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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $195.50万 | 0.11% | 5,944 | -169 | -2.8% | -$5.56万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $196.25万 | 0.11% | 20,824 | 600 | 3.0% | $5.65万 | 加仓 |
| AMAT | APPLIED MATLS INC | $196.28万 | 0.11% | 5,743 | -412 | -6.7% | -$14.08万 | 减仓 |
| USMV | ISHARES TR | $199.61万 | 0.11% | 21,524 | -4,218 | -16.4% | -$39.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $202.92万 | 0.12% | 2,908 | 16 | 0.6% | $1.12万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $204.13万 | 0.12% | 41,346 | -2,390 | -5.5% | -$11.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $205.94万 | 0.12% | 8,962 | 28 | 0.3% | $6,434 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $206.15万 | 0.12% | 440,500 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $206.17万 | 0.12% | 76,616 | 6,476 | 9.2% | $17.43万 | 加仓 |
| KO | COCA COLA CO | $207.12万 | 0.12% | 27,234 | -1,110 | -3.9% | -$8.44万 | 减仓 |
| IWP | ISHARES TR | $211.91万 | 0.12% | 16,540 | -7 | -0.0% | -$897 | 减仓 |
| WAB | WABTEC | $212.65万 | 0.12% | 8,509 | 8,509 | — | $212.65万 | 新建仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $213.30万 | 0.12% | 78,075 | 78,075 | — | $213.30万 | 新建仓 |
| IYW | ISHARES TR | $213.51万 | 0.12% | 11,769 | -3,423 | -22.5% | -$62.10万 | 减仓 |
| QUAL | ISHARES TR | $213.76万 | 0.12% | 11,144 | -43 | -0.4% | -$8,248 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $218.91万 | 0.13% | 52,471 | 2,415 | 4.8% | $10.08万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $219.38万 | 0.13% | 40,634 | 7,842 | 23.9% | $42.34万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $219.79万 | 0.13% | 43,784 | 1,701 | 4.0% | $8.54万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $220.86万 | 0.13% | 6,154 | 5,331 | 647.8% | $191.32万 | 加仓 |
| ORCL | ORACLE CORP | $222.71万 | 0.13% | 15,139 | -1,587 | -9.5% | -$23.35万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $229.26万 | 0.13% | 57,045 | 30,137 | 112.0% | $121.12万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $229.29万 | 0.13% | 71,163 | 5,295 | 8.0% | $17.06万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $229.89万 | 0.13% | 28,043 | 662 | 2.4% | $5.43万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $230.58万 | 0.13% | 20,739 | 6,055 | 41.2% | $67.32万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $231.67万 | 0.13% | 9,750 | -656 | -6.3% | -$15.59万 | 减仓 |
| ECHO | ECHOSTAR CORP | $236.15万 | 0.14% | 20,172 | 20,172 | — | $236.15万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $240.24万 | 0.14% | 28,317 | 669 | 2.4% | $5.68万 | 加仓 |
| RTX | RTX CORPORATION | $244.47万 | 0.14% | 12,674 | -168 | -1.3% | -$3.24万 | 减仓 |
| VEEV | VEEVA SYS INC | $247.40万 | 0.14% | 14,084 | 2,958 | 26.6% | $51.96万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $248.15万 | 0.14% | 30,796 | 5,694 | 22.7% | $45.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $248.81万 | 0.14% | 4,980 | 3,444 | 224.2% | $172.07万 | 加仓 |
| WMT | WALMART INC | $252.23万 | 0.15% | 20,295 | -245 | -1.2% | -$3.04万 | 减仓 |
| IJS | ISHARES TR | $253.40万 | 0.15% | 21,393 | -90 | -0.4% | -$1.07万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $254.42万 | 0.15% | 38,731 | 2,198 | 6.0% | $14.44万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $254.97万 | 0.15% | 55,889 | 3,735 | 7.2% | $17.04万 | 加仓 |
| IWM | ISHARES TR | $255.62万 | 0.15% | 10,307 | 585 | 6.0% | $14.51万 | 加仓 |
| BTU | PEABODY ENGR CORP | $258.66万 | 0.15% | 78,501 | -27,208 | -25.7% | -$89.65万 | 减仓 |
| SYK | STRYKER CORPORATION | $259.34万 | 0.15% | 7,892 | 5,476 | 226.7% | $179.95万 | 加仓 |
| V | VISA INC | $259.52万 | 0.15% | 8,586 | -520 | -5.7% | -$15.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $260.41万 | 0.15% | 70,841 | 3,357 | 5.0% | $12.34万 | 加仓 |
| DGT | SPDR SERIES TRUST | $261.32万 | 0.15% | 15,413 | 299 | 2.0% | $5.07万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $263.54万 | 0.15% | 32,909 | 904 | 2.8% | $7.24万 | 加仓 |
| USFR | WISDOMTREE TR | $265.53万 | 0.15% | 52,748 | -253 | -0.5% | -$1.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $266.80万 | 0.15% | 13,115 | -386 | -2.9% | -$7.85万 | 减仓 |
| NFLX | NETFLIX INC. | $274.05万 | 0.16% | 28,502 | 2,592 | 10.0% | $24.92万 | 加仓 |
| BIL | SPDR SERIES TRUST | $276.52万 | 0.16% | 30,175 | 6,426 | 27.1% | $58.89万 | 加仓 |
| MELI | MERCADOLIBRE INC | $281.12万 | 0.16% | 1,626 | 26 | 1.6% | $4.50万 | 加仓 |
| SHLD | GLOBAL X FDS | $282.52万 | 0.16% | 39,882 | -3,055 | -7.1% | -$21.64万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $282.75万 | 0.16% | 6,332 | 1,294 | 25.7% | $57.78万 | 加仓 |
| SHY | ISHARES TR | $283.50万 | 0.16% | 34,334 | -3,683 | -9.7% | -$30.41万 | 减仓 |
| ADI | ANALOG DEVICES INC | $285.55万 | 0.16% | 8,976 | 7,692 | 599.1% | $244.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $288.01万 | 0.17% | 11,882 | 1,817 | 18.1% | $44.04万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $288.92万 | 0.17% | 99,183 | -2,165 | -2.1% | -$6.31万 | 减仓 |
| QCOM | QUALCOMM INC | $290.05万 | 0.17% | 22,523 | -177 | -0.8% | -$2.28万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $290.62万 | 0.17% | 47,440 | 760 | 1.6% | $4.66万 | 加仓 |
| IVE | ISHARES TR | $293.83万 | 0.17% | 13,916 | 357 | 2.6% | $7.54万 | 加仓 |
| DHR | DANAHER CORP DEL | $297.21万 | 0.17% | 15,675 | 5,575 | 55.2% | $105.70万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $298.07万 | 0.17% | 50,494 | 3,700 | 7.9% | $21.84万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $308.20万 | 0.18% | 28,638 | 36 | 0.1% | $3,874 | 加仓 |
| T | AT&T INC | $310.80万 | 0.18% | 107,210 | 1,859 | 1.8% | $5.39万 | 加仓 |
| ETN | EATON CORP PLC | $311.81万 | 0.18% | 8,718 | 2,160 | 32.9% | $77.25万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $318.82万 | 0.18% | 128,817 | -40,394 | -23.9% | -$99.98万 | 减仓 |
| ASML | ASML HLDG NV | $322.49万 | 0.19% | 2,442 | 25 | 1.0% | $3.30万 | 加仓 |
| BAC | BANK AMERICA CORP | $323.74万 | 0.19% | 66,408 | -404 | -0.6% | -$1.97万 | 减仓 |
| EMB | ISHARES TR | $333.35万 | 0.19% | 35,490 | -887 | -2.4% | -$8.33万 | 减仓 |
| TIP | ISHARES TR | $334.77万 | 0.19% | 30,335 | 358 | 1.2% | $3.95万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $336.62万 | 0.19% | 66,514 | 2,837 | 4.5% | $14.36万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $346.27万 | 0.20% | 97,460 | 16,534 | 20.4% | $58.75万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $350.52万 | 0.20% | 33,469 | 925 | 2.8% | $9.69万 | 加仓 |
| EFA | ISHARES TR | $352.37万 | 0.20% | 36,278 | -838 | -2.3% | -$8.14万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $361.30万 | 0.21% | 123,819 | 5,097 | 4.3% | $14.87万 | 加仓 |
| — | SPROTT FDS TR | $371.84万 | 0.21% | 232,255 | 78,870 | 51.4% | $126.27万 | 加仓 |
| IEMG | ISHARES INC | $374.07万 | 0.22% | 53,629 | -19,444 | -26.6% | -$135.62万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $377.47万 | 0.22% | 19,668 | -361 | -1.8% | -$6.93万 | 减仓 |
| EWZ | ISHARES INC | $381.44万 | 0.22% | 99,360 | 80,950 | 439.7% | $310.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $382.41万 | 0.22% | 26,143 | -46 | -0.2% | -$6,729 | 减仓 |
| CAT | CATERPILLAR INC | $389.16万 | 0.22% | 5,493 | 541 | 10.9% | $38.33万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $391.50万 | 0.23% | 78,599 | -1,405 | -1.8% | -$7.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $391.58万 | 0.23% | 11,591 | -1,698 | -12.8% | -$57.36万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $393.73万 | 0.23% | 67,258 | 10,708 | 18.9% | $62.68万 | 加仓 |
| IMCG | ISHARES TR | $409.24万 | 0.24% | 51,953 | 11 | 0.0% | $866 | 加仓 |
| CVX | CHEVRON CORPORATION | $417.88万 | 0.24% | 20,197 | -1,262 | -5.9% | -$26.11万 | 减仓 |
| IWY | ISHARES TR | $418.61万 | 0.24% | 16,822 | 595 | 3.7% | $14.81万 | 加仓 |
| IVW | ISHARES TR | $435.48万 | 0.25% | 38,500 | -2,011 | -5.0% | -$22.75万 | 减仓 |
| ABBV | ABBVIE INC | $455.90万 | 0.26% | 20,962 | 183 | 0.9% | $3.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $463.99万 | 0.27% | 10,065 | 1,473 | 17.1% | $67.90万 | 加仓 |
| PCAR | PACCAR INC | $466.15万 | 0.27% | 40,359 | 2,481 | 6.5% | $28.66万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $469.96万 | 0.27% | 102,949 | -6,359 | -5.8% | -$29.03万 | 减仓 |
| ILF | ISHARES TR | $473.13万 | 0.27% | 133,200 | 5,100 | 4.0% | $18.12万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $473.89万 | 0.27% | 80,621 | 5,784 | 7.7% | $34.00万 | 加仓 |
| SLB | SLB LIMITED | $476.14万 | 0.27% | 92,652 | 17,563 | 23.4% | $90.26万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $478.77万 | 0.28% | 18,604 | 797 | 4.5% | $20.51万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $478.99万 | 0.28% | 106,895 | 59,970 | 127.8% | $268.72万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $484.13万 | 0.28% | 33,207 | 317 | 1.0% | $4.62万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $490.48万 | 0.28% | 165,032 | -64,134 | -28.0% | -$190.61万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $504.67万 | 0.29% | 90,588 | 35,689 | 65.0% | $198.82万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $510.34万 | 0.29% | 39,790 | -1,619 | -3.9% | -$20.77万 | 减仓 |
| SBUX | STARBUCKS CORP | $511.06万 | 0.29% | 57,044 | -2,089 | -3.5% | -$18.72万 | 减仓 |
| HAL | HALLIBURTON CO | $512.71万 | 0.30% | 131,497 | -533 | -0.4% | -$2.08万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $518.08万 | 0.30% | 11,185 | -107 | -0.9% | -$4.96万 | 减仓 |