LWM Advisory Services, LLC
PLANTATION FL · SEC CIK 0001697716
$5,602.10万2026Q2 申报市值
80持仓数
41.1%前十大占比 · 第一大 10.6%
20 / 18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
FBND 新建仓+$136.60万
JCPB 新建仓+$103.21万
SPYM 新建仓+$88.33万
LRGF 新建仓+$72.57万
AVDE 新建仓+$71.24万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$1,037.78万
AAPL 减仓-$487.11万
USFR 减仓-$419.50万
JFLX 清仓-$392.95万
JMUB 减仓-$374.02万
2026Q2 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 | STATE STR SPDR S&P 500 ETF T | $595.74万 | 10.63% | 7,977 | -13,896 | -63.5% | -$1,037.78万 | 减仓 |
| AAPL | APPLE INC | $448.48万 | 8.01% | 15,499 | -16,834 | -52.1% | -$487.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $227.78万 | 4.07% | 4,552 | -2,519 | -35.6% | -$126.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $184.78万 | 3.30% | 9,235 | -6,599 | -41.7% | -$132.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $172.30万 | 3.08% | 4,619 | -2,678 | -36.7% | -$99.89万 | 减仓 |
| GOOG | ALPHABET INC | $157.66万 | 2.81% | 4,462 | -3,207 | -41.8% | -$113.31万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $136.60万 | 2.44% | 30,029 | 30,029 | — | $136.60万 | 新建仓 |
| AMZN | AMAZON COM INC | $131.23万 | 2.34% | 5,506 | -9,195 | -62.5% | -$219.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $127.23万 | 2.27% | 1,727 | -2,320 | -57.3% | -$170.91万 | 减仓 |
| GDE | WISDOMTREE TR | $122.19万 | 2.18% | 20,000 | -192 | -1.0% | -$1.17万 | 减仓 |
| USFR | WISDOMTREE TR | $121.61万 | 2.17% | 24,153 | -83,316 | -77.5% | -$419.50万 | 减仓 |
| LLY | ELI LILLY & CO | $108.07万 | 1.93% | 901 | 73 | 8.8% | $8.76万 | 加仓 |
| SGOV | ISHARES TR | $105.11万 | 1.88% | 10,441 | -1,154 | -10.0% | -$11.62万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $103.21万 | 1.84% | 21,989 | 21,989 | — | $103.21万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $102.09万 | 1.82% | 3,119 | -873 | -21.9% | -$28.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $88.33万 | 1.58% | 10,052 | 10,052 | — | $88.33万 | 新建仓 |
| IWV | ISHARES TR | $84.30万 | 1.50% | 1,977 | -852 | -30.1% | -$36.33万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $79.26万 | 1.41% | 28,511 | -97,147 | -77.3% | -$270.07万 | 减仓 |
| LRGF | ISHARES TR | $72.57万 | 1.30% | 9,595 | 9,595 | — | $72.57万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $72.41万 | 1.29% | 7,978 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $71.48万 | 1.28% | 4,054 | 69 | 1.7% | $1.22万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $71.24万 | 1.27% | 7,987 | 7,987 | — | $71.24万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $68.42万 | 1.22% | 7,795 | -519 | -6.2% | -$4.56万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $65.49万 | 1.17% | 12,854 | 12,854 | — | $65.49万 | 新建仓 |
| GOOGL | ALPHABET INC | $61.90万 | 1.10% | 1,732 | -1,484 | -46.1% | -$53.03万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $58.71万 | 1.05% | 4,726 | -5,748 | -54.9% | -$71.41万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $58.33万 | 1.04% | 11,516 | -73,837 | -86.5% | -$374.02万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $56.91万 | 1.02% | 11,811 | -1,048 | -8.1% | -$5.05万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $54.97万 | 0.98% | 5,697 | 5,697 | — | $54.97万 | 新建仓 |
| FE | FIRSTENERGY CORP | $53.76万 | 0.96% | 11,309 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $52.74万 | 0.94% | 11,528 | 11,528 | — | $52.74万 | 新建仓 |
| SHV | ISHARES TR | $52.73万 | 0.94% | 4,778 | -2,656 | -35.7% | -$29.31万 | 减仓 |
| AON | AON PLC | $51.25万 | 0.91% | 1,545 | 250 | 19.3% | $8.29万 | 加仓 |
| ETN | EATON CORP PLC | $50.45万 | 0.90% | 1,184 | 11 | 0.9% | $4,687 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.52万 | 0.88% | 14,875 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $49.12万 | 0.88% | 2,948 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $48.36万 | 0.86% | 18,235 | 18,235 | — | $48.36万 | 新建仓 |
| QLTY | GMO ETF TRUST | $46.80万 | 0.84% | 11,244 | 11,244 | — | $46.80万 | 新建仓 |
| V | VISA INC | $46.59万 | 0.83% | 1,358 | -432 | -24.1% | -$14.82万 | 减仓 |
| BLK | BLACKROCK INC | $46.25万 | 0.83% | 481 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $44.29万 | 0.79% | 377 | 7 | 1.9% | $8,224 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $43.56万 | 0.78% | 9,579 | 0 | 0.0% | — | 不变 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $42.67万 | 0.76% | 7,091 | -3,204 | -31.1% | -$19.28万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.68万 | 0.74% | 1,482 | -443 | -23.0% | -$12.46万 | 减仓 |
| GLDM | WORLD GOLD TR | $41.03万 | 0.73% | 5,166 | -40,327 | -88.6% | -$320.27万 | 减仓 |
| NU | NU HLDGS LTD | $40.36万 | 0.72% | 30,210 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $40.28万 | 0.72% | 5,303 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $39.57万 | 0.71% | 19,116 | -1,088 | -5.4% | -$2.25万 | 减仓 |
| GE | GE AEROSPACE | $39.54万 | 0.71% | 1,058 | 78 | 8.0% | $2.92万 | 加仓 |
| NDAQ | NASDAQ INC | $37.20万 | 0.66% | 4,720 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $35.23万 | 0.63% | 8,503 | -299 | -3.4% | -$1.24万 | 减仓 |
| NFLX | NETFLIX INC. | $34.49万 | 0.62% | 4,830 | -682 | -12.4% | -$4.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.59万 | 0.60% | 489 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $33.50万 | 0.60% | 5,680 | 5,680 | — | $33.50万 | 新建仓 |
| PAM | PAMPA ENERGIA SA | $33.44万 | 0.60% | 4,071 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $33.34万 | 0.60% | 574 | -379 | -39.8% | -$22.02万 | 重新持有 |
| BX | BLACKSTONE INC | $33.14万 | 0.59% | 2,816 | -350 | -11.1% | -$4.12万 | 减仓 |
| ORCL | ORACLE CORP | $32.31万 | 0.58% | 2,205 | 528 | 31.5% | $7.74万 | 加仓 |
| IQLT | ISHARES TR | $32.14万 | 0.57% | 6,486 | 6,486 | — | $32.14万 | 新建仓 |
| META | META PLATFORMS INC | $31.60万 | 0.56% | 561 | -124 | -18.1% | -$6.98万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $31.52万 | 0.56% | 8,999 | 8,999 | — | $31.52万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.15万 | 0.56% | 5,515 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $29.86万 | 0.53% | 1,780 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $29.55万 | 0.53% | 685 | 685 | — | $29.55万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.03万 | 0.52% | 579 | -129 | -18.2% | -$6.47万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $27.84万 | 0.50% | 732 | 732 | — | $27.84万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $27.45万 | 0.49% | 7,119 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $27.22万 | 0.49% | 1,139 | -586 | -34.0% | -$14.01万 | 减仓 |
| SMLF | ISHARES TR | $25.37万 | 0.45% | 2,846 | -3,752 | -56.9% | -$33.44万 | 减仓 |
| WMT | WALMART INC | $24.55万 | 0.44% | 2,168 | 160 | 8.0% | $1.81万 | 重新持有 |
| MBB | ISHARES TR | $24.47万 | 0.44% | 2,589 | 2,589 | — | $24.47万 | 新建仓 |
| GPRK | GEOPARK LTD | $22.92万 | 0.41% | 25,185 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $22.85万 | 0.41% | 1,093 | 1,093 | — | $22.85万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.63万 | 0.40% | 891 | 891 | — | $22.63万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.88万 | 0.39% | 426 | -117 | -21.5% | -$6.01万 | 减仓 |
| TSLA | TESLA INC | $21.58万 | 0.39% | 513 | -603 | -54.0% | -$25.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.23万 | 0.38% | 227 | -83 | -26.8% | -$7.76万 | 减仓 |
| MRK | MERCK & CO INC | $21.18万 | 0.38% | 1,648 | 1,648 | — | $21.18万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $20.71万 | 0.37% | 122 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $20.24万 | 0.36% | 2,302 | 2,302 | — | $20.24万 | 新建仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -79,111 | -100.0% | -$392.95万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -19,208 | -100.0% | -$87.69万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -7,496 | -100.0% | -$84.04万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,444 | -100.0% | -$74.05万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,468 | -100.0% | -$72.66万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,980 | -100.0% | -$70.81万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -12,647 | -100.0% | -$68.99万 | 清仓 |
| BYLD | ISHARES TR | $0 | 0.00% | 0 | -28,268 | -100.0% | -$63.69万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -4,723 | -100.0% | -$57.14万 | 清仓 |
| DIA | TATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -1,106 | -100.0% | -$51.23万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,983 | -100.0% | -$42.38万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,146 | -100.0% | -$40.60万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -7,249 | -100.0% | -$36.83万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -13,111 | -100.0% | -$30.26万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -784 | -100.0% | -$26.18万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -737 | -100.0% | -$24.13万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -753 | -100.0% | -$23.96万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -659 | -100.0% | -$23.50万 | 清仓 |