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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 30
增持 71
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SFLR
INNOVATOR EQUITY
-$4.4M
26,249
-82%
增持
SPYG
STATE STREET
+$4.1M
38,644
+43814%
减持
SPY
SPDR S&P
-$3.5M
48,935
-12%
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
CGGR
CAPITAL GROUP
+$2.9M
74,191
+784%
增持
BUFQ
FIRST TRUST
+$2.4M
152,662
+71%
增持
IWM
ISHARES RUSSELL
+$2.2M
23,216
+62%
增持
CLOI
VANECK CLO
+$2.1M
91,906
+74%
减持
SPYV
STATE STREET
-$1.8M
5,010
-87%
增持
EFA
ISHARES MSCI
+$1.8M
19,342
+4306%
增持
OUNZ
VANECK MERK
+$1.0M
25,649
+1599%
增持
SPTM
STATE STREET
+$747.5K
203,937
+2%
增持
PULS
PGIM ULTRA
+$707.2K
24,538
+140%
减持
BUFF
INNOVATOR ETFS
-$615.8K
2,700
-82%
增持
SDVY
FIRST TRUST
+$516.3K
79,689
+19%
减持
TFLO
ISHARES TREASURY
-$347.0K
44,122
-13%
增持
GOOGL
ALPHABET INC
+$346.6K
2,593
+36%
增持
GLD
SPDR GOLD
+$340.1K
1,652
+87%
减持
JNJ
JOHNSON & JOHNSON
-$331.0K
1,299
-60%
增持
NVDA
NVIDIA CORP
+$280.6K
13,026
+13%
增持
QQQM
INVESCO NASDAQ
+$256.0K
25,180
+2%
增持
MINT
PIMCO EHNANCED
+$224.6K
17,469
+15%
建仓
CII
BLACKROCK ENHANCED
+$220.3K
9,427
建仓
CPB
CAMPBELLS CO
+$201.6K
7,235
增持
INDA
ISHARES MSCI
+$201.4K
65,011
+2%
减持
GOOG
ALPHABET INC
+$200.1K
3,672
-6%
增持
SCHO
SCHWAB SHORT
+$197.4K
51,599
+19%
建仓
FNCL
FIDELITY MSCI
+$174.2K
2,241
减持
GM
GENERAL MOTORS
-$173.3K
172
-94%
减持
META
META PLATFORMS
-$164.6K
1,047
-10%
增持
AMZN
AMAZON COM
+$163.5K
6,079
+8%
减持
MRVL
MARVELL TECHNOLOGY
-$159.5K
3,025
-39%
增持
VB
VANGUARD SMALL
+$150.9K
3,007
+22%
减持
AAPL
APPLE INC
+$149.1K
9,429
-1%
减持
CFA
VICTORYSHARES US
-$148.1K
3,410
-32%
建仓
BST
BLACKROCK SCIENCE
+$147.3K
3,635
减持
UCON
FIRST TRUST
-$147.2K
34,900
-14%
建仓
IBB
ISHARES BIOTECHNOLOGY
+$141.8K
840
清仓
FNDE
SCHWAB FUNDAMENTAL
-$124.1K
0
-100%
减持
IBM
INTL BUSINESS
-$116.8K
708
-39%
增持
TMUS
T-MOBILE US
+$114.0K
915
+205%
减持
QGRO
AMERICAN CENTURY
-$110.1K
5,387
-15%
建仓
PPA
INVESCO AEROSPACE
+$104.3K
666
增持
RSP
INVESCO S&P
+$102.8K
1,195
+80%
增持
SPIB
STATE STREET
+$101.4K
3,345
+870%
减持
COF
CAPITAL ONE
-$94.5K
18
-96%
增持
CIBR
FIRST TRUST
-$90.3K
30,098
+2%
减持
NEE
NEXTERA ENERGY
-$88.6K
2,075
-39%
减持
XLV
STATE STREET
-$87.1K
1,182
-39%
增持
FLMI
FRANKLIN DYNAMIC
+$84.7K
5,945
+133%
增持
WU
WESTERN UNION
+$81.3K
32,346
+18%
增持
PAAA
PGIM AAA
+$80.6K
10,282
+19%
增持
—
NORWEGIAN CRUISE
+$79.0K
8,450
+90%
清仓
—
ON HOLDING
-$77.1K
0
-100%
减持
EMB
ISHARES JPMORGAN
-$75.7K
4,110
-17%
增持
TSLA
TESLA INC
+$75.1K
957
+20%
减持
DFIV
DIMENSIONAL INTL
+$72.6K
19,615
-0%
增持
XLK
STATE STREET
-$71.7K
2,421
+62%
增持
SPTL
STATE STREET
-$71.1K
240,539
+1%
增持
COST
COSTCO WHOLESALE
+$68.0K
141
+143%
减持
SQ
BLOCK INC
-$66.0K
340
-72%
增持
NFLX
NETFLIX INC
+$64.6K
1,226
+2819%
增持
CRWV
COREWEAVE INC
-$64.3K
1,887
+30%
清仓
XBIL
U S TREASURY
-$61.8K
0
-100%
减持
MSFT
MICROSOFT CORP
-$59.2K
1,636
-0%
减持
DFUS
DIMENSIONAL US
+$58.7K
56,576
-1%
建仓
DKNG
DRAFTKINGS INC
+$58.6K
1,700
增持
SCHD
SCHWAB US
+$57.8K
2,376
+780%
减持
VKTX
VIKING THERAPEUTICS
+$55.5K
6,975
-3%
减持
CGSD
CAPITAL GROUP
-$54.3K
2,933
-42%
增持
IGSB
ISHARES 1-5
+$52.9K
1,016
+6250%
增持
UNH
UNITEDHEALTH GROUP
+$51.8K
294
+124%
建仓
BUI
BLACKROCK UTILITIES
+$51.6K
2,008
减持
MUA
BLACKROCK MUNIASSETS
-$51.1K
101,647
-1%
增持
DFAC
DIMENSIONAL US
+$50.5K
16,947
+5%
增持
IJH
ISHARES CORE
+$45.0K
25,905
+2%
减持
UITB
VICTORYSHARES CORE
-$44.3K
2,083
-31%
增持
DFAX
DIMENSIONAL WORLD
+$43.8K
12,435
+7%
增持
MSTR
STRATEGY INC
+$43.5K
350
+1067%
增持
PFE
PFIZER INC
+$42.6K
6,550
+39%
减持
MTDR
MATADOR RESOURCES
-$41.5K
300
-75%
清仓
CLOB
VANECK AA-BB
-$40.8K
0
-100%
建仓
JEPQ
JPMORGAN
+$40.7K
700
增持
XLF
STATE STREET
+$38.7K
1,133
+161%
增持
CDL
VICTORYSHARES US
-$37.5K
487,878
+900%
建仓
PDX
PIMCO DYNAMIC
+$36.9K
1,965
增持
ZBRA
ZEBRA TECHNOLOGIES
+$36.3K
250
+205%
建仓
IXUS
ISHARES CORE
+$35.1K
415
建仓
GNTX
GENTEX CORP
+$34.9K
1,500
清仓
FISV
FISERV INC
-$33.5K
0
-100%
建仓
INTC
INTEL CORP
+$32.7K
885
增持
FNDF
SCHWAB FUNDAMENTAL
+$32.6K
1,262
+121%
减持
ANET
ARISTA NETWORKS
-$31.9K
1,580
-4%
减持
MGC
VANGUARD MEGA
-$30.1K
5,411
-5%
建仓
SHLD
GLOBAL X
+$29.2K
450
增持
GE
GE AEROSPACE
+$28.4K
101
+1022%
减持
CDNS
CADENCE DESIGN
-$26.3K
290
-13%
建仓
—
CALL 1 NVIDIA CORP
+$25.4K
0
减持
LLY
ELI LILLY
+$25.4K
204
-19%
减持
FTA
FIRST TRUST
+$24.8K
9,509
-0%
减持
CCJ
CAMECO CORP
-$24.7K
65
-82%
增持
SO
SOUTHERN COMPANY
+$24.1K
544
+121%
减持
XLI
STATE STREET
+$23.5K
28,651
-0%
增持
AIQ
GLOBAL X
+$22.5K
742
+140%
增持
SPDW
SPDR DEVELOPED
+$22.3K
530
+1667%
增持
BMNR
BITMINE IMMERSION
+$21.5K
13,092
+104%
建仓
RING
ISHARES MSCI
+$20.6K
280
增持
PLTR
PALANTIR TECHNOLOGIES
+$20.5K
303
+66%
增持
DFIC
DIMENSIONAL INTL
+$20.1K
9,090
+2%
增持
FEZ
SPDR EURO
+$20.1K
8,711
+0%
建仓
HUN
HUNTSMAN CORP
+$20.0K
2,000
减持
DFUV
DIMENSIONAL US
+$19.6K
11,008
-0%
建仓
QBTS
DWAVE QUANTUM
+$19.5K
745
清仓
NXE
NEXGEN ENERGY
-$19.4K
0
-100%
减持
VNQ
VANGUARD REAL
-$19.3K
338
-37%
建仓
URA
GLOBAL X
+$19.2K
450
建仓
NET
CLOUDFLARE INC
+$19.1K
97
减持
MUSI
AMERICAN CENTURY
-$18.5K
748
-36%
增持
TSM
TAIWAN SEMICONDUCTOR
+$18.1K
235
+23%
增持
APP
APPLOVIN CORP
+$18.0K
160
+28%
增持
JPM
JPMORGAN CHASE
+$17.9K
164
+48%
增持
CAT
CATERPILLAR INC
+$17.6K
113
+14%
减持
VTI
VANGUARD TOTAL
+$17.2K
3,611
-1%
建仓
BBUS
JPMORGAN BETABUILDERS
+$16.9K
137
增持
BAC
BANK AMERICA
+$16.8K
730
+61%
建仓
SPTI
STATE STREET
+$16.7K
578
建仓
GRNY
FUNDSTRAT GRANNY
+$16.6K
669
增持
FCX
FREEPORT MCMORAN
+$16.2K
384
+357%
建仓
—
ASML HOLDING
+$16.1K
15
建仓
SPYM
STATE STREET
+$16.0K
200
增持
BIL
STATE STREET
+$15.8K
4,688
+4%
减持
BUFR
FIRST TRUST
-$15.6K
2,146
-20%
增持
WMT
WALMART INC
+$15.6K
974
+8%
增持
HD
HOME DEPOT
+$15.5K
80
+167%
减持
PG
PROCTER & GAMBLE
-$15.2K
245
-25%
增持
HYD
VANECK HIGH
+$15.2K
435
+213%
增持
PFXF
VANECK PFD
+$15.0K
47,287
+2%
建仓
—
BOEING CO
+$14.5K
210
增持
GEV
GE VERNOVA
+$14.5K
24
+1100%
增持
CI
CIGNA GROUP
+$14.4K
68
+353%
建仓
ATEN
A10 NETWORKS
+$14.3K
806
增持
GDX
VANECK GOLD
+$14.1K
1,187
+3%
建仓
GBTC
GRAYSCALE BITCOIN
+$13.7K
200
减持
PYLD
PIMCO ENHANCED
-$13.6K
1,000
-33%
增持
QYLD
GLOBAL X
+$13.4K
5,574
+11%
建仓
SFM
SPROUTS FARMERS
+$13.1K
165
增持
AVGO
BROADCOM INC
+$13.1K
134
+33%
增持
SOFI
SOFI TECHNOLOGIES
+$13.1K
580
+625%
建仓
MTB
M&T BANK
+$13.0K
64
清仓
TRV
TRAVELERS COS
-$12.8K
0
-100%
增持
IONQ
IONQ INC
+$12.8K
415
+337%
