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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $484.79万 | 0.24% | 16,681 | -141 | -0.8% | -$4.10万 | 减仓 |
| PCAR | PACCAR INC | $481.92万 | 0.24% | 40,120 | -239 | -0.6% | -$2.87万 | 减仓 |
| ASML | ASML HLDG NV | $481.76万 | 0.24% | 2,422 | -20 | -0.8% | -$3.98万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $465.62万 | 0.23% | 92,056 | -12,795 | -12.2% | -$64.72万 | 减仓 |
| IEMG | ISHARES INC | $464.74万 | 0.23% | 56,100 | 2,471 | 4.6% | $20.47万 | 加仓 |
| ECHO | ECHOSTAR CORP | $455.17万 | 0.23% | 44,844 | 24,672 | 122.3% | $250.42万 | 加仓 |
| QUAL | ISHARES TR | $454.27万 | 0.23% | 20,702 | 9,558 | 85.8% | $209.74万 | 加仓 |
| ADI | ANALOG DEVICES INC | $446.21万 | 0.22% | 11,235 | 2,259 | 25.2% | $89.72万 | 加仓 |
| INTC | INTEL CORP | $441.08万 | 0.22% | 31,589 | 370 | 1.2% | $5.17万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $437.27万 | 0.22% | 19,779 | 19,779 | — | $437.27万 | 新建仓 |
| PL | PLANET LABS PBC | $433.84万 | 0.22% | 130,950 | 130,950 | — | $433.84万 | 新建仓 |
| QCOM | QUALCOMM INC | $416.20万 | 0.21% | 22,523 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $414.06万 | 0.21% | 10,412 | 347 | 3.4% | $13.80万 | 加仓 |
| ETN | EATON CORP PLC | $411.78万 | 0.21% | 9,663 | 945 | 10.8% | $40.27万 | 加仓 |
| SGOV | ISHARES TR | $404.69万 | 0.20% | 40,200 | 21,090 | 110.4% | $212.31万 | 加仓 |
| SLV | ISHARES SILVER TR | $400.41万 | 0.20% | 74,884 | -14,399 | -16.1% | -$76.99万 | 减仓 |
| V | VISA INC | $399.06万 | 0.20% | 11,631 | 3,045 | 35.5% | $104.47万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $391.83万 | 0.20% | 105,160 | 7,700 | 7.9% | $28.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $390.42万 | 0.20% | 23,553 | 3,356 | 16.6% | $55.63万 | 加仓 |
| WAB | WABTEC | $384.11万 | 0.19% | 14,247 | 5,738 | 67.4% | $154.70万 | 加仓 |
| DHR | DANAHER CORP DEL | $382.65万 | 0.19% | 20,089 | 4,414 | 28.2% | $84.08万 | 加仓 |
| SYK | STRYKER CORPORATION | $376.66万 | 0.19% | 11,963 | 4,071 | 51.6% | $128.18万 | 加仓 |
| EFA | ISHARES TR | $373.94万 | 0.19% | 35,997 | -281 | -0.8% | -$2.92万 | 减仓 |
| CDW | CDW CORP | $373.03万 | 0.19% | 26,524 | 26,524 | — | $373.03万 | 新建仓 |
| TIP | ISHARES TR | $361.29万 | 0.18% | 33,015 | 2,680 | 8.8% | $29.33万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $361.06万 | 0.18% | 130,345 | 1,528 | 1.2% | $4.23万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $357.72万 | 0.18% | 48,769 | 29,559 | 153.9% | $216.82万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $351.49万 | 0.18% | 22,154 | 12,408 | 127.3% | $196.86万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $343.81万 | 0.17% | 59,074 | -8,184 | -12.2% | -$47.63万 | 减仓 |
| SAN | BANCO SANTANDER SA | $342.59万 | 0.17% | 248,251 | 235,409 | 1,833.1% | $324.86万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $337.48万 | 0.17% | 37,307 | 4,398 | 13.4% | $39.78万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $336.48万 | 0.17% | 99,432 | 249 | 0.3% | $8,426 | 加仓 |
| IWM | ISHARES TR | $334.08万 | 0.17% | 11,119 | 812 | 7.9% | $24.40万 | 加仓 |
| HON | HONEYWELL INTL INC | $333.49万 | 0.17% | 14,895 | -18,507 | -55.4% | -$414.36万 | 减仓 |
| IVE | ISHARES TR | $330.64万 | 0.17% | 14,562 | 646 | 4.6% | $14.67万 | 加仓 |
| EMB | ISHARES TR | $327.21万 | 0.16% | 33,929 | -1,561 | -4.4% | -$15.05万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $324.51万 | 0.16% | 64,171 | -2,343 | -3.5% | -$11.85万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $320.28万 | 0.16% | 110,404 | -13,415 | -10.8% | -$38.92万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $318.80万 | 0.16% | 26,069 | -2,569 | -9.0% | -$31.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $317.82万 | 0.16% | 76,160 | 5,319 | 7.5% | $22.20万 | 加仓 |
| — | FREIGHTCAR AMER INC | $312.29万 | 0.16% | 320,625 | 320,625 | — | $312.29万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $311.35万 | 0.16% | 11,072 | -810 | -6.8% | -$22.78万 | 减仓 |
| — | SPROTT FDS TR | $309.10万 | 0.15% | 243,505 | 11,250 | 4.8% | $14.28万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $308.80万 | 0.15% | 32,003 | 1,207 | 3.9% | $11.65万 | 加仓 |
| IGIB | ISHARES TR | $308.59万 | 0.15% | 58,039 | 58,039 | — | $308.59万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $308.24万 | 0.15% | 10,174 | 424 | 4.3% | $12.85万 | 加仓 |
| F | FORD MTR CO | $306.73万 | 0.15% | 220,669 | 161,639 | 273.8% | $224.68万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $302.61万 | 0.15% | 5,892 | 912 | 18.3% | $46.84万 | 加仓 |
| USMV | ISHARES TR | $295.53万 | 0.15% | 30,637 | 9,113 | 42.3% | $87.90万 | 加仓 |
| WMT | WALMART INC | $293.29万 | 0.15% | 25,895 | 5,600 | 27.6% | $63.43万 | 加仓 |
| VGT | VANGUARD WORLD FD | $293.14万 | 0.15% | 24,526 | 1,262 | 5.4% | $15.08万 | 加仓 |
| HD | HOME DEPOT INC | $292.71万 | 0.15% | 8,300 | 2,356 | 39.6% | $83.09万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $292.55万 | 0.15% | 6,751 | 2,962 | 78.2% | $128.36万 | 加仓 |
| IYW | ISHARES TR | $291.13万 | 0.15% | 11,542 | -227 | -1.9% | -$5.73万 | 减仓 |
| VEEV | VEEVA SYS INC | $290.78万 | 0.15% | 16,385 | 2,301 | 16.3% | $40.84万 | 加仓 |
| IJS | ISHARES TR | $290.37万 | 0.15% | 21,244 | -149 | -0.7% | -$2.04万 | 减仓 |
| HPQ | HP INC | $287.06万 | 0.14% | 130,840 | 130,840 | — | $287.06万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $286.47万 | 0.14% | 60,693 | 3,648 | 6.4% | $17.22万 | 加仓 |
| BUXX | EA SERIES TRUST | $285.94万 | 0.14% | 141,275 | 141,275 | — | $285.94万 | 新建仓 |
| HAL | HALLIBURTON CO | $284.64万 | 0.14% | 83,842 | -47,655 | -36.2% | -$161.79万 | 减仓 |
| DGT | SPDR SERIES TRUST | $279.46万 | 0.14% | 15,123 | -290 | -1.9% | -$5.36万 | 减仓 |
| ACWX | ISHARES TR | $279.19万 | 0.14% | 36,683 | 13,020 | 55.0% | $99.09万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $278.56万 | 0.14% | 33,533 | 5,490 | 19.6% | $45.61万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $273.18万 | 0.14% | 50,162 | 9,528 | 23.4% | $51.89万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $272.84万 | 0.14% | 21,303 | 564 | 2.7% | $7.22万 | 加仓 |
| MRK | MERCK & CO INC | $269.47万 | 0.13% | 20,971 | 10,124 | 93.3% | $130.09万 | 加仓 |
| ORCL | ORACLE CORP | $268.69万 | 0.13% | 18,334 | 3,195 | 21.1% | $46.82万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $266.50万 | 0.13% | 58,585 | 2,696 | 4.8% | $12.26万 | 加仓 |
| MELI | MERCADOLIBRE INC | $265.29万 | 0.13% | 1,563 | -63 | -3.9% | -$10.69万 | 减仓 |
| BTU | PEABODY ENGR CORP | $260.81万 | 0.13% | 112,808 | 34,307 | 43.7% | $79.32万 | 加仓 |
| SLB | SLB LIMITED | $258.59万 | 0.13% | 55,623 | -37,029 | -40.0% | -$172.15万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $257.16万 | 0.13% | 7,541 | 4,189 | 125.0% | $142.85万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $256.10万 | 0.13% | 75,048 | 3,885 | 5.5% | $13.26万 | 加仓 |
| SHY | ISHARES TR | $255.81万 | 0.13% | 31,155 | -3,179 | -9.3% | -$26.10万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $255.45万 | 0.13% | 28,637 | 320 | 1.1% | $2.85万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $253.59万 | 0.13% | 47,303 | 5,957 | 14.4% | $31.94万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $250.89万 | 0.13% | 49,145 | -1,349 | -2.7% | -$6.89万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $249.26万 | 0.12% | 37,071 | -1,660 | -4.3% | -$11.16万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $248.15万 | 0.12% | 21,270 | -4,873 | -18.6% | -$56.85万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $247.16万 | 0.12% | 30,163 | 30,163 | — | $247.16万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $246.41万 | 0.12% | 3,229 | 1,116 | 52.8% | $85.16万 | 加仓 |
| GLDM | WORLD GOLD TR | $244.16万 | 0.12% | 30,743 | 14,860 | 93.6% | $118.02万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $242.05万 | 0.12% | 93,384 | -71,648 | -43.4% | -$185.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $241.27万 | 0.12% | 5,805 | 1,847 | 46.7% | $76.77万 | 加仓 |
| CSCO | CISCO SYS INC | $240.95万 | 0.12% | 20,513 | 1,118 | 5.8% | $13.13万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $235.55万 | 0.12% | 19,754 | 5,165 | 35.4% | $61.59万 | 加仓 |
| URI | UNITED RENTALS INC | $234.62万 | 0.12% | 2,071 | 2,071 | — | $234.62万 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $231.65万 | 0.12% | 79,063 | 2,447 | 3.2% | $7.17万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $231.17万 | 0.12% | 56,035 | 3,564 | 6.8% | $14.70万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $230.66万 | 0.12% | 56,756 | 1,730 | 3.1% | $7.03万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $229.82万 | 0.11% | 10,262 | 1,762 | 20.7% | $39.46万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $228.54万 | 0.11% | 23,273 | 2,449 | 11.8% | $24.05万 | 加仓 |
| KO | COCA COLA CO | $225.35万 | 0.11% | 27,728 | 494 | 1.8% | $4.01万 | 加仓 |
| OEF | ISHARES TR | $225.27万 | 0.11% | 6,157 | 1,018 | 19.8% | $37.25万 | 加仓 |
| GE | GE AEROSPACE | $224.14万 | 0.11% | 5,997 | -64 | -1.1% | -$2.39万 | 减仓 |
| IWN | ISHARES TR | $223.99万 | 0.11% | 10,126 | 87 | 0.9% | $1.92万 | 加仓 |
| IWP | ISHARES TR | $223.45万 | 0.11% | 15,262 | -1,278 | -7.7% | -$18.71万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $222.38万 | 0.11% | 7,787 | -618 | -7.4% | -$17.65万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $213.91万 | 0.11% | 18,239 | 2,393 | 15.1% | $28.07万 | 加仓 |
| FLOT | ISHARES TR | $211.06万 | 0.11% | 41,344 | 32,676 | 377.0% | $166.81万 | 加仓 |