MRWM Advisors, LLC
NASHVILLE TN · SEC CIK 0001732949
$2.43亿2026Q2 申报市值
80持仓数
64.0%前十大占比 · 第一大 17.5%
7 / 2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
BLACKROCK ETF TR 新建仓+$4,256.84万
UNP 新建仓+$96.75万
TOL 新建仓+$57.88万
VTI 加仓+$52.95万
STX 新建仓+$49.12万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$108.25万
VBIL 减仓-$45.85万
CSCO 减仓-$44.74万
SGOV 减仓-$44.55万
NTAP 减仓-$35.55万
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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,751 | -100.0% | -$23.11万 | 清仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $0 | 0.00% | 0 | -371 | -100.0% | -$21.23万 | 清仓 |
| FOXA | FOX CORP | $20.09万 | 0.08% | 3,851 | 11 | 0.3% | $574 | 加仓 |
| SPYM | SPDR SERIES TRUST | $20.12万 | 0.08% | 2,289 | -588 | -20.4% | -$5.17万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $20.94万 | 0.09% | 1,263 | 2 | 0.2% | $332 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $22.09万 | 0.09% | 2,880 | 2,880 | — | $22.09万 | 新建仓 |
| GWW | WW GRAINGER INC | $22.58万 | 0.09% | 166 | 166 | — | $22.58万 | 新建仓 |
| DVY | ISHARES TR | $24.02万 | 0.10% | 1,537 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $24.90万 | 0.10% | 4,638 | 8 | 0.2% | $429 | 加仓 |
| GILD | GILEAD SCIENCES INC | $25.12万 | 0.10% | 1,988 | 4 | 0.2% | $505 | 加仓 |
| AOR | ISHARES TR | $25.25万 | 0.10% | 3,633 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $25.30万 | 0.10% | 1,481 | 1,481 | — | $25.30万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $25.33万 | 0.10% | 847 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $25.69万 | 0.11% | 374 | -21 | -5.3% | -$1.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $26.14万 | 0.11% | 3,244 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $30.46万 | 0.13% | 827 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $36.09万 | 0.15% | 4,916 | 79 | 1.6% | $5,799 | 加仓 |
| NVDA | NVIDIA CORPORATION | $36.22万 | 0.15% | 1,810 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $39.23万 | 0.16% | 5,087 | -275 | -5.1% | -$2.12万 | 减仓 |
| USFR | WISDOMTREE TR | $40.31万 | 0.17% | 8,005 | -398 | -4.7% | -$2.00万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $44.64万 | 0.18% | 4,339 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $45.26万 | 0.19% | 4,225 | -110 | -2.5% | -$1.18万 | 减仓 |
| TSLA | TESLA INC | $45.30万 | 0.19% | 1,077 | -63 | -5.5% | -$2.65万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $46.49万 | 0.19% | 3,964 | -106 | -2.6% | -$1.24万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $46.95万 | 0.19% | 19,125 | -471 | -2.4% | -$1.16万 | 减仓 |
| GIS | GENERAL MILLS INC | $47.42万 | 0.19% | 13,626 | -449 | -3.2% | -$1.56万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.34万 | 0.20% | 2,272 | 77 | 3.5% | $1.64万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $49.12万 | 0.20% | 509 | 509 | — | $49.12万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $51.22万 | 0.21% | 11,515 | -1,151 | -9.1% | -$5.12万 | 减仓 |
| TOL | TOLL BROTHERS INC | $57.88万 | 0.24% | 3,513 | 3,513 | — | $57.88万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $62.57万 | 0.26% | 6,825 | -173 | -2.5% | -$1.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.85万 | 0.27% | 1,792 | -76 | -4.1% | -$2.83万 | 减仓 |
| AOA | ISHARES TR | $67.13万 | 0.28% | 6,878 | 3 | 0.0% | $293 | 加仓 |
| NTAP | NETAPP INC | $69.60万 | 0.29% | 4,497 | -2,297 | -33.8% | -$35.55万 | 减仓 |
| QCOM | QUALCOMM INC | $71.22万 | 0.29% | 3,854 | -1,689 | -30.5% | -$31.21万 | 减仓 |
| — | EXXON MOBIL CORP | $72.15万 | 0.30% | 5,277 | -294 | -5.3% | -$4.02万 | 减仓 |
| MDT | MEDTRONIC PLC | $74.96万 | 0.31% | 9,582 | -633 | -6.2% | -$4.95万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $77.65万 | 0.32% | 1,104 | 36 | 3.4% | $2.53万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $80.65万 | 0.33% | 8,741 | -268 | -3.0% | -$2.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $82.94万 | 0.34% | 5,656 | -406 | -6.7% | -$5.95万 | 减仓 |
| LOW | LOWES COS INC | $83.63万 | 0.34% | 3,793 | -205 | -5.1% | -$4.52万 | 减仓 |
| SBUX | STARBUCKS CORP | $83.92万 | 0.34% | 8,212 | -507 | -5.8% | -$5.18万 | 减仓 |
| MCD | MCDONALDS CORP | $84.04万 | 0.35% | 3,109 | -171 | -5.2% | -$4.62万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $85.65万 | 0.35% | 14,865 | -461 | -3.0% | -$2.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $86.71万 | 0.36% | 1,702 | -105 | -5.8% | -$5.35万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $89.15万 | 0.37% | 16,630 | -348 | -2.0% | -$1.87万 | 减仓 |
| KR | KROGER CO | $92.33万 | 0.38% | 16,627 | -881 | -5.0% | -$4.89万 | 减仓 |
| HD | HOME DEPOT INC | $95.61万 | 0.39% | 2,711 | -138 | -4.8% | -$4.87万 | 减仓 |
| UNP | UNION PAC CORP | $96.75万 | 0.40% | 3,557 | 3,557 | — | $96.75万 | 新建仓 |
| IWD | ISHARES TR | $97.87万 | 0.40% | 4,037 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $107.55万 | 0.44% | 2,970 | -171 | -5.4% | -$6.19万 | 减仓 |
| MRK | MERCK & CO INC | $108.36万 | 0.45% | 8,433 | -535 | -6.0% | -$6.87万 | 减仓 |
| V | VISA INC | $109.48万 | 0.45% | 3,191 | -161 | -4.8% | -$5.52万 | 减仓 |
| ETN | EATON CORP PLC | $123.57万 | 0.51% | 2,900 | -155 | -5.1% | -$6.60万 | 减仓 |
| EMXC | ISHARES INC | $127.29万 | 0.52% | 12,443 | -387 | -3.0% | -$3.96万 | 减仓 |
| AVGO | BROADCOM INC | $128.51万 | 0.53% | 3,402 | -856 | -20.1% | -$32.34万 | 减仓 |
| CSCO | CISCO SYS INC | $131.34万 | 0.54% | 11,182 | -3,809 | -25.4% | -$44.74万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.97万 | 0.54% | 4,693 | -269 | -5.4% | -$7.56万 | 减仓 |
| ABBV | ABBVIE INC | $140.16万 | 0.58% | 5,570 | -302 | -5.1% | -$7.60万 | 减仓 |
| GOOGL | ALPHABET INC | $147.81万 | 0.61% | 4,136 | -243 | -5.5% | -$8.68万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $154.09万 | 0.63% | 8,088 | -204 | -2.5% | -$3.89万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $162.76万 | 0.67% | 3,756 | -2,498 | -39.9% | -$108.25万 | 减仓 |
| HEFA | ISHARES TR | $164.10万 | 0.67% | 34,971 | -812 | -2.3% | -$3.81万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $188.94万 | 0.78% | 38,341 | -133 | -0.3% | -$6,554 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $321.82万 | 1.32% | 55,296 | -1,977 | -3.5% | -$11.51万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $416.38万 | 1.71% | 17,597 | 1,036 | 6.3% | $24.51万 | 加仓 |
| TIP | ISHARES TR | $426.33万 | 1.75% | 38,959 | -1,387 | -3.4% | -$15.18万 | 减仓 |
| BIL | SPDR SERIES TRUST | $568.97万 | 2.34% | 62,087 | -2,336 | -3.6% | -$21.41万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $578.54万 | 2.38% | 76,446 | -6,059 | -7.3% | -$45.85万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $615.44万 | 2.53% | 181,869 | 3,695 | 2.1% | $12.50万 | 加仓 |
| AAPL | APPLE INC | $624.00万 | 2.56% | 21,565 | -176 | -0.8% | -$5.09万 | 减仓 |
| NOBL | PROSHARES TR | $694.31万 | 2.85% | 123,631 | 8,629 | 7.5% | $48.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $712.00万 | 2.93% | 224,534 | 3,740 | 1.7% | $11.86万 | 加仓 |
| SGOV | ISHARES TR | $803.56万 | 3.30% | 79,821 | -4,425 | -5.3% | -$44.55万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $830.26万 | 3.41% | 11,118 | 258 | 2.4% | $19.27万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $928.28万 | 3.82% | 196,670 | 7,672 | 4.1% | $36.21万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $960.94万 | 3.95% | 112,404 | 2,199 | 2.0% | $18.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,078.03万 | 4.43% | 49,467 | 1,428 | 3.0% | $31.12万 | 加仓 |
| SGOL | ETFS GOLD TR | $1,288.66万 | 5.30% | 337,082 | 8,785 | 2.7% | $33.59万 | 加仓 |
| IVV | ISHARES TR | $1,555.52万 | 6.39% | 20,771 | 184 | 0.9% | $13.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,150.93万 | 12.95% | 85,151 | 1,431 | 1.7% | $52.95万 | 加仓 |
| — | BLACKROCK ETF TRUST | $4,256.84万 | 17.50% | 424,326 | 424,326 | — | $4,256.84万 | 新建仓 |