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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $8,840.44万 | 4.42% | 236,996 | 7,440 | 3.2% | $277.53万 | 加仓 |
| AAPL | APPLE INC | $7,936.63万 | 3.97% | 274,282 | 18,523 | 7.2% | $535.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,818.42万 | 2.41% | 240,813 | 865 | 0.4% | $17.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,610.94万 | 2.30% | 62,615 | 3,126 | 5.3% | $230.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,442.61万 | 2.22% | 515,743 | -6,389 | -1.2% | -$55.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,938.40万 | 1.97% | 180,719 | 3,573 | 2.0% | $77.87万 | 加仓 |
| AVGO | BROADCOM INC | $3,813.79万 | 1.91% | 100,961 | 2,916 | 3.0% | $110.15万 | 加仓 |
| AMZN | AMAZON COM INC | $3,211.58万 | 1.61% | 134,748 | -7,604 | -5.3% | -$181.23万 | 减仓 |
| ITOT | ISHARES TR | $3,120.66万 | 1.56% | 189,972 | 2,622 | 1.4% | $43.07万 | 加仓 |
| IWF | ISHARES TR | $3,063.65万 | 1.53% | 246,730 | 6,774 | 2.8% | $84.11万 | 加仓 |
| GOOG | ALPHABET INC | $2,509.46万 | 1.25% | 71,023 | 10,500 | 17.3% | $371.00万 | 加仓 |
| IVV | ISHARES TR | $2,294.13万 | 1.15% | 30,634 | -1,143 | -3.6% | -$85.60万 | 减仓 |
| TSLA | TESLA INC | $2,082.47万 | 1.04% | 49,512 | -1,620 | -3.2% | -$68.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,082.08万 | 1.04% | 41,609 | -828 | -2.0% | -$41.43万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,978.61万 | 0.99% | 21,151 | 254 | 1.2% | $23.76万 | 加仓 |
| GOOGL | ALPHABET INC | $1,892.40万 | 0.95% | 52,954 | 3,826 | 7.8% | $136.73万 | 加仓 |
| LLY | ELI LILLY & CO | $1,874.90万 | 0.94% | 15,632 | 1,093 | 7.5% | $131.09万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,743.08万 | 0.87% | 223,731 | -15,797 | -6.6% | -$123.07万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,715.06万 | 0.86% | 137,469 | 3,536 | 2.6% | $44.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,630.89万 | 0.82% | 367,649 | 14,123 | 4.0% | $62.65万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,630.64万 | 0.82% | 228,862 | -8,771 | -3.7% | -$62.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,589.22万 | 0.79% | 21,281 | 2,310 | 12.2% | $172.51万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,563.52万 | 0.78% | 212,984 | 6,280 | 3.0% | $46.10万 | 加仓 |
| AGG | ISHARES TR | $1,542.13万 | 0.77% | 155,802 | 31,527 | 25.4% | $312.05万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,462.26万 | 0.73% | 190,646 | 34,854 | 22.4% | $267.33万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,410.18万 | 0.70% | 21,500 | -3,584 | -14.3% | -$235.07万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,354.91万 | 0.68% | 85,738 | -2,055 | -2.3% | -$32.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,296.07万 | 0.65% | 35,025 | 3,360 | 10.6% | $124.33万 | 加仓 |
| GLD | SPDR GOLD TR | $1,272.61万 | 0.64% | 34,546 | -770 | -2.2% | -$28.37万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,271.38万 | 0.64% | 26,622 | 310 | 1.2% | $14.80万 | 加仓 |
| IWD | ISHARES TR | $1,258.40万 | 0.63% | 51,908 | 3,870 | 8.1% | $93.82万 | 加仓 |
| GEV | GE VERNOVA INC | $1,208.15万 | 0.60% | 10,283 | -1,076 | -9.5% | -$126.42万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,199.91万 | 0.60% | 247,762 | -12,192 | -4.7% | -$59.05万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,190.82万 | 0.60% | 123,491 | -5,136 | -4.0% | -$49.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,141.26万 | 0.57% | 77,827 | 7,350 | 10.4% | $107.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,102.32万 | 0.55% | 57,859 | 2,465 | 4.4% | $46.96万 | 加仓 |
| IJH | ISHARES TR | $1,068.77万 | 0.53% | 138,603 | 18,245 | 15.2% | $140.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,062.58万 | 0.53% | 15,471 | 28 | 0.2% | $1.92万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,006.69万 | 0.50% | 29,272 | 265 | 0.9% | $9.11万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $983.61万 | 0.49% | 210,940 | 1,590 | 0.8% | $7.41万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $973.34万 | 0.49% | 125,722 | 2,089 | 1.7% | $16.17万 | 加仓 |
| GDX | VANECK ETF TRUST | $959.94万 | 0.48% | 127,229 | -13,217 | -9.4% | -$99.72万 | 减仓 |
| BOXX | EA SERIES TRUST | $926.83万 | 0.46% | 79,155 | 7,410 | 10.3% | $86.76万 | 加仓 |
| BA | BOEING CO | $921.39万 | 0.46% | 42,564 | -10,442 | -19.7% | -$226.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $912.61万 | 0.46% | 27,880 | 6,657 | 31.4% | $217.91万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $904.33万 | 0.45% | 105,782 | 4,032 | 4.0% | $34.47万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $899.84万 | 0.45% | 91,586 | -5,939 | -6.1% | -$58.35万 | 减仓 |
| VO | VANGUARD INDEX FDS | $879.55万 | 0.44% | 109,166 | 8,010 | 7.9% | $64.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $874.42万 | 0.44% | 28,847 | 2,635 | 10.1% | $79.87万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $866.89万 | 0.43% | 17,510 | 11,356 | 184.5% | $562.22万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $845.11万 | 0.42% | 25,241 | -4,380 | -14.8% | -$146.65万 | 减仓 |
| IEFA | ISHARES TR | $830.34万 | 0.42% | 85,974 | 4,829 | 6.0% | $46.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $828.79万 | 0.41% | 261,366 | 9,649 | 3.8% | $30.60万 | 加仓 |
| AMLP | ALPS ETF TR | $818.70万 | 0.41% | 157,897 | 348 | 0.2% | $1.80万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $811.54万 | 0.41% | 74,379 | -14,888 | -16.7% | -$162.44万 | 减仓 |
| GLW | CORNING INC | $810.10万 | 0.40% | 31,715 | -9,765 | -23.5% | -$249.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $802.84万 | 0.40% | 33,929 | -543 | -1.6% | -$12.85万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $799.93万 | 0.40% | 60,032 | 12,897 | 27.4% | $171.85万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $789.91万 | 0.39% | 89,885 | 9,152 | 11.3% | $80.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $787.33万 | 0.39% | 94,009 | 3,749 | 4.2% | $31.40万 | 加仓 |
| IJR | ISHARES TR | $776.20万 | 0.39% | 52,336 | 2,399 | 4.8% | $35.58万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $753.86万 | 0.38% | 44,308 | 682 | 1.6% | $11.60万 | 加仓 |
| IXUS | ISHARES TR | $745.98万 | 0.37% | 78,162 | -292 | -0.4% | -$2.79万 | 减仓 |
| USB | US BANCORP | $731.45万 | 0.37% | 121,100 | 898 | 0.7% | $5.42万 | 加仓 |
| BB | BLACKBERRY LTD | $707.04万 | 0.35% | 558,925 | 558,925 | — | $707.04万 | 新建仓 |
| CCJ | CAMECO CORP | $703.99万 | 0.35% | 69,113 | -9,477 | -12.1% | -$96.53万 | 减仓 |
| META | META PLATFORMS INC | $689.17万 | 0.34% | 12,235 | -11,921 | -49.4% | -$671.49万 | 减仓 |
| ABBV | ABBVIE INC | $688.39万 | 0.34% | 27,356 | 6,394 | 30.5% | $160.90万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $681.75万 | 0.34% | 28,057 | -161 | -0.6% | -$3.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $664.97万 | 0.33% | 11,447 | -1,668 | -12.7% | -$96.90万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $662.75万 | 0.33% | 51,874 | 49 | 0.1% | $6,260 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $662.70万 | 0.33% | 12,686 | 1,501 | 13.4% | $78.41万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $652.30万 | 0.33% | 60,679 | -46,865 | -43.6% | -$503.80万 | 减仓 |
| IVW | ISHARES TR | $651.92万 | 0.33% | 47,402 | 8,902 | 23.1% | $122.43万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $650.43万 | 0.33% | 103,423 | 22,802 | 28.3% | $143.40万 | 加仓 |
| CAT | CATERPILLAR INC | $638.40万 | 0.32% | 5,995 | 502 | 9.1% | $53.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $635.68万 | 0.32% | 25,030 | 221 | 0.9% | $5.61万 | 加仓 |
| COWZ | PACER FDS TR | $631.48万 | 0.32% | 101,524 | -3,115 | -3.0% | -$19.38万 | 减仓 |
| AMGN | AMGEN INC | $582.33万 | 0.29% | 16,081 | -819 | -4.8% | -$29.66万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $580.16万 | 0.29% | 97,196 | 1,305 | 1.4% | $7.79万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $577.85万 | 0.29% | 18,865 | 261 | 1.4% | $7.99万 | 加仓 |
| BIL | SPDR SERIES TRUST | $576.80万 | 0.29% | 62,942 | 32,767 | 108.6% | $300.28万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $575.42万 | 0.29% | 39,343 | -447 | -1.1% | -$6.54万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $572.24万 | 0.29% | 116,616 | -19,042 | -14.0% | -$93.44万 | 减仓 |
| COMT | ISHARES U S ETF TR | $560.54万 | 0.28% | 184,572 | -15,608 | -7.8% | -$47.40万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $556.94万 | 0.28% | 4,825 | -6,766 | -58.4% | -$780.98万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $547.15万 | 0.27% | 54,562 | 49,892 | 1,068.4% | $500.32万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $529.90万 | 0.26% | 34,344 | 1,137 | 3.4% | $17.54万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $526.71万 | 0.26% | 104,526 | 1,577 | 1.5% | $7.95万 | 加仓 |
| SBUX | STARBUCKS CORP | $522.18万 | 0.26% | 51,099 | -5,945 | -10.4% | -$60.75万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $518.95万 | 0.26% | 18,791 | 18,791 | — | $518.95万 | 新建仓 |
| RTX | RTX CORPORATION | $518.73万 | 0.26% | 27,340 | 14,666 | 115.7% | $278.26万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $503.13万 | 0.25% | 10,129 | 3,797 | 60.0% | $188.61万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $500.79万 | 0.25% | 32,282 | 1,130 | 3.6% | $17.53万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $499.37万 | 0.25% | 98,553 | -8,342 | -7.8% | -$42.27万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $498.65万 | 0.25% | 5,167 | 788 | 18.0% | $76.05万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $489.73万 | 0.24% | 23,017 | 3,349 | 17.0% | $71.26万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $488.85万 | 0.24% | 78,053 | -546 | -0.7% | -$3.42万 | 减仓 |
| IMCG | ISHARES TR | $487.68万 | 0.24% | 49,612 | -2,341 | -4.5% | -$23.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $485.95万 | 0.24% | 6,721 | 978 | 17.0% | $70.71万 | 加仓 |