NWAM LLC
MERCER ISLAND WA · SEC CIK 0001655006
$20.01亿2026Q2 申报市值
684持仓数
23.9%前十大占比 · 第一大 4.4%
75 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BB 新建仓+$707.04万
ROK 加仓+$562.22万
AAPL 加仓+$535.98万
NBIS 新建仓+$518.95万
HOOD 加仓+$500.32万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,167.07万
MU 减仓-$780.98万
HII 清仓-$674.00万
META 减仓-$671.49万
UPS 减仓-$503.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $111.34万 | 0.06% | 21,502 | -1,401 | -6.1% | -$7.25万 | 减仓 |
| IWR | ISHARES TR | $111.34万 | 0.06% | 10,093 | 4,239 | 72.4% | $46.76万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $111.72万 | 0.06% | 18,220 | -1,726 | -8.7% | -$10.58万 | 减仓 |
| NEM | NEWMONT CORP | $112.56万 | 0.06% | 12,052 | 1,277 | 11.9% | $11.93万 | 加仓 |
| LOW | LOWES COS INC | $112.76万 | 0.06% | 5,114 | -853 | -14.3% | -$18.81万 | 减仓 |
| O | REALTY INCOME CORP | $112.94万 | 0.06% | 18,228 | 400 | 2.2% | $2.48万 | 加仓 |
| ATR | APTARGROUP INC | $114.77万 | 0.06% | 9,167 | 2,313 | 33.7% | $28.96万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $115.42万 | 0.06% | 31,596 | 29 | 0.1% | $1,059 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $115.89万 | 0.06% | 29,707 | -2,788 | -8.6% | -$10.88万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $117.88万 | 0.06% | 26,000 | 843 | 3.4% | $3.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $118.47万 | 0.06% | 9,359 | 4,548 | 94.5% | $57.57万 | 加仓 |
| IR | INGERSOLL RAND INC | $119.71万 | 0.06% | 14,600 | 11,468 | 366.2% | $94.03万 | 重新持有 |
| PFFD | GLOBAL X FDS | $120.26万 | 0.06% | 64,344 | 4,973 | 8.4% | $9.29万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $120.73万 | 0.06% | 36,083 | -1,566 | -4.2% | -$5.24万 | 减仓 |
| IHDG | WISDOMTREE TR | $120.78万 | 0.06% | 23,058 | 172 | 0.8% | $9,009 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $120.90万 | 0.06% | 11,014 | 4,561 | 70.7% | $50.07万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $122.44万 | 0.06% | 46,203 | 925 | 2.0% | $2.45万 | 加仓 |
| NET | CLOUDFLARE INC | $122.76万 | 0.06% | 5,005 | 1,002 | 25.0% | $24.58万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $122.99万 | 0.06% | 13,650 | 2,505 | 22.5% | $22.57万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $123.07万 | 0.06% | 35,355 | -141 | -0.4% | -$4,908 | 减仓 |
| UL | UNILEVER PLC | $123.59万 | 0.06% | 20,558 | 8,616 | 72.1% | $51.80万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $123.63万 | 0.06% | 17,667 | 2,495 | 16.4% | $17.46万 | 加仓 |
| NVO | NOVO-NORDISK A S | $124.24万 | 0.06% | 25,916 | 5,254 | 25.4% | $25.19万 | 加仓 |
| PFE | PFIZER INC | $124.66万 | 0.06% | 51,769 | -2,118 | -3.9% | -$5.10万 | 减仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $124.87万 | 0.06% | 27,204 | 9,875 | 57.0% | $45.33万 | 加仓 |
| FSLR | FIRST SOLAR INC | $126.10万 | 0.06% | 5,344 | 1,653 | 44.8% | $39.00万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $126.64万 | 0.06% | 5,662 | -33 | -0.6% | -$7,381 | 减仓 |
| LIN | LINDE PLC | $128.72万 | 0.06% | 2,481 | 1,623 | 189.2% | $84.21万 | 加仓 |
| HYD | VANECK ETF TRUST | $129.34万 | 0.06% | 25,110 | -700 | -2.7% | -$3.61万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $129.41万 | 0.06% | 24,548 | 2,053 | 9.1% | $10.82万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $129.58万 | 0.06% | 2,543 | 1,418 | 126.0% | $72.25万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $129.73万 | 0.06% | 22,207 | 34 | 0.2% | $1,986 | 加仓 |
| BX | BLACKSTONE INC | $129.92万 | 0.06% | 11,041 | 2,950 | 36.5% | $34.71万 | 加仓 |
| STIP | ISHARES TR | $130.06万 | 0.07% | 12,731 | 983 | 8.4% | $10.04万 | 加仓 |
| VOX | VANGUARD WORLD FD | $130.10万 | 0.07% | 7,072 | 32 | 0.5% | $5,887 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $130.10万 | 0.07% | 27,037 | 1,377 | 5.4% | $6.63万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $131.50万 | 0.07% | 9,000 | 216 | 2.5% | $3.16万 | 加仓 |
| MTUM | ISHARES TR | $131.57万 | 0.07% | 3,838 | -104 | -2.6% | -$3.57万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $132.24万 | 0.07% | 95,617 | 13,569 | 16.5% | $18.77万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $132.72万 | 0.07% | 10,036 | 8,079 | 412.8% | $106.84万 | 加仓 |
| MFC | MANULIFE FINL CORP | $133.03万 | 0.07% | 32,840 | 2,235 | 7.3% | $9.05万 | 加仓 |
| ARKG | ARK ETF TR | $133.35万 | 0.07% | 31,704 | 11,294 | 55.3% | $47.50万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $133.40万 | 0.07% | 8,499 | 6,243 | 276.7% | $97.99万 | 加仓 |
| IGSB | ISHARES TR | $133.65万 | 0.07% | 25,501 | 3,650 | 16.7% | $19.13万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $135.20万 | 0.07% | 15,270 | 292 | 1.9% | $2.59万 | 加仓 |
| WTAI | WISDOMTREE TR | $136.28万 | 0.07% | 28,709 | 2,346 | 8.9% | $11.14万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $136.77万 | 0.07% | 37,094 | 4,197 | 12.8% | $15.47万 | 加仓 |
| DGRO | ISHARES TR | $137.15万 | 0.07% | 18,096 | 37 | 0.2% | $2,804 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $137.28万 | 0.07% | 76,564 | 15,108 | 24.6% | $27.09万 | 加仓 |
| IEI | ISHARES TR | $137.60万 | 0.07% | 11,716 | -113 | -1.0% | -$1.33万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $137.68万 | 0.07% | 19,974 | 1,179 | 6.3% | $8.13万 | 加仓 |
| IJJ | ISHARES TR | $138.73万 | 0.07% | 9,391 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $139.09万 | 0.07% | 24,139 | 1,449 | 6.4% | $8.35万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $140.13万 | 0.07% | 34,919 | -5,112 | -12.8% | -$20.51万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $140.31万 | 0.07% | 20,098 | 9 | 0.0% | $628 | 加仓 |
| PAVE | GLOBAL X FDS | $140.54万 | 0.07% | 23,852 | 23,852 | — | $140.54万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $141.68万 | 0.07% | 46,959 | -7,050 | -13.1% | -$21.27万 | 减仓 |
| SUB | ISHARES TR | $143.58万 | 0.07% | 13,486 | 3,810 | 39.4% | $40.56万 | 加仓 |
| C | CITIGROUP INC | $145.06万 | 0.07% | 10,364 | 1,154 | 12.5% | $16.15万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $145.17万 | 0.07% | 24,614 | -834 | -3.3% | -$4.92万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $146.54万 | 0.07% | 49,474 | -888 | -1.8% | -$2.63万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $149.04万 | 0.07% | 16,821 | -6,639 | -28.3% | -$58.82万 | 减仓 |
| MCD | MCDONALDS CORP | $149.42万 | 0.07% | 5,528 | 507 | 10.1% | $13.70万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.07% | 2 | 1 | 100.0% | $74.89万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $149.95万 | 0.07% | 1,533 | 6 | 0.4% | $5,869 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $151.05万 | 0.08% | 33,493 | 1,335 | 4.2% | $6.02万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $151.15万 | 0.08% | 41,835 | 548 | 1.3% | $1.98万 | 加仓 |
| EEM | ISHARES TR | $152.33万 | 0.08% | 22,267 | 324 | 1.5% | $2.22万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $153.18万 | 0.08% | 14,298 | 1,438 | 11.2% | $15.41万 | 加仓 |
| CMI | CUMMINS INC | $158.33万 | 0.08% | 2,220 | 150 | 7.2% | $10.70万 | 加仓 |
| XYZ | BLOCK INC | $159.36万 | 0.08% | 20,968 | 3,174 | 17.8% | $24.12万 | 加仓 |
| PEP | PEPSICO INC | $160.36万 | 0.08% | 11,843 | 1,622 | 15.9% | $21.96万 | 加仓 |
| JNK | SPDR SERIES TRUST | $160.70万 | 0.08% | 16,675 | 689 | 4.3% | $6.64万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $160.80万 | 0.08% | 8,138 | -158 | -1.9% | -$3.12万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $160.96万 | 0.08% | 5,403 | 5,403 | — | $160.96万 | 新建仓 |
| EMR | EMERSON ELEC CO | $162.00万 | 0.08% | 11,317 | 42 | 0.4% | $6,012 | 加仓 |
| TMUS | T-MOBILE US INC | $163.78万 | 0.08% | 9,765 | 3,036 | 45.1% | $50.92万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $163.93万 | 0.08% | 26,544 | -1,211 | -4.4% | -$7.48万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $164.55万 | 0.08% | 13,024 | 84 | 0.6% | $1.06万 | 加仓 |
| TLT | ISHARES TR | $165.26万 | 0.08% | 19,123 | 4,444 | 30.3% | $38.40万 | 加仓 |
| GOVT | ISHARES TR | $165.48万 | 0.08% | 72,644 | 765 | 1.1% | $1.74万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $166.31万 | 0.08% | 33,748 | 412 | 1.2% | $2.03万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $166.85万 | 0.08% | 72,136 | -4,173 | -5.5% | -$9.65万 | 减仓 |
| HYG | ISHARES TR | $168.75万 | 0.08% | 21,102 | 252 | 1.2% | $2.02万 | 加仓 |
| LQD | ISHARES TR | $170.23万 | 0.09% | 15,607 | -1,284 | -7.6% | -$14.00万 | 减仓 |
| QUS | SPDR SERIES TRUST | $171.34万 | 0.09% | 9,169 | -1,109 | -10.8% | -$20.72万 | 减仓 |
| T | AT&T INC | $171.40万 | 0.09% | 82,802 | -24,408 | -22.8% | -$50.52万 | 减仓 |
| IUSB | ISHARES TR | $173.28万 | 0.09% | 37,547 | 10,851 | 40.6% | $50.08万 | 加仓 |
| MGK | VANGUARD WORLD FD | $176.53万 | 0.09% | 20,081 | 26 | 0.1% | $2,286 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $176.82万 | 0.09% | 44,061 | 596 | 1.4% | $2.39万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $177.06万 | 0.09% | 17,182 | 954 | 5.9% | $9.83万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $178.92万 | 0.09% | 42,258 | -1,526 | -3.5% | -$6.46万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $179.90万 | 0.09% | 33,873 | -13,567 | -28.6% | -$72.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $180.16万 | 0.09% | 1,781 | -81 | -4.4% | -$8.19万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $183.11万 | 0.09% | 20,076 | 3,660 | 22.3% | $33.38万 | 加仓 |
| NXT | NEXTPOWER INC | $183.12万 | 0.09% | 15,370 | 4,527 | 41.8% | $53.93万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $187.81万 | 0.09% | 118,266 | 55,518 | 88.5% | $88.16万 | 加仓 |
| ARKK | ARK ETF TR | $187.85万 | 0.09% | 23,244 | -603 | -2.5% | -$4.87万 | 减仓 |
| IAU | ISHARES GOLD TR | $188.05万 | 0.09% | 24,904 | 9,895 | 65.9% | $74.72万 | 加仓 |
| ARKF | ARK ETF TR | $190.36万 | 0.10% | 48,242 | -231 | -0.5% | -$9,115 | 减仓 |