LWM Advisory Services, LLC
PLANTATION FL · SEC CIK 0001697716
$9,365.82万2026Q1 申报市值
76持仓数
56.6%前十大占比 · 第一大 15.2%
7 / 12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
USFR 加仓+$75.51万
SGOV 加仓+$64.71万
T 新建仓+$58.57万
SHV 加仓+$38.29万
GEV 新建仓+$32.30万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,516.90万
GLDM 减仓-$1,038.94万
JFLX 减仓-$886.11万
EELV 减仓-$708.10万
JMUB 减仓-$366.96万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | TATE STR SPDR S&P 500 ETF T | $1,422.53万 | 15.19% | 21,873 | -23,324 | -51.6% | -$1,516.90万 | 减仓 |
| AAPL | APPLE INC | $821.85万 | 8.77% | 32,333 | 1,043 | 3.3% | $26.51万 | 加仓 |
| USFR | WISDOMTREE TR | $541.00万 | 5.78% | 107,469 | 15,000 | 16.2% | $75.51万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $426.68万 | 4.56% | 85,353 | -73,407 | -46.2% | -$366.96万 | 减仓 |
| GLDM | WORLD GOLD TR | $421.67万 | 4.50% | 45,493 | -112,088 | -71.1% | -$1,038.94万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $392.95万 | 4.20% | 79,111 | -178,395 | -69.3% | -$886.11万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $352.85万 | 3.77% | 125,658 | -252,172 | -66.7% | -$708.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $338.75万 | 3.62% | 7,071 | -3,175 | -31.0% | -$152.10万 | 减仓 |
| AMZN | AMAZON COM INC | $306.18万 | 3.27% | 14,701 | -1,858 | -11.2% | -$38.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $279.20万 | 2.98% | 15,834 | -9,932 | -38.5% | -$175.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $272.01万 | 2.90% | 7,297 | -1,126 | -13.4% | -$41.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $233.61万 | 2.49% | 4,047 | -1,113 | -21.6% | -$64.25万 | 减仓 |
| GOOG | LPHABET INC | $220.80万 | 2.36% | 7,669 | -270 | -3.4% | -$7.77万 | 减仓 |
| GDE | WISDOMTREE TR | $127.01万 | 1.36% | 20,192 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $119.96万 | 1.28% | 10,474 | -5,636 | -35.0% | -$64.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $118.07万 | 1.26% | 3,992 | -345 | -8.0% | -$10.20万 | 减仓 |
| SGOV | ISHARES TR | $116.72万 | 1.25% | 11,595 | 6,429 | 124.4% | $64.71万 | 加仓 |
| IWV | ISHARES TR | $104.89万 | 1.12% | 2,829 | -211 | -6.9% | -$7.82万 | 减仓 |
| GOOGL | ALPHABET INC | $95.60万 | 1.02% | 3,216 | -1,248 | -28.0% | -$37.10万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $87.69万 | 0.94% | 19,208 | -8,898 | -31.7% | -$40.62万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $84.04万 | 0.90% | 7,496 | -29,549 | -79.8% | -$331.27万 | 减仓 |
| SHV | ISHARES TR | $82.06万 | 0.88% | 7,434 | 3,469 | 87.5% | $38.29万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $77.23万 | 0.82% | 8,314 | 119 | 1.5% | $1.11万 | 加仓 |
| LLY | ELI LILLY & CO | $76.16万 | 0.81% | 828 | -71 | -7.9% | -$6.53万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $74.05万 | 0.79% | 6,444 | -5,854 | -47.6% | -$67.27万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $72.66万 | 0.78% | 5,468 | -12,699 | -69.9% | -$168.76万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $70.81万 | 0.76% | 2,980 | -7,084 | -70.4% | -$168.32万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $68.99万 | 0.74% | 12,647 | -29,568 | -70.0% | -$161.29万 | 减仓 |
| BYLD | ISHARES TR | $63.69万 | 0.68% | 28,268 | -105,319 | -78.8% | -$237.29万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $60.48万 | 0.65% | 12,859 | 0 | 0.0% | — | 不变 |
| TIGO | ILLICOM INTL CELLULAR S A | $59.79万 | 0.64% | 7,978 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $58.57万 | 0.63% | 20,204 | 20,204 | — | $58.57万 | 新建仓 |
| FE | FIRSTENERGY CORP | $57.29万 | 0.61% | 11,309 | -601 | -5.0% | -$3.04万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $57.15万 | 0.61% | 14,875 | -164 | -1.1% | -$6,301 | 减仓 |
| IOO | ISHARES TR | $57.14万 | 0.61% | 4,723 | -19,239 | -80.3% | -$232.74万 | 减仓 |
| V | VISA INC | $54.53万 | 0.58% | 1,790 | -483 | -21.2% | -$14.71万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $53.98万 | 0.58% | 10,295 | -13,193 | -56.2% | -$69.18万 | 减仓 |
| NFLX | NETFLIX INC. | $53.00万 | 0.57% | 5,512 | 3,032 | 122.3% | $29.15万 | 加仓 |
| DIA | TATE STR SPDR DOW JONES IND | $51.23万 | 0.55% | 1,106 | -148 | -11.8% | -$6.86万 | 减仓 |
| APH | AMPHENOL CORP | $50.35万 | 0.54% | 3,985 | 1,583 | 65.9% | $20.00万 | 加仓 |
| SMLF | ISHARES TR | $49.80万 | 0.53% | 6,598 | -13,473 | -67.1% | -$101.70万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $48.95万 | 0.52% | 1,725 | -58 | -3.3% | -$1.65万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $47.75万 | 0.51% | 2,948 | -75 | -2.5% | -$1.21万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.68万 | 0.50% | 1,925 | -221 | -10.3% | -$5.36万 | 减仓 |
| BLK | BLACKROCK INC | $46.26万 | 0.49% | 481 | 5 | 1.1% | $4,809 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $44.27万 | 0.47% | 9,579 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $43.75万 | 0.47% | 5,303 | -11 | -0.2% | -$908 | 减仓 |
| NU | NU HLDGS LTD | $43.41万 | 0.46% | 30,210 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $42.38万 | 0.45% | 1,983 | -4,734 | -70.5% | -$101.18万 | 减仓 |
| ETN | ATON CORP PLC | $41.95万 | 0.45% | 1,173 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $41.80万 | 0.45% | 1,295 | 447 | 52.7% | $14.43万 | 加仓 |
| TSLA | TESLA INC | $41.51万 | 0.44% | 1,116 | -417 | -27.2% | -$15.51万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $40.60万 | 0.43% | 4,146 | -12,016 | -74.3% | -$117.67万 | 减仓 |
| NDAQ | ASDAQ INC | $40.07万 | 0.43% | 4,720 | 44 | 0.9% | $3,735 | 加仓 |
| META | META PLATFORMS INC | $39.22万 | 0.42% | 685 | -274 | -28.6% | -$15.69万 | 减仓 |
| IDV | ISHARES TR | $37.46万 | 0.40% | 8,802 | -658 | -7.0% | -$2.80万 | 减仓 |
| TMUS | T-MOBILE US INC | $37.39万 | 0.40% | 1,780 | -197 | -10.0% | -$4.14万 | 减仓 |
| PAVE | GLOBAL X FDS | $36.83万 | 0.39% | 7,249 | -6,475 | -47.2% | -$32.90万 | 减仓 |
| BX | BLACKSTONE INC | $36.41万 | 0.39% | 3,166 | 0 | 0.0% | — | 不变 |
| PAM | AMPA ENERGIA SA | $36.03万 | 0.38% | 4,071 | -147 | -3.5% | -$1.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $35.24万 | 0.38% | 708 | -200 | -22.0% | -$9.96万 | 减仓 |
| GEV | GE VERNOVA INC | $32.30万 | 0.34% | 370 | 370 | — | $32.30万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.26万 | 0.33% | 5,515 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.90万 | 0.33% | 310 | -175 | -36.1% | -$17.44万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $30.26万 | 0.32% | 13,111 | 13,111 | — | $30.26万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $29.22万 | 0.31% | 489 | -98 | -16.7% | -$5.86万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $28.04万 | 0.30% | 7,119 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.81万 | 0.30% | 980 | 980 | — | $27.81万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $27.58万 | 0.29% | 543 | -385 | -41.5% | -$19.56万 | 减仓 |
| HD | HOME DEPOT INC | $26.18万 | 0.28% | 784 | -515 | -39.6% | -$17.20万 | 减仓 |
| ORCL | ORACLE CORP | $24.67万 | 0.26% | 1,677 | 1,677 | — | $24.67万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $24.13万 | 0.26% | 737 | 737 | — | $24.13万 | 新建仓 |
| OEF | ISHARES TR | $23.96万 | 0.26% | 753 | 116 | 18.2% | $3.69万 | 加仓 |
| GPRK | GEOPARK LTD | $23.93万 | 0.26% | 25,185 | 25,185 | — | $23.93万 | 新建仓 |
| IWB | ISHARES TR | $23.50万 | 0.25% | 659 | -1,635 | -71.3% | -$58.31万 | 减仓 |
| MELI | MERCADOLIBRE INC | $21.09万 | 0.23% | 122 | -50 | -29.1% | -$8.65万 | 减仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -11,372 | -100.0% | -$155.73万 | 清仓 |
| URTH | ISHARES INC | $0 | 0.00% | 0 | -3,901 | -100.0% | -$72.47万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -5,672 | -100.0% | -$58.08万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,539 | -100.0% | -$34.43万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -10,648 | -100.0% | -$28.28万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,440 | -100.0% | -$27.08万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -372 | -100.0% | -$25.07万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -640 | -100.0% | -$24.91万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,390 | -100.0% | -$23.79万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -541 | -100.0% | -$22.83万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USCB | USCB FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -11,671 | -100.0% | -$21.50万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,052 | -100.0% | -$20.52万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |