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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $107.11万 | 0.06% | 3,958 | -2,499 | -38.7% | -$67.63万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $107.44万 | 0.06% | 22,903 | 4,699 | 25.8% | $22.04万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $108.17万 | 0.06% | 19,210 | 15,245 | 384.5% | $85.84万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $108.26万 | 0.06% | 35,496 | -79 | -0.2% | -$2,409 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $108.68万 | 0.06% | 62,748 | 2,266 | 3.7% | $3.92万 | 加仓 |
| O | REALTY INCOME CORP | $109.07万 | 0.06% | 17,828 | 120 | 0.7% | $7,342 | 加仓 |
| PFFD | GLOBAL X FDS | $109.24万 | 0.06% | 59,371 | 4,096 | 7.4% | $7.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $110.05万 | 0.06% | 13,299 | 478 | 3.7% | $3.96万 | 加仓 |
| IHDG | WISDOMTREE TR | $110.19万 | 0.06% | 22,886 | 12 | 0.1% | $578 | 加仓 |
| IUSV | ISHARES TR | $110.75万 | 0.06% | 10,831 | -868 | -7.4% | -$8.88万 | 减仓 |
| CMI | CUMMINS INC | $111.36万 | 0.06% | 2,070 | -77 | -3.6% | -$4.14万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $112.12万 | 0.06% | 6,421 | -2,783 | -30.2% | -$48.59万 | 减仓 |
| IGSB | ISHARES TR | $114.85万 | 0.07% | 21,851 | -86 | -0.4% | -$4,520 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $115.03万 | 0.07% | 8,784 | -12 | -0.1% | -$1,571 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $115.45万 | 0.07% | 25,157 | 162 | 0.6% | $7,434 | 加仓 |
| NEM | NEWMONT CORP | $116.64万 | 0.07% | 10,775 | -28 | -0.3% | -$3,031 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $117.16万 | 0.07% | 82,048 | 10,824 | 15.2% | $15.46万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $119.66万 | 0.07% | 22,680 | 4 | 0.0% | $211 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $119.94万 | 0.07% | 25,660 | 34 | 0.1% | $1,589 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $120.06万 | 0.07% | 41,287 | 540 | 1.3% | $1.57万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $120.48万 | 0.07% | 45,278 | 2,146 | 5.0% | $5.71万 | 加仓 |
| STIP | ISHARES TR | $121.51万 | 0.07% | 11,748 | 1,616 | 15.9% | $16.71万 | 加仓 |
| XYL | XYLEM INC | $123.24万 | 0.07% | 10,313 | 10,313 | — | $123.24万 | 新建仓 |
| IUSB | ISHARES TR | $123.31万 | 0.07% | 26,696 | 4,955 | 22.8% | $22.89万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $123.47万 | 0.07% | 14,978 | 117 | 0.8% | $9,645 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $124.13万 | 0.07% | 20,089 | 20,089 | — | $124.13万 | 新建仓 |
| D | DOMINION ENERGY INC | $124.28万 | 0.07% | 20,104 | 13,164 | 189.7% | $81.38万 | 加仓 |
| IJJ | ISHARES TR | $124.43万 | 0.07% | 9,391 | -266 | -2.8% | -$3.52万 | 减仓 |
| EEM | ISHARES TR | $124.62万 | 0.07% | 21,943 | 2,496 | 12.8% | $14.18万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $126.27万 | 0.07% | 37,649 | 1,668 | 4.6% | $5.59万 | 加仓 |
| VOX | VANGUARD WORLD FD | $126.61万 | 0.07% | 7,040 | -264 | -3.6% | -$4.75万 | 减仓 |
| DGRO | ISHARES TR | $126.74万 | 0.07% | 18,059 | 226 | 1.3% | $1.59万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $127.04万 | 0.07% | 15,172 | 15,172 | — | $127.04万 | 新建仓 |
| TLT | ISHARES TR | $127.25万 | 0.07% | 14,679 | 6,419 | 77.7% | $55.65万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $129.27万 | 0.07% | 18,795 | 1,267 | 7.2% | $8.71万 | 加仓 |
| HYD | VANECK ETF TRUST | $129.41万 | 0.07% | 25,810 | -2,209 | -7.9% | -$11.08万 | 减仓 |
| MRK | MERCK & CO INC | $130.48万 | 0.08% | 10,847 | 285 | 2.7% | $3.43万 | 加仓 |
| NXT | NEXTPOWER INC | $130.71万 | 0.08% | 10,843 | 10,843 | — | $130.71万 | 新建仓 |
| HFWA | HERITAGE FINL CORP WASH | $130.94万 | 0.08% | 50,362 | -2,885 | -5.4% | -$7.50万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $130.98万 | 0.08% | 22,173 | 67 | 0.3% | $3,958 | 加仓 |
| IAU | ISHARES GOLD TR | $132.32万 | 0.08% | 15,009 | -1,114 | -6.9% | -$9.82万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $132.33万 | 0.08% | 16,416 | 16,416 | — | $132.33万 | 新建仓 |
| NTRA | NATERA INC | $133.61万 | 0.08% | 6,681 | -2,997 | -31.0% | -$59.94万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $136.00万 | 0.08% | 23,375 | 1,774 | 8.2% | $10.32万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $136.35万 | 0.08% | 32,158 | -1,482 | -4.4% | -$6.28万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $136.71万 | 0.08% | 1,527 | -63 | -4.0% | -$5.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $137.62万 | 0.08% | 22,690 | 8,102 | 55.5% | $49.14万 | 加仓 |
| INTC | INTEL CORP | $137.77万 | 0.08% | 31,219 | 1,106 | 3.7% | $4.88万 | 加仓 |
| IEI | ISHARES TR | $140.29万 | 0.08% | 11,829 | 8 | 0.1% | $949 | 加仓 |
| LOW | LOWES COS INC | $140.98万 | 0.08% | 5,967 | 389 | 7.0% | $9.19万 | 加仓 |
| MDT | MEDTRONIC PLC | $141.01万 | 0.08% | 16,273 | 374 | 2.4% | $3.24万 | 加仓 |
| TMUS | T-MOBILE US INC | $141.33万 | 0.08% | 6,729 | 4,676 | 227.8% | $98.21万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $141.81万 | 0.08% | 69,683 | -19 | -0.0% | -$387 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $141.81万 | 0.08% | 33,336 | -117 | -0.3% | -$4,977 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $142.57万 | 0.08% | 12,860 | -79 | -0.6% | -$8,758 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $142.88万 | 0.08% | 9,746 | -131 | -1.3% | -$1.92万 | 减仓 |
| SQQQ | PROSHARES TR | $145.98万 | 0.08% | 18,136 | 18,136 | — | $145.98万 | 新建仓 |
| GLDM | WORLD GOLD TR | $147.22万 | 0.08% | 15,883 | 1,092 | 7.4% | $10.12万 | 加仓 |
| MGK | VANGUARD WORLD FD | $147.38万 | 0.08% | 4,011 | -3,103 | -43.6% | -$114.02万 | 减仓 |
| EMR | EMERSON ELEC CO | $147.73万 | 0.09% | 11,275 | 1,439 | 14.6% | $18.85万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $148.12万 | 0.09% | 1,917 | 195 | 11.3% | $15.07万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $148.91万 | 0.09% | 40,031 | 17,227 | 75.5% | $64.08万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $149.93万 | 0.09% | 14,589 | 14,589 | — | $149.93万 | 新建仓 |
| CSCO | CISCO SYS INC | $150.49万 | 0.09% | 19,395 | 883 | 4.8% | $6.85万 | 加仓 |
| PFE | PFIZER INC | $151.32万 | 0.09% | 53,887 | 10,531 | 24.3% | $29.57万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $151.55万 | 0.09% | 25,448 | 28 | 0.1% | $1,667 | 加仓 |
| VOE | VANGUARD INDEX FDS | $152.88万 | 0.09% | 8,296 | -59 | -0.7% | -$1.09万 | 减仓 |
| JNK | SPDR SERIES TRUST | $153.01万 | 0.09% | 15,986 | 724 | 4.7% | $6.93万 | 加仓 |
| MCD | MCDONALDS CORP | $156.04万 | 0.09% | 5,021 | -17 | -0.3% | -$5,283 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $157.55万 | 0.09% | 1,862 | -4,243 | -69.5% | -$359.01万 | 减仓 |
| PEP | PEPSICO INC | $158.73万 | 0.09% | 10,221 | -124 | -1.2% | -$1.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $159.19万 | 0.09% | 3,239 | -269 | -7.7% | -$13.22万 | 减仓 |
| ARKK | ARK ETF TR | $161.18万 | 0.09% | 23,847 | -2,106 | -8.1% | -$14.23万 | 减仓 |
| ACWX | ISHARES TR | $162.02万 | 0.09% | 23,663 | 10,582 | 80.9% | $72.46万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $162.05万 | 0.09% | 16,228 | 8,531 | 110.8% | $85.19万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $162.28万 | 0.09% | 27,755 | -9 | -0.0% | -$526 | 减仓 |
| OEF | ISHARES TR | $163.47万 | 0.09% | 5,139 | -236 | -4.4% | -$7.51万 | 减仓 |
| GOVT | ISHARES TR | $164.68万 | 0.09% | 71,879 | 19,646 | 37.6% | $45.01万 | 加仓 |
| HYG | ISHARES TR | $165.88万 | 0.10% | 20,850 | -971 | -4.4% | -$7.73万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $171.42万 | 0.10% | 43,465 | -4,714 | -9.8% | -$18.59万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $171.52万 | 0.10% | 10,605 | 1,015 | 10.6% | $16.42万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $171.56万 | 0.10% | 4,379 | -115 | -2.6% | -$4.51万 | 减仓 |
| GE | GE AEROSPACE | $172.00万 | 0.10% | 6,061 | -786 | -11.5% | -$22.31万 | 减仓 |
| UNP | UNION PAC CORP | $172.53万 | 0.10% | 7,111 | -336 | -4.5% | -$8.15万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $172.69万 | 0.10% | 15,846 | -315 | -1.9% | -$3.43万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $172.70万 | 0.10% | 8,500 | 1,705 | 25.1% | $34.64万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $174.86万 | 0.10% | 8,405 | -1,145 | -12.0% | -$23.82万 | 减仓 |
| QUS | SPDR SERIES TRUST | $176.41万 | 0.10% | 10,278 | 6,486 | 171.0% | $111.32万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $177.19万 | 0.10% | 76,309 | 20,617 | 37.0% | $47.87万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $178.67万 | 0.10% | 23,460 | -2,331 | -9.0% | -$17.75万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $180.34万 | 0.10% | 12,940 | -299 | -2.3% | -$4.17万 | 减仓 |
| LQD | ISHARES TR | $184.09万 | 0.11% | 16,891 | -198 | -1.2% | -$2.16万 | 减仓 |
| ARKF | ARK ETF TR | $184.25万 | 0.11% | 48,473 | -832 | -1.7% | -$3.16万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $185.28万 | 0.11% | 18,047 | 2,488 | 16.0% | $25.54万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $190.12万 | 0.11% | 55,026 | 7,392 | 15.5% | $25.54万 | 加仓 |
| IWN | ISHARES TR | $190.33万 | 0.11% | 10,039 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $190.80万 | 0.11% | 12,602 | -237 | -1.8% | -$3.59万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $191.41万 | 0.11% | 54,009 | -16,202 | -23.1% | -$57.42万 | 减仓 |
| SGOV | ISHARES TR | $192.36万 | 0.11% | 19,110 | 9,172 | 92.3% | $92.32万 | 加仓 |
| MUB | ISHARES TR | $192.40万 | 0.11% | 18,125 | 4,022 | 28.5% | $42.69万 | 加仓 |