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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,082.08万 | 1.04% | 41,609 | -828 | -2.0% | -$41.43万 | 减仓 |
| TSLA | TESLA INC | $2,082.47万 | 1.04% | 49,512 | -1,620 | -3.2% | -$68.14万 | 减仓 |
| IVV | ISHARES TR | $2,294.13万 | 1.15% | 30,634 | -1,143 | -3.6% | -$85.60万 | 减仓 |
| GOOG | ALPHABET INC | $2,509.46万 | 1.25% | 71,023 | 10,500 | 17.3% | $371.00万 | 加仓 |
| IWF | ISHARES TR | $3,063.65万 | 1.53% | 246,730 | 6,774 | 2.8% | $84.11万 | 加仓 |
| ITOT | ISHARES TR | $3,120.66万 | 1.56% | 189,972 | 2,622 | 1.4% | $43.07万 | 加仓 |
| AMZN | AMAZON COM INC | $3,211.58万 | 1.61% | 134,748 | -7,604 | -5.3% | -$181.23万 | 减仓 |
| AVGO | BROADCOM INC | $3,813.79万 | 1.91% | 100,961 | 2,916 | 3.0% | $110.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,938.40万 | 1.97% | 180,719 | 3,573 | 2.0% | $77.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,442.61万 | 2.22% | 515,743 | -6,389 | -1.2% | -$55.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,610.94万 | 2.30% | 62,615 | 3,126 | 5.3% | $230.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,818.42万 | 2.41% | 240,813 | 865 | 0.4% | $17.31万 | 加仓 |
| AAPL | APPLE INC | $7,936.63万 | 3.97% | 274,282 | 18,523 | 7.2% | $535.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,840.44万 | 4.42% | 236,996 | 7,440 | 3.2% | $277.53万 | 加仓 |