K
314
减持
PG
PROCTER & GAMBLE
-$45.8K
327
-43%
减持
JPM
JPMORGAN CHASE
-$45.6K
111
-65%
减持
XLK
TECHNOLOGY SELECT
+$45.4K
1,480
-7%
减持
DFAC
DIMENSIONAL US
+$45.0K
16,135
-0%
增持
DGRO
ISHARES CORE
+$44.7K
1,217
+127%
清仓
—
VICTORYSHARES US
-$43.4K
0
-100%
建仓
BBDC
BARINGS BDC
+$38.8K
4,240
增持
DFAX
DIMENSIONAL WORLD
+$38.2K
12,023
+0%
清仓
—
ASTRAZENECA PLC
-$36.8K
0
-100%
减持
VHT
VANGUARD HEALTH
-$36.5K
113
-54%
增持
MTUM
ISHARES MSCI
+$35.9K
410
+32%
增持
IWF
ISHARES RUSSELL
+$35.5K
110
+255%
建仓
FXR
FIRST TRUST
+$33.1K
446
增持
NFLX
NETFLIX INC
+$32.0K
42
+62%
清仓
SCHG
SCHWAB US
-$32.0K
0
-100%
清仓
SCHV
SCHWAB US
-$31.9K
0
-100%
减持
IJH
ISHARES CORE
+$31.3K
24,609
-4%
增持
VUG
VANGUARD GROWTH
+$30.6K
151
+57%
清仓
PH
PARKER-HANNIFIN CORP
-$30.4K
0
-100%
增持
LMT
LOCKHEED MARTIN
+$30.0K
111
+131%
减持
ANET
ARISTA NETWORKS
+$28.8K
1,640
-9%
减持
KO
COCA COLA COMPANY
-$28.6K
0
-100%
清仓
—
PUT 7 VANGUARD MEGA CAP
-$28.2K
0
-100%
减持
MCD
MCDONALDS CORP
-$28.2K
54
-62%
减持
ORCL
ORACLE CORP
-$27.4K
65
-78%
减持
IVV
ISHARES CORE
-$26.7K
175
-27%
增持
DFAS
DIMENSIONAL US
+$26.6K
6,643
+0%
减持
VYM
VANGUARD HIGH
-$26.6K
1,589
-14%
清仓
SPLV
INVESCO S&P
-$26.2K
0
-100%
减持
HON
HONEYWELL INTL
-$25.5K
9
-93%
增持
AGYS
AGILYSYS INC
+$25.1K
557
+4%
减持
COIN
COINBASE GLOBAL
+$25.1K
160
-11%
减持
MU
MICRON TECHNOLOGY INC
+$24.8K
728
-3%
增持
FNY
FIRST TRUST
+$24.7K
955
+32%
减持
RTX
RTX CORP
-$24.3K
264
-44%
建仓
HII
HUNTINGTON INGALLS
+$24.1K
100
减持
SPHD
INVESCO S&P
-$24.1K
689
-39%
减持
EL
ESTEE LAUDER
-$24.1K
477
-50%
增持
CDNS
CADENCE DESIGN
+$23.6K
358
+5%
清仓
CTRA
COTERRA ENERGY
-$23.3K
0
-100%
清仓
SIVR
ABERDEEN PHYSICAL
-$22.8K
0
-100%
减持
IWD
ISHARES RUSSELL
-$22.2K
179
-41%
减持
SPHB
INVESCO S&P
-$22.0K
888
-36%
清仓
IDEV
ISHARES CORE
-$21.9K
0
-100%
减持
CWH
CAMPING WORLD
-$21.7K
1,560
-48%
减持
—
CARNIVAL CORP
+$21.5K
3,350
-10%
清仓
GIS
GENERAL MILLS
-$21.4K
0
-100%
增持
OKTA
OKTA INC
+$21.3K
960
+35%
增持
WU
WESTERN UNION
-$21.0K
14,820
+8%
清仓
PBP
INVESCO S&P
-$20.9K
0
-100%
建仓
HNI
HNI CORP
+$20.9K
424
增持
MUA
BLACKROCK MUNIASSETS
+$20.8K
107,905
+6%
清仓
AIRR
FIRST TRUST
-$20.7K
0
-100%
增持
SO
SOUTHERN COMPANY
+$20.2K
246
+846%
减持
CSCO
CISCO SYSTEMS
-$19.7K
113
-75%
减持
VEA
VANGUARD FTSE
+$19.6K
4,364
-3%
建仓
LVHI
FRANKLIN INTL
+$19.5K
600
清仓
OMC
OMNICOM GROUP
-$19.2K
0
-100%
建仓
IYT
ISHARES U S
+$19.2K
280
增持
CVS
CVS HEALTH
+$19.2K
500
+121%
减持
TXN
TEXAS INSTRUMENTS
-$19.1K
12
-90%
清仓
NVS
NOVARTIS AG
-$19.1K
0
-100%
增持
BABA
ALIBABA GROUP
+$18.9K
174
+2800%
