小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 57
减持 58
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P
+$2.8M
55,368
+0%
增持
SPTM
SPDR PORTFOLIO
+$1.4M
199,346
+2%
增持
SCHO
SCHWAB SHORT
+$983.1K
43,444
+1277%
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
QQQ
INVESCO QQQ
+$871.7K
13,531
+3%
减持
SGOV
ISHARES 0-3
-$840.1K
6,772
-55%
减持
INDA
ISHARES MSCI
-$772.8K
63,627
-13%
增持
AAPL
APPLE INC
+$472.9K
9,481
+0%
增持
MRVL
MARVELL TECHNOLOGY
+$401.2K
4,956
+2378%
减持
TFLO
ISHARES TREASURY
-$380.2K
50,868
-13%
减持
IWM
ISHARES RUSSELL
+$356.0K
14,360
-1%
建仓
BMNR
BITMINE IMMERSION
+$333.9K
6,430
增持
BIL
SPDR BLOOMBERG
+$312.4K
4,497
+312%
减持
SFLR
INNOVATOR EQUITY
+$310.2K
149,894
-1%
减持
QQQM
INVESCO NASDAQ
+$308.7K
24,735
-3%
减持
DFUS
DIMENSIONAL US
+$274.2K
57,116
-1%
增持
XLV
HEALTHCARE SELECT
+$269.9K
1,941
+96950%
增持
GOOG
ALPHABET INC
+$258.8K
3,910
+0%
增持
MGC
VANGUARD MEGA
+$248.8K
5,691
+12%
增持
PULS
PGIM ULTRA
+$238.2K
10,227
+87%
增持
SDVY
FIRST TRUST
+$226.1K
66,740
+2%
增持
BUFQ
FIRST TRUST
+$215.9K
89,099
+2%
清仓
IMVP
INVESCO INDIA
-$214.2K
0
-100%
建仓
CRWV
COREWEAVE INC
+$199.4K
1,457
减持
UCON
FIRST TRUST
-$177.6K
40,721
-16%
增持
TSLA
TESLA INC
+$163.5K
799
+32%
减持
SQ
BLOCK INC
-$156.9K
1,220
-66%
清仓
VYMI
VANGUARD INTL
-$145.8K
0
-100%
减持
UAL
UNITED AIRLINES
-$143.4K
1,082
-65%
增持
CIBR
FIRST TRUST
+$140.4K
29,481
+6%
增持
IJH
ISHARES CORE
+$138.5K
25,509
+4%
增持
JNJ
JOHNSON & JOHNSON
+$130.9K
3,235
+5%
增持
MRK
MERCK & COMPANY
+$125.6K
1,785
+483%
建仓
FNDE
SCHWAB FUNDAMENTAL
+$124.1K
3,432
减持
XLI
INDUSTRIAL SELECT
+$114.9K
28,664
-2%
增持
FEZ
SPDR EURO
+$112.8K
8,706
+21%
减持
VOO
VANGUARD S&P
-$110.4K
892
-23%
减持
NVDA
NVIDIA CORP
+$109.0K
11,516
-11%
增持
MINT
PIMCO EHNANCED
+$108.7K
15,178
+7%
减持
CDL
VICTORYSHARES US
+$108.0K
48,808
-1%
减持
SPTL
SPDR PORTFOLIO
-$107.8K
238,893
-3%
减持
SPYV
SPDR PORTFOLIO
+$107.5K
38,049
-0%
建仓
COF
CAPITAL ONE
+$98.8K
465
增持
WU
WESTERN UNION
+$95.0K
27,514
+86%
增持
AMZN
AMAZON COM
+$94.3K
5,646
+8%
清仓
—
CARNIVAL CORP
-$94.2K
0
-100%
增持
VO
VANGUARD MID
+$91.3K
3,568
+4%
清仓
FNCL
FIDELITY MSCI
-$89.7K
0
-100%
清仓
XEXGX
EATON VANCE
-$87.5K
0
-100%
减持
OKTA
OKTA INC
-$86.5K
103
-89%
建仓
OBDC
BLUE OWL
+$84.3K
6,600
增持
NSC
NORFOLK SOUTHERN
+$82.8K
307
+730%
增持
BIV
VANGUARD INTERMEDIATE
+$82.6K
4,912
+26%
减持
VTI
VANGUARD TOTAL
+$76.4K
3,636
-1%
增持
GLD
SPDR GOLD
+$75.0K
885
+13%
建仓
ZBH
ZIMMER BIOMET
+$65.1K
661
减持
XLF
FINANCIAL SELECT
-$63.5K
434
-74%
建仓
FLMI
FRANKLIN DYNAMIC
+$63.2K
2,550
减持
—
ON HOLDING
-$62.9K
1,821
-32%
减持
DFIV
DIMENSIONAL INTL
+$60.1K
19,649
-1%
减持
DLY
DOUBLELINE YIELD
-$60.0K
7,163
-34%
减持
COST
COSTCO WHOLESALE
-$59.1K
58
-49%
减持
GM
GENERAL MOTORS
-$58.8K
3,072
-39%
建仓
OUNZ
VANECK MERK
+$56.2K
1,510
清仓
ULTA
ULTA BEAUTY
-$56.1K
0
-100%
清仓
COIN
COINBASE GLOBAL
-$56.1K
0
-100%
减持
TBIL
U S TREASURY
-$53.9K
6,088
-15%
减持
PAAA
PGIM AAA
-$53.8K
8,668
-11%
增持
AGG
ISHARES CORE
+$49.2K
3,741
+14%
增持
CGGR
CAPITAL GROUP
+$47.4K
8,396
+6%
增持
MSFT
MICROSOFT CORP
+$47.3K
1,642
+2%
增持
XLK
TECHNOLOGY SELECT
+$45.3K
1,491
+1%
减持
VWO
VANGUARD FSTE
-$45.2K
879
-53%
减持
MTUM
ISHARES MSCI
-$43.4K
215
-48%
增持
DFIC
DIMENSIONAL INTL
+$43.3K
8,940
+11%
减持
UITB
VICTORYSHARES CORE
-$43.1K
3,008
-24%
减持
DFAC
DIMENSIONAL US
+$42.1K
16,085
-0%
增持
UNH
UNITEDHEALTH GROUP
+$41.8K
131
+1091%
减持
CGSD
CAPITAL GROUP
-$41.6K
5,027
-24%
建仓
CLOB
VANECK AA-BB
+$40.8K
800
清仓
XLP
SECTOR CONSUMER
-$40.5K
0
-100%
增持
DFAS
DIMENSIONAL US
+$37.1K
6,724
+1%
减持
FTA
FIRST TRUST
+$36.9K
9,533
-1%
增持
PFXF
VANECK PFD
+$36.6K
46,152
+1%
减持
PFE
PFIZER INC
-$32.2K
4,729
-25%
减持
VB
VANGUARD SMALL
+$31.8K
2,457
-2%
减持
ZBRA
ZEBRA TECHNOLOGIES
-$31.8K
82
-55%
增持
RSP
INVESCO S&P
+$30.1K
665
+26%
减持
QGRO
AMERICAN CENTURY
+$29.6K
6,355
-1%
增持
—
NORWEGIAN CRUISE
+$29.5K
4,450
+13%
清仓
SLB
SCHLUMBERGER LTD
-$28.4K
0
-100%
增持
CLOI
VANECK CLO
+$27.2K
52,784
+1%
清仓
CWH
CAMPING WORLD
-$26.8K
0
-100%
建仓
CSX
CSX CORP
+$24.9K
700
清仓
HII
HUNTINGTON INGALLS
-$24.1K
0
-100%
增持
EMB
ISHARES JPMORGAN
+$23.6K
4,952
+2%
减持
PEP
PEPSICO INC
-$23.2K
377
-35%
清仓
NYF
ISHARES NEW YORK
-$22.4K
0
-100%
清仓
HNI
HNI CORP
-$20.9K
0
-100%
减持
HYD
VANECK HIGH
-$20.5K
139
-75%
清仓
LVHI
FRANKLIN INTL
-$19.5K
0
-100%
增持
IVV
ISHARES CORE
+$19.4K
191
+9%
清仓
SLYG
SPDR SERIES
-$18.8K
0
-100%
增持
CVX
CHEVRON CORP
+$18.8K
1,337
+1%
减持
IWO
ISHARES RUSSELL
-$18.7K
30
-70%
增持
CVS
CVS HEALTH
+$18.3K
700
+40%
增持
ORCL
ORACLE CORP
+$18.2K
115
+77%
清仓
VTWO
VANGUARD RUSSELL
-$18.0K
0
-100%
减持
FHN
FIRST HORIZON
-$18.0K
5,361
-18%
减持
SPHD
INVESCO S&P
-$17.8K
302
-56%
减持
MUA
BLACKROCK MUNIASSETS
+$17.5K
102,676
-5%
减持
OIH
VANECK OIL
-$17.0K
13
-85%
增持
LLY
ELI LILLY
+$17.0K
253
+12%
增持
FNY
FIRST TRUST
+$16.9K
1,044
+9%
清仓
—
SPOTIFY TECHNOLOGY
-$16.9K
0
-100%
清仓
SPG
SIMON PROPERTY
-$16.5K
0
-100%
减持
BSV
VANGUARD SHORT
-$16.5K
621
-25%
减持
HD
HOME DEPOT
-$15.2K
30
-60%
增持
PLTR
PALANTIR TECHNOLOGIES
+$14.8K
183
+35%
减持
CRWD
CROWDSTRIKE HOLDINGS
-$14.4K
32
-46%
增持
IBM
INTL BUSINESS
-$14.3K
1,157
+0%
增持
IWF
ISHARES RUSSELL
+$14.2K
130
+18%
增持
CSCO
CISCO SYSTEMS
+$13.6K
313
+177%
减持
MUSI
AMERICAN CENTURY
-$13.5K
1,161
-21%
减持
PYLD
PIMCO ENHANCED
-$12.8K
1,500
-25%
增持
BABA
ALIBABA GROUP
+$12.6K
181
+4%
减持
SLV
ISHARES SILVER
+$12.6K
2,000
-9%
增持
VYM
VANGUARD HIGH
+$12.5K
1,592
+0%
清仓
GKOS
GLAUKOS CORP
-$12.4K
0
-100%
减持
SMH
VANECK SEMICONDUCTOR
-$12.1K
10
-82%
减持
S
SENTINELONE INC
-$12.1K
3,000
-15%
减持
DOW
DOW INC
-$11.6K
506
-42%
建仓
ETHA
ISHARES ETHEREUM
+$11.5K
364
减持
VKTX
VIKING THERAPEUTICS
-$11.1K
7,225
-5%
增持
SPHB
INVESCO S&P
+$10.9K
889
+0%
增持
AMLP
ALERIAN MLP
+$10.6K
18,198
+5%
增持
TSM
TAIWAN SEMICONDUCTOR
+$10.1K
191
+1%
减持
DFAX
DIMENSIONAL WORLD
+$10.1K
11,574
-4%
清仓
—
FRONTLINE PLC
-$9.8K
0
-100%
增持
NXE
NEXGEN ENERGY
+$9.7K
2,170
+55%
建仓
MSTR
STRATEGY INC
+$9.7K
30
减持
EL
ESTEE LAUDER
-$9.6K
328
-31%
建仓
SPYG
SPDR PORTFOLIO
+$9.2K
88
减持
MU
MICRON TECHNOLOGY INC
-$8.9K
483
-34%
增持
TGT
TARGET CORP
+$8.9K
112
+833%
减持
BND
VANGUARD TOTAL
-$8.7K
350
-26%
增持
CCJ
CAMECO CORP
+$8.3K
365
+22%
清仓
XLC
COMMUNICATION SERVICES
-$8.2K
0
-100%
增持
NNE
NANO NUCLEAR
+$8.1K
300
+200%
减持
FMHI
FIRST TRUST
-$7.9K
104
-62%
清仓
HCI
HCI GROUP
-$7.6K
0
-100%