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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $8,497.47万 | 4.89% | 229,556 | -13,220 | -5.4% | -$489.36万 | 减仓 |
| AAPL | APPLE INC | $6,490.90万 | 3.74% | 255,759 | 3,156 | 1.2% | $80.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,184.70万 | 2.41% | 239,948 | 11,052 | 4.8% | $192.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,801.05万 | 2.19% | 87,022 | 1,271 | 1.5% | $55.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,475.61万 | 2.00% | 177,146 | -1,343 | -0.8% | -$26.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,433.61万 | 1.98% | 59,489 | -5,711 | -8.8% | -$329.63万 | 减仓 |
| AVGO | BROADCOM INC | $3,034.59万 | 1.75% | 98,045 | 9,477 | 10.7% | $293.32万 | 加仓 |
| AMZN | AMAZON COM INC | $2,964.77万 | 1.71% | 142,352 | -20,312 | -12.5% | -$423.04万 | 减仓 |
| ITOT | ISHARES TR | $2,668.42万 | 1.54% | 187,350 | 31,304 | 20.1% | $445.86万 | 加仓 |
| IWF | ISHARES TR | $2,557.94万 | 1.47% | 59,989 | -948 | -1.6% | -$40.42万 | 减仓 |
| — | EXXON MOBIL CORP | $2,167.07万 | 1.25% | 127,730 | -713 | -0.6% | -$12.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,082.20万 | 1.20% | 20,897 | -147 | -0.7% | -$14.65万 | 减仓 |
| IVV | ISHARES TR | $2,075.71万 | 1.19% | 31,777 | -9,865 | -23.7% | -$644.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,033.60万 | 1.17% | 42,437 | 99 | 0.2% | $4.74万 | 加仓 |
| TSLA | TESLA INC | $1,900.84万 | 1.09% | 51,132 | 2,096 | 4.3% | $77.92万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,878.14万 | 1.08% | 239,528 | 8,517 | 3.7% | $66.78万 | 加仓 |
| GOOG | ALPHABET INC | $1,736.15万 | 1.00% | 60,523 | 18,799 | 45.1% | $539.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,522.75万 | 0.88% | 237,633 | -3,041 | -1.3% | -$19.49万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,522.17万 | 0.88% | 206,704 | -12,176 | -5.6% | -$89.66万 | 减仓 |
| GLD | SPDR GOLD TR | $1,519.62万 | 0.87% | 35,316 | 932 | 2.7% | $40.10万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,479.55万 | 0.85% | 133,933 | 20,364 | 17.9% | $224.96万 | 加仓 |
| GOOGL | ALPHABET INC | $1,412.72万 | 0.81% | 49,128 | 8,055 | 19.6% | $231.63万 | 加仓 |
| META | META PLATFORMS INC | $1,382.05万 | 0.80% | 24,156 | -325 | -1.3% | -$18.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,373.80万 | 0.79% | 353,526 | 910 | 0.3% | $3.54万 | 加仓 |
| LLY | ELI LILLY & CO | $1,337.23万 | 0.77% | 14,539 | -136 | -0.9% | -$12.51万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,300.22万 | 0.75% | 87,793 | -459 | -0.5% | -$6.80万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,288.87万 | 0.74% | 140,446 | -1,737 | -1.2% | -$15.94万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,249.08万 | 0.72% | 259,954 | 9,376 | 3.7% | $45.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,233.77万 | 0.71% | 18,971 | 1,660 | 9.6% | $107.96万 | 加仓 |
| AGG | ISHARES TR | $1,233.67万 | 0.71% | 124,275 | -8,806 | -6.6% | -$87.42万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,202.40万 | 0.69% | 155,792 | 9,870 | 6.8% | $76.18万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $1,170.69万 | 0.67% | 97,525 | -595 | -0.6% | -$7.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,140.92万 | 0.66% | 128,627 | 2,531 | 2.0% | $22.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,058.01万 | 0.61% | 107,544 | -3,578 | -3.2% | -$35.20万 | 减仓 |
| BA | BOEING CO | $1,054.98万 | 0.61% | 53,006 | 3,238 | 6.5% | $64.45万 | 加仓 |
| IWD | ISHARES TR | $1,026.43万 | 0.59% | 48,038 | -79 | -0.2% | -$1.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,017.97万 | 0.59% | 70,477 | 40,447 | 134.7% | $584.21万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,015.86万 | 0.58% | 31,665 | 573 | 1.8% | $18.38万 | 加仓 |
| GEV | GE VERNOVA INC | $991.53万 | 0.57% | 11,359 | -365 | -3.1% | -$31.86万 | 减仓 |
| SMH | VANECK ETF TRUST | $961.72万 | 0.55% | 25,084 | -629 | -2.4% | -$24.12万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $925.14万 | 0.53% | 123,633 | 26,146 | 26.8% | $195.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $922.78万 | 0.53% | 15,443 | 560 | 3.8% | $33.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $889.21万 | 0.51% | 26,312 | -231 | -0.9% | -$7.81万 | 减仓 |
| VV | VANGUARD INDEX FDS | $866.88万 | 0.50% | 29,007 | -591 | -2.0% | -$17.66万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $860.22万 | 0.49% | 209,350 | 3,115 | 1.5% | $12.80万 | 加仓 |
| CCJ | CAMECO CORP | $853.57万 | 0.49% | 78,590 | -428 | -0.5% | -$4.65万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $844.29万 | 0.49% | 89,267 | -1,532 | -1.7% | -$14.49万 | 减仓 |
| BOXX | EA SERIES TRUST | $834.32万 | 0.48% | 71,745 | -239 | -0.3% | -$2.78万 | 减仓 |
| AMLP | ALPS ETF TR | $829.34万 | 0.48% | 157,549 | 1,466 | 0.9% | $7.72万 | 加仓 |
| IJH | ISHARES TR | $812.78万 | 0.47% | 120,358 | 3,312 | 2.8% | $22.37万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $784.59万 | 0.45% | 101,750 | -4,780 | -4.5% | -$36.86万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $772.27万 | 0.44% | 251,717 | 15,052 | 6.4% | $46.18万 | 加仓 |
| — | HONEYWELL INTL INC | $754.99万 | 0.43% | 33,402 | 2,285 | 7.3% | $51.65万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $742.25万 | 0.43% | 29,621 | -8,093 | -21.5% | -$202.80万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $741.36万 | 0.43% | 34,472 | -796 | -2.3% | -$17.12万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $736.18万 | 0.42% | 55,394 | -2,453 | -4.2% | -$32.60万 | 减仓 |
| IEFA | ISHARES TR | $734.60万 | 0.42% | 81,145 | 1,683 | 2.1% | $15.24万 | 加仓 |
| INSM | INSMED INC | $733.93万 | 0.42% | 44,883 | 5,901 | 15.1% | $96.49万 | 加仓 |
| VO | VANGUARD INDEX FDS | $726.24万 | 0.42% | 25,289 | -269 | -1.1% | -$7.73万 | 减仓 |
| VB | VANGUARD INDEX FDS | $686.55万 | 0.40% | 26,212 | -6,311 | -19.4% | -$165.30万 | 减仓 |
| IXUS | ISHARES TR | $679.73万 | 0.39% | 78,454 | 1,607 | 2.1% | $13.92万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $677.85万 | 0.39% | 90,260 | -191 | -0.2% | -$1.43万 | 减仓 |
| COMT | ISHARES U S ETF TR | $676.81万 | 0.39% | 200,180 | 3,518 | 1.8% | $11.89万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $674.00万 | 0.39% | 17,742 | -87 | -0.5% | -$3.31万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $670.96万 | 0.39% | 135,658 | -6,414 | -4.5% | -$31.72万 | 减仓 |
| COWZ | PACER FDS TR | $654.62万 | 0.38% | 104,639 | 35,585 | 51.5% | $222.62万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $632.67万 | 0.36% | 43,626 | 3,467 | 8.6% | $50.28万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $632.32万 | 0.36% | 31,152 | -361 | -1.1% | -$7.33万 | 减仓 |
| USB | US BANCORP | $625.17万 | 0.36% | 120,202 | -1,287 | -1.1% | -$6.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $624.31万 | 0.36% | 21,223 | -634 | -2.9% | -$18.65万 | 减仓 |
| IJR | ISHARES TR | $620.77万 | 0.36% | 49,937 | -782 | -1.5% | -$9.72万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $617.93万 | 0.36% | 80,733 | 6,313 | 8.5% | $48.32万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $613.03万 | 0.35% | 28,218 | 239 | 0.9% | $5.19万 | 加仓 |
| SLV | ISHARES SILVER TR | $608.37万 | 0.35% | 89,283 | -8,814 | -9.0% | -$60.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $606.44万 | 0.35% | 24,809 | 1,421 | 6.1% | $34.74万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $595.52万 | 0.34% | 51,825 | 66 | 0.1% | $7,584 | 加仓 |
| AMGN | AMGEN INC | $594.64万 | 0.34% | 16,900 | -26 | -0.2% | -$9,148 | 减仓 |
| GLW | CORNING INC | $564.00万 | 0.32% | 41,480 | -2,263 | -5.2% | -$30.77万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $523.10万 | 0.30% | 104,851 | -960 | -0.9% | -$4.79万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $522.16万 | 0.30% | 47,135 | 21 | 0.0% | $2,326 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $518.29万 | 0.30% | 95,891 | 5,821 | 6.5% | $31.46万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $518.08万 | 0.30% | 11,185 | -107 | -0.9% | -$4.96万 | 减仓 |
| HAL | HALLIBURTON CO | $512.71万 | 0.30% | 131,497 | -533 | -0.4% | -$2.08万 | 减仓 |
| SBUX | STARBUCKS CORP | $511.06万 | 0.29% | 57,044 | -2,089 | -3.5% | -$18.72万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $510.34万 | 0.29% | 39,790 | -1,619 | -3.9% | -$20.77万 | 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 |
| SILJ | AMPLIFY ETF TR | $490.48万 | 0.28% | 165,032 | -64,134 | -28.0% | -$190.61万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $484.13万 | 0.28% | 33,207 | 317 | 1.0% | $4.62万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $478.99万 | 0.28% | 106,895 | 59,970 | 127.8% | $268.72万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $478.77万 | 0.28% | 18,604 | 797 | 4.5% | $20.51万 | 加仓 |
| SLB | SLB LIMITED | $476.14万 | 0.27% | 92,652 | 17,563 | 23.4% | $90.26万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $473.89万 | 0.27% | 80,621 | 5,784 | 7.7% | $34.00万 | 加仓 |
| ILF | ISHARES TR | $473.13万 | 0.27% | 133,200 | 5,100 | 4.0% | $18.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $469.96万 | 0.27% | 102,949 | -6,359 | -5.8% | -$29.03万 | 减仓 |
| PCAR | PACCAR INC | $466.15万 | 0.27% | 40,359 | 2,481 | 6.5% | $28.66万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $463.99万 | 0.27% | 10,065 | 1,473 | 17.1% | $67.90万 | 加仓 |
| ABBV | ABBVIE INC | $455.90万 | 0.26% | 20,962 | 183 | 0.9% | $3.98万 | 加仓 |
| IVW | ISHARES TR | $435.48万 | 0.25% | 38,500 | -2,011 | -5.0% | -$22.75万 | 减仓 |
| IWY | ISHARES TR | $418.61万 | 0.24% | 16,822 | 595 | 3.7% | $14.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $417.88万 | 0.24% | 20,197 | -1,262 | -5.9% | -$26.11万 | 减仓 |