FSM Wealth Advisors, LLC
CLEVELAND OH · SEC CIK 0001942548
$7.78亿2026Q1 申报市值
317持仓数
43.9%前十大占比 · 第一大 7.2%
17 / 8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
JPIB 加仓+$1,185.75万
BOND 加仓+$1,085.21万
SCHF 加仓+$684.99万
SCHG 加仓+$463.92万
VWO 加仓+$427.57万
2026Q1 卖出最多 按季末市值估算
JMST 减仓-$703.17万
IJR 减仓-$120.78万
FDL 减仓-$105.88万
AZN 清仓-$75.31万
QQQM 减仓-$51.91万
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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $30.13万 | 0.04% | 2,385 | 40 | 1.7% | $5,053 | 加仓 |
| MS | MORGAN STANLEY | $30.26万 | 0.04% | 1,839 | -69 | -3.6% | -$1.14万 | 减仓 |
| TRMB | TRIMBLE INC | $30.53万 | 0.04% | 4,680 | 123 | 2.7% | $8,023 | 加仓 |
| CTVA | CORTEVA INC | $30.73万 | 0.04% | 3,671 | 132 | 3.7% | $1.10万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $30.90万 | 0.04% | 4,267 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $31.92万 | 0.04% | 6,466 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $32.13万 | 0.04% | 14,637 | -63 | -0.4% | -$1,383 | 减仓 |
| WM | WASTE MGMT INC DEL | $32.41万 | 0.04% | 1,410 | -80 | -5.4% | -$1.84万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $32.47万 | 0.04% | 4,394 | 16 | 0.4% | $1,182 | 加仓 |
| TGT | TARGET CORP | $32.66万 | 0.04% | 2,695 | -169 | -5.9% | -$2.05万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.78万 | 0.04% | 4,365 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $33.12万 | 0.04% | 3,886 | 47 | 1.2% | $4,006 | 加仓 |
| TQQQ | PROSHARES TR | $33.35万 | 0.04% | 8,002 | 500 | 6.7% | $2.08万 | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $33.38万 | 0.04% | 2,883 | 57 | 2.0% | $6,599 | 加仓 |
| HEI/A | HEICO CORP NEW | $33.56万 | 0.04% | 1,590 | -132 | -7.7% | -$2.79万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $33.81万 | 0.04% | 3,594 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $33.99万 | 0.04% | 3,420 | 137 | 4.2% | $1.36万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $34.00万 | 0.04% | 5,230 | 100 | 1.9% | $6,500 | 加仓 |
| MAIN | MAIN STR CAP CORP | $34.44万 | 0.04% | 6,502 | -15 | -0.2% | -$794 | 减仓 |
| ATO | ATMOS ENERGY CORP | $34.89万 | 0.04% | 1,889 | 25 | 1.3% | $4,617 | 加仓 |
| COP | CONOCOPHILLIPS | $35.22万 | 0.05% | 2,668 | 119 | 4.7% | $1.57万 | 加仓 |
| TIP | ISHARES TR | $35.40万 | 0.05% | 3,207 | -821 | -20.4% | -$9.06万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $35.76万 | 0.05% | 4,790 | 36 | 0.8% | $2,688 | 加仓 |
| GILD | GILEAD SCIENCES INC | $36.18万 | 0.05% | 2,596 | -44 | -1.7% | -$6,132 | 减仓 |
| VHT | VANGUARD WORLD FD | $36.42万 | 0.05% | 1,337 | -288 | -17.7% | -$7.85万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $36.43万 | 0.05% | 12,584 | 84 | 0.7% | $2,432 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $36.56万 | 0.05% | 1,459 | 64 | 4.6% | $1.60万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $36.67万 | 0.05% | 10,023 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $37.40万 | 0.05% | 8,118 | -764 | -8.6% | -$3.52万 | 减仓 |
| ETN | EATON CORP PLC | $38.26万 | 0.05% | 1,070 | -229 | -17.6% | -$8.19万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.46万 | 0.05% | 1,893 | 230 | 13.8% | $4.67万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $38.59万 | 0.05% | 864 | 41 | 5.0% | $1.83万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $38.67万 | 0.05% | 6,494 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $38.85万 | 0.05% | 4,881 | -143 | -2.8% | -$1.14万 | 减仓 |
| TRP | TC ENERGY CORP | $38.95万 | 0.05% | 6,221 | -192 | -3.0% | -$1.20万 | 减仓 |
| TXT | TEXTRON INC | $39.51万 | 0.05% | 4,512 | 12 | 0.3% | $1,051 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $39.83万 | 0.05% | 8,490 | 122 | 1.5% | $5,723 | 加仓 |
| FIX | COMFORT SYS USA INC | $39.92万 | 0.05% | 290 | -96 | -24.9% | -$13.22万 | 减仓 |
| ICOW | PACER FDS TR | $39.95万 | 0.05% | 9,413 | -180 | -1.9% | -$7,639 | 减仓 |
| DG | DOLLAR GEN CORP | $40.01万 | 0.05% | 3,370 | 12 | 0.4% | $1,425 | 加仓 |
| SYK | STRYKER CORPORATION | $40.02万 | 0.05% | 1,218 | -211 | -14.8% | -$6.93万 | 减仓 |
| UDOW | PROSHARES TR | $40.16万 | 0.05% | 8,003 | 8,003 | — | $40.16万 | 新建仓 |
| GWW | WW GRAINGER INC | $41.02万 | 0.05% | 376 | 18 | 5.0% | $1.96万 | 加仓 |
| LIN | LINDE PLC | $41.52万 | 0.05% | 838 | 164 | 24.3% | $8.13万 | 加仓 |
| ABNB | AIRBNB INC | $41.69万 | 0.05% | 3,301 | -330 | -9.1% | -$4.17万 | 减仓 |
| INTC | INTEL CORP | $42.08万 | 0.05% | 9,536 | 49 | 0.5% | $2,162 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $42.26万 | 0.05% | 917 | 7 | 0.8% | $3,226 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.29万 | 0.05% | 860 | 48 | 5.9% | $2.36万 | 加仓 |
| GRMN | GARMIN LTD | $42.31万 | 0.05% | 1,824 | -201 | -9.9% | -$4.66万 | 减仓 |
| NUE | NUCOR CORP | $43.03万 | 0.06% | 2,544 | 36 | 1.4% | $6,089 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $43.39万 | 0.06% | 8,788 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $43.70万 | 0.06% | 10,645 | -4,279 | -28.7% | -$17.57万 | 减仓 |
| URI | UNITED RENTALS INC | $43.91万 | 0.06% | 603 | 37 | 6.5% | $2.69万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $44.60万 | 0.06% | 7,920 | 790 | 11.1% | $4.45万 | 加仓 |
| ACWI | ISHARES TR | $44.75万 | 0.06% | 3,234 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $44.85万 | 0.06% | 1,849 | 87 | 4.9% | $2.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $46.19万 | 0.06% | 764 | 25 | 3.4% | $1.51万 | 加仓 |
| QCOM | QUALCOMM INC | $46.35万 | 0.06% | 3,599 | -696 | -16.2% | -$8.96万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $46.42万 | 0.06% | 1,644 | -231 | -12.3% | -$6.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $46.90万 | 0.06% | 2,390 | -336 | -12.3% | -$6.59万 | 减仓 |
| MDT | MEDTRONIC PLC | $47.27万 | 0.06% | 5,455 | -114 | -2.0% | -$9,879 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $47.63万 | 0.06% | 3,584 | -912 | -20.3% | -$12.12万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.85万 | 0.06% | 1,386 | 73 | 5.6% | $2.52万 | 加仓 |
| C | CITIGROUP INC | $48.18万 | 0.06% | 4,248 | 673 | 18.8% | $7.63万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.81万 | 0.06% | 1,605 | 35 | 2.2% | $1.06万 | 加仓 |
| — | AMPLIFY ETF TR | $49.16万 | 0.06% | 7,440 | -851 | -10.3% | -$5.62万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.71万 | 0.06% | 1,780 | -51 | -2.8% | -$1.42万 | 减仓 |
| AME | AMETEK INC | $50.08万 | 0.06% | 2,336 | -58 | -2.4% | -$1.24万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $50.37万 | 0.06% | 5,360 | 2,672 | 99.4% | $25.11万 | 加仓 |
| DHR | DANAHER CORP DEL | $50.92万 | 0.07% | 2,686 | -298 | -10.0% | -$5.65万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $50.96万 | 0.07% | 10,167 | -228 | -2.2% | -$1.14万 | 减仓 |
| LOW | LOWES COS INC | $52.11万 | 0.07% | 2,206 | 189 | 9.4% | $4.46万 | 加仓 |
| CRM | SALESFORCE INC | $52.71万 | 0.07% | 2,824 | -3 | -0.1% | -$560 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $52.87万 | 0.07% | 7,672 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $53.65万 | 0.07% | 7,335 | -331 | -4.3% | -$2.42万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $54.24万 | 0.07% | 641 | 15 | 2.4% | $1.27万 | 加仓 |
| MMM | 3M CO | $54.51万 | 0.07% | 3,754 | -114 | -2.9% | -$1.66万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $55.05万 | 0.07% | 2,001 | 31 | 1.6% | $8,529 | 加仓 |
| TTE | TOTALENERGIES SE | $55.11万 | 0.07% | 6,057 | -32 | -0.5% | -$2,911 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.11万 | 0.07% | 2,563 | -172 | -6.3% | -$3.70万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.20万 | 0.07% | 3,727 | -741 | -16.6% | -$10.98万 | 减仓 |
| IWO | ISHARES TR | $56.46万 | 0.07% | 1,799 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $57.39万 | 0.07% | 7,885 | 48 | 0.6% | $3,494 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $57.51万 | 0.07% | 3,639 | 18 | 0.5% | $2,845 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.70万 | 0.07% | 2,837 | 256 | 9.9% | $5.21万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $58.46万 | 0.08% | 9,986 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $58.86万 | 0.08% | 1,806 | -324 | -15.2% | -$10.56万 | 减仓 |
| MCD | MCDONALDS CORP | $60.06万 | 0.08% | 1,933 | -63 | -3.2% | -$1.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $60.36万 | 0.08% | 6,499 | 343 | 5.6% | $3.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $60.45万 | 0.08% | 2,308 | 294 | 14.6% | $7.70万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $60.48万 | 0.08% | 2,000 | -130 | -6.1% | -$3.93万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $61.44万 | 0.08% | 3,560 | 56 | 1.6% | $9,665 | 加仓 |
| DIS | DISNEY WALT CO | $61.87万 | 0.08% | 6,420 | 122 | 1.9% | $1.18万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $62.38万 | 0.08% | 2,871 | 38 | 1.3% | $8,257 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $62.59万 | 0.08% | 12,916 | -691 | -5.1% | -$3.35万 | 减仓 |
| TJX | TJX COS INC NEW | $62.92万 | 0.08% | 3,940 | 152 | 4.0% | $2.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.33万 | 0.08% | 2,340 | -152 | -6.1% | -$4.11万 | 减仓 |
| MTUM | ISHARES TR | $64.41万 | 0.08% | 2,684 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $64.81万 | 0.08% | 950 | -159 | -14.3% | -$10.85万 | 减仓 |
| DE | DEERE & CO | $65.09万 | 0.08% | 1,155 | 5 | 0.4% | $2,818 | 加仓 |