MRWM Advisors, LLC
NASHVILLE TN · SEC CIK 0001732949
$1.84亿2026Q1 申报市值
74持仓数
59.1%前十大占比 · 第一大 14.6%
3 / 4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
SGOV 加仓+$765.92万
VTV 加仓+$280.66万
EMXC 新建仓+$100.92万
VGSH 加仓+$58.07万
BMY 加仓+$51.22万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$621.18万
SPY 减仓-$258.58万
TFLO 清仓-$188.82万
NOBL 减仓-$182.16万
VBIL 减仓-$65.20万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,685.82万 | 14.56% | 83,720 | 1,530 | 1.9% | $49.08万 | 加仓 |
| SGOL | ABERDEEN PHYSICAL GOLD SHARES ETF | $1,464.86万 | 7.94% | 328,297 | -12,048 | -3.5% | -$53.76万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $1,344.76万 | 7.29% | 20,587 | 20 | 0.1% | $1.31万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $942.53万 | 5.11% | 48,039 | 14,305 | 42.4% | $280.66万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $849.79万 | 4.61% | 110,205 | 2,719 | 2.5% | $20.97万 | 加仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $848.02万 | 4.60% | 84,246 | 76,090 | 932.9% | $765.92万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $759.58万 | 4.12% | 188,998 | 9,142 | 5.1% | $36.74万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $706.27万 | 3.83% | 10,860 | -3,976 | -26.8% | -$258.58万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $677.40万 | 3.67% | 220,794 | -554 | -0.3% | -$1.70万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $624.15万 | 3.38% | 82,505 | -8,618 | -9.5% | -$65.20万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $609.57万 | 3.30% | 57,501 | -17,183 | -23.0% | -$182.16万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $590.37万 | 3.20% | 64,423 | 4,254 | 7.1% | $38.98万 | 加仓 |
| AAPL | APPLE INCORPORATED | $551.78万 | 2.99% | 21,741 | -362 | -1.6% | -$9.19万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $519.02万 | 2.81% | 178,174 | -642 | -0.4% | -$1.87万 | 减仓 |
| TIP | ISHARES TR TIPS BD ETF | $445.26万 | 2.41% | 40,346 | -2,229 | -5.2% | -$24.60万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $356.16万 | 1.93% | 16,561 | 2,133 | 14.8% | $45.87万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $335.28万 | 1.82% | 57,273 | 9,920 | 20.9% | $58.07万 | 加仓 |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $163.67万 | 0.89% | 38,474 | -1,649 | -4.1% | -$7.01万 | 减仓 |
| HEFA | ISHARES TR HDG MSCI EAFE | $152.06万 | 0.82% | 35,783 | -1,183 | -3.2% | -$5.03万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $133.62万 | 0.72% | 6,254 | -219 | -3.4% | -$4.68万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $131.79万 | 0.71% | 4,258 | -85 | -2.0% | -$2.63万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $127.71万 | 0.69% | 5,872 | -96 | -1.6% | -$2.09万 | 减仓 |
| KR | KROGER COMPANY | $126.69万 | 0.69% | 17,508 | -101 | -0.6% | -$7,308 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $125.92万 | 0.68% | 4,379 | -213 | -4.6% | -$6.13万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $120.27万 | 0.65% | 4,962 | -33 | -0.7% | -$7,999 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $116.32万 | 0.63% | 14,991 | -194 | -1.3% | -$1.51万 | 减仓 |
| AMGN | AMGEN INCORPORATED | $110.52万 | 0.60% | 3,141 | -38 | -1.2% | -$1.34万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $110.20万 | 0.60% | 8,292 | -562 | -6.3% | -$7.47万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $109.27万 | 0.59% | 3,055 | -37 | -1.2% | -$1.32万 | 减仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $109.21万 | 0.59% | 1,807 | -31 | -1.7% | -$1.87万 | 减仓 |
| MRK | MERCK & COMPANY INCORPORATED | $107.88万 | 0.58% | 8,968 | 637 | 7.6% | $7.66万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $101.94万 | 0.55% | 3,280 | -47 | -1.4% | -$1.46万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $101.31万 | 0.55% | 3,352 | -19 | -0.6% | -$5,743 | 减仓 |
| EMXC | ISHARES INCORPORATED MSCI EMRG CHN | $100.92万 | 0.55% | 12,830 | 12,830 | — | $100.92万 | 新建仓 |
| — | EXXON MOBIL CORPORATION | $94.52万 | 0.51% | 5,571 | -534 | -8.7% | -$9.06万 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $94.46万 | 0.51% | 3,998 | 80 | 2.0% | $1.89万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $93.70万 | 0.51% | 2,849 | -84 | -2.9% | -$2.76万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $92.95万 | 0.50% | 15,326 | 8,446 | 122.8% | $51.22万 | 加仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $88.51万 | 0.48% | 10,215 | -128 | -1.2% | -$1.11万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $87.56万 | 0.47% | 6,062 | 325 | 5.7% | $4.69万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $86.26万 | 0.47% | 4,037 | 58 | 1.5% | $1.24万 | 加仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $84.67万 | 0.46% | 9,009 | -116 | -1.3% | -$1.09万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $83.82万 | 0.45% | 16,978 | -392 | -2.3% | -$1.94万 | 减仓 |
| SBUX | STARBUCKS CORPORATION | $78.11万 | 0.42% | 8,719 | 4,529 | 108.1% | $40.58万 | 加仓 |
| QCOM | QUALCOMM INCORPORATED | $71.38万 | 0.39% | 5,543 | -230 | -4.0% | -$2.96万 | 减仓 |
| NTAP | NETAPP INCORPORATED | $69.56万 | 0.38% | 6,794 | 122 | 1.8% | $1.25万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $69.15万 | 0.37% | 1,868 | -41 | -2.1% | -$1.52万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $65.87万 | 0.36% | 1,068 | 190 | 21.6% | $11.72万 | 加仓 |
| AOA | ISHARES TR CORE 80/20 AGGRE | $60.84万 | 0.33% | 6,875 | -10 | -0.1% | -$885 | 减仓 |
| CL | COLGATE PALMOLIVE COMPANY | $59.64万 | 0.32% | 6,998 | 3,952 | 129.7% | $33.68万 | 加仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $56.26万 | 0.31% | 19,596 | 11,031 | 128.8% | $31.67万 | 加仓 |
| GIS | GENERAL MILLS INCORPORATED | $52.39万 | 0.28% | 14,075 | 7,782 | 123.7% | $28.96万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $48.66万 | 0.26% | 12,666 | 608 | 5.0% | $2.34万 | 加仓 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $48.06万 | 0.26% | 4,335 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $44.35万 | 0.24% | 4,070 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INCORPORATED | $42.38万 | 0.23% | 1,140 | -19 | -1.6% | -$7,063 | 减仓 |
| USFR | THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | $42.30万 | 0.23% | 8,403 | -123,396 | -93.6% | -$621.18万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $42.13万 | 0.23% | 2,195 | 217 | 11.0% | $4.16万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $36.21万 | 0.20% | 5,362 | -3,635 | -40.4% | -$24.55万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $35.62万 | 0.19% | 4,837 | 540 | 12.6% | $3.98万 | 加仓 |
| GLD | SPDR GOLD SHARES | $35.58万 | 0.19% | 827 | -20 | -2.4% | -$8,606 | 减仓 |
| NVDA | NVIDIA CORPORATION | $31.57万 | 0.17% | 1,810 | -1,484 | -45.1% | -$25.88万 | 减仓 |
| SU | SUNCOR ENERGY INCORPORATED NEW (CANADA) | $30.61万 | 0.17% | 4,630 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INCORPORATED | $27.65万 | 0.15% | 1,984 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $26.09万 | 0.14% | 1,261 | -88 | -6.5% | -$1.82万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $23.60万 | 0.13% | 395 | -50 | -11.2% | -$2.99万 | 减仓 |
| AOR | ISHARES TR CORE 60/40 BALAN | $23.38万 | 0.13% | 3,633 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $23.29万 | 0.13% | 811 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $23.27万 | 0.13% | 1,537 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $23.11万 | 0.13% | 1,751 | 1,751 | — | $23.11万 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $23.07万 | 0.13% | 847 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORPORATION CLASS A COM | $22.43万 | 0.12% | 3,840 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INCORPORATED CLASS A | $21.23万 | 0.12% | 371 | 40 | 12.1% | $2.29万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORPORATION | $20.62万 | 0.11% | 4,339 | 4,339 | — | $20.62万 | 新建仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -37,419 | -100.0% | -$188.82万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -2,198 | -100.0% | -$50.73万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -2,171 | -100.0% | -$26.09万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -676 | -100.0% | -$21.21万 | 清仓 |