Forvis Mazars Wealth Advisors, LLC
Springfield MO · SEC CIK 0001352864
$52.68亿2026Q1 申报市值
399持仓数
62.8%前十大占比 · 第一大 30.4%
8 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$4,699.22万
VCRB 加仓+$2,612.23万
TSPA 加仓+$1,649.10万
HELO 加仓+$1,643.60万
GQGU 加仓+$1,383.55万
2026Q1 卖出最多 按季末市值估算
RIG 减仓-$855.38万
VOO 减仓-$769.83万
USMV 减仓-$599.98万
NVDA 减仓-$355.48万
MGC 减仓-$301.23万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | COMERICA INC | $0 | 0.00% | 0 | -5,317 | -100.0% | -$46.22万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,754 | -100.0% | -$36.43万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -2,233 | -100.0% | -$29.45万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,057 | -100.0% | -$23.90万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -3,100 | -100.0% | -$22.53万 | 清仓 |
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -1,400 | -100.0% | -$21.72万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -833 | -100.0% | -$21.62万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,314 | -100.0% | -$21.26万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,340 | -100.0% | -$20.53万 | 清仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -10,019 | -100.0% | -$20.27万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -12,900 | -100.0% | -$12.89万 | 清仓 |