NWAM LLC
MERCER ISLAND WA · SEC CIK 0001655006
$17.38亿2026Q1 申报市值
621持仓数
23.7%前十大占比 · 第一大 4.9%
56 / 42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
PG 加仓+$584.21万
GOOG 加仓+$539.27万
ITOT 加仓+$445.86万
EWZ 加仓+$310.77万
AVGO 加仓+$293.32万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$644.39万
MSFT 减仓-$489.36万
ANAVEX LIFE SCIE 清仓-$437.14万
AMZN 减仓-$423.04万
GS 减仓-$359.01万
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 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $56.92万 | 0.03% | 5,854 | -4,317 | -42.4% | -$41.97万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $57.93万 | 0.03% | 7,308 | -1,608 | -18.0% | -$12.75万 | 减仓 |
| ZTS | ZOETIS INC | $58.64万 | 0.03% | 4,960 | 603 | 13.8% | $7.13万 | 加仓 |
| U | UNITY SOFTWARE INC | $58.68万 | 0.03% | 26,745 | -54 | -0.2% | -$1,185 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $59.02万 | 0.03% | 11,366 | 679 | 6.4% | $3.53万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $59.47万 | 0.03% | 2,719 | -80 | -2.9% | -$1.75万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $59.49万 | 0.03% | 62,750 | -1,550 | -2.4% | -$1.47万 | 减仓 |
| IVLU | ISHARES TR | $60.07万 | 0.03% | 15,138 | 209 | 1.4% | $8,293 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $60.48万 | 0.03% | 18,810 | 18,810 | — | $60.48万 | 新建仓 |
| EWJ | ISHARES INC | $60.66万 | 0.03% | 7,184 | -1,417 | -16.5% | -$11.96万 | 减仓 |
| CRM | SALESFORCE INC | $61.69万 | 0.04% | 3,305 | -38 | -1.1% | -$7,093 | 减仓 |
| IYR | ISHARES TR | $62.00万 | 0.04% | 6,557 | -351 | -5.1% | -$3.32万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $62.08万 | 0.04% | 16,158 | 2,464 | 18.0% | $9.47万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $62.15万 | 0.04% | 11,990 | 985 | 9.0% | $5.11万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $62.17万 | 0.04% | 1,008 | -1,219 | -54.7% | -$75.19万 | 减仓 |
| VLTO | VERALTO CORP | $62.21万 | 0.04% | 7,036 | 4,076 | 137.7% | $36.04万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $62.25万 | 0.04% | 6,453 | 311 | 5.1% | $3.00万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $62.79万 | 0.04% | 9,196 | 847 | 10.1% | $5.78万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $63.00万 | 0.04% | 4,811 | -190 | -3.8% | -$2.49万 | 减仓 |
| PAAA | PGIM ETF TR | $63.18万 | 0.04% | 12,345 | 970 | 8.5% | $4.96万 | 加仓 |
| ILMN | ILLUMINA INC | $63.55万 | 0.04% | 5,156 | -3 | -0.1% | -$370 | 减仓 |
| DE | DEERE & CO | $64.06万 | 0.04% | 1,137 | -17 | -1.5% | -$9,578 | 减仓 |
| TJX | TJX COS INC NEW | $64.32万 | 0.04% | 4,028 | 475 | 13.4% | $7.59万 | 加仓 |
| PGR | PROGRESSIVE CORP | $64.59万 | 0.04% | 3,258 | -4 | -0.1% | -$793 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $65.03万 | 0.04% | 18,558 | 5,058 | 37.5% | $17.72万 | 加仓 |
| IJT | ISHARES TR | $65.20万 | 0.04% | 4,506 | 1 | 0.0% | $145 | 加仓 |
| KR | KROGER CO | $65.32万 | 0.04% | 9,028 | -98 | -1.1% | -$7,091 | 减仓 |
| GME | GAMESTOP CORP | $65.77万 | 0.04% | 28,545 | 11 | 0.0% | $253 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $67.36万 | 0.04% | 17,329 | 17,329 | — | $67.36万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $68.01万 | 0.04% | 1,125 | -8 | -0.7% | -$4,836 | 减仓 |
| UL | UNILEVER PLC | $68.03万 | 0.04% | 11,942 | 11,942 | — | $68.03万 | 新建仓 |
| F | FORD MTR CO | $68.12万 | 0.04% | 59,030 | 11,028 | 23.0% | $12.73万 | 加仓 |
| MSTR | STRATEGY INC | $68.17万 | 0.04% | 5,462 | 1,192 | 27.9% | $14.88万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $68.17万 | 0.04% | 29,234 | 1,138 | 4.1% | $2.65万 | 加仓 |
| DGS | WISDOMTREE TR | $69.19万 | 0.04% | 11,513 | 1,178 | 11.4% | $7.08万 | 加仓 |
| ET | ENERGY TRANSFER L P | $70.23万 | 0.04% | 36,390 | 1,618 | 4.7% | $3.12万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $70.39万 | 0.04% | 18,603 | -4,916 | -20.9% | -$18.60万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $70.52万 | 0.04% | 24,563 | -441 | -1.8% | -$1.27万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $70.81万 | 0.04% | 4,283 | -739 | -14.7% | -$12.22万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $71.18万 | 0.04% | 7,417 | -596 | -7.4% | -$5.72万 | 减仓 |
| IUSG | ISHARES TR | $71.29万 | 0.04% | 4,596 | -703 | -13.3% | -$10.90万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $71.72万 | 0.04% | 13,588 | -1,074 | -7.3% | -$5.67万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $71.81万 | 0.04% | 15,658 | 7,327 | 87.9% | $33.60万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $71.93万 | 0.04% | 17,523 | -39 | -0.2% | -$1,601 | 减仓 |
| EFX | EQUIFAX INC | $72.68万 | 0.04% | 4,036 | -20 | -0.5% | -$3,601 | 减仓 |
| FSLR | FIRST SOLAR INC | $72.81万 | 0.04% | 3,691 | 3,691 | — | $72.81万 | 新建仓 |
| GSK | GSK PLC | $73.58万 | 0.04% | 13,331 | 534 | 4.2% | $2.95万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $74.12万 | 0.04% | 22,495 | 12,031 | 115.0% | $39.64万 | 加仓 |
| TSN | TYSON FOODS INC | $74.21万 | 0.04% | 11,582 | 11,582 | — | $74.21万 | 新建仓 |
| WTAI | WISDOMTREE TR | $74.42万 | 0.04% | 26,363 | 273 | 1.0% | $7,707 | 加仓 |
| PSX | PHILLIPS 66 | $74.43万 | 0.04% | 4,085 | 759 | 22.8% | $13.83万 | 加仓 |
| NVO | NOVO-NORDISK A S | $75.93万 | 0.04% | 20,662 | 15,872 | 331.4% | $58.33万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $76.12万 | 0.04% | 17,966 | -141 | -0.8% | -$5,974 | 减仓 |
| CBT | CABOT CORP | $76.97万 | 0.04% | 10,220 | 10,220 | — | $76.97万 | 新建仓 |
| DIS | DISNEY WALT CO | $78.55万 | 0.05% | 8,150 | -442 | -5.1% | -$4.26万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $79.82万 | 0.05% | 22,197 | 672 | 3.1% | $2.42万 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $80.22万 | 0.05% | 44,714 | 1,541 | 3.6% | $2.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $80.96万 | 0.05% | 3,789 | -478 | -11.2% | -$10.21万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $81.93万 | 0.05% | 16,956 | 4,226 | 33.2% | $20.42万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $82.48万 | 0.05% | 2,113 | -1,457 | -40.8% | -$56.88万 | 减仓 |
| NET | CLOUDFLARE INC | $82.60万 | 0.05% | 4,003 | 4,003 | — | $82.60万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $82.71万 | 0.05% | 5,667 | -85 | -1.5% | -$1.24万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $83.80万 | 0.05% | 11,145 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $84.28万 | 0.05% | 4,273 | 4,273 | — | $84.28万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $84.56万 | 0.05% | 17,661 | 978 | 5.9% | $4.68万 | 加仓 |
| RING | ISHARES INC | $85.25万 | 0.05% | 10,794 | -203 | -1.8% | -$1.60万 | 减仓 |
| MBB | ISHARES TR | $86.22万 | 0.05% | 9,081 | 1,121 | 14.1% | $10.64万 | 加仓 |
| ATR | APTARGROUP INC | $86.37万 | 0.05% | 6,854 | 6,854 | — | $86.37万 | 新建仓 |
| SCJ | ISHARES INC | $89.98万 | 0.05% | 9,268 | -2,234 | -19.4% | -$21.69万 | 减仓 |
| CME | CME GROUP INC | $90.26万 | 0.05% | 3,056 | 2,030 | 197.9% | $59.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $90.30万 | 0.05% | 9,723 | 935 | 10.6% | $8.68万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $90.41万 | 0.05% | 31,231 | -7,926 | -20.2% | -$22.95万 | 减仓 |
| COP | CONOCOPHILLIPS | $91.09万 | 0.05% | 6,901 | -141 | -2.0% | -$1.86万 | 减仓 |
| MO | ALTRIA GROUP INC | $91.11万 | 0.05% | 13,807 | 48 | 0.3% | $3,168 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $92.69万 | 0.05% | 19,946 | 982 | 5.2% | $4.56万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $92.90万 | 0.05% | 25,279 | 5,709 | 29.2% | $20.98万 | 加仓 |
| BX | BLACKSTONE INC | $93.04万 | 0.05% | 8,091 | 339 | 4.4% | $3.90万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $93.43万 | 0.05% | 30,915 | 18 | 0.1% | $544 | 加仓 |
| MTUM | ISHARES TR | $94.61万 | 0.05% | 3,942 | 1,881 | 91.3% | $45.15万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $95.85万 | 0.06% | 31,791 | -7 | -0.0% | -$211 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $97.02万 | 0.06% | 14,927 | 8,606 | 136.1% | $55.94万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $97.59万 | 0.06% | 61,456 | 747 | 1.2% | $1.19万 | 加仓 |
| IBHF | ISHARES TR | $98.26万 | 0.06% | 42,814 | -16,548 | -27.9% | -$37.98万 | 减仓 |
| SHEL | SHELL PLC | $98.98万 | 0.06% | 10,642 | -268 | -2.5% | -$2.49万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $99.21万 | 0.06% | 2,891 | 1,364 | 89.3% | $46.81万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $101.85万 | 0.06% | 32,897 | 267 | 0.8% | $8,266 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $102.62万 | 0.06% | 32,495 | 1,476 | 4.8% | $4.66万 | 加仓 |
| SUB | ISHARES TR | $103.05万 | 0.06% | 9,676 | 719 | 8.0% | $7.66万 | 加仓 |
| IAGG | ISHARES TR | $104.44万 | 0.06% | 20,870 | 3,917 | 23.1% | $19.60万 | 加仓 |
| C | CITIGROUP INC | $104.45万 | 0.06% | 9,210 | 121 | 1.3% | $1.37万 | 加仓 |
| EFV | ISHARES TR | $104.61万 | 0.06% | 14,071 | -376 | -2.6% | -$2.80万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $105.07万 | 0.06% | 20,684 | 271 | 1.3% | $1.38万 | 加仓 |
| MFC | MANULIFE FINL CORP | $105.40万 | 0.06% | 30,605 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $106.12万 | 0.06% | 10,994 | -30 | -0.3% | -$2,896 | 减仓 |
| IWB | ISHARES TR | $106.22万 | 0.06% | 2,979 | 783 | 35.7% | $27.92万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $106.23万 | 0.06% | 5,695 | 1,264 | 28.5% | $23.58万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $106.60万 | 0.06% | 31,567 | 987 | 3.2% | $3.33万 | 加仓 |
| EIX | EDISON INTL | $106.79万 | 0.06% | 14,592 | 2 | 0.0% | $146 | 加仓 |
| XYZ | BLOCK INC | $107.08万 | 0.06% | 17,794 | 1,043 | 6.2% | $6.28万 | 加仓 |